卫星化学底部反弹点评
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卫星化学底部反弹点评
1.基本面拐点已现。美天然气价格带动乙烷成本回归低位，公司 Q1 业绩已现拐点，Q2 有望进一步向好。
2.关注乙烷裂解三四期进展。尽管市场有各种猜测，实际项目前期手续在正常积极推进，投产后乙烯产能翻倍，市值有望上一新台阶。
3.阿尔法烯烃中试完成在进行工艺包开发，高产 C8 的结构有望打开 POE 以及高端聚烯烃的附加值空间。 目前年化利润中枢 50 亿，新项目达产后将在 100 亿上方。前期深度回调后有望迎来布局机会。
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