https://dark-hole.com/tags/%E6%96%B0%E7%96%86%E5%A4%A9%E4%B8%9A/ Recent content in 新疆天业 on 黑洞研报 https://dark-hole.com/images/papermod-cover.png https://dark-hole.com/images/papermod-cover.png Hugo -- 0.154.5 zh-cn Fri, 06 Mar 2026 15:30:00 +0000 https://dark-hole.com/posts/20260306_00003/ Fri, 06 Mar 2026 15:30:00 +0000 https://dark-hole.com/posts/20260306_00003/ 油价上涨推动乙烯法PVC成本提升，国内电石法存套利空间；无汞化政策加速行业出清；全球供需拐点已至，出口对冲国内地产低迷，重点推荐中泰化学、新疆天业、嘉化能源等。