2017 年第二季度,随着原油、煤炭价格依然相对坚挺,虽基础化工品价格在前期高位基础上略有调整,但同比去年价格仍有大幅提升且处于历史相对高位,多数化工企业盈利改善明显;同比来看,行业整体净利润依然保持快速增长。289 家基础化工上市公司中 244 家业绩同比增长、45 家同比下降,行业归母净利润同比增长 50.58%。
从 182 家长周期样本上市公司盈利看,样本公司中 153 家企业 2017 年第二季度业绩同比增长,29 家企业同比下降,基础化工行业(样本上市公司)归属母公司股东净利润同比增长 71.59%。从环比角度看,行业景气继续保持向上态势,尽管部分化工产品价格环比有所调整,但受益于销售旺季的影响,基础化工行业净利润环比依然有所提升。
![](http://img.chinabaogao.com/images/201710/20171018152409pv00_m.png)
子行业方面,除复合肥、染料、橡胶制品子行业外,其他子行业盈利同比提升,其中氮肥、化纤、钛白粉行业净利润同比增速超过 300%,聚氨酯、农药、纯碱、有机硅等行业净利润同比增速超过 100%,上述行业受益于行业供需格局改善,净利润增速明显高于行业平均水平。从环比角度看,二季度为行业传统旺季,除氮肥、磷肥、复合肥、纯碱、氯碱、橡胶制品子行业外,大多数子行业盈利环比提升。总体而言,基础化工中大多数子行业盈利水平处于历史中等偏高水平。
参考中国报告网发布《2017-2022年中国精细化工行业市场发展现状及十三五投资价值分析报告》
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