基础化工行业周报：百菌清价格调涨，关注农化板块相关机会

标配[Table_Authors]证券分析师张晶磊S0630524090001zjlei@longone.com.cn证券分析师谢建斌S0630522020001xjb@longone.com.cn证券分析师吴骏燕S0630517120001wjyan@longone.com.cn联系人花雨欣hyx@longone.com.cn[table_stockTrend][table_product]相关研究1.原料价格持续弱势，短期供需均存走高预期——轮胎行业月报2.己二酸短期基本面有望向好，关注一体化龙头企业——基础化工行业简评3.制冷剂行业延续高景气——氟化工行业月报-25%-16%-7%2%12%21%30%24-06 24-0924-1225-03申万行业指数:基础化工(0722)沪深300 2/21请务必仔细阅读正文后的所有说明和声明5）国产替代新材料领域，如光刻胶等半导体材料、COC、PEKK、LCP、PPS等高端工程塑料；关注各细分领域龙头企业，具有技术、资金、一体化能力和客户资源积累，有望在国产化浪潮中优先受益。如金发科技、圣泉集团、彤程新材、久日新材、强力新材、中巨芯、兴福电子、联瑞新材等。➢风险提示：地缘政治不稳定，导致国际能源价格产生剧烈波动，并传导至国内影响企业盈利水平；国际政策变动导致国内商品、服务出口受抑制；下游需求低迷，影响到相应企业的利润。 3/21正文目录1.本周行业新闻及事件点评............................................................61.1.百菌清价格调涨，相关企业有望受益..........................................................61.2.己二酸短期基本面有望向好，关注一体化龙头企业.....................................61.3.重点子行业投资建议...................................................................................72.化工板块周表现...........................................................................72.1.股票市场行情表现.......................................................................................72.1.1.板块表现..................................................................................................72.1.2.个股涨跌幅...............................................................................................82.2.重点产品价格价差周表现............................................................................92.2.1.重点产品价格涨跌幅................................................................................92.2.2.重点产品价差涨跌幅................................................................................92.2.3.变动分析................................................................................................103.本周重点公告............................................................................104.重点产品价格价差走势跟踪.......................................................125.风险提示...................................................................................20 HTTP://WWW.LONGONE.COM.CN请务必仔细阅读正文后的所有说明和声明 4/21图表目录图1申万板块指数周涨跌幅排名（2025/6/9~2025/6/13）...........................................................7图2石化和化工子板块周涨跌幅排行（2025/6/9~2025/6/13）....................................................8图3基础化工涨幅前五.................................................................................................................8图4基础化工跌幅前五.................................................................................................................8图5石油石化涨幅前五.................................................................................................................9图6石油石化跌幅前五.................................................................................................................9图7原油价格（美元/桶）...........................................................................................................12图8天然气价格（美元/百万英热）............................................................................................12图9原油催化裂化价差（元/吨）................................................................................................12图10乙烯价格价差（美元/吨）.................................................................................................12图11丙烯价格价差（元/吨）.....................................................................................................12图12 LLDPE价格价差（元/吨）.................................................................................................12图13 PP价格价差（元/吨）.......................................................................................................13图14纯苯价格价差（元/吨）.....................................................................................................13图15甲苯价格价差（元/吨）.....................................................................................................13图16 PX价格价差（元/吨）.......................................................................................................13图17苯乙烯价格价差（元/吨）.................................................................................................13图18丙烯腈价格价差（元/吨）.................................................................................................13图19环氧乙烷价格价差（元/吨）..............................................................................................14图20环氧丙烷价格价差（元/吨）..............................................................................................14图21丙烯酸价格价差（元/吨）.................................................................................................14图22丙烯酸甲酯价格价差（元/吨）..........................................................................................14图23 TDI价格价差（元/吨）......................................................................................................14图24己二酸价格价差（元/吨）.................................................................................................14图25 MDI价格价差（元/吨）......................................................................................................15图26 BDO价格走势（元/吨）................................................................................................