基础化工行业周报：陶氏宣布关闭英国巴里硅氧烷工厂，关注有机硅产业链结构性机遇

标配[Table_Authors]证券分析师吴骏燕S0630517120001wjyan@longone.com.cn证券分析师谢建斌S0630522020001xjb@longone.com.cn联系人花雨欣hyx@longone.com.cn[table_stockTrend][table_product]相关研究1.氟化工企业业绩预增，行业景气度有望维持——氟化工行业月报2.反内卷政策持续发力，行业供需或迎 来 改 善— —基 础 化 工 行 业 周 报（2025/6/30-2025/7/6）3.卫星化学（002648）：美国恢复对华乙烷出口，看好公司稀缺性、成长性——公司简评报告-19%-11%-2%6%14%22%31%24-07 24-1025-0125-04申万行业指数:基础化工(0722)沪深300 2/20请务必仔细阅读正文后的所有说明和声明彤程新材、久日新材、强力新材、中巨芯、兴福电子、联瑞新材、呈和科技、飞荣达、中石科技、思泉新材、苏州天脉等。➢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。 3/20正文目录1.本周行业新闻及事件点评............................................................61.1.陶氏宣布关闭英国巴里硅氧烷工厂，关注有机硅产业链结构性机遇............61.2.重点子行业投资建议...................................................................................62.化工板块周表现...........................................................................62.1.股票市场行情表现.......................................................................................62.1.1.板块表现..................................................................................................62.1.2.个股涨跌幅...............................................................................................72.2.重点产品价格价差周表现............................................................................82.2.1.重点产品价格涨跌幅................................................................................82.2.2.重点产品价差涨跌幅................................................................................92.2.3.变动分析..................................................................................................93.本周重点公告............................................................................104.重点产品价格价差走势跟踪........................................................115.风险提示...................................................................................19 HTTP://WWW.LONGONE.COM.CN请务必仔细阅读正文后的所有说明和声明 4/20图表目录图1申万板块指数周涨跌幅排名（2025/7/7~2025/7/13）...........................................................7图2石化和化工子板块周涨跌幅排行（2025/7/7~2025/7/13）....................................................7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.................................................................................................................8图6石油石化跌幅前五.................................................................................................................8图7原油价格（美元/桶）...........................................................................................................11图8天然气价格（美元/百万英热）............................................................................................11图9原油催化裂化价差（元/吨）................................................................................................11图10乙烯价格价差（美元/吨）.................................................................................................11图11丙烯价格价差（元/吨）.....................................................................................................11图12 LLDPE价格价差（元/吨）.................................................................................................11图13 PP价格价差（元/吨）.......................................................................................................12图14纯苯价格价差（元/吨）.....................................................................................................12图15甲苯价格价差（元/吨）.....................................................................................................12图16 PX价格价差（元/吨）.......................................................................................................12图17苯乙烯价格价差（元/吨）.................................................................................................12图18丙烯腈价格价差（元/吨）.................................................................................................12图19环氧乙烷价格价差（元/吨）..............................................................................................13图20环氧丙烷价格价差（元/吨）..............................................................................................13图21丙烯酸价格价差（元/吨）.................................................................................................13图22丙烯酸甲酯价格价差（元/吨）..........................................................................................13图23 TDI价格价差（元/吨）......................................................................................................13图24己二酸价格价差（元/吨）.................................................................................................13图25 MDI价格价差（元/吨）......................................................................................................14图26 BDO价格走势（元/吨）....................................................................................................14图27轻质纯碱价格价差（元/吨）..............................................................................................14图28重质纯碱价格价差（元/吨）...............................