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民营大炼化板块交出亮眼“期中答卷” 龙头有望迎来业绩与估值共振修复_我的网站

海豚湾恋人

A | (ECNS) -- China remained Germany’s largest trading partner in the first half of 2026, with bilateral trade reaching 125.5 billion euros ($146.8 billion), according to data released by the German Federal Statistical Office on Wednesday. China was Germany’s largest trading partner for eight consecutive years from 2016 to 2023. The United States overtook China in 2024, before China regained the top position in 2025. In the first half of 2026, the United States ranked second among Germany’s trading partners, with bilateral trade totaling 123.7 billion euros, followed by the Netherlands at 109.3 billion euros. 。　　民营大炼化板块交出亮眼“期中答卷”龙头有望迎来业绩与估值共振修复人民财讯8月26日电，8月以来，全球成品油市场裂解价差持续走阔，美国柴油期货与WTI（西得克萨斯中间基原油）原油期货价差一度创下102.2美元的历史新高。在海外炼能遭受战事重创、国内产能政策落地的双重背景下，A股民营大炼化板块交出了一份亮眼的“期中答卷”。 8月25日，荣盛石化发布半年报，净利激增超7倍。此外，近期恒逸石化、恒力石化、卫星化学披露半年度业绩，均实现大幅增长。

B | 券商机构普遍认为，全球炼化行业格局正在经历深刻重构，拥有全产业链一体化优势的民营大炼化龙头作为稀缺资产，有望迎来业绩与估值的共振修复。。

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Published on:01:07:44