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韩国石化反弹:中东战争推高石脑油库存价值,NCC开工率回升
发布: · 来源: mk.co.kr

一句$话总结: 受中东战争影响,石脑油价格上涨,韩国石化企业库存重估收益反映在业绩中,乐天化学、LG化学和韩华解决方案出现反弹。
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由于中东战争推高石脑油价格,低迷的韩国石油化工行业出现短期反弹。价格上涨带来持有库存的重估收益,乐天化学录得735亿韩元营业利润。LG化学和韩华解决方案业绩也有所改善,丽川和大山地区NCC开工率据称同步上升。不过,市场认为此次改善更接近成本和库存评估带来的暂时效果,而非行业景气全面复苏。业内也出现通过结构调整改善体质的声音。来源: mk.co.kr
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