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| 2021-02-02 来源： 中国石化新闻网 |
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石化新闻 |
中国石化新闻网讯 据ICIS网站1月28日消息 美国陶氏化学预计聚乙烯（PE）和聚氨酯（PU）将继续保持增长势头，推动第一季度和2021年盈利进一步增长。此前第四季度表现强劲，超过华尔街普遍预期。 陶氏化学首席执行官Jim Fitterling在该公司第四季度财报电话会议上表示：“进入第一季度，需求仍保持良好态势，库存水平仍较低，开工率良好。在美国墨西哥湾沿岸，第四季度我们的开工率在90%左右。因此，我们将看到……聚乙烯业务的利润率很高。” 他指出，美国第四季度的聚乙烯的利润约为7美分/磅，欧洲为13美分/磅，亚洲为10美分/磅。 陶氏认为，包装和特种塑料（P&SP）行业继续推动销售增长，预计2021年第一季度的收入将比2020年第四季度连续增长2-5%，聚乙烯定价受到供应紧张的支撑。 王磊 摘译自 ICIS 原文如下： Dow sees momentum in PE, PU driving earnings gains in Q1, 2021 US-based Dow expects continued momentum in polyethylene (PE) and polyurethanes (PU) driving further earnings growth in Q1 and 2021 following a strong Q4 that soundly beat Wall Street consensus estimates. “Demand still continues to look good into the first quarter, inventory levels are still low [and] operating rates are good. In the US Gulf Coast, our operating rates were in the mid-90s% in the fourth quarter. So we’re going to see… good margins in the PE business,” said Jim Fitterling, CEO of Dow, on the company’s Q4 earnings conference call. PE margins in Q4 were up about 7 cents/lb in the US, 13 cents/lb in Europe and 10 cents/lb in Asia, he noted. Dow sees the Packaging & Specialty Plastics (P&SP) segment continuing to drive sales growth with Q1 2021 revenues expected to be up 2-5% on a sequential basis versus Q4 2020 with PE pricing strength supported by tight supply. |
