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申万宏源:有机硅产能占全球近80%

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2026-07-14 00:08:41
据上证报报道,申万宏源证券研报称,中国有机硅(折算为DMC)产能占全球比重接近80%,行业协同挺价意愿强烈,供给端严格执行自律调控,叠加“反内卷”带来成本端支撑,行业有望走出周期底部、向上弹性较大。
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