基础化工周报：中东冲突加剧，引发烯烃等化工品价格大幅上涨-20260308

1. Report Industry Investment Rating No information provided in the given text. 2. Report's Core View The report focuses on the weekly data of the basic chemical industry, showing the price and profit changes of various chemical products due to the intensification of the Middle - East conflict, which has led to significant price increases in chemicals such as olefins [1][2]. 3. Summary by Relevant Catalogs 3.1 Basic Chemical Weekly Data Briefing - Related Company Performance - Stock Price Fluctuations: The basic chemical index had a -0.6% change in the past week, 9.6% in the past month, 23.6% in the past three months, 52.0% in the past year, and 18.5% since the beginning of 2026. Companies like Wanhua Chemical, Baofeng Energy, Satellite Chemical, Hualu Hengsheng, New Hope Liuhe, and Andisul also showed different degrees of price changes [8]. - Profit Tracking: The report provides the total market value,归母净利润, PE, and PB of relevant companies from 2024A to 2027E [8]. - Product Data - Polyurethane Industry: This week, the average prices of pure MDI, polymer MDI, and TDI were 18343, 14607, and 15713 yuan/ton respectively, with week - on - week increases of 829, 679, and 957 yuan/ton. Their respective gross profits were 4599, 1863, and 3838 yuan/ton, with week - on - week increases of 370, 220, and 117 yuan/ton [2][8]. - Oil, Gas, and Olefin Industry - Raw Material Prices: The average prices of ethane, propane,动力煤, and naphtha were 1206, 5490, 520, and 5085 yuan/ton respectively, with week - on - week changes of +95, +1006, +0, and +770 yuan/ton [2]. - Product Prices and Profits: The average price of polyethylene was 7554 yuan/ton, with a week - on - week increase of 424 yuan/ton. The theoretical profits of ethane cracking, CTO, and naphtha cracking to produce polyethylene were 1160, 1657, and -1006 yuan/ton respectively, with week - on - week changes of +153, +240, and -537 yuan/ton. The average price of polypropylene was 7092 yuan/ton, with a week - on - week increase of 502 yuan/ton. The theoretical profits of PDH, CTO, and naphtha cracking to produce polypropylene were -1056, 1591, and -917 yuan/ton respectively, with week - on - week changes of -434, +333, and -442 yuan/ton [2]. - Coal Chemical Industry: The average prices of synthetic ammonia, urea, DMF, and acetic acid were 2025, 1817, 4109, and 2577 yuan/ton respectively, with week - on - week changes of -23, +31, +91, and +65 yuan/ton. Their respective gross profits were 25, 125, 24, and 375 yuan/ton, with week - on - week changes of -37, +4, +39, and +1 yuan/ton [2]. - Animal Nutrition Industry: The average prices of VA, VE, solid methionine, and liquid methionine were 60.5, 60.9, 19.9, and 15.2 yuan/kg respectively, with week - on - week changes of +0.0, +3.4, +1.4, and +0.8 yuan/kg [2]. 3.2 Basic Chemical Weekly Report - 2.1 Basic Chemical Index Trend: No detailed content provided in the given text. - 2.2 Polyurethane Plate: The report shows the price trends and price - spread situations of pure MDI, polymer MDI, and TDI in China [14][16]. - 2.3 Oil, Gas, and Olefin Plate - Raw Material Price Trends: It includes the price trends of MB ethane, NYMEX natural gas, East China propane, Brent crude oil, domestic动力煤, and naphtha [21][22][27]. - Profit Situations: It presents the profit situations of ethane cracking to produce PE, PDH to produce PP, coal - made PE and PP, and naphtha - made PE and PP, as well as the profit comparisons of different routes for producing polyethylene and polypropylene [30][31][35][37][38]. - 2.4 Coal Chemical Plate - Coal - Coking Products: It shows the price trends and gross profits of domestic coking coal and coke [40][41]. - Traditional Coal Chemical Products: It presents the price and gross profit situations of synthetic ammonia, methanol, urea, DMF, and acetic acid [43][47][49]. - New Materials: It shows the price and gross profit situations of DMC, oxalic acid, octanol, adipic acid, caprolactam, PA6, and PA66 [9]. - 2.5 Animal Nutrition Plate: It shows the price trends of VA, VE, solid methionine, and liquid methionine [55][57][61].