UBS Equities-APAC Focus China Refining Sector _UBS Evidence Lab inside ...-108572163

报告摘要

Global Research and Evidence Lab APAC Focus: New capacity launch could lag expectations, supporting industry fundamentals

核心要点

5 June 2024
24.50
24.00
21.80
9.11
6.60
22.60
16.33

报告信息

文件全名: 《UBS Equities-APAC Focus China Refining Sector _UBS Evidence Lab inside ...-108572163.pdf》
适合读者: 战略规划行业研究员
核心数据: We expect China's refining capacity growth to slow to 1-2% in 2024-26, and the
1.2% (vs 2.3% demand growth), and expect refining fundamentals to remain intact in
expects, and forecast the effective capacity growth of ethylene in China at 4.6%, well
short of the planned 18%. IHS forecasts 2024E global ethylene supply growth to slow
from 4.3% in 2023 to 2.6%. We also expect naphtha-based ethylene to turn from losses
核心议题: 管理咨询

常见问题

《UBS Equities-APAC Focus China Refining Sector _UBS Evidence Lab inside ...-108572163》主要包含哪些内容?

Global Research and Evidence Lab APAC Focus: New capacity launch could lag expectations, supporting industry fundamentals核心数据:We expect China's refining capacity growth to slow to 1-2% in 2024-26, and the;1.2% (vs 2.3% demand growth), and expect refining fundamentals to remain intact in;expects, and forecast the effective capacity growth of ethylene in China at 4.6%, well。

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覆盖 2024 年,全文约 35。

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