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PriceSeek提醒：神马股份上半年扭亏 PA66行业触底修复

2026-07-28 15:09:32来源：生意社  


(资料图)

神马股份近日发布2026年上半年业绩预告，预计归母净利润6600万元、扣非净利6500万元，对比去年同期亏损1.28亿元实现大幅扭亏。盈利主因上半年PA66切片、工业丝、帘子布市场均价同比大幅上涨，叠加公司己二腈自主产能试产、全产业链一体化降本增效，汽车轮胎、安全气囊下游需求回暖拉动出货，尼龙66行业周期触底修复，同时也印证中部平顶山尼龙产业集群成本壁垒优势。

PriceSeek评析PA66，多空评分：1神马股份2026年上半年大幅扭亏印证PA66行业周期触底修复，上半年PA66切片市场均价同比大幅上涨，叠加己二腈自主产能落地带动全产业链降本增效，下游汽车轮胎、安全气囊需求回暖拉动出货，供需格局改善对PA66现货价格形成明确支撑，利好其价格走势。
关键词： PA66

责任编辑：hnmd003

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