Nha may nhua PPE o Arab Saudi ngung san xuat
Cuoi thang 3, cac nha may nhua PPE (polyphenylene ether) tai khu cong nghiep Jubail ngung san xuat do Eo Hormuz bi chan. Jubail truoc do cung cap khoang 70% nhua PPE toan cau. Nhua PPE la vat lieu quan trong de san xuat PCB (ban mach in).
Gia PCB tang 40%
Bao cao Goldman Sachs cho thay gia PCB tang toi 40% vao thang 4 so voi thang 3. Co phieu nha san xuat PCB TTM Technologies cua My tang hon 400% trong mot nam qua.
Shengquan lam ro, co phieu van tang manh
Shengquan Group lam ro san pham PPO cua ho khong co lien quan truc tiep den PPE. Tuy nhien co phieu van tang tran 2 ngay lien, dong o 60.1 yuan/co phieu.
Du bao
Ngan han: tinh hong Trung Dong chua co dau hieu giam nhiet. Thi eu nhua PPE co the keo dai. Theo doi nang luc san xuat thay the va cuoc dam phan ngung ban.
