持有轮胎股的注意风险。

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Kind-1 (TextNote)

2026-03-27T15:04:05Z

持有轮胎股的注意风险。

橡胶必需品石脑油生产端目前库存只剩2-3周,已经过了临界点。

不管海峡什么时候通,成本端涨价板上钉钉。 再叠加海运成本提升,会明显侵蚀利润。

目前轮胎厂重点都放在废物再利用率提升,效果有限。 https://files.sovbit.host/media/87e02be9ae3894742a3fedda2e6b33675b642800633ab8c7ac1a306f107ac81c/e07f0d8698d1f35256626cc3e70651a03d293f512abf164d7d24fb2c419fcaff.webp https://files.sovbit.host/media/87e02be9ae3894742a3fedda2e6b33675b642800633ab8c7ac1a306f107ac81c/a41ccf5e3bdd9035b86e56ff81012bda7f28a36fc8524eebc20bbba461c22b8f.webp https://files.sovbit.host/media/87e02be9ae3894742a3fedda2e6b33675b642800633ab8c7ac1a306f107ac81c/71df6446b5582766f0615b172fb53b60ea0192bf15622df65d6e1a6d2b400b1a.webp https://files.sovbit.host/media/87e02be9ae3894742a3fedda2e6b33675b642800633ab8c7ac1a306f107ac81c/7251d2c5d7e11d742e3d8e4522cce97962d5b9568d2b00090c0018ae36d3fda2.webp

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