持有轮胎股的注意风险。

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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。

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