碳排放影 响评价纳入环境影 响评价体系

1、坚决遏制高耗能、高排放项目盲目发展，1 HYPERLINK /xxgk2018/xxgk/xxgk03/202105/t20210531_835511.html /xxgk2018/xxgk/xxgk03/202105/t20210531_835511.html2 HYPERLINK /ywdt/zbft/202106/t20210602_835912.shtml /ywdt/zbft/202106/t20210602_835912.shtml 3 HYPERLINK /news/feedmarket/2021-05-13/2036694.html /news/feedmarket/2021-

2、05-13/2036694.html * 6543210(1)(2)(3)(4)250%基础化工石油化工沪深300200%150%100%50%0%-50%14-0114-0414-0714-1015-0115-0415-0715-1016-0116-0416-0716-1017-0117-0417-0717-1018-0118-0418-0718-1019-0119-0419-0719-1020-0120-0420-0720-1021-0121-04基础化工(ppt)煤炭综合农林牧渔轻工制造通信纺织服装汽车食品饮料 电力设备 电子元器件建材医药有色金属商贸零售石油石化机械建筑国防军工电力及公

3、用事业钢铁交通运输计算机 银行房地产传媒家电非银行金融餐饮旅游250%200%150%100%50%0%-50%14-0114-0414-0714-1015-0115-0415-0715-1016-0116-0416-0716-1017-0117-0417-0717-1018-0118-0418-0718-1019-0119-0419-0719-1020-0120-0420-0720-1021-0121-04-100%农用化工合成纤维及树脂化学原料化学制品64（元/股）涨幅涨幅(ppt)对涨幅300涨幅(ppt)300涨幅(ppt)002091.SZ江苏国泰9.3032.7%33.4047.9

4、1%44.8116.600423.SH柳化股份4.4732.6%33.3768.68%65.58002341.SZ新纶科技5.0030.2%30.9460.26%002411.SZ延安必康6.2030.0%30.7129.44002407.SZ多氟多35.3829.4%30.09300340.SZ科恒股份16.0927.5%300230.SZ永利股份5.482002250.SZ联化科技28.002326.SZ永太00242代码公司股价近一周绝对近一周相对沪深300近一个月绝近一个月相对沪深20年至今相对沪深21年至今相对 64（元/股）涨幅涨幅(ppt)对涨幅300涨幅(ppt)300涨幅(p

5、pt)300涨幅(ppt)300225.SZ金力泰17.17-13.9%-13.21-5.09%-8.18163.51-23.93601058.SH赛轮轮胎10.07-8.7%-7.97-0.59%-3.69102.5337.78002591.SZ恒大高新6.33-6.5%-5.7711.05%7.95-59.84-15.91002453.SZ华软科技5.78-5.9%-5.13-1.87%-4.97-22.30-29.12002004.SZ华邦健康6.72-5.5%-4.763.86%0.7617.88-3.35000635.SZ英力特11.13-5.1%-4.3925.20%22.1015

6、.7514.30002386.SZ天原股份10.75-5.0%-4.3165.38%62.2956.6652.95300041.SZ回天新材16.33-5.0%-4.272.38%-0.7234.05-14.67002360.SZ同德化工7.30-4.7%-3.97-5.64%-8.7412.37-34.10600873.SH梅花生物6.12-4.7%-3.940.49%-2.6116.502.39代码公司股价近一周绝对近一周相对沪深300近一个月绝近一个月相对沪深20年至今相对沪深21年至今相对沪深 726252423222122016-122017-032017-062017-09基础化工

7、板块估值2017-122018-032018-062018-092018-12 2019-032019-062019-092019-12均值 2020-032020-062020-09 2020-122021-01.22016-2017-2017-基础化工相对沪深300估值2017-2017-2018-2018-2018-2018- 2019-2019-2019-2019-2020-2020-均值2020-2020-2021-/10.53315,000周度涨幅前十单位最新价格 周涨跌幅 月涨跌幅 季涨跌幅 年涨幅 2021年均价 2020年均价 2019年

8、均价 2018年均价 2017年均价 2016年均价 2015年均价 2014年均价 2013年均价液氯元/吨1,50120.3%4.8%-9.3%167.6%1,4418253744956320632756622草甘膦元/吨46,50012.0%22.4%52.5%113.8%33,15922,33724,97626,71223,83718,67419,84628,87036,601合成氨元/吨4,10010.8%16.5%39.0%49.1%3,2362,9132,9853,0242,5261,9752,1702,3822,643六氟磷酸锂元/吨315,00010.5%18.9%57.5%

9、288.9%194,88682,971102,029125,952237,885395,946动力煤元/吨9309.1%15.9%47.4%69.7%787576592651644475413523589尿素（小颗粒）元/吨2,4608.8%16.6%20.6%49.1%2,1031,6951,8531,9731,6331,2981,5631,5261,8222.4D元/吨22,0008.6%8.6%17.3%39.7%19,08015,15918,98121,24016,47512,592液化气元/吨4,3007.5%-2.7%2.4%64.1%4,3203,4154,0654,5333,2

10、284,0016,1576,321炭黑元/吨8,0505.9%9.5%3.9%61.0%7,6115,2826,4638,0276,8794,3945,1026,1446,592国际石脑油美元/桶705.4%4.7%3.6%126.8%6240576754435395101周度跌幅前十单位最新价格 周涨跌幅 月涨跌幅 季涨跌幅 年涨幅 2021年均价 2020年均价 2019年均价 2018年均价 2017年均价 2016年均价 2015年均价 2014年均价 2013年均价软泡聚醚元/吨14,550-14.7%-23.0%-26.7%57.3%18,46812,71310,66512,672

11、11,4779,71911,10413,95213,113环氧丙烷元/吨14,200-13.4%-26.0%-27.6%50.3%18,30012,25110,12212,07810,9229,19210,57813,17712,490聚醚多元醇元/吨14,350-12.8%-24.1%-26.8%56.8%18,33412,59910,61312,64411,4199,682电石元/吨4,346-9.8%-13.1%-6.8%47.8%4,4113,1733,1873,3423,0852,6632,6803,1763,347丁酮元/吨7,650-8.9%-16.4%-9.5%21.9%8,1

12、007,0197,6958,1838,4685,7596,3309,7198,665维生素D3元/吨105,000-8.7%-25.0%-25.0%-47.5%130,227174,135230,577412,404269,26996,76496,308122,86584,788硬泡聚醚元/吨13,200-8.5%-16.5%-17.5%44.3%15,23111,08010,01911,36410,6759,06110,17312,54711,905顺酐元/吨9,250-8.4%-18.5%-13.1%52.9%9,8317,0086,7088,6589,2356,5896,55410,38

13、611,636氟化铝元/吨7,450-8.0%-9.7%-15.3%-9.1%8,5258,27910,19511,1209,6276,3536,6046,6317,075粘胶短纤元/吨12,900-7.9%-8.8%-17.6%44.9%14,2919,38111,67414,51815,78914,47212,82611,97413,441 40,00035,00030,00025,00020,00015,00010,0005,00016-0116-0416-0716-1017-0117-04鞋底原液17-0717-1018-0118-0418-0718-1019-01TPU 19-041

14、9-0719-1020-0120-0420-0720-106,0001,00021-0116-0116-0416-0716-1017-01浆料（干法）17-0417-0717-1018-0118-0418-0718-1019-01聚醚多元醇19-0419-0719-1020-0120-0420-0720-1021-0121,00019,00017,00015,00013,00011,0009,0007,0005,00021-0460,00050,00040,00030,00020,00010,0000Jan-10 Jul-10 Jan-11 Jul-11 Jan-12 Jul-12 Jan-1

15、3 Jul-13 Jan-14 Jul-14 Jan-15 Jul-15 Jan-16 Jul-16 Jan-17 Jul-17 Jan-18 Jul-18 Jan-19 Jul-19 Jan-20 Jul-20 Jan-2110-0150,000(元/吨)40,00030,00020,00010,0000(元/吨)10-0711-0111-0712-0112-07纯MDI13-0113-0714-0114-0715-0115-0716-01聚合MDI16-0717-0117-0718-0118-0719-0119-0720-0120-07(元/吨)TDI26,000(元/吨)21,00016

16、,00011,00021-0121,00019,00017,00015,00013,00011,0009,0007,0005,0003,0001,000BDO10-0110-0711-0111-0712-0112-07软泡聚醚13-0113-0714-0114-0715-0115-0716-01硬泡聚醚16-0717-0117-0718-0118-0719-0119-0720-0120-0721-0110-01(元/吨)(元/吨)10-0711-0111-0712-0112-07环氧丙烷13-0113-0714-0114-0715-0115-0716-0116-07DMF17-0117-071

17、8-0118-0719-0119-0720-0120-0721-012,6002,4002,2002,0001,8001,6001,4001,20016-0116-0416-0716-1017-0117-0417-077-108-01-040701,000120(元/吨)10080604031,000(元/吨)26,00021,00016,000 12-0112-0713-01维生素B113-0714-0114-0715-0115-0716-01维生素B316-0717-0117-0718-0118-0719-01维生素B519-0720-0120-07 21-01016-0116-0416-

18、0716-1017-0117-0417-0717-1018-01三氯蔗糖18-0418-0718-1019-0119-0419-0719-1020-0120-0420-0720-1021-0121-0440,00035,00030,00025,00020,00015,00010,0005,000012-01(元/吨)800,000700,000600,000500,000400,000300,000200,000100,0000(元/吨)12-0713-0113-0714-01味精14-0715-0115-0716-0116-0717-0117-07黄原胶18-0118-0719-0119-0

19、720-0120-07120,000100,00080,00060,00040,00020,000300,000250,000200,000150,000100,00050,00021-01(元/吨)012-01(元/吨)12-0713-01赖氨酸13-0714-0114-0715-0115-0716-01苏氨酸16-0717-0117-0718-0118-07蛋氨酸19-0119-0720-0120-071,600,0001,400,0001,200,0001,000,000800,000600,000400,000200,000021-0112-01(元/吨）12-0713-01维生素C1

20、3-0714-0114-0715-0115-0716-01维生素E16-0717-0117-0718-0118-0719-01维生素A19-0720-0120-0721-0140,00035,00030,00025,00020,00015,00010,0005,0000(元/吨)10-0110-0711-0111-0712-0112-07金属硅13-0113-0714-0114-0715-0115-0716-0116-0717-01有机硅DMC 17-0718-0118-0719-0119-0720-0120-0716,00014,00012,00010,0008,0006,0004,0002

21、,0000(元/吨)21-0110-0123,00021,00019,00017,00015,00013,00011,0009,0007,0005,00010-0711-0111-07涤纶POY12-0112-0713-0113-0714-0114-0715-01涤纶DTY15-0716-0116-0717-0117-0718-0118-07涤纶FDY19-0119-0720-01 20-0721-0112-0125,000(元/吨)20,00015,00010,0005,0000(元/吨)12-0713-0113-0714-0114-07棉花15-0115-0716-0116-0717-01

22、17-0718-01棉浆18-0719-0119-0720-0120-0721-0110-0110-0711-0111-0712-0112-0713-01萤石13-0714-0114-0715-0115-0716-0116-0717-0117-07氢氟酸18-0118-0719-0119-0720-0120-0790,00080,00070,00060,00050,00040,00030,00020,00010,000021-0180,00070,00060,00050,00040,00030,00020,00010,000010-0110-0711-0111-0712-0112-07氨纶40

23、D13-0113-0714-0114-0715-0115-0716-0116-0717-0117-07锦纶切片18-0118-0719-0119-0720-0120-07(元/吨)21-0114,00012,00010,0008,0006,0004,0002,000010-01(元/吨)(元/吨)10-0711-0111-0712-0112-07px13-0113-0714-0114-07PTA15-0115-0716-0116-0717-01MEG17-0718-0118-0719-0119-0720-0120-0760,00050,00040,00030,00020,00010,00035

24、,00030,00025,00020,00015,00010,0005,00021-010010-0110-0711-0111-07R2212-0112-0713-0113-07R3214-0114-0715-0115-0716-01R134a16-0717-0117-0718-0118-0719-0119-0720-0120-0721-0110-0110-0711-0111-0712-0112-0713-01己内酰胺13-0714-0114-0715-0115-0716-0116-0717-0117-07丙烯腈18-0118-0719-0119-0720-0120-0721-0110-01(

25、元/吨)(元/吨)10-0711-0111-0712-0112-07粘胶短纤13-0113-0714-0114-0715-0115-0716-0116-0717-0117-07粘胶长丝18-0118-0719-0119-0720-0120-0721-016,000(元/吨)5,0004,0003,0002,0001,000010-0110-0711-0111-0712-0112-07甲醇13-0113-0714-01 14-0715-0115-07二甲醚16-0116-0717-0117-0718-0118-0719-01甲醛19-0720-0120-0721-0114,00012,00010

26、,0008,0006,0004,0002,0000(元/吨)10-0110-0711-0111-0712-01醋酸12-0713-0113-0714-0114-0715-01醋酐15-0716-0116-0717-0117-0718-01醋酸乙烯18-0719-0119-0720-0120-0721-0150,00045,00040,00035,00030,00025,00020,00015,00010,0005,000010-0110-0711-0111-0712-0112-0713-0113-0714-0114-07PA6615-0115-0716-0116-0717-0117-0718-

27、0118-07 19-0119-0720-0120-0721-0110-0140,00035,00030,00025,00020,00015,00010,0005,0000(元/吨)(元/吨)10-0711-0111-0712-0112-0713-0113-07PC14-0114-0715-0115-0716-0116-0717-0117-07双酚A18-0118-0719-0119-0720-0120-0721-0130,000(元/吨)25,00020,00015,00010,0005,000012-0112-0713-0113-0714-0114-07PMMA15-0115-0716-0

28、116-0717-0117-0718-01MMA18-0719-0119-0720-0120-0720,00018,00016,00014,00012,00010,00021-01(元/吨)8,00010-0110-0711-0111-0712-0112-0713-0113-0714-0114-07POM15-0115-0716-0116-0717-0117-0718-0118-0719-0119-0720-0120-0721-01(元/吨)电石10-0110-0711-0111-0712-0112-0713-0113-0714-0114-0715-0115-0716-0116-0717-01

29、17-0718-0118-0719-0119-0720-0120-0721-013,0002,5002,0001,5001,0005000液氯 10-01(元/吨)10-0711-0111-0712-0112-0713-0113-07纯碱14-0114-0715-0115-0716-0116-0717-0117-0718-01烧碱18-0719-0119-0720-0120-0711,00010,0009,0008,0007,0006,0005,0004,0003,00021-01(元/吨)10-0110-0711-0111-0712-01PVC（电石法）12-0713-0113-0714-0

30、114-0715-0115-0716-0116-0717-01PVC（乙烯法）17-0718-0118-0719-0119-0720-0120-0721-0110-014,0003,5003,0002,5002,0001,5001,0005000(元/吨)6,0005,0004,0003,0002,0001,0000(1,000)10-0711-0111-07尿素（小颗粒）磷酸二铵DAP12-0112-0713-0113-0714-0114-0715-0115-0716-01 16-0717-01磷酸一铵MAP17-0718-0118-0719-0119-0720-0120-075,0004,5004,0003,5003,0002,5002,0001,5001,000