> 数据图表如何才能烯烃供需平衡，关注低成本优势产能2025-8-4烯烃供需平衡，关注低成本优势产能图表：聚乙烯供需平衡表PE产能（万吨）产量（万吨）开工率进口量（万吨）出口量（万吨）表观消费量（万吨）2017169813992018181315872019190617652020225620042021266123482022287125412023313127902024342127972025E2026E2027E35552991431531944315340582.38%87.57%92.62%88.85%88.26%88.50%89.11%81.75%84.13%74.03%78.93%1180252554140223296716662834031853253832135048365013477238154.51%13448340516.18%13858241001.21%13578642623.97%13309044344.02%13049546144.06%表观消费量增速16.19%14.70%12.61%-4.75%资料来源：Wind、卓创资讯、百川盈孚、国海证券研究所图表：聚丙烯供需平衡表PP产能（万吨）产量（万吨）开工率进口量（万吨）出口量（万吨）表观消费量（万吨）表观消费量增速2017214419792018224420922019244622352020281625542021313128602022339430142023388932252024438234632025E2026E44023660516938652027E5169408092.28%93.23%91.37%90.71%91.33%88.79%82.93%79.03%83.14%74.79%78.94%3182922673283123895.39%3493425506.72%45036296916.43%29211530372.32%29311631915.06%27011533805.92%23621634833.03%22422736575.00%21323838405.00%20225040325.00%资料来源：Wind、卓创资讯、百川盈孚、国海证券研究所请务必阅读报告附注中的风险提示和免责声明 24国海证券能源矿产
