发布于: | 雪球 | 回复:26 | 喜欢:0 |
量大和毛利不一定成正比,否则公司也不会开拓新业务了,对待这点我还是持谨慎态度,特别是和去年相比,酒精业绩出现了大幅度的下滑,这个也是一点佐证。
其实这个话上次CC的时候就说了,不知道四季度有没有希望。
"We are also encouraged by the early positive signs for our newly-completed chlorinated polyethylene and foam insulation plants. The feedback on trial product samples from prospective customers has been very positive, with some prospects rating our products among the best in market. We expect new revenue from this entirely new business line in the fourth quarter.
这个方法太复杂了吧,应该还是用石油直接分馏的乙烯氯化比较简单。所以我觉得食用酒精这块应该没什么前途了,公司在另外想办法。突破前期高点4.4就可以出了,长期持有意义不大。