Target reported another quarter of declining sales and profits as it struggles to regain its footing with customers who are facing higher prices almost everywhere.
“冲突持续”假设下,第二轮谁接棒?在“战争拖长、霍尔木兹海峡长期不畅”的情景假设下,除了已经明显涨价的甲醇、LPG、硫磺、国际尿素外,部分目前仅处于情绪预热或温和跟涨的品种,将逐步进入第二轮、更具结构性的涨价周期,典型代表是硫磺的二次冲击、聚烯烃系统抬升,以及乙二醇的成本托底与补涨机会。
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