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加拿大皇家银行表示，利安德巴塞尔有望在第二季度受益于聚乙烯和聚丙烯价格上涨。

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-- 加拿大皇家银行资本市场（RBC Capital Markets）周日发布的一份报告称，利安德巴塞尔工业公司（LYB）第一季度业绩稳健，预计第二季度业绩将显著改善，这主要得益于聚乙烯和聚丙烯价格的上涨。 分析师表示，第二季度聚乙烯价格上涨约30美分/磅，聚丙烯价格上涨约20美分/磅，如果霍尔木兹海峡继续关闭，价格可能进一步上涨。报告还指出，管理层预计其在欧洲、亚洲和国际市场的烯烃和聚烯烃业务盈利能力将有所增强，同时维护成本也将降低。 分析师表示：“利安德巴塞尔尚未看到美国/欧洲市场需求萎缩的迹象，鉴于耐用品消费低迷，利安德巴塞尔认为这种情况不太可能发生，尤其是在全球聚乙烯价格仍远低于2021年峰值的情况下。” 分析师预计，第二季度环比增长约7亿至8亿美元，主要得益于聚乙烯价格每磅上涨约30美分；聚丙烯价格每磅上涨10美分，预计环比增长2亿至3亿美元；此外，停机时间减少也将带来约8500万美元的增长。 总体而言，加拿大皇家银行(RBC)目前预测，2026年全年息税折旧摊销前利润(EBITDA)将接近55亿美元，高于此前预测的38.5亿美元；第二季度EBITDA预计约为15亿美元，高于此前预测的10.9亿美元；第三季度利润可能超过20亿美元。该预测基于霍尔木兹海峡的中断将持续到5月份，考虑到航运延误和供应链问题，预计之后将有1至3个月的时间恢复正常。 加拿大皇家银行(RBC)将利安德巴塞尔工业公司(LyondellBasell Industries)的目标股价从91美元上调至94美元，并维持“跑赢大盘”评级。 周一，利安德巴塞尔的股价上涨超过2%。

Price: $76.76, Change: $+1.77, Percent Change: +2.35%

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