-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點總結如下：我們將目標股價上調23美元至52美元，基於10.0倍的預期市盈率，以及我們2027年每股收益5.22美元的預期（上調1.85美元）。考慮到LYB的息稅前利潤（EBIT）低於歷史水平，這本市盈率較其五年平均值10.8倍略有折讓。我們將2026年每股盈餘預期從2.44美元上調至7.21美元。我們認為，LYB股價在2026年初至今已上漲69%，但其風險報酬比並不理想。中東衝突導致全球20%的石化產能中斷，市場供應趨緊，聚乙烯和聚丙烯價格大幅上漲，為LYB帶來了暫時的效益。 LYB利用其在美國具有成本優勢的乙烷資產以及不斷增長的歐洲產量，填補了供應缺口，從而充分利用了這一有利環境。然而，我們預期這些利好因素將難以持續。此外，如果衝突持續到短期之後，油價上漲和整個價值鏈成本上漲導致的石油需求下降，很可能會抵消供需關係趨緊帶來的任何好處。
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