-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下：我们将目标股价上调23美元至52美元，基于10.0倍的预期市盈率，以及我们2027年每股收益5.22美元的预期（上调1.85美元）。考虑到LYB的息税前利润（EBIT）低于历史水平，这一市盈率较其五年平均水平10.8倍略有折让。我们将2026年每股收益预期从2.44美元上调至7.21美元。我们认为，LYB股价在2026年年初至今已上涨69%，但其风险回报比并不理想。中东冲突导致全球20%的石化产能中断，市场供应趋紧，聚乙烯和聚丙烯价格大幅上涨，这为LYB带来了暂时的收益。 LYB利用其在美国具有成本优势的乙烷资产以及不断增长的欧洲产量，填补了供应缺口，从而充分利用了这一有利环境。然而，我们预计这些利好因素难以持续。此外，如果冲突持续到短期之后，油价上涨和整个价值链成本上涨导致的石油需求下降，很可能会抵消供需关系趋紧带来的任何益处。
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