據安迅思休斯頓4月19日消息，由于關鍵商品的強勁需求和供應緊張，華爾街分析師看好2021年化工公司的盈利狀況，其中一家公司提高了其在化工領域16家公司中的10家的盈利預期。

　　Alembic全球顧問公司分析師哈桑.艾哈邁德在一份研究報告中表示，他預計2021年剩余時間里，產品價格上漲將超過原材料成本通脹，每股平均收益同比增長33%的預期“似乎比較保守”。他表示:“我們相信，在2021年期間，我們關注的一些公司極有可能出現盈利正面修正。”

　　美國油漆和涂料生產商PPG上周宣布，第一季度凈銷售額比去年同期增長15%，超過了最初的預期。

　　艾哈邁德表示，向消費者傳遞原材料成本的能力正在令一些綜合產品的利潤率較上年同期強勁增長。

　　在與新冠疫情大流行有關的經濟最初關閉之后，化學品需求的迅速恢復是顯而易見的，因為2020年下半年化學品需求顯著增加。

　　化學品需求快速復蘇的趨勢延續至第一季度，盡管2月份冬季風暴致使美國海灣地區的許多生產商停產，打擊了產量。

　　艾哈邁德表示:“受需求反彈和生產中斷的影響，2021年第一季度大多數大宗化學品價格同比上漲。”他指出，聚乙烯合同價格同比上漲50.8%，乙烯合同價格同比上漲68.9%。

　　張春曉 摘譯自 ICIS

　　原文如下：

　　Analyst eyes strong US 2021 chem earnings as price gains should outweigh raw material cost inflation

　　Robust demand and tight supply of key commodities have Wall Street analysts bullish on 2021 chemical company earnings, with one boosting 2021 earnings estimates for 10 of the 16 companies it covers in the chemical space.

　　Hassan Ahmed, an analyst at Alembic Global Advisors, said in a research note on Monday that he expects that product price gains should outweigh raw material cost inflation over the rest of 2021 and that expectations of an average earnings per share increase of 33% year over year “seems tepid”.“We believe it's highly possible that some of our covered companies will experience positive earnings revisions throughout 2021,” he said.

　　US-based paints and coatings producer PPG announced last week that they beat initial guidance as Q1 net sales were 15% higher than the same quarter a year ago.

　　Ahmed said the ability to pass through rising raw material costs is leading to strong year-over-year margin expansion for some integrated products.

　　The rapid return of demand following the initial pandemic-related shutdown of the economy was evident as chemical volumes picked up markedly in the second half of 2020.

　　The trend continued into the first quarter, although volumes took a hit from Winter Storm Uri in February, which knocked many producers in the US Gulf offline.

　　“Triggered by rebounding demand and outages, most commodity chemical prices in Q1 '21 were up year-over-year,” Ahmed said, noting that contract polyethylene prices rose 50.8% year on year while contract ethylene prices advanced 68.9% year on year.

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