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实质性放量配合”。她判断，本轮行业景气周期将以弱复苏、强分化为特征，头部企业受益于规模、成本和差异化优势，盈利修复更为稳定。　　隆众资讯氨纶分析师王东海认为，本轮氨纶属于温和弱复苏阶段，虽上行幅度有限，但具备一定的持续性。他建议后续重点关注三方面变量：一是出清产能及头部企业新增产能的投放节奏；二是下游纺织终端订单及补库需求变化；三是PTMEG、纯MDI等核心原料的价格波动。　　从企业端看，华峰化学

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