| 華寶證券研報指出 ，此外，“進入易經營難”構築壁壘。海外膠膜產能大幅增長，盈利能力優於國內，2024年一季度粒子價格觸底，行業盈利見底，由於二三線已有產能都存<光算谷歌seostrong>光算谷歌seo代运营在開不滿的情況以及上市融資進展不及預期，膠膜環節實際擴產不及預期，二三線企業出現虧損現象，後續關注頭部廠商出海建廠進展。實際供給大概率少於規劃 。（文章來源：界麵新聞）預計競爭格局加劇的問題在2024年也可能出現緩解。一線廠商仍光算谷光算谷歌seo歌seo代运营保持遠高於二三線的淨利率水平 ，2024年膠膜行業盈利見底，3月14日消息，膠膜價格也同步回升，2024年膠膜行業有望加快出海步伐，2023年行業盈利下滑嚴重，優勢穩固 。 |
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