EPISODE · Feb 8, 2026 · 52 MIN
氟化工行业学习分享
from 马桶时间
这段时间随着有色的大幅上涨，越来越多的人开始讨论整个其它周期行业的表现，比如能源，化工，农产品。本期节目主要是戴老师最近的学习分享，欢迎大家在评论区交流。-- 时间线 --00:34 氟化工概述28:00 景气周期复盘32:00 市场格局和龙头公司对比44:00 大宗周期对化工的可能影响本期播客中的任何内容，仅供参考，不代表任何投资建议与承诺。有任何关于节目的疑问、吐槽、建议和想法，欢迎联系我们：[email protected]；添加节目小助手“MYTime9695”进行盲盒式的互动😂；也可以关注“小宇宙的马桶时间”公众号给我们留言、私信。在小宇宙查看该单集文稿
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This episode is 52 minutes long.
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This episode was published on February 8, 2026.
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