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押题：石化化工 4家龙头企业：恒逸石化、恒力石化、荣盛石化、桐昆股份资金逻辑：基金狂买，抢赛道；产业逻辑：上游石油涨价，产能扩张，民企设备新、成本低；风险提示：产能太大了，就会过剩，如果欧洲疫情不好转，往哪儿销售？
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