Leon 的个人博客https://leonnchen.top/%E8%82%A1%E7%A5%A8%E5%88%86%E6%9E%90/bottleneck-map/2026-06-06/Recent content on Leon 的个人博客Hugozh-CNchenz6679@gmail.com (Leon)chenz6679@gmail.com (Leon)<link>https://leonnchen.top/%E8%82%A1%E7%A5%A8%E5%88%86%E6%9E%90/bottleneck-map/2026-06-06/00-10-%E4%BF%A1%E5%8F%B7%E6%89%AB%E6%8F%8F/</link><pubDate>Mon, 01 Jan 0001 00:00:00 +0000</pubDate><author>chenz6679@gmail.com (Leon)</author><guid>https://leonnchen.top/%E8%82%A1%E7%A5%A8%E5%88%86%E6%9E%90/bottleneck-map/2026-06-06/00-10-%E4%BF%A1%E5%8F%B7%E6%89%AB%E6%8F%8F/</guid><description><h1 id="瓶颈猎手信号扫描--2026-06-06-0010">瓶颈猎手信号扫描 — 2026-06-06 00:10</h1> <h2 id="本轮摘要">本轮摘要</h2> <p><strong>第一百六十轮（深夜扫描 00:10）</strong></p> <p>本轮关键发现：<strong>Almonty $700M可转债超额认购（watchlist漏录，重大状态更新）</strong>。另有PGME石脑油改善信号（June 2 Takaichi声明）需纳入监控，June 15外限倒计时9天不变。其余S/A级瓶颈状态无变化。</p></description></item><item><title/><link>https://leonnchen.top/%E8%82%A1%E7%A5%A8%E5%88%86%E6%9E%90/bottleneck-map/2026-06-06/11-09-%E4%BF%A1%E5%8F%B7%E6%89%AB%E6%8F%8F/</link><pubDate>Mon, 01 Jan 0001 00:00:00 +0000</pubDate><author>chenz6679@gmail.com (Leon)</author><guid>https://leonnchen.top/%E8%82%A1%E7%A5%A8%E5%88%86%E6%9E%90/bottleneck-map/2026-06-06/11-09-%E4%BF%A1%E5%8F%B7%E6%89%AB%E6%8F%8F/</guid><description><h1 id="瓶颈猎手信号扫描--2026-06-06-1109">瓶颈猎手信号扫描 — 2026-06-06 11:09</h1> <p><strong>第一百六十二轮</strong></p> <h2 id="本轮摘要">本轮摘要</h2> <p>三项新增/升级信号：①<strong>CHG H1执行风险入库（Kilgore厂停产，EPS-8%，股价-5%）</strong>——新的执行层风险，不影响核心thesis，但需纳入估值调整；②<strong>WF6进入H2临界窗口</strong>——25天后进入H2，日本供应商已正式通知三星/SK海力士准备削减，库存&quot;仅能维持至May-June&quot;现已到期；③<strong>PGME裂解率实际下滑（April 67.3% vs March 78.6%）</strong>——石脑油原料85%恢复≠PGME生产恢复，June 15外限9天。</p></description></item></channel></rss>