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国泰君安:化工行业供需博弈演绎中 周期底部看成长

Securities Times ·  Nov 22, 2023 08:54

证券时报网讯,国泰君安研报指出,周期底部看成长,国内经济趋势性恢复中,海外去库存接近尾声,需求边际向上趋势明确。2023-2024年属于化工行业新增供给集中释放期,供需博弈仍在演绎中,周期底部有扩张能力的龙头公司仍将是下一轮周期向上的主要受益者,单纯扩产能已不符合发展新模式,扩链(新产品)强链(拿上游资源)是主要方向,受益子行业包括聚氨酯、煤化工、农药原药、钛白粉、纯碱、钾肥、轮胎等。

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