Ping An Securities Research Report pointed out that it is recommended to focus on sectors such as fluorine chemicals, chemical fibers, and phosphorus chemicals. 1) Fluorochemicals: Quota issuance has been implemented, the fundamentals of supply and demand are gradually being repaired, and the long-term boom cycle is beginning. It is recommended to focus on: Juhua Co., Ltd., Sanmei Co., Ltd.; 2) Chemical fiber: the industry plans to reduce production, and the fundamentals of polyester filament are expected to be repaired. It is recommended to focus on: Hengli Petrochemical, etc.; 3) Phosphorus chemicals: tight supply and demand for phosphate ore, and strong cost support. Recommended attention: Yuntianhua, Chuanheng Co., Ltd., etc.
The translation is provided by third-party software.
The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.