中国银河证券：看好内需潜力释放下化工行业结构性机会

Group 1 - The core viewpoint is that China Galaxy Securities expects Brent oil prices to fluctuate in the range of $68 to $72 per barrel in the near term, indicating that the cost side is not the key factor affecting industry profitability, but rather the improvement in supply and demand dynamics [1] - Global geopolitical conflicts and trade tensions remain uncertain, which could impact market conditions [1] - The expectation is that domestic economic stimulus policies will continue to be implemented, leading to a positive outlook on the structural opportunities within the chemical industry due to the potential release of domestic demand [1]