五部门联合印发通知，推进化工园区规范建设和高质量发展，硝酸、硫磺价格上涨

Core Viewpoint - The recent notice from multiple government departments aims to promote the standardized construction and high-quality development of chemical parks, focusing on three main measures: reviewing provincial recognition methods, strict management of park recognition, and accelerating the rectification of issues within chemical parks [1][3]. Industry News Summary - The notice was issued by the Ministry of Industry and Information Technology, the Ministry of Natural Resources, the Ministry of Ecology and Environment, the Ministry of Transport, and the Ministry of Emergency Management [1][3]. - The three key measures outlined in the notice include: 1. Reviewing provincial chemical park recognition methods 2. Strict management of chemical park recognition 3. Accelerating the rectification of issues within chemical parks [1][3]. Product Price Tracking - WTI oil price decreased by 1.7%, settling at $62.8 per barrel [4]. - Key chemical products saw varied price movements: - Rubber, pure MDI, and ethylene glycol prices increased by 0.7%, 0.3%, and 0.04% respectively - Prices for organic silicon, urea, liquid methionine, light soda ash, TDI, acetic acid, polymer MDI, PVC (ethylene method), solid methionine, caustic soda, calcium carbide, and PVC (calcium carbide method) decreased by 8%, 2.9%, 1.8%, 1.6%, 1.6%, 1.5%, 0.6%, 0.5%, 0.4%, 0.3%, and 0.3% respectively [4]. - The top five chemical products with price increases included industrial-grade lithium carbonate (+15.6%), battery-grade lithium carbonate (+15.2%), nitric acid (+6.9%), liquid oxygen (+6.3%), and methylamine (+6.2%) [4]. Chemical Sector Performance - The basic chemical sector rose by 3.27% compared to the previous week, outperforming the CSI 300 index, which increased by 2.37% [6]. - The basic chemical sector ranked 11th among all sectors in terms of weekly growth [6]. - Notable sub-sectors with significant weekly gains included modified plastics (+11.44%), other plastic products (+6.2%), fluorochemicals (+6.04%), synthetic resins (+6.02%), and rubber additives (+5.77%) [6]. Focused Sub-sector Insights - The industry is at a relative bottom, with a focus on supply-demand marginal changes: 1. Stable demand with global supply dominance in sectors like sucralose, pesticides, and MDI [7]. 2. Domestic demand driving growth in refrigerants and fertilizers, with specific companies recommended for investment [7]. 3. Attention on sub-sectors with potential for capacity recovery, such as organic silicon and spandex [7]. Investment Opportunities - Opportunities exist in supply replacement gaps, with key recommendations including companies in OLED materials, catalytic materials, and synthetic biology [8]. - Suggested companies for attention include those involved in electronic gases and synthetic biology [8].