《石化化工行业稳增长工作方案（2025-2026年）》印发，草铵膦、锦纶行业反内卷有序推进 | 投研报告

Core Insights - The "Petrochemical Industry Steady Growth Work Plan (2025-2026)" has been jointly released by seven departments including the Ministry of Industry and Information Technology and the Ministry of Ecology and Environment, aiming to stabilize and promote growth in the petrochemical sector [1][3]. Industry Overview - The herbicide industry, particularly in the case of glyphosate and glufosinate, is undergoing a "de-involution" movement, which is expected to help reverse the current downturn in the industry. A meeting is scheduled for October 12, 2025, to discuss maintaining fair competition and promoting high-quality development [2]. - The average market price for glufosinate raw powder is reported to be 44,500 yuan per ton as of September 25, indicating a stable market [2]. - The nylon industry is facing challenges such as insufficient demand, rising inventory, and declining profitability. Industry leaders are encouraged to adopt a cooperative approach to ensure healthy development [2]. Recommended and Beneficiary Stocks - Recommended stocks include leading companies in various sectors such as Wanhu Chemical, Hualu Hengsheng, Hengli Petrochemical, and others in the chemical and new materials sectors [4][5]. - Beneficiary stocks in the herbicide sector include Lier Chemical, while in the nylon sector, companies like Huading Co., Shunhua Chemical, and others are highlighted [2][4].