七部门联合部署石化化工行业2025-2026年稳增长工作，双氧水、氢氟酸价格上涨

Core Viewpoint - The joint release of the "Petrochemical Industry Stabilization and Growth Work Plan (2025-2026)" by seven government departments aims to address industry bottlenecks and promote stable operation and structural optimization in the petrochemical sector [1][3]. Group 1: Policy and Industry Outlook - The "Work Plan" outlines ten key tasks across five major directions to create a dual driving force for growth and transformation in the petrochemical industry [3]. - The plan is a collaborative effort involving the Ministry of Industry and Information Technology, Ministry of Ecology and Environment, Ministry of Emergency Management, People's Bank of China, State Administration for Market Regulation, National Financial Supervision Administration, and the All-China Federation of Supply and Marketing Cooperatives [1][3]. Group 2: Market Performance - The top five chemical products with price increases this week include hydrogen peroxide (+16.7%), anhydrous hydrofluoric acid (+10.5%), coking coal (+7.1%), paraquat (+6.3%), and Brent crude oil (+5.2%) [1][5]. - The WTI oil price rose by 4.9% to $65.72 per barrel this week [4]. Group 3: Subsector Analysis - The prices of DMF, organic silicon, titanium dioxide, acetic acid, and caustic soda increased by 2.6%, 0.9%, 0.8%, 0.3%, and 0.1%, respectively [5]. - Conversely, the prices of VE, urea, ethylene glycol, calcium carbide PVC, VA, rubber, polymer MDI, liquid methionine, ethylene PVC, and solid methionine decreased by 7.3%, 1.8%, 1.4%, 1.1%, 0.8%, 0.7%, 0.6%, 0.6%, 0.3%, and 0.2%, respectively [5]. Group 4: Sector Performance - The basic chemical sector increased by 0.32% this week, underperforming the CSI 300 index, which rose by 1.07%, resulting in a 0.75 percentage point lag [7]. - The sub-industries with significant weekly gains include synthetic resin (+15.49%), rubber additives (+12.33%), coatings and inks (+5.22%), polyester (+3.74%), and viscose (+2.26%) [7].