瑞银证券：在顺周期行业中，基于反内卷更看好太阳能、化学品和锂行业。

Core Viewpoint - UBS Securities expresses a positive outlook on the solar, chemicals, and lithium industries, emphasizing a preference for these sectors based on a rebound from the trend of "involution" in cyclical industries [1] Industry Summary - The solar industry is highlighted as a key area of growth, benefiting from increasing demand and supportive government policies [1] - The chemicals sector is expected to perform well due to rising industrial activity and a recovery in global supply chains [1] - The lithium industry is positioned favorably, driven by the growing electric vehicle market and the need for energy storage solutions [1]