中信证券：储能带动上游材料景气度回升，反内卷发力化工品价格回暖

Group 1 - The core viewpoint is that the chemical sector is currently trading around three main lines: energy storage demand is driving the improvement in the industry chain's prosperity, with the supply-demand pattern of upstream lithium battery materials expected to be reshaped [1] - The chemical industry is continuing to enhance self-discipline across multiple sectors, which is likely to lead to a bottoming out and recovery in chemical product prices [1] - The chemical products industry itself is experiencing high prosperity, with main business operations expected to maintain high growth [1]