智通财经网·2025-11-17 08:33Core Insights - The China Securities report indicates that the CITIC Basic Chemical Industry Index rose by 0.75% in October 2025, ranking 18th among 30 CITIC primary industries, with potassium fertilizer, inorganic salts, and tire industries performing well [1][2] - The overall chemical product prices continued to decline in October 2025, prompting the industry to maintain a "market synchronization" investment rating [1][2] - The investment strategy for November 2025 suggests focusing on polyester filament, organic silicon, spandex, phosphate, and potassium fertilizer industries [1] Market Review - In October 2025, the CITIC Basic Chemical Industry Index increased by 0.75%, underperforming the Shanghai Composite Index by 1.10 percentage points but outperforming the CSI 300 Index by 0.75 percentage points, ranking 18th among 30 CITIC primary industries [2] - Over the past year, the CITIC Basic Chemical Index has risen by 28.58%, outperforming the Shanghai Composite Index by 8.00 percentage points and the CSI 300 Index by 9.31 percentage points, ranking 9th among 30 CITIC primary industries [2] Sub-industry and Stock Performance - In October 2025, among 33 CITIC tertiary sub-industries, 15 rose while 18 fell, with potassium fertilizer, inorganic salts, and tire industries leading with increases of 11.27%, 7.83%, and 6.51% respectively [2] - Conversely, carbon fiber, nylon, and rubber additives saw declines of 10.69%, 6.39%, and 5.87% respectively [2] - Out of 526 stocks in the basic chemical sector, 291 rose and 230 fell, with the top five gainers being Litong Technology, Haike New Source, Huide Technology, Yashichuangneng, and Tianji Shares, with increases of 76.03%, 71.56%, 59.91%, 58.35%, and 56.39% respectively [2] Product Price Tracking - In October 2025, international oil prices continued to decline, with WTI crude oil down by 2.23% to $60.98 per barrel and Brent crude oil down by 2.91% to $65.07 per barrel [3] - Among 321 tracked products, 67 saw price increases, with the top gainers being lithium cobalt oxide, sulfur, sulfuric acid, electrolytic cobalt, and argon, with increases of 35.98%, 23.37%, 18.52%, 17.78%, and 16.81% respectively [3] - A total of 216 products experienced price declines, with the largest decreases seen in refrigerant R22, butadiene, phenol, industrial naphthalene, and SBS, which fell by 46.88%, 16.99%, 15.72%, 14.29%, and 12.97% respectively [3]