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
Xin Lang Cai Jing·2025-11-19 00:27

Group 1 - The core viewpoint of the report is that the chemical sector is currently trading around three main lines: the demand for energy storage is driving an increase in the industry's prosperity, with the supply-demand pattern of upstream lithium battery materials expected to be reshaped [1] - The report emphasizes the recommendation of materials related to new energy, including lithium hexafluorophosphate, phosphate iron, and the phosphate iron-lithium industry chain [1] - The chemical industry is experiencing a continuous reduction in internal competition, with multiple sectors initiating self-discipline, leading to a potential recovery in chemical product prices from the bottom [1] - The chemical products industry itself is maintaining high prosperity, with main business operations expected to sustain high growth [1]