创业板指收复60日线 静待出现与指数共振的新方向

Group 1 - The CXO industry is entering a new high prosperity cycle driven by three factors: overseas interest rate cuts, domestic recovery, and industrial upgrades [2] - The report highlights the significant opportunities for the Chinese CXO industry due to industrial upgrades, particularly in new molecules like peptides, ADCs, and oligonucleotides [2] - External demand CXO companies are expected to recover by the second half of 2024, with a potential increase in orders and revenue in the first three quarters of 2025 [2] Group 2 - The chemical industry is facing potential supply tightness, particularly in the phosphate chemical sector, driven by strong demand for lithium iron phosphate and rising electricity costs [3] - The barriers to phosphate mining and processing are increasing, which may lead to lower-than-expected supply growth, keeping prices at high levels [3] - The market has shown a collective rebound, with significant trading volume, indicating a potential stabilization and recovery in market sentiment [3]