Zheng Quan Shi Bao Wang·2026-01-20 04:46Group 1: Chemical Industry Trends - The chemical industry chain experienced a significant increase, with the polyurethane sector leading the gains, and the index rising over 2%, reaching a historical high [7] - Major chemical companies such as BASF, Dow, and Hunstman have initiated price hikes across Europe, Asia, and the Middle East since December 2025, indicating a global price surge in the chemical sector [9] - Recent data shows that 11 out of 16 monitored chemical products have seen price increases, with synthetic rubber experiencing the highest rise of 11.7% as of January 15 [9] Group 2: Real Estate Market Developments - The real estate sector showed strong performance, with the real estate services segment leading the charge, and the index rising over 5% within the first hour of trading [5] - Shanghai's new residential property prices increased by 4.8% year-on-year and 0.2% month-on-month as of December 2025, making it the only first-tier city to achieve price growth in both metrics [6] - The transaction volume for second-hand homes in Shanghai reached 12,849 units by January 18, 2026, with expectations of surpassing 20,000 units for the third consecutive month [6] Group 3: Investment Opportunities - Companies in the chemical sector are expected to benefit from a shift in industry dynamics, with a focus on high-capacity cities and strong product offerings, potentially leading to increased dividend yields [10] - The real estate market is witnessing a solid demand for larger residential units, indicating resilience in the improvement-driven demand, which may stabilize prices [6]