基础化工行业周报：政策密集出台助力核心资产反弹，重点关注化工白马及顺周期个股

Investment Rating - The industry investment rating is maintained at "Overweight" [9][44]. Core Viewpoints - The report highlights that recent policy measures are expected to support a rebound in core assets, improving the valuation and profit expectations for the chemical sector [8]. - The report suggests that the overall macroeconomic outlook is likely to improve, which may lead to a recovery in domestic consumption demand and a rebound in the chemical sector's valuation and profitability [8]. Market Trends - The basic chemical index increased by 14.31% over the past week, while the CSI 300 index rose by 15.70%, indicating that the basic chemical sector underperformed the broader market by 1.39 percentage points, ranking 18th among all sectors [12]. - The sub-sectors with the highest gains included fluorochemicals (18.56%), potash fertilizers (18.43%), and other chemical products (17.43%) [14]. Chemical Product Price Trends - The top five products with the highest weekly price increases were R32 (29.03%), liquid chlorine (28.38%), and methyl acrylate (12.20%) [20][21]. - The top five products with the largest weekly price declines included polyvinyl alcohol (-9.77%) and octanol (-6.67%) [22]. Key Stock Dynamics - Notable stock performances included Haixin Energy Technology (69.23%), Defang Nano (47.80%), and Ningxin New Materials (46.13%) [17]. - Conversely, stocks with the lowest performance included AkzoNobel (1.66%) and Changjiang Materials (1.89%) [19]. Investment Recommendations - The report recommends focusing on several key sectors: 1. Refrigerants, with a positive outlook for companies like Jinshi Resources and Juhua Co. 2. Chemical fibers, suggesting attention to Huafeng Chemical and New Fengming. 3. High-quality stocks such as Wanhua Chemical and Hualu Hengsheng. 4. Tire sector stocks like Sailun Tire and Linglong Tire. 5. Agricultural chemicals, recommending companies like Yara International and Salt Lake Potash. 6. Growth stocks, including Blue Sky Technology and Shengquan Group [9][44].