基础化工行业周报：PX、涤纶POY等涨幅居前，建议继续关注石化板块、钛白粉板块和轮胎板块

Investment Rating - The report maintains a "Buy" rating for several companies in the chemical industry, including China Petroleum & Chemical Corporation, Juhua Co., Ltd., and others [4][6][12]. Core Viewpoints - The report highlights that the chemical industry is entering its peak demand season, with specific recommendations to focus on undervalued companies with high dividends, particularly in the petrochemical, tire, and titanium dioxide sectors [2][3][12]. - It notes that while some chemical products have seen price increases, others have experienced declines, indicating a mixed market performance [2][12]. - The report emphasizes the importance of monitoring geopolitical factors and their impact on oil prices, which are expected to remain volatile [2][12][19]. Summary by Sections Chemical Industry Investment Recommendations - The report suggests focusing on companies with strong fundamentals and competitive advantages, particularly in the polyurethane, coal chemical, titanium dioxide, pesticide, refrigerant, spandex, soda ash, and phosphate sectors [3][12]. - It identifies specific leading companies such as Wanhua Chemical, Hualu Hengsheng, Longbai Group, and others as having significant investment opportunities due to their market positions and cost advantages [3][12]. Price Movements - Notable price increases this week include sulfuric acid (up 9.76%), PX (up 8.97%), and polyester POY (up 7.91%), while methanol and natural gas saw declines of -1.99% and -7.82%, respectively [2][12][19]. - The report indicates that the overall chemical product prices are rebounding as downstream demand improves, although some products continue to face downward pressure [12][19]. Market Performance - The report discusses the recent fluctuations in international oil prices, with WTI and Brent crude prices at $75.56 and $79.04 per barrel, respectively, reflecting a slight increase from the previous week [2][12]. - It highlights that the geopolitical situation and market expectations will continue to influence oil prices, which may lead to further volatility in the coming weeks [2][12][19].