基础化工行业周报：硫酸、尿素等涨幅居前，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 Sinopec, Juhua, and others, indicating a positive outlook for these stocks [4][6][12]. Core Insights - The report highlights that the chemical industry is entering its peak demand season, with specific recommendations to focus on sectors such as tires, upstream mining, and titanium dioxide, which are expected to outperform [3][14]. - It notes that despite recent price fluctuations in various chemical products, there are opportunities for investment in leading companies within specific sub-industries that exhibit strong cost advantages and stable competitive landscapes [3][14]. - The report emphasizes the importance of monitoring geopolitical factors and market expectations, particularly regarding oil prices, which have seen significant declines recently [12][14]. Summary by Sections Chemical Industry Investment Recommendations - The report suggests focusing on undervalued, high-dividend companies like Sinopec due to recent declines in oil prices, which are expected to stabilize and improve profitability in the refining sector [12][14]. - It discusses the impact of geopolitical tensions and demand concerns on oil prices, with WTI and Brent crude prices dropping by 8.39% and 7.57% respectively [12][14]. Price Movements of Chemical Products - Significant price increases were observed in sulfuric acid (up 5.77%), urea (up 3.85%), and PVA (up 3.76%), while notable declines were seen in PET chips (down 4.94%) and natural gas (down 11.51%) [12][14]. - The report indicates that many chemical sub-industries have underperformed due to overcapacity and weak demand, but some sectors like tires and upstream mining have exceeded expectations [14][21]. Focus on Leading Companies - Specific companies recommended for investment include Wanhua Chemical, Hualu Hengsheng, Longbai Group, and others, which are positioned well within their respective markets [3][14]. - The report identifies a "triple bottom" investment opportunity in certain leading companies, suggesting that they are well-positioned for recovery as demand improves [3][14].