基础化工行业简评报告：PET切片涨幅居前，凯赛生物定向增发通过审核

Investment Rating - The report rates the industry as "Positive" [1] Core Views - The Shanghai Composite Index closed at 3452.30 with a weekly increase of 5.51%, while the Shenzhen Component Index rose by 6.75%. The basic chemical sector outperformed the Shanghai Composite by 0.05 percentage points [2][3] - All 31 primary industries in the Shenwan index showed positive growth, with all sub-sectors in the chemical industry also reporting gains. Notable stocks include Bluefeng Biochemical, Runpu Food, and Oriental Carbon [2][5] - Chemical product prices saw significant increases, particularly PET chips (+18.10%) and liquid chlorine (+10.22%). Conversely, butadiene experienced a decline of -8.06% [8][10] Summary by Sections 1. Stock Performance - In the week of November 4 to November 8, 400 out of 427 listed chemical companies reported positive stock performance. The top gainers included Bluefeng Biochemical and Runpu Food, with significant weekly increases [5][6] 2. Chemical Price Review - The report highlights notable price increases in chemical products, with PET chips leading at +18.10%. Other significant increases include liquid chlorine and various vitamins. The report also notes declines in products like hydrochloric acid and acetic acid [8][10] 3. Investment Focus - The report identifies key investment themes in the chemical sector: 1. Leading chemical companies are expected to maintain strong profitability and investment value, with recommendations to focus on companies like Wanhua Chemical and Hualu Hengsheng [2] 2. The global tire demand is expected to rise, with domestic companies gaining market share, suggesting investment in companies like Sailun Tire [2] 3. The agricultural chemical sector is highlighted due to stable demand for fertilizers and pesticides, recommending companies with rich phosphate resources [2] 4. The refrigerant industry is anticipated to enter a long-term growth cycle, with recommendations for companies like Juhua Co. and Yonghe Co. [2]