基础化工行业周报：原油价格上行，天然气、石脑油涨幅居前

Investment Rating - The industry investment rating is maintained at "Overweight" [4][7]. Core Insights - The basic chemical index increased by 0.83% over the past week, outperforming the CSI 300 index by 3.43 percentage points, ranking fifth among all sectors [4][26]. - Key sub-industries with notable performance include viscose (20.86%), phosphate fertilizers and phosphate chemicals (5.78%), and organic silicon (3.38%) [4][27]. Market Trends - The basic chemical sector's performance over the past week (November 18-24) showed a 0.83% increase, while the CSI 300 index decreased by 2.60% [4][26]. - The top-performing stocks in the basic chemical sector included Zhuoyue New Energy (61.54%), Fospower Technology (61.24%), and Nanjing Chemical Fiber (61.14%) [4][29]. Chemical Price Trends - The top five products with the highest weekly price increases were NYMEX natural gas (10.05%), international toluene (7.31%), sulfur (6.20%), Brent crude oil (5.81%), and international naphtha (5.73%) [5][34]. - The products with the largest weekly price declines included liquid chlorine (-7.27%), octanol (-7.00%), and diethanolamine (-5.44%) [5][34]. Investment Recommendations - Current investment focus areas include: 1. Refrigerant sector, with recommendations for Jinshi Resources, Juhua Co., Sanmei Co., and Yonghe Co. 2. Chemical fiber sector, with recommendations for Huafeng Chemical, Xin Fengming, and Taihe New Materials. 3. High-quality stocks such as Wanhua Chemical, Hualu Hengsheng, Luxi Chemical, and Baofeng Energy. 4. Tire sector, with recommendations for Sailun Tire, Senqilin, and Linglong Tire. 5. Agricultural chemicals sector, with recommendations for Yara International, Salt Lake Co., Xingfa Group, Yuntianhua, and Yangnong Chemical. 6. High-growth stocks such as Bluestar Technology, Shengquan Group, and Shandong Heda [7][43].