基础化工行业周报：丙烯腈、丁二烯等涨幅居前，建议继续关注钛白粉板块和轮胎板块

Investment Rating - The report maintains a "Buy" rating for several companies including China Petroleum, Sinopec, and others in the tire and titanium dioxide sectors [8]. Core Viewpoints - The report highlights significant price increases in products such as acrylonitrile (up 9.38%) and butadiene (up 8.11%), while products like heavy soda ash and coke saw notable declines [3][4][21]. - It suggests focusing on undervalued, high-dividend companies like Sinopec and China National Offshore Oil Corporation due to recent oil price fluctuations and geopolitical tensions [5][22]. - The report emphasizes the potential for recovery in the chemical sector as downstream demand improves, particularly in the tire and upstream mining industries [6][23]. Summary by Sections Chemical Industry Investment Suggestions - The macroeconomic environment and winter storms are providing support for oil prices, with domestic gasoline prices rising [24]. - The report notes that the market is experiencing a supply-demand mismatch, indicating potential investment opportunities in leading companies within specific sub-sectors [23]. Price Movements - Key products with price increases include acrylonitrile, butadiene, and nitric acid, while significant declines were observed in synthetic ammonia and aluminum fluoride [3][4][21]. - The report indicates that the overall chemical product prices are rebounding as downstream demand gradually improves [6][22]. Focused Companies and Earnings Forecast - The report lists several companies with strong investment potential, including Wanhua Chemical, Hualu Chemical, and Longbai Group, among others, highlighting their competitive advantages and expected earnings growth [7][8][23].