基础化工行业周报：国内汽油、天然气等涨幅居前，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 Sinopec, China National Offshore Oil Corporation, and others in the tire and titanium dioxide sectors [8][7][6]. Core Insights - The report highlights significant price increases in domestic gasoline (up 8.77%) and natural gas (up 7.21%), while sulfuric acid and urea saw substantial declines [19][4]. - It suggests focusing on undervalued, high-dividend companies like Sinopec and CNOOC due to recent oil price declines and geopolitical tensions affecting the market [5][20]. - The report emphasizes the potential for recovery in certain chemical sectors, particularly in the tire and upstream mining industries, which are expected to outperform [21][7]. Summary by Sections Price Movements - Major price increases were observed in domestic gasoline, fuel oil, and international diesel, while significant declines were noted in products like sulfuric acid and urea [19][4]. - The report indicates that the overall market sentiment is improving, with some chemical products experiencing price rebounds due to better downstream demand [6][21]. Sector Performance - The basic chemical sector has shown mixed performance, with a decline of 4.2% over the past month compared to a 2.9% decline in the Shanghai Composite Index [2]. - The report identifies specific sectors such as tires and titanium dioxide as having strong potential for investment due to their competitive advantages and market positioning [7][21]. Company Focus - The report lists key companies with strong earnings forecasts, including Sinopec, CNOOC, and various leaders in the tire and chemical industries, recommending them for investment [8][7]. - It highlights the importance of focusing on companies with clear competitive advantages and strong cost structures, particularly in the polyurethane and coal chemical sectors [21][7].