基础化工行业周报：国际油价回落，欧盟钛白粉反倾销终裁落地

Investment Rating - The report maintains an "Overweight" rating for the basic chemical industry [11] Core Insights - The basic chemical index outperformed the CSI 300 index by 3.25 percentage points, with a weekly increase of 5.39% compared to the CSI 300's 2.14% [2][14] - Key sub-industries showing strong performance include other chemical raw materials (10.83%), inorganic salts (10.03%), and civil explosives (8.47%) [15] Market Trends - The international oil price has been declining, with Brent crude oil futures closing at $80.15 per barrel, down $0.64 [4] - The EU has imposed anti-dumping duties on titanium dioxide products from China, with specific rates for various companies [5] Chemical Price Trends - The top five products with the highest weekly price increases include anthracene oil (12.50%), MTBE (9.68%), and caustic soda (9.21%) [23][24] - Conversely, the largest price drops were seen in liquid chlorine (-33.17%) and dichloromethane (-4.89%) [23][24] Investment Recommendations - Focus areas include the refrigerant sector, with companies like Jinshi Resources and Juhua Co. recommended for attention [36] - The chemical fiber sector is also highlighted, with suggestions to monitor Huafeng Chemical and New Fengming [36] - Other recommended companies include Wanhua Chemical, Hualu Hengsheng, and Luxi Chemical [36]