基础化工行业周报：新一轮钾肥涨价潮或将到来，TDI价格上行

Investment Rating - The report maintains an "Overweight" rating for the basic chemical industry [5] Core Viewpoints - A new round of potassium fertilizer price increases is anticipated due to recent tariff announcements affecting imports from the U.S. and Canada, which could impact global food security [4] - The basic chemical index outperformed the CSI 300 index by 1.05 percentage points over the past week, indicating strong sector performance [2][12] - Key products showing price increases include diethanolamine (7.93%), MYNEX natural gas (7.85%), and TDI (5.84%) [3][20] Summary by Sections Market Trends - The basic chemical index rose by 3.03% from February 3 to February 9, outperforming the CSI 300 index which increased by 1.98% [2][12] - The top-performing sub-industries included viscose (6.43%), textile chemicals (5.19%), and modified plastics (5.06%) [14] Chemical Product Price Trends - The top five products with the highest weekly price increases were diethanolamine (7.93%), MYNEX natural gas (7.85%), TDI (5.84%), caustic soda (5.17%), and international toluene (4.92%) [3][20] - Conversely, hydrochloric acid saw the largest decline at -7.44%, followed by concentrated nitric acid (-3.23%) and propylene oxide (-3.13%) [3][20] Investment Recommendations - The report suggests focusing on several key sectors: refrigerants, chemical fibers, tire manufacturing, and agricultural chemicals, with specific companies highlighted for potential investment [5][30] - Notable companies to watch include Jinshi Resources, Juhua Co., and Wanhu Chemical [5][30]