基础化工行业周报：有机硅、石脑油价格上行，关注春季涨价行情

Investment Rating - The report maintains an "Overweight" rating for the basic chemical industry [2][29]. Core Viewpoints - The basic chemical index outperformed the CSI 300 index by 0.24 percentage points, with a weekly increase of 1.43% compared to 1.19% for the CSI 300 [2][9]. - Key sub-industries showing strong performance include food and feed additives (4.67%), membrane materials (3.83%), and textile chemical products (3.55%) [2][11]. - The report highlights a stable organic silicon market with prices expected to remain high due to production cuts and strong pricing strategies from manufacturers [4]. Market Trends - The basic chemical index increased by 1.43% from February 10 to February 16, outperforming the CSI 300 index [2][9]. - The top-performing products in terms of price increase include acetone (9.17%), acrylamide (7.14%), and DMC (5.47%) [3][20]. - The report notes significant price drops for products like liquid chlorine (-14.02%) and maleic anhydride (-5.38%) [3][18]. Chemical Price Trends - The report lists the top five products with the highest weekly price increases: acetone (9.17%), acrylamide (7.14%), VA (6.67%), DMC (5.47%), and naphtha (4.88%) [3][20]. - Conversely, the top five products with the largest price decreases include liquid chlorine (-14.02%), maleic anhydride (-5.38%), and acrylonitrile (-3.78%) [3][18]. Investment Recommendations - The report suggests focusing on several key sectors: refrigerants, chemical fibers, and agricultural chemicals, with specific companies highlighted for potential investment [5][29]. - Recommended companies include Jinshi Resources, Juhua Co., and Wanhu Chemical among others [5][29].