基础化工行业周报：行业自律逐步兑现，关注有机硅、涤纶长丝、三氯蔗糖等

Investment Rating - The report maintains an "Outperform" rating for the basic chemical industry [2] Core Views - The basic chemical sector is expected to benefit from improving supply-demand dynamics driven by recent policy initiatives aimed at boosting consumption and stabilizing the real estate market [17] - The current investment focus in the chemical industry includes core assets entering a long-term value zone, industries facing supply constraints, sectors with upward demand certainty, and high-dividend resource stocks [18] Summary by Sections Market Performance - The basic chemical industry index increased by 1.2% during the week, outperforming the Shanghai Composite Index by 0.2% but underperforming the ChiNext Index by 1.8% [21] - Year-to-date, the basic chemical industry index has risen by 3.7%, outperforming the Shanghai Composite Index by 2.9% but underperforming the ChiNext Index by 2.8% [21] Key News and Company Announcements - The textile industry has initiated a price increase proposal to stabilize the market [35] - The organic silicon sector is undergoing significant capacity repairs, with 1.82 million tons of capacity currently offline, leading to price increases [35] - The chlorinated sugar industry is strengthening its collaborative efforts, with major companies discussing cost reduction and efficiency improvements [37] Product Price and Spread Analysis - The report highlights significant price increases in various chemical products, with R142b rising by 51.5% and R152a by 31.6% [8] - The report also notes price declines in certain products, such as lanthanum coal, which fell by 10.7% [8] Investment Recommendations - Core assets in the chemical sector are seen as entering a long-term value zone, with companies like Baofeng Energy and Wanhua Chemical recommended for attention [18] - Industries with supply constraints, such as vitamins and chlorinated sugar, are expected to see price elasticity and performance improvements [18] - Demand certainty is emphasized in sectors like civil explosives and modified plastics, with companies like Yipuli and Jinfeng Technology highlighted [19]