基础化工行业周报：液氯、硫酸等涨幅居前，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 China Petroleum, China Oil, and tire industry leaders like Sailun Tire and Shandong Linglong Tire [8]. Core Insights - The report highlights significant price increases in products such as liquid chlorine (up 19.67%) and sulfuric acid (up 14.81%), while products like TDI and acrylonitrile saw substantial declines [3][4][5]. - It suggests focusing on undervalued, high-dividend companies like Sinopec and CNOOC due to recent oil price fluctuations and geopolitical tensions affecting the market [5][22]. - The report emphasizes the potential for recovery in certain chemical sectors, particularly in tire manufacturing and upstream mining industries, as they are expected to outperform in the upcoming demand season [7][24]. Summary by Sections Chemical Industry Investment Suggestions - International oil prices have shown volatility, impacting the refining sector positively as cost pressures ease [25]. - The report notes a gradual recovery in downstream demand for certain chemical products, with specific increases in prices for liquid chlorine and urea [21][24]. - It identifies key investment opportunities in leading companies across various sub-sectors, including polyurethane, coal chemical, and titanium dioxide industries [24][7]. Price Movements - The report details significant price movements for various chemical products, with liquid chlorine and sulfuric acid experiencing notable increases, while TDI and acrylonitrile faced declines [3][4][21]. - It also mentions the overall weak demand in the coal market, leading to a decrease in prices [30]. Company Focus and Earnings Forecast - The report provides a detailed earnings forecast for several companies, indicating expected EPS growth and PE ratios, reinforcing the "Buy" recommendation for companies like Sailun Tire and China Petroleum [8].