基础化工行业周报：基本面向好，钾肥、钛白粉价格上行

Investment Rating - The report maintains an "Overweight" rating for the basic chemical industry [8] Core Viewpoints - The basic chemical sector has shown a positive fundamental outlook, with prices for potassium fertilizer and titanium dioxide on the rise [4][5] - The recent performance of the basic chemical index has lagged behind the CSI 300 index, with a decline of 0.33 percentage points [2][11] - Key products such as liquid chlorine and sulfur have experienced significant price increases, indicating a favorable market trend [19][20] Summary by Sections Market Trends - The basic chemical index increased by 1.06% over the past week, while the CSI 300 index rose by 1.39%, resulting in underperformance of the basic chemical sector [2][11] - Notable sub-sectors with strong performance include civil explosives (4.71%), other rubber products (4.27%), and inorganic salts (4.14%) [2][12] Chemical Product Price Trends - The top five products with the highest weekly price increases are liquid chlorine (13.82%), sulfuric acid (9.87%), and sulfur (4.04%) [19][20] - Conversely, the products with the largest price declines include raw salt (-9.68%) and caustic soda (-7.14%) [19][20] Investment Recommendations - The report suggests focusing on several key sectors: refrigerants, chemical fibers, and agricultural chemicals, with specific companies highlighted for potential investment [6][30] - Recommended companies include Jinshi Resources, Juhua Co., and Wanhu Chemical among others [30]