无机硅化物行业确定2025-2026年专家委员会工作计划，草甘膦、二氧化碳价格上涨

Investment Rating - Industry rating is Neutral (maintained rating) [6] Core Viewpoints - The inorganic silicon industry has made significant progress in developing green low-carbon technologies and processes, with advancements in using rice husk ash as a silicon-based material to replace quartz sand for producing white carbon black [1][13] - The basic chemical sector has outperformed the CSI 300 index, with a weekly increase of 2.72%, while the CSI 300 index rose by 0.88% [4][17] - Key chemical products have shown varied price movements, with carbon dioxide prices increasing by 7% and liquid oxygen prices rising by 6.7% [2][3][29] Summary by Sections Key News Tracking - A meeting was held by the Inorganic Salt Industry Association to discuss the work plan for 2025-2026, highlighting the successful application of new technologies in the inorganic silicon industry [1][13] - The market for glyphosate remains stable with a gradual price increase supported by steady demand and normal supply conditions [2] Product Price Monitoring - Among the tracked 345 chemical products, 31 saw price increases, while 143 experienced declines, and 172 remained stable [28] - The top five chemical products with price increases include carbon dioxide (+7%), liquid oxygen (+6.7%), and WTI crude oil (+6.2%) [2][29] Sector Performance - The basic chemical sector ranked 7th in terms of weekly performance among all sectors, with notable increases in sub-industries such as pesticides (+7.23%) and non-metallic materials III (+6.43%) [4][21] - The basic chemical sector's price-to-book (PB) ratio is 2, while the overall A-share market's PB is 1.47 [26] Key Individual Stocks - The top-performing stocks in the basic chemical sector include Lianhua Technology (+39.13%) and Lingpai Technology (+28.99%) [23][24] - Conversely, the stocks with the largest declines include Hengtian Hailong (-15.91%) and Suzhou Longjie (-12.58%) [25] Investment Insights - The report suggests focusing on industries with stable demand and supply, such as refrigerants and phosphates, while also highlighting sectors with dual marginal improvements like organic silicon [5]