基础化工行业研究周报：工信部等5部门联合发文，关于石化化工行业老旧装置摸底评估，MDI、百草枯价格上涨-20250804

Investment Rating - Industry Rating: Neutral (maintained rating) [6] Core Viewpoints - The Ministry of Industry and Information Technology and other departments are conducting an assessment of outdated facilities in the petrochemical industry, aiming to promote safety, green, and digital upgrades [1][13] - The domestic pure MDI market has seen a price increase of 2.38%, with the average price reaching 17,200 CNY/ton due to strong market sentiment and supply-side support [2][5] - The market for paraquat remains strong, with stable demand and normal supply from major domestic enterprises [3] Summary by Sections Key News Tracking - The joint notice from five ministries emphasizes the need for comprehensive upgrades in the petrochemical industry to mitigate safety and environmental risks [1][13] - The recent increase in WTI oil prices by 3.3% to 67.33 USD/barrel reflects a positive trend in the energy sector [2] Product Price Monitoring - Among the tracked chemical products, 72 saw price increases, while 102 experienced declines, indicating a mixed market sentiment [26] - The top five chemical products with price increases include coke (+12.6%), soft foam polyether (+9.8%), and epoxy chloropropane (+8.8%) [29] Industry Performance - The basic chemical sector decreased by 1.34%, outperforming the CSI 300 index by 0.41 percentage points, ranking 9th among all sectors [4][16] - The sub-industries with significant weekly gains include synthetic resin (+11.48%) and adhesives (+4.26%) [19] Key Industry Insights - Demand stability and global supply dominance are crucial for sectors like MDI and agricultural chemicals, with specific companies recommended for investment [5] - The report highlights investment opportunities in sectors with supply replacement gaps, such as OLED materials and synthetic biology [6]