YUEYANG XINGCHANG(SZ:000819) EBSCN·2025-10-12 08:24Investment Rating - The report maintains an "Accumulate" rating for the basic chemical industry [5] Core Viewpoints - The 2025 Nobel Prize in Chemistry was awarded to three scientists for their pioneering contributions in the field of Metal-Organic Frameworks (MOFs), which opens new avenues for material science and addresses global energy, environmental, and health issues [1] - MOFs exhibit excellent physical and chemical properties, including high porosity, large specific surface area, and high thermal and chemical stability, making them suitable for various applications [2] - The report highlights the broad application fields of MOFs, including gas storage and separation, catalysis, energy storage and conversion, and biomedical applications, indicating a promising future for industrialization [3] Summary by Sections 1. Industry Performance - The basic chemical sector showed a mixed performance, with the CITIC basic chemical sector index rising by 0.8%, ranking 13th among all sectors [9] - Key sub-sectors such as phosphate fertilizer and titanium dioxide saw significant gains, while lithium battery chemicals experienced declines [11] 2. Key Product Price Tracking - Notable price increases were observed in aluminum fluoride and coated separators, with increases of 5.86% and 5.56% respectively [16] - Conversely, products like naphtha and urea saw declines, with naphtha prices dropping by 3.60% [18] 3. Sub-industry Dynamics - The polyester filament market faced price fluctuations due to geopolitical risks and weak demand, leading to inventory accumulation [19] - The polyurethane sector experienced a stable to declining market for MDI, with limited impact from external events [19] - The fertilizer market showed weakness, influenced by adverse weather conditions and declining raw material prices [19]