国泰海通·洞察价值｜石化朱军军团队

Group 1 - The core viewpoint of the article emphasizes that the combination of anti-involution and a rate-cutting cycle is expected to enhance the industry's prosperity [4][7] - The report suggests a proactive approach to grasp the turning point of the industry cycle, advocating for anti-involution and focusing on related investment opportunities [4][7] Group 2 - The report is authored by Zhu Junjun, the co-chief analyst of the petrochemical sector, and was published on August 1, 2025 [7] - The report highlights the importance of monitoring potential investment opportunities in the petrochemical industry as it actively promotes anti-involution [7]