一、市场行情回顾 07月30日，A股三大股指表现分化，上证指数微涨0.17%，深证成指下跌0.77%，创业板指下跌1.62%。其中，上证指数涨幅相对靠前。全市场仅有1,700余只 股票上涨。 | 证券名称 | 日涨跌幅 | | --- | --- | | 上证指数 | 0.17% | | 沪深300 | -0.02% | | 中证A50 | -0.14% | | 中证500 | -0.65% | | 深证成指 | -0.77% | | 中证1000 | -0.82% | | 科创综指 | -1.09% | | 科创20 | -1.11% | | 科创100 | -1.16% | | 创业板指 | -1.62% | | 北证50 | -1.75% | | 创业板50 | -1.88% | | 数据来源： Wind，日期截至2025-07-30 | | 沪深两市成交额为18443亿元人民币，相较上个交易日小幅增量。 7月30日，港股主流指数涨跌不一。其中，恒生中国央企指数上涨0.09%，跌幅相对最小。 消息面上，反内卷催化资金持续流入化工板块，化工ETF（159870）连续八个交易日获净申购。今日净申购4.6亿份 ...

Industry Investment Rating - The industry investment rating is "Outperform" and is maintained [2] Core Views - The report highlights the need to prevent disorderly competition and encourages companies to enhance product quality while promoting the orderly exit of outdated production capacity. Focus areas include silicon materials, coal chemical, and chlor-alkali chemical sectors, with price increases expected in potassium fertilizers, phosphorus fertilizers, active dyes, and pesticides [5][6] Summary by Sections Industry Overview - The closing index for the industry is at 3518.55, with a 52-week high of 3564.08 and a low of 2687.54 [2] - The basic chemical sector experienced a weekly change of +0.80%, underperforming the CSI 300 index, which had a weekly change of +1.54% [6][19] Stock Performance - Notable stock price increases include: - Kaimete Gas: +27.46% - Kete Biology: +21.90% - Jiuri New Materials: +21.01% [7][20] - Significant stock price decreases include: - Tiansheng New Materials: -15.80% - Jinji Co.: -15.34% - Xinyaqiang: -14.41% [8][21] Commodity Price Movements - Key commodities with price increases include: - Dichloropropane-white material: +8.82% - Isobutyraldehyde: +7.20% - TDI: +7.02% [9][23] - Key commodities with price decreases include: - Liquid chlorine: -86.51% - Chick seedlings: -47.31% - Meta-cresol: -9.09% [10][26] Investment Recommendations - The report suggests focusing on opportunities in silicon materials, coal chemical, and chlor-alkali chemical sectors while monitoring price trends in fertilizers and pesticides [5][6]