Core Viewpoint - The chemical sector is expected to experience a sector-wide recovery in the third quarter due to intensive policies and industry catalysts [1] Investment Directions - Focus on anti-involution and equipment upgrades, with recommendations to pay attention to organic silicon, petrochemical industry chain, polyurethane, and tires [1] - Industry synergy and export arbitrage are highlighted as potential investment opportunities [1] - Chemical products related to the墨脱水电站 (Motu Hydropower Station) are also identified as a key area for investment [1]