| [行Ta业ble_Industry] : | 基础化工 | | --- | --- | | 日期: | 2026年03月03日 shzqdatemark | | [T分ab析le师_Author] : | 于庭泽 | | SAC 编号: | S0870523040001 | | 分析师: | 郭吟冬 | 行 业 周 报 [Table增_R持at（ing维] 持） 证 券 研 究 报 告 化工品价格走势 过去一周涨幅排名前五的产品分别为：液氯（50.00%）、分散黑ECT 300%（22.22%）、碳酸锂（工业级）（20.35%）、碳酸锂（电池 级）（19.62%）、粗酚（13.59%）。过去一周跌幅前五的产品分别 为 ： 纯 MDI （ -10.20% ） 、 NYMEX 天 然 气 （ -6.23% ） 、 电 石 （ - 5.60%）、LDPE（-3.35%）、浓硝酸（-3.33%）。 SAC 编号: S0870525110001 [最Ta近bl一e_年Qu行o业teP指ic数] 与沪深 300 比较 [T相ab关le报_R告e：portInfo] 《国际油价大幅上涨，关注化工涨价行情 ——基础化工行 ...

生意社02月23日讯 | 当日价 | 145000.00 | | --- | --- | | 日涨幅 | 0.00% | | 一年位置 | 中高位 | | 最小值 | 59900.00 | | 最大值 | 172000.00 | | 中位值 | 115950 | | 顶位差 | -27000 | | 底位差 | 85100 | | 平均值 | 85674.61 | | 警戒 | 1年超涨 2年超涨 | (文章来源：生意社) 新浪合作大平台期货开户 安全快捷有保障 2月23日，生意社碳酸锂(电池级)基准价为145000.00元/吨，与本月初(150000.00元/吨)相比，下降了 3.33%。 ...

Market Performance - The basic chemical index increased by 0.90% from January 10 to January 16, outperforming the CSI 300 index, which decreased by 0.57%, by 1.47 percentage points, ranking 8th among all sectors [1][2] - The top-performing sub-industries included rubber additives (5.80%), synthetic resins (4.90%), potassium fertilizers (4.85%), textile chemicals (3.03%), and carbon black (2.91%) [1][2] Chemical Price Trends - The top five products with the highest weekly price increases were liquid chlorine (133.33%), industrial-grade lithium carbonate (12.69%), battery-grade lithium carbonate (12.33%), propylene oxide (8.86%), and coal tar (Shanxi Dongyi) (8.53%) [3] - The top five products with the largest weekly price declines were hydrochloric acid (Jiangsu) (-25.00%), concentrated nitric acid (Jinhe Industry) (-8.82%), crude phenol (-7.97%), hydrochloric acid (Shandong) (-7.69%), and hydrogen peroxide (-6.25%) [3] Industry Dynamics - Some refrigerant companies announced profit growth forecasts for 2025, with Sanmei Co. expecting a net profit of 1.99 to 2.15 billion yuan, a year-on-year increase of 155.66% to 176.11%, and Yonghe Co. forecasting a net profit of 530 to 630 million yuan, a year-on-year increase of 110.87% to 150.66% [4] - The competitive landscape for third-generation refrigerants (HFCs) is expected to continue improving, with price increases being a major factor for profit growth [4] - As of January 16, the market prices for mainstream third-generation refrigerants R32, R125, and R134a in East China were 62,500, 48,000, and 56,000 yuan per ton, respectively, with increases of 0%, 7%, and 7% since Q4 2025, and year-to-date increases of 44%, 22%, and 37% [4] Investment Recommendations - Current investment focus areas include the refrigerant sector, with recommendations for Jinshi Resources, Juhua Co., Sanmei Co., and Yonghe Co. [6] - The chemical fiber sector is also highlighted, with suggested companies including Huafeng Chemical, Xin Fengming, and Taihe New Materials [6] - Other recommended companies include Wanhua Chemical, Hualu Hengsheng, Luxi Chemical, and Baofeng Energy [6] - The tire sector recommendations include Sailun Tire, Senqilin, and Linglong Tire [6] - In the agricultural chemicals sector, recommended companies are Yara International, Salt Lake Co., Xingfa Group, Yuntianhua, and Yangnong Chemical [6] - High-quality growth targets include Blue Sky Technology, Shengquan Group, and Shandong Heda [6] - The basic chemical industry maintains an "overweight" rating [6]

Group 1 - The benchmark price of battery-grade lithium carbonate is 119,400.00 CNY per ton as of January 2, remaining stable since the beginning of the month [1] - The daily price change is 0.00%, indicating no fluctuation in the price on that day [3] - The price is currently at a high position for the year, with a minimum value of 59,900.00 CNY and a maximum value of 122,066.67 CNY recorded [3] Group 2 - The median price for lithium carbonate is 90,983.34 CNY, while the average price stands at 75,996.01 CNY [3] - There is a top price deviation of -2,666.67 CNY and a bottom price deviation of 59,500 CNY, indicating the range of price fluctuations [3] - The warning indicates that there has been an excessive increase in prices over the past year and the past two years [3]