国内视角解析中国化工改革_向支撑消费转型演进-A Domestic Take On China‘s Chemical Reforms_ Evolving To Support Consumption

USA | Chemicals Equity Research November 4, 2025 A Domestic Take On China's Chemical Reforms: Evolving To Support Consumption We hosted a webinar with Mysteel OilChem to discuss China's chemical sector transformation under anti-involution policy. Upgrades and shutdowns (which likely lag official statistics) aim for relative domestic supply-demand balance by the end of the decade, with SOEs and major private players integrating downstream with >90% of production consumed inside China. Industry Upgrades and P ...