投资者- 原油价格上涨周期中的化工股选股策略-Investor Presentation-Chemicals Stock Selection During Periods of Rising Crude Oil Prices

March 13, 2026 05:17 AM GMT Investor Presentation | Japan Chemicals: Stock Selection During Periods of Rising Crude Oil Prices l Petrochemical majors (industry view: Attractive): Expecting continued weak petrochemical demand and ethylene utilization rates, but in addition to China's anti-involution policies, there are signs of naphtha cracker downsizing in South Korea; believe the overall mood is improving. Asia petchem prices and spreads unlikely to fall further, but probably lack recovery momentum. Added ...