CITIC Securities: The chemical industry sector is expected to experience a sector-wide recovery in the third quarter, focusing on three main directions.
CITIC Securities research report indicates that under the intensive policy and industry catalysts, the chemical industry sector is expected to see a sector-wide recovery in the third quarter. The report focuses on three investment directions: 1. Anti-subcontracting and equipment updates, suggesting attention to sectors such as silicone, petrochemical industry chains, polyurethane, and tires. 2. Industry synergy and export arbitrage; 3. Chemical products related to the Motuo Hydroelectric Power Station.
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