Central China: The prices of chemical products continue to decline, focusing on the organic silicon, polyester filament, and new chemical materials sectors.

Central China released a research report stating that it maintains an investment rating of "synchronized with the overall market" for the chemical industry. In June 2026, the rubber auxiliaries, electronic chemicals, and fluorine chemical industries performed well in the chemical industry sub-industry. Among the main products, chemical prices continued to decline in June. For the investment strategy in July 2026, it is recommended to focus on two main lines of layout. On one hand, focus on the organic silicon and polyester filament industries benefiting from the improvement in the industry supply and demand pattern brought about by policies such as anti-"involution" and dual-carbon; on the other hand, it is recommended to focus on the new materials sector such as electronic chemicals, packaging materials, and modified plastics. Key points from Central China: Market Review According to Wind data, in June 2026, the CITIC basic chemical industry index rose by 8.96%, outperforming the Shanghai Composite Index by 8.33 percentage points, and outperforming the CSI 300 index by 7.18 percentage points. The industry's overall performance ranked 4th out of 30 CITIC primary industries. Over the past year, the CITIC basic chemical index has risen by 53.10%, outperforming the Shanghai Composite Index by 34.23 percentage points, and outperforming the CSI 300 index by 26.60 percentage points, ranking 5th out of 30 CITIC primary industries. Sub-industry and individual stock market review According to Wind data, in June 2026, out of the 33 CITIC third-level sub-industries, 18 sub-industries rose and 15 fell. Among them, the rubber auxiliaries, electronic chemicals, and fluorine chemical industries performed well, rising by 58.43%, 52.81%, and 41.51% respectively, while the food and feed additives, nitrogen fertilizer, and caustic soda industries performed poorly, falling by 15.73%, 13.69%, and 13.37% respectively. In June 2026, out of the 531 stocks in the basic chemical sector, 193 stocks rose and 337 fell. Suqian Unitech Corp., Polyrocks Chemical Co., Ltd., Grandit Co., Ltd., Lily Group Co., Ltd., and Shandong Sinocera Functional Material ranked among the top five in terms of increase, with increases of 174.57%, 165.51%, 156.52%, 114.86%, and 103.58% respectively; Chongqing Zaisheng Technology Corp., Zhejiang Huakang Pharmaceutical, Anhui Huaheng Biotechnology Co., Ltd., ST. Hailong, and Qinghai Jinrui Mining Development were among the top decliners, falling by 41.98%, 36.98%, 31.23%, 30.09%, and 30.07% respectively. Product price tracking According to Sublime China Information data, in June 2026, international oil prices fell sharply, with WTI crude oil falling by 20.44% to $69.5 per barrel, and Brent crude oil falling by 20.76% to $72.92 per barrel. Out of the 322 products tracked by Sublime China Information, 38 varieties rose, with the top risers being argon, sulfur, coke coal, anthracite, and ethylene glycol, with increases of 21.56%, 21.08%, 18.83%, 18.36%, and 15.68% respectively. 260 varieties fell, with the top decliners being ethane, polyvinyl alcohol, metallocene linear polyethylene, acetone, and bromine, falling by 29.51%, 29.41%, 29.13%, 28.98%, and 28.38% respectively. Overall, the prices of chemical products continued to decline. Risk Warning: Large declines in raw material prices, increased industry competition, and declining downstream demand.