CITIC Securities: The chemical industry sector is expected to experience a sector-wide recovery in the third quarter, focusing on three main directions.

date
23/07/2025
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.