Tianfeng Securities: Sub-sectors of the chemical industry "anti-internal competition" focusing on soda ash, coal chemical industry, silicone and other sectors.

date
01/08/2025
Tianfeng Securities' research report indicates that in the segmented chemical industry with high degree of losses, high industry concentration, high proportion of outdated capacity, and high capacity utilization, it may be easier to serve as a breakthrough in the "anti-inward spiral" of the chemical industry to achieve goals through the shortest path. Based on the selection of multidimensional data in the chemical industry, major categories such as soda ash, spandex, dyes, coal chemicals, polyurethane, titanium dioxide, organosilicon, etc., that meet at least 2 or more selection criteria are recommended for high attention.