Guosheng Securities Research Report said that the growth rate of fixed asset investment in the chemical industry continues to decline, and new supply pressure will gradually weaken in the future. Along with the withdrawal of high-cost production capacity, digestion of industry inventories, and geographical conflicts to reduce effective supply, it is recommended to focus on the following main lines: 1. Leading companies are expected to release profit elasticity; 2. Oil and gas resources, private refining, and coal chemical assets are expected to usher in value revaluation; 3. A booming industry with strong supply constraints and improved inventories and profitability first; 4. Policies such as “double carbon” and “anti-internal volume” promote additional investment restrictions and optimization of stock production capacity; downstream demand for 5.AI, semiconductors, new energy, and energy storage is growing, and promoting expansion and domestic substitution in segments such as fluoropolymers, electronic chemicals, and semiconductor materials.

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