基础化工行业研究:人工智能+行动意见发布,周期与成长有望继续共振向上

国金证券
Aug 30, 2025

(以下内容从国金证券《基础化工行业研究:人工智能+行动意见发布,周期与成长有望继续共振向上》研报附件原文摘录)本周市场继续强势向上,虽然周中有所调整,但很快在周四收复失地,市场继续展现出强势的一面。标的方面,周期与成长共振向上,周期方面,部分龙头与弹性标的表现较佳,包括华鲁恒升、鲁西化工、兴发集团;成长方面,部分液冷和机器人标的表现强势,包括巨化股份、安利股份、三美股份、新宙邦、皇马科技。估值层面...

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