基础化工行业研究:重视反内卷重大政策信号,周期方向配置信号凸显

国金证券
Oct 12

(以下内容从国金证券《基础化工行业研究:重视反内卷重大政策信号,周期方向配置信号凸显》研报附件原文摘录)本周市场强势向上,期间上证指数突破3900点,其中申万化工指数上涨1.99%,跑赢沪深300指数2.5%。标的方面,受益于存储大周期以及有色行情的扩散,雅克科技、振华股份、兴发集团、云天化表现较佳,此外,临近三季报,业绩较佳的标的表现也不错。本周最大的边际变化在于国家发改委、市场监管总局发布《...

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