中信建投:反内卷加速化工周期拐点到来 新材料仍是长期战略方向

智通财经
Nov 12

智通财经APP获悉,中信建投发布研报称,在2026年化工行业策略中,在行业资本开支放缓,周期拐点将近的大背景下,建议关注受益反内卷有望率先格局受益的品种;另外降息周期中我国逆周期政策发力助力内需回暖;并且,发展新质生产力、自主可控和产业升级是大国博弈背景下的坚定选择,新材料仍然是中国化工的主要发展方向之一,重点关注半导体材料、OLED材料、COC材料以及其他高附加值产品的持续发展;此外,高股东回馈...

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