“反内卷”发力!供给出清+估值见底:化工板块的春天要来了?

华尔街见闻
Nov 10, 2025

在需求复苏预期与行业自律的共振下,沉寂已久的化工行业正显露出周期反转的迹象。 11月10日周一,磷化工板块延续上周强势,澄星股份走出三连板,云图控股、清水源等个股纷纷跟涨。 这轮行情的背后,是储能需求爆发带来的产业链景气回升,以及多个子行业“反内卷”式自律减产带来的价格修复预期。市场情绪正从悲观转向谨慎乐观。 与此同时,一则来自大洋彼岸的收购案为市场注入了更多想象空间。近期,沃伦·巴菲特执掌的...

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