基础化工行业周报:周期轮动关注提升,锂电需求催化上游板块

国金证券
Nov 09

(以下内容从国金证券《基础化工行业周报:周期轮动关注提升,锂电需求催化上游板块》研报附件原文摘录)本周化工表现相对较好,申万化工指数上涨3.54%,跑赢沪深300指数0.82%。短期内看宏观政策相对较少,对于基本面影响不大,对于化工更多关注三个赛道:①终端成长赛道的产业链,对于未来仍然有乐观的成长预期,比如机器人、AI赛道;②行业估值相对较低的周期赛道,风险出清相对较多,估值不高,多关注华鲁等...

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