中信建投近日发布2026年化工行业策略研报，指出在行业资本开支放缓、周期拐点临近的背景下，建议重点关注受益于‘反内卷’趋势的化工细分领域。报告认为，农药、尿素、纯碱、长丝、有机硅和氨纶等板块有望因竞争格局改善而率先受益。该策略基于当前产能扩张趋缓及行业整合加速的判断，旨在优选具备结构性优势的企业。
Source Link中信建投近日发布2026年化工行业策略研报，指出在行业资本开支放缓、周期拐点临近的背景下，建议重点关注受益于‘反内卷’趋势的化工细分领域。报告认为，农药、尿素、纯碱、长丝、有机硅和氨纶等板块有望因竞争格局改善而率先受益。该策略基于当前产能扩张趋缓及行业整合加速的判断，旨在优选具备结构性优势的企业。
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