基础化工行业周报:反内卷风起,储能材料有望持续高景气

国金证券
Nov 16, 2025

(以下内容从国金证券《基础化工行业周报:反内卷风起,储能材料有望持续高景气》研报附件原文摘录)本周市场有所震荡,其中申万化工指数上涨2.61%,跑赢沪深300指数3.69%。标的方面,受益于储能高景气,本周锂电材料表现强势,行情从六氟、VC演绎到其它环节。行业边际变化方面,本周反内卷变化多多,包括网传光伏行业收储计划“黄了”、己内酰胺以及有机硅反内卷,光伏作为反内卷的重点行业之一,其边际变化时刻...

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