【华泰证券:具备全球优势的化工企业在行业景气触底后将迎来重估】华泰证券认为,出口已成为中国化工品重要增长引擎,尤其针对亚非拉国家(地区)的出口,考虑到亚非拉国家(地区)制造业整体仍不具备优势,未来该类地区的经济发展有望持续助力中国高性价比化工品的增量需求。同时考虑内需端地产、消费等政策有望持续发力,叠加化工品新产能周期接近尾声及企业自主调整等助力,本轮化工周期品复苏将具备供需面共同支撑。具备全球优势的化工企业在行业景气触底后将迎来重估。

金融界
04 Mar
华泰证券认为,出口已成为中国化工品重要增长引擎,尤其针对亚非拉国家(地区)的出口,考虑到亚非拉国家(地区)制造业整体仍不具备优势,未来该类地区的经济发展有望持续助力中国高性价比化工品的增量需求。同时考虑内需端地产、消费等政策有望持续发力,叠加化工品新产能周期接近尾声及企业自主调整等助力,本轮化工周期品复苏将具备供需面共同支撑。具备全球优势的化工企业在行业景气触底后将迎来重估。

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