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当前,我国石化行业转型升级缓滞,收入虽然增长但利润恢复较慢。综合国内外经济环境及行业数据分析,笔者认为当前化工行业可能已经触底,预计下半年行业经济维持低速增长但也正逐步转向健康均衡发展,市场资金的流动速度不会很快,市场的活跃度整体上将不容乐观。农药、电子化学品、磷矿石、改性塑料、染料油墨、轮胎、天然气、日化、炸药等细分行业具备战略性投资的机会,值得关注。
At present, the transformation and upgrading of China’s petrochemical industry is sluggish. Although its revenue has increased, its profit has recovered more slowly. Based on the domestic and international economic environment and industry data analysis, the author believes that the current chemical industry may have bottomed out. In the second half of the year, the industry economy is expected to maintain its slow growth but it is also gradually turning healthy and balanced development. Market funds will not flow rapidly and the market will be active Overall, the degree will not be optimistic. There are opportunities for strategic investments in such sectors as pesticides, electronic chemicals, phosphate rock, modified plastics, dye inks, tires, natural gas, cosmetic chemicals and explosives.