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Shenwan Hongyuan Securities Song Tao: Focus on Petrochemical, PVC and Other Sectors Benefiting from Rising Oil Price Baseline
China Securities Journal China Securities Network News (Reporter Wei Zhaoyu) on the evening of March 24, Song Tao, Chief Analyst of the Chemical Industry at Shenwan Hongyuan Securities, stated in the “CSI Point Gold” live broadcast that as the oil price center gradually rises this year, investment opportunities are promising in sectors such as coal chemicals, PVC, PVA, and ethane-based ethylene. Additionally, industries with improved supply and demand patterns and high start-up rates, such as polyester, nylon, spandex, glyphosate, organic silicon, methionine, and dyes, are also worth paying attention to. In the new materials sector, there is a particular focus on semiconductor and AI application materials, polarizers, and PI films.
【Source: China Securities Journal · China Securities Network】