E company news, Shanxi Securities Co.Ltd(002500) believes that under the background of double carbon, the high energy consuming chemical industry will face a new round of supply side reform, and the industry concentration will be further improved. Meanwhile, China’s home appliances, new energy vehicles and other markets are expected to maintain growth. With the recovery of overseas orders in the textile and garment industry, the downstream terminal demand of chemical industry is expected to continue to improve. With the continuous recovery of the global economy, the price of chemical products and industry profits are expected to continue to rise in 2022. It is suggested to focus on the following four main lines: 1) curb the blind development of high energy consumption and high emission projects in the petrochemical industry and promote the transformation and upgrading of industrial structure. 2) Polyester enterprises with the advantages of the whole industrial chain under the background of double carbon may continue to benefit. 3) It is suggested to pay attention to the organic silicon and phosphorus chemical industry with rigid demand characteristics. 4) Bio based materials usher in development opportunities.
(Securities Times)
