Chemical Industry Analyst Predicts Sector Rebound
Changjiang Securities chief chemical analyst Wang Ming predicts a rebound for the chemical industry following a three-year decline. European countries are implementing carbon taxes, such as a 780 Euro tax per ton of coal, which will increase production costs for imported chemical products. Global energy prices, particularly oil, saw a increase, with Brent crude rising from around $69.9 per barrel to a peak of $120 during a period of intense conflict in the Middle East. Overseas demand for housing remains stable, contrasting with domestic real estate pressures. The sector is now positioned at a low point after the post-2022 investment cycle. China's policy support is also expected to benefit millions in the first quarter.
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Sources · 7 independent
“Changjiang Securities chief chemical analyst Wang Ming... many products actually entered a period of industry-wide deceleration and bottoming out in 2025. So the chemical industry is actually at the bottom, waiting for a reversal.”
“长江证券化工行业联合首席分析师王明来给我们做具体的分析。你叫王明和大家打个招呼。各位观众，大家好。我是长江证券的王明。在年初对这个化工行业的变化，你也是做了对2026年的预测。是的，对吧？是的。那个时候，我们都还不知道中东会发生这样大的冲突。如果说复盘的话，那个时候， 远远的供应的这个这个缩减带来的是全球整个这个能源车票的大幅提升。所以第一个肯定最直接影响的是整个油气的这个价格。我们看到在去年的话，布伦特的油价是每吨在69.9美元左右。然后那么到这个现在的话，整个提升幅度是很夸张的。特别在比较激烈的那个时候的话，油价最高是冲到了120美金。你像从70到120，其实这个提升幅度还是很夸张。所以第一个就在这个油这个方面，我们就可以看到。 所以大部分红色产品是有了一个价格的大幅上涨。所以我们可以看到很多产品的盈利在21、22年是一个大幅的好转。那么这个就自然引发了行业以外产生的一个扩张和投资。所以我们可以看到从22年年中以后，整个红色品就进入了一个紧急回溯的主题。然后从后23、24、25年，长达三年多的一个下降期。所以我们看到很多产品实际上在25年，基本可以说很多产品就到一个全行业减速，底部的一个状态。所以红色实际上就是在一个底部，在等待反转。”
“长江证券化工行业联合首席分析师王明来给我们做具体的分析...所以我们可以看到很多产品的盈利在21、22年是一个大幅的好转.所以我们可以看到从22年年中以后，整个红色品就进入了一个紧急回溯的主题.所以红色实际上就是在一个底部，在等待反转.”
“Changjiang Securities chemical industry joint chief analyst Wang Ming... from late 23, 24, 25, a downward period of more than three years... chemical industry is at a bottom, waiting for a reversal.”
“通过发挥种子技术的发展和应用，降低人工成本，然后通过增加工，延伸这个产业链，提升这个国家的附加值。这也是一个发展途径。此外，育种者们也在努力培育出更适应市场发展的中国茶叶。”
“Changjiang Securities chemical industry joint chief analyst Wang Ming... many products in 25 actually can be said to have reached an industry-wide deceleration, bottom state. So chemicals are actually at a bottom, waiting for a reversal.”
“化工行业分析师预测行业将反弹”
“Changjiang Securities chemical industry joint chief analyst Wang Ming... many products actually in 2025, it can be said that many products reached a full-industry deceleration, a bottom state. So chemicals are actually at a bottom, waiting for a reversal.”
“长江证券化工行业联合首席分析师王明来给我们做具体的分析...所以红色实际上就是在一个底部，在等待反转。”
“长江证券化工行业联合首席分析师王明来给我们做具体的分析。你叫王明和大家打个招呼。各位观众，大家好。我是长江证券的王明。”
“Chemical Sector Analyst Predicts Rebound”
“With the convergence of supply chains, raw material prices continue to fluctuate, and this cost pressure has begun...”
“化工行业分析师预测行业将反弹。”
“Chemical Sector Analyst Predicts Industry Rebound”
“风十段集中，车流构成多元，拥堵节点叠加的特点。”
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