南京证券：关注氟化工、轮胎、肥料等细分赛道投资机会

证券时报网04-15

证券时报网讯，南京证券研报指出，化工行业进入春季旺季，叠加政策推动，家电汽车等行业相关化工品需求有望受到拉动，绿色低碳发展路径明确。近期进入业绩披露期，关注景气度较好、业绩稳健的子行业及相关公司；关注半导体材料的国产化进程；关注氟化工、轮胎、肥料、现代煤化工等细分赛道投资机会。建议关注：万华化学、华鲁恒升、卫星化学等。校对：祝甜婷

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