基础化工行业周报：反内卷有望推动纯碱落后产能淘汰

湘财证券股份有...2025-08-11

基础化工行业市场概况2025 年8 月4 日到8 月8 日，基础化工行业周度上涨2.33%，在所有申万一级行业涨跌幅中排名第13 位。根据Wind，基础化工行业中，周度涨幅排名前五的股票分别为：科创新源、安利股份、新瀚新材、中欣氟材、华信新材；周度跌幅排名前五的股票分别为：联化科技、沧州大化、雅本化学、上纬新材、科拓生物。细分行业——纯碱“反内卷”政策下，纯碱落后产能有望淘汰，行业景气度有望回升。...

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