港股概念追踪|石化化工行业下行周期迎来拐点机构普遍看好行业趋势走高（附概念股）

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2022年以来随着新增产能陆续投放，叠加原油价格自高位回落，大部分化工产品价格持续下跌，造成部分化工产品价格持续下跌，国内企业为了争夺市场份额，实行以价换量策略，导致整体盈利水平下降。2024年以来，多数化工品价格底部盘整，企业盈利水平仍处于承压状态。随着后续稳增长工作方案的出台，招商证券认为部分落后产能有望被淘汰，行业整体供需格局将发生边际改善，产品盈利能力有望提高。华泰证券研报称，2025年...

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港股概念追踪|石化化工行业下行周期迎来拐点 机构普遍看好行业趋势走高（附概念股）

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港股概念追踪|石化化工行业下行周期迎来拐点机构普遍看好行业趋势走高（附概念股）