东方证券：聚焦化工行业景气修复主要看好MDI、石化、磷化工、PVC和聚酯瓶片

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智通财经APP获悉，东方证券发布研报称，看好化工行业在多重因素引导下，企业经营策略出现集体转向，带来的景气度修复。从其中优选机会，该行相对看好两个维度：一是行业份额占比大、话语权高、有较大转变动力的龙头企业；二是具有较大竞争优势、经营策略转变后盈利情况提升较显著的龙头企业。综上该行主要看好五个方向：MDI、石化、磷化工、PVC和聚酯瓶片。东方证券主要观点如下：份额导向的预期正被转变长期以来，份额...

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东方证券：聚焦化工行业景气修复 主要看好MDI、石化、磷化工、PVC和聚酯瓶片

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东方证券：聚焦化工行业景气修复主要看好MDI、石化、磷化工、PVC和聚酯瓶片