天风证券研报指出建议关注化工行业硬资产和景气两条主线。主线一聚焦高质量发展的“硬资产”关注：万华化学、华鲁恒升等。主线二景气角度：1）地产链：房地产端利好政策推出产业链相关化学品（MDI/TDI钛白粉纯碱有机硅制冷剂PVC等）有望受益关注：龙佰集团、硅宝科技等；

智通财经07-01

天风证券研报指出建议关注化工行业硬资产和景气两条主线。主线一聚焦高质量发展的“硬资产”关注：万华化学、华鲁恒升等。主线二景气角度：1）地产链：房地产端利好政策推出产业链相关化学品（MDI/TDI钛白粉纯碱有机硅制冷剂PVC等）有望受益关注：龙佰集团、硅宝科技等；2）制冷剂：下游家电排产状况良好产品价格维持上行趋势、供给配额制约束性强关注：巨化股份等；3）景气修复中找结构性机会：需求韧性强且有望逐步...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2448596061?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-07-01 18:27","share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","id":"2448596061","market":"hk","top_or_hot":-1,"title":"天风证券研报指出建议关注化工行业硬资产和景气两条主线。主线一聚焦高质量发展的“硬资产”关注：万华化学、华鲁恒升等。主线二景气角度：1）地产链：房地产端利好政策推出产业链相关化学品（MDI/TDI钛白粉纯碱有机硅制冷剂PVC等）有望受益关注：龙佰集团、硅宝科技等；","media":"智通财经","content":"<div>\n<p>天风证券研报指出建议关注化工行业硬资产和景气两条主线。主线一聚焦高质量发展的“硬资产”关注：万华化学、华鲁恒升等。主线二景气角度：1）地产链：房地产端利好政策推出产业链相关化学品（MDI/TDI钛白粉纯碱有机硅制冷剂PVC等）有望受益关注：龙佰集团、硅宝科技等；2）制冷剂：下游家电排产状况良好产品价格维持上行趋势、供给配额制约束性强关注：巨化股份等；3）景气修复中找结构性机会：需求韧性强且有望逐步...</p>\n\n<a href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">网页链接</a>\n\n</div>\n","source":"live_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7x24快讯</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7x24快讯\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-01 18:27 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/immediately.html?type=usstock><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>天风证券研报指出建议关注化工行业硬资产和景气两条主线。主线一聚焦高质量发展的“硬资产”关注：万华化学、华鲁恒升等。主线二景气角度：1）地产链：房地产端利好政策推出产业链相关化学品（MDI/TDI钛白粉纯碱有机硅制冷剂PVC等）有望受益关注：龙佰集团、硅宝科技等；2）制冷剂：下游家电排产状况良好产品价格维持上行趋势、供给配额制约束性强关注：巨化股份等；3）景气修复中找结构性机会：需求韧性强且有望逐步...</p>\n\n<a href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"300019","symbol_name":"硅宝科技","start_time":0,"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","article_id":"2448596061","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2448596061","pubTimestamp":1719829634,"sourceInfo":{"source_id":"live_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"天风证券研报指出建议关注化工行业硬资产和景气两条主线。主线一聚焦高质量发展的“硬资产”关注：万华化学、华鲁恒升等。主线二景气角度：1）地产链：房地产端利好政策推出产业链相关化学品（MDI/TDI钛白粉","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"90091":"龙佰集团股份有限公司（临时代码）","300019":"硅宝科技","600160":"巨化股份","600309":"万华化学","600426":"华鲁恒升","600486":"扬农化工","601162":"天风证券","601966":"玲珑轮胎","BK1148":"建筑与工程","LU1655091616.SGD":"JPMorgan Funds - China A-Share Opportunities A (acc) SGD","BK0131":"石墨烯","BK0180":"装配式建筑","LU1146622755.USD":"安本中国A股股票基金A Acc","BK0015":"沪股通50","09979":"绿城管理控股","BK0044":"CDM项目","BK0193":"钛白粉","BK0028":"国家队","BK0201":"可转债","LU1820825898.SGD":"Aberdeen Standard SICAV I - China A Share Equity A Acc SGD-H","BK0004":"股权转让","BK0229":"化学制品","LU1064130708.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"I\" (USD) ACC","TDI":"TOUCHSTONE DYNAMIC INTERNATIONAL ETF","LU1064131003.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"A\" (USD) ACC","BK0220":"橡胶塑料","BK0070":"员工持股","BK0188":"融资融券","BK0187":"一线龙头","BK0066":"新型煤化工","BK0175":"白马股","IE00B5MMRT66.SGD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (SGDHDG) ACC","002601":"龙佰集团","BK0183":"MSCI概念","BK0077":"质押式回购","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","BK0196":"行业龙头","BK0050":"建筑节能","BK0197":"中小创蓝筹","BK0276":"资本市场","LU2148510915.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"R\" (USD) ACC"},"translate_title":"The research report of Tianfeng Securities pointed out that it is recommended to pay attention to the two main lines of hard assets and prosperity in the chemical industry. Main line 1 \"hard assets\" focusing on high-quality development","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"90091":1,"300019":1,"600160":1,"600309":1,"600426":1,"600486":1,"601162":1,"601966":1,"09979":1,"TDI":1,"002601":1},"content_text":"天风证券研报指出建议关注化工行业硬资产和景气两条主线。主线一聚焦高质量发展的“硬资产”关注：万华化学、华鲁恒升等。主线二景气角度：1）地产链：房地产端利好政策推出产业链相关化学品（MDI/TDI钛白粉纯碱有机硅制冷剂PVC等）有望受益关注：龙佰集团、硅宝科技等；2）制冷剂：下游家电排产状况良好产品价格维持上行趋势、供给配额制约束性强关注：巨化股份等；3）景气修复中找结构性机会：需求韧性强且有望逐步迎来景气修复的农化、轮胎板块农化板块关注：扬农化工、玲珑轮胎等。","kind":null,"is_publish_news":false,"is_publish_highlight":false,"is_publish_live":true,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.26.2","shortVersion":"4.26.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2448596061"}