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CITIC Securities: Highlights Key Players in Private Large-scale Refining and Petrochemical Sector
2025-08-21 /
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Author：小编
According to CITIC Securities' research report, the petrochemical industry is currently at a pivotal juncture, marked by a dual trough in costs and profits, alongside low inventory levels. This sector could be poised for a revival spurred by 'anti-involution' policies, with demand anticipated to rebound. Given this backdrop, CITIC Securities emphatically recommends investing in key companies within the private large-scale refining and petrochemical industry. It is anticipated that these companies' substantial capital expenditure cycles will reach their nadir, leading to a gradual reduction in their asset-liability ratios and an uptick in dividend expectations.
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