Tianfeng Securities: Chemical Sub-sector 'Anti-Involution' Strategy Centers on Soda Ash, Coal Chemicals, Organosilicon, and More
2025-07-31 / Read about 0 minute
Author:小编   

According to a Tianfeng Securities research report, the chemical industry's 'anti-involution' efforts are focusing on sub-sectors characterized by significant losses, high concentration, a substantial proportion of outdated capacity, and elevated operating rates. These sub-sectors are identified as key areas for breakthrough, poised to expedite the industry's objectives. Following a comprehensive data analysis, several industries—including soda ash, spandex, dyes (encompassing reactive dyes and disperse dyes), the coal chemical industry (specifically DMF, caprolactam, octanol, urea, and acetate), polyurethane (TDI and MDI), titanium dioxide, and organosilicon—meet at least two key criteria and warrant close attention.