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经过实体经济和股市的超跌反弹后,目前A股化工板块均处于阶段性均衡状态。稀缺资源、技术壁垒、成本优势、服务优势等仍是选择投资标的基本条件。从稳健角度出发,可关注业绩相对有保障和可能超预期的公司。
After the real economy and the stock market oversold bounce, the current A-share chemical sector are in stage equilibrium. Scarce resources, technical barriers, cost advantages, service advantages are still the basic conditions for the selection of investment targets. From a robust perspective, focus on companies with relatively guaranteed performance and likely over-expectation.