According to the Huatai Securities Research Report, structural opportunities in the chemical industry are currently highlighted under multiple variables such as AI demand, falling oil prices, reshaping the supply chain, and a low interest rate environment. It is recommended to focus on: the explosion of AI computing power is driving the semiconductor industry to expand production faster, demand for electronic specialty gas, wet electronics, and advanced packaging consumables is increasing rigidly, and the domestic substitution process is expected to accelerate. Pay attention to the downstream inventory replenishment market after oil prices have stabilized. Geopolitical conflicts have repeatedly impacted overseas production capacity such as Japan, South Korea, and Southeast Asia. Domestic companies are expected to increase their market share at an accelerated pace, and cost pressure has abated recently. In a low interest rate environment, the attractiveness of high-dividend assets increases, along with a decline in capital expenditure, the will and ability to actively distribute dividends may increase.

According to the Huatai Securities Research Report, structural opportunities in the chemical industry are currently highlighted under multiple variables such as AI demand, falling oil prices, reshaping the supply chain, and a low interest rate environment. It is recommended to focus on: the explosion of AI computing power is driving the semiconductor industry to expand production faster, demand for electronic specialty gas, wet electronics, and advanced packaging consumables is increasing rigidly, and the domestic substitution process is expected to accelerate. Pay attention to the downstream inventory replenishment market after oil prices have stabilized. Geopolitical conflicts have repeatedly impacted overseas production capacity such as Japan, South Korea, and Southeast Asia. Domestic companies are expected to increase their market share at an accelerated pace, and cost pressure has abated recently. In a low interest rate environment, the attractiveness of high-dividend assets increases, along with a decline in capital expenditure, the will and ability to actively distribute dividends may increase.