---
title: "Galaxy Securities 2025 Outlook: Operating at the Bottom of the Cycle, Seizing Structural Investment Opportunities in Chemicals"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/223616521.md"
description: "China Galaxy Securities research report points out that the chemical industry is currently at a historical bottom, and it is expected that the Brent crude oil price will drop to USD 70 per barrel by 2025, which is likely to alleviate industry cost pressures. The supply-demand relationship will affect the recovery of industry prosperity, with a slowdown in capital expenditure growth on the supply side and challenges from international trade frictions on the demand side. In 2025, attention should be paid to domestic demand stimulation, domestic substitution of new materials, and investment opportunities in resource products"
datetime: "2024-12-31T00:48:22.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/223616521.md)
  - [en](https://longbridge.com/en/news/223616521.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/223616521.md)
generator: "portal-rs"
---

# Galaxy Securities 2025 Outlook: Operating at the Bottom of the Cycle, Seizing Structural Investment Opportunities in Chemicals

China Galaxy Securities research report indicates that the current prosperity of China's chemical industry is at a historical bottom. It is expected that by 2025, the central price of Brent crude oil will decline to USD 70 per barrel, which may alleviate cost pressures in the industry. However, the degree of recovery in industry prosperity is closely related to supply and demand conditions. On the supply side, the growth rate of capital expenditure in the chemical industry has slowed in recent years, but the existing and under-construction production capacity still needs time to digest. On the demand side, uncertainties in international trade frictions have increased, and chemical product exports are expected to face certain challenges. With continuous policy efforts, the focus will be on releasing domestic demand potential. In 2025, attention should be paid to three main lines: boosting domestic demand, domestic substitution of new materials, and resource products, to seize structural investment opportunities in the chemical industry

### Related Stocks

- [002930.CN](https://longbridge.com/en/quote/002930.CN.md)
- [603713.CN](https://longbridge.com/en/quote/603713.CN.md)
- [002408.CN](https://longbridge.com/en/quote/002408.CN.md)
- [001228.CN](https://longbridge.com/en/quote/001228.CN.md)
- [600579.CN](https://longbridge.com/en/quote/600579.CN.md)
- [600346.CN](https://longbridge.com/en/quote/600346.CN.md)
- [603071.CN](https://longbridge.com/en/quote/603071.CN.md)
- [002648.CN](https://longbridge.com/en/quote/002648.CN.md)
- [300758.CN](https://longbridge.com/en/quote/300758.CN.md)
- [603125.CN](https://longbridge.com/en/quote/603125.CN.md)
- [601137.CN](https://longbridge.com/en/quote/601137.CN.md)

## Related News & Research

- [Trump Plans to Pour Up to $500 Million in Midterm Race: 'We Don’t Want to Lose Our Country'](https://longbridge.com/en/news/298104496.md)
- [Church's Texas Chicken's China debut drew 2-hour lines — and $22 offers to wait in them](https://longbridge.com/en/news/297600833.md)
- [BofA says the coming jobs report is just an appetizer for the next Fed meeting](https://longbridge.com/en/news/297821819.md)
- [Air Tanzania becomes first airline to halt flights to Russia after Zelenskiy warning](https://longbridge.com/en/news/298013085.md)
- [Fortum wins regulatory clearance for NOK 47-a-share Elmera bid](https://longbridge.com/en/news/297866660.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**