CSC Chemical 2026 Investment Strategy Outlook: Accelerating the Turning Point of the Cycle Against Involution, New Materials Remain the Long-term Strategic Direction

36Kr learned that CSC released its investment strategy outlook for the chemical industry in 2026: In the context of slowing capital expenditure in the industry and an approaching cyclical turning point, it is recommended to focus on sectors such as pesticides, urea, soda ash, filament, organic silicon, and spandex; additionally, during the interest rate reduction cycle, China's counter-cyclical policies will help boost domestic demand, and it is suggested to pay attention to sectors like polyurethane, coal chemical, petrochemical, and fluorochemical; furthermore, developing new productive forces, self-control, and industrial upgrading is a firm choice in the context of great power competition, and new materials remain one of the main development directions of China's chemical industry, with a focus on the continuous development of semiconductor materials, OLED materials, COC materials, and other high value-added products; in addition, high shareholder return quality enterprises will continue on the path of revaluation, with attention to state-owned enterprises in oil and gas petrochemicals represented by the "three barrels of oil," coal chemical, compound fertilizer industry, phosphorus chemical, and leading white horse companies in the monosodium glutamate/feed amino acid industry