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化工板块深度回调，大跌背后或藏转机！“反内卷”政策显效，PPI首现重要信号！_蜘蛛资讯网

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于近10年来37.38%分位点的相对低位，中长期配置性价比凸显。　　展望后市，中国银河证券表示，供给端，近几年化工行业资本开支及在建产能增速趋于放缓，但预计存量产能及在建产能仍需时间消化。需求端，下半年随政策刺激效果逐渐显现、终端产业回暖动能逐步转强，内需潜力有望充分释放。看好下半年化工品的结构性机会及行业估值修复空间。　　东方证券表示，随着各方面关于“反内卷”政策的解读逐渐丰富，市场对于政策的理

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