基础化工行业周报：多家化企在建项目延期，国际油价震荡上行

Investment Rating - The report maintains an "Overweight" rating for the basic chemical industry [4][32]. Core Viewpoints - The basic chemical index decreased by 7.79% over the past week, underperforming the CSI 300 index by 2.62 percentage points, ranking 18th among all sectors [2][11]. - Several chemical companies are actively reducing production due to weak demand and intense competition, leading to project delays [3]. - International oil prices have been fluctuating upwards, with WTI crude oil priced at $73.56 per barrel and Brent crude at$76.30 per barrel as of January 6 [3]. Market Trends - The basic chemical sector's performance was poor, with sub-sectors like inorganic salts and non-metal materials showing declines of 4.36% and 4.44% respectively [13]. - The top five products with price increases included international naphtha (5.42%) and butadiene (4.59%), while liquid chlorine saw the largest drop at -26.13% [19][22]. Investment Recommendations - Key areas of focus include: 1. Refrigerant sector, with companies like Jinshi Resources and Juhua Co. recommended [4][32]. 2. Chemical fiber sector, with suggestions to monitor Huafeng Chemical and New Fengming [4][32]. 3. Quality growth stocks such as Blue Sky Technology and Shengquan Group [4][32].