Caitong AI Materials & Chemicals team highlights that nitro products are facing severe supply constraints, potentially making them the next hot commodity like refrigerants. Stocks like Shanshui Technology and Guangkang Biochemical have surged, with Shanshui hitting the 20% limit up again.
Nitro products are emerging as a high-conviction supply-constrained theme, with brokers urging investors to focus on key players before the broader market catches on.
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