Zheshang Chemical Sector Deep Dive: Bullish on Hf, Refining, Fibers, PDH, Taurine

Bullish

What Happened

Zheshang Securities' chemical team published a collection of deep-dive reports on five chemical sub-sectors: hafnium (Sanxiang Advanced Materials), large-scale refining & petrochemicals, chemical fibers (spandex, polyester filament, viscose), PDH (C3), and taurine.

Bottom Line

Zheshang Securities is bullish on multiple chemical sub-sectors, citing supply-demand improvements and margin recovery as key catalysts.

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