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化工板块逆市爆发!制冷剂领涨,多氟多涨停,化工ETF(516020)上探1.2%!机构高呼四条主线藏机遇_蜘蛛资讯网

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表示,政策方面,近期高层审议通过“十五五”规划建议稿,市场聚焦“十五五”改革方向。“十五五”政策预期下,建议关注以下四条投资主线。一是,行业自律反内卷,建议关注涤纶长丝、有机硅、农药等板块;二是,政策引导落后产能退出,建议关注炼化、纯碱等板块;三是,延链强链补链,建议关注氟化工、改性塑料、PEEK等板块;四是,扬帆出海,建议关注钾肥、轮胎等板块。  如何把握化工板块反弹机遇?借道化工ETF(516

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