基础化工板块较上周上涨5.12%，沪深300 指数较上周上涨2.05%。基础化工板块跑赢大盘3.07 个百分点，涨幅居于所有板块第4 位。据申万分类，基础化工子行业涨幅较大的有：涤纶18.58%，无机盐12.34%，磷肥10.46%，氨纶10.3%，粘胶9.7%。

1. 板块及个股行情 ............................................................................................................................ 5

1.1. 板块表现 ............................................................................................................................................ 5

1.2. 个股行情 ............................................................................................................................................ 5

1.3. 板块估值 ............................................................................................................................................ 6

2. 重点化工产品价格、价差监测 ................................................................................................... 7

2.1. 化纤 .................................................................................................................................................... 11

2.2. 农化 .................................................................................................................................................... 12

2.3. 聚氨酯及塑料 ................................................................................................................................. 14

2.4. 纯碱、氯碱 ...................................................................................................................................... 15

2.5. 橡胶 .................................................................................................................................................... 15

2.6. 钛白粉 ............................................................................................................................................... 16

2.7. 制冷剂 ............................................................................................................................................... 17

2.8. 有机硅及其他 ................................................................................................................................. 17

3. 重点个股跟踪 .............................................................................................................................. 18

4. 行业重点新闻 .............................................................................................................................. 19

5. 投资观点及建议 .......................................................................................................................... 20