上周基础化工板块下跌5.8%，沪深300 指数下跌7.6%，基础化工板块跑赢大盘 1.9 个百分点，涨跌幅居于所有板块第20 位

1、本周观点：价格十年新高产品屡现，一线龙头积极因素频出 .......................................... 3

1.1 行业热点关注 ....................................................................................................................................... 3

2、重点公司跟踪 ..................................................................................................................... 5

2.1 万华化学 .................................................................................................................................. 5

2.2 龙蟒佰利 ............................................................................................................................................. 5

2.3 华鲁恒升 ....................................................................................................................................... 5

2.4 扬农化工 ................................................................................................................. 6

2.5 玲珑轮胎 ............................................................................................................................. 6

2.6 合盛硅业 .......................................................................................................................... 6

3、板块估值及个股行情 ............................................................................................................. 8

4、化工产品价格回顾 ................................................................................................................ 10

化工子板块动态 ................................................................................................................ 10