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2024年基础化工策略报告：行业底部复苏，重视供需格局-财信证券

V 2023年，全球局势持续动荡，国际贸易保护主义抬头。国内经济受疫情疤痕效应影响，需求呈现弱复苏。在这样的背景下，化工行业受到了明显影响，由于化工产品的生产和贸易涉及到全球供应链的各个环节，为避免全球供应链调整带来的不确定性，许多化工企业开始考虑生产多元化布局来降低风险，部分新增产能向东南亚转移。同时，国内下游需求恢复较为缓慢，部分化工行业仍面临开工率不足，利润水平维持低位的困境。》2023年

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