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化工行业化工及能源开采板块2023三季报综述：板块业绩环增，基化扩产放缓，看好后续格局优化-20231108-中信建投

2022 年，化工板块受到行业扩张加速、原料高企、需求不振的共同挤压，不足一年就已回落至景气谷底。2023 年以来，随着需求缓慢改善，2023Q3 煤炭、基化、石化板块业绩均开始环比增长，行业整体盈利边际复苏已现；在建工程/固定资产方面，基化板块环比回落，后续随需求进一步复苏，各子行业内在供需、盈利有望逐步向好。化工摘要 2023 前三季度石化能源及化工板块业绩，煤炭、基化、石化板块Q3 环比

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