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化工指数市净率为2.29倍,位于近10年来37.45%分位点的低位,中长期配置性价比凸显。  国海证券指出,反内卷有望重估中国化工行业,后续措施有望使全球化工行业产能扩张大幅放缓。中国化工行业具有充沛的经营活动现金流量净额,一旦扩张放缓,潜在股息率将大幅提升,有望实现从吞金兽到摇钱树的转变;同时,供给端的改变将带来景气度的止跌回升,化工标的有望兼具高弹性和高股息的优势。  东海证券表示,国内方面,

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