基础化工行业周报：供给端扰动背景下，关注相关化工板块配置机会

标配[Table_Authors]证券分析师吴骏燕S0630517120001wjyan@longone.com.cn证券分析师谢建斌S0630522020001xjb@longone.com.cn证券分析师张晶磊S0630524090001zjlei@longone.com.cn联系人花雨欣hyx@longone.com.cn[table_stockTrend][table_product]相关研究1.日本三井化学退出三氟化氮业务，我国电子特气竞争力有望加强——化工新材料行业简评2.化工供给侧改革蓄力，哪些板块更有空间？——化工系列研究（二十五）-30%-20%-10%-1%9%18%28%24-05 24-0824-11申万行业指数:基础化工(0722)沪深300 2/20正文目录1.本周行业新闻及事件点评............................................................51.1.日本三井化学退出三氟化氮业务，我国电子特气竞争力有望加强...............51.2.氯虫事件带来供给扰动，农药及中间体景气度有望提升..............................51.3.重点子行业投资建议...................................................................................62.化工板块周表现...........................................................................62.1.股票市场行情表现.......................................................................................62.1.1.板块表现..................................................................................................62.1.2.个股涨跌幅...............................................................................................72.2.重点产品价格价差周表现............................................................................82.2.1.重点产品价格涨跌幅................................................................................82.2.2.重点产品价差涨跌幅................................................................................82.2.3.变动分析..................................................................................................93.本周重点公告..............................................................................94.重点产品价格价差走势跟踪........................................................115.风险提示...................................................................................19 HTTP://WWW.LONGONE.COM.CN请务必仔细阅读正文后的所有说明和声明 3/20图表目录图1申万板块指数周涨跌幅排名（2025/5/26~2025/5/30）.........................................................6图2石化和化工子版块周涨跌幅排行（2025/5/26~2025/5/30）..................................................7图3基础化工涨幅前五.................................................................................................................7图4基础化工跌幅前五.................................................................................................................7图5石油石化涨幅前五.................................................................................................................8图6石油石化跌幅前五.................................................................................................................8图7原油价格（美元/吨）...........................................................................................................11图8天然气价格（美元/百万英热）............................................................................................11图9原油催化裂化价差（元/吨）................................................................................................11图10乙烯价格价差（美元/吨）.................................................................................................11图11丙烯价格价差（元/吨）.....................................................................................................11图12 LLDPE价格价差（元/吨）.................................................................................................11图13 PP价格价差（元/吨）.......................................................................................................12图14纯苯价格价差（元/吨）.....................................................................................................12图15甲苯价格价差（元/吨）.....................................................................................................12图16 PX价格价差（元/吨）.......................................................................................................12图17苯乙烯价格价差（元/吨）.................................................................................................12图18丙烯腈价格价差（元/吨）.................................................................................................12图19环氧乙烷价格价差（元/吨）..............................................................................................13图20环氧丙烷价格价差（元/吨）..............................................................................................13图21丙烯酸价格价差（元/吨）.................................................................................................13图22丙烯酸甲酯价格价差（元/吨）..........................................................................................13图23 TDI价格价差（元/吨）......................................................................................................13图24己二酸价格价差（元/吨）.................................................................................................13图25 MDI价格价差（元/吨）......................................................................................................14图26 BDO价格走势（元/吨）....................................................................................................14图27轻质纯碱价格价差（元/吨）..............................................................................................14图28重质纯碱价格价差（元/吨）..............................................................................................14图29电石法PVC价格价差（元/吨）..........................................