南京证券：关注氟化工、轮胎、肥料等细分赛道投资机会

中央气象台4月15日10时升级发布强对流天气黄色预警。","multimedia":{"img_url":["https://n.sinaimg.cn/zhibo/382/w690h2092/20240415/e337-ebe86373bad910d3d3e5570e230d8b45.jpg"]},"commentid":"live:finance-152-3578714:0","compere_id":0,"creator":"yujian@staff.sina.com.cn","mender":"yujian@staff.sina.com.cn","create_time":"2024-04-15 10:08:33","update_time":"2024-04-15 10:08:49","is_need_check":"1","check_time":"2024-04-15 10:08:38","check_status":"1","check_user":"yongsheng6@staff.sina.com.cn","is_delete":0,"top_value":0,"is_focus":0,"source_content_id":"0","anchor_image_url":"","anchor":"直播员","ext":"{"stocks":[],"needPushWB":false,"needCMSLink":true,"needCalender":false,"docurl":"https:\/\/finance.sina.com.cn\/7x24\/2024-04-15\/doc-inarwptu4704525.shtml","docid":"narwptu4704525"}","old_live_cid":"0","tab":"","is_repeat":"0","tag":[{"id":"8","name":"其他"}],"like_nums":0,"comment_list":{"list":[],"total":0,"thread_show":0,"qreply":0,"qreply_show":0,"show":0},"docurl":"https://finance.sina.cn/7x24/2024-04-15/detail-inarwptu4704525.d.html","rich_text_nick_to_url":[],"rich_text_nick_to_routeUri":[],"compere_info":""},{"id":3578713,"zhibo_id":152,"type":0,"rich_text":"【南京证券：关注氟化工、轮胎、肥料等细分赛道投资机会】南京证券研报指出，化工行业进入春季旺季，叠加政策推动，家电汽车等行业相关化工品需求有望受到拉动，绿色低碳发展路径明确。近期进入业绩披露期，关注景气度较好、业绩稳健的子行业及相关公司；关注半导体材料的国产化进程；关注氟化工、轮胎、肥料、现代煤化工等细分赛道投资机会。