目 录
1．化工行业三月份表现居各行业中上游..........................................................................................4
2．中国石化行业公布2009年前两月经济运行情况........................................................................4
3．国际原油价格大幅上涨，超过50美元/桶..................................................................................5
4．氮肥、钾肥价格回落，磷肥价格平稳..........................................................................................6
4.1尿素价格先扬后抑......................................................................................................................................6
4.2磷肥国际价格回落，国内价格平稳...........................................................................................................7
4.3钾肥价格小幅回落......................................................................................................................................8
5．甲醇、二甲醚、醋酸产品价格反弹..............................................................................................8
6．草甘膦价格小幅上涨....................................................................................................................10
7．PVC价格上涨，电石价格平稳....................................................................................................10
8． MDI、TDI、DMC价格平稳......................................................................................................12
9．化工行业投资策略分析................................................................................................................13
10．重点上市推荐..............................................................................................................................14
10.1冠农股份（600251）..............................................................................................................................14
10.2久联发展（002037）..............................................................................................................................15
10.3扬农化工（600486）..............................................................................................................................15
10.4烟台万华（600309）..............................................................................................................................15
10.5利尔化学（002258）..............................................................................................................................16
10.6红宝丽（002165）..................................................................................................................................16
10.7兴化股份（002109）..............................................................................................................................17