中国化工经销商调查:尽管销售温和增长,情绪仍疲弱-Chinese Chemical Distributor Survey_ Sentiment Weak Despite Modest Sales Growth
2025-08-05 11:15
USA | Chemicals Equity Research Chinese Chemical Distributor Survey: Sentiment Weak Despite Modest Sales Growth Our survey of chemical distributors in China's industrial heartland flagged LSD sales growth, with a modest acceleration for paints in August. Trends were weaker than expected last month. Orders have lagged inventories, suggesting risk for volumes this fall. Cyclical confidence remains in line with COVID lows, and the lack of acceleration suggests tariff-related headwinds are offsetting typical se ...