Chemical products have risen in an all-round way. A total of 55 products rose this week, 21 products were flat, and only 4 products fell. The larger varieties were mainly concentrated in soda ash, chlor-alkali, phosphorus*silicon products, rubber, polyurethane and chemical fiber products. This week, there were 22 products with more than 5% increase, the largest increase was butadiene rubber, the latest price was 26,800 yuan/ton, and the weekly increase was 11.94%. In addition, the price increase of acetic acid, alcohol, and natural rubber all exceeded 10%. There was no more than 5% drop this week.
Crude oil prices are consolidating at high levels. This week's oil price was affected by the dollar factor and was adjusted in the range of $81-84. The recent rise in oil prices has a greater relationship with the US dollar's depreciation due to loose monetary policy. We believe that the depreciation of the US dollar has caused commodity prices to hit new highs, triggering worries about global inflation in all countries; on the Other hand, Oil prices continued to break through upwards at $85 and there is a relatively large technical pressure. At the same time, economic fundamentals do not support the continued upward movement of oil prices. Therefore, we expect oil prices to fluctuate within the range of $80-85, not excluding the new round of adjustment resulting from the rebound of the dollar. may.
Concerned about chlor-alkali, phosphorus chemical and chemical fiber prices. Affected by energy-saving, emission reduction and Asian Games, soda ash and chlor-alkali prices rose significantly. At the same time, downstream demand has improved to further support new high prices; calcium carbide is the type most affected by energy-saving emission reduction, and it pays close attention to the resources in the process of calcium carbide price increase. Chlor-alkali enterprises; Phosphorus chemical products prices rose significantly this week, phosphorus fertilizer demand support and limited output of phosphate rock led to tight supply, suggesting that attention is paid to the related phosphorus chemical companies; methanol stimulated by a number of factors to rise significantly, aromatic oil products affected by the general rise in oil prices Plastics products are high consolidation; natural rubber prices hit new heights in response to Southeast Asian production cuts and tire demand expectations, prices of synthetic rubber rose sharply under natural rubber and crude oil; agrochemicals, urea hit a new high during the year, the market outlook is subject to tariffs, energy saving Limited power, light storage market, a variety of factors, remains to be seen, high potassium fertilizer phosphate consolidation, potassium fertilizer should pay close attention to the contract price; Polyurethanes, MDI, TDI upstream, polyether high consolidation, market conditions to be further clarified and released, the market outlook Expected to be more optimistic; chemical fiber prices are affected by cotton prices. In general, with the exception of viscose, the prices of other chemical fiber raw materials have been affected by oil prices more than the price of products, and interest margins have shrunk. Close attention has been paid to the market for viscose and polyester staple fibers that can replace cotton, especially differentiation. The higher rate of viscose enterprises, due to the diversification of raw materials, strong anti-cotton price rise, profitability will also be improved, in addition, the spandex peak season continues to rise.
Investors are advised to pay close attention to: (1) An integrated chlor-alkali company that has mastered the advantages of resources and raw materials, such as Tianyuan Group, Yinglite, Zhongtai Chemical; 2. The price of synthetic fiber brought by the increase of cotton price, especially the attention Highly differentiated viscose enterprises, such as Shandong Hailong, Xinxiang Chemical Fiber and Jilin Chemical Fiber, and viscose staple fiber enterprises, such as Huaxi Village and Jiangnan High Fibre; 3. Benefit from the textile chemicals stocks in the coming season of chemical fiber, such as Chemicals, Demei Chemicals, Zhejiang Longsheng; 4. High-growth stocks represented by high-end fine chemical stocks, worth long-term attention: Lianhua Technology, Wing Tai Technology, Tianma Refine, Jiujiu Jiu, Jianxin Co., Ltd. Environmental protection, Pulit, Kangdexin, Yuf shares. It is recommended that Lianhua Technology (002250), Yongtai Technology (002326), Kangdexin (002450), and Demei Chemical (002054).
Crude oil prices are consolidating at high levels. This week's oil price was affected by the dollar factor and was adjusted in the range of $81-84. The recent rise in oil prices has a greater relationship with the US dollar's depreciation due to loose monetary policy. We believe that the depreciation of the US dollar has caused commodity prices to hit new highs, triggering worries about global inflation in all countries; on the Other hand, Oil prices continued to break through upwards at $85 and there is a relatively large technical pressure. At the same time, economic fundamentals do not support the continued upward movement of oil prices. Therefore, we expect oil prices to fluctuate within the range of $80-85, not excluding the new round of adjustment resulting from the rebound of the dollar. may.
Concerned about chlor-alkali, phosphorus chemical and chemical fiber prices. Affected by energy-saving, emission reduction and Asian Games, soda ash and chlor-alkali prices rose significantly. At the same time, downstream demand has improved to further support new high prices; calcium carbide is the type most affected by energy-saving emission reduction, and it pays close attention to the resources in the process of calcium carbide price increase. Chlor-alkali enterprises; Phosphorus chemical products prices rose significantly this week, phosphorus fertilizer demand support and limited output of phosphate rock led to tight supply, suggesting that attention is paid to the related phosphorus chemical companies; methanol stimulated by a number of factors to rise significantly, aromatic oil products affected by the general rise in oil prices Plastics products are high consolidation; natural rubber prices hit new heights in response to Southeast Asian production cuts and tire demand expectations, prices of synthetic rubber rose sharply under natural rubber and crude oil; agrochemicals, urea hit a new high during the year, the market outlook is subject to tariffs, energy saving Limited power, light storage market, a variety of factors, remains to be seen, high potassium fertilizer phosphate consolidation, potassium fertilizer should pay close attention to the contract price; Polyurethanes, MDI, TDI upstream, polyether high consolidation, market conditions to be further clarified and released, the market outlook Expected to be more optimistic; chemical fiber prices are affected by cotton prices. In general, with the exception of viscose, the prices of other chemical fiber raw materials have been affected by oil prices more than the price of products, and interest margins have shrunk. Close attention has been paid to the market for viscose and polyester staple fibers that can replace cotton, especially differentiation. The higher rate of viscose enterprises, due to the diversification of raw materials, strong anti-cotton price rise, profitability will also be improved, in addition, the spandex peak season continues to rise.
Investors are advised to pay close attention to: (1) An integrated chlor-alkali company that has mastered the advantages of resources and raw materials, such as Tianyuan Group, Yinglite, Zhongtai Chemical; 2. The price of synthetic fiber brought by the increase of cotton price, especially the attention Highly differentiated viscose enterprises, such as Shandong Hailong, Xinxiang Chemical Fiber and Jilin Chemical Fiber, and viscose staple fiber enterprises, such as Huaxi Village and Jiangnan High Fibre; 3. Benefit from the textile chemicals stocks in the coming season of chemical fiber, such as Chemicals, Demei Chemicals, Zhejiang Longsheng; 4. High-growth stocks represented by high-end fine chemical stocks, worth long-term attention: Lianhua Technology, Wing Tai Technology, Tianma Refine, Jiujiu Jiu, Jianxin Co., Ltd. Environmental protection, Pulit, Kangdexin, Yuf shares. It is recommended that Lianhua Technology (002250), Yongtai Technology (002326), Kangdexin (002450), and Demei Chemical (002054).
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