PRODUCT LISTS
| GF: acetic acid chemical research weekly price gai |
| Core ideas: Industry view For a period of time in the future, the development trend of the basic chemical industry: (1) the WTI crude oil prices to $95 / barrel fluctuations central; (2) chemicals prices overall remained stable; (3) substantial recovery in demand remains to be seen; (4) environmental protection, energy saving and continue to cause some sub sectors to end contraction; basic chemical industry as a whole is given to "hold" rating. Key sub sectors Sub sectors, can focus on: (1) MDI industry; (2) fine chemical industry; (3) compound fertilizer industry; (4) new energy automobile industry chain. investment portfolio May 26th to May 30th, GF chemical investment portfolio yield of 2.1%. The portfolio: Wanhua chemical, alliance of science and technology, construction of new shares, Sanyou chemical, Xilong chemical, anno, Dinglong shares. Chemical products: crude oil, coal and other raw materials fell; chemical products prices remained stable, spread by (a) crude oil, coal and other raw materials fell (two) chemical products prices remain stable In our tracking of the 220 products, this week and last week than: 47 kinds of product prices, 119 kinds of product prices stable, 54 kinds of product prices fell, the number of three categories of products accounted for 21% of the total number of products, 54% and 25%. Chemical products prices remain stable. Price increase of products include: acetic acid (12.6%), propylene oxide (9.6%), natural latex (7.6%), sulfuric acid (6.5%). Larger price decline products include: potassium chloride (-9.3%), glycine (-9.0%), power coal (-8.1%). (three) profitability by chemicals In our tracking of the 43 product spread, compared with last week: 15 kinds of product spread, 7 kinds of product spread smooth, 21 kinds of product spread narrowed, the number of three categories of products accounted for 35%, 16% and 49%. Profitability by chemicals. To expand the spread of larger products for: sodium tripolyphosphate (51.5%), PTA (49.4%), polyester FDY (35.5%), acetic acid (22.2%), methyl ethyl ketone (8.0%) and glyphosate (7.9%), gas head urea (6.1%). Spread narrowed greatly products for: the maleic anhydride method of BDO -115.1% adipate -45.1%, chloride potassium -15.1%, polyester staple fiber (- 12.2%), calcium carbide BDO -11.0%. Data track Industry trends: outperform the market. Industry Valuation: the following historical mean. Risk warning 1, crude oil price volatility; 2, the end demand remains in the doldrums; 3, major safety accidents. The text has ended, you can press alt+4 to comment |