Business community analyst Zhang Ming said that the arrival of the spring market, the overall chemical industry is expected to continue to improve.
Titanium dioxide and other chemicals rose
The data shows that acrylic acid, propylene oxide and titanium dioxide have recently risen in price. Among them, the cumulative increase of acrylic acid in February this year has reached 30%, the industry believes that the current industry inventory as a whole is low, driven by the downstream demand, the acrylic industry chain profitability is expected to continue to improve. Among the listed companies, satellite petrochemical has a capacity of 480,000 tons of acrylic acid, and Shenyang Chemical also has an annual production capacity of 130,000 tons of acrylic acid and esters.
At the beginning of March, the production enterprises of propylene oxide collectively raised the ex-factory price by 100 yuan to 600 yuan/ton, an increase of 1.7% to 5%. Analysts believe that due to the fact that the downstream construction has not yet fully recovered, the price increase exceeded the market expectation at the time and in the range. In the short term, two major factors will support the price to continue to rise: First, the maintenance of some raw material propylene equipment leads to tighter prices, The formation of support for the price of propylene oxide; Second, the partial failure of some propylene oxide manufacturers devices affect the production capacity. Among the listed companies are Binhua and Fangda Chemical.
Recently, the news of the collective price increase of domestic titanium dioxide enterprises has also been heard. Zhuo Chuang information data shows that anatase products have risen around 300 yuan/ton, which is the second increase in price within the second half of the Spring Festival. Business Society analyst Yang Xun said that the industry is now waiting for the Sichuan Dragonfly to raise the ex-factory price. At present, the recovery of downstream construction starts, and foreign trade exports are also smooth, making titanium dioxide follow-up may continue to rise. Relevant stocks include Wuli Lian, Ananda, China Nuclear Titanium Dioxide and Jinpu Titanium.
Follow-up focus on fluorinated workers, glyphosate
Analysts said that there are three reasons for this round of rising prices of chemicals: the first is the advent of the spring market, the second is the regular maintenance period for companies from March to May, and the third is the increase in environmental pressure, so individual chemicals Obviously rose. He believes that, combined with the performance of the chemical market in the past five years, the chemical industry or to maintain the overall upward trend slightly, does not rule out the individual products rose more.
So, what chemicals prices are likely to rise in the near future? Zhang Ming said that the first is fluorine chemical products, and now is the time for air conditioners and refrigerator manufacturers to procure products and concentrate production, coupled with a great deal of environmental protection pressure, prices or prices; second is acetic acid products, due to the upstream methanol cost support, the recent increase in methanol Many, acetic acid may rise; the third is the pesticide fertilizer plate, due to the pull of the spring ploughing demand, for example, glyphosate products will rise significantly in the near future.
Judging from the listed companies, fluorochemical workers mainly include Juhua and San Aifu; Hualu Hengsheng has 500,000 tons of acetic acid production capacity; glyphosate-related listed companies, Xinan has 80,000 tons of glyphosate production capacity, and glyphosate The original powder production ranks second in the world and Asia ranks first; the wholly-owned subsidiary of Hebang Group and Bangnong Branch are mainly engaged in the production of double-glyphosate and related products; Jiangshan is also one of the largest domestic producers of glyphosate.
Titanium dioxide and other chemicals rose
The data shows that acrylic acid, propylene oxide and titanium dioxide have recently risen in price. Among them, the cumulative increase of acrylic acid in February this year has reached 30%, the industry believes that the current industry inventory as a whole is low, driven by the downstream demand, the acrylic industry chain profitability is expected to continue to improve. Among the listed companies, satellite petrochemical has a capacity of 480,000 tons of acrylic acid, and Shenyang Chemical also has an annual production capacity of 130,000 tons of acrylic acid and esters.
At the beginning of March, the production enterprises of propylene oxide collectively raised the ex-factory price by 100 yuan to 600 yuan/ton, an increase of 1.7% to 5%. Analysts believe that due to the fact that the downstream construction has not yet fully recovered, the price increase exceeded the market expectation at the time and in the range. In the short term, two major factors will support the price to continue to rise: First, the maintenance of some raw material propylene equipment leads to tighter prices, The formation of support for the price of propylene oxide; Second, the partial failure of some propylene oxide manufacturers devices affect the production capacity. Among the listed companies are Binhua and Fangda Chemical.
Recently, the news of the collective price increase of domestic titanium dioxide enterprises has also been heard. Zhuo Chuang information data shows that anatase products have risen around 300 yuan/ton, which is the second increase in price within the second half of the Spring Festival. Business Society analyst Yang Xun said that the industry is now waiting for the Sichuan Dragonfly to raise the ex-factory price. At present, the recovery of downstream construction starts, and foreign trade exports are also smooth, making titanium dioxide follow-up may continue to rise. Relevant stocks include Wuli Lian, Ananda, China Nuclear Titanium Dioxide and Jinpu Titanium.
Follow-up focus on fluorinated workers, glyphosate
Analysts said that there are three reasons for this round of rising prices of chemicals: the first is the advent of the spring market, the second is the regular maintenance period for companies from March to May, and the third is the increase in environmental pressure, so individual chemicals Obviously rose. He believes that, combined with the performance of the chemical market in the past five years, the chemical industry or to maintain the overall upward trend slightly, does not rule out the individual products rose more.
So, what chemicals prices are likely to rise in the near future? Zhang Ming said that the first is fluorine chemical products, and now is the time for air conditioners and refrigerator manufacturers to procure products and concentrate production, coupled with a great deal of environmental protection pressure, prices or prices; second is acetic acid products, due to the upstream methanol cost support, the recent increase in methanol Many, acetic acid may rise; the third is the pesticide fertilizer plate, due to the pull of the spring ploughing demand, for example, glyphosate products will rise significantly in the near future.
Judging from the listed companies, fluorochemical workers mainly include Juhua and San Aifu; Hualu Hengsheng has 500,000 tons of acetic acid production capacity; glyphosate-related listed companies, Xinan has 80,000 tons of glyphosate production capacity, and glyphosate The original powder production ranks second in the world and Asia ranks first; the wholly-owned subsidiary of Hebang Group and Bangnong Branch are mainly engaged in the production of double-glyphosate and related products; Jiangshan is also one of the largest domestic producers of glyphosate.
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