Industry basic data tracking: from April 18 to April 22, SW chemical sector fell 5.14%, 1.64 percentage points behind Shanghai Composite Index; The performance of nitrogenous fertilizer, viscose, chemical products such as nitrogenous fertilizer, polyester and other industries decreased, while the performance of nitrogenous fertilizer, chemical products such as alkali, viscose and other industries was poor.
In March, the import of potash fertilizer fell and the export of phosphate fertilizer improved. According to wind data, in March 22, the import volume of potassium chloride was 640000 tons, down 15.8% month on month; The export volume of monoammonium phosphate was 100000 tons, an increase of 107.7% month on month; The export volume of diammonium phosphate was 380000 tons, an increase of 233.8% month on month.
The prices of chemical products rose and fell by half month on month: among the 231 products we tracked, the prices of 60 products rose this week compared with last week, the prices of 110 products were stable, and the prices of 61 products fell. The number of three types of products accounted for 26%, 48% and 26% of the total number of products respectively. The price of chemicals fluctuated. Products with large price increases include nitric acid, sodium tripolyphosphate, ferrosilicon, aluminum fluoride and DMF Products with large price drop include trichloroethylene, acetic acid, hydrazine hydrate, R134a, lithium carbonate and R32.
Information of key sub industries: coal chemical industry chain: urea rises in a narrow range, DMF rises in a wide range, methanol fluctuates strongly, acetic acid falls continuously, and the center of gravity of ethylene glycol rebounds; Polyester industry chain: the price of polyester filament fluctuated this week; Spandex: the market focus of spandex is downward; Viscose: smooth delivery in viscose market; Nylon: the price of nylon chips is stable as a whole; MDI industrial chain: the price of aggregate MDI rises upward, while the price of pure MDI declines weakly; Two alkalis: the price of soda ash rose and the price of PVC fell; Silicon industry chain: narrow range finishing of organosilicon and slight reduction of metal silicon as a whole; Phosphorus chemical industry: the price of phosphate rock and monoammonium phosphate increased; Potash: Salt Lake Group raised the price in May; The price of ammonium glyphosate and ammonium glyphosate is tense; Lithium battery materials: the prices of electrolyte and lithium hexafluorophosphate fell; Feed additives:
VA prices fell. (data source: Baichuan Yingfu, Zhuo Chuang information, China fiber network, wind)
What to focus on: (1) what to focus on: (1) what to focus on: (1) what to focus on: (1) what to expect from the new direction and new blue ocean: the new direction and new blue ocean: the new direction and new blue ocean of the new direction and new direction of the new direction and new blue ocean of the industry’s: (1) what to focus on: (1) what to focus on: (1) the new direction and new direction and new blue ocean of the new direction and new direction and new blue ocean of the new direction and new blue ocean of the industry ”s leading: (1) the new direction and new blue ocean of the industry”s leading: (1) the new direction and new direction of the new direction and new blue ocean: forthe Shandong Hualu-Hengsheng Chemical Co.Ltd(600426) of the Hengyi Petrochemical Co.Ltd(000703) etc.); (2) From top to bottom, focus on carbon neutralizand: carbon neutral: synthetic biology ( Anhui Huaheng Biotechnology Co.Ltd(688639) fromthe top-down from the top to the top-down, focusing from the top-down, focusing from the top to the top-down, focusing from the top-down. Carbon neutraliz: synthetic biology: synthetic biology ( Dongguan Dingtong Precision Metal Co.Ltd(688668) 86 Opt Machine Vision Tech Co.Ltd(688686) 39 \ , Hoshine Silicon Industry Co.Ltd(603260) , Tangshan Sunfar Silicon Industry Co.Ltd(603938) , Levima Advanced Materials Corporation(003022) and Jiangsu Eastern Shenghong Co.Ltd(000301) ); (3) Bottom up search for strong α： Sailun Group Co.Ltd(601058) , Jiangsu Yangnong Chemical Co.Ltd(600486) , Hoshine Silicon Industry Co.Ltd(603260) , Inner Mongoliayuan Xing Energy Company Limited(000683) , Anhui Anli Material Technology Co.Ltd(300218) , etc; (4) Combine up and down to find the value of the value that’s out of the air by combining up and down to find the value of the value that’s out of the air. Depressidepressions: the Tongkun Group Co.Ltd(601233) , Zhejiang Nhu Company Ltd(002001) , Anhui Huaheng Biotechnology Co.Ltd(688639) and Aofu Environmental Technology Co.Ltd(688021) , Xi’An Manareco New Materials Co.Ltd(688550) , Hangzhou Greenda Electronic Materials Co.Ltd(603931) and so on in the vitamin industry.
Risk tip: macro level: macroeconomic downturn, shrinking demand for related chemicals; Industry level: sharp fluctuations in the price of bulk raw materials; Company level: the company’s profit is lower than expected.
