Pesticide industry last week: glyphosate mainstream price remained at 2.6-2.7 million, part of the price slightly callback; glycine, last week grass supply tensions continued to offer ammonium phosphine, substantially increased to around 170 thousand, the Shijiazhuang area remained the main production shutdowns, expected product prices are expected to remain high; last week, imidacloprid, acetamiprid continued tight supply, by the environmental impact of technical and important intermediate CCMP prices remain high.

The chemical industry this month significantly outperformed the broader market, agricultural supply side reform topics related to agricultural industry over prices strong performance of the plate, sub sectors with urea, phosphate fertilizer, pesticide as the representative to maintain good benefit, at the same time, all kinds of cycle industry with viscose, titanium dioxide was represented by maintaining a strong.

The first quarter of next year and the first half of the chemical sector should still focus on all kinds of periodic chemical sub sectors to improve supply and demand led boom upgrade brings investment opportunities, part of continuous fermentation recently proposed to pay more attention to the environmental protection events and needs significant recovery brought about by sub sector investment opportunities, including: all kinds of agricultural products, viscose staple fiber, silicone PVC, sodium carbonate and titanium dioxide, industrial chain and other sub sectors.

Golden State team recently based chemical view summary

December chemical products price rose to a certain extent exceeded the expectations of the market, from the level of supply and demand changes, such as short-term cost push, capacity constraints and other major cause of rising prices. In 2017 January to sub industry concern prices continued to rise and has a certain ability to deliver performance and related standard, focus on agricultural sector, viscose staple fiber, titanium dioxide and other investment opportunities in the industry, for part of the price rose too fast and the lack of fundamental support for the sub sector is to maintain a cautious attitude.

Recommendations concern the agricultural sector:

Pesticide industry:

At present, the mainstream price hike to glyphosate between 2.6-2.7 million, the product and raw material prices remain high glycine consolidation, it is recommended to focus on success group, and proposes a focus on Xin’an shares, the country shares; the recent price hike of glufosinate to around 170 thousand, short-term supply tensions have not eased, the proposals concern Lier Chemical; imidacloprid, acetamiprid continued tight supply, by the environmental impact of technical and important intermediate CCMP prices remain high, the proposals concern evergreen shares.

P:

The domestic fertilizer “6+2″ after a meeting of DAP prices remain strong, the industry is expected to bring short-term profitability is expected to improve under the trend of investment opportunities, the proposals concern the sky. All over the country: urea urea prices continued to rise since December, winter spring season needs improvement and superposition caused by short-term tension capacity mismatch, the industry boom is expected to continue to improve, the proposals concern Hubei Yihua, Luxi Chemical, Huaneng Power, Yang coal chemical industry etc..

Firmly optimistic about viscose staple fiber:

2017 Viscose staple fiber industry The boom continued to improve, the industry gradually clear, in recent years the production of steady demand growth under the background of environmental protection under the background of superimposed supply continued to tighten, the industry is expected to relay a strong market in 2016. The background of recent off-season price increase is also in this industry solid fundamentals, industry supply and demand have achieved a certain degree of marginal improvement. Recommendations concern related to listed companies, Sanyou chemical Aoyang technology, chemical and Thailand, Nanjing chemical fiber.

The main chemical products this month price and price changes in December N chemical price performance is better, the majority of product prices rose this month or the top five products were reduced (40%), fuel oil (39.35%), butadiene (35.66%), nylon POY (28.93%), MEG (27.18%); the decline in the top five are liquid chlorine (-40.00%), PVC (-17.43%), cotton (-11.43%), dichloromethane (-9.26%), TDI (-8.10%).

Spread performance chemicals:

This month, diammonium phosphate, ethylene ethylene glycol spread huge expansion, polyester staple fiber, soda ash, MDI, PTA spread to some extent expand. Viscose staple fiber, TDI spread to some extent reduced, while the coal head of urea and calcium carbide method PVC spreads shrink serious.

The price oversold chemicals summary:

102 kinds of key chemical product prices this month in gold tracking, there are 9 kinds of chemicals, the price is still in the bottom of the range (less than or equal to the lowest in history this month the average price of *10% operation). In the bottom row to run the first five months of the longest for varieties of butyl rubber (17 months), ammonium nitrate (industrial) (15 months), acrylic staple (14 months), acrylic top (14 months), potassium sulfate (November).

The sea fishing Jinmo salt in the wound
Salt to the implementation of the new deal soon, want to get a share of the people, also began to wait. No matter the original geometry, don’t be anxious.
Frequent problems

Now the market is very chaotic, and their money out of salt bluff and deceive the name change. Part of the salt company can not help but stand up to remind everyone.” The end of 2016, a local salt company staff said of the new financial reporter observed.
Public information display, the word “reminder” event occurred in November 2016 -12 months, the provinces of Salt Industry Bureau, salt bureau respectively by news reports or news release on the WeChat platform mode.
Media reports said, “recently, some salt production enterprises and individual illegal traders to carry out false propaganda by the reform of salt industry machine, signed a distribution contract with wholesale dealers, and as a bait and salt deposit in advance.”
“To prevent possible some of the other channels, the lack of quality and safety of counterfeit and inferior salt salt to avoid disrupting the market, some dealers were lured fooled, the salt company to remind you, should consciously purchase salt from holding salt wholesale license, consumers should try to choose a large supermarket and a salt retail license store to buy salt……” At the end of the text also left a phone call.

According to incomplete statistics, Shanxi, Henan, Jiangsu, Guangzhou and other places have similar incidents. But in fact, it is worth reminding the market far more than these.
The place where the aforementioned staff has occurred or is occurring is precisely what is mentioned in the preceding report.

The theme of “salt is to introduce competition mechanism, as a result, many previously not qualified for the salt company and dealers have a chance, but, according to state regulations, the industry needs to” certificates “. As a result, the market will have a ‘certificate’ of the company and part of the claim that the ‘card’ run out of investment companies.” The above staff said.
It is said that the “card” on the circulation of the enterprise, refers to the salt wholesale business license, for the production of enterprises is a fixed point of salt production enterprise certificate. According to the national development and Reform Commission in December 23, 2016 the latest salt related work notice shows that the salt wholesale license to obtain salt production enterprises can also carry out salt sales activities.
Difficile true
Dealers have been fooled.” Preceding staff said.

Qilu Petrochemical oxo unit line of normal production, the factory price in 7400-7500 yuan / ton, will remain stable. Octanol full load operation, Nissan more than and 700 tons, the main contract for downstream users, manufacturers sales better, inventories remain low.

The normal operation of Shandong lihuayi oxo unit, the new factory price in 7400-7500 yuan / ton, will remain stable. The main contract for downstream users, the current plant operating load 7-8%, normal shipments, inventory low level. The normal operation of Shandong Cymbidium chemical octanol plant. Manufacturers octanol at the latest offer 7400-7500 yuan / ton. Because the equipment cause octanol unit operating load of about 5 into operation. The main supply contracts, sales better, supply, basically no inventory.

Market summary: market outlook is expected to continue to weaken under the pressure of propylene, alcohol manufacturers let pressure, and is likely to continue downward adjustment, octanol spot market focus weakness. Market outlook is expected in the short term, the slow downward trend of adjustment will continue, pay more attention to the downstream DOP trends.

[chemical] Gade Chemical Network Finance recently, the domestic market fell across the board continued to adjust the octanol, propylene downward trend continued, octanol market mentality is poor, the downstream DOP market atmosphere, product sales slump, factory cost pressure is high, the resistance increasing and octanol, poor start, there are still conflicting rise to octanol.

[ Click to view the source web page]

Dynamic octanol market prices in December 30th domestic enterprises or area:

The trend of alcohol market in Jiangsu area of weak finishing, manufacturers maintain stability, propylene slightly Kennedy, today to discuss the market sentiment, the current local market price 7650-7750 yuan / ton, the actual negotiations in 7600-7700 yuan / ton. The actual volume of a few early today. Today, the latest Tianjin soda plant octanol factory price in 7400-7500 yuan / ton, will remain stable. The main contract for downstream manufacturers, two sets of devices currently normal production, full load operation. At present, few manufacturers inventory.

Jiangsu Huachang Chemical octanol unit normal production at present. The basic full load operation, mainly the implementation of the contract goods sales, alcohol factory price 7750 yuan / ton. The shipment is basically normal, the current inventory is not high.