The Price Of Dye Is Rising And Supply Side Reform Is Always The Focus.

Nearly half a month of larger products: natural gas (New York spot price, 12.45%), butadiene International (CFR Southeast Asia, 10.47%), natural rubber (Shanghai, 9%), polypropylene (Beijing T30S, 8.82%), soda ash (light weight) (Hua Dong, 7.66%), styrene (Hua Dong area, 7.05%), ABS (Hua Dong area, 6.89%), styrene butadiene rubber (Hua Dong 1502,6.06%), butadiene rubber (Hua Dong area, 5.94%), PS (Hua Dong GPPS, 5.62%).

The products with a large decrease in the last half month: nitric acid (joint chemical industry, -12.12%), fluorite powder (East China, -11.18%), sulfuric acid 98% (Jiangsu Thorpe, -10%), synthetic ammonia (Shandong, -8.56%), liquid chlorine (East China, -8.33%), hydrochloric acid (East China high purity, -6.67%), TDI (East China, -5.21%), trichloroethylene (East China, -3.96%), international potassium chloride (Vancouver high-end, -3.16%), international urea (Eugene, -3.16%).

Investment perspective: in 2016, supply side reform will be an important part of the capital market.

Major initiatives such as capacity production and real estate inventory will provide continuous investment opportunities for the chemical industry.

From the three angles of raw material cost push, demand pull and supply contraction, we comb the investment opportunities of chemical industry. Among them, 1, raw material prices drive up the price of downstream products, and we should pay attention to PTA (Hengyi petrochemical, Rongsheng petrochemical) and

(Sanyou chemical, Nanjing chemical fiber, Xinxiang chemical fiber, Australia Ocean Technology).

2, real estate to inventory, investment demand growth is expected to boost the demand for upstream building materials, it is recommended that attention, such as soda ash, glass, PVC and MDI (Jin Jing technology, Sanyou chemical, Hongda Xingye, Zhongtai chemical, Wanhua chemical).

3, eliminate backward production capacity, shut down polluting enterprises, supply side shocks, and leading enterprises benefit from the proposal. We should pay attention to the printing and dyeing industry -1.html "> printing and dyeing industry (joint stock), dyestuff industry (intercontinental shares, Zhejiang Longsheng).

This week we strongly recommend the combination of giant chemicals (electronic chemicals), Zhejiang Longsheng (dyestuff) and Sai Lun Jinyu (tires).

The recommended combination is intercontinental stock (dyestuff), Shanghai Xinyang (semiconductor chemicals) and Qingdao binaries (tires).

In addition, we continue to recommend the fundamentals with outstanding highlights, and companies that have established growth performance, such as:

Sai Lun Jinyu: with the launch of the domestic semi steel tire replacement market, it faces significant historical development opportunities.

As the best semi tire enterprise, if we can grasp this historical opportunity, we will have the hope to become a national tire brand with international competitiveness.

In addition, Vietnam's contribution to profitability next year will prompt the company to return to the high growth channel and strongly recommend it.

Juhua shares: deep technology and strong R & D strength. With the new products and new technology entering the harvest period, it is expected to become a leader in the electronic chemicals and new materials industry, strongly recommended.

Halliday's business has been improving in a comprehensive way, endogenetic growth is strong, its performance exceeds market expectations, followed by a large number of reserve projects, and continuous growth momentum is continuing to strongly recommend.

Huilong shares deep agricultural farming for many years, the channel advantage is remarkable, and the future agricultural material business electricity supplier, the channel will be the core competitive advantage, from the channel value, the company is seriously underestimated, and continues to strongly recommend.

Qingdao Binxing takes tires O2O as the breakthrough point, implements the multi-level monkey strategy, and builds a fast response post market service system, and continues to strongly recommend it.

Hongda Xingye chlor alkali industry chain has a remarkable advantage of circular economy integration, and actively layout rare earth new materials and soil remediation industry, and proposes positive attention.

Crude oil: WTI:48.99 USD / barrel, 2.83%; BRENT:50.35 USD / barrel, 4.01%.

Market sentiment improved overall, crude oil hit the biggest quarterly gain in seven years.

The main factors include: the UK's retreat from Europe triggered the global market turmoil; the US crude oil inventories fell more than expected; the number of us oil drilling increased again.

The price of disperse dyes has risen sharply, and acid dyes have kept pace with the rising of reactive dyes.

In July 1st, the price of disperse dyes rose and the factors of price increase were analyzed.

Graphene: the market will reach 100 billion yuan.

China graphene Industry Technology Innovation Alliance launched the 2016 global graphene Industry Research Report in Shanghai yesterday.

According to the report, the development of graphene industry is still in its infancy. It is estimated that by 2020, the global graphene will form a complete industrial chain, and the scale of the market will reach 100 billion yuan, of which China accounts for 50% to 80%. China will play a leading and core role in the global graphene industry.

Natural gas: natural gas price reform has been substantially promoted, and the performance of listed companies is gratifying.

The reform of natural gas prices has been substantially promoted. Relevant departments plan to speed up the marketization of natural gas through strengthening the supervision and examination of fuel costs.

At the same time, the "three for one industry" separation and pfer policy is expected to provide expansion for gas companies.

Opportunities.

Insiders pointed out that since the beginning of this year, the performance of the gas sector listed companies has been gratifying.

With the advance of these reforms and policy support, the listed companies in the gas industry are expected to continue to benefit.

Pesticide: the global bioinsecticide market grew by an average of 18.3% in 2016 -2021.

According to the report of the global bioinsecticide market trend and forecast from 2016 to 2021, the global market value of bioinsecticides is estimated at about US $1 billion 160 million in 2015. The value of the market is expected to increase by a compound annual growth rate of 18.3% in 2016 -2021, and the market share will reach 3 billion 180 million in 2021.

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