The chemical industry in the weak market performance polarization

    There are 71 listed chemical companies announced third-quarter results letters, in addition to the two uncertain, 46 companies xi (including renew surplus), 5 companies first, six XuKui of enterprises. Performance forecast and the turnround increase enterprise mainly concentrated in the dye, carbon black, new materials, such as compound fertilizer industry segment.

    Since entering the second quarter, some molecules in the chemical industry industry supply and demand improvement, thickening of the related company performance and profit.

    The first is recovery in overseas markets. With the resurgence of the U.S. economy and real estate industry, the rebound in the second quarter of titanium white industry and related company repeatedly revised up early performance expectations. Hk is expected, the company in the first three quarters of net income of 20.9172 million yuan to 26.1465 million yuan, has increased from 100% to 150%, the main products of the main reason for the improvement of relations between supply and demand.

    Late in the second quarter, the chemical fertilizer industry demand began to rebound. This year our country greatly reduces the peak season fertilizer export tariffs, enterprises in the export of time have more choice, to avoid the usual phenomenon of enterprises cluster export lead to price wars, export prices gradually on the rise. Recently, for compound fertilizer and fertilizer raw materials procurement fall season began, soaring domestic urea prices began to round. Many analysts pointed out that after a brutal price war and industry starts to reduce, or fertilizer industry has begun to rebound, the rebound cycle will remain to the end of September, at least one head of coal chemical fertilizer enterprise benefit will be larger.

    In the second quarter of domestic glyphosate starts quickly picks up, the price from a peak of 36000 yuan/ton straight down to less than 28000 yuan/ton. The medium-term performance of glyphosate enterprise widespread growth fell back. However, as the third quarter of the South American market launch, glyphosate price is expected to be recovered. Glyphosate production enterprise mainly young farmers related to the China securities journal reporter said, at present, the company glyphosate order is full.

    In addition, the stricter environmental policy and oligarch competition brought about by the industry supply contract, or will continue to work with sweet DengZi flavours, artificial leather, vitamin B and dye industry.