Can the ABS that benefit from agglomeration have upward momentum?

Introduction: Since mid-August, there have been many favorable external incentives, cost-side support, production reduction by some companies, and tight supply of goods, e.

RMB breaks 7, and import costs are high

Trump said on A.

At around 9:16.

At the beginning of the month, the Sino-US trade tensions escalated again, and the RMB exchange rate broke 7, which led to the high cost of imported cargo in Augu.

Postponement of tariff hikes boosts market sentiment

On the evening of August 13, the Office of the.

Despite the back-and-forth in trade talks, the news of the tariff delays still warmed the mark.

The price approaches the theoretical production cost level

Since mid-April 2019, the domestic ABS market has continued to decli.

Military parade blue, the northern downstream production orders ahead of schedule In 2019, the 70th anniversary of the People's Republic of China, in order to realize the "parade blue", Beijing-Tianjin-Hebei and surrounding areas are bound to usher in limited production operations from late August to September, which affects In the traditional "Golden Nine" production season, some local downstream enterprises have advanced some orders to production in August, and there is a certain increase in dema.

Affected by typhoons and other factors, some enterprises limited production or stopped

Liquefied raw material pipeline reconstruction, Ningbo LG Yongxing has reduced production since around August 9, and its negative value has dropped by about 20%; in addition, due to the impact of steam system maintenance, Tianjin Dagu has been reduced to about 5-60% since mid-Augu.

Many positives have gather.