"Gold nine silver ten" to promote the five areas of chemicals ushered in a rise

With the arrival of the "Golden Nine Silver Ten", the prices of some chemicals have been rising recently, causing great concern in the market for related concept stocks.
From the market performance point of view, in addition to the new shares Zhenhua shares, Jiangsu Thorpe, Jinke Entertainment, Shanxi 3D, Longxing Chemical, Triangle Tires, Qingsong shares, Henghe mold, Hechi Chemical, Guangxin Materials, Shandong Heda, Amly shares, Kulian Development, S Jiatong and other 13 stocks have achieved a rise and stop, in addition, Yuanli shares, Lotte shares, Xuefeng Technology, Rainbow Refining, Xingfa Group, Hengtian Hailong and other 12 stocks rose more than 5%, becoming one of the few hot spots in the recent weak market.
analysts said that the short-term market breakthrough upward is less likely, yesterday's volume is more indicative of the market pre-holiday wait-and-see atmosphere thickened, in this context, including chemical industry, some fundamentals of the inflection point of the plate, in the weak defensive highlights, more easily favored by market funds.
dyes, titanium dioxide, polyurethane, chlor-alkali, glyphosate and other chemicals or their raw material prices have ushered in a significant rise and its future trend has been generally optimistic institutions.
dyes
with the rise in raw material prices and the arrival of the peak demand season, dye stocks in the two cities are also very bullish by institutions. Taking toluene, one of the main raw materials of dyes, as an example, the data show that the reference price of toluene is 5,294 yuan/tonne, a cumulative increase of 9.38 percent in a month.
Tumic white powder
this year, the domestic price of titanium dioxide has been raised ten times in a row, and with the international titanium dioxide giant Coster again raised prices, research institutions generally believe that titanium white powder price increases in the future will enter the normal.
Polyurethane
among them, TDI, Guolian Securities said, by Japan's Mitsui Chemical closed TDI, MDI business and new production capacity delays, foreign supply contraction, export growth led to a rise in domestic TDI prices, and TDI domestic market into the "Golden Nine Silver Ten "Demand peak season, domestic demand rebound, TDI prices are strong, individual stocks recommend to pay attention to the impact of the large, MDI, limited production impact, supply side continued to be tight, supporting the spot price is rising, individual stocks, as the world's leading MDI enterprise Wanhua Chemical by a number of institutions unanimously recommended."
chlor-alkali
benefit from supply-side reform and the growth of new real estate construction area, chlor-alkali as the main raw material PVC demand rebounded, Minsheng Securities said that PVC belongs to the real estate post-cycle industry, demand lags behind the new real estate projects started six months to a year, the first half of the newly started real estate projects on PVC demand is expected to be released in the second half of the year.
Glyphosphate
with the recent price increases, CITIC Construction Investment suggested to pay attention to and Bang Bio, Jiangshan shares, Xin'an shares, Xingfa Group, Yang non-chemical and other related stocks.
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