The chemical industry is highly prosperous, and many listed companies have increased their performance in the first half of the year

Luxi Chemical said that benefiting from the implementation of the domestic and international dual-cycle strategy and the influence of various factors such as the supply and demand relationship of the chemical product market, during the reporting period, the company strictly controlled safety, environmental protection, energy conservation, and ensured that the production equipment is safe, stable, long, full, and stable.
Excellent
.
The company seized market opportunities, gave full play to the integrated advantages of the park, and maintained the production capacity of major chemical products
.

On July 5, Luxi Chemical's stock price closed up 5.
91%, and the company's stock price has risen 53.
38% so far this year
.
Overall, on July 5, the Oriental Fortune Choice chemical industry sector (Shenwan) rose 1.
9% as a whole
.
Among the stocks in the sector, more than 10 stocks rose by more than 10%, of which Amway shares rose 18.
98%, Dow Technology rose 16.
37%, Sanfu Xinke rose 14.
17%, Yahua Group, Longxing Chemical, Ananda, Chuanheng shares all rose up 10%
.

Some companies raise product prices

Wanlian Securities Research pointed out that from the first quarter to the first half of 2021, the basic chemical industry as a whole continued the trend of recovery from the second half of 2020
.
And in the context of the global epidemic being suppressed, the macroeconomic recovery, and the reduction of crude oil production in major oil-producing countries, the international crude oil prices will continue to fluctuate and rise in 2021, driving the prices of chemical products to rise significantly and accelerating the recovery process of the basic chemical industry
.
Taking into account the three factors of supply side, demand side and raw material side, it is expected that the profit level of listed chemical companies will continue to stabilize and rebound in the second half of 2021
.

On the evening of July 5, Dongfang Zirconium announced that in view of the continuous rise in the prices of various raw and auxiliary materials and the tight supply, the company recently raised the sales price of its main products: zirconium oxychloride products (including mother liquor) 1,000 yuan / ton; zirconium dioxide Product 3000 yuan / ton
.
At the same time, the company will also make corresponding adjustments to the prices of other zirconium series products according to the increase in raw materials
.

On the same day, GEM said on the interactive platform that the company was overwhelmed with orders for ternary precursors, and the orders for the whole year have been fully booked
.
The company is forming a "Jingmen + Fu'an + Taixing" precursor manufacturing base with one main and two pairs.
It will build a production capacity of 180,000 to 200,000 tons within this year, of which Jingmen has an existing production capacity of 130,000 tons per year, and Fuan and Taixing will build 50,000 tons respectively.
/year and 30,000 tons/year production capacity, the company's established production capacity planning is a reasonable arrangement based on existing orders
.

It is understood that with the explosive growth of the new energy vehicle industry since last year, the demand for the lithium battery equipment industry has increased rapidly.
Listed companies in the fields of lithium battery positive, negative electrode, electrolyte and other fields have ushered in a booming market.
Various products such as lithium hexafluorophosphate are in short supply and price.
rising state
.

In Wanlian Securities' view, liquid crystal materials and OLED materials under the trend of the shift of panel production capacity to the mainland, degradable plastics under the background of strengthening plastic restrictions in China, and automobile exhaust treatment materials under the vision of carbon neutrality are all directions that can be paid attention to.

.

Wanlian Securities also believes that rising prices of agricultural products stimulate the enthusiasm for farming and drive the growth in demand for pesticides and fertilizers
.
From the second half of 2020, the global economic recovery has driven the price of crops to change from the previous weak trend and entered a fast upward channel, effectively driving the enthusiasm of farmers for farming, thus triggering an increase in the demand for pesticides and fertilizers
.
At present, under the control of chemical safety and environmental protection policies, China's pesticide and fertilizer industries are in the stage of reducing production capacity and increasing industry concentration, and the market supply is tight
.
The rapid growth of downstream demand has made the mainstream agrochemical products destocked, and manufacturers need to arrange production, and product prices have also been pushed to a high level.
It is expected that the price of mainstream products in the agrochemical sector is expected to maintain a high level in the second half of the year, which will benefit leading companies in the field of pesticides and fertilizers.

.