Investment Rating - The report maintains a positive outlook on the basic chemical industry [1] Core Insights - Sucralose prices are rising significantly due to major companies issuing price increase notices, with prices increasing from 100,000 CNY/ton to 150,000 CNY/ton, indicating a potential recovery from long-term losses in the industry [2][3] - MDI prices are expected to continue rising due to tight supply conditions, influenced by production disruptions at overseas facilities and domestic maintenance activities [2][3] - Natural rubber prices are also on the rise, driven by adverse weather conditions affecting production in key regions [2][3] Summary by Sections Key Chemical Products Price Tracking - Sucralose prices increased by 50% week-on-week, reaching 150,000 CNY/ton as of August 30, 2024 [8][10] - MDI prices in South China rose to 17,240 CNY/ton, up 100 CNY/ton from the previous week, while pure MDI prices fell to 18,800 CNY/ton, down 400 CNY/ton [10][11] - Natural rubber prices reached 15,358 CNY/ton, reflecting a 2.85% increase week-on-week [10][11] Polyurethane - The report notes that while polymer MDI prices are rising, pure MDI and TDI prices are declining due to a sluggish market atmosphere and cautious purchasing behavior from downstream manufacturers [10][12] Agricultural Chemicals - Glyphosate prices remained stable at 24,777 CNY/ton, with production slightly increasing despite weak demand [12][16] - Diammonium phosphate prices held steady, while monoammonium phosphate prices decreased to 3,273 CNY/ton, down 59 CNY/ton from the previous week [12][16] Fluorochemicals - The fluorochemical sector is experiencing stable prices for R22 and fluorspar, with R22 prices remaining high amid ongoing supply-demand imbalances [23]
三氯蔗糖价格调涨,聚合MDI、天然橡胶价格持续上行
Tai Ping Yang·2024-09-03 00:03