化工行业周报：两部委推动新材料中试平台建设，赛轮Q3业绩预喜

Investment Rating - The report does not explicitly provide an investment rating for the chemical industry. Core Insights - The report highlights the construction of new material pilot platforms promoted by two ministries, which is expected to enhance industry capabilities and innovation [1][2]. - Sai Lun Tire has announced a positive earnings forecast for Q3 2024, expecting a net profit attributable to shareholders of 3.21 billion to 3.28 billion yuan, representing a year-on-year increase of 58.52% to 61.98% [2][5]. Market Overview - The Shanghai Composite Index fell by 3.56% to 3217.74 points, while the Shenzhen Component Index dropped by 4.45% to 10060.74 points during the week of September 30 to October 11, 2024. The basic chemical sector declined by 6.4% [5][7]. - Key sub-sectors within basic chemicals experienced significant declines, including plastics II (-4.31%), agricultural chemicals (-6.48%), and chemical raw materials (-6.57%) [7][10]. Industry Fundamentals - As of October 10, 2024, WTI crude oil prices were at $73.24 per barrel, up 7.42% week-on-week, while Brent crude was at $79.33 per barrel, up 1.48% [10][11]. - Domestic LNG prices were reported at 5075 yuan per ton, reflecting a week-on-week increase of 1.38% [10][11]. - The average price of natural rubber was 17000 yuan per ton, down 4.98% week-on-week but up 30.36% year-on-year [15][19]. Key Product Price Movements - The report lists the top ten chemical products with the highest price increases, including dichloropropane-white material (21.99%) and isooctyl acrylate (12.68%) [13][14]. - Conversely, the top ten products with the largest price declines included vitamin A (-22.73%) and phenol (-7.98%) [14]. Focus Industry Tracking Tire Industry - The tire raw material price index as of October 11, 2024, was 188.88, down 2.39% week-on-week but up 9.87% year-on-year [15][19]. - The operating rate for all-steel tires was 49.70%, up 7.70 percentage points from the previous week, while the semi-steel tire operating rate was 74.96%, down 1.55 percentage points [19]. Agricultural Chemicals - The average price of potassium chloride was 2395 yuan per ton, down 0.25% from September 26, 2024 [23]. - Urea prices increased to an average of 1922 yuan per ton, up 3.61% from September 26, 2024 [23]. Coal Chemical Industry - Methanol prices rose to an average of 2124 yuan per ton, reflecting a week-on-week increase of 5.94% [29]. - Polyethylene prices increased to an average of 8503 yuan per ton, up 3.67% from September 26, 2024 [31]. Fine Chemicals - The market for sweeteners, including sucralose and aspartame, showed stability with varying supply and demand dynamics [36]. - Vitamin A prices decreased to 170-180 yuan per kilogram, while vitamin C and E prices remained stable around 35-37 yuan per kilogram [38].