化工行业周报：维生素C、玻璃等价格上扬
Xinda Securities·2024-11-01 08:40

Investment Rating - The report does not explicitly provide an investment rating for the chemical industry Core Insights - The prices of Vitamin C and glass have increased, with Vitamin C rising by 5.45% and glass by 5.11% during the week of October 25 to November 1, 2024 [10][11] - The basic chemical sector index decreased by 0.94%, while the overall market saw declines in major indices, with the Shanghai Composite Index down by 0.84% and the Shenzhen Component Index down by 1.55% [4][10] - Key companies highlighted include Sailun Tire, Quancheng Shares, and General Shares, with Sailun Tire reporting a total revenue of 8.474 billion yuan for Q3 2024, a year-on-year increase of 14.82% [4][10] Market Overview - As of October 31, 2024, WTI crude oil prices were at $68.61 per barrel, down 3.05% week-on-week, while Brent crude was at $73.35 per barrel, down 1.56% [7] - The price of thermal coal was 715 yuan per ton, up 0.14% week-on-week, and LNG prices were 4712 yuan per ton, down 2.93% [7] - The basic chemical sector saw mixed performance, with chemical fiber and agricultural chemical products increasing by 1.46% and 1.41% respectively, while non-metallic materials II and rubber sectors saw declines of 6.3% and 6.82% respectively [4][10] Key Industry Tracking - In the tire industry, natural rubber prices averaged 16,950 yuan per ton, down 2.35% week-on-week, while synthetic rubber prices also saw declines [13] - The average price of potassium chloride remained stable at 2442 yuan per ton, with factory inventories holding steady [19] - The methanol market experienced fluctuations, with prices rising to 2061 yuan per ton, an increase of 0.49% [23] Price Movements of Key Chemical Products - The top ten products with price increases included: - Ortho-nitrochlorobenzene (12.90%) - Hydrofluoric acid (8.56%) - Chlorosulfonic acid (7.69%) - Aluminum fluoride (6.85%) - Vitamin C (5.45%) [10][11] - The top ten products with price decreases included: - Dichloropropane (14.73%) - Vitamin K3 (10.00%) - Vitamin A (6.45%) [10][11]