化工行业周报：海外港口工人罢工导致氯化钾市场价格小幅波动

Investment Rating - The report maintains a positive outlook on the basic chemical industry [1] Core Insights - The report highlights that the chlorinated potassium market has experienced price fluctuations due to a strike by port workers in British Columbia, leading to a 4.86% increase in price to 2523 CNY/ton as of November 17 [4][41] - The profitability of refrigerants has generally increased, with the price of fluorite rising by 2.06% to 3712 CNY/ton, supporting the profitability of refrigerants [5][49] - The report suggests focusing on companies such as Juhua Co., Ltd., Sanmei Co., and Yonghe Co. in the refrigerant sector, and Salt Lake Co. and Cangge Mining in the chlorinated potassium sector [5] Summary by Sections 1. Key Chemical Product Price Tracking - The report tracks price changes in 58 monitored products, noting significant increases in prices for octanol (6.33%), chlorinated potassium (4.86%), and R134a (2.70%) [21] 2. Refrigerants - The report indicates that the supply of refrigerants is tightening due to limited production of fluorite and stable prices for hydrogen fluoride, with profitability for second-generation refrigerants like R22 increasing by 500 CNY/ton to 20736.5 CNY/ton [5][49] 3. Chlorinated Potassium - The report discusses the impact of the port workers' strike on the chlorinated potassium market, leading to a price increase and suggesting a close watch on the situation [4][41] 4. Agricultural Chemicals - The report notes a decline in both the price and profitability of glyphosate, with prices dropping to 24501 CNY/ton and profitability decreasing by 153 CNY/ton to 722.6 CNY/ton [29] 5. Polyurethane - The report mentions a slight increase in MDI prices, with pure MDI averaging 19300 CNY/ton, while TDI prices have decreased due to weak demand [27][26] 6. Fluorinated Chemicals - The report states that the profitability of third-generation refrigerants has generally improved, with stable prices for fluorinated materials [49] 7. Tire Industry - The report highlights a decrease in rubber prices, with synthetic rubber at 15267 CNY/ton and natural rubber at 16925 CNY/ton, alongside a decline in tire production rates [60][63]