Investment Rating - The report does not explicitly provide an investment rating for the chemical industry Core Insights - The chemical industry is experiencing price fluctuations, with notable increases in products like dichloromethane (7.69%) and butadiene (6.87%) [15][16] - A strategic cooperation agreement has been signed between Sailun Group and XCMG, focusing on technological collaboration and resource sharing [2][18] Market Overview - The Shanghai Composite Index fell by 0.36% to 3391.88 points, while the Shenzhen Component Index decreased by 0.73% to 10713.07 points during the week of December 6 to December 13, 2024 [6] - The basic chemical sector saw a slight decline of 0.09% [6] Industry Fundamentals - As of December 12, 2024, WTI crude oil prices were at $70.29 per barrel, up 2.55% week-on-week, while Brent crude was at $73.6 per barrel, down 0.41% [12] - The price of LNG was reported at 4528 yuan per ton, down 1.54% week-on-week, and the price of thermal coal was 691 yuan per ton, down 1.57% [12] Key Product Tracking - The top ten products with the highest price increases included dichloromethane (7.69%), butadiene (6.87%), and folic acid (6.25%) [15][16] - The products with the largest price decreases included lanthanum (−8.53%) and octanol (−4.89%) [15][16] Company Focus - Sailun Group and XCMG have signed a strategic cooperation agreement aimed at enhancing collaboration in technology and service quality [2][18] Industry Data - The natural rubber market price averaged 17567 yuan per ton, down 1.77% week-on-week, while styrene-butadiene rubber was at 15006 yuan per ton, up 1.94% [18] - The tire raw material price index as of December 13, 2024, was 167.20, reflecting a week-on-week increase of 1.94% [18][20]
化工行业周报：一氯甲烷、丁二烯等涨幅居前，赛轮与徐工签署战略合作协议
Xinda Securities·2024-12-14 05:11