Workflow
超高分子量聚乙烯UHMWPE
icon
Search documents
化工周报:涤纶长丝价格大幅上涨,孟山都事件提升草甘膦关注度
Tai Ping Yang· 2025-05-20 02:50
基础化工 化工周报(5/12-5/18): 涤纶长丝价格大幅上涨,孟山都事件提升草甘膦关注度 ◼ 走势比较 (30%) (20%) (10%) 0% 10% 20% 24/5/20 24/7/31 24/10/11 24/12/22 25/3/4 25/5/15 相关研究报告 << 化 工 新 材 料 周 报 ( 20250512- 20250518):制冷剂价格稳中有升,显 影液、蚀刻液价格下滑>>--2025-05- 18 <<川金诺(300505.SZ):2024 年业绩 大幅改善,2025Q1 盈利同比高增>>- -2025-05-18 << 化 工 新 材 料 周 报 ( 20250505- 20250511):制冷剂价格维持高位,维 生素价格走弱>>--2025-05-11 证券分析师:王亮 E-MAIL:wangl@tpyzq.com 分析师登记编号:S1190522120001 证券分析师:王海涛 E-MAIL:wanght@tpyzq.com 分析师登记编号:S1190523010001 报告摘要 1.重点行业和产品情况跟踪 涤纶长丝库存大幅下降,价格大幅上涨。中美高层经贸会谈取得 超预期进 ...
化工行业周报(4/7-4/13):溴素价格持续强势
Tai Ping Yang· 2025-04-14 10:23
Investment Rating - The report indicates a positive outlook for bromine prices and suggests attention to companies like Juhua Co., Sanmei Co., and Yonghe Co. in the refrigerant sector [5][23]. Core Insights - Bromine prices continue to rise significantly due to supply constraints, with a reported average market price of 38,000 RMB/ton, reflecting a week-on-week increase of 4,615 RMB/ton or 13.82% [3][11]. - The refrigerant sector is entering a peak demand season, with major refrigerant prices and margins showing an upward trend, particularly for R125 and R32 [4][28]. - The demand for ultra-high molecular weight polyethylene (UHMWPE) is steadily growing in military and technological applications, indicating potential for increased industry prosperity [5]. Summary by Sections 1. Key Chemical Product Price Tracking - Bromine, PVDF powder, and other products have seen significant price increases, while products like butadiene and PX have experienced notable declines [11][12]. 2. Polyurethane: MDI and TDI Price Declines - MDI prices have dropped significantly due to trade tensions and weak demand, with current prices for polymer MDI at 14,850 RMB/ton, down 1,100 RMB/ton from the previous week [13]. 3. Agricultural Chemicals: Slight Increase in Diammonium Phosphate Prices - Diammonium phosphate prices have seen a minor increase, supported by rising raw material costs, while glyphosate prices remain stable [15][17]. 4. Fluorochemical Industry: Stable Refrigerant Prices - Refrigerant prices have remained stable, with R22 and R134a prices holding steady at 36,000 RMB/ton and 46,500 RMB/ton respectively, while PVDF prices have shown an upward trend [23][29].