Hubei Yihua (0.00,0.000,0.00%) shares resume trading, intends to raise 1 billion 780 million for technical transformation into Hubei capacity of coal water slurry technology, Yihua group after the issuance of equity ratio will be reduced to 13.49%, according to the current conditions of issuance of additional reserve price of 7.47 yuan limit calculation. During the suspension period of urea rose 80 yuan / ton, up 40 yuan / tons of caustic soda, Hubei DAP rose 100 yuan / ton, down PVC.
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Last week has to pay more attention to other sectors of the seasonal agricultural investment opportunities, P may appear the same logic with urea; polyester filament rose, FDY or more. This week Shandong urea market price at 1550 yuan / ton, or 19.23% months, the whole industry chain inventory is very low, the rising cost of improved demand + + complement theinventory urea inflection point confirmed that the next six months prices continued to rise strong uncertainty.
This week PVC futures contract fell 110 to 7305 yuan / ton, down 1.48% weeks; East China calcium carbide PVC spot fell 300 to 7950 yuan / ton, 99% or 3.64% weeks; protopine in East China market price rose 20 to 3830 yuan / ton, rose 0.52%; East China maintain 3125 yuan / ton of calcium carbide. The main reason is the recent futures market futures representative variety of double focus turn, pay attention to the relevant sector risk, but because of the early price is not as commodity prices rose sharply, and the 4 quarter earnings uncertainty significantly improved.
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Aromatic profitability strong and private petrochemical project Rongsheng Petrochemical (14.85,0.130,0.88%); viscose staple fiber, spandex filament, three business good, private placement of large safety margin of Xinxiang chemical fiber industry; growth stable quasi regional core enterprise Scarlett energy transition to new energy (9.85, -0.040, -0.40%) on downstream industries; chain integration construction cost advantage, benefit Ordos ferrosilicon and silicon manganese and PVC prices; benefit of all steel tire leading in its chemical Chinese Aeolus tire assets integration and integration after the synergistic effect of (10.60, -0.010, -0.09%).
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