Basic chemical industry: focus on pesticides and fertilizers

CITIC Construction Investment released a research report on the basic chemical industry on November 3, and the summary of the report is as follows: The latest CITIC Construction Investment Chemical Prosperity Index we monitored was 14.
20, and 28.
41 the previous week.
The chemical prosperous index fell, and the secondary market basic chemical index (CITIC) ) Rose 1.
01%, and the Shanghai Stock Exchange rose 1.
13%
.
Oil prices rose.
Last Friday, the WTI settlement price was US$52.
64/barrel, a weekly increase of US$1.
35/barrel
.
The United States had 737 oil rigs in the week of October 27, an increase of 1 from the previous month and a decrease of 7 from the previous value
.
In terms of sectors, this week focuses on the agrochemical sector: the supply side of the pesticide industry is restricted by environmental protection, and the off-peak season is about to stop production, the short-term peak season on the demand side is coming, the long-term stabilization and recovery, the improvement of supply and demand, the general price rise, the latest transaction price of glyphosate To 28,000 / ton, we mainly recommend Yangnong Chemical (the leader of the original drug), Xingfa Group (the leader of glyphosate), Huifeng shares (the glufosinate will be put into production), Guangxin shares (excellent growth), and Sharon Da A (the first share of pesticides), Xin'an shares (glyphosate, silicone dual-material leader); chemical fertilizers focus on recommending urea and phosphate fertilizers: India again bids for urea to boost the international market, domestic construction is difficult to go up, and winter environmental protection is becoming stricter and Winter storage is coming, and the current price is 1770 yuan/ton, which is expected to continue to rise.
Luxi Chemicals and Hualu Hengsheng are recommended; for phosphate fertilizers, raw materials are soaring, order demand is strong, operations are low, and prices continue to rise.
Xinyangfeng is recommended
.
Other sectors focus on soda ash, organic silicon, and compound fertilizers: Soda ash has increased its prices sporadically this week, focusing on Shandong Haihua and Sanyou Chemical; the high level of organic silicon continues to maintain stability, the winter dry season is coming, and the price of metal silicon in Yungui region is expected to rise, focusing on Xin'an shares.
, Xingfa Group; The compound fertilizer increased slightly, and the price increase of raw materials was forced, and Jinzhengda and Stanley were mainly recommended
.
Long-term focus on the bottom plate tire industry, the industry is being integrated, performance is gradually improving, focusing on recommending Linglong Tire, Sailun Jinyu, Aeolus shares
.
In terms of individual stocks, we mainly recommend Wanhua Chemical and Luxi Chemical, which have environmental advantages and have established large chemical parks; and Kangdexin, Wanrun, Jianghua Microelectronics, and Guoci Materials, which have growing new material stocks
.
Long-term attention to the first carbon fiber Guangwei composite material
.
Aluminum fluoride: The price of aluminum fluoride in Henan this week was 12,750 yuan/ton, a weekly increase of 23.
19%
.
The main factor is due to the environmental protection staggered production, the cost-end price increase boosted, at the same time, the overall operation of aluminum fluoride manufacturers is low
.
Related listed companies: polyfluoride
.
Monoammonium phosphate: The price of monoammonium phosphate in Sichuan Jinhe this week was 2,100 yuan/ton, a weekly increase of 16.
67%
.
The main reason is that the impact of rising raw materials continues to push up the upward trend, and the spot supply is tight, and the winter storage market has strong demand for monoammonium
.
Related listed company: Xinyangfeng
.
Nitric acid: The price of gold and nitric acid in Anhui this week was 1760 yuan/ton, a weekly increase of 10.
00%
.
The main reason was that the supply side was affected by the convening of the 19th National Congress of the Communist Party of China, some enterprises stopped and the operating rate declined
.
Related listed company: Jinhe Industrial
.