Many stocks in the chemical sector have their daily limit, and the prices have reached new highs in the past decade, and the first-line leaders have benefited

During the trading session on Monday, the chemical sector once again strengthened.

New high prices for chemical products in the past decade have repeatedly appeared, which is good for first-line leaders

Recently, the prices of MDI, titanium dioxide, octanol, spandex and other products have started to rise sharply, and products with new high prices in the past decade have repeatedly appeared.

Wanhua Chemical: In March, the company’s listing prices for poly and pure MDI were increased by 7,500 and 4,000 yuan/ton respectively from the previous month; recently, they completed the expansion of MDI production capacity by more than 20% at a lower cost.

The research report of CICC pointed out that the price of major products of the leading stocks in the chemical industry is still in the upward channel, and the first-quarter performance is expected to increase significantly year-on-year.

Pro-cyclical is still optimistic, the first quarter performance of chemical stocks can be expected

The CITIC Securities Research Report pointed out that from the perspective of the product market, the rise in product prices this week is still the main theme.

Zhongtai Securities believes that the chemical industry is still in a stage of high economic certainty, and industry leaders are expected to continue to enjoy upward valuations, and the leaders in the fine-molecule industry will stand out and continue to be optimistic about the booming industries such as chemical fiber and polyurethane.

BOC Securities pointed out that the recovery of global fundamentals has accelerated, the short-term liquidity environment has eased external concerns, and the upward trend of market risk appetite remains unchanged under the expected upward profitability.

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