Paste resin titanium dioxide rubber additives and many other chemical industry chains are fully produced and sold

Recently, a reporter from the Shanghai Securities News visited the upstream and downstream of the industrial chain of multiple varieties of chemical raw materials and found that the prices of various domestic bulk chemical raw materials have risen strongly, driven by various factors such as the recovery of terminal demand and the increase in overseas orders.

Recently, a reporter from the Shanghai Securities News visited the upstream and downstream of the industrial chain of multiple varieties of chemical raw materials and found that the prices of various domestic bulk chemical raw materials have risen strongly, driven by various factors such as the recovery of terminal demand and the increase in overseas orders.

At 2 o'clock in the afternoon on November 19 , outside the west gate of Sanyou Yuanda Fiber Company in Nanpu Industrial Development Zone, Caofeidian, Tangshan City, more than 80 large trucks were discharged in a long queue of nearly two kilometers waiting to pull the goods.

"These large trucks come from all over the country.

According to a person from Sanyou Chemical, the company's four major products, soda ash, viscose staple fiber, chlor-alkali, and silicone are all operating stably, and orders are saturated.

Recently, a reporter from the Shanghai Securities News visited the upstream and downstream of the industrial chain of multiple varieties of chemical raw materials and found that Sanyou Chemical was only a microcosm of the boom in my country's chemical industry since the third quarter of this year.

The medical glove industry chain is "popular"The medical glove industry chain is "popular"

PVC paste resin glove material is a chemical raw material that has become "popular" this year.

PVC paste resin glove material is a chemical raw material that has become "popular" this year.

"Plastic resin glove materials were not so popular before.

Since the outbreak of the epidemic, especially since the second half of the year, as downstream demand has soared, paste resin glove material, an auxiliary product of the chlor-alkali chemical industry, has suddenly become in short supply.

With the "take off" of paste resin glove material prices, since the third quarter of this year, Shenyang Chemical , which has a capacity of 200,000 tons of paste resin glove materials , has been significantly restored.

As a downstream company of paste resin glove materials, listed companies that produce medical gloves have become the focus of the capital market.

The company said that since the beginning of this year, the company's orders have increased significantly, and PVC gloves and nitrile gloves have been in full production and sales.

The organic silicon industry chain rises in priceThe organic silicon industry chain rises in price

With the strong recovery of the construction and textile industries, manufacturers of organic silicon monomers, the upstream raw materials, are also ushering in a peak season of "ultra-long standby".

With the strong recovery of the construction and textile industries, manufacturers of organic silicon monomers, the upstream raw materials, are also ushering in a peak season of "ultra-long standby".

"Previously, the peak season was March , April , September and October each year.

Various construction glues are important downstream products of organic silicon monomers.
11 Yue 13 days, as silicone sealant production enterprises, Thai shares raised the price of silicone-related products 10% Zhi 15% .
Relevant person in charge of the company told reporters that the price adjustment was mainly due to the increase in raw materials and the increase in downstream orders.
????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????? Affected by the epidemic this year, the operating rate of doors, windows and curtain walls in the first half of the year was low.
Now they are in the stage of catching up with the construction period.
Coupled with the tight supply of raw materials, the company's orders for silicone sealants have increased significantly.

“The company is temporarily in full capacity production and is basically in a 24- hour production mode.
Due to the backlog of production orders, the delivery time has been extended by more than 5 days.
The company is currently in short supply of raw materials, and the difficulty of purchasing is greater than before, but it is still able to Meet the needs of daily orders and production.
Although the current price of silicone products has risen by 10% to 15% , due to market competition, the final sales price may not reach the rate of increase by 10% to 15% .
The company will base the price of raw materials.
Rising situation

“The company is temporarily in full capacity production and is basically in a 24- hour production mode.
Due to the backlog of production orders, the delivery time has been extended by more than 5 days.
The company is currently in short supply of raw materials, and the difficulty of purchasing is greater than before, but it is still able to Meet the needs of daily orders and production.
Although the current price of silicone products has risen by 10% to 15% , due to market competition, the final sales price may not reach the rate of increase by 10% to 15% .
The company will base the price of raw materials.
Rising situation

And the market response, etc.
, make corresponding adjustments to the price of the product in a timely manner.
"The above-mentioned person in charge said.

And the market response, etc.
, make corresponding adjustments to the price of the product in a timely manner.
"The above-mentioned person in charge said.

According to Wikipedia information monitoring, as of 11 Yue 20 days, silicone DMC price of about 29000 Yuan / ton, compared with 8 Yue almost doubled.
An industry insider told reporters that from the supply side, the current operating rate of the silicone industry is close to the limit of 95% .
Silicone is a capital-intensive industry, and the expansion cycle is about 2 to 3 years, and it is difficult to have a large amount of new production capacity in the short term.
Domestic production capacity is expected to be 1.
1 million tons in 2021 , but it is mainly concentrated in the second half of the year.
Only Hesheng Silicon's 400,000 tons production capacity will be launched in the first half of 2021 .
This means that there is no room for expansion on the short-term supply side, and short-term prices remain firm.

According to Wikipedia information monitoring, as of 11 Yue 20 days, silicone DMC price of about 29000 Yuan / ton, compared with 8 Yue almost doubled.
An industry insider told reporters that from the supply side, the current operating rate of the silicone industry is close to the limit of 95% .
Silicone is a capital-intensive industry, and the expansion cycle is about 2 to 3 years, and it is difficult to have a large amount of new production capacity in the short term.
Domestic production capacity is expected to be 1.
1 million tons in 2021 , but it is mainly concentrated in the second half of the year.
Only Hesheng Silicon's 400,000 tons production capacity will be launched in the first half of 2021 .
This means that there is no room for expansion on the short-term supply side, and short-term prices remain firm.

Titanium dioxide is still in the rising channel

Titanium dioxide is still in the rising channel Titanium dioxide is still in the rising channel

Since the second half of this year, titanium dioxide has become a hot chemical raw material due to six rounds of price adjustments.

Since the second half of this year, titanium dioxide has become a hot chemical raw material due to six rounds of price adjustments.

A person in charge of a large domestic listed titanium dioxide company told reporters that titanium dioxide is widely used in construction, automobiles, plastics, paper, ink, chemical fiber and other industries.
At present, the entire titanium dioxide industry chain is in an upward trend.

A person in charge of a large domestic listed titanium dioxide company told reporters that titanium dioxide is widely used in construction, automobiles, plastics, paper, ink, chemical fiber and other industries.
At present, the entire titanium dioxide industry chain is in an upward trend.

"Recently, under the continuous promotion of the cost of titanium concentrate, the domestic titanium dioxide price has rebounded significantly.
At present, the domestic rutile sulfuric acid titanium dioxide price has risen from about 11,000 yuan per ton in early July to the current 15,000 to 16,000 yuan.
Upstream, the current domestic price of 46 grade titanium concentrates has risen to RMB 1,950 to RMB 2,000 per ton .
At the same time, the export volume of titanium dioxide in August and September was above 110,000 tons, far exceeding the level of the same period last year.
Domestic companies export orders Until January and February next year , overseas demand is very full.
At present, the company has stable and sufficient orders, and the spot supply is very tight.
" The person in charge said that the price of titanium concentrate will increase in the future and domestic and foreign demand will continue to recover.
Under the background, the price of titanium dioxide will still maintain an upward channel.

"Recently, under the continuous promotion of the cost of titanium concentrate, the domestic titanium dioxide price has rebounded significantly.
At present, the domestic rutile sulfuric acid titanium dioxide price has risen from about 11,000 yuan per ton in early July to the current 15,000 to 16,000 yuan.
Upstream, the current domestic price of 46 grade titanium concentrates has risen to RMB 1,950 to RMB 2,000 per ton .
At the same time, the export volume of titanium dioxide in August and September was above 110,000 tons, far exceeding the level of the same period last year.
Domestic companies export orders Until January and February next year , overseas demand is very full.
At present, the company has stable and sufficient orders, and the spot supply is very tight.
" The person in charge said that the price of titanium concentrate will increase in the future and domestic and foreign demand will continue to recover.
Under the background, the price of titanium dioxide will still maintain an upward channel.

Judging from the performance of the three quarters of this year, from Anning shares in the upstream of the industrial chain to titanium dioxide manufacturers Anada and China Nuclear Titanium Dioxide, the performance of the first three quarters has achieved positive growth year-on-year.

Judging from the performance of the three quarters of this year, from Anning shares in the upstream of the industrial chain to titanium dioxide manufacturers Anada and China Nuclear Titanium Dioxide, the performance of the first three quarters has achieved positive growth year-on-year.

It is understood that in the downstream of titanium dioxide, since the end of October , more than 30 coating companies have raised their product prices.

It is understood that in the downstream of titanium dioxide, since the end of October , more than 30 coating companies have raised their product prices.

The overall recovery of the rubber additives industry chain

The overall recovery of the rubber additives industry chainThe overall recovery of the rubber additives industry chain

Rubber additives are a link in the rubber industry chain.
Its upstream raw materials mainly correspond to the salt chemical, coal chemical, and petrochemical industries, and its downstream is mainly used in the tire industry, and the market demand accounts for about 70%.

Rubber additives are a link in the rubber industry chain.
Its upstream raw materials mainly correspond to the salt chemical, coal chemical, and petrochemical industries, and its downstream is mainly used in the tire industry, and the market demand accounts for about 70%.

From the perspective of raw materials, aniline occupies the largest share of all types of raw materials, and is directly used in the manufacture of accelerators and antioxidants.
Other raw materials used in the production of antioxidants, such as diphenylamine, aminodiphenylamine, etc.
, are also produced using aniline as the raw material.
Therefore, the price trend of aniline has a significant impact on rubber additives.

From the perspective of raw materials, aniline occupies the largest share of all types of raw materials, and is directly used in the manufacture of accelerators and antioxidants.
Other raw materials used in the production of antioxidants, such as diphenylamine, aminodiphenylamine, etc.
, are also produced using aniline as the raw material.
Therefore, the price trend of aniline has a significant impact on rubber additives.

“The export of aniline began to resume in July , and the orders accumulated by the company in the early stage need to be digested, which to a certain extent caused the shortage of products.
” A researcher from the chemical industry of Zhongtai Securities told reporters.
Insufficient, corporate inventories have been at a low level, and changes in supply and demand will soon be reflected in prices.
Terminal MDI , rubber industry demand is strong, and the probability of aniline prices falling within this year is unlikely.
"

“The export of aniline began to resume in July , and the orders accumulated by the company in the early stage need to be digested, which to a certain extent caused the shortage of products.
” A researcher from the chemical industry of Zhongtai Securities told reporters.
Insufficient, corporate inventories have been at a low level, and changes in supply and demand will soon be reflected in prices.
Terminal MDI , rubber industry demand is strong, and the probability of aniline prices falling within this year is unlikely.
"

In terms of inventory, rubber additives have been running at low inventory this year.
Most of the listed companies in the rubber additives sector have a diversified layout, such as Tongcheng New Materials, Heimao shares, Chenguang New Materials and so on.
In contrast, Yanggu Huatai extends rubber additives vertically, and its business indicators can more intuitively reflect the industry's cold and warm.

In terms of inventory, rubber additives have been running at low inventory this year.
Most of the listed companies in the rubber additives sector have a diversified layout, such as Tongcheng New Materials, Heimao shares, Chenguang New Materials and so on.
In contrast, Yanggu Huatai extends rubber additives vertically, and its business indicators can more intuitively reflect the industry's cold and warm.

It is understood that the performance of Yanggu Huatai is closely related to the industry cycle, and its revenue and net profit level fluctuate with the price of rubber additives.
From the operating data of the company's inventory turnover , the market demand status of rubber additives in 2020 can be clearly seen .
In 2020 , the inventory turnover days of the first to third quarters of Yanggu Huatai will be 60.
54 days, 58.
82 days, and 55.
81 days, and the inventory turnover rates will be 1.
49 , 3.
06 , and 4.
84 , respectively .

It is understood that the performance of Yanggu Huatai is closely related to the industry cycle, and its revenue and net profit level fluctuate with the price of rubber additives.
From the operating data of the company's inventory turnover , the market demand status of rubber additives in 2020 can be clearly seen .
In 2020 , the inventory turnover days of the first to third quarters of Yanggu Huatai will be 60.
54 days, 58.
82 days, and 55.
81 days, and the inventory turnover rates will be 1.
49 , 3.
06 , and 4.
84 , respectively .

From the downstream point of view, nearly 70% of rubber additives are used in tire production, and its market demand mainly depends on the tire market.
Since August , tire companies have raised their ex-factory prices.
As the tire industry faces a seasonal peak demand season, downstream demand for rubber additives is expected to increase steadily.

From the downstream point of view, nearly 70% of rubber additives are used in tire production, and its market demand mainly depends on the tire market.
Since August , tire companies have raised their ex-factory prices.
As the tire industry faces a seasonal peak demand season, downstream demand for rubber additives is expected to increase steadily.