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With the ability of large-scale manufacturing, industrial chain coordination and engineering optimization, Chinese enterprises have cost advantages in most chemical products compared with overseas, which has become the consensus of investors
.
However, in recent years, under the inflation trend, domestic inflation has been properly controlled, and the cost of raw materials represented by coal has a prominent advantage over overseas oil and gas costs.
The cost curve of domestic and foreign chemical products has actually undergone a reconstruction under the sharp differentiation of energy and resource costs.
.
, caustic soda, acetic acid represented by the European market price of chemicals has reached more than twice the domestic price
.
In this context, we need to focus on the export arbitrage space of domestic chemicals
.
From the monthly import and export data, there is indeed a trend of decreasing import dependence and increasing export volume.
If you consider the high sea freight in 2021, this year, on the one hand, the price difference will further widen, and on the other hand, the sea freight will decline.
The resumption of production and work in China will also solve the transportation problem of the supply chain, and the export of chemical products in the second half of the year may have a stronger performance
.
This is also an important reason why we are not pessimistic about the profitability of chemical products in the second half of the year
.
5/ton), PA66 (injection molding) ($1706.
4/ton), caprolactam ($1531.
7/ton) ton), PA6 (injection molding) ($1508.
7/ton), TDI ($1433.
0/ton),
etc.
9 US dollars / ton), PA6 (injection molding) (+ 599.
8 US dollars / ton), toluene (+527.
5 US dollars / ton) USD/ton); Sino-US chemical product spread growth TOP3 are vinyl acetate monomer (+$2623.
6/ton), PA66 (injection molding) (+$2242.
1/ton), and silicon metal (+2098.
4/ton)
.
4/ton), PA66 (injection) (+$1,397.
8/ton), and PA6 (injection) (+$1,358.
5/ton).
ton); Sino-US chemical product spread growth TOP3 are epoxy resin (solid) (+4439.
6 US dollars / ton), MDI (+1838.
2 US dollars / ton), n-butanol (+1124.
6 US dollars / ton)
.
etc.
etc.
, caustic soda, acetic acid represented by the European market price of chemicals has reached more than twice the domestic price
.
In this context, we need to focus on the export arbitrage space of domestic chemicals
.
From the monthly import and export data, there is indeed a trend of decreasing import dependence and increasing export volume.
If you consider the high sea freight in 2021, this year, on the one hand, the price difference will further widen, and on the other hand, the sea freight will decline.
The resumption of production and work in China will also solve the transportation problem of the supply chain, and the export of chemical products in the second half of the year may have a stronger performance
.
This is also an important reason why we are not pessimistic about the profitability of chemical products in the second half of the year
.
5/ton), PA66 (injection molding) ($1706.
4/ton), caprolactam ($1531.
7/ton) ton), PA6 (injection molding) ($1508.
7/ton), TDI ($1433.
0/ton),
etc.
9 US dollars / ton), PA6 (injection molding) (+ 599.
8 US dollars / ton), toluene (+527.
5 US dollars / ton) USD/ton); Sino-US chemical product spread growth TOP3 are vinyl acetate monomer (+$2623.
6/ton), PA66 (injection molding) (+$2242.
1/ton), and silicon metal (+2098.
4/ton)
.
4/ton), PA66 (injection) (+$1,397.
8/ton), and PA6 (injection) (+$1,358.
5/ton).
ton); Sino-US chemical product spread growth TOP3 are epoxy resin (solid) (+4439.
6 US dollars / ton), MDI (+1838.
2 US dollars / ton), n-butanol (+1124.
6 US dollars / ton)
.
etc.
etc.
