The performance of the chemical industry in January 2012 was intriguing. Although the pattern of changes in various varieties since last year has continued, due to factors such as pre-holiday stock demand and high oil price fluctuations, various types of organic chemical industry have almost risen across the board, while inorganic chemical products have been dragged down by the downstream and cost. Fell.
Among the 68 chemical products monitored, the number of up products accounted for 41.2%, of which propylene, TDI, phenol, etc. ranked the front row; the number of down products accounted for 44.1%, with **, ** and heavy Soda Ash
and other varieties of single The monthly decline is greater.
As an important component of commodities, the chemical industry has seen a lot in January. Zhang Ming, a senior chemical industry analyst, told the Securities Times that in January of this year, the chemical industry showed a prominent feature that was different from the past. Organic chemicals rose almost entirely online, while inorganic chemicals declined as a whole.
From the monitoring data, of the 28 chemical products that rose, with the exception of titanium dioxide, boric acid, yellow phosphorus, and white carbon, all of them were organic chemical products. Among the 30 varieties that fell, except for some varieties. In addition, almost all of them are inorganic chemicals. Zhang Ming said that in the past few months, the strong performance of inorganic chemical minerals such as titanium dioxide and yellow phosphorus, the heat is expected to be extended, phosphorus chemicals, fluorine fine chemicals, titanium dioxide and other industries are still promising.
The recent strong performance of organic chemicals, the first benefit from the pre-holiday downstream active stocking and dealers a large number of counterfeit goods, these two actions effectively enlarge the demand for organic chemicals; second is the international market represented by propylene, phenol, etc. The high prices of the market led to a rise in domestic prices. Third, the cost of the previous rise was transmitted. Taking products such as phenol, propylene oxide and epichlorohydrin as examples, due to the rising prices of raw materials such as ** and propylene, the cost of products has been successfully passed on after the price increases. In the industry's judgment, the performance of aromatics series organic chemicals should be worth looking forward to under the premise of high crude oil stability.
It is worth mentioning that there are opinions in the industry that the overall performance of the organic chemical industry as a foundation for the manufacturing industry economy indicates to some extent that the domestic manufacturing economy is expected to gradually emerge from the shadows. The BCI data of the commodity index released by the Business Club yesterday showed that since the index entered the negative range in August of last year, it first appeared in January as â€œturning positiveâ€ at 0.2. Senior researcher Zhu Xiaojun said that BCI turned negative for the first time in six months, indicating that the domestic manufacturing economy has shown some signs of recovery.
However, for the â€œLittle Springâ€ phenomenon in the organic chemical industry in January, Liu Xintian, chief analyst of Business Club, said that although the product price is a force, the overall atmosphere of the chemical industry is not strong, and it is expected that the overall start-up will have to reach 3. April.