In the commodity price rise/sales list in April 2014, there were a total of 56 categories of chemicals in the chemical sector, including 16 categories of products with a price increase of more than 5%, accounting for 14% of the monitored commodities; the top 3 products were Vitamin A (42.03%), dichloromethane (18.12%), **** (17.45%).
There were 56 kinds of goods with a month-on-month decrease, and 10 kinds of goods with a decrease of more than 5%, which accounted for 8.8% of the monitored goods of the sector; the products with the first 3 losses were ** (-11.96%) and melamine (-9.81%). ), polymeric MDI (-9.44%).
Chemical industry analyst Zhang Ming pointed out that in April the domestic chemical industry as a whole showed signs of stabilization, and the number of rising varieties increased significantly from March, and the average increase and decrease also rose significantly.
Overall, the chemical market in April showed the characteristics of plate differentiation. Among the rising camp, the brightest is the fluorine chemical industry chain. Whether it is in the middle and lower reaches of the refrigerant products, or the basic raw material of hydrofluoric acid upstream, in April showed a strong upward momentum, the current air conditioning and refrigeration companies Purchasing makes the fluorinated industrial chain still have upward space; in addition, the aromatics sector also continued its strong trend since March, with **, toluene, and xylene being the downstream products of phenolic ketones and pharmaceutical intermediates. Bringing strong cost support; the acetic acid industry chain was transformed from the initial promotion of upstream methanol in the middle of March to the current downstream pull, and the uptrend is still on the upside so far; as the plastics plate began to fall in April, “octanol Plasticizer products represented by the “phthalic anhydride-DOP†industrial chain also gradually disappeared after mid-April. In contrast, in the phosphate chemical industry, bromine chemical industry, and fertilizer sector, “three oversupplied, weak demand, and weak external demand†three sharp swords stuck in the heart, and in April did not form an ideal situation.
Zhang Ming believes that the trend of the chemical industry in January-April 2014 is similar to that of 2013, but it lacks upward driving power compared with 2011, 2012 and 2013. Overall, the overall market trend in the past four years has shown a stepped downward trend, and the overall market supply and demand dynamics Changes and product cost estimates are expected to start rebounding in the coming May and June, but the rebound strength and margin are limited.