farmbingo|基础化工行业周报：国际油价暂稳 萤石、氢氟酸价格上行

In the past weekFarmbingoThe basic chemical index rose or decreased by 1.Farmbingo.32%FarmbingoThe CSI 300 index rose or fell by 1.Farmbingo.20%; the basic chemical sector outperformed the CSI 300 index by 0.12 percentage points, ranking 15th among all sectors. In the basic chemical industry, adhesives and tapes (7.72%), paint inks (6.72%), titanium dioxide (5.95%), potash (- 5.46%), phosphate fertilizer and phosphate chemicals (- 3.51%), and other chemical raw materials (- 2.35%) were among the top gainers. The top five products with weekly price increases were ammonium chloride (10.00%), phenol (5.92%), bisphenol A (5.24%), acetone (4.69%) and hydrofluoric acid (4.02%). The top five products were sulfuric acid (- 7.64%), potassium chloride (- 5.44%), anthracene oil (- 5.26%), acetic acid (- 4.38%) and maleic anhydride (- 4.20%). Important developments in the industry recently, the US Energy Information Administration (EIA) again raised its US oil production forecast for this year and next, that is, the US oil production forecast for 2024 was raised to 13.21 million b / d, an increase of 280000 b / d over 2023, and the oil production forecast for 2025 was raised to 13.72 million b / d, an increase of 510000 b / d over 2024. The previous forecast was that there would be an increase of 260000 b / d in 2024 over 2023 and 460000 b / d in 2025 compared with 2024. EIA forecasts that US oil consumption will be 20.4 million b / d in 2024, an increase of 200000 b / d, which is in line with previous forecasts. As of April 26, the price of WTI crude oil was $83.85 per barrel and that of Brent crude was $89.50 per barrel. The price of fluorite rose steadily during the week, and there was a strong wait-and-see mood. As of April 25, the average ex-factory tax price of 97% wet powder market in China was 3510 yuan / ton, up 1.45% from last Thursday. 97% mainstream factory price reference: 3350-3450 yuan / ton in North China market, 3500-3550 yuan / ton in central China market, and 3550-3650 yuan / ton in East China market. Under the influence of relevant policies, the safety inspection of domestic fluorite mines is strict, resulting in the difficulty of mining remains high, and the shortage of raw materials in some enterprises still exists. The current time point of investment suggestion suggests that we should pay attention to the following main lines: 1. Refrigerant plate. With the end of the three-year base period, the supply and demand pattern of the third-generation refrigerant industry will usher in a rebalance, and the price center is expected to continue to rise. It is recommended to pay attention to Goldstone Resources, Juhua shares, Sanmei shares and Yonghe shares. 2. Aramid plate. As one of the three super fiber materials, aramid is widely used downstream, and the industry demand maintains a rapid growth rate, while aramid paper, aramid diaphragm coating technology and other emerging application scenarios are expected to further open up the growth space of the industry. It is recommended to pay attention to Taihe new materials. 3. Coal chemical industry plate. It is suggested to pay attention to the high quality targets of coal chemical plate, such as Hualu Hengsheng, Luxi Chemical Industry, Baofeng Energy and so on. 4. Tire plate. It is recommended to pay attention to race wheel tires, Mori Kirin and Linglong tires. 5. Agrochemical plate. Potassium International, Salt Lake Co., Ltd., Xingfa Group, Yuntianhua, Yangnong Chemical Industry. 6. the target of high quality growth. Lanxiao Science and Technology, Shengquan Group, Lushan New material, Shandong Heda. Maintain the "overweight" rating of the basic chemical industry. Risks suggest that crude oil prices fluctuate and demand falls short of expectations. Macroeconomic downside [disclaimer] this article only represents the views of third parties and does not represent the position of Hexun. Investors operate accordingly, at their own risk.

[disclaimer] this article only represents the views of a third party and does not represent the position of Hexun. Investors operate accordingly, at their own risk.