Hubei Yihua (0.00,0.000,0.00%) shares resume trading, intends to raise 1 billion 780 million for technical transformation into Hubei capacity of coal water slurry technology, Yihua group after the issuance of equity ratio will be reduced to 13.49%, according to the current conditions of issuance of additional reserve price of 7.47 yuan limit calculation. During the suspension period of urea rose 80 yuan / ton, up 40 yuan / tons of caustic soda, Hubei DAP rose 100 yuan / ton, down PVC.

Last week has to pay more attention to other sectors of the seasonal agricultural investment opportunities, P may appear the same logic with urea; polyester filament rose, FDY or more. This week Shandong urea market price at 1550 yuan / ton, or 19.23% months, the whole industry chain inventory is very low, the rising cost of improved demand + + complement theinventory urea inflection point confirmed that the next six months prices continued to rise strong uncertainty.

This week PVC futures contract fell 110 to 7305 yuan / ton, down 1.48% weeks; East China calcium carbide PVC spot fell 300 to 7950 yuan / ton, 99% or 3.64% weeks; protopine in East China market price rose 20 to 3830 yuan / ton, rose 0.52%; East China maintain 3125 yuan / ton of calcium carbide. The main reason is the recent futures market futures representative variety of double focus turn, pay attention to the relevant sector risk, but because of the early price is not as commodity prices rose sharply, and the 4 quarter earnings uncertainty significantly improved.

Aromatic profitability strong and private petrochemical project Rongsheng Petrochemical (14.85,0.130,0.88%); viscose staple fiber, spandex filament, three business good, private placement of large safety margin of Xinxiang chemical fiber industry; growth stable quasi regional core enterprise Scarlett energy transition to new energy (9.85, -0.040, -0.40%) on downstream industries; chain integration construction cost advantage, benefit Ordos ferrosilicon and silicon manganese and PVC prices; benefit of all steel tire leading in its chemical Chinese Aeolus tire assets integration and integration after the synergistic effect of (10.60, -0.010, -0.09%).

recently compound fertilizer market atmosphere increased, the parties had transient cooling operation. The main raw materials upstream or narrowed, on the other hand dealers on the new price to accept the need for some time, the market in the stage of digestion. The third part of the enterprise to suspend payment, waiting for further news guide.

Upstream raw materials — or narrowed

Recently the price of urea to weaken local 20-30 yuan / ton, plus India regret standard, the market fears increase, as of November 25th, small particles of Shandong area transaction in 1480-1500 yuan / ton, the average price last year fell 30 yuan / ton. The potash market speculation atmosphere is reduced, the maintenance of market rally, the port of potassium in 1960-1980 yuan / ton, red potassium in 1860-1880 yuan / ton, but gains narrowed signs, while dealers discuss spatial local amplification intention.

Continue to move the focus of the market price of phosphate fertilizer, Hubei 55% powder factory in 1630-1680 yuan / ton, adjusted in the range of 30-50 yuan / ton. Overall, the main raw material of this week’s upstream or narrowed, to a certain extent increased market atmosphere.

Dealers — the new price taking Co.

From the beginning in the late coming enterprises issued a new price, and some enterprises price adjustment frequency increased, the cumulative increase in 50-80 yuan / ton. We mainly supply enterprises 45%s3*15 factory in 1850-1950 yuan / ton, 45%cl3*15 in 1650-1750 yuan / ton. The dealer limited acceptance of a new price, especially some high-end price, stocking in advance is still worried, after all, for the basic fertilizer early, market instability still exist.

Part of the enterprise to suspend collection — the market is lack of guidance

Recently some companies to suspend payment, is the main reason of low prices and ample pre orders. It is reported that at present most of the major compound fertilizer enterprises in the winter has even been part of storage in half, to 70%.

The early advance orders more than the price is relatively low, a substantial increase in the cost of background, the capacity of the enterprise co.. This part of the enterprise to suspend the collection, some large enterprises continue to advance implementation of interest policy, market is once again caught in the uncertain state signs, thereby increasing the market sentiment.

Overall, after this period of adjustment, the fertilizer market gradually digested into the stage. Expected short-term market sentiment continues, the market or stable move; except for some low-end price is expected to stabilize or compensatory growth, the mainstream price. Around the middle of next month, the market parties or pick up again, focus on specific policies and prices of raw materials and the trend of major companies.

Table. The main compound fertilizer raw material price statistics (yuan / ton)

At present, the global plastic film market by Japan and South Korea enterprise monopoly. From 2013 onwards, domestic enterprises began the aluminum-plastic composite membrane localization way.

Connected media electrode active material of lithium battery

The binder binder requires special lithium battery, many varieties, PVDF is the mainstream. The binder is essential for manufacturing electrode materials must meet many special requirements, PVDF is currently the most commonly used in industrial lithium ion battery electrode binder, in order to overcome the oil-based binder of environmental pollution and the use of high cost of the problem, the water soluble binder has been developed. The weak competitiveness of domestic manufacturers of products, adhesive market by foreign enterprises control.

The conductive bridge internal lithium battery electrode

In the lithium battery materials, four main materials (cathode, anode, separator, electrolyte) of the high degree of concern, the domestic enterprises are more engaged in.

Which part of the lithium battery material in the industry system also occupy a very important, this report focuses on technical progress and market structure of four kinds of lithium battery accessories.

Plastic film plastic film is becoming more and more important

The car battery 26% of the market, and gradually increase the proportion of. In the plastic film pouch batteries, plastic film cost is accounted for 15%~20%, second only to the cathode material and the diaphragm. The process is very difficult to manufacture plastic film, hard materials and technology.

From the manufacturing process, compared with dry heat, Showa denko represented more excellent products, occupy a larger market. The key material for manufacturing aluminum plastic film also need to be imported, non standard equipment, improve the manufacturing difficulty. The most difficult is mainly reflected in the process, especially the reaction conditions and precision control.

The plastic film market monopoly by Japan and South Korea

He Shihao said that the company has changed the sales strategy, compared to the past few years tended to increase in sales, now changed to consider the profitability of first order. He said, the first half of the gross margin has improved, mainly due to the increase of company restructuring, East China production line and increase the production efficiency to enhance profit rate better export orders, but whether the continuous improvement still depends on a number of factors affecting the market. As for the lubricating oil is still in the loss of business, the company will reduce the profitability of the lack of orders, believe that the business can be a turnaround this year.

He also pointed out that the company has been through a period of investment, capital expenditure will be 350 million yuan last year, this year fell to 97 million yuan, the existing material production capacity is sufficient to meet the next three to five years of development, the next two years, the capital expenditure will be maintained at 80 million to 90 million yuan level, have sufficient funds on hand, will make the corresponding assignment.