The breakdown of the industry, concern the whole industry chain integration and high industry barriers leading enterprises, the former deal with raw material price fluctuation ability, cost control has the superiority, and has the ability or has been extended into the downstream market, the industry segments in which high barriers not prone to excess supply side.

Industry level, oil prices will be short-term or long-term upward oscillation, depends on the exploitation of shale oil, long-term target price of $60 / barrel; attention to capacity coming to an end, the new capacity shortage of varieties, the current situation, the demand side has improved mainly for infrastructure related industries, the rest of the consumer side continue to struggle.