China's Supreme People's Court and Supreme People's Procuratorate issued the No.57 document on glyphosate and double-glyphosine suppliers, and the glyphosate industry has risen to China after the release of the criminal law provisions relating to the judicial interpretation of environmental pollution criminal cases. Environmental protection and governance of the iconic industry, glyphosate environmental protection tends to be stricter trend, the future supply is expected to continue to shrink. We conducted grassroots investigations on the main domestic glyphosate manufacturers. The results are as follows: Currently, some companies have stopped production due to environmental issues or have undergone technological transformation. As a result, the supply of glyphosate market has become tight. Recently, the mainstream glyphosate manufacturers have stopped Quote. We maintain the view that the long-term price trend of glyphosate continues to be bullish, giving Yangon Chemical, a technology leader and environmentally-friendly treatment company, a “highly recommended†investment rating. We recommend focusing on other glyphosate products such as Sanonda A, Jiangshan, and Xinan. Listed company investment opportunities. Other pesticides and pesticide intermediates companies, maintain the “recommended†investment rating of Lianhua Technology, Novozymes, Evergreen shares! The most up-to-date views on the new chemical materials stocks are as follows: “Strongly recommend†MLCC formulas The continuous increase in the market share of powdered porcelain, “strongly recommend†Dinglong shares of color polymerized toner volumes, and “strongly recommend†to enter the market soon Wide prospects for waterborne coatings MDI faucet Wanhua Chemical.
The latest developments in other chemical sub-sectors and analysis of future market operations:
Nitrogen fertilizer: The overall demand for domestic urea remained weak last week, and the market price of urea also lacked favorable factors, and there was still room for decline in the short term.
(2) Phosphate Fertilizer: At present, the quantity of diammonium used in China is not large, and the market of diammonium phosphate is stable in the short term, and the export situation needs to be paid attention in the later period.
(3) Potassium Fertilizer: Last week, the potash fertilizer fell sharply, the port price dropped sharply, and it was difficult to take the goods. It is expected that the potash fertilizer market will continue to move lower.
(4) Compound Fertilizer: The preparation fertilizer in the Chinese compound fertilizer market in the end of the summer was over. Due to the dual effects of sluggish market demand and weak raw material prices, it is expected that prices will fall in the short term.
(5) Spandex: Last week, the domestic market conditions for spandex were steady and small. Downstream purchases were still based on demand. It is expected that the overall market for the spandex market will remain stable.
Last week's chemical prices rose list: propylene oxide, propylene rose more, **, butadiene dropped more.
The products that increased significantly last week include: Propylene Oxide-CSPC (+3.04%), Propylene Ex-factory Price - Shandong HSBC (+2.75%), OPEC: Crude Oil Price (+2.49%), Soft Foam Polyether Market Price -East China (+2.45%), viscose staple fiber-cotton pulp (+2.03%); Larger declines include: **-FOB Middle East (20.83%) and butadiene (-9.52) %), Phosphorus ore (30%)-Hubei (-9.09%), Star-Chemical Sodium Tripolyphosphate-Food Grade (-6.04%), Phosphate Ore-Guizhou (30% Taxi Included) (-5.77% ).
Industry news:
(1) Environmental inspections are beneficial to the continued growth of glyphosate.
(2) GM soybean import approval: The glyphosate stocks are expected to benefit.
(3) The introduction of new environmental protection regulations will promote the titanium dioxide industry to reshuffle.
(4) In the first half of June, the polarization of the rubber and plastics industry was still not optimistic.
This week's simulation investment portfolio: Guoguo Materials (20%), Dinglong (20%), Wanhua Chemical (20%), Yangnong Chemical (20%), Lianhua Science and Technology (10%), Noppsin (10% ).
Risk Warning: Raw material prices fluctuate significantly and demand continues to be weak.
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