Near future A hype has produced a change logically, superintend the change with hype environment, make subject matter is acclaimed time and again be thwarted, and the suction that outstanding achievement became the market however metals and stone-a symbol of hardness and strength. The cycle that is a delegate with steely, coal the trend rose to drive market person energy of life adequately, the thinking change that forces capital is acclaimed from associate with subject matter goes for Wang Zhong to outstanding achievement. And meanwhile, individual originally accomplishment actors or actress a newspaper in the passenger car is being connected to wait in be like fall beforehand those who cause show shoot, stimulated market nerve, make fall in current market environment, "Seek safety " replaced " seek an opportunity " , rise in price the concept also made sweet bun.
But, rise in price to representing security really? Market fund is sensitive, when the price of a few breed cannot continue to rise, the consistency instead of capital can make time bomb. Accordingly, in see an opportunity while notice to rise in price even the risk of backside, and should be clear that the risk is in, be necessary to be opposite of these breed rise in price to differentiate one by one logically.
Steely, coal
Iron and steel and coal can say current " rise in price prices " push to climax, market fund flocks and go up brought up each strong. Intermediate frequency furnace and labour frequency furnace are produced can wash out the yield with be formed certain can vacant bring about steel price to rise, coal also is mixed as a result of supply side of environmental protection strengthen and rise in price with the advent of electric peak period, but the near future rise more it is outstanding achievement cashs product of and rather than rises in price. Because pass supply side reform of 9 years, relevant outstanding achievement is the amulet with current best prices. Nevertheless, the supply side reform of iron and steel and coal had passed to quicken level, outstanding achievement cashs also state prospective space is not large. And be produced to lagging behind as furnace of prospective electric arc can vacant gradually fill, with the past of electric peak period, iron and steel and coal rise also can and row and cherished.
PCB industry catenary
Of Copper Foil and Fu copperplate CCL rise in price from last year second half of the year already began, lithium battery produced can quick dilate 2016, demand of lithium report Copper Foil soars, the standard Copper Foil that cut PCB uses with CCL produces many Copper Foil manufacturer to be able to turn and produce lithium report Copper Foil, cause lithium report Copper Foil and standard Copper Foil to all demand exceeds supply thereby. Of fine board of upriver Copper Foil and Bo rise in price make the price of CCL ceaseless also rise, rise in price effect is conducted to downstream PCB gradually. Those who need an attention is, second half of the year is PCB application domain of the representing to greet busy season with consuming an electron, the situation hopeful that standard Copper Foil demands exceeds supply is maintained. Industry of Dan Li batteries has appeared structural sex is produced can superfluous, the situation that the industry continues to advance triumphantly no longer. Course of study of the line of business of day neat lithium that past outstanding achievement grows a few times at every turn, lithium of sharp edge of another name for Jiangxi Province also encounter bottleneck, much fluorine is much medium even profit of cable net profit drops beforehand, because the spring of Copper Foil of this lithium report goes very hard also far.
Catenary of PTA- dacron industry
Whole industry of 2 quarters PTA is in go the condition of inventory, start working rate is in low, add environmental protection hasten to father bring about produce can drop, heng Li, Yang Zishi is changed, the company unit such as beautiful dragon petrifaction is overhauled ahead of schedule or defer answer produce, make PTA supply suffers be restricted. And downstream polyester however demand is exuberant, bearing of spin dress scene restores somewhat, busy season order shifts to an earlier date, rate of trade go into operation is near 90% . At the same time polyester fibber substitute sticks glue, polyamide fibber to also be in rise in price passageway, make polyester fibber industry suffers interference less. The situation that demand exceeds supply brought about PTA and dacron finally rise in price, PTA still drops because of the trend of international oil price make cost total can accuse. Nevertheless its rise in price durative difficult character is hopeful, equipment overhaul is temporary only, answer the problem of postpartum supply deficiency will be able to solve; On the other hand busy season order is equal to ahead of schedule overdrew prospective demand, off-season not weak also can cause peak period not flourishing, the situation that after PTA soares, steeps fall also has appeared in the beginning of the year. And home of PX of PTA upper reaches furnishs finite, external depend on sb or sth for existence is spent tall, whether can international oil price stop drop rebounding also is sealed.
Black lead electrode, acicular anxious
Black lead electrode basically applies at smelt of steely electric stove, and acicular anxious the important raw material that is black lead electrode. Steely industry replaced the trend of intermediate frequency furnace to raise the requirement of black lead electrode greatly with electric arc furnace, and the proportion that at present steel-making of our country electric stove holds steel-making gross is only 6% the left and right sides, far the specific value that holds smelt steel under global electric steel 25% , promotion space of future is very large. 2016 because produce can superfluous, manufacturer of black lead electrode causes most company stop production, reduction in production without foreword competition, and charcoal element enterprise is produced can build cycle to grow, answer produce difficulty big, the situation that demand exceeds supply still will continue to maintain.
In addition, electroanalysis aluminous industry goes producing also can spread out stage by stage, temporary from violate build produce can mix build produce can begin, future goes producing can behavioral hopeful spreads out further, actual strength is stronger electroanalysis aluminous company will be benefited from which, relevant can dog appropriately attention.
Breed | Represent |
PTA | Constant ease petrifaction, flourish contains stock of elder brother of petrifaction, tung |
Polyester fibber | Share of share of tung elder brother, force of Xin Fengming, constant |
Stick glue short fine | Chemical fibber of Nanjing chemical fibber, new rural area, 3 friendly chemical industry |
PVC | In appropriate of trade of day of peaceful chemistry, Xinjiang, Hong Daxing course of study, Hubei is changed etc |
Copper Foil | Nuo heart share (lithium report Copper Foil is given priority to) , cupreous hill coloured (country is the biggest standard Copper Foil tripartite manufacturer) , exceed Hua Ke ability |
Fu copperplate | Lay beneficial science and technology, Jin Anguo discipline, Hua Zhengxin capable person |
TDI | Dark blue city is changed greatly, 10 thousand China chemical |
Electroanalysis aluminous | Aluminous share of Chinese aluminous course of study, cloud, divine ammunition stock, Jiao Zunmo just wait |
Black lead electrode, acicular anxious | Element of square big charcoal (two city are only) |