chemical industry as a traditional industry, the quiet surface contains the active risk and opportunity. Environmental supervision enterprises must continue to strike out, green and sustainable way; overcapacity is still a serious problem, but more need to guard against the deterioration in demand; raw material route and process change and promote the industry reshuffle, new material technology innovation brings surprises, which will also contain investment opportunities worth looking forward to the chemical industry; deeply involved in globalization, wary of elements the cost of weakening the competitiveness of the industry. In 2017, we believe that from the following aspects of looking for investment opportunities, low oil prices, demand robust sub industry layout. Daily chemical and food additives industry needs a steady growth. Ahead of the layout of the The Belt and Road “, entered the harvest period subject to capture. The pesticide recovery was exposed sharp, on the structure of a strong variety. Focus on areas of strength, build intensive and meticulous farming industry. New materials, times new materials (600458.SH) PI film project progress than expected, electronic grade PI film import substitution space is wide, rail business increased steadily, BOGE improve the performance of high temperature nylon and other new materials is also worth looking forward to, the proposed active interest.

This week, WTI crude oil rose 4.97%, to close at $47.96 / barrel; Brent crude oil fell rose 4.57%, to close at $49 / barrel; NYMEX natural gas rose 7.87%. Due to the recent rain and snow effects, before the end of two alkali enterprises stocking in advance, two alkali market continues to heat up, heavy soda ash, light soda ash rose 13.64%, 5.8%. This week, the domestic MDI by major manufacturers maintenance polymerization, delivery time is difficult to restore, drying out of stock market rose, rose 10.25%, but subject to the off-season demand flat high acceptance is limited, still need to slow digestion. In addition, this week the downstream tire operating rates remain high, and domestic areas stop cutting period comes, rubber prices continued to be strong, up 11.6%. This week, epichlorohydrin by 8.64% ammonium chloride by 5.77%. Urea appeared back slightly, down 1.96%.