recently silicone industry chain price central upward and intermediate DMC price has been since the end of July 12500 yuan / ton in November 28th rose to 16800 yuan / ton, up 34%, we determine the silicone industry bottoming out, as long as 5 years of winter has passed, the future is expected to continue to rise, the price is expected to return to DMC 20 thousand yuan / ton. The cost of the end, the rising price of energy prices will be the central uplift of silicone industry; the supply side, making some long-term loss capacity shut down, and constantly improve the industry concentration, and environmental protection has led to some capacity interruption of normalization, the degree of excess industry significantly ease. The demand side, the first half of the real estate demand for transmission over, demand will continue to improve. As prices rise, the industry is expected to usher in a wave of restocking market, prices can smooth down the conduction, the profitability of the industry will also increase, we also observed the DMC and raw material price has expanded over the first half of 1800 yuan / ton.

The cost of terminal energy price the price of central uplift of the silicone industry

The increase in coal and hydropower prices and transport costs will be the price of central uplift of the silicone industry. The organosilicon industry tremendous energy, energy costs accounted for more than 50% of the total cost, especially silicon metal production, power consumption per ton of silicon metal is about 12000kw.h, so the silicon metal are built in Yunnan, Sichuan, Xinjiang and other areas of cheap coal or electricity. With the arrival of the dry season, Yunnan, Sichuan price increase, the area of silicon metal production will decline. While the domestic coal price increases, the probability of 2017 will remain high, we expect the cost of electricity in Xinjiang will rise. While the transport of overloading tighter, increased transportation costs are transferred to silicone cost.

In order to encourage pesticide production enterprises merger and reorganization, eliminate backward, adjust the industrial structure, in November 14, 2016, the Ministry will give up the 2016 list of the seventh batch of pesticide production qualification in related businesses under the voluntary help enterprises be publicity, publicity time from November 2016 14 to November 21, 2016.

The current rise in fertilizer prices both factors of the return value, there are factors of reduced supply, there are also cost push factors, there are factors of inflation expectations, but to support the continued high, logistics factors contributed!
Before Paul coal did not complete the task, the regional tension capacity problem is difficult to alleviate, unless to adjust the policy, but in the short term, the price of the finished part of fertilizer varieties.

The government’s strong intervention, often can quickly break the market deadlock, such as this year’s supply side reform, this is the macro-control benefits, but regulation is often lagging behind, once behind, it will cause the market change radically. The Commission has been aware of the problem, and constantly modify control policy for coal. Reportedly, the new policy may take 330 working days to relax next spring warm end. The Commission is a “best effort”, but the coal to Paul, an important part of the national economy and other industries, can not give up no matter. In the area of lack of capacity, the NDRC is incapable of action, so the transportation departments is not the lack of response to regional transportation problem? We have to wait and see!

Yesterday, chemical collective outbreak, rubber (18135980, 5.71%) the main 1701 contract closed in the limit of methanol, the 1701 main contract hit a limit, asphalt, PP main 1706 contract 1701 main contract also rose more than 3% and 2%. respectively.

In fact, after entering in October, chemical plate varieties by virtue of its fundamental improvement, the formation of resonance with domestic commodity bull market atmosphere, almost ignoring changes in oil prices and the volatility of the external market opened since the beginning of low rebound after the third round of the wave, the Bulls still apparently reluctant to give up, made a comeback in the “double eleven” after the fall.

The disk, HuJiao main 1701 contract morning pull straight up, the sealing plate after trading to close at 17130 yuan / ton, the price hit a new high stage, rose to nearly three year high. In the recent HuJiao fundamentals continue to improve under the guidance of performance is very strong, on the one hand, the heavy truck and car sales data continued strong recovery; on the other hand the stop cutting around the corner, an important theme of stop cutting period reduced supply is long speculation. In addition, due to the international oil prices rise to help market sentiment warmer, but also limit the methanol before noon, near the late opening, the price also hit a new high stage, up to a year and a half high, coal prices high to form a strong support for the cost, and to accelerate the inventory boost the trend of methanol.

Bankuailundong is normal

Analysts pointed out that in the different period, the commodity market has characteristics of round plate, high income, asset shortage driven funds not only in the categories of assets such as stock market, bond market, property market and commodity and other major categories of asset rotation, but also exist in the commodity characteristics of internal rotation.

while the black line seems to have died down, chemical rose, and drive the entire commodity market yesterday immersed in a strong bullish atmosphere.

In theory, international oil prices and domestic chemicals futures are positively related, one is the cost of reason, on the other hand, the market sentiment. That is not to say that oil prices rose after the crash, chemicals can close their eyes orders?

In addition, the commodity market Bankuailundong obvious characteristics. So, what is the chemical after a hot plate and the investment opportunities?

Chemical products rose across the board

The chemical industry has been the lack of sales personnel, the main demand region in the southwest, East and North China. Therefore, sales personnel will maintain a consistent business momentum, data show that in mid November 2016, the recruitment of sales personnel demand over the same period last year rose 11%.

The sales manager of the recruitment needs of the largest increase

Over the same period last year rose 13%. with the increasing market competition, enterprises also pay more attention to know technical sales and product technical sales personnel. This talent is bound to become the object of the business enterprise

In the non-ferrous metal sector rose this week as an example, copper, aluminum, zinc and other varieties for the global pricing of goods, domestic prices always follow the price of LME operation, but the rise was firstderived from inside.

On November 10th midday, when the main copper rose 5.99% over the same period in March, London copper total increase of only 2.3%, the price can get better recognition of the degree of internationalization of the disk, is still questionable.

Vigilance is needed, on the night of 11 trading futures market earthquake background, nonferrous metals, coal sector will usher in the next week or at the same time the plate callback, will undoubtedly have an impact on the index.

“The recent stock futures in the following sense, the recent futures rose is finished, the corresponding stock subject to compensatory growth. There are some funds see futures rose too much, can not continue to chase high, then flows into the corresponding underlying stock “, a private person said.

He pointed out that nearly three days in Shanghai and Shenzhen volume significantly, compared with the previous average of 400 billion, an increase of about 50%, is likely to have incremental funding approach, “near the end of the year, see private commodity market prices, to Bo a, after all the dividends, and next year the issue of product.”

“The size of the futures market is limited, due to the amount of money into the large, rapidly pushed up asset prices, and even to some extent, in the international market began leveraging” futures Deputy General Manager Jing Chuan said recently.

In fact, although the current round of rising commodity prices, some varieties have the fundamentals of supply and demand as a support, but rose too fast, the funds to promote the obvious signs, so the foundation is not solid.

In fact, across the two futures stock market investors are in the minority, but because of the two degree of correlation is limited, so the stock futures, stock speculation method “is not practical.
With the commodity market a comprehensive upgrade, increase the share of linkage effect.
In November 11th, for example, non-ferrous metals sector rose 3.72%, Nanshan aluminum, western mining and other 18 stocks closed limit.
At the same time, the steel and coal sector also rose to 2.35% and 2.21% respectively, the rise of the weight plates, no doubt on the day of Guan Chong prev 3200 points played a decisive role.

This is mainly due to the port of goods less, since September, port stocks fell to 50 thousand tons of low in recent years, the market of tradable goods less, give the seller a big boost market.
Sinopec’s operation intention is not clear

At present, benzene prices are not easy to change. At present, the domestic price rise, the lack of benzene shipment advantage, and many downstream and importers of imported goods inquiry increased enthusiasm if Sinopec raised, will attract the influx of imported goods, is not conducive to the operation of Sinopec; fell, although the lack of price advantage, but imports to Hong Kong demand cycle, domestic port goods less support price small probability of decline. Therefore, in general, are not easy to change the situation, the domestic benzene market or continue to safeguard stability, waiting for the late news guidelines.