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随着全球经济企稳回升,我国化工行业需求继续呈现稳步复苏迹象,国内主要化工产品呈现普涨格局,而高油价和消费旺季的来临将进一步推高国内PVC价格。随着全球经济企稳回升,一季度我国化工行业需求继续呈现稳步复苏迹象。国内主要化工产品呈现普涨格局。二季度,我们更看好估值合理和盈利趋势向好的子行业,包括MDI、PVC、纯碱、磷化工。需求回升产品价格普涨下游纺织行业春节后陆续复工,带动化纤需求增长。化纤行业产销量上升,库存下降,价格稳步上
As the global economy stabilizes and rebounds, the demand of chemical industry in our country continues to show signs of steady recovery. The major chemical products in China are showing a broad pattern. However, the advent of high oil prices and consumer seasons will further push up domestic PVC prices. As the global economy stabilized and recovered, the demand for the chemical industry in China continued to show signs of steady recovery in the first quarter. The main domestic chemical products showed broad pattern. In the second quarter, we are more optimistic about the valuation of reasonable and profitable sub-sectors, including MDI, PVC, soda ash, phosphorus chemical industry. Rising demand for the price of general increase in the downstream textile industry gradually resume work after the Spring Festival, led the growth in demand for chemical fiber. Chemical fiber industry production and sales rose, inventory decline, the price steady