Commodities:Domestic and overseas economies "cold and hot uneven" commodity prices "to find new opportunities", The sharp drop in oil prices to $75 is only a temporary move, and $85 or slightly above is the consensus view of research institutions. Chemical market or shock bottom and look for opportunities to recover.
Market: epoxy resin whole industrial chain down
News: Carbon fiber body cars usher in scale. During the sixth Expo, Luo Tao, general manager of HRC Automobile Company, said in an interview with surging news reporters that according to customer orders, carbon fiber body cars produced in China are expected to reach more than 10,000 units next year, and by 2025, this figure is expected to usher in a breakthrough, "Conservatively speaking, it must be 10,000 units."
[Glass fiber] industry plans to expand production to more than 6 million tons! Who are we selling all this fiberglass to? According to statistics in China in the next three to five years, the total production capacity of the entire glass fiber industry will increase by more than 6 million tons
The raw material market continues to be vulnerable to adjustment, and the resin market price is reduced by 200 yuan.
Last week, the prices of most raw materials stabilized and softened, and the effective demand of the entire basic chemical market was insufficient. UPR downstream market is still divided, some high-end enhanced products demand is strong, the market price is strong; The low-end market and non-reinforced market are still depressed, and resin prices are weakening. Heavy snow fell in the northern region, outdoor construction basically stalled, and the UPR downstream industry in the northwest and northeast regions as a whole entered the off-season.
This divergence of trends is likely to be the main feature of the coming period. In the upstream raw material market, production capacity continues to increase, and the surplus situation is increasing.
