Coleção: Market Price & Insight

The document provides key focuses in the basic chemicals and petrochemicals sectors, along with weekly industry updates. It highlights core assets and key areas of interest in the chemical industry, such as titanium dioxide, carbon fiber, zeolite/OLED, and pesticides. The document also discusses the impact of OPEC+ production cuts, non-OPEC production, and global macroeconomic risks on oil prices in the petrochemical sector. Additionally, it mentions the stability of the chemical price index, fluctuations in raw material and finished product prices, and the decrease in oil prices due to economic growth concerns and expectations of a hawkish policy from the Federal Reserve. The summary emphasizes the importance of monitoring non-OPEC production, integrating the polyester industry chain, and considering private refining and petrochemical companies. Notable companies in this sector include Rongsheng Petrochemical, Dongfang Shenghong, Satellite Chemistry, Tongkun Co., Ltd., Hengli Petrochemical, and Baofeng Energy.