The screenshot shows that the Secretary-General repeatedly asked two questions about the chemical group of Guotai Junan Research Institute. Your researcher said that Sanyou Chemical is more expensive than a viscose enterprise in the west 1500 yuan. Have you investigated it? Have you checked? According to your logic, Sanyou Chemical has long gone bankrupt. Team leader Duan Haifeng, you spread the rumor that Sanyou Chemical's soda ash production is limited by 30% in a group of 500 people. Have you investigated it? .
Moreover, the Secretary-General said angrily that research should be fair and objective, and basic foundation ethics should be maintained. I don't want to touch your work, but maybe you have touched my bottom line? .
What the hell happened? Let's take a look at two screenshots sent by the Secretary-General's circle of friends.
The first picture is released by analyst Duan Haifeng in a chemical research group of 500 people. Sudden: Tangshan environmental protection limited electricity, resulting in an important soda ash production enterprise Tangshan Sanyou limited production by 30%. Coupled with the recent overhaul of equipment such as southern soda industry, soda ash may further strengthen in the near future. ?
Another screenshot shows,? The cost of viscose staple fiber of Zhongtai Chemical is lower than that of Sanyou Chemical 1500/ ton?
It is worth mentioning that soda ash may be affected by this news, and it has a strong daily limit on Friday night!
According to the report of Securities Times E Company, in recent years, Tangshan has indeed taken several actions such as environmental protection, production restriction and power restriction, often involving steel mills, building materials, electric power and other enterprises.
In addition, Xinhua News Agency reported today that in order to continuously improve environmental quality and promote green and low-carbon development, Hebei has put forward ten measures to comprehensively control air pollution, focusing on adjusting and optimizing Hebei's heavy industry, energy and transportation structure. It is proposed that all key industries such as steel and electric power will complete the ultra-low emission transformation before the end of this year, and effectively reduce the pollutant emissions of industrial enterprises.
Why is Sanyou Chemical so angry?
First of all, Sanyou Chemical Co., Ltd. said in an investigation recently that the soda ash market has been stable and improving recently, especially before and after the Spring Festival, the downstream goods were actively taken, the industry inventory declined, the soda ash futures rose sharply, and the soda ash price began to rebound. At present, the downstream glass production line continues to maintain a high level, and the demand for photovoltaic glass will increase substantially this year. It is expected to be released in the second and third quarters, which will effectively boost the demand for soda ash. At the same time, there is basically no new capacity release in soda ash industry this year except for some technical transformation projects of old factories. Therefore, we expect that the soda ash market will improve steadily this year.
In addition, viscose staple fiber is also one of the important products of Sanyou. The announcement shows that since August last year, viscose staple fiber bottomed out and entered a new boom cycle, especially after the Spring Festival, the price rose rapidly and continued its upward trend.
First, on the supply side, after the last round of adjustment, the production capacity was gradually digested, and there was basically no new production capacity;
Second, as the epidemic situation is gradually effectively controlled, the downstream demand recovers and enters the replenishment cycle, and the export demand is improving;
Third, due to the epidemic situation, the demand of downstream spunlaced nonwovens industry has increased greatly, and the demand for pulling viscose staple fiber has gradually increased;
Fourth, cotton, polyester and other textiles have strengthened as a whole. Overall, the pattern of supply and demand has improved effectively, and it is expected that the market will remain volatile in the future.
It can be seen that soda ash and viscose staple fiber are the most important products of Sanyou Chemical, and the content released by Guotai Junan can be said to be for the company? Not good? News. This can also explain why the smell of gunpowder is so strong.
As of Friday's close, Sanyou Chemical closed at 1 1.76 yuan with a total market value of 24.28 billion yuan. The company's share price has increased by more than 50% this year, but recently it has been adjusted from the highest 16 yuan/share to1.76 yuan/share, with an adjustment range of more than 25%.
Another company, Zhongtai Chemical, once rose by over 100% this year. Recently, its share price has been adjusted from 12.55 yuan/share to 9.86 yuan/share, with an adjustment range of more than 20%.