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我国功能化表面活性剂绿色制备取得成效

来源: 编辑: 人气:997 时间:2017-09-26

  受环保压力等因素影响,绍兴部分染料企业于8月24日再次调价。此次分散黑ECT300%上调报价至40元/公斤,较8月18日市场报价上涨5元/公斤。这也是染料好近一个月内的第四次涨价,自7月27日以来,分散黑ECT300%价格已由涨价前的2.4万元/吨,涨至目前的4万元/吨,不到一个月时间暴涨超过60%。

  对此,分析人士指出,在中央环保督查推动下,环保压力持续升级,预计年底前中小染厂关停速度有望加剧。下游方面,今年上半年印染布实现6%的正增长,为染料需求起到重要支撑作用。此外,9月份即将进入印染业的旺季,企业低库存下价格上涨动力更强。在市场供需改善的背景下,行业景气度回暖,相关龙头标的或存交易性机会。

  二级市场上,涉及分散染料概念的个股包括浙江龙盛、闰土股份、安诺其、金力泰等4只。从上周五市场表现来看,上述4只概念股中,除金力泰出现微跌外,其余个股全部实现上涨,分别为闰土股份(6.19%)、浙江龙盛(3.9%)和安诺其(3.11%)。

  资金流向方面,上周五板块内共有3只概念股呈现大单资金净流入的状态,累计吸金1.73亿元。具体来看,浙江龙盛大单资金净流入居S,达到12693.38万元,闰土股份(3153.13万元)和安诺其(1408.1万元)上周五也均获得超1000万元的大单资金追捧,值得关注。

  在分散染料价格持续上涨的背景下,相关上市公司2017年中报业绩表现抢眼。《增塑剂巴斯夫Hexamoll DI证券日报》市场研究中心根据同花顺数据统计发现,截至昨日,已披露中报业绩的闰土股份、安诺其、浙江龙盛等3家公司2017年上半年归属于母公司净利润均实现同比增长,分别为52.19%、10.49%、4.83%。其中,闰土股份预计,前三季度实现净利润6亿元-7亿元,同比增长36.20%至58.90%。

  对于板块的后市机会,安信证券认为,从近期市场情况看,印染费和染料价格上调频繁且幅度明显加快,染料价格上涨向下游传导。继7月27日和8月3日连续上调价格后,8月18日,分散黑ECT300%的价格从3万元/吨上调至3.5万元/吨,其他分散染料价格上涨0.3万元/吨-0.5万元/吨不等。随着环保监管趋严,同时下游纺织业复苏带来需求增长,预计染料价格将较长时间维持高位。

  华泰证券则表示,近期下游涤纶等需求逐步启动,且产品价格阶段性整固充分,分散染料价格具备内在上涨动力;同时,近期供给端收缩使得外购中间体企业(中小产能居多)生产受限,价格边际冲击因素显著减弱,大企业主导能力增强,染料后续提价具备可持续性。建议关注:浙江龙盛、闰土股份、安诺其等龙头标的。

Disperse dye prices rose more than Liu Cheng nearly a month

Affected by environmental pressure and other factors, some dye companies in Shaoxing once again adjusted their prices on August 24. The scattered black ECT300% price increase to 40 yuan / kg, compared with the August 18 market price rose 5 yuan / kg. This is also the fourth price increase of dye in the last month. Since July 27, the price of disperse black ECT300% has risen from 24,000 yuan / ton before the price rise to the current 40,000 yuan / ton, less than Month more than 60% soared. In this regard, analysts pointed out that under the supervision of the Central Environmental 手感助剂ion, pressure on environmental protection continued to escalate, is expected before the end of small and medium dyeing factory shut down speed is expected to aggravate. Downstream, the first half of this year, printing and dyeing cloth to achieve a 6% positive growth for the dye needs play an important supporting role. In addition, September is about to enter the printing and dyeing industry in the peak season, lower prices of enterprises under the impetus of higher prices. In the context of improving supply and demand in the market, the industry boom rebound, related to the subject or deposit trading opportunities.

In the secondary market, the stocks involved in the concept of disperse dyes include Zhejiang Longsheng, Runtu, Anguoqi and Jinlitei. From last Friday's market performance, the four stocks listed above except for Jinlitai showed a slight decline, all the other stocks were up, namely Runtu (6.19%), Zhejiang Longsheng (3.9%) and Annuo (3.11%).

As for the flow of funds, a total of 3 concept stocks in the plate last Friday showed a net inflow of large single funds with a total amount of 173 million yuan. Specifically, Zhejiang Longsheng large single capital net inflow tops, reaching 126,933,800 yuan, Runtu shares (31,531,300 yuan) and Annuo its (14,081,000 yuan) last Friday also received a large single 10 million yuan of funds Sought after, it is worth attention.

Against the background of rising price of disperse dyes, the relevant listed companies have strong eye on their mid-year report results in 2017. According to the statistics of Flush Company, Securities Market Research Center found that as of yesterday, Ruitu, Annol, Zhejiang Longsheng and other three companies that have disclosed their interim results have achieved net profit attributable to parent company in the first half year of 2017 Growth, respectively, 52.19%, 10.49%, 4.83%. Among them, Runtu shares are expected, the first three quarters net profit of 600 million -7 million, an increase of 36.20% to 58.90%.

For the afternoon market opportunities, Essence Securities believes that the recent market conditions, printing and dyeing fees and dye prices increased significantly and the rate was significantly accelerated, the dye price increases to the downstream transmission. Following the continuous increase of prices on July 27 and August 3, the price of Disperse Black ECT 300% was raised from 30,000 yuan / ton to 35,000 yuan / ton on August 18 and the price of other disperse dyes increased by 3,000 yuan / ton -0.5 million / ton range. With the tightening of environmental regulation and the demand growth caused by the recovery of the downstream textile industry, the price of dyestuff is expected to remain at a high level for a long time.

Huatai Securities said that the demand for downstream polyester has been gradually started in recent years, and the product price has been fully consolidated in stages. The price of disperse dyestuffs has the inherent upward momentum. Meanwhile, the recent contraction in the supply side has made the purchase of intermediate enterprises Mostly) production is limited, marginal impact of price shocks significantly weakened, leading capacity of large enterprises enhanced, dye follow-up price increases with sustainability. Recommended attention: Zhejiang Longsheng, Run soil shares, Annuo its leading standard.

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