The global economic growth is slowing down, the peak season of gold, nine and silver on the raw material side is not prosperous, and the terminal consumption power has dropped sharply. Whether it is the domestic Double Eleven or the foreign "Black Friday", the transaction results are not as good as in previous years. In order to facilitate the transaction, a large number of enterprises continue to take production cuts, production cuts, price cuts and other "life-saving measures".

70% of raw materials plummeted, enterprises cut prices 40% off supply!

The war in Europe continues, OPEC production cuts continue, energy markets are up and down, and chemical raw materials are being held back. Plus downstream demand is weak, terminal consumption is weak, chemical raw materials in the double attack difficult to survive.

Previously, a number of large factories focused on maintenance in October, briefly pushing up the raw materials, but due to insufficient terminal demand, the raw materials fell sharply. Guanghua Jun data monitoring shows that the bulk of chemical industry in November is stillUp less down moremainly,There are only 32 kinds of raw materials that have risen, and only three kinds of raw materials that have risen by more than 10%.Among them, the sulfuric acid industry chain rose brightly,Sulfuric acid up 17.5 percent, offer 302 yuan/ton;Sulfur up 13.9 percent, offer 1067 yuan/ton.Monoammonium phosphate rose 11%, offer 3500 yuan/ton.

There are 78 kinds of raw materials showing a downward trend, accounting for 70% of the list of bulk raw materials!Hydrogen peroxide, TDI and other "golden nine" surge of products are in its list.

▶Hydrogen peroxide: halved! Continuous decline in the month!

In mid-September, the hydrogen peroxide market rose sharply, once soaring to 2100 yuan/ton. Since October, hydrogen peroxide has fallen sharply. As of press time, the price of hydrogen peroxide is 890 yuan/ton, a drop of 58%. It is expected that the lack of terminal demand, hydrogen peroxide will still have a downward trend.

▶TDI: Big Factory Drops 2000 yuan/Ton!

As one of the main raw materials for automobiles and real estate, TDI has an important position. Due to demand-side on-demand procurement, the market trading atmosphere is weak, although Shanghai Covestro, Xinjiang Wanhua (Juli), Cangzhou Dahua and other manufacturers stop maintenance, but manufacturers, traders are still lack of confidence, prices down.

The recent listing price announcement, the mainstream factory price reduction. among them,BASF ShanghaiTDI's November settlement price was 16900 yuan/ton, down 1300 yuan/ton from the previous month, and the December listing price was 19000 yuan/ton,Month-on-month decrease of 2000 yuan/ton;Shanghai CovestroTDI's December opening price is 17000 yuan/ton,Month-on-month decrease of 1500 yuan/ton,Terminal 7 discount, distribution 4 discount supply.

It is expected that with the lack of downstream demand and the impact of the downward adjustment of mainstream manufacturers, TDI still has room for downside.

Low price era strikes! Multi industry price war started!

As far as the current situation is concerned, the price reduction has been spread from the upstream to the terminal. This year's large-scale consumer sectors such as automobiles and real estate have also shown a sharp downward trend. The prices of car companies have fallen again and again, and the prices of real estate have fallen again and again. Many basic markets have started a "price war".

▶Clothes:

According to the China Cotton Association, the national purchase of seed cotton is coming to an end, processing enterprises in northern Xinjiang have stopped harvesting one after another, and cotton farmers are still selling in southern Xinjiang. Domestic textile market demand is sluggish, enterprise orders are not as good as the previous period, finished product inventory continues to rise, mainly to reduce prices to inventory return funds, raw material procurement is cautious,Domestic textile to maintain weak operation.Affected by factors such as the decline in lint prices and the decline in the quality of tail flowers, the purchase price continued to fall.

▶Live:

Real estate in the housing enterprises after a series of thunderstorms, public confidence plummeted, the desire to buy a decline. In order to generate revenue and profits, some real estate companies maliciously cut prices,Generally sold below the reference priceThe vicious competition of the real estate price war began.

▶Line:

In the recently concluded Guangzhou Auto Show, Guanghua Jun learned that more than 10 car companies such as BYD, Krypton and Zero Run have announced price cuts and promotions, and even popular models.Straight down 30000 yuan! GAC An, SAIC Audi, Great Wall Euler and other car brands launched loans, car purchase concessions.

Except for "food", other sectors are basically going down. It is expected that with the tense economic situation, more fields will join the "low price competition. Turbulence in the industrial chain is inevitable. Under the influence of the low-cost market, profits and revenue in the raw material market will also be compressed. Guanghua Jun recommends that all chemical industry people make a timely operation budget for next year, reduce costs and expenses, and make preparations in advance.