推薦產(chǎn)品
3-(4-chlorophenyl)-4-phenyl-4,5-dihydro-1H-pyrazole 2-(chloromethyl)-3-methylpyridinehydrochloride 1-(2-bromo-4-methylphenyl)ethanone 3-chloroisoquinoline-4-carbonitrile 5,8-dichloropyrido[3,2-d]pyridazine 2-bromomalononitrile 2-(4-(bromomethyl)phenyl)benzo[d]thiazole 1-(bromomethyl)-3-methoxy-2-nitrobenzene 6-bromo-1H-[1,2,3]triazolo[4,5-b]pyridine 4-iodo-2-((trimethylsilyloxy)methyl)thiazole 6-iodoimidazo[1,2-a]pyridine-3-carbonitrile 2-(4-chlorophenyl)-2-morpholinoacetonitrile 4-chloro-7H-pyrrolo[2,3-d]pyrimidine 4-chloroisothiazole 5-bromo-6-chloro-1H-indole 7-chloro-3H-imidazo[4,5-b]pyridine ethyl3-(4-formylphenyl)propanoate 2,3-dibromobenzaldehyde 1-(5H-chromeno[2,3-b]pyridin-7-yl)ethanone 5H-chromeno[2,3-b]pyridin-5-one 3-chloroisoquinoline-4-carbaldehyde (E)-2-(3-oxoprop-1-enyl)benzaldehyde methyl4-formyl-3-nitrobenzoate 5,6-dimethoxy-2,2-dimethyl-2,3-dihydro-1H-inden-1-one 1-methylbicyclo[4.1.0]heptan-3-one 3-nitro-4-(trifluoromethoxy)benzaldehyde 2-hydroxyquinoline-6-carbaldehyde 2-nitro-3-(trifluoromethyl)benzaldehyde 1-(2-fluoro-4-methoxyphenyl)propan-2-one tert-butyl3-fluoro-4-oxopiperidine-1-carboxylate tert-butyl3-oxopropylcarbamate 2,2-dimethylcyclohexanone 9H-carbazole-3-carbaldehyde N,N-dimethyl-2-oxoacetamide 2-methylpent-4-yn-2-ol 3-tert-butyl-4-hydroxybenzonitrile 4-bromo-2-tert-butylphenol 1,3-dibutoxypropan-2-ol methyl4-hydroxyquinoline-6-carboxylate methyl3-cyano-4-hydroxybenzoate 4-chloro-6-methoxyquinolin-7-ol 3,4-dihydro-2H-benzo[b][1,4]oxazin-7-ol 2-(2-aminothiazol-5-yl)ethanolhydrochloride (R)-ethyl2-chloropropanoate (S)-4-amino-5-(4,4-dimethylcyclohexylamino)-5-oxopentanoicacid (1s,4s)-4-hydroxycyclohexanecarboxylicacid (S)-2-(tetrahydrofuran-3-yloxy)aceticacid (1S,4R)-1-methyl-4-(prop-1-en-2-yl)cyclohex-2-enol (R)-4-(hydroxymethyl)oxazolidin-2-one (S)-4-(hydroxymethyl)oxazolidin-2-one 化工資訊 8月7日，立秋，收獲的季節(jié)即將來臨。雖然暑熱仍未完全消散，但許多行業(yè)已經(jīng)開始為“金九銀十”的傳統(tǒng)旺季醞釀漲價行情，有的已經(jīng)提前啟動。從受益供給側(cè)改革的煤炭、有色金屬，到建材系的水泥、玻璃，再到基礎(chǔ)化工類的產(chǎn)品，再到白酒行業(yè)，一波“漲價潮”正在現(xiàn)貨市場涌動暗流。
“2016年以來，資本市場紛紛上演‘漲價盛宴’，總體看商品價格反彈受益于靠供給改善而非需求的擴張，高附加值工業(yè)品的漲價則與行業(yè)寡頭協(xié)同調(diào)價有關(guān)。部分商品漲價趨勢依然能夠繼續(xù)，具備主題投資機會，投資者可密切關(guān)注漲價產(chǎn)品的相應生產(chǎn)企業(yè)及漲價聯(lián)動收益企業(yè)?！睎|興證券分析師鄭閔鋼、范子銘表示。
水泥提價超預期
7月下旬以來，全國水泥價格大幅調(diào)漲，上漲區(qū)域集中在河北、河南、遼寧、陜西等北方省份，南方地區(qū)僅貴州等個別省份存在推漲情況。河北、河南、陜西水泥推漲幅度較大，大企業(yè)報價上漲30-70元/噸不等，遼寧、貴州企業(yè)則推漲20元/噸左右。
“水泥旺季提價幅度或超預期。”海通證券分析師邱友鋒指出，由于8月下旬至9月上旬是旺季需求啟動時點，加之前期大雨洪水壓抑了部分需求，天氣好轉(zhuǎn)后前期受壓抑需求將集中釋放。因此預計在G20限產(chǎn)期間華東區(qū)域水泥將出現(xiàn)短期供給緊張局面。三季度華東水泥價格大幅回落，目前價格基數(shù)不高。企業(yè)提價意愿強烈，預計部分主導企業(yè)將借短期供給緊張格局大幅推漲水泥價格。預計四季度華東水泥價格漲幅在50元/噸以上，超出前期市場預期。
