Wholesale chemicals current state of chemical product purchases

Wholesale chemicals continue to maintain the "recommended" investment rating of the specialty chemicals sub-industry, and focus on the recommendation of the specialty chemicals in the field of Jinfa Technology, Xinan Shares, Yantai Wanhua Shares, Transhua Shares, Demei Chemical, etc. In the second half of 2007, our overall idea is still to look for long-term shareholders to create value for high-quality enterprises, while taking into account the reality of the upward economic cycle in the field of chemical raw materials, focusing on the stage of investment opportunities. 

At the same time, we are concerned that whether in the field of specialty chemicals or raw materials, technological progress and consumption upgrading have become the main reasons for guiding enterprises to success. Specialty chemical manufacturing and potash at both ends of the chemical industry chain remain good investment targets. 

The specialty wholesale chemicals industry is the sub-industry that best fits the two investment logic of consumption upgrading and technological progress in the chemical industry. 

The development of modified plastics, reinforced composite materials, silicone, MDI industry depends on the improvement of the material quality requirements of the industrial sector and the construction sector, and the development of dye additives depends on people's requirements for the upgrading of textiles. The main advantage of the potash industry is the monopoly of natural resources, its business model is simple, stable, and future growth is clear. 

For wholesale chemicals raw materials, with the upgrading of consumption and the structural change of the industry itself, spandex, differentiated high-grade chemical fiber, etc., has gradually begun a new round of business cycle in 2006, and the strong recovery of spandex has driven the upstream BDO production enterprises; The cycle of bulk raw materials such as chlor-alkali and soda ash has also begun to rise, bringing phased investment opportunities.

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