Dye Prices Continue To Rise, Continue To Bullish Industries

< p > from < a href= "//www.sjfzxm.com/news/index_c.asp" > traders > /a > and listed companies, we know that the price of disperse black is 1000 yuan / ton to 45 thousand yuan / ton, and the price of other disperse dyes is 2000 yuan / ton.

The price rise is in line with the recent hints of Minsheng securities. In the market generally pessimistic about dyes, we dare to watch the dyestuff industry.

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< p > the price rise time is slightly higher than expected, mainly due to the closure of some intermediate enterprises in the northern part of Jiangsu Province.

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< p > because of the shortage of sewage treatment facilities in North Jiangsu Industrial Park, disperse dyes will continue to produce capacity.

Moreover, due to patent restrictions, disperse dyes will remain stable before 2019, and prices will be stable and upward.

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< p > < a href= "//www.sjfzxm.com/news/index_c.asp" > market < /a > some people are too pessimistic about reactive dyes. We are still optimistic about the current situation.

The main reason: Recently, there are rumors that many regions will have new capacity of producing H acid. We know that because of the more than a href= "//www.sjfzxm.com/news/index_c.asp" > H < /a > by-product waste water, the comprehensive treatment is more difficult, and the project is difficult to pass examination and approval.

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The new technology of < p > Jihua twenty thousand tons may be put into operation at the end of the year. However, due to the limitation of COD index, the original twenty thousand ton capacity will be shut down without affecting the overall structure of the industry.

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Since the "zero action" in Jiangsu and Zhejiang in July 1st, P has closed up over 100 small printing and dyeing enterprises, and the concentration of printing and dyeing industry has been improved, which is conducive to the increase of printing and dyeing fees.

At the same time, it is also conducive to the pmission of dye prices to the downstream.

Good for the industry.

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< p > profit forecast and investment suggestion: the rising price of dyestuff eliminates the market's concern about dye price, and the new environmental protection law will bring super expected factors to dye.

Short term is conducive to industry valuation repair.

Actively recommend Zhejiang Longsheng, Ru Tu shares and Haixiang pharmaceutical.

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