Hong Kong stocks concept tracking | More than ten leading chemical companies at home and abroad announced price increases, chemical industry segmentation industry chain or valuation return (with concept stocks)

The recent "Double 11" shopping festival saw a noticeable decrease in popularity compared to previous years. Various complicated discounts and promotions failed to boost the popularity of both online e-commerce platforms and offline supermarkets. Traditional industries, such as the paint and chemical sector, also failed to capitalize on this trend. According to news from the "Paint Procurement Network", from the traditional busy season of "Golden September, Silver October" to the Double 11 shopping festival, low prices did not stimulate much sales. At the same time, the global supply chain crisis, the ongoing US presidential election, and geopolitical conflicts continue, and under the pressure of limited oil production, some chemical companies are beginning to plan price increases, with some already gradually announcing price hikes. In specific details: - Toluene: The price range in the East China region is 5600-5640 yuan/ton, a slight increase of 40 yuan/ton compared to the previous trading day. - Acrylic acid: Wanhua Chemical Group's East China price is 7050 yuan/ton, an increase of 100 yuan/ton since the beginning of the month. - Caprolactam: Shandong Hualu-Hengsheng Chemical's East China price is 10750 yuan/ton, an increase of 100 yuan/ton. - Fluorite: The ex-factory price in Shangrao Hengtong Mining has increased by 100 yuan/ton to 3700 yuan/ton, while Hongteng Fluorite in Guanyang County has increased by 100 yuan/ton to 3650 yuan/ton. - Acrylonitrile: Lihua Yi increased by 100 yuan/ton to 9100 yuan/ton, with negotiations for actual transactions. Jiangsu Serbant Petrochemical's November listed price increased by 200 yuan/ton to 9500 yuan/ton. - EVA: Yangzi BASF Petrochemical's V6110MC increased by 100 yuan/ton to 10100 yuan/ton. - Ethyl acetate: Yankuang Guotai Chemical's price increased by 50 yuan/ton to 5720 yuan/ton. - Liquid ammonia: Shandong Shuntian liquid ammonia price increased by 50 yuan/ton to 2950 yuan/ton. - Urea: Shandong Ruixing Chemical's ex-factory price is 1800 yuan/ton, an increase of 10 yuan/ton. In addition, ammonium sulfate, MDI, phenol, and BDO in some regions have also increased simultaneously. Although the magnitude is generally small, the consistency is strong. The rising prices of these raw materials have also brought pressure to the paint industry. Gold Horse Coatings (Shanghai) recently stated that due to the drastic fluctuation of the RMB against major global currencies, supply risks caused by regional conflicts, increased transportation costs, and continuous new product and technology upgrades have further raised manufacturing costs. They will implement a new price list starting from November 1, 2024, with price adjustments for all product lines. Sub-industry chain companies in the chemical industry: SINOPEC CORP (00386), SINOPEC SEG (02386), L & M CHEMICAL (00746), YIP'S CHEMICAL (00408), CHINA SANJIANG (02198), TSAKER NE (01986), CHINA RISUN GP (01907), TIANDE CHEMICAL (00609), etc.