Glyphosate Reproduces the "Reinvention" Quotes

On the 25th, the 2012 chemical star glyphosate attracted some market funds again. Lil Chemical jumped 5.08% sharply and closed up 2.23%, Beihai Guofa gained 2.74%, Hunan Haili gained 2.04%, Red Sun rose 2.11%, and last year's star glyphosate stock Jiangshan shares rose 1.61%.

With the arrival of the spring plowing season, the glyphosate industry, which should have entered a period of sharp rises in operating rates, has recently seen an overall decrease in the operating rate of the industry due to the strengthening of environmental protection verification. According to industry insiders, the current supply of glyphosate is extremely tight, and factory orders have already been placed in mid-to late April. In this context, some companies have raised the price of glyphosate. Last week, the factory price of Xin'an was raised by 4.7%. Other companies also followed the upward adjustment action. The analysis pointed out that while the current price of glyphosate continues to rise due to tight supply, the prices of raw materials diethanolamine and glycine are stable, making profits gradually concentrated in the production of glyphosate, and the level of gross margin of the industry has risen.

Under the influence of multiple factors such as the increasingly strict environmental protection verification and strong downstream demand, the supply of glyphosate is very tight. Yang Chao, an analyst at Great Wall Securities, believes that follow-up prices will continue to rise, given that the pattern of supply and demand is unlikely to change significantly in the short term. Firms with stable technology product reserves and stable customers will continue to maintain relatively high growth. Concerned about the quarterly stocks that are expected to have substantial growth, there are shares of Lianhua Technology and Huifeng.

BOC International Su Wenjie pointed out that as the price of pesticide products including glyphosate continues to rise, it is expected that the pesticide sector will maintain a higher degree of prosperity this year. Investors are advised to pay attention to investment opportunities such as Xinan shares such as glyphosate leading and Yangnong Chemical, Evergreen shares, Huifeng shares.

In yesterday's session, glyphosate, a star chemical in 2012, once again attracted some market funds. Lil Chemical jumped 5.08% sharply and closed up 2.23%, Beihai Guofa gained 2.74%, Hunan Haili gained 2.04%, Red Sun rose 2.11%, and last year's star glyphosate stock Jiangshan shares rose 1.61%.