国泰君安-化工行业：重点化工品价格跟踪数据库

,,,证券研究报告,,,,,,

2024年3月1日,,,重点化工品价格每日跟踪数据库,,,,,,

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行业评级:,,增持,钟浩（分析师）,电话：邮箱：,zhonghao027638@,证书编号：,S0880522120008

,,,沈唯(分析师),电话：邮箱：,shenwei024936@,证书编号：,S0880523080006

,,,陈传双(研究助理),电话：邮箱：,chenchuanshuang027603@,证书编号：,S0880123060038

,,,王瑞健（研究助理）,电话：邮箱：,wangruijian028700@,证书编号：,S0880123070136

大类,产品,,当日价格（元/吨）,日涨幅,周涨幅,月涨幅,季涨幅,半年涨幅,年涨幅

氟化工,PVDF（华东粉料）,,59000,0.00%,0.00%,-5.60%,-15.71%,-9.23%,-48.70%

氟化工,PVDF（华东粒料）,,75000,0.00%,0.00%,0.00%,-9.09%,-6.25%,-48.28%

氟化工,PVDF（华东锂电池粘结剂）,,60000,0.00%,0.00%,-14.29%,-22.58%,-20.00%,-65.71%

氟化工,R142b(浙江三美),,19000,0.00%,0.00%,0.00%,0.00%,0.00%,-90.26%

氟化工,R142b(山东华安),,16000,0.00%,0.00%,0.00%,0.00%,,

氟化工,R22,,22500,0.00%,0.00%,9.76%,12.50%,12.50%,12.50%

氟化工,R134a,,31500,1.61%,1.61%,3.28%,18.87%,40.00%,31.25%

氟化工,R125,,41500,0.00%,5.06%,16.90%,53.70%,93.02%,66.00%

氟化工,R32,,24000,0.00%,4.35%,20.00%,45.45%,71.43%,65.52%

氟化工,R410a,,32500,0.00%,3.17%,18.18%,47.73%,75.68%,62.50%

氟化工,R143a,,57000,0.00%,0.00%,9.62%,80.95%,200.00%,

氟化工,PTFE,,45500,0.00%,0.00%,0.00%,0.00%,1.11%,-12.50%

氟化工,萤石粉,,3350,0.00%,0.75%,0.75%,-8.22%,0.75%,17.54%

氟化工,氢氟酸,,9650,0.00%,-1.03%,-1.03%,-7.39%,-4.93%,4.89%

有机硅,二甲基环硅氧烷DMC,,16700,1.83%,8.44%,9.15%,15.97%,24.63%,-4.57%

有机硅,金属硅3303,,15250,0.00%,-0.65%,-1.29%,-1.29%,3.04%,-17.34%

有机硅,金属硅441,,14850,0.00%,-0.34%,-1.33%,-2.30%,4.21%,-17.04%

有机硅,金属硅421,,15200,0.00%,-0.33%,-1.62%,-2.88%,2.01%,-17.62%

甜味剂,安赛蜜,,40000,0.00%,0.00%,0.00%,0.00%,0.00%,-38.46%

甜味剂,安赛蜜（安徽）,,38000,0.00%,0.00%,0.00%,0.00%,0.00%,-33.33%

甜味剂,三氯蔗糖,,140000,0.00%,0.00%,0.00%,0.00%,-6.67%,-33.33%

甜味剂,三氯蔗糖（安徽）,,130000,0.00%,0.00%,0.00%,0.00%,-5.80%,-31.58%

甜味剂,甲基麦芽酚,,65000,0.00%,0.00%,0.00%,0.00%,-7.14%,-27.78%

甜味剂,乙基麦芽酚,,60000,0.00%,0.00%,0.00%,0.00%,-7.69%,-14.29%

新能源材料,三乙胺,,14800,0.00%,-2.95%,-2.95%,-5.43%,-8.92%,-10.30%

新能源材料,POE,,18500,0.00%,0.00%,0.00%,-7.50%,-2.63%,-7.50%

新能源材料,EVA,,12400,0.00%,3.33%,3.33%,1.64%,-8.15%,-27.91%

新能源材料,SP导电剂,,105000,0.00%,0.00%,0.00%,0.00%,,

新能源材料,碳纳米管导电剂,,42500,0.00%,0.00%,0.00%,0.00%,,

新能源材料,乙炔炭黑锂电池级,,92500,0.00%,0.00%,0.00%,0.00%,,

新能源材料,顺酐,,7100,0.00%,0.00%,3.65%,-1.39%,-7.79%,-5.33%

新能源材料,聚醚胺D230,,15000,0.00%,0.00%,-3.23%,-18.92%,-18.92%,-23.08%

煤化工,动力煤（Q5500）,,759,0.00%,0.00%,0.26%,-2.32%,5.86%,-25.81%

煤化工,碳酸二甲酯（工业级）,,3800,0.00%,-1.30%,-1.30%,-6.17%,-11.63%,-24.00%

煤化工,碳酸二甲酯（电池级）,,4700,0.00%,0.00%,0.00%,0.00%,5.62%,-16.81%

煤化工,BDO（华东散水）,,9300,0.00%,0.00%,0.00%,-2.62%,-18.78%,

煤化工,尿素,,2230,-0.45%,-0.89%,1.36%,-8.98%,-14.56%,-18.91%

煤化工,甲醇,,2765,-1.07%,2.41%,5.53%,11.04%,8.01%,1.84%

煤化工,醋酸,,2975,0.00%,-0.83%,-4.03%,-7.03%,-23.72%,-0.83%

煤化工,DMF,,4790,0.00%,0.00%,0.00%,-1.24%,-15.96%,-12.91%

煤化工,炭黑,,8400,0.00%,1.20%,5.66%,0.60%,-4.00%,-12.04%

煤化工,己二酸,,10050,-0.50%,-1.47%,1.52%,14.86%,6.91%,2.55%

氯碱,电石法PVC,,5640,0.09%,0.71%,1.62%,0.27%,-9.40%,-10.48%

氯碱,乙烯法PVC,,6000,0.00%,0.00%,0.00%,-2.44%,-9.43%,-11.11%

氯碱,32%离子膜烧碱,,902,0.45%,1.12%,4.28%,-3.01%,-0.33%,-14.10%

氯碱,片碱,,3270,0.00%,1.55%,6.51%,4.81%,-2.97%,3.15%

氯碱,电石,,3204,0.00%,0.00%,-3.03%,-0.71%,-12.39%,-16.63%

氯碱,轻质纯碱,,2030,-0.20%,-1.74%,-7.35%,-23.88%,-34.37%,-26.37%

氯碱,重质纯碱,,2141,-0.60%,-5.22%,-9.32%,-24.51%,-34.82%,-27.86%

染料,分散黑,,21,0.00%,0.00%,0.00%,0.00%,0.00%,-8.70%

染料,活性黑,,21,0.00%,0.00%,0.00%,0.00%,0.00%,0.00%

钛白粉,金红石型钛白粉,,17100,0.00%,0.00%,3.01%,0.59%,1.18%,6.88%

钛白粉,锐钛型钛白粉,,15000,0.00%,0.00%,1.35%,4.90%,5.63%,8.70%

钛白粉,锦州钛业PR-501（氯化法）,,19500,0.00%,0.00%,0.00%,0.00%,-1.02%,8.33%

钛白粉,钛精矿,,2480,0.00%,0.00%,0.00%,0.00%,0.81%,3.33%

聚氨酯,聚MDI,,17200,0.58%,1.78%,6.83%,9.55%,0.00%,2.99%

聚氨酯,纯MDI,,21100,0.00%,1.44%,5.50%,0.96%,-2.76%,4.46%

聚氨酯,TDI,,17100,0.00%,1.18%,3.01%,4.27%,-5.00%,-10.00%

聚氨酯,软泡聚醚,,9075,0.00%,0.00%,-1.09%,-2.42%,-11.03%,-15.97%

聚氨酯,硬泡聚醚,,9100,0.00%,0.00%,-0.27%,-1.09%,-5.70%,-12.50%

农药,草甘膦,,25500,0.00%,0.00%,0.00%,-6.59%,-17.74%,-37.80%

农药,草铵膦,,58500,0.00%,0.00%,-4.10%,-16.43%,-3.31%,-55.00%

农药,麦草畏,,61500,0.00%,0.00%,0.00%,-5.38%,-8.21%,-15.75%

农药,百草枯,,12800,0.00%,0.00%,-5.19%,-8.57%,-20.00%,-39.05%

农药,吡虫啉,,85000,0.00%,-1.16%,-1.16%,-7.61%,-5.56%,-29.17%

农药,高效氯氟氰菊酯,,110000,0.00%,-4.35%,-6.78%,-10.57%,-15.38%,-37.14%

农药,联苯菊酯,,140000,0.00%,-3.45%,-5.41%,-6.67%,-12.50%,-36.36%

农药,氯氰菊酯,,165000,0.00%,0.00%,0.00%,0.00%,0.00%,0.00%

农药,代森锰锌,,23000,0.00%,0.00%,0.00%,-4.17%,0.00%,-4.17%

农药,嘧菌酯,,150000,0.00%,0.00%,0.00%,-6.25%,-9.09%,-39.52%

农药,吡唑醚菌酯,,160000,0.00%,0.00%,0.00%,-6.98%,-11.11%,-37.25%

化纤,棉花,,17711,-0.30%,0.36%,1.28%,4.90%,-5.30%,11.07%

化纤,粘胶短纤,,13700,0.00%,0.00%,3.01%,2.24%,2.24%,1.48%

化纤,浆粕,,5025,0.00%,1.52%,2.55%,8.06%,13.56%,4.15%

化纤,氨纶40D,,31000,0.00%,0.00%,0.00%,0.00%,0.00%,-13.89%

化纤,氨纶20D,,35000,0.00%,0.00%,0.00%,0.00%,-2.78%,-12.50%

化纤,PX,,8600,0.00%,-1.15%,-1.15%,3.61%,-5.49%,1.18%

化纤,PTA,,5900,-0.42%,-0.59%,-1.26%,4.52%,-4.84%,2.43%

化纤,乙二醇,,4595,0.00%,-1.39%,-3.16%,12.79%,12.35%,7.61%

化纤,涤纶长丝POY,,7925,0.00%,0.63%,2.92%,-10.45%,-9.94%,-7.85%

化纤,锦纶长丝,,19500,-0.51%,-0.51%,1.30%,5.41%,4.84%,7.14%

化纤,己内酰胺,,13600,-0.37%,-3.03%,-0.73%,4.21%,6.67%,8.15%

化纤,原油（美元/桶）,,78,-0.36%,2.31%,3.18%,5.66%,-8.52%,0.13%

磷化工,磷酸一铵,,3150,0.00%,0.80%,0.00%,-10.64%,-1.56%,-5.97%

磷化工,磷酸二铵,,3668,0.00%,0.00%,0.00%,-0.92%,1.78%,-3.42%

磷化工,磷矿石,,1020,0.00%,0.00%,0.00%,0.00%,13.33%,-7.27%

磷化工,磷酸,,7000,0.00%,0.00%,0.00%,-6.67%,-5.41%,-19.54%

化肥,氯化钾,,2390,2.14%,-16.43%,-16.43%,-16.43%,-10.15%,-31.71%

化肥,氯化铵,,480,0.00%,0.00%,0.00%,-22.58%,-26.15%,-63.08%

化肥,复合肥,,3000,0.00%,0.00%,0.00%,-3.23%,0.00%,-11.76%

化肥,硫酸钾,,3250,0.00%,-1.52%,-1.52%,-8.45%,-7.14%,-18.75%

化肥,磷酸氢钙,,2300,0.00%,0.00%,0.00%,-6.12%,-4.17%,-19.30%

化肥,磷酸二氢钙,,3500,0.00%,6.06%,5.26%,4.57%,0.72%,-7.89%

营养品,维生素A（元/kg，分组下同）,,69,0.00%,0.00%,0.00%,0.00%,-15.43%,-23.89%

营养品,维生素E,,59,0.00%,0.