--- title: "The prices of key chemical products have risen significantly, the chemical sector has been repeatedly active, and the coal chemical direction leads the rise" type: "News" locale: "en" url: "https://longbridge.com/en/news/280942678.md" description: "On March 30th, the chemical sector was active, with coal chemical and pesticide directions leading the gains, and LZCIC hitting the daily limit. Key chemical product prices rose significantly, with methanol prices increasing by about 38.9% compared to the end of February, and bromine rising by over 50%. The PTA market price rose by 160 to 6730 on March 27th due to rising costs. The phenol market price reached a new high, and the market outlook for April is optimistic. Bank of China Securities forecasts that by 2026, industry expansion will be nearing its end, and traditional chemical leaders are expected to see performance improvements. In the short term, attention should be paid to the impact of geopolitical conflicts on crude oil and petrochemical products" datetime: "2026-03-30T02:19:10.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/280942678.md) - [en](https://longbridge.com/en/news/280942678.md) - [zh-HK](https://longbridge.com/zh-HK/news/280942678.md) --- # The prices of key chemical products have risen significantly, the chemical sector has been repeatedly active, and the coal chemical direction leads the rise On March 30, the chemical sector has been active recently, with coal chemical and pesticide directions leading the gains. LZCIC, Zhongnong United, and Suli Co., Ltd. hit the daily limit, while Jinmei Technology had three consecutive limit-ups, and Jiangsu Sop, Zanyu Technology, Nongda Technology, Baofeng Energy, and Jinzhengda followed suit. In terms of news, according to data from the business community and industry reports, the prices of key chemical products have risen significantly, with methanol prices in the southwestern market increasing by about 38.9% compared to the end of February, bromine prices rising over 50% within the month, and fertilizers such as urea and potassium fertilizer also generally increasing in price since March. Recently, the cost has driven PTA market prices upward again. On March 27, PTA spot prices rose by 160 to 6730. Affected by changes in the Middle East situation, the PTA market rebounded after a decline last week. During the week, there were signs of easing in the Middle East situation, leading to a sharp drop in international oil prices, which caused PX to fall back. Coupled with the accumulation in the supply-demand balance sheet, PTA market prices fell from high levels during the week. However, as the weekend approached, with the prospects of US-Iran negotiations unclear, crude oil and raw materials strengthened again, driving PTA market prices upward once more. Overall, although there is accumulation in supply and demand, the rebound in oil prices has strengthened cost support, and in the short term, PTA market prices may mainly fluctuate with raw material prices. The actual trend still needs to pay attention to external news, equipment conditions, and cost support driven by crude oil. At the same time, phenol market prices have reached new highs. According to Zhuochuang Information, in March, under the backdrop of high costs and rising market risk aversion, phenol market prices showed an overall upward trend, approaching the highs of the past five years. With expectations of a tight supply chain, industry players remain somewhat optimistic about the market in April, and market prices may trend towards high levels. **Bank of China Securities points out** that looking ahead to 2026, this round of industry expansion is nearing its end, and measures such as "anti-involution" are expected to catalyze the recovery of industry profit bottoms. At the same time, new materials benefiting from the rapid development of downstream demand are expected to usher in a new round of high growth. In the short term, ongoing geopolitical conflicts continue to affect crude oil and the supply and transportation of some petrochemical products, exacerbating volatility. Focus on: 1. Large energy central enterprises; 2. Leading companies in coal chemical with stable and relatively low-cost raw material supply; 3. Leading fine chemical companies with a good supply-demand structure that can smoothly transmit costs. The medium to long-term investment main lines recommended are: 1. Traditional chemical leaders showing resilience in operations, laying out in new materials and other fields, with competitive capabilities improving against the trend, expected to welcome dual improvements in performance and valuation under the backdrop of industry recovery; 2. Continuous catalysis of "anti-involution," focusing on sub-industries with a continuously improving supply-demand structure, including refining, polyester, dyes, organic silicon, pesticides, refrigerants, and phosphorus chemicals; 3. Rapid development of downstream industries, with broad development space for companies in the new materials field. **Huachuang Securities** suggests the following investment main lines to focus on: 1. Coal chemical: Focus on products such as coal-to-olefins, coal-to-methanol, and calcium carbide PVC, related targets: 1) Olefins: Baofeng Energy, Satellite Chemical (gas head, raw materials from the United States); 2) PVC: Zhongtai Chemical, Xinjiang Tianye, Beiyuan Group, Junzheng Group, Xinjin Road; 3) PVA: Wanwei High-tech, Shuangxin Materials; 4) Urea: Hualu Hengsheng, Xinlianxin, Yuntu Holdings; 5) Other coal chemical products: Chengzhi Co., Ltd., Huayi Group, Luxi Chemical, Guanghui Energy, Jinniu Chemical, Yankuang Energy 2. Agricultural Chemicals: Yangnong Chemical (integrated pesticide leader), Xingfa Group (glyphosate leader), Jiangshan Co., Ltd. (glyphosate leader + innovative drug volume), Runfeng Co., Ltd. (overseas pesticide channel company), Lier Chemical (glufosinate leader), Limin Co., Ltd. (fungicide leader), Guangxin Co., Ltd. (phosgene pesticide leader), Hongtaiyang (paraquat + pyridine alkaloid leader), potassium fertilizer (Yaka International, Dongfang Iron Tower, etc.), urea (Hualu Hengsheng, etc.); ammonium phosphate (Xingfa Group, Yuntu Holdings, Yuntianhua, Chuanheng Co., Ltd., Xinyangfeng, Chuanfa Longmang, etc.). 3. Refrigerants: It is recommended to pay attention to leading enterprises with quota advantages and integrated resources in the industrial chain such as Juhua Co., Ltd., Sanmei Co., Ltd., Yonghe Co., Ltd., Haohua Technology, Dongyue Group, etc. ### Related Stocks - [600423.CN](https://longbridge.com/en/quote/600423.CN.md) - [516020.CN](https://longbridge.com/en/quote/516020.CN.md) - [516570.CN](https://longbridge.com/en/quote/516570.CN.md) - [516120.CN](https://longbridge.com/en/quote/516120.CN.md) - [159129.CN](https://longbridge.com/en/quote/159129.CN.md) - [159133.CN](https://longbridge.com/en/quote/159133.CN.md) ## Related News & Research - [ZAWYA: TA’ZIZ announces agreements valued at $28.5bln at Make it in the Emirates to expand UAE’s chemicals ecosystem](https://longbridge.com/en/news/285158693.md) - [Jiangsu Lopal Tech Adjusts Use of A-Share Proceeds for Investment Projects](https://longbridge.com/en/news/286440737.md) - [International Energy Agency Is Wrong To Forecast Coal's Demise](https://longbridge.com/en/news/286899857.md) - [Moscow oil refinery halted operations after Ukrainian drone attack on May 17th - Sources](https://longbridge.com/en/news/286950257.md) - [Record fuel costs and drought push US farms toward crisis](https://longbridge.com/en/news/286651701.md)