SCI(301299.SZ)

SCI: Fuel ethanol prices have fallen from high levels, and the short-term supply and demand tug-of-war continues

In late December, the price of Northeast fuel ethanol fell back. Supply and cost benefits had previously driven price increases, but weak gasoline demand in the off-season led to sluggish transactions. Production remains low, and high corn prices are affecting operating loads. It is expected that market prices will stabilize in the short term

According to data from SCI, as of December 19, the domestic crude oil price change rate is -3.96%, and it is expected that the retail price limit for gasoline and diesel will be lowered. The prices for 92# gasoline, 95# gasoline, and 0# diesel will be reduced by 0.13, 0.14, and 0.14 yuan per liter, respectively. The price adjustment window will be at 24:00 on December 22, 2025

Platinum rare limit up, palladium surge, what happened? How long can it last?

The prices of platinum and palladium have surged, mainly influenced by expectations of macro liquidity easing, tight spot supply, and resilient demand. The weakening of the US dollar and rising expectations of interest rate cuts by the Federal Reserve have lowered US Treasury yields and the holding costs of precious metals. Issues such as power shortages in South African mining areas have exacerbated supply-demand imbalances, driving prices up

In November, the decline in synthetic rubber was less than that of butadiene, and industry profits were restored

In November, the price decline of synthetic rubber was smaller than that of butadiene, and industry profits saw some recovery. SCI analyst Wang Yuanyuan pointed out that after the sharp drop in butadiene prices, the profits of downstream synthetic rubber were restored. In December, the supply of synthetic rubber was ample, and the demand side weakened due to seasonal demand, leading to a lack of support for prices. It is expected that there will still be a downward expectation for butadiene and synthetic rubber prices

After five years of sluggishness, it is reported that the price of white cardboard in mainland China has bottomed out and rebounded

The price of white cardboard in mainland China has rebounded after five years of sluggishness. Several pulp and paper companies have issued price adjustment notices, involving various types of paper, with an adjustment range of 50 to 200 yuan per ton, effective from late November to December 1, 2025. As of November 21, the market price of white cardboard was 4,214 yuan per ton, an increase of 2.48% compared to the end of October and a rise of 7.23% compared to mid to late August