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playpinball| Hua 'an Securities: The real estate boom is expected to recover in the future, and chemicals in the real estate chain are expected to benefit

2024-05-21 12:08:05

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Gelonghui May 21| Hua 'an Securities recently pointed out that demand for chemical products is greatly affected by the real estate boom. At present, the prices and price differences of chemicals in the real estate chain are at historically low levels. As real estate policies are relaxed, the real estate boom is expected to recover in the future, and chemicals in the real estate chain are expected to benefit. In the real estate industry chain, the main raw material for wall insulation materials in building structures is polymeric MDI, and the raw material for glass is soda ash. There are many types of coatings and adhesives in the building decoration process, involving acrylic titanium dioxide, epoxy resin, PVA, etc. In terms of building-related accessories, raw materials for doors, windows, pipes, home appliances and other links include PVC, PE, PP, polymeric MDI and TDI. Product prices have been at a low level for a long time, and prices have generally increased at present.

playpinball| Hua 'an Securities: The real estate boom is expected to recover in the future, and chemicals in the real estate chain are expected to benefit