According to the ANRPC report, Malaysia yield on the previous ten months fell 9.9%, Chinese fell 7%, Thailand grew only 2.9%, 0.5% growth in Indonesia, Vietnam is relatively stable, up to 4.4%. The whole year is expected to increase in the global supply of less than 2%.

This year’s consumer than expected and release due to insufficient supply of domestic rubber stocks continued to digest, tight spot situation continued to increase, the Qingdao Free Trade Zone stock return to 100 thousand tons, the old warehouse has a smooth transition of latex, 10 tens of thousands of tons of goods due to the smooth flow of cash market price stability and digestion, so continue to exceed the expected rise.

The future is still worthy of attention including the latex products demand highlights, raw material circulation problems in Burma’s political risk, and Trump in the American version of four trillion infrastructure projects.

It is understood that the downstream tire enterprises hot situation continues, the current orders generally lined up, construction is still high before the spring festival. Raw material from the end of November, December, Yunnan, Hainan, Southeast Asian producing area will gradually stop cutting into the period, new supply is gradually reduced, the market will stop cutting test period inventory stock supply situation will continue. The expected 2017 year in the two quarter, the spot will continue to reflect the contradictions, the two quarter prices can be expected.

After the reorganization of supply chain value return and restocking will continue

From the point of view of a longer cycle, rubber after 6 consecutive years of decline, the whole supply chain is seriously damaged, repair the current from the start price will continue to expand.

Over the past few years, in the upper reaches of decline damaged in the most prominent, the price has exceeded the limit of long-term cost, caused the rubber farmers abandoned the shortage, cut, glue factory bankruptcy integration. The middle reaches of the trade circulation continuous passive to speculation, to the inventory, the spot level after the mighty wave crashing on a sandy shore short of energy has already cut. The downstream long-term maintenance of low inventory purchasing strategy, but benefit from raw materials, sustained low end market demand expansion, the overall scale and profits continue to grow.

The current rally is to repair the entire rubber supply chain value distribution, the future upstream of the dilemma will be improved, the whole industry restocking will be further expanded. Rubber will be accompanied by other commodities in the macro fundamentals, fundamentals, techniques, funds face multiple bullish superposition, prices continuing steadily upward. In the long term, to confirm the long-term value of natural rubber in the long.

This year’s super rubber demand is expected to improve, supply is still subject to interference factors of early – suppression and weather, released less than expected, the year of rubber balance sheet repair, supply gap has emerged, grant funds to further participate in the opportunity to do more and reason.

From the figures, the 2016 global natural rubber demand growth up to 4%, the incremental part of nearly 500 thousand tons, of which part of the growth of more than 300 thousand tons of Chinese increment.

Since the beginning of the global car market steadily rise, Chinese, North America, Europe, Japan, Brazil, several major car market before the three quarter of the cumulative increase of 5.65%, compared with last year’s low rebound.

This is a large increase in tire sales Chinese years, overseas economic recovery brought export orders, to promote large-scale domestic heavy truck supporting hot market growth. In addition, the domestic latex and new demand highlights appear continually.

Rough estimates, annual steel tire rubber consumption growth (love based, net, information) (up to 220 thousand tons of steel supporting increment of about 80 thousand tons, exports nearly 100 thousand tons, about 40 thousand tons of replacement), by using tire rubber consumption growth of nearly 80 thousand tons, 60 thousand tons of latex consumption increment. Correspondingly, low-cost and uncertain factors for the negative impact of the supply is still reflected in the.

Low prices lead to insufficient labor recruitment, in not fully open cut, Malaysia, China production continued negative growth, northern Thailand, Vietnam, Laos, Kampuchea, Burma and other places in Southeast Asia is slowing down; this year overall climate anomalies, cut the delay, too much rain during the rainy season, obvious effect on the yield; in addition the political factors in the the impact of supply, Burma government and local armed War affected Yunnan part of the factory at the end of the supply of raw materials.

since the fourth quarter, commodity futures funds and domestic financial markets become the center of attention. All kinds of LED products in just two months time to black, rose shirupozhu. Rubber equally eye-catching performance, the 19615 main 1705 contract from August 31st 12220 up to November 28th, the largest increase of 60%.

Review of this rally, on the surface due to the liquidity of capital under the background of futures products favored; multi-level rubber supply and demand to improve itself can not be ignored; if we discuss the driving forces behind, will see in the adjustment of the industrial chain for several years, the link is full of value chain and repair in the period of restocking, which displays a strong force.

The city became the capital pool of incremental funding continued strong sentiment to do more

Since the beginning of the water flow of funds from domestic general level of well-off, the hot real estate market is a big evidence. The devaluation caused inflation expectations also let the market trend for the future commercial growing confidence. In addition, the stock market and financial futures market towardslightly, stock funds looking for more investment opportunities, commodity futures become a priority choice and its allocation.

The futures market has gradually become the funds of the reservoir, and the incremental funds generally for commodities highly optimistic, continued strong sentiment to do more. The annual cycle, many commodities rose nearly doubled, industry funds have been used to bear the environment and rhythm, so people rally so many years of employment amazed.

Rubber demand than expected improvement in surplus situation has been reversed

Silver ten” to create brilliant market steady waves of pesticide

as we all know, Hangzhou in September held a grand G20 summit, in order to meet such a glorious moment, the state issued many policies to encourage. To host the summit a few days, and even can be said to be a few days, Jiangsu and Zhejiang in response to the call made outstanding contributions to create a “blue Zhejiang”. Take the chemical companies, the first half of the summit will continue to enter the restricted period of production equipment. With the success of G20 summit, Zhejiang chemical manufacturers have started, the market gradually start.

Now, the country more stringent environmental protection, environmental policy, which has brought enormous challenges to the chemical industry, chemical enterprises are facing transition, must consider is “can no longer take the extensive economic path”! Especially on the part of small and medium-sized enterprises to improve and upgrade the production cost of the machine, the pressure is enormous.

In the “Kim Gu” period, some chemical products have remarkable positive pull up crazy, “silver ten” part of products now on the market of basic raw materials and intermediates to significantly increase the price at the same time, there are still a lot of technical products market rose varieties.

October 29th, WTO announced the China v. United States anti-dumping case report of the expert group. The expert group to support China’s main claim, expert group to support China’s main claim.

The Department of treaty and law department responsible person said that the group of experts to support China’s main claim that the US anti-dumping measures initiated in the target (for a particular type of product dumping dumping and dumping margin calculation), tax rate respectively (discriminatory refusal to give Chinese export enterprise tax rate respectively in violation of WTO rules and practices). The United States ruled that the 13 anti-dumping measures violate WTO rules, China welcomes.

The Ministry of Commerce pointed out that the case involves significant trade benefits china. China urges the U.S. to respect the WTO ruling mistake to correct the abuse of trade remedy measures as soon as possible, to ensure that the enterprise competition China fair international trade environment. China is currently evaluating the panel report, and according to the WTO dispute settlement procedures to do follow-up work.

It is reported that the case involving Electromechanical, light manufacturing, and many other industries, the export amount of approximately $8 billion 400 million.

Conductive agent agent with less impact, new conductive agent edge previews. The conductive agent has great influence on the electrochemical performance of lithium ion batteries, carbon black and graphite belongs to the traditional conductive agent, new conductive agents include vapor grown carbon fibers (VGCF), carbon nanotubes (CNTs), graphene (Graphene) etc.. From the performance point of view, compared to traditional carbon nanotubes and graphene conductive agent has obvious superiority, but both of them, the pole piece graphene electrode has a lower resistance, and it can make the density bigger, more superior performance.

Electrolyte of lithium battery in monosodium glutamate

Six new lithium salt lithium fluoride deficiency significantly, which launched new lithium salts. Although the performance of LiPF6 has been good, but because of their own shortcomings, is still not enough to meet the requirements of high power energy storage material, need to constantly develop and quite LiPF6 electrochemical properties, and can avoid the disadvantages of the excellent new electrolyte salts.

The lithium salt with different properties and structure of the composite, the composite salt electrolyte reflects some simple electrolytes do not have excellent performance, become the focus of research. For example, from the industrialization of recent LiFSI in the practical application, more is the use of LiPF6 and mixed, currently South Korea battery enterprises in the high-end applications such batteries.