Helmet explodes! Can raw materials increase by more than one thousand yuan replace melt blown materials into a new favorite?

category:Finance
 Helmet explodes! Can raw materials increase by more than one thousand yuan replace melt blown materials into a new favorite?


Helmets become hot words, which production materials are directly affected? According to Cui Jing, an analyst of jinlianchuang chemical industry, who analyzed the reporter of Beijing News, the commonly used shell materials are mainly ABS, PC / ABS, PC, glass fiber reinforced materials, carbon fiber composite materials, etc.; the buffer layer plays a buffering effect when encountering strong impact, usually made of materials that can absorb collision energy, are non-toxic, harmless, sweat absorption and air permeability, and most of the buffer layers are made of foamed styrene (EPS uff09Materials.

ABS and EPS, the most direct materials related to helmets, take the opportunity to stir fry. According to the data of jinlianchuang, the market price of ABS rose by 1000-1500 yuan / ton in general at the end of last week and the beginning of this week, and that of some brands was close to 2000 yuan / ton; EPS was relatively rational, with an increase of 100-200 yuan / ton; at the same time, PS benefited from an increase of 200-500 yuan / ton.

In the heat of safety helmet, styrene futures rose sharply on Monday, closing price at 5731 yuan / ton, settlement price at 5699 yuan / ton, 172 yuan / ton month on month, up 3.09% At the same time, the East China spot market closed at 5430-5450 yuan / ton, up 130 yuan / ton, surpassing the high of early April.

Its undeniable that Mondays strong performance was boosted to a large extent by the hype of the one helmet area policy, but the sharp rise in the crude oil market in the day also led to the general rise of the overall chemical products, and the recent strong performance from the cost side also played an indispensable driving force for the rising price of styrene, Cui said

The demand for raw materials is lower than the theoretical value, so it is difficult to form a sustained driving force

Cui Jing further said that according to the forecast of 100 million helmet demand, according to the data of top sellers of tmall, the weight of a single helmet is basically Zero point five - 0.7kg , equivalent to the amount of ABS used in Three point five 10000-50000 tons, equivalent to 10000 EPS- One point four 10000 tons, equivalent to the total amount of styrene in Three point two Ten thousand- Four point five Million tons. Although some of the downstream models have been speculation, it is undeniable that the actual demand for chain products accounts for a very small proportion, almost negligible.

For the performance of styrene market, the main reason is the release of long sentiment caused by the lack of driving force for the recent market breakthrough. In the near future, the heat of mask speculation has just passed, and the enthusiasm of helmet speculation reappears, but relatively speaking, the demand volume of mask depends on domestic and international demand is large, and the replacement frequency is high. After the helmet needs to be purchased for a short time, the continuous purchase volume is insufficient. At present, there is no relevant national standard in the field of electric vehicle helmets, so the production of electric vehicle helmets cannot be standardized temporarily, and the audience and demand are large Compared with the mask, it is out of reach.

Cui Jing believes that in terms of styrene itself, the domestic styrene load has recently recovered to the highest level since the Spring Festival. At the same time, the arrival of imported ships is normal, and the domestic trade ships are concentrated to supplement East China. The wharf inventory is facing the expectation of recovery. The market is transiting from tight balance to loose balance in the previous period, which also suppresses the markets continued good space. However, at present, the support from the upstream cost end is relatively strong, and the downstream maintains high load operation under the support of early orders, especially under the vent of helmet heating and speculation, there is still a short-term push up expectation, which is bound to play a strong role in the styrene short-term market. Therefore, in the near future, styrene is expected to maintain the trend of strong price shocks, but there is relatively insufficient space to continue to rush higher, so it is necessary to be cautious. In a short period of time, the demand for helmets has increased significantly, the price of helmets has risen sharply, and the prices of raw materials such as ABS and PC have risen sharply. But over time, it has gradually returned to rationality, and the helmet has a high rate of repeated use, and the market demand is not as large as masks. It is recommended to deal with it rationally and invest cautiously. Zhou Dongchao, an analyst with jinlianchuang plastics, also expressed similar views to the reporter of Beijing News. Beijing News reporter Zhang Shuxin Editor Li Weijia proofreader Li Shihui source: Beijing News Editor in charge: Zhong Qiming_ NF5619

Cui Jing believes that in terms of styrene itself, the domestic styrene load has recently recovered to the highest level since the Spring Festival. At the same time, the arrival of imported ships is normal, and the domestic trade ships are concentrated to supplement East China. The wharf inventory is facing the expectation of recovery. The market is transiting from tight balance to loose balance in the previous period, which also suppresses the markets continued good space. However, at present, the support from the upstream cost end is relatively strong, and the downstream maintains high load operation under the support of early orders, especially under the vent of helmet heating and speculation, there is still a short-term push up expectation, which is bound to play a strong role in the styrene short-term market. Therefore, in the near future, styrene is expected to maintain the trend of strong price shocks, but there is relatively insufficient space to continue to rush higher, so it is necessary to be cautious.

In a short period of time, the demand for helmets has increased significantly, the price of helmets has risen sharply, and the prices of raw materials such as ABS and PC have risen sharply. But over time, it has gradually returned to rationality, and the helmet has a high rate of repeated use, and the market demand is not as large as masks. It is recommended to deal with it rationally and invest cautiously. Zhou Dongchao, an analyst with jinlianchuang plastics, also expressed similar views to the reporter of Beijing News.