In this market research report, Technavio covers the present scenario and growth prospects of the global polyolefin market for 2017-2021. The report also presents the vendor landscape and corresponding detailed profiles of the key five vendors operating in the market. Vendors are selected based on their product portfolio and geographical presence. The base year is taken as 2016 for the whole report and forecasts are made with respect to the base year.In order to arrive at the market size, we have considered the sales of polyolefins in key applications in the automotive, construction, packaging, and consumer goods industries. The report considers sales generated from application areas such as films and sheets, injection molding, blow molding, fibers and raffias, and pipes. Individual market size and forecasts based on types and geography have been provided with detailed analysis for each segment. Forecasts are based on existing market conditions and the analyst's view on the market. The numbers have been rounded off in some of the cases. We have considered the global polymer market as the parent market, which was valued at $673.69 billion in 2016.

The flexible foam segment dominated the global polyurethane foam market. The segment accounted for a share of 52.64% in 2015. Flexible foams are widely used in cushioning; bedding; vehicle seats, arm, and head rests; carpet backing; and packaging. Rigid and spray polyurethane foams are extensively used in insulating walls and roofs. Rigid foams are also used in refrigerators. Spray polyurethanefoam segment will post the highest CAGR during the forecast period.

需求低于预期，供给收缩逻辑兑现且未来演进有待催化，化工品价格大多处于高位、向下压力较大，现阶段需精挑行业供需格局好、定价能力强、成本优势明显、盈利确定性高的子行业龙头企业，龙头可以通过自身的优势（成本、渠道、管理、品牌等）进一步扩大市场份额并提高盈利。推荐MDI龙头万华化学、煤化工龙头华鲁恒升、甜味剂龙头金禾实业、涤纶工业丝龙头海利得。

需求低于预期，供给收缩逻辑兑现且未来演进有待催化，化工品价格大多处于高位、向下压力较大，现阶段需精挑行业供需格局好、定价能力强、成本优势明显、盈利确定性高的子行业龙头企业，龙头可以通过自身的优势（成本、渠道、管理、品牌等）进一步扩大市场份额并提高盈利。推荐MDI龙头万华化学、煤化工龙头华鲁恒升、甜味剂龙头金禾实业、涤纶工业丝龙头海利得。

本周丙烯酸/丙烯酸丁酯华东市场价格分别为9000/10300 元/吨，较上周分别上涨4.7%/7.3%。受环保因素制约，目前国内丙烯酸装臵开工率仍旧维持在4-5 成的较低水平，市场现货紧张局面延续，厂家库存偏低，场内现货难求。本周丙烯华东市场价格为7050 元/吨，较上周持平。

OPEC的减产力度扩大不及预期致使原油价格下滑。5月25日OPEC会议决定延长减产计划至次年3月，保持原油120万桶/日减产力度不变，该预期低于市场预计的扩大减产规模，国际原油价格应声下跌。

近5 个交易日内市场整体处于震荡状态，沪深300 指数上涨0.36%，申万一级行业涨跌互现，家用电器、房地产和国防军工等行业涨幅居前。医药生物行业下跌0.08%，跑输沪深300 指数。子行业中医疗器械和医疗服务跌幅较大，化学制药上涨0.12%。

原材料降价，化工企业成本下行。上周WTI 和布伦特原油期货价格跌幅约3%，连续两周下跌。OPEC 减产幅度低于预期、美元原油供应预期增加等因素导致油价下行。同时，天然橡胶、天然气和煤炭等原材料供应过剩，价格也持续下跌。原材料价格下行，有利于化工企业降低生产成本，看好在产业链中具有较强溢价能力的公司。重点关注万华化学、桐昆股份、浙江龙盛等。