Agrochemicals are the chemicals that aid in agriculture activities. They include fertilizers, pesticides, and plant growth regulators, which are used to enhance crop yields and protect them from pests. However, excess use of such chemicals is harmful to the environment, and hence, approvals and permits from governments are required before their utilization.

We have estimated the global solvent market by segmenting it on two levels including product, and region. On the basis of product, the market has been segmented into ketones, esters and others including alcohols, glycol ethers, hydrocarbons, chlorinated, acids, amines and ether esters. On the basis of region, the global market has been segmented as North America, Europe, Asia Pacific (APAC), Central & South America (CSA), and Middle East & Africa (MEA). North America includes U.S., whereas Europe includes Germany, UK, and France. Asia Pacific region includes China, India and Japan.

The mining chemicals market has been segmented based on product, application, and region. Based on product, the market has been segmented into frothers, flocculants, collectors, solvent extractants, grinding aids, and others. Other products include depressants, activators, and modifiers. Based on application, the market has been segmented into mineral processing, explosives & drilling, water & wastewater treatment, and others. Other applications include exploration, and emulsion explosives.

India is the second-largest producer and consumer of cement in the world after China, with 451mn tonnes per year (tpa) of cement production capacity as of March 31, 2018. India’s cement production is mostly dependent on residential and infrastructure construction, both of which are the subject of much investor interest. The industry is structured in unevenly distributed clusters, located close to raw material deposits of limestone and fly ash. Many cement manufacturers operate their own wind farms or thermal generation capacity units to insulate themselves from possible energy supply failure. Over the years, most thermal coal supply has shifted to the electricity generation sector, making cement manufacturers resort to petcoke. The latter, in turn, is known for its high carbon footprint and its use has, on multiple occasions, been subject to severe restriction by the authorities.

The global surfactants market has been broadly segmented based on product, application, and region. Based on product type, the market has been segmented into cationic, nonionic, anionic, and amphoteric surfactants. The other surfactants include silicone and fluoro surfactants, polymeric surfactants, and biosurfactants. Surfactants are used in home care products, personal care products, industrial & institutional cleaners, food processing, oilfield chemicals, agricultural chemicals, textiles, emulsion polymerization (plastics), paints & coatings, and construction.

We have segmented the PVC market on two levels, which include application and regional markets. Based on application, the market is segmented into construction, consumer, packaging, electrical & electronics, transportation and other applications. Regional markets analyzed include North America, Europe, Asia Pacific, Middle East & Africa and Central & South America. Additionally, the market for PVC in China is analyzed in the report under Asia Pacific.

Specialty silica is widely used as moisture absorbent, drainage aid, and a filler in various application segments. The specialty silica market has been segmented on the basis product, application and region. Specialty silica products covered in the report include precipitated silica, silica gel, fused silica, colloidal silica and fumed silica. Key application include rubber, food and healthcare, coatings, plastics, abrasives & refractories and others such as desiccants and catalysts.

Polyurethanes are prepared by an exothermic reaction between alcohols using two or more reactive hydroxyl (-OH) groups per molecule (diols, triols, polyols), and isocyanates that have more than one reactive isocyanate group (-NCO) per molecule (diisocyanates, polyisocyanates). The resultant polymeric material is essentially different from most other plastics owing to the elimination of a urethane monomer.

The polymer foam market has been segmented on the basis of type, application, and region. Based on type, the market has been segmented into polyurethane foam, polystyrene foam, polyvinyl chloride (PVC) foam, phenolic foam, polyolefin foam, melamine foam and others. Other foams include silicone foam, PET foam, and PVDF (Polyvinylidene Difluoride) foam.

The styrene butadiene rubber market has been segmented based on three parameters, namely product, application, and region. Based on the product, the market has been segmented into ESBR and S-SBR. Based on the application, the market has been segmented into tire, footwear, polymer modification, adhesive, and others. Based on region, the market has been the market has been segmented into North America, Europe, Asia Pacific, and Rest of World.

Global plastics volume was estimated at 281,047.96 kilotons in 2016. Over the past, there has been considerable demand for plastics as replacement for metals and alloys across various industries such as automotive, industrial machinery and consumer goods. The industry’s criticality lies on technology, since ever-increasing requirement of end-user in terms of product specification and versatility gradually tend to overshadow consumption dynamics. Other factors such as feedstock availability, production process and socio-political events have a significant impact on industry trends.

Global refrigerant consumption stood at 1,730 kilo tons as of 2016, with HVAC being one of the most dominant consumers in the industry. Growth of frozen food sectors and food retail spaces in developing economies has led to a greater potential for cold chain industry. The industry has evolved in terms of product specifications and awareness among end-users regarding detrimental environmental effects of conventional refrigerants.

9 月14 日布伦特原油价格达78.09 美元/桶，周环比上涨1.64%；WTI 原油68.99 美元/桶，周环比上涨1.83%，WTI 与布伦特原油之间价差为9.10 美元/桶，周环比放大0.22%。

钾肥海运大合同签订，价格同比大幅提高。经过9 个月谈判，中方钾肥谈判小组与白俄罗斯BPC 签订了新一年度钾肥海运进口大合同。2018-2019年中国钾肥大合同以CFR290 美元/吨的价格签订，较去年涨60 美金/吨。本周国内钾肥价格未有变动，氯化钾（60%粉，青海）为2350 元/吨，较上周持平。硫酸钾（50%，山东）为2900 元/吨，较上周持平。钾肥下游主要为复合肥，目前北方小麦用肥开始陆续展开，厂家及经销商的前期库存得以消耗，市场的成交以少量补单为主。受原材料成本提高及秋季用肥影响，近期复肥涨价幅度在30-100 元/吨。

本周基础化工指数较上周下跌2.2%，上证综指同期下跌0.76%，基础化工指数整体跑输大盘。基础化工板块调整较多，多数化工板块龙头企业处于低估的情况。本周国内醋酸价格持续反弹，华东地区醋酸市场价格局部走高，江苏地区主流厂家报价上调至4350/吨左右。本周国内尿素价格持续上涨20-40元/吨，逼近2000元/吨。日产量维持在约13.8万吨，煤头开工率60%，气头开工率62%。同时，国际方面价格坚挺。染颜料方面：受4月以来苏北环保整治影响，染颜料及中间体供应持续收缩，造成常规染颜料产品近期再度提价，预计此次苏北事件影响或将超出市场预期。

化工原料可以分为大宗的周期性化工品和化工新材料产品。其中，周期化工品具有以下特点：①产品呈现同质化；②行业进入壁垒相对较低；③需求量大，且下游分散；④市场竞争程度较高；⑤产品盈利呈现周期性波动；而对于化工新材料产品，包括半导体、显示面板、锂电池等产品而言，行业技术壁垒较高，专利限制较为严格，客户认证周期较长等特点，现阶段，国外新材料化工企业具备较为明显的技术优势，我国新材料行业正处于赶超时期，替代空间广阔。 

我们选取了172 家 2010年至今数据完整的企业进行营业收入及归属于母公司股东净利润统计分析。根据 Wind 数据显示，基础化工行业 172 家企业单季度营业收入之和自 2016 年 Q2 季度起呈现同比上升趋势，并且在 2017 年 Q1 季度达到增速峰值（46.41%），尽管之后增速呈现下滑趋势，但在 2018 年 Q2 季度仍然有 24.03%的增速；从归母净利润情况来看，2015 年开始出现逐步恢复，之后受原材料价格提升影响，2016 年业绩增幅略低，但之后出现了较大幅度的增长，2017年 Q1 季度至 2018 年 Q2 季度同比增速均超过 50%。 

本周部分龙头白马回调较多，但是基本面好于市场情绪，因此有业绩、低估值白马，以及底部待反转标的为优先选择，本周继续推荐万华化学、煤气化龙头、大炼化+化纤、尼龙 66、农化、天然气：MDI 全球寡头垄断，万华化学产能全球第一，石化、精细化工持续投产，化工第一龙头兼具高成长，重点推荐万华化学；原油中枢提高，叠加煤气化龙头不断扩产、Q3 迎来产能投放高峰，重点推荐鲁西化工、华鲁恒升，而且万华、华鲁、鲁西规划项目均在山东新旧动能转换第一批优选项目名单中。

本篇报告是磷产业系列的第三篇，着重对MAP、DAP 两大磷肥主要产品进行分析。文章在前两篇《从全球视角看未来磷肥市场发展》、《供给驱动磷矿行业发展进入新阶段》对磷肥和磷矿行业研究的基础上，对细分产品MAP、DAP 的差异化发展进行了着重研究。

如今，化工产品企业受到部分因素影响，导致产品营销状态不佳，本文就此类现象展开分析，探索影响化工产品营销的因素以及解决这类因素的手段。