本周化工品市场整体表现稳定，部分产品价格上调。所追踪的 130 个产品中，有 32 种产品价格下跌，剔除 40 种价格没有变化的产品外，价格上涨品种为 58 种，市场较上周改善明显。

本周国内外汽、柴、航煤不含税价差分别为 571、846、-131 元/吨，幅度为-3.2%、5.7%、-33.0%。乙烯亚洲市场现货紧张，下游产品近期价格上涨支撑了乙烯的市场价格，本周东南亚乙烯价格上涨 5.3%报于1075 美元/吨。亚洲丙烯现货偏紧，价格处于上升态势。东南亚丙烯价格维持不变，报于 770 美元/吨。亚洲丁二烯由于市场供应吃紧，需求增多，推动价格走高，本周价格上涨 15.38%，报于 1050 美元/吨。

日前，国务院办公厅印发《中央企业公司制改制工作实施方案》。《方案》指出，公司制是现代企业制度的有效组织形式，是建立中国特色现代国有企业制度的必要条件。要加快推动中央企业完成公司制改制，在划拨土地处置、税收优惠、工商变更登记和资质资格承继等方面给予相关政策支持。

Talc is a soft mineral, which is chemically composed of magnesium, silica, and water.The chemical composition for talc is hydrated magnesium silicate. The chemical formula usually remains close to this generalized composition but sometimes there are variations in the structure due to the substitution of magnesium by other elements.When ferrous ions substitute magnesium ions of talc, then minnesotaite is formed.Similarly, when aluminum ion substitutes magnesium, then pyrophyllite is formed. Talc has the tendency to form pseudomorphs from different minerals. Some of the commonly pseudomorphed minerals are quartz, dolomite, pyroxenes, and calcite.Kerolite, magnesium talc, soapstone, and steatite are the terms that are generally used for referring talc.

The global superabsorbent polymer (SAP) market is anticipated for an unprecedented growth owing to rising demand for diapers during the forecast period, growing rapidly at a CAGR of 5.23%.In 2015, the baby diaper sector accounted for the largest share of the global SAP

market, accounting for 74% share of the overall market. The increase in the awareness of hygiene products in this region will contribute to the market growth of SAPs during the forecast period. China has been the leading consumer, as well as the leading manufacturer of SAPs. Sodium polyacrylate is widely used in the production of SAPs and has a share of 73% of the overall market; however, bio-based products are slowly penetrating the market.The global SAP market is fairly distributed among North America, Europe, APAC,and ROW. This fair distribution is attributed to the widespread use of baby diapers,hygiene products, and incontinence products worldwide. In APAC, the emphasis is on India and China owing to their high infant population (90.38% of infant population in emerging economies).

In this market research report, Technavio covers the present scenario and the growth prospects of the global specialty silica market for 2017-2021. The report also presents the vendor landscape and corresponding detailed profiles of the five key vendors operating in the market. Vendors are selected based on their product portfolio and geographical presence. For this report, 2016 has been considered as the base year and forecasts are made with respect to the base year.

关于《原油成品油流通管理办法(征求意见稿)》公开征求意见，意见反馈截止日期为 2017 年 8 月 19 日。意见稿提出，国家对原油、成品油经营资格实施许可管理。商务部负责指导地方制定成品油流通行业发展规划，拟定部门规章并组织实施，按照职责依据本办法对全国原油、成品油流通进行监督管理。根据意见稿，申请原油批发、仓储经营资格的企业应具备控股拥有库容不低于 10 万立方米的原油油库，同时申请原油批发及仓储经营资格的企业需控股拥有库容不低于20 万立方米的原油油库等条件。

2012 年以来PTA 行业低迷了长达5 年之久，12 年至17 年中旬PTA 与其原料PX 价差中枢长期徘徊在500 元/吨，龙头公司仅能微利，全行业几乎一直微利甚至负利区间运行。然而我们认为PTA 新一轮的景气周期正在到来。

美国汽油需求创纪录，但OPEC 原油产量和出口攀升，国际油价小幅下跌。据EIA 数据，截至7 月28 日当周，美国汽油需求达到创纪录的984.2 万桶。汽油库存减少251.7 万桶，好于预期，对油价形成支撑。但6 月OPEC 原油产量被上修20

万桶/日，主要因伊拉克和沙特上修了产量；7 月OPEC 原油产量环比增加9 万桶/日达到今年以来最高，油价承压下跌。截至8 月4 日，Brent 和WTI 期货分别收于52.46 和49.52 美元/桶，周环比-0.32%和-0.54%。

本周基础化工板块（申万）上涨 1.35%，上证 A 指上涨 0.39%，板块跑赢大盘 0.96 个百分点。涨幅排名前 5 的个股分别为: 丰元股份（+44.12%）、凯美特气（+17.91%）、兄弟科技（+16.94%）、闰土股份（+16.66%）、远兴能源（+15.24%），跌幅排名前 5 的个股分别为：万盛股份（-11.63%）、永东股份（-11.62%）、国创高新（-11.33%）、金利科技（-10.40%）、*ST河化（-9.73%）。