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Development environment and investment opportunity of nylon and spandex industry
!!Yu Xiaobo, Caitong securities managing director and chief analyst in chemical industry

2018-11-09 16:08:42
 


Yu Xiaobo presented a conference report of development environment and investment opportunity of nylon and spandex industry. This report interprets the nylon industry from four aspects: chemical fiber under high oil prices: opportunities and challenges coexist, pain points of nylon and spandex industry, expansion route of nylon and spandex industry, and policy interpretation of recent capital market and chemical industry. 

As for chemical fiber under high oil prices, opportunities and challenges coexist. He deeply analyzes the influence of Sino-US trade war on textile and apparel, shared export volume and share of polyester, nylon, spandex, and textile and apparel to U.S., and points out that the direct impact of Sino-US trade war on chemical fiber and textile industry is limited, but influence on mentality is in negligible. 

Secondly, he points out the pain points of current industry from four aspects: profit, supply and demand, upstream raw materials and industry concentration. 

In third part, he shares expansion route of nylon and spandex industry. There is slight difference between nylon industry and spandex industry. The spandex industry is suitable for horizontal integration, due to relatively weak demand and prosperity. 

Lastly, he focuses on policy interpretation of recent capital market and chemical industry. Capital market includes IPO issue term and quick approval for small amount of merger & reorganization of listed companies. As for chemical industryhe mainly points out policy interpretation of fuel switching from coal to natural gas.
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