October 8 spot commodity gainers and losers ranking: Top performer: Polyether (PPG). The October 8 polyether (PPG) gainers list shows that the spot price of polyether (PPG) surged 108.44% in a single day, rising from 5,925 yuan per ton yesterday to a latest price of 12,350 yuan per ton. Polyether (PPG) spot price trend as of 2026.10.08: latest price 12,350.0, daily change 0.00%, one-week change +108.44%, one-month change +11.76%. Data date: 2026-10-08. Polyether (PPG) spot price: 12,350. Quickly identify the industry beneficiaries.
Reasons behind the commodity price surge: Polyether (PPG) is polypropylene glycol, positioned between propylene oxide and polyurethane end products. The main reasons for the polyether (PPG) price increase are as follows: First, cost push: propylene oxide prices have continued to climb, directly raising polyether production costs. Second, supply contraction: some propylene oxide and polyether facilities have undergone maintenance, causing a temporary tightening of spot market supply. Third, low inventory: the earlier price rally was accompanied by low inventory levels, strengthening holders' willingness to support prices. Fourth, demand restocking: increased procurement from downstream sectors such as polyurethane, automotive, and footwear materials has driven a recovery in market transactions.
Related stocks and core business highlights: Shandong Yinuowei (PE TTM 13.9, total market cap 863 million yuan) 鈥?deeply engaged in the core polyurethane industry chain, a national-level manufacturing single champion in cast polyurethane elastomer (CPU). Shandong Longhua New Material Co.,Ltd. (PE TTM 16.4, total market cap 427 million yuan) 鈥?its key process technology for producing POP without removing chain transfer agents is a domestic first, filling a domestic gap, with technical indicators at internationally leading levels. Hangjin Technology (PE TTM 73.7, total market cap 352 million yuan) 鈥?primarily engaged in chlor-alkali chemicals and military electronics. Kelong Co., Ltd. (PE TTM 119.6, total market cap 672 million yuan) 鈥?a fine chemical products processor and manufacturer, with ethylene oxide as its main upstream raw material. Changhua Chemical (PE TTM -43.6, total market cap 581 million yuan) 鈥?polyether sales scale ranks among the top five in the industry, with its leading POP product holding a top-two domestic market share.
Second place: Oleochemicals. The October 8 oleochemicals gainers list shows that oleochemical spot prices rose 14.29% in a single day, climbing from 9,037.5 yuan per ton yesterday to a latest price of 10,328.57 yuan per ton. Oleochemicals spot price trend as of 2026.10.08: latest price 10,328.57142857143, daily change 0.00%, one-week change +14.29%, one-month change 0.00%. Data date: 2026-10-08. Oleochemicals spot price: 10,328.57142857143. Quickly identify the industry beneficiaries.
Reasons behind the commodity price surge: Oleochemicals are plant oil derivatives, connecting oil raw materials with downstream sectors such as daily chemicals and polyurethane. First, accelerated cost pass-through: cost support from raw materials such as vegetable oils has strengthened, raising enterprises' willingness to hold prices firm. Second, gradual demand recovery: improved procurement from end markets including daily chemicals, detergents, and cosmetics has driven better spot transactions. Third, growing polyurethane demand: expanding applications in insulation materials, flexible and rigid foams, and coatings have increased demand for natural oil polyols. Fourth, rising green consumption: growing preference for renewable materials and low-carbon products has provided premium support for bio-based oleochemicals.
Related stocks and core business highlights: Zanyu Technology (PE TTM 17.5, total market cap 869 million yuan) 鈥?one of the domestic leaders in surfactants and oleochemicals, with its main surfactant products (AES, LAS) ranking first in domestic production and sales, and one of the few Chinese oleochemical enterprises with overseas palm oil raw material production bases. Fengbei Biology (PE TTM 29.4, total market cap 794 million yuan) 鈥?in the first tier of domestic waste oil resource comprehensive utilization enterprises, with production capacity ranking sixth in China's biodiesel industry. Zhuoyue New Energy (PE TTM 142.8, total market cap 594 million yuan) 鈥?primarily engaged in producing biodiesel from waste oils, having ranked first in domestic biodiesel production, sales, and exports for many consecutive years.
Friendly reminder: Commodity price increases do not necessarily mean related stocks will rise in tandem, as individual stocks are also affected by performance, policy, market sentiment, and other factors. The above content is compiled by AI and is for reference only, not as investment advice.