According to the price monitoring of the business agency, the market atmosphere of domestic polymerization MDI continued to improve. At the beginning of the week, the average price of domestic aggregated MDI market was 13675 yuan / ton, which was 12.32% higher than the same period of last month and 0.50% higher than that of the same period last year.
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At the beginning of the week, it was boosted by the rising listing price at the end of the month and the good news of the supplier’s device. In addition, the foreign device was favorable, and the US dollar offer was raised. The market atmosphere was better. Traders’ quotation goes up, and the focus of negotiation on real orders gradually moves up. Downstream business actively inquired, the transaction atmosphere improved. However, due to the slow consumption of social inventory in the early stage, some downstream and middlemen have inventory of low-cost goods. Seeing that the price rise is OK, the industry actively cash in and ship goods, and the market price rising momentum is suppressed. As the weekend approaches, the supplier manufacturer has no news release for the time being, and the business people’s mentality is different in the future market. However, it is understood that the main factories will still strictly control the goods next week, and the factories in Shanghai will mostly support the market.
In terms of raw materials, pure benzene: during the week, pure benzene in East China fell first and then rose, and the trading atmosphere turned lighter than last week. From July 31 to August 4, due to the continuous rise of port inventory and the influence of weak crude oil, the pure benzene in East China fluctuated and softened, and the spot negotiation went down to 3400-3500 yuan / T, with low-end and high-end cash withdrawn. On the 5th, Sinopec made up 100 yuan / ton due to the high external price, which had no obvious impact on the market price. However, due to the rise in crude oil, the market center of gravity followed up slightly.
Aniline: aniline market rose in the South and stabilized in the North during the week. From the aspect of raw materials, Sinopec’s listing of pure benzene was increased by 100 yuan to 3450 yuan / ton, and the bidding price of Jinling pure benzene was 3220 yuan / ton, which was about 170 yuan / ton higher than last week. The cost side supported the aniline Market. It is reported that Tianji has shipping orders and there is no pressure on inventory. During the shutdown and maintenance of Huatai 100000 t / a aniline plant within the week, the new market supply decreased. However, due to the high inventory and the downstream rigid demand, the inventory decreased slowly, so the North China market kept stable operation. The aniline factory in East China, mainly shipping and contract orders, has little export pressure. Meanwhile, driven by the cost, the actual order rose by 100 yuan.
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Downstream, spandex, the current spandex industry started around 80%, high-level operation, stable supply of goods. The cost side support is insufficient, the terminal market demand is still weak, customers purchase on demand, the actual transaction details. At present, the reference for 20d spandex mainstream negotiation in Zhejiang is 35000-36000 yuan / ton; for 30d spandex, it is 34000-35000 yuan / ton; for 40d spandex, it is 28000-28500 yuan / ton, and the actual transaction is detailed.
Yantai Wanhua MDI plant was shut down for maintenance; the East Cao Ruian plant has been restarted, and the supply is tight. The overall operation load of the unit is 40-50%. The downstream and some middlemen cash out and ship more goods, and the buying mood is general. Analysts of business club aggregate MDI expect that the market price of short-term aggregate MDI is stronger, and there is no decline in the short term.
| POLYVINYL ALCOHOL |