In late August, the bisphenol a market went up in a wide range. According to the monitoring data of business agency, the domestic market of bisphenol A offered 9800 yuan / ton on August 21 and 10350 yuan / ton on August 28, an overall increase of 5.61%. This wave of upward trend is not much from the upstream and downstream support, but more from factories and traders controlling the volume. They have a positive attitude and want to push up the market, so the factory side suspended the offer The overall operating rate declined, and the cargo owners insisted on high reporting.
| PVA 1799 (PVA BF17) |
On the supply side, the average operating rate of bisphenol A enterprises is 60-70%. Sinopec Mitsui unit resumed production on August 24, but the supply has not yet fully recovered. Lihua yiweiyuan 240000 ton unit resumed production in early September, while Sinopec Mitsubishi’s 180000 T / a bisphenol a plant stopped on the 18th. The supply side of the market is relatively tight, and the supply source is relatively concentrated near the end of the month. The attitude of the shippers is positive and the offer is not good Disconnect the uplink.
From the point of view of raw materials, phenol / acetone support is insufficient. The phenol market generally has a narrow downward range with little space. Acetone has failed to break through the bottleneck in the rise and fall. So far, the phenol Market in East China has offered 5400 yuan / ton and acetone has offered 6350 yuan / ton. Overall, the phenol / acetone market has sufficient supply, and the short-term market is hardly favorable. The negotiation range still fluctuates in a narrow space, and the support for downstream costs is relatively gentle.
| PVA |
The downstream liquid epoxy resin has entered a high-level finishing situation. The market reference price of liquid epoxy resin is 18400-18600 yuan / ton (barrel acceptance delivery price), and the negotiated price of solid epoxy resin is 14400-14700 yuan / ton. At the end of the month, the epoxy resin industry is in a strong operation. Supported by the double raw materials, the market confidence for the resin industry is increasing, the demand for terminal wind power and other factories is fair, and the overall operating rate of enterprises is rising steadily. In the short term, the market of epoxy resin industry just needs to follow up, and it is difficult to find low-cost goods.
In the view of the business agency, the current cost side has little impact. The new contract will be opened next week. At the beginning of the month, the shipping intention of the shippers is not big, and there is a short-term supplement for the port. The Business Association expects the short-term stable operation of bisphenol a market, and the reference of the East China market offer is 10300 yuan / ton.
| POLYVINYL ALCOHOL |