1、 Price trend:
According to the data of the business club, the domestic PA6 market remained at a high level in early December, and the rise and fall range of each brand was still small. As of December 7, the mainstream offer price of 2.75-2.85 from traders was about 12833.33 yuan / ton, an increase of 2.12% compared with the average price at the beginning of the month.
2、 Analysis of influencing factors:
In terms of upstream caprolactam, caprolactam prices continued to rise in early December. According to the data of the business club, the average offer price of caprolactam sample enterprises on December 7 was 10800 yuan / ton, an increase of 2.21% compared with the average price level at the beginning of the month. Crude benzene rose on the news of crude oil production reduction plan. At present, caprolactam operation rate is still not high, Shandong Haili, which has been shut down for maintenance in the early stage, has not been restarted. The end time of maintenance plan of orchid scientific innovation is not clear, and the pattern of tight supply remains unchanged. Downstream demand is fair, caprolactam is currently supported by the supply side, and it is expected that the market will rise in the near future.
The upstream caprolactam market is strong, there is support for the cost of PA6. At present, the market of PA6 is stable temporarily, and some brands of products follow the upstream. Due to a certain increase of PA6 in the early stage, it has been at a high level at present. Downstream factories are resistant to high price goods and replenishment operation is cautious. In terms of demand for PA6, there was still a weak situation in the demand for PA6. At the end of November, traders had a strong atmosphere of selling goods, which narrowed the rise of the price and dragged down the focus of quotation. The main advantage of the market is that the upstream caprolactam supply is tight, and PA6 polymerization plant is passively rising under the pressure of cost.
3、 Future forecast:
Business agency analysts believe: in early October, the domestic PA6 market is mainly stable, and local prices have risen. The supply of caprolactam in the upper reaches remained low and continued to rise. PA6 cost side support is strong. Downstream factories just need to take delivery of goods, and have conflicts with high price goods, so they should be cautious in purchasing and trading. In the short term, the upstream supply is tight and the situation is difficult to change. The spot price of PA6 may follow the upstream.
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