1、 Price trend
According to the bulk list data of business society, the average price of domestic liquid caprolactam was 14550 yuan / ton on August 1 and 14475 yuan / ton on August 31. The price of caprolactam fell 0.52% this month.
2、 Market analysis
In August, the price of caprolactam fell first and then rose. The trend of caprolactam was downward in the first half of August. The price of raw material pure benzene fell and the cost support was weak. The supply of caprolactam increased, and downstream enterprises purchased on demand, with general demand. The price of caprolactam rebounded and rose in the second half of August. The supply of caprolactam enterprises decreased due to plant maintenance. The raw material pure benzene rose and the cost support was good. The enthusiasm of downstream polymerization plants is not high, and the demand is acceptable. As of August 31, Nanjing Dongfang caprolactam liquid price was 15200 yuan / ton, 400000 tons / year, the unit was started normally, and the caprolactam unit was in normal operation. Sinopec caprolactam liquid price is 14700 yuan / ton. The price of Baling Hengyi caprolactam liquid is 14700 yuan / ton, 450000 tons / year. The unit is started normally and delivered after acceptance. The price of caprolactam liquid of Baling Petrochemical is 14700 yuan / ton, 300000 tons / year. The unit is started normally and delivered after acceptance. Shandong Luxi Chemical caprolactam liquid price is 14250 yuan / ton, and the manufacturer’s production capacity is 300000 tons. The actual transaction can be negotiated.
In the first ten days of August, due to the typhoon weather and epidemic situation, the shipment of enterprises was limited, the inventory pressure increased, and the price remained in a narrow range after a sharp decline. The high price of pure benzene in the period before demand led to increased resistance in the downstream, decreased operating rate of some enterprises and decreased demand for pure benzene. In late August, crude oil rebounded sharply and fundamental news improved. Near the end of the month, the delivery of enterprises was acceptable, and the price of pure benzene rebounded slightly.
3、 Future forecast
Caprolactam analysts of business society believe that at present, due to the maintenance of some caprolactam enterprises, the supply is reduced again. The downstream just needs to be purchased, and the terminal demand is OK. The price of raw material pure benzene rose and the cost was strongly supported. The caprolactam market is expected to develop well in September, and the price may rise steadily.
| POLYVINYL ALCOHOL |