According to the sample data monitored by business club, the market price of domestic aggregated MDI at the beginning of the month was 18400 yuan / ton, and the price at the end of the month was 16160 yuan / ton, with a decrease of 12.17% during the month and a year-on-year decrease of 19.00%.

 

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According to the price monitoring of the business club, in the first half of 2022 (1.1-6.30), 136 commodities rose month on month in the list of bulk commodity prices, mainly in the chemical sector (64 in total) and the agricultural and sideline sector (16 in total), and commodities with an increase of more than 5% were mainly in the chemical sector; The top three commodities were butadiene (152.15%), lithium hydroxide (118.46%) and sulfur (89.80%). A total of 95 commodities fell month on month, concentrated in chemical industry (43 in total) and steel (15 in total), and commodities with a decline of more than 5% were mainly concentrated in the chemical industry sector; The commodities with the top three declines were electrolytic manganese (-57.47%), magnesium (-46.60%) and glycine (-45.71%). In this half year, the average increase and decrease was 6.53%.

 

Summary of domestic aggregate MDI market as of July 29:

 

Region, Wanhua goods, Shanghai goods

In South China, 16000 yuan / ton, 15800-15900 yuan / ton

In East China, 16000 yuan / ton, 15800-15900 yuan / ton

16000-16200 yuan / ton in North China and Shandong, 15800-16000 yuan / ton nearby

At the beginning of the month, the domestic aggregate MDI market was depressed, and the follow-up of actual orders was very limited, and the trading atmosphere in the trade market was cold. The monthly listing of major production enterprises has been announced one after another. The listing price was mostly stable in July. Traders were generally bearish on the aftermarket, and the market was sold at a low price.

 

In the first ten days of the month, the domestic aggregate MDI market fell significantly, the price fell broadly, the actual order of the terminal contributed to difficulties, the trade atmosphere weakened, and the low price was heard more. The stalemate and weak market continued, and the actual order of the terminal contributed to difficulties.

 

In the middle of August, the domestic aggregate MDI market continued to decline, and traders adjusted prices sharply for many times, bearish on the future market. At present, the sluggish demand is still the main reason for limiting the market price of MDI.

 

In late August, the domestic aggregate MDI market atmosphere was still poor. Although towards the end of the month, manufacturers had taken measures to reduce supply and improve the market, insufficient demand has always restricted the rise of the domestic aggregate MDI market.

 

In terms of raw materials, pure benzene: crude oil fell continuously, and the support of external news was weak. Downstream purchasing turned weak, and the price of pure benzene fell.

 

Comparison chart of pure benzene (upstream raw material) – polymerized MDI price trend of Business Club:

 

In terms of aniline, domestic aniline fell weakly, pure benzene fell weakly, and aniline cost support weakened. Aniline downstream delivery sentiment is general, and the factory delivery is less than expected.

 

Comparison chart of aniline (upstream raw material) – polymerized MDI price trend of Business Club:

 

In terms of enterprises, Yantai Wanhua 1.1 million T / a device operates normally; Ningbo Wanhua 1.2 million T / a unit operates normally; Shanghai kesichuang 600000 T / a unit operates normally; Shanghai Huntsman 380000 T / a unit operates normally; Or postpone the overhaul to June to July; Shanghai BASF 220000 T / a unit operates normally; Or postpone the overhaul to June to July; Chongqing BASF 400000 T / a unit operates normally; Dongcao Ruian 80000 T / a unit operates normally.

 

The MDI device has a multi storage maintenance plan, and the supply is expected to shrink. However, the downstream demand is restricted for a long time. The MDI analysts of the business community aggregate expect that the domestic aggregate MDI market is dominated by low-level consolidation.

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On August 1, the mainstream quotation range of 1# tin ingot in the domestic spot tin market was 200000-202000 yuan / ton, with an average price of 201000 yuan / ton, an increase of 6500 yuan / ton compared with the previous trading day.

 

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The trend of metals in the night market closed up across the board, with Lun nickel leading the rise of 9.4%, Lun tin rising by 2.57%, and the metals in the inner market also closed up across the board, with Shanghai nickel leading the rise of 7.34%, and Shanghai tin rising by 4.87%. The performance of tin in this rise is weaker than that in the early stage, the overall rise range is limited, the follow-up is not obvious, and the basic trend is volatile. It is mainly affected by the trend of fundamentals.

 

In terms of supply, smelters stopped production for maintenance in July, and the overall output is expected to decline in July. However, there is a start-up plan for the early maintenance device in August, and the market is expected to be loose in the future. In terms of inventory data, the overall de stocking situation of the market during the maintenance period is not ideal. However, the downstream demand of the demand side has not changed much recently. The start-up of tin solder enterprises is still low as a whole. Although it has improved, it is difficult to boost the tin price as a whole. On the whole, the tin price is still under pressure, so the performance of tin in this rise is moderate. In the future, the fundamental performance is weak, the market wait-and-see mood is strong, and the spot trading performance is general. It is expected that there will be some pressure on the future upward trend of tin price, and it is expected that the tin price will remain wide and volatile under the pattern of weak supply and demand.

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According to the data monitored by the business agency, as of July 29, the average price of domestic general transparent premium PMMA was 16925.00 yuan / ton. In May, PMMA maintained a stable operation, with the price rising by 1.8% compared with the beginning of the month. In May, the PMMA market rose narrowly, and the market operated stronger.

 

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In the first ten days of July, as of July 12, the average price of domestic general transparent grade premium PMMA this week was 16750.00 yuan / ton. The price of this week was narrow and strong. Compared with the same period last week, the price increased by 0.75%. The price fluctuation range was small. The quotation range of mainstream manufacturers remained at about 16500 yuan / ton. The overall PMMA market price remained stable, the focus of negotiation was stable, the price range of this week was small, and the overall market supply and demand was balanced, This week, the average price of PMMA of domestic general transparent superior products was 16875.00 yuan / ton. The overall market operated smoothly, and the price change was not obvious. The quotation range of mainstream manufacturers remained at about 16500 yuan / ton. Merchants actively shipped orders to give up profits. Compared with last week, the price of PMMA remained unchanged. The price of PMMA was stable, the overall supply and demand was balanced, and the purchase was just needed. At present, the focus of negotiation was stable, and the supply side was normal.

 

In mid July, as of July 19, the average price of domestic general transparent grade premium PMMA was 16775.00 yuan / ton. The price of this week was narrow and strong. Compared with the same period last week, the price was stable, the price fluctuation range was small, the quotation range of mainstream manufacturers remained at about 16500 yuan / ton, the overall PMMA market price remained stable, the focus of negotiation was stable, the price range of this week was small, and the overall market supply and demand was balanced, This week, the average price of domestic general transparent grade premium PMMA is 16775.00 yuan / ton. The overall market is mainly stable, and the price change is not obvious. The quotation range of mainstream manufacturers remains about 16500 yuan / ton. Merchants actively ship and give up orders. Compared with last week, the price of PMMA remains unchanged. The price of PMMA is mainly stable, the overall supply and demand is balanced, and just need to purchase. At present, the focus of negotiation is stable, and the supply side is normal.

 

In late July, as of July 27, the average price of domestic general transparent grade premium PMMA was 16775.00 yuan / ton. The price of this week was narrow and strong. Compared with the same period last week, the price was stable, the price fluctuation range was small, the quotation range of mainstream manufacturers remained around 16500 yuan / ton, the overall PMMA market price remained stable, the focus of negotiation was stable, the price range of this week was small, and the overall market supply and demand was balanced, This week, the average price of domestic general transparent grade premium PMMA is 16775.00 yuan / ton. The overall market is mainly stable, and the price change is not obvious. The quotation range of mainstream manufacturers remains about 16500 yuan / ton. Merchants actively ship and give up orders. Compared with last week, the price of PMMA remains unchanged. The price of PMMA is mainly stable, the overall supply and demand is balanced, and just need to purchase. At present, the focus of negotiation is stable, and the supply side is normal.

 

Rubber and plastic index: on July 29, the rubber and plastic index was 716 points, unchanged from yesterday, down 32.45% from the highest point 1060 points in the cycle (2012-03-14), and up 35.61% from the lowest point 528 points on April 6, 2020. (Note: the period refers to 2011-12-01 to now).

 

PMMA analysts of business agency believe that the white carbon black market is expected to operate smoothly in August, with a small fluctuation range. (if you want to get more commodity information and master commodity prices, you are welcome to subscribe to the commodities of the business club through the official account of the business club. The market is an opportunity).

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