In August, DOP prices fluctuated and rose
According to the data monitoring of the business agency, as of August 31, the DOP price was 10075 yuan / ton, up 12.89% from the DOP price of 8925 yuan / ton on August 1 at the beginning of the month. In the first and middle of August, the DOP price fluctuated and stabilized, and the price rose sharply in the second half of August. The plasticizer industry chain is weak in both supply and demand, and the driving force for the rise of DOP is insufficient. However, the short-term shutdown accumulated the rise of raw material prices, which stimulated the sharp rise of DOP prices at the end of the month.
Operation of plasticizer enterprises with high temperature and electricity limitation decreased
Affected by high temperature and drought, factories in Sichuan and Chongqing have been shut down continuously. On August 21, Sichuan launched the first level emergency response of energy supply guarantee for emergencies, and Sichuan Province extended the deadline for limiting power supply and stopping production to 24:00 on August 25. Hubei, Jiangsu, Anhui, Chongqing, Zhejiang and Shanghai all have different power limitation measures. Limited by the impact of the film, the operation of plasticizer enterprises and end users in Jiangsu and Zhejiang decreased, and the operation rate of plasticizer enterprises was as low as 40%. The start-up of plasticizer enterprises is low, and the supply of plasticizer is insufficient, which is good for plasticizer.
With the decrease of temperature and rainfall in some areas, the situation of power shortage in Sichuan has been alleviated. On the 28th, the daily power generation capacity of Sichuan Hydropower Station was 460 million kwh, 9.5% higher than the lowest value in the previous period. As of 12:00 on the 28th, the general industrial and commercial power consumption in Sichuan Province has been restored. With the continuous support of the State Grid, the contradiction between power supply and demand in Sichuan will be basically solved by the end of August and the beginning of September. After the end of power rationing, the supply and demand of enterprises in the plasticizer industry chain returned to normal, and the support for the rise of plasticizer was weakened.
The price of raw materials rose at the end of the month
According to the price monitoring of the business agency, the price of isooctanol fluctuated and consolidated in August, and the price of isooctanol rose sharply at the end of the month. As of August 31, the price of isooctanol was 9133.33 yuan / ton, up by 12.76% compared with the price of isooctanol 8100 yuan / ton on August 1 at the beginning of the month. In August, isooctanol enterprises had a lot of maintenance, and with the high power limit, the production of isooctanol enterprises increased, and the start-up of isooctanol enterprises was low. However, compared with the lower start-up of downstream DOP enterprises, the supply of isooctanol was relatively sufficient, the price of isooctanol fluctuated and increased, and the cost of DOP increased. The driving force for future growth still exists.
According to the price monitoring of the business agency, the price of phthalic anhydride fluctuated and rose in August, and the price of phthalic anhydride rose sharply at the end of the month. The overall market of phthalic anhydride rose strongly. As of August 31, the price of phthalic anhydride was 8725 yuan / ton, up 9.75% from 7950 yuan / ton on August 1 at the beginning of the month. In the first and middle of August, the price of phthalic anhydride increased slightly. Affected by the high-temperature power limitation and the rising of the chemical industry, the price of phthalic anhydride increased significantly in the second half of August, the cost of DOP raw materials increased, and the driving force for the rise of DOP increased.
| Thiourea |
In August, the price of PVC fluctuated and fell
According to the price monitoring of the business agency, the price of PVC fluctuated and fell in August. As of August 31, the price of PVC was 6474.29 yuan / ton, down 4.45% from 6775.71 yuan / ton on August 1 at the beginning of the month. Affected by the high temperature, power and production were limited in some areas, and the operating rate of PVC enterprises decreased. Although the PVC price rebounded briefly, the overall PVC fundamentals still lacked the support of rising, and the demand for DOP was weak. In the future, the driving force for the rise of DOP was weakened and the downward pressure was large.
Future market expectation
According to the DOP data analyst of business agency, the supply and demand of the plasticizer industry chain in August were weak. In the first and middle of August, the price of plasticizer DOP fluctuated and consolidated. Due to the impact of the high temperature limit, many places stopped production and reduced production. The start of the plasticizer industry chain fell, the demand for plasticizer was weak, the price of raw material isooctanol rose sharply at the end of the month, the price of phthalic anhydride soared, the cost of plasticizer DOP rose, and the price of plasticizer DOP rose sharply at the end of the month. In the future, with the expiration of the power limit, the supply and demand of the plasticizer industry chain will recover, and the support for the rise of raw material prices will be insufficient. In the future, the price of DOP will be stable due to the fluctuation, the demand of DOP will be weak, the cost will be stable, and the power for the rise of DOP will be insufficient. It is expected that the price of DOP will be stable in the future.
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