According to the sample data monitored by the business association, the market price of domestic aggregate MDI at the beginning of the month was 16160 yuan / ton, and the price at the end of the month was 14800 yuan / ton, with a decrease of 8.42% in the month and a year-on-year decrease of 27.36%.
| Thiourea |
According to the price monitoring of the business community, in the list of bulk commodity prices in August 2022, there were 43 kinds of commodities in the chemical sector that rose month on month, of which 16 kinds increased by more than 5%, accounting for 14.7% of the monitored commodities in the sector; The top three commodities with growth were sulfur (25.54%), propylene glycol (17.49%) and yellow phosphorus (17.43%). There were 65 commodities with a month on month decline, and 40 commodities with a decline of more than 5%, accounting for 36.7% of the monitored commodities in this sector; The products with the top three declines were sulfuric acid (- 53.92%), glycine (- 28.83%), and monoammonium phosphate (- 26.88%). The average increase / decrease this month was – 2.63%.
Summary of domestic aggregate MDI market as of August 31:
Region, Wanhua goods, Shanghai goods
North China and Shandong. Around 14300-14500 yuan / ton. 14000-14200 yuan / ton
South China, 14300-14500 yuan / ton, 14000-14200 yuan / ton
East China, 14700-14800 yuan / ton, 14300-14400 yuan / ton
At the beginning of this month, the domestic aggregate MDI market was in a downturn, and the price continued to decline, resulting in a poor trading atmosphere. The follow-up at the downstream end is general, the overall purchase of gas is insufficient, and the consumption capacity is weak.
In the first ten days of September, the decline of domestic aggregate MDI market slowed down, the prices of major manufacturers increased to support the market, and the quotations of some dealers increased by 100-200 yuan / ton to observe the market receiving atmosphere. However, downstream buying is not good, and the overall follow-up atmosphere is limited.
In the middle of September, the domestic aggregate MDI market was sorted out and watched, and the prices of traders were mostly stable. At present, the transaction situation is general, the supply and demand game, and the market is in a dilemma.
In late September, the domestic aggregate MDI market fell significantly. On the supply side, the large supply and low price of imported goods have impacted the domestic market, which has been in contradiction with supply and demand. At the same time, the overall purchasing power of the downstream is poor, and the contradiction between supply and demand is more prominent. The domestic aggregate MDI market has obviously declined.
In terms of raw materials, pure benzene: the price of pure benzene fell continuously in August. Mainly, pure benzene imported from East China is concentrated in the port, social inventory is accumulated continuously, and the carrier ships at a discount; Due to the economical shutdown and summer maintenance of the downstream unit of pure benzene, the demand for pure benzene has decreased; Market players are pessimistic about crude oil and economic environment, and traders’ enthusiasm for entering the market has declined.
In terms of aniline, domestic aniline rebounded weakly in August. There was a certain reduction in supply, and we heard that the export demand was strong, and the inventory of aniline factories was falling rapidly. There was no obvious export pressure, and the market rebounded slightly.
In terms of enterprises, Yantai Wanhua’s 1.1 million T / a unit operates normally; The 1.2 million T / a unit of Ningbo Wanhua operates normally; The 600000 T / a unit of Shanghai kostron operates normally; The 380000 T / a unit of Shanghai Huntsman operates normally; Or postpone the overhaul to June July; The 220000 T / a unit of Shanghai BASF operates normally; Or postpone the overhaul to June July; Chongqing BASF’s 400000 T / a unit operates normally; The 80000 T / a unit of Dongcao Ruian operates normally.
At present, the operating rate of polymerized MDI units is on the high side, the supply is sufficient, the downstream demand is not good, and the supply of goods is abundant. Analysts of polymerized MDI of business society predict that the domestic polymerized MDI market will mainly be sorted out and watched.
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