According to the monitoring data of business society, as of December 10, the reference price of liquid epoxy resin in East China was 25600-26200 yuan / ton; The reference price of solid epoxy resin is 21000-21500 yuan / ton, which has decreased significantly recently and has decreased by 1000 yuan since December. Year on year
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From the raw material side, the double raw materials fell first and then stabilized last week, and the overall cost of epoxy resin changed limited. However, the demand follow-up performance is weak, the market continues the stalemate and depressed atmosphere, and the bad news is difficult to change.
In contrast, in the same period in December 2020, the price of bisphenol A was 19500 yuan / ton (+ 3500 yuan), and the price of ECH was 12000 yuan / ton (- 2500 yuan). The overall production cost of epoxy resin was similar to that at present, but the price of liquid / solid epoxy resin was lower than that in the same period last year. It can be seen that the market is not the same as before, and the industries with large year-on-year decline in demand are mainly wind power and electronic and electrical industries.
Device: the overall operating rate of liquid resin is about 80%; The operating rate of solid resin is about 50%. The quotation of mainstream factories is as follows:
The 248000 T / a unit in Kunshan South Asia operates normally, and the external quotation of E-51 is 28000 yuan / T;
Changshu Changchun 100000 t / a plant operates at low load. At present, the quotation of epoxy resin E-51 is 26800 yuan / T;
Yangnong Jinhu 170000 T / a plant is in 50% operation, and the quotation of the new E-51 is 26000 yuan / T;
Nantong Xingchen 160000 T / a unit operates stably, and the quotation of liquid epoxy resin E-51 is 26000 yuan / T;
The 200000 t / a unit of Jiangsu Sanmu operates normally, and the new quotation is 26000 yuan / T, mainly based on real order negotiation;
The 155000 T / a unit of Hongchang electronics Zhuhai factory operates normally, and the new E-51 is reported to the outside world at 27000 yuan / T;
The 90000 T / a liquid unit of Baling Petrochemical operates normally, and the E-51 quotation is 26200 yuan / T.
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