According to the monitoring of the commodity market analysis system of Shengyi Society, the average price of LLDPE (7042) was 7441 yuan/ton on August 11th and 7448 yuan/ton on August 18th, an increase of 0.09%. LDPE (2426H) had an average price of 9533 yuan/ton on August 11th and 9633 yuan/ton on August 18th, an increase of 1.05%. HDPE (2426H) had an average price of 7987 yuan/ton on August 11th and 8012 yuan/ton on August 18th, an increase of 0.31%.
Recently, polyethylene has been mainly operating in a narrow and strong range. On the supply side, there has been an increase in device maintenance, which has eased the supply pressure to some extent. On the demand side, downstream factories have increased their intention to replenish inventory, and the peak season of “Golden September and Silver October” is gradually approaching, with positive expectations on the demand side. On the cost side, the geopolitical situation is expected to further ease, coupled with the International Energy Agency’s downward adjustment of global demand growth forecasts and the decline in international oil prices, the cost side support is weak. The favorable domestic policies provide certain support for the polyethylene market.
Positive news is expected to boost, with polyethylene showing a narrow but strong trend.

This week (August 11-15, 2025), the market price of the main raw material dissolving slurry remained stable, with limited support on the cost side and little fluctuation in industry supply. Some manufacturers had low inventory, and downstream markets mainly executed a new round of orders. The overall market speed was stable, and industry sentiment was strong in supporting prices. There was an increase in high priced goods on site, and the price center of the adhesive short fiber market slightly increased.
According to the Commodity Market Analysis System of Shengyi Society, the market price of viscose staple fiber has slightly increased this week. As of August 15th, the average market price of viscose staple fiber is 13040 yuan/ton, an increase of 60 yuan/ton compared to the same period last week, with a weekly increase of 0.46%.
In terms of cost: Last week (August 11-15, 2025), there was little change in the market price of raw material dissolving pulp, with weak support and limited cost support. As of now, the price of domestic dissolving pulp is around 6700 yuan/ton, the price of external broad-leaved pulp is around 800 US dollars/ton, and the price of coniferous pulp is around 870 US dollars/ton. The market prices of auxiliary materials such as liquid alkali and sulfuric acid remain stable but fluctuate slightly, with average cost support.
The supply fluctuation is not significant
The industry supply has declined, and the current daily operating rate in the market remains at around 75%. The inventory levels of various adhesive short fiber manufacturers have declined compared to the previous period, and downstream yarn companies are picking up goods as needed. The overall inventory level of the adhesive short fiber market has decreased, and the supply fluctuation in the industry is not significant. Some manufacturers have low inventory, and the positive support from the supply side is limited.
Downstream essential replenishment
The operating rate of downstream cotton yarn market equipment has slightly increased, and price fluctuations are not significant. As of now, the price of ring spun R30S in Jiangsu region is around 17100 yuan/ton, and the price of ring spun R40S is around 18300 yuan/ton. The market is in a traditional off-season of demand, and downstream cotton yarn market transactions are not ideal. Only a few models of vortex spun cotton yarn have slightly better export orders. Cotton mills mainly consume raw material inventory and replenish urgently needed goods, with no significant improvement in demand.
Future forecast
On the raw material side, the main material dissolution slurry market and the auxiliary material sulfuric acid market are generally stable, while the liquid alkali market may experience a narrow decline. Therefore, it is expected that the market price trend of adhesive short fiber raw materials will decline in the short term, and the cost support will be insufficient.
Supply and demand side: The operating rate of the adhesive short fiber market equipment may not fluctuate significantly, and some manufacturers have high inventory levels. Therefore, it is expected that the supply side support of the adhesive short fiber market will be poor in the short term; The terminal market is still in the traditional off-season of demand, with limited new orders placed. Downstream yarn mills are experiencing a certain degree of risk aversion and may maintain their demand for signing orders. It is expected that the driving force of the adhesive short fiber market from the demand side will be moderate in the short term.
Overall, the main raw material dissolution slurry market may be weak and stagnant, with sufficient overall supply. Downstream yarn mills mainly sign orders according to demand. Under the interweaving of on-site news, adhesive short fiber manufacturers may maintain their previous quotations. Therefore, analysts from Shengyi Society predict that the domestic adhesive short fiber market will remain stable with small movements in the short term, and the price is expected to be accepted at 12900-13100 yuan/ton.

1、 Price trend
According to the Commodity Market Analysis System of Shengyi Society, the price of bromine has been running steadily this week. The average market price at the beginning of the week was 29000 yuan/ton, and the average market price over the weekend was 29200 yuan/ton, with a price increase of 0.69% and a year-on-year increase of 41.06%. On August 13th, the Business Society Bromine Index was 102.46, unchanged from yesterday, a decrease of 58.21% from the highest point of 245.18 points (2021-10-27) during the cycle, and an increase of 73.90% from the lowest point of 58.92 points on October 29, 2014. (Note: The cycle refers to the period from September 1, 2011 to present)
2、 Market analysis
This week, the price of bromine has remained strong, with a reference price of 28000-31000 yuan/ton for spot bromine production in Shandong region. Due to weather and policy reasons, bromine companies are facing tight inventory, and downstream companies are mainly in urgent need. In terms of raw materials, domestic sulfur prices have been rising, with an average market price of 2591 yuan/ton at the beginning of the week and 2527.67 yuan/ton over the weekend. The price has increased by 1.42%, which is 95.37% higher than the same period last year. Downstream demand is still acceptable.
Prediction: Bromine prices are expected to remain strong in the near future, with upstream sulfur prices rising. Bromine prices are expected to improve this week, while downstream demand is expected to increase. Overall market activity is moderate. It is expected that bromine will continue to consolidate and operate in the later period, depending on downstream market demand.

Recently (8.1-8.11), the butadiene rubber market has been fluctuating and consolidating. According to the commodity market analysis system of Shengyi Society, as of August 11th, the butadiene rubber market price in East China was 11900 yuan/ton, a decrease of 0.50% from 11960 yuan/ton on the first day. The price of raw material butadiene has been adjusted narrowly, and the cost of butadiene rubber still has support; The expected start of production for butadiene rubber has slightly increased; The downstream tire production is basically stable, and there is a strong demand for support for butadiene rubber. As of August 11th, the mainstream prices for Qilu, Daqing, Sichuan, and Yangtze Shunding in East China were 11800 to 12200 yuan/ton.
Recently (8.1-8.11), the price of butadiene has fluctuated narrowly, and the cost of butadiene rubber still remains supported. According to the Commodity Market Analysis System of Shengyi Society, as of August 11th, the price of butadiene was 9083 yuan/ton, an increase of 0.37% from 9050 yuan/ton on the 1st. The high point during the cycle was 9100 yuan/ton, and the low point during the cycle was 8916 yuan/ton.
Recently (8.1-8.11), the domestic butadiene rubber plant has started operating at around 6.80%, and the supply of butadiene rubber is expected to increase slightly in the short term.
Demand side: Recently (8.1-8.11), the overall stability of downstream tire production has provided essential support for the butadiene rubber market. As of August 8th, the construction of semi steel tires by domestic tire companies has slightly increased to around 7.20%; The construction of all steel tires by tire companies in Shandong Province has slightly increased to around 6.3%.
Market forecast: From a fundamental perspective, analysts from Shengyi Society believe that the raw material butadiene market will consolidate narrowly, and the cost of butadiene rubber will continue to be supported; The downstream tire production is basically stable, and the demand side is just in need of support. Some devices are planned to restart this week, and the pressure on the supply side of butadiene rubber has increased. However, with the arrival of the traditional peak season, it is expected that butadiene rubber may fluctuate and rise in the later period.

According to the monitoring of the commodity market analysis system of Shengyi Society, the price of activated carbon at the beginning of the week was 12866 yuan/ton, and the price of activated carbon at the end of the week was 12866/ton, which is stable.
The prices of domestic activated carbon manufacturers remained stable this week, with the ex factory price of activated carbon for coconut shell water purification in East China ranging from 9000 to 13000 yuan/ton. Due to insufficient coconut supply in the Asian market and increasing demand, the demand for environmentally friendly materials in emerging markets has surged, resulting in high prices for coconut shell activated carbon.
Internationally, Southeast Asia, as the main source of coconut shells worldwide, will face multiple natural disasters in 2024. Thailand’s reduced production of fragrant coconut due to drought and pest infestations, coupled with rising transportation costs, have led to a surge in coconut shell purchase prices. The price of charred coconut shells in Southeast Asia, including taxes, has exceeded 8000 yuan/ton, exacerbating domestic production cost pressures. ‌‌
Prediction: The shortage of raw materials will result in stable transactions, and it is expected that the price of activated carbon will mainly fluctuate in the short term.