I. price trend
According to the price monitoring of the business agency, as of December 2, the average price of domestic aggregate MDI market was 12775 yuan / ton, with the price rising 2.00% month on month and 4.07% year on year. The overall market is relatively strong.
II. Market analysis
| PVA 1799 (PVA BF17) |
Product: the domestic aggregate MDI market is stable, moderate and strong. North China and East China Wanhua cargo Negotiation: 12900-13000 yuan / ton; Shanghai cargo Negotiation: 12600-12700 yuan / ton; South China Wanhua cargo Negotiation: 12900 yuan / ton; Shanghai cargo Negotiation: 12500-12600 yuan / ton. At present, the spot market is tightening, the operators are reluctant to sell at low prices, and the factory price is stable, so the operators have enough confidence in the future market.
In terms of market, the aggregate MDI market in North China and Shandong moved up and steady. The spot market is tightening, the operators are reluctant to sell at low prices, the downstream just need to follow up is limited, and the market high-level trading is not smooth. East China aggregate MDI market moved up in stability. Wanhua new moon news came out, the market is waiting for more news from other enterprises, but due to the tight spot, the operators are reluctant to sell at low prices, the downstream market is cautious, and the market is short of trading volume. South China aggregate MDI market range consolidation. There is no obvious change in the market fundamentals. The market is more cautious to wait for the price and quantity news of other enterprises. The industry is steadfast to discuss the shipment and the downstream is cautious to receive the offer.
Industrial chain: in terms of raw materials, pure benzene Market in Asia: in January, the sales volume was 660 US dollars / ton fob in South Korea. Domestic pure benzene Market: the pure benzene Market in East China maintains a firm operation. The negotiation reference is 5400-5450 yuan / ton, the high selling price is insisted, and the far monthly negotiation is 5200-5300 yuan / ton. Part of the purchase is waiting and waiting, responding to the lack of high-end products, and the enthusiasm for goods preparation is limited.
| PVA 1788 (PVA BP17) |
Aniline: aniline factory has a high inventory, and the terminal factory is competitive to promote shipment. Raw materials pure benzene high price, may rise, the cost side has good support. The price is expected to be stable, with reference to 6800-6900 yuan / ton for East China and 6640 yuan / ton for North China.
III. future forecast
From the perspective of business community: on the positive side, enterprises have less market volume; suppliers intend to stabilize the market. In terms of bad news, the terminal just needs to be improved to a limited extent; some downstream still have pre inventory, mainly digesting inventory. MDI analysts predict that the short-term domestic aggregate MDI market is stable, moderate and strong.
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