1、 Price trend:
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According to the news agency, the domestic market was adjusted in late June. As of December 1, the main offer price of 2.75-2.85 from traders was about 12566.67 yuan / ton, an increase of 16.36% compared with the average price at the beginning of the month.
2、 Analysis of influencing factors:
In terms of upstream caprolactam, domestic caprolactam prices rose in November, with the increase concentrated in the middle of the year, and some brands increased more. At the end of the month, the average price quoted by caprolactam sample enterprises of business community was 10566.67 yuan / ton, which was 7.82% higher than the average price level in early November. The price of pure benzene in the upstream rose, and the support for caprolactam cost side was stronger. At present, caprolactam inventory position is low, Lanhua Kechuang, which has been shut down for maintenance in the early stage, has not been restarted. Zhejiang Juhua and Shandong Haili have also stopped for maintenance, aggravating the tight supply pattern. Caprolactam this good market sustained support from the supply side. At the same time, the domestic caprolactam factory generally increased the factory price recently to stabilize the market confidence. Far upstream international crude oil also had a strong performance in November, which was beneficial to the products of the chemical industry chain. Overall, caprolactam spot price by cost side and supply side is good, it is expected that caprolactam market will be strong in the near future.
The upstream caprolactam market is positive, which supports the cost of PA6. At the beginning of the month, PA6 fluctuated and remained stable, and in the middle of the month, the prices of various brands of products increased greatly. The whole month operating rate of downstream nylon filament is acceptable, but the factory has a mentality of resistance to high price goods, the replenishment operation is cautious, and the demand is slightly weak. In the last ten days, the atmosphere of traders selling goods was strong, and the price of PA6 market was impacted by the single profit. However, the tight supply pattern of caprolactam in December has become clear. Under the pressure of cost, the price of PA6 polymerization plant is on the way to increase. In the short term, PA6 may end the shock and rise again
3、 Future forecast:
Business agency analysts believe that: domestic PA6 market rose in November, the end of the high finishing. The upstream caprolactam supply decreased and the price went up, which strongly supported the cost side of PA6. Downstream factories just need to take delivery of goods, and have conflicts with high price goods, so they should be cautious in purchasing and trading. It is expected that the spot price of PA6 will continue to rise in the short term. It is suggested to pay close attention to the supply and demand of raw materials.
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