According to the monitoring data of business news agency, the market of bisphenol A has continued to rise since July. On June 30, the market in East China was offered at 20340 yuan / ton. As of July 20, the market in East China was offered at 26620 yuan / ton. The market of bisphenol a rose 30.88% in 20 days. Especially in the middle of July, bisphenol a rose significantly, with daily offer pushing up 500-700 yuan / ton. The main reasons for the sharp rise of bisphenol a market in the near future are as follows:
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Nantong Xingchen 150000 T / a bisphenol a plant is overhauled, and the market is expected to be tight; Subsequently, eight rounds of sub brand bidding of Zhejiang Petrochemical Co., Ltd. rose sharply, forming a favorable support for the market. Downstream epoxy resin and PC devices were purchased one after another, and product prices rose simultaneously. In trade, the company actively made profits and sold its goods. Downstream products rose one after another, further benefiting the bisphenol a market.
On Friday, the 120000 T / a BPA unit of Sinopec No.3 well was shut down for 3-4 days, and the atmosphere of speculation was not reduced; On the morning of the 20th, Sinopec Mitsubishi’s 180000 T / a bisphenol a plant stopped unexpectedly due to equipment failure. It is expected to be overhauled for 3-4 days. The relay of the unexpected shutdown device will continue, and the goods holders are reluctant to sell. The market offer will be greatly boosted. I heard that the early morning parking market offer pushed up to 26500 yuan / ton, and the afternoon closing market offer range has reached 26500-27000 yuan / ton, which is really not the highest, only higher.
2021 is an unusual year for the bisphenol a market. In 2021, the bisphenol a market has been singing all the way. In the second quarter, it initially set an all-time high offer of nearly 30000 yuan / ton. Since the middle and late April, the market has turned around and fallen uncontrollably, but the market has always maintained a red line of 20000 yuan / ton. Compared with previous years, the bisphenol a market in 2021 has continued to be at a high level, and it has been moving forward in the second quarter, In July, under the support of tight supply and parking news, BPA entered the upstream channel again.
From the perspective of raw material side, the phenol market fluctuates in a narrow range, and the market negotiation is deadlocked. The negotiation is between 9300-9500 yuan / ton. The overall change is not big in the near future. The port inventory is relatively stable, the pressure on the supply side is not big, and the downstream delivery mood is not good. It is difficult for the cargo holders to expect to push up the market, and the overall atmosphere is not warm, so it is difficult to make large volume on the trading side. On the other hand, the acetone raw material market as a whole rose slightly. The mainstream negotiation range was 5000-5100 yuan / ton. The market atmosphere was general. Most of the goods holders made offers with them. At present, there was an increase in Hong Kong Inventory. The replenishment mood of terminal factories was general. The actual orders were mainly small ones.
Under the pressure of cost, the market of downstream liquid epoxy resin is rising obviously. According to the current bisphenol A (unit consumption 0.68) plus various expenses, the cost of liquid epoxy resin is close to 30000 yuan / ton. At present, the pressure of cost is greater. It is reported that the mainstream negotiation price of East China liquid epoxy resin is 32500-33000 yuan / ton in barrels, and the market of solid epoxy resin is more than 29000 yuan / ton, The epoxy resin market is also showing a situation of low price and reluctant to sell. At present, the epoxy resin is still digesting the pressure brought by the sharp rise in cost, and most factories arrange procurement.
In the view of the business community, the news of plant parking has continuously helped the market of bisphenol A to rise. At present, a few dealers are reluctant to sell, and the market price is rising rapidly. Tomorrow’s plant auction is expected to continue to rise, and the business community expects the market of bisphenol A to continue to rise in the short term. After a substantial increase in downstream pressure, we should pay attention to the actual purchase of downstream orders.
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