The quotations of major manufacturers increased significantly. The hurricane in the United States led to the temporary shutdown of foreign MDI devices, and the relative shortage of supply gave rise to the bullish sentiment of traders. However, the downstream slightly resisted the high price, the traders’ shipment was not smooth, and the market entered a high consolidation period.
According to the sample data monitored by the business community, from August 30 to September 7, the market price of domestic aggregated MDI increased from 18825 yuan / ton to 20500 yuan / ton, with a price increase of 8.90% in the cycle, a price increase of 4.73% month on month and a year-on-year increase of 23.31%.
Although the market price has increased broadly, with the poor shipment in the trade link, there is no lack of low prices in the venue. At present, some factories reduce supply, some factories ship normally, the operators have a tangled mentality in the future, and some traders mainly ship with them.
The price of raw material pure benzene rose because the arrival of the ship was delayed and coincided with the delivery period at the end of the month. The market buying was active, driving the price stronger. The supply and demand fundamentals of pure benzene are expected to improve, and the inquiry is positive, driving the continuous rise of spot and far month prices.
The raw aniline market rose and fell. Tianji and Yantai Wanhua units returned to normal, which had a strong negative impact on the market. Affected by environmental protection policies, the downstream construction decreased, the demand for aniline weakened, and the northern aniline Market operated weakly and weakened slightly during the week.
In terms of enterprises, part of the 200000 t / a MDI plant in Dongcao, Japan will be overhauled on September 2, but the rest will be overhauled in mid September for about 45 days. It is expected that the plant will be put into production in late October; The 13 + 70000t / a unit operates normally. Zhejiang Ruian 80000 T / a MDI unit officially resumed production on September 1.
In the future, business community aggregation MDI analysts expect that the domestic aggregation MDI market is dominated by high-level consolidation.
| PVA |