On the 29th, the domestic epoxy resin market continued to rise, but the change of raw material end was not obvious, and the change of cost side was limited. Therefore, it can be seen that the profits of epoxy resin factories are quite high. According to the monitoring data of business agency, the ex factory price of liquid epoxy resin is around 21000 yuan / ton this week, while the market monitoring data shows that the ex factory price of bottled epoxy resin has exceeded 21100 yuan / ton, and the reference price of solid epoxy resin is 16700-17000 yuan / ton. At present, Changchun chemical company offers 21000 yuan / ton, Jinan Tianmao and Baling Petrochemical Company offer 20500 yuan / ton, mainly order production, Nantong Xingchen offer 20800 yuan / ton, Yangnong offer 21300 yuan / ton, and East China market, the market offer 21200 yuan / ton barrel, and recently due to the limited supply of goods, offers reduced, but the market situation continues to rise.
| PVA |
In terms of cost, bisphenol a market, one of the raw materials, remained at a high level, with an offer of 12400-12600 yuan / T. Entering the October, the market of bisphenol A first increased and then stabilized and then narrowed down. The market situation is not optimistic near the end of the month. The domestic bisphenol A market is difficult to guarantee prices, and the market offers more loose. The price of the holding company is always frequent. The reference is about 12500 yuan / ton, and the turnover is scanty. At present, the factory concentration is adjusted to 13000 yuan / ton. The reference offer range of domestic market is 12500 yuan / ton, and some markets have lower prices.
Another important raw material epichlorohydrin market is narrow and weak, adjustment and operation, the overall atmosphere in the field is weak, and the downstream just needs to replenish goods into the market. Although the delivery of goods by the holders is not smooth, but under the cost control, the intention of low price is not high, and there is no lack of possibility of supporting the price.
In terms of devices, Changchun Chemical’s 150000 T / A, Nantong Xingchen 160000 T / A, Baling Petrochemical 70000 T / A and Jinan Tianmao units are in normal operation, and 80% of Yangnong Jinhu 170000 T / a plants are mainly supplied to contract users; among the 200000 t / a devices of Hongchang electronics, Guangzhou device is shut down, and 80% of Zhuhai plant is in operation, and some plants are mainly for orders or stable supply contracts The supply of goods in circulation in the market decreased, and the offer of new single increased again. /p>
From the perspective of business associations, with the rapid rebound of prices to a high level, downstream terminals just need to follow up on high prices and adopt the mode of on demand purchase. At present, the raw material end has been reduced in a weak way. It is expected that the epoxy resin market will run at a high level in the short term under the tight supply of goods. The upstream and downstream situation will be closely watched, and the short-term liquid epoxy resin will run at 21200 yuan / ton.
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