According to the monitoring data of business society, as of October 9, the average ex factory price of domestic industrial grade dimethyl carbonate was 13433 yuan / ton. Compared with the price on October 1, 2021 (the reference price of dimethyl carbonate was 12700 yuan / ton), the average price increased by 733 yuan / ton, or 5.77%. Compared with September 1 (the reference price of dimethyl carbonate was 8900 yuan / ton), the average price increased by 4533 yuan / ton, or 50.94%.
| PVA |
It can be seen from the data monitoring chart of business agency that in September, the domestic dimethyl carbonate market rose by more than 42%. In October, after the National Day holiday, the domestic dimethyl carbonate market continued to rise. Under the guidance of the energy-saving dual control policy, dimethyl carbonate units in Shandong and Anhui had maintenance plans in October. During the holiday, although there were construction plans for dimethyl carbonate in Ningbo, it did not support the overall supply of the market, and the supply of dimethyl carbonate in the venue was still tight after the holiday, The spot market is hard to find, so the price of dimethyl carbonate on the floor continues to rise after the festival. On the 8th, the mainstream price of dimethyl carbonate in the domestic Shandong market was around 12800-13500 yuan / ton, and the high-end price rose to 14000 yuan / ton, up from 1200 yuan / ton before the festival. At present, the trading atmosphere of dimethyl carbonate on the floor is OK, and the downstream has resumed work one after another. As of October 9, The average ex factory price of domestic dimethyl carbonate is 13433 yuan / ton, an increase of 5.77% after the national day.
In terms of upstream dimethyl ether, after the national day, the domestic dimethyl ether market rose. As of October 8, the reference price of dimethyl ether was 5205 yuan / ton, an increase of 9.75% compared with October 1 (4742.50 yuan / ton). Since early September, the domestic dimethyl ether Market has risen sharply, mainly from the raw material methanol market. Affected by the dual control policy, the supply in the mainland is limited, the inventory of enterprises is reduced, the price of thermal coal has hit a record high again, and the methanol cost support is obvious. In addition, the methanol supply in Northwest China and other places has shrunk, the methanol production cost support is obvious, and the futures and spot have risen hand in hand. Under the influence of the policy, the supply of goods in the mainland is limited, and the downstream goods preparation is more active before the national day. The downstream strong goods preparation operation synchronously supported the sharp rise of the market, and mainland traders did not dare to be bearish under the logic of cost promotion. Under the high coal price, methanol cost support is still obvious.
Future trend analysis
At present, the on-site supply of dimethyl carbonate has decreased significantly, so the supply side will continue to support the market of dimethyl carbonate in the short term. On the demand side, the downstream is also recovering under the guidance of policies, and the demand side can still be maintained. Therefore, considering the factors of supply and demand, the dimethyl carbonate analysts of business society believe that in the short term, The domestic dimethyl carbonate market is less likely to fall sharply. It mainly operates in a high and narrow range, and more attention should be paid to the specific changes in supply and demand.
| http://www.pva-china.net |