1、 Price trend
This week, the domestic market of cyclohexanone is weak. According to the monitoring data of business agency, the average price of domestic producers of cyclohexanone at the beginning of the week is 7350 yuan / ton, and the price of cyclohexanone at the end of the week is 7316 yuan / ton, down 0.45% in the week. The price is 0.90% lower than that of the same period last month and 34.08% lower than that of the same period last year.
2、 Market analysis
| Benzalkonium chloride |
Product: this week, the cyclohexanone market is weak, the upstream and downstream markets are down, the narrow range of cyclohexanone is down, the mainstream factory is 7200-7300 yuan / ton, cash ex factory. Sinopec’s listing of pure benzene was reduced by 200 yuan / ton to 5150 yuan / ton, with insufficient cost support. Sinopec’s listing of caprolactam was reduced by 450 yuan / ton to 10800 yuan / ton. The load of caprolactam was low and the basic supporting cyclohexanone device was provided. The enthusiasm for market procurement was not good, the starting load of solvent plant was low, and the market delivery was light. In terms of price, 7400-7500 yuan / ton of peripheral cash in Shandong market, 7600-7800 yuan / ton in East China market, 7900-8000 yuan / ton in South China market.
Industry chain: raw materials, pure benzene: within the week, pure benzene rebounded after falling. Crude oil and pure benzene US gold market fell sharply, driving the focus of Shandong market to 4900 yuan / ton. The downstream factories began to bargain hunting, the pure benzene inventory of the refining plant was released, the pressure was reduced, and the price rebounded to 4950-5000 yuan / ton.
Caprolactam: the overall activity of the adipic acid market is not high this week, among which the latest hanging settlement is only slightly lower than that of last month, and it is still at a high level. The factory’s attitude to support the market is still the main constraint at present. The middle and lower reaches are still relatively resistant to high prices, the willingness to make up positions is not high, the direct supply of contracts is steadily promoted, the enthusiasm of the spot market is not high, and the lower reaches just need to make up positions, and the middlemen have won Under the interest will, the offer is obviously cautious, and a small amount of negotiation goes with the market.
| Sodium Molybdate |
Adipic acid: this week, adipic acid is in a chaotic downward trend. It is worth noting that most industries and enterprises in the downstream have been recovering in succession, and the logistics and transportation situation has basically improved. However, the overall load in the downstream is not high, the rigid demand for raw materials is small, and the purchase is cautious, and the production and sales are gradually weakening. And the weak raw material end, peripheral bad news more obvious hit market confidence
3、 Future forecast
From the cost point of view, pure benzene is in weak operation, with insufficient cost support, and there is a small profit margin for cyclohexanone; on the demand side, due to the low demand of the terminal market, the downstream caprolactam maintains low load operation, and the demand for solvent is relatively small. Shenyuan has newly added a supporting 250000 ton cyclohexanone unit, and it is expected that the downstream demand for cyclohexanone procurement is still low, but the recent shipment of cyclohexanone is not smooth, and it is available from stock Should be abundant, business community cyclohexanone analysts expect that the short-term market weakness of cyclohexanone finishing.
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