Market price: since the middle of May, the acetone market has maintained a high level of operation. According to the monitoring data of the business agency, up to now, the offer of acetone for mainstream factories in East China is 8000 yuan / ton, 8100 yuan / ton for mainstream factories in North China and 8400 yuan / ton for factories in Shandong. The current offer of mainstream markets: 8300-8400 yuan / ton for mainstream factories in East China, surrounding areas of Yanshan and Shandong offers 8400-8500 yuan / ton. Looking back on history, on February 10, 2017, the market price of acetone in East China was about 8200-8300 yuan / ton, the market price of acetone around Yanshan was about 8300-8350 yuan / ton, and the negotiation price in South China was about 8300-8400 yuan / ton.
| EDTA 2Na |
Trend of ex factory prices in East China in 2017-2020
National market price trend in recent three months
First, the port supply is tight, and the acetone market keeps pushing up. Last week, the port inventory went down to 7000 tons, and the imported goods were unable to be unloaded due to the congestion of arrival at the port. The supply of acetone for imported goods was once tight. In addition, the Tianjin acetone plant in Zhongsha was shut down for maintenance for two months, and 70% of Yangzhou Shiyou plant was in operation, with the market average operating rate of less than 80%, while the terminal rose rapidly. With the support of the mentality of the cargo supplier, the port reported a high price boldly, and those with a small amount of inventory were reluctant to sell, market reported The offer is firm and strong, and the supply of low-cost goods is hard to find. The market has risen to more than 8000 yuan, and the offer in East China has retreated to 8400 yuan / ton.
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Second, the raw material market keeps rising, with strong cost support. In terms of pure benzene, the listing price of the manufacturers is 150 yuan / ton. In terms of market, the listing price of pure benzene is 3100-3550 yuan / ton on May 9, and 3100-3600 yuan / ton on Sunday (May 17), an increase of 1.22%. In terms of propylene, the domestic market price of propylene (Shandong) rose unilaterally, with the initial weekly price of 6332 yuan / ton and the weekend price of 6657 yuan / ton, with a weekly increase of 5.13%.
Third, the differentiation of terminal demand products is obvious. The start-up of bisphenol A enterprises was stable, with the overall start-up of 60-70%. Sinopec Mitsubishi 180000 T / a plant was shut down on the 5th, and keschuang 410000 T / a plant was shut down last week; the start-up of isopropanol plant remained high, and the isopropanol plant experienced a second rise due to the upward impact of raw acetone, and the offer again exceeded 10000 yuan. MMA rose significantly, and overall good trading just needed to buy high priced acetone market. However, MIBK market has been greatly impacted. In the face of high price acetone market, enterprises have reduced their start-up and even stopped production. By the end of last week, the start-up rate of MIBK plant has declined significantly, and there are few start-up enterprises.
Future market forecast: the port will unload at the weekend, and the port inventory will be replenished appropriately. At present, the port inventory is over 10000 tons, and the shipping willingness of high-level cargo holders is enhanced. There is no shortage of low-cost acetone offers in Jiangsu and Ningbo, with a slight downward offer of 8250-8350 yuan / ton. However, Sinopec in North China raised its offer by 100 yuan / ton. The local market is strongly supported, and the market offer remains high at 8400-8500 yuan / ton , the offer of Shandong area is kept at 8400 yuan / ton in line with the listing of lihuayi Weiyuan. It is predicted by the business agency that the current acetone market has limited high-level downstream follow-up, and there are still imported goods coming to Hong Kong in the near future. It is expected that the acetone market in East China will still maintain a slight callback market above 8000 yuan / ton, and it is expected that the market in East China will offer 8150-8250 yuan / ton.
| Melamine |