Market price: phenol and acetone are rising again, epoxy resin is rising again and PC is boosted slightly by helmet policy, which makes bisphenol a market intend to rise again. It’s hard to find a low price supply this week. According to the monitoring of the business agency, the offer in the East China market is stable at 9700-9750 yuan / ton, and the offer in the North China market is maintained at over 9700 yuan / ton. After last week’s stop, the market fell back. This week, the market intends to push up again. This week, the increase is 50 yuan / ton, although the increase is limited, the enthusiasm of traders for shipment is general. Although there is a general atmosphere of inventory purchase in the downstream, the source of low-cost goods in the market is hard to find, Hold goods merchant mentality to be good.
| Benzalkonium chloride |
Analysis and comment: Products: this week’s opening of bisphenol a market negotiation atmosphere is good, traders have a positive attitude, and it’s hard to find in the low-cost offer site; Sinopec Mitsubishi plant is restored and restarted, Lihua yiweiyuan starts 80%, offers maintain 10000 yuan / ton, Changchun starts 80%, offers maintain 9800 yuan / ton, Sinopec Mitsui full load operation, offers 9900 yuan / ton has no export temporarily.
Industry chain: phenol Market and acetone market keep high, which support the price and cost of BPA. First of all, in terms of phenol, after the May Day holiday, the port unloading difficulties in phenol Market and the favorable news on the supply side such as device maintenance were released. In East China, the price rose to 7000 yuan / ton, up 10% in the week after the holiday (as of May 10). After the sharp rise, the market demand side resistance quickly weakened, and in East China, the price fell to 6450 yuan / ton. However, in the middle of May, the import source was supplemented, but the overall phenol supply was still available There is no pressure. The phenol market rose again this week. Currently, the listing price of petrochemical manufacturers remains stable at 6900-7000 yuan / ton. The market in East China was quoted at 6650-6700 yuan / ton. This week, the market opened up 150-300 yuan / ton, the average increase in the national market 2.61% 。
Another important raw material acetone market, 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 price of acetone offered by mainstream factories in East China is 8000-8400 yuan / ton, that of mainstream factories in North China is 8100 yuan / ton, and that of Shandong factories is 8400 yuan / ton. Currently, the price of mainstream markets is 8000-8150 yuan/ Tons, the price of 8400-8500 yuan / ton in surrounding areas of Yanshan and Shandong. Active imports have successively arrived in Hong Kong to ease the market supply tension. The downstream has obvious resistance to high prices, and the acetone market has a narrow downward trend. However, the current high price of acetone market in the past three years still forms a cost support for the bisphenol market.
| Sodium Molybdate |
In the downstream market, due to the influence of helmet policy, the price of mainstream factories increased by 200-600 yuan / ton as the raw material of helmet front baffle. Some traders are reluctant to sell. The PC market will undoubtedly usher in a wave of small peak development. In the short term, the price of PC as the raw material of helmet production is expected to maintain the recent rising trend. Helmet Technology The content is low, the service life is long, and the sharp rise trend is difficult to appear. In the long run, there is still a weak expectation in the domestic PC market. Another important downstream is the high-level finishing of epoxy resin. At present, the liquid epoxy resin is 19000-20000 yuan / ton. This week, the mainstream large-scale factory raised the offer by 500 yuan / ton again, and the device is in stable operation.
Industry: on May 19, the chemical industry index was 642, up 2 points from yesterday, 21 points from May 1, 621, and 598, the lowest point on April 8, 2020 7.36% 。 (Note: the cycle refers to 2011-12-01 to now). The chemical industry has been steadily rising, showing a trend of up, down and less, and the market mentality has been boosted.
Aftermarket forecast: the raw materials are strongly supported, the downstream market is gradually developing well, and the whole chemical industry market is showing a trend of more growth and less decline. The market mentality is extremely large, and the carrier has full information about the bisphenol a market in the later stage. It is expected that the bisphenol a market in East China will remain at 9700-9900 yuan / ton.
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