Under the pressure of cost, the market of bisphenol A has gone through a round of big rise, and began to stabilize in the middle of June. According to the monitoring of the business agency, the market offer was 8800 yuan / ton on May 5, 12450 yuan / ton on June 9. After the May Day holiday, the market of bisphenol A has risen 41.48% in total, and 12366 yuan / ton on June 11, with a narrow correction. At present, the cost has both declined, and the weak cost has made the BPA, which was originally not optimistic in demand, turn down, and the factory has mostly suspended the offer.
From the cost point of view, the overall surge of phenol and acetone has been temporarily stopped and turned downward. Especially after two months of sharp rise of acetone, traders are eager to make shipment and offer lower obviously, which is mainly reflected in the 1000 yuan / ton decline of offer in the mainstream East China region. At present, the East China market talks are 11000-11300 yuan / ton, and the supply in other mainstream regions is still tight and stable as a whole. Another important raw material phenol, discussed in East China, decreased from 8000 yuan / ton in the past few days to 7800-7850 yuan / ton. Therefore, the theoretical cost range of BPA plant is (9756-9880) + 2000 = 11750-11880 yuan / ton, and most plants are near the profit and loss line.
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In recent two months, bisphenol a market has risen sharply, especially acetone market, from 4000 yuan / ton to 12500 yuan / ton. In the middle of June, acetone turned downward, and the upward step of bisphenol a stopped abruptly. Although acetone only accounts for 0.27 per unit of bisphenol A in production, the popular acetone market still has a great impact on it. This week, the acetone market is stable and excessive. As a whole, the supply of acetone market is still tight Zhang, the operation rate of the plant has declined, and the port supply is not sufficient. It is expected that the overall acetone level will be stable or rebound in a narrow range next week. Another important raw material phenol, the market opened on June 8, the factory pushed up sharply, the market mentality was strongly supported, and the firm offer was up to 8000-8200 yuan / ton. However, the terminal market is not optimistic, and the demand side is low, which makes it difficult to push up. At present, the market negotiation is 7800 yuan / ton.
The downstream liquid epoxy resin and PC showed an upward trend, while the other downstream was not optimistic. The downstream liquid epoxy resin operates at a high level, the terminal wind power industry develops generally, and the enterprise’s operating rate operates stably as a whole. The mainstream negotiation of the epoxy resin market operates at a high level of 20000-20500 yuan / ton, and the short-term market remains stable. In terms of PC, according to the monitoring of the business agency, the price rose from 12300 yuan / ton on May 8 to 14933 yuan / ton on June 10. On June 11, the market was stable, with a monthly increase of 23.4%. The current upward trend was suspended, and the terminal demand still needs to be paid attention to later.
According to the business community, although phenol is still in a downward trend and acetone is temporarily high and stable, the overall cost of raw materials is still strong, but the terminal is not optimistic and the downstream just needs to be purchased. On the other hand, the inventory pressure of bisphenol a plant is not great, and the mentality of large customers is acceptable, and the downstream wait-and-see is increasing. Under the supply-demand game, there are many merchants who make profits and sell. It is expected that the short-term market of bisphenol A will be mainly weak and stable, focusing on the change of the demand side of the terminal purchasers. The market quotation reference is 12000-12500 yuan / ton.
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