This month, the domestic BDO market rose first and then stabilized, and then rose sharply in the whole, and then entered the state of consolidation after rising in the last ten days of this month. According to the sample data monitored by the business agency, the average price of domestic BDO producers on November 1 was 10083 yuan / ton, and that on November 30 was 12250 yuan / ton, with a price increase of 21.49% and a year-on-year increase of 25.26%. The BDO price has been rising sharply for 4 months.
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Some enterprises announced the settlement price in November and the listing price in December:
Enterprises, settlement in November (bulk water delivery), listing in December (bulk water delivery)
Xinjiang Lanshan Tunhe Chemical Co., Ltd. East China 11600 yuan / ton, South China 11800 yuan / ton, East China 13000 yuan / ton, South China 13200 yuan / ton
This month, the domestic BDO market was stagnant after a sharp rise. With the restart of parking devices and the introduction of new capacity into the market, the tense situation of spot goods has been eased; the construction of some downstream enterprises has declined, the demand has decreased, and the purchasing mentality has turned rational. The market mentality of the manufacturers and the high-level deadlock of negotiation focus.
In terms of the plant, Xinye shut down at the end of March and restart in mid November, and is now in full load operation; Dongyuan was shut down for maintenance on October 30 to the middle of November, with the current load of about 80%; Meike phase II 100000 t / a plant was placed at the end of October to replace catalyst, which is expected to be about 7 days, at present, all the units are relatively stable operation; Henan Hemei coal company shut down for 20% maintenance on November 14 Sichuan Tianhua was shut down for maintenance from November 9 to 24, and now it has been running stably; the 30000 ton unit of Xinjiang Tianye was restarted in late November and produced products on 30 days; Yanchang Petroleum was officially put into operation on November 19, and the products were exported on November 25, with the current load of about 60%; Shaanxi Shaanxi Shaanxi Chemical Co., Ltd. replaced the catalyst on November 23, lasting for 7 days.
In terms of downstream, PBT: Kanghui has a maintenance plan in December; Kaixiang stops for maintenance on November 15, which is planned to be maintained for about one month; Nantong Xingchen stops for maintenance on November 13 and plans to overhaul for about 1 month. Demand is expected to increase next month. However, due to the reduction of unit consumption, the consumption is not obvious. On the whole, the digestion capacity of the demand side may increase with the restart of the PBT shutdown device in the next month.
Next month, the support of raw material end is OK. The supply side is expected to improve or weaken with the restart of Hecheng coal plant, the new capacity and the load of the restarted units. BDO analysts predict that the domestic BDO market will remain high in the short term.
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