1、 Price trend:
According to the data of the large list of business agencies, the domestic PA6 market was positive in the early May, with spot prices rising significantly. As of May 18, the main offer price of sample enterprises for Zhongwei 2.75-2.85 was about 15666.67 yuan / ton, a 5.62% increase compared with the average price at the beginning of the month, with a 37.83% increase year on year.
2、 Analysis of influencing factors:
The domestic spot market in the upstream caprolactam is strong in recent years. As of May 18, Nanjing Oriental caprolactam liquid price is 15000 yuan / ton, and the unit load of 400000 tons / year is 8500. The liquid price of Baling Hengyi caprolactam is 14700 yuan / ton, and the 450000 T / a unit is normally started and accepted to be delivered. The price of caprolactam liquid of Baling Petrochemical is 14700 yuan / ton, and the 300000 t / a unit is normally started and accepted to be delivered. The price of caprolactam liquid in Shandong Luxi Chemical Industry is 13800 yuan / ton, the factory has a capacity of 300000 tons, and the unit is in normal production. The price of pure benzene, the direct raw material, will stabilize after rising, and will benefit the cost side of caprolactam. It is expected that the market will gradually stabilize in the near future and enter the high level to sort out the market.
The trend of caprolactam is strong, and the cost side support of PA6 is rising. Last month, PA6 spot market continued to fall for more than a month, and the market of this round continued to stop falling and rebound at the end of April. Currently, PA6 prices follow up upstream raw materials, downstream factories are cautious in purchasing and follow-up. The transaction on the site is weak, and the actual delivery and investment are mostly small orders. The price of engineering materials is slightly higher than other materials. Although caprolactam is also rising in slicing, the profit situation of polymerization plant may be difficult to open the negative profit situation which has been maintained before. The overall commencement rate of the industry is about 70%.
3、 Post market forecast:
Analysts from business society believe that the upstream caprolactam market of PA6 in the first half of May was stronger, and PA6 was passively rising due to cost support. The willingness to purchase PA6 downstream plants is still weak, and the end-users are mainly cautious and demand continues to weaken. In general, although PA6 is in the rising market, the accumulation of cost pressure and the poor profit of the industry are continuously hindering the domestic PA6 market. PA6 prices are expected to increase only if they are limited.
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