1、 Price trend
According to the bulk list data of business society, the price of aniline stabilized after falling at the beginning of the week. On February 25, the price in Shandong was 13000-13200 yuan / ton; The price of aniline in Nanjing is 13800 yuan / ton; On March 4, the price in Shandong was 12500-12700 yuan / ton; The price of aniline in Nanjing was 12800 yuan / ton, down 5% from last week and up 11.11% from the same period last year.
| Chitosan oligosaccharide |
2、 Analysis and comment
In terms of cost, pure benzene: the demand for pure benzene is insufficient due to the loss of profits of main downstream products and the reduction of load and shutdown of some units; Shandong local refining enterprises generally take goods; Superimposed on the weak price of styrene, pure benzene weakened slightly at the beginning of the week. In the second half of the week, affected by the escalation of geopolitical tensions, crude oil soared and the external market rose, driving the domestic pure benzene market to rise. On Friday (March 4), the price of pure benzene was 8400-8550 yuan / ton (the average price was 8460 yuan / ton), and the average price increased by 520 yuan / ton or 6.55% compared with last week; Compared with the same period last year, it increased by 26.84%.
Nitric acid: the price of nitric acid stabilized after rising this week. On Friday (March 4), the domestic production price of nitric acid was 2216.67 yuan / ton, up 0.76% from last week and 11.77% from the same period last year. Nitric acid is delivered normally this week, and the delivery is better.
At the beginning of the week, the cost side maintained a weak trend, superimposed on the weak downstream demand for aniline, the mentality of the industry turned to shipment, and the price fell. In the second half of the week, affected by crude oil, the price of pure benzene rebounded broadly and the cost support rose strongly. However, the downstream profit space of aniline is insufficient, the follow-up of aniline is weak, the delivery of aniline is general, the factory inventory is accumulated, and the price rise is blocked. In terms of supply, Jinling and Jinmao units stopped this week, Tianji operated at half load, and the supply in the North decreased more; Most contracts are executed in East China, and the spot delivery is limited.
| Gamma-PGA (gamma polyglutamic acid) |
3、 Future expectations
In terms of cost and pure benzene, at present, pure benzene is mainly driven by cost, and the demand side is insufficient. If crude oil continues to rise, pure benzene may rise; If crude oil falls, pure benzene may fall rapidly. In terms of nitric acid, the supporting kinetic energy of raw liquid ammonia is insufficient, and the price of nitric acid is expected to continue to be dominated by weak operation.
The spot supply of aniline is relatively small, the cost support is OK, but the downstream demand is weak. Overall, aniline continues to consolidate in the short term. Continue to pay attention to the trend of raw materials, downstream demand and the impact of the dynamics of aniline plant on the price of aniline.
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