Recently (8.1-8.7), the dichloromethane market continued its upward trend in July and continued to rise. According to the Commodity Market Analysis System of Shengyi Society, as of August 7th, the average price of dichloromethane bulk water in Shandong Province was 2670 yuan/ton, an increase of 2.89% from 2595 yuan/ton on August 1st. The cost of raw materials has been reduced, and methanol has been sorted and operated at a low level, while liquid chlorine prices have been operated at a low level; The operation of methane chloride units has slightly decreased, downstream demand for procurement has increased, and the inventory of dichloromethane in enterprises has decreased. Due to the impact of low inventory, enterprises have raised the ex factory price of dichloromethane. As of August 7th, the mainstream ex factory price of dichloromethane in Shandong region is around 2660-2680 yuan/ton.
Recently (8.1-8.7), there has been a slight decrease in domestic methane chloride production. The Dongying Huatai plant resumed operation on August 6th, which may increase market supply.
Cost reduction is expected to increase the profit margin of enterprises. Recently, the raw material methanol has been operating at a low to medium level. According to the commodity market analysis system of Shengyi Society, as of August 7th, the spot price of methanol was 2475.83 yuan/ton, a decrease of 1.36% from 2510 yuan/ton on the 1st. The liquid chlorine market is weakening and prices are running at a low level. As of August 7th, the acceptance price of liquid chlorine tank trucks in Shandong region is around -400 yuan/ton, which is lower than the -200 yuan/ton at the end of July.
The downstream R 32 factory is arranging production according to quota, with normal progress. Downstream demand remains stable, and the tight supply situation continues. Market offers remain strong at high levels.
The methane chloride data analyst from Shengyi Society believes that although the cost is low, the market supply is tight, and the inventory of enterprises is not high. With the resumption of normal operation of maintenance equipment, it is not conducive to long-term price support. In the short term, enterprise quotations are firm, and the price center remains stable or upward. In the future, attention should be paid to the supply situation in the field.
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