DO, silicon, epoxy resin, acrylic, polyurethane and other industrial chains have re -entered the field of vision of workers!
That’s too fierce! The BDO industry chain is in full swing!
Everyone knows how fierce BDO rises? The price of raw materials has continued to rise, and the BDO industry chain has also opened a comprehensive rise model. A number of PBAT manufacturers such as Rui’an, Lanshan Tunhe, Zhejiang Huafeng, Hengli Kanghui, and Jin Huilong have raised PBAT products prices, an increase of about 1,000-2000 yuan/ton.
▶▶ Shandong Rui’an: Since February 3, 2023, the price of its PBAT products has been adjusted and raised 2,000 yuan/ton.
▶▶ Xinjiang Lanshan Tunhe: The company decided to increase the price of PBAT products to 14,500 yuan/ton. This price is implemented from the date of announcement.
▶▶ Zhejiang Huafeng: Since February 3, 2023, our company has adjusted the price of PBAT products, raising the increase of 1,000 yuan/ton.
▶▶ Kanghui New Material: PBAT/PBS/modified resin price is raised by 1,000 yuan/ton. The above price adjustment will be implemented from February 1, 2023.
▶▶ Jin Hui Zhaolong: From February 1, 2023, price adjustments have been made on Ecown’s biodegradation polych vinegar (PBAT), and 1,000 yuan/ton is raised on the basis of the original price.
A single discussion! Acrylic is on the way up!
After returning after the Spring Festival, acrylic acid ushered in continuously, and the current average price exceeded 7,500 yuan/ton. On February 7, the accuracy was 7866.67 yuan/ton.
On February 1st, the well -known domestic acrylic supplier, Bao Lijia issued a notice of price adjustment, stated that due to the shortage of supply of various raw materials produced by acrylics and soaring prices, the price of the company’s product was greatly increased. To make different degrees of raising, the specific price implements a “single discussion” policy.
Badfu Group Co., Ltd. established the “Notice on Implementation of New Quotation” on February 2, saying that the price of raw materials has continued to rise since the beginning of the year. As of February 2nd, the single -day price of acrylic (East China) has reached 10,600 yuan/ton, and the cumulative increase of 1,000 yuan/ton has continued to rise after the year,the above to our product cost posed a great challenge.
Badfu said: According to market predictions, the raw materials are strong, and there is still a wave of room for continuous rise in this month. According to the cost accounting results of our Financial and Economics Center, from the beginning of the day, the price of our products will be adjusted. The specific quotation can communicate with the person in charge of the area of Badfuja Tu Division.
In view of the current trend, our decision will no longer accept long -term orders for long -term orders. Please ask all customers to do its own strategic reserves according to the market sales strategy and actual inventory needs in order to flexibly adapt to market demand.
▶ According to incomplete statistics, the prices of acrylic acid, butyl acetate, styrene and butyl acrylate in the emulsion industry chain have all increased from the end of 2022. Acrylic acid price increased by 341 yuan/ton from the end of 2022, up by 5.19%; Compared with the quotation at the end of 2022, butyl acetate increased by 33 yuan/ton, or 0.45%; Compared with the price offered by the end of 2022, styrene increased 609 yuan/ton, up 7.43%; Butyl acrylate compared with the price at the end of 2022 increased by 633 yuan/ton, up by 6.86%.
Epoxy resin after the first week of turning red!
double raw material market ushered in A red start, bisphenol A continued to push up by the cost support, epichlorohydrin market slightly up. At the early stage of the post-holiday market, there was a strong wait-and-see atmosphere in the epoxy resin market, with stable prices dominated by manufacturers and traders, slow return to the market downstream, and flat market trading atmosphere. However, as the price of raw materials continues to rise, the pressure of resin cost increases, and the production enterprises adjust the ex-factory price one after another. The focus of market negotiation goes up, and the downstream return to the market one after another.
Organic silicon faucet rises throughout the board!
For a few months of organic silicon market, the wind rising this week has finally blown to the silicon industry chain. After several major single factories have risen 400, the leading single manufacturer is also rising as everyone expected. Raising raw glue, 107 glue rose 500, DMC reached a low level of orders and then rose 500 to 17,500 yuan/ton. Surprisingly, silicon oil fell 500, 18500 yuan/ton was empty in seconds, and then increased to 19,000 yuan/ Ton. At present, although everyone has just risen a few hundred, but for the long -awaited organic silicon market, the demand is expected to be better. The Jedi rebound is finally seen! Judging from yesterday, the downstream believes that the current organic silicon is still at a low price, and the upstream and downstream inquiries are positive, and the goods will be made based on how many orders. On the whole, this round of upstream and downstream resonance has been greatly improved, which greatly improves the confidence in the restoration of monopolys for profit. It is expected to maintain a steady exploration in the near future!
Mainstream quotation:
DMC: 17000-17500 yuan/ton;
107 glue: 17500-17800 yuan/ton;
Ordinary raw glue: 18000-18300 yuan/ton;
High molecular gum: 19500-19800 yuan/ton;
Settlement mixed glue: 15800-16500 yuan/ton;
Domestic silicon oil: 19500-20000 yuan/ton;
Imported silicon oil: 23000-23500 yuan/ton;
Cracking DMC: 15500-15800 yuan/ton (excluding tax);
Cracking silicon oil: 17000-17500 yuan/ton (excluding tax);
Crack 107 glue: single discussion;
Waste silicone (wool edge): 6700-6800 yuan/ton (excluding tax).
The upstream raw materials rose rapidly, and the entire industry chain turned red!
The mainstream price of the outer CFR China PTA is $ 785/ton, an increase of $ 35/ton (about RMB 236/ton) from $ 750/ton before the Spring Festival.
The closing price of the two tolitom in the United States is 1163-1173 US dollars/ton FOB US Harbor, which is about $ 100/ton (about RMB 674/ton) from US $ 1047-1057/ton FOB.
The closing price of the two methane markets in Europe is 1261-1263 US dollars/ton FOB Rotterdam, which is about $ 50/ton (about 337 yuan/ton) from US $ 1211-1213/ton FOB Rotterdam.
The closing price of the two methane markets in Asia is 1045-1047 yuan/ton FOB South Korea and 1070-1072 US dollars/ton CFR China, which is 996-998 yuan/ton FOB South Korea and 1021-1023 US dollars/ton CFR. About/ton (about 338 yuan/ton).
After the festival, the entire industry chain rose to the moment, the polyurethane industry chain, the plasticizer industry chain, and the acid ester industry chain performed well.
Take the polyurethane industry chain as an example. Recently, the polyurethane industry chain has appeared in the upstream raw material TDI, MDI, and BDO of the upstream raw material. In particular, BDO has rebounded significantly since entering 2023! The price has risen by more than 1100 yuan/ton since the beginning of the year!
The price of BDO rises. First, the parking or low load operation of multiple sets of devices in the early stage leads to a shrinkage of supply; the second is to continue to increase the market confidence and operating atmosphere of the market; Strong expectations for the market outlook. At present, although the supply side has increased after the Spring Festival, the demand side has gradually recovered. In the short term, the tension pattern of BDO spot supply continues, and the domestic BDO market is still operating firmly.
MDI has been rising this year, and the price has increased by more than 1,600 yuan/ton since the beginning of the year. Wanhua Chemistry and BASF have raised their prices after the beginning of the year. price. In addition, Wanhua Chemical issued an announcement on the evening of February 3 that the Ningbo plant will begin a month of discontinuation and maintenance on February 13, 2023. It will cause a certain tension on MDI supply. It is expected that MDI will have room for rising.
Most of the price increases of a variety of chemicals after the holiday are attributed to the recovery of demand and the recovery of market economy. However, Guanghuajun believes that the price increases of some domestic chemicals are also influenced by the overseas market environment. After the Spring Festival, BASF, Dow, Colari and other enterprises announced price increases one after another, which had a certain market boost. But what is the real demand? Please buy according to the actual situation.
Post time: Feb-22-2023