Cyclohexanone market fluctuated in a narrow range

The cyclohexanone market fluctuated slightly, Jiangsu Haili plant was shut down for maintenance, and some enterprises purchased in the market. After the sales pressure of cyclohexanone factory was relieved, the price rose. According to the monitoring data of business agency, as of August 3, the average market price of cyclohexanone in China was 10380 yuan / ton, with a month on month decrease of 4.59% and a year-on-year increase of 84.26%.

Summary of domestic cyclohexanone market as of August 33:

region ., Price

East China 10500-10600 yuan / ton cash delivery

South China 11000-11100 yuan / ton, cash delivery, detailed discussion on actual orders

Shandong region 10400-10500 yuan / ton cash delivery

In terms of raw materials and pure benzene, due to the loss of most downstream products and less demand for short supply in the market, the intention of spot purchase in the cycle is not expected, and the overall atmosphere of the market is weakening. After that, the price of styrene fell, followed by pure benzene. Downstream, caprolactam, caprolactam unit, Heze Xuyang caprolactam will restart a line at the end of this month, and the external cyclohexanone recovery unit will have little change temporarily.

The recent market of cost pure benzene mainly fell. After the market price of cyclohexanone rose in some areas, the downstream reaction was flat. The cyclohexanone analysts of business society expect that the short-term cyclohexanone market will enter the consolidation stage.

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On August 2, TDI market in East China was sorted out in a narrow range

According to the bulk list data of business society, the price trend of TDI market decreased slightly. On August 2, the average market price in East China was 15000 yuan / ton, down 1.10% from the previous working day.

The domestic TDI market was shaken and sorted out, the atmosphere in the venue was quiet, the downstream follow-up was general, the transaction in the venue was light, the offer of the cargo holder was large, stable and small, cautious operation was the main, and the market lacked effective guidance. On August 2, for domestic goods with tickets in TDI mainstream market in East China market, it was around 14300-14500 yuan / ton, and for Shanghai goods with tickets, it was around 14700-15000 yuan / ton. The actual order was negotiated.

According to the analysis of TDI data division of business society, at present, the domestic TDI market is generally traded, and the holder’s offer enthusiasm is not high. It maintains the negotiation and shipment. At the beginning of the month, the factory announced the listing price in August, and the price is flat compared with the previous month. There is no good news in the market. In the later stage, TDI market will wait and see the sorting and operation, and pay attention to the downstream follow-up.

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The price of aniline continues to rise (July 26-july 30, 2021)

1、 Price trend

According to the bulk list data of business society, aniline prices continued to rise this week. On July 23, the price in Shandong was 10100-10200 yuan / ton; The price of aniline in Nanjing was 10500 yuan / ton. On July 30, the price in Shandong was 10400-10600 yuan / ton; The price of aniline in Nanjing was 10800-10900 yuan / ton, with an average price increase of 2.93% over last week, 33.33% over the beginning of the year and 144.96% over the same period last year.

2、 Analysis and review

In terms of cost, affected by typhoon weather, the demand in East China is blocked; In addition, the continuous decline of styrene led to the decline of pure benzene. The North was impacted by low-cost hydrogenated benzene, and the pressure of enterprise inventory and shipment was prominent, and the price continued to fall. This week, the listing price of Sinopec pure benzene remained stable at 8150 yuan / ton, giving some support to the market. On Sunday (August 1), the price of pure benzene was 7900-8150 yuan / ton (the average price was 8170 yuan / ton), and the average price decreased by 40 yuan / ton or 0.49% compared with last week; Compared with the same period last year, it increased by 142.43%.

The price of nitric acid continued to rise during the week. On Friday (July 30), the production price of nitric acid in East China was 2600 yuan / ton, an increase of 6.12% over last week and 69.57% over the same period last year.

In the early stage, the price of raw materials rose continuously, the cost pressure increased, and aniline rose passively. This week, due to the shutdown and maintenance of several aniline units, the supply decreased significantly, supporting the price to continue to rise.

3、 Future expectations

In terms of cost, downstream profits were lost, some units were shut down, and the demand for pure benzene decreased. At present, the listing price of Sinopec is high, and there is expected to be downward space.

The raw material pure benzene continued to decline, and the profit of aniline improved to a certain extent. At present, the shutdown of several aniline units has brought certain benefits. With the restart of units in the later stage, the price may be impacted. Supply and demand still affect the later trend of aniline. Continue to pay attention to the trend of raw material, downstream demand and the dynamics of aniline plant.

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Poor demand, hydrogen peroxide showed a decline in July

According to the monitoring data of business society, since July, the traditional off-season of hydrogen peroxide has come, and the market has begun to fall endlessly, with a maximum decline of more than 8%. Near the end of the month, the hydrogen peroxide market rose. Due to the excessive decline in the early stage, the hydrogen peroxide as a whole still fell sharply. At the beginning of the month, the average price of hydrogen peroxide market was 886 yuan / ton, and at the end of the month, the average price of hydrogen peroxide market was 836 yuan / ton, with an overall decrease of 5.61%.

According to the weekly rise and fall chart of hydrogen peroxide in business society from May 3 to July 25, 2021, the hydrogen peroxide terminal was OK after May Day. With the maintenance of hydrogen peroxide manufacturers, it rose for two weeks, an increase of more than 8%. At the end of the month, due to the weakening of terminal demand, hydrogen peroxide began to decline sharply. Since June, hydrogen peroxide has opened the downward channel, falling for three consecutive weeks, with an overall decline of more than 7.5%. In early July, the decline of hydrogen peroxide Market slowed down, falling for two weeks in the middle and late ten days, and the market rose near the end of the month. Due to the large decline in the early stage, hydrogen peroxide fell sharply as a whole. Throughout July, hydrogen peroxide fell by more than 5.6%.

On July 29, some domestic hydrogen peroxide manufacturers offered as follows:

The quotation of hydrogen peroxide of Luxi Chemical is 760 yuan / ton, down 20 yuan / ton from the beginning of July; The quotation of hydrogen peroxide for Hebei Zhengyuan chemical fertilizer is 850 yuan / ton, which is 50 yuan / ton lower than that in early July; The quotation of hydrogen peroxide of Anhui Quansheng chemical is 900 yuan / ton, which is 50 yuan / ton lower than that at the beginning of the month.

The hydrogen peroxide market continued to decline in the off-season

In July, hydrogen peroxide still maintained a weak downward trend. Due to poor terminal demand, some hydrogen peroxide manufacturers shut down for maintenance. The hydrogen peroxide unit of Zhengyuan chemical fertilizer has been shut down for maintenance, and the price is relatively stable. The hydrogen peroxide Market in Shandong and Anhui continued to decline weakly. As of July 25, the mainstream quotation of domestic hydrogen peroxide manufacturers was 820 yuan / ton. Near the end of the month, the decline of hydrogen peroxide Market slowed down, and the quotations of some hydrogen peroxide manufacturers increased. On July 29, hydrogen peroxide returned to the front line of 840 yuan / ton, and the price stopped falling and rising. Throughout July, hydrogen peroxide showed an oscillatory decline, with a decline of nearly 6%.

Since July, the price of corrugated paper has been basically in stable operation, the market price fluctuation is relatively small, and most of them have a strong wait-and-see atmosphere. With the continuous reduction of the price of raw waste paper, in the middle of the year, the price of corrugated base paper was still reduced by the reduction of the price of raw waste paper, and most of them showed stable, medium and small fluctuations. Due to the impact of the coal to gas policy in Guangdong, the current supply side has narrowed slightly. In addition, the terminal demand is light, and the downstream secondary plants mainly need to replenish the warehouse, which makes the market trading atmosphere not strong, the paper market weak, and the rise of hydrogen peroxide weak.

Business agency hydrogen peroxide analyst Li Bing believes that hydrogen peroxide is in the off-season of consumption, and the price has fallen all the way to the bottom. Hydrogen peroxide may end its decline and usher in a rebound in August.

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At the end of the month, EVA prices continued to be weak and prices decreased

According to the data monitoring of the business agency, the average price of EVA in the domestic market was 18033.33 yuan / ton on July 26 and 17933.33 yuan / ton on July 27, with a single day decline of 0.55%, down 0.92% compared with July 1. Although the overall fluctuation range of EVA has been small since July, the trend is still weak.

As of July 27, the ex factory quotation of EVA is as follows:

product manufactor model Ex factory price

EVA yanshan petrochemical 18J3 17800 yuan / ton

EVA Beijing Organic Y2022 17600 yuan / ton

EVA Beijing Organic Y2045 17000 yuan / ton

EVA BASF Yangzi V5110J 18400 yuan / ton

Near the end of the month, the overall trend of EVA market was weak. On the 27th, the ex factory price of EVA foaming material decreased again. At present, there are some differences in EVA products. Due to tight supply, the price of soft materials has been explored, and the market of hard materials is light, mainly weak. Some petrochemical enterprises raised the quotation of soft materials, and most businesses followed the rise. The downstream is enthusiastic about soft material procurement, and the overall transaction atmosphere of hard materials is weak. The impact of new production capacity on the market is obvious.

Device dynamics of EVA manufacturer:

product manufactor Capacity (10000 t / a) Device dynamics

EVA yanshan petrochemical twenty Normal production

EVA Beijing Organic four Normal production

EVA Ningbo Formosa Plastics seven point two Normal production

EVA BASF Yangzi twenty Shutdown for maintenance on July 5

In the international crude oil market, on July 26, the international oil price stabilized with little fluctuation. The settlement price of the main contract in the U.S. WTI crude oil futures market was US $71.91/barrel, down US $0.16, and the settlement price of the main contract in Brent crude oil futures market was US $74.50/barrel, up US $0.4. The virus variant continues to affect demand expectations, but crude oil supply will remain tight in the coming months of this year.

In the ethylene market, the external ethylene market has shown an overall upward trend recently. The price of ethylene in Asia is stable. As of the 22nd, CFR Northeast Asia closed at USD 1001-1011 / ton and CFR Southeast Asia closed at USD 966-976 / ton. The price center of ethylene market in Europe moved upward. As of the 22nd, FD northwest Europe closed at US $1160-1170 / ton and CIF northwest Europe closed at US $1063-1071 / ton. The price of ethylene in the United States is stable. As of the 22nd, the price is US $1045-1062 / T. recently, the external ethylene market fluctuated and rose. The increase of ethylene in the United States in the early stage is relatively large and stable in the near future. Generally speaking, the overall ethylene external market demand is good recently, the purchasing atmosphere is active, the transaction is good, and the center of gravity of ethylene market moves upward.

On the whole, the current upward trend of international crude oil drives the rise of ethylene, which brings some support to the market. There are some differences in the trend of EVA soft material and hard material. In terms of supply, the new production capacity has a certain impact, and the operators are more cautious. EVA price is expected to maintain a weak consolidation situation in the short term.

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