1、 Price trend

The domestic butadiene market was slightly sorted out. According to the monitoring price of the business agency, as of May 14, the domestic butadiene market price was 4345 yuan / ton, which was higher than that of the same period last month 22.95% , down from the same period last year 45.52% 。

2、 Analysis of influencing factors

Products: the domestic butadiene market is slightly sorted out, the supplier has no latest price guidance, the northern middlemen mainly offer stable prices, the price of superior products is 4550-4650 yuan / ton, the downstream inventory is relatively abundant, and the market trading is limited. Some merchants in East China wait and see the market trend of the outer market. The market offer is relatively firm. The price of tank delivery is about 4000 yuan / ton, and the delivery price is 4200-4300 yuan / ton. The actual price is negotiated.

In terms of enterprises, the 30000t / a oxidative dehydrogenation unit of Liaoyang Petrochemical Co., Ltd. has been in stable operation and sold normally. The 100000 t / a oxidation and dehydrogenation unit in Jiangsu Province was shut down on April 27, and the restart time was not known. Puyang Bluestar Chemical Co., Ltd. shut down the 50000 ton / year extraction unit for maintenance on May 10, and the restart time has not been determined yet. Inner Mongolia Jiutai 70000 T / a plant is planned to stop for 5-7 days in the evening of May 12. Shenhuaning coal Six point four There is no quotation for shutdown and maintenance of 10000 t / a unit.

Industrial chain: styrene butadiene rubber: the domestic mainstream styrene butadiene market offers stable, moderate and narrow. The main offer of Qilu 1502e in North China is 8200-8300 yuan / ton, and the main offer of Qilu 1502e market in East China is around 8450 yuan / ton.

Cis-1,4-polybutadiene rubber: the ex factory price of cis-1,4-polybutadiene rubber is stable, the market quotation is weak, the price increase range of the industry is significantly narrowed, and under the drag of transaction and other factors, the overall atmosphere turns cold, and the downstream market access is limited.

3、 Future forecast

The short-term domestic supplier information guidance is limited, some businesses pay attention to the external market information guidance, and hear that the low price of near foreign ships is hard to find, which brings certain support to the mentality of domestic businesses; however, at present, the domestic downstream inventory is abundant and there is no lack of expectation of arrival of ships in the later period, so the market is difficult to have a significant positive support. The butadiene analysts of the business community predict that the short-term domestic butadiene market is mainly waiting and waiting.

1、 Price trend

According to the monitoring of bulk data of business association, due to the tension between supply and demand, the domestic acetic acid market continued to rise. As of May 12, the quotation in Henan region was about 2350-2450 yuan / ton; in Shandong region, it was about 2450-2560 yuan / ton; in Hebei region, it was about 2550-2600 yuan / ton; in Western Shaanxi region, it was about 2230 yuan / ton; in Jiangsu region, it was about 2500-2650 yuan / ton; in Zhejiang region, it was about 2500-2650 yuan / ton The price is about 2600-2750 yuan / ton; the price for delivery in South China is about 2450-2550 yuan / ton, which is 3.92% higher than that in early May.

2、 Cause analysis

Products: the domestic acetic acid market continued to rise, the spot market supply was tight, and the enterprise inventory fell to a low level. Affected by the centralized maintenance of enterprises, the main manufacturers in the market are short of supplies. Among them, Shaanxi Yanchang 300000 t / a plant will be overhauled on May 6 for about 30 days, Hebei Jiantao 500000 T / a plant will be overhauled on May 10 for about 20 days, Shanghai Huayi 500000 t acetic acid plant will be shut down for a short time, and the whole market will start at about 50%, which will aggravate the supply shortage. At present, the enterprise about how long the shipment, some manufacturers do not offer, the market transaction price continued to rise.

Industry chain: in the upstream, the domestic methanol price is slightly firm, the market device maintenance is increased, but the re production device is also increased. In addition, the port arrival is expected to be more, and the price is expected to decline in the later period, at present, about 1727 yuan / ton. The domestic acetate, vinyl acetate and other industries are stable, with good cost support, flat demand in the downstream market, and obvious shipping intention of the enterprise Before PTA, there are not many expected devices for maintenance, the starting load and inventory remain high, and it is expected that the future market will be weak.

International: affected by the epidemic situation, the international acetic acid market is weak. At present, the acetic acid Market in North America is about 465 US dollars / ton; the price in Europe is about 550 euros / ton; the supply and demand in Asia are weak, and the price is about 270-330 US dollars / ton;.

3、 Future forecast

According to the acetic acid analyst of business association, as the enterprise enters the period of centralized maintenance in May, the spot supply in the market is tight, and the gap in the supply end is hard to make up effectively in a short period of time. The enterprise has a strong mentality of pushing up. Although the purchasing performance in the downstream market is more active, it has a certain touch on the high price of acetic acid. It is expected that the acetic acid market will be strong in a short period of time, but the increase will be limited.

1、 Price trend

According to the monitoring data of the business association, as of May 11, the average price of the market quotation of organosilicon DMC in several mainstream areas monitored by the data is around 14633 yuan / ton, which is about 200 yuan / ton lower than that after the festival (May 7, the average market price is 14833 yuan / ton); 700 yuan / ton lower than that before the festival (April 30, the average market price is 15333 yuan / ton), with a decrease of 4.57%.

2、 Market analysis

Products: near the end of April, although the market of domestic silicone market rebounded sharply, it was hesitant about the insufficient downstream demand and the weakening of product export, and the overall support was not enough. After a few days of rising, it entered may. After labor day, the new single order received by the enterprise was weak, and some manufacturers gave way to profit stimulus. The market offer was lowered again, with a drop of 500-1000 yuan / ton, basically returning to the price before the increase before the festival. On May 7, according to the data monitoring of the business agency, the average ex factory price of organosilicon DMC fell to around 14800 yuan / ton, and the mainstream market price was 14700-15300 yuan / ton. After one week, the improvement of organosilicon DMC market is not obvious. Manufacturers have reduced their DMC quotation sporadically. The orders of enterprises are mainly in the early stage. The downstream market is generally in general, with light demand and still poor export. Up to today (May 11), most manufacturers have made another reduction in their offer. At present, according to the data monitoring, the average reference price of DMC factory is around 14600 yuan / ton, and the mainstream market offers and references In the test, 14500-15100 yuan / ton, including 14100 yuan / ton of low-end offers in Shandong, the market players’ mentality is relatively low, and the focus is downward.

Industry chain: upstream silicon metal market: silicon metal price slightly increased. The quotation of 421 × silicon metal in Huangpu port is 12000-12100 yuan / ton. Downstream 107 rubber and silica gel markets: influenced by the downward exploration of DMC market, 107 rubber and silica gel markets have declined slightly, with the market mainly purchasing on demand and strong wait-and-see mood. In addition, due to the impact of public events, exports have decreased, inventory proportion has increased, market pressure has increased, and the center of gravity is generally downward.

3、 Future forecast

Business analysts believe that at present, the regulatory effect of multiple factors such as the operating rate of silicone DMC market is poor, the market inventory is still large, and the situation of supply exceeding demand still exists. It is expected that the follow-up market or inventory will continue to fluctuate downward risk slightly.

1、 Price trend

 
According to the monitoring of bulk data of business agency, during the May 1st period, the market price of trichloromethane in Shandong increased significantly. This week, the price of trichloromethane was high and firm. The average price at the beginning of the week was about 1400 yuan / ton, and at the end of the week, it rose to about 1650 yuan / ton, an increase of 17.86%.

2、 Cause analysis

Product reason: during the May 1st period, due to the high price of raw material liquid chlorine and the negative impact of some enterprises’ maintenance in East China of Shandong Province, the price of trichloromethane rose sharply, the enterprise’s inventory pressure was not great, the downstream purchase and stock situation was acceptable, and the market mentality after the festival was not good, mainly to maintain stability. At present, the quotation in Shandong is about 1600-1650 yuan / ton, Jiangxi Liwen is about 2050 yuan / ton, and Jiangsu is about 2700 yuan / ton.

Industry chain: in the upstream, affected by the increase of downstream replenishment and freight, the domestic methanol market price has recovered, at present, it is about 1727 yuan / ton; the liquid chlorine market is high and volatile, and the market supply is well supported. At present, the quotation in North China is about 300-600 yuan / ton, and in East China is 700-850 yuan / ton. In the downstream, the domestic refrigerant market continued to decline, the market trading was cold, and there was no obvious sign of improvement. At present, the price hovered around 15000 yuan / ton; the purchase of solvent and pharmaceutical pesticide industry was weak, and the price support for chloroform was insufficient.

3、 Future forecast

According to the data analyst of methane chloride of business association, the operation rate of trichloromethane market is low at present, which is about 40-50% as a whole. The inventory pressure of enterprises is not high, but the demand of downstream market is not good, and the enterprises are on the edge of profit and loss, and it is expected that the operation will be stable in a short time.

1、 Price trend

According to the data monitored by the business agency, as of May 8, the price of PET water bottle manufacturers was 5350.00 yuan / ton, and the main negotiation price of the spot was 5400-5550 yuan / ton. The market price was stable.

2、 Cause analysis

Products: the domestic pet market maintains sorting, and now the mainstream manufacturers offer prices around 5500-5600 yuan / ton. The actual price is negotiated according to the actual order quantity. The manufacturers mainly take the goods, and the inventory is general.

Industrial chain: PTA of raw materials shall be sorted and operated, with the focus of careful wait-and-see. The focus of negotiation shall not change much, the transaction atmosphere shall be general, the shipment shall be smooth, and the spot supply shall be sufficient.

Industry: on May 7, the rubber and plastic index was 565, up 5 points from yesterday, down 46.70% from 1060 (2012-03-14), and up 7.01% from 528, the lowest point on April 6, 2020. (Note: cycle refers to 2011-12-01 to now)

3、 Future forecast

Pet analysts believe that the pet market is stable in the short term. (the above prices are provided by major PC manufacturers all over the country and analyzed by business PC analysts for reference only. For more details, please contact relevant manufacturers for consultation)