In November, the domestic epoxy resin market went up sharply, especially for liquid resin. According to the monitoring of the business agency, in November, the factories mostly adopted the state of closing the plate and did not make an offer. As a result, it is difficult to obtain the actual price. So far, the negotiated price of liquid resin is 28500-30000 yuan / ton. It is understood that the current price of liquid resin has reached the peak in nearly three years, and there is still an upward trend. In terms of factories, in October, the offer of factories was still at 21000-22000 yuan / ton. At the end of October, most of the factories had closed the offer and the orders were mainly for production. It is understood that at present, some factories occasionally offer 28000-30000 yuan / ton.
In terms of cost, the bisphenol a market, one of the raw materials, was greatly affected by the downstream epoxy resin industry. In November, the bisphenol a market rose by nearly 20%. On the first working day of this week’s opening, the factories raised 600-800 yuan / ton one after another, with the mainstream offer of 14800 yuan / ton, a new high in the year. At present, the market offer and the factory offer are basically the same. Most of the shipholders hold the attitude of holding back the offer due to the limited supply of goods. Occasionally, the offer is more than 14700-14800 yuan / ton. Although the current market transaction is not ideal, but in view of the demand space of the downstream market, the information of the holder is sufficient.
Another important raw material epichlorohydrin market also showed a rising trend. In November, epichlorohydrin in Shandong market increased by nearly 4%, and the current market offer was 11200-11400 yuan / ton. The price rise of epichlorohydrin is mainly affected by the surge of downstream products.
In terms of equipment, the liquid epoxy resin plant is generally in normal operation, and a few factories offer 28000-30000 yuan / T; the load of solid epoxy resin is low, including Huangshan Runyuan 15000 tons of solid epoxy resin and Huangshan Yongli 12000 tons of solid epoxy resin plants have been shut down for repair since October 28. In December, two large-scale resin factories shut down for more than ten days, and the resin production will be reduced by several thousand tons, which makes the products in short supply difficult to improve in the short term.
From the perspective of business agencies, under the tight supply of epoxy resin market, it will run at a high level in the short term. The upstream and downstream situation will be closely watched, and the short-term liquid epoxy resin will run at about 30000 yuan / ton.
| Thiourea |