One of the main reasons for the narrow rise in the domestic aggregate MDI market is the serious restrictions on logistics and transportation, traffic congestion at the expressway and soaring logistics and transportation costs. On the other hand, the supply of spot goods in some regions is tight, especially in East China, and the quotations of mainstream traders are gradually rising.
| Thiourea |
According to the sample data monitored by the business agency, from March 25 to April 2, the market price of domestic aggregated MDI increased from 18950 yuan / ton to 19550 yuan / ton, with a price increase of 3.17% during the week, a month on month decrease of 4.63% and a year-on-year decrease of 2.37%.
Summary of domestic aggregate MDI market as of April 2:
Region, Wanhua goods, Shanghai goods
North China and Shandong, 19500-19600 yuan / ton, 19300-19500 yuan / ton
East China, RMB 19500-19700 / ton, 19300-19500 yuan / ton
South China, 19500-19700 yuan / ton, 19400-19500 yuan / ton
Summary of domestic aggregated MDI traders as of April 2:
Raw material pure benzene: the domestic overhaul season of pure benzene is coming, and the import is expected to have less impact. The fundamentals of domestic pure benzene are good. Even if the tracking crude oil price falls, the decline is expected to be small.
Comparison chart of pure benzene (upstream raw material) – polymerized MDI price trend of business society:
Aniline: domestic aniline maintains the consolidation pattern. The amount of aniline is less. The supply side changes little, the demand side is subject to force majeure factors such as traffic control, and the terminal profit transmission is poor.
Comparison chart of aniline (upstream raw material) – polymerized MDI price trend of business society:
In terms of enterprises, Yantai Wanhua 1.1 million T / a plant operates normally; Ningbo Wanhua 1.2 million T / a unit operates normally; 600000 tons / year normal operation of Shanghai Kechuang unit; The 380000 T / a unit of Shanghai Huntsman operates normally and has a maintenance plan in May; Shanghai BASF 220000 T / a unit operates normally; Chongqing BASF 400000 T / a unit operates normally; The 80000 T / a unit of Dongcao Ruian operates normally.
In the future, business community aggregation MDI analysts expect that the domestic aggregation MDI market may still be dominated by shock consolidation.
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