1、 Price trend
| Thiourea |
Aniline rose slightly this week, according to the data on the bulk list of business society. On July 1, the price in Shandong was 11700-11900 yuan / ton; The price of aniline in Nanjing is 12300-12500 yuan / ton; On July 8, the price in Shandong was 11800-12000 yuan / ton; The price of aniline in Nanjing is 12300-12500 yuan / ton, up 0.42% from last week and 17.65% from the same period last year.
2、 Analysis and comment
In terms of cost, pure benzene: affected by the sharp decline in crude oil during the week, bulk commodities collectively weakened; Pure benzene in Asia fell continuously, with bad external news; Coupled with general domestic buying, the price of pure benzene fell. On Friday (July 8), the price of pure benzene was 9200-9550 yuan / ton (the average price was 9267 yuan / ton), which was 2.54% lower than last week and 7.38% higher than the same period last year.
Nitric acid: the price of domestic nitric acid fell this week. The domestic production price of nitric acid was 2950 yuan / ton on July 1 and 2917 yuan / ton on July 8. The price was 1.13% higher than that of last week and 21.53% higher than that of the same period last year.
The downstream demand follows up generally, and the rubber additives industry has entered the traditional off-season, and the demand is relatively weak compared with the previous period. However, due to the decrease in shutdown of some aniline plants, the operating rate decreased significantly, the factory inventory remained at a normal level, and the high cost price, the support remained, and aniline rose slightly during the week.
3、 Aftermarket expectations
On the cost side, in terms of pure benzene, the decline in the price of pure benzene drives the increase of downstream buying gas, and it is expected that the short-term weakness of pure benzene will fluctuate.
In terms of nitric acid, the raw material market is weak, and the downstream products rise and fall, and nitric acid is expected to be weak, mainly finishing.
At present, the cost side and the spot supply of aniline reduce to support the price. If the downstream demand is stable, it is expected to continue the sideways consolidation in the short term. Pay attention to the trend of raw materials, downstream demand and the impact of aniline plant dynamics on aniline prices.
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