Today's market
MDI market
Shanghai Kesi Chong Polymer MDI will carry out a listing price of 13,700 yuan/ton this week, up by 200 yuan/ton from the previous month.
In September, Wanhua Polymer MDI implemented a listing price of 15,500 yuan/ton for the distribution market, and a settlement price of 14,500 yuan/ton for September, up by 500 yuan/ton from the previous month.
Wanhua Chemical's pure MDI listing price in September 2019 was 21,700 yuan/ton, up by 1,000 yuan/ton from the previous month, and the settlement price in August was 20,200 yuan/ton.
Wanhua Chemical's liquefied MDI listing price in September 2019 was 22,200 yuan/ton, up by 1,000 yuan/ton from the previous month, and the settlement price in August was 20,700 yuan/ton.
The market of China's aggregate MDI market fluctuated, and the atmosphere of the market was strong. The industry was cautious and wait-and-see, some of the offers were slightly raised, and the inquiry was still light. At present, the Shanghai cargo container with the ticket out of the library offer reference 12500-12800 yuan / ton, PM200 cargo barrels with the ticket out of the library offer reference 13200 yuan / ton.
The South China polymerized MDI market was strongly shaken, the atmosphere in the market was temporarily light, the transaction was followed by a downturn, the industry's mentality was slightly better, and the offer was slightly up. At present, the Shanghai cargo container with the ticket out of the library offer reference 12700-12900 yuan / ton, PM200 cargo barrels with the ticket out of the library offer reference 13300 yuan / ton.
Domestic MDI-50 market segmentation, the atmosphere in the venue is temporarily light, the transaction tracking is not good, the industry has reported more stable shipments, and some low prices have heard. At present, the reference for the supply of goods in the barrels of Shanghai is 20500-21500 yuan / ton.
The domestic liquefied MDI market was strong and volatile, and the main factory price adjustment was quite positive. The industry's offer was stable and pushed up, but the atmosphere was still light, and the transactions were not well followed. At present, the reference for the supply of goods in the barrels of Shanghai is 18800-20000 yuan / ton.
East China's aggregate MDI market is organized and operated, the atmosphere in the market is temporarily depressed, the industry's mentality is relatively preferred, and the offer is slightly up, with a small amount of quotation. Price reference: Shanghai cargo barrels with the ticket out of the library offer reference 12600-12800 yuan / ton, PM200 cargo barrels with the ticket out of the library offer reference 13100-13200 yuan / ton, a single talk, please refer to the actual negotiations.
The domestic pure MDI market offer was slightly up, the main factory price adjustment was quite good, the industry's mentality turned stronger, the trading was temporarily weak, and the small order was followed up. Price reference: East China, South China Shanghai goods and import goods barreled with the ticket out of the library offer 18100-18800 yuan / ton, a single talk, please refer to the actual negotiations.
TDI market
Shanghai BASF TDI, listed in September price of 16,000 yuan / ton (barrel), the same as the previous month, the settlement price in August was 13,300 yuan / ton.
Wanhua Chemical's TDI listing price in September was 14,000 yuan/ton, which was flat from the previous month. The settlement price in August was 13,300 yuan/ton.
Shanghai Costron's TDI guidance price this week was 13300 yuan / ton, down 200 yuan / ton.
The TDI market in East China has been steadily consolidated, and the atmosphere in the market is still sluggish. The small singles are bought and followed up, and the operators have more to offer a stable negotiation and shipping. Individual low prices have also been heard. Price reference: domestic goods with the ticket out of the library offer reference 12500-12700 yuan / ton, Shanghai cargo with the ticket out of the library offer reference 12700-13000 yuan / ton, a single talk, please refer to the actual negotiations.
The TDI market in North China is weakly organized, the atmosphere in the market is still weak, the transactions are not well tracked, the operators maintain stability and negotiate shipments, and a small amount of low prices are also heard. At present, the domestically produced goods with the ticket out of the library offer reference 12700 yuan / ton, Shanghai cargo with the ticket out of the library offer reference 12900-13000 yuan / ton.
The TDI market in South China was fluctuating, the atmosphere was temporarily light, and the transactions were not well followed. The operators talked about shipments and the offer was relatively stable. At present, the domestically produced goods with the ticket out of the library offer reference 12600-12700 yuan / ton, Shanghai cargo with the ticket out of the library offer reference 12800-13000 yuan / ton.
Polyether market
The Zhonghai Shell polyether device is operating normally. The general soft foam polyether guide price is 10,900 yuan / ton, and the trader has a slight floating.
The 60,000-ton soft foam polyether plant in Fujian Meizhou Bay is operating normally, and the price of soft foam polyether is 10,900 yuan/ton.
Dow soft foam polyether supply is stable, East China's latest guidance price of 10,800 yuan / ton, the real trading slightly floating.
Shandong Lanxing Dongda 300,000 tons/year polyether device is operating normally, and the loose water offer is stable: the soft foam 5631 is quoted at 10,750 yuan/ton, the elastomer DL1000/2000 is at 11,450 yuan/ton, and the high rebound is 330N at 11700 yuan. / ton, POP3628 acceptance quoted 12,450 yuan / ton, the actual single depending on the customer's situation is different.
The Dickson Federation's 330,000 tons/year polyether plant is operating normally, and the scattered water is delivered to the factory for a stable report: soft foam 10650 yuan / ton, elastomer DL1000/2000 offer 11150 yuan / ton, high rebound 330N offer 11600 yuan / ton, POP3628 offer 11700 yuan / ton, POP2045 offer 11550 yuan / ton.
Shandong Binhua 100,000 tons/year polyether device is operating normally, and the acceptance of the factory offer is temporarily stable: the ordinary soft foam water price is 10,550 yuan / ton, the high rebound 330N water is quoted at 11,100 yuan / ton, the actual order can be negotiated.
Jiangsu Zhongshan 150,000 tons / year polyether device normal load, polyether acceptance factory offer stable: soft bubble 2802 scattered water offer 11300 yuan / ton; elastomer 210 / 220 barrels 12250 yuan / ton, high rebound (330N ) 12,350 yuan / ton, hard foam barrels offer 11800 yuan / ton, POP3628 barrels offer 13350 yuan / ton, POP2045 barrels offer 12,800 yuan / ton.
Changshu unified hard foam polyether device is in normal operation, barrel hard foam polyether 4110 does not contain oil to accept the factory offer to 10300 yuan / ton, the real single talk.
The polyether market in South China is sideways, raw materials PO are stable and wait-and-see, and cost support is strong, but downstream demand is limited, digesting stocks are the mainstay, and buying gas is difficult to follow up. At present, the soft foam water is sent to the local real-time order of 10400-10700 yuan / ton.
Shandong hard foam polyether market segmentation, raw material PO is stable, the atmosphere is weak, high-level follow-up is not smooth, and the factory temporarily stabilizes shipments. At present, the current factory 4110 does not contain oil barrels and hard foam negotiations reference 9500-9700 yuan / ton.
Jurong Ningwu equipment is operating normally, all kinds of polyethers are remitted to the factory and reported stable: soft foam scattered water reported 11,800 yuan / ton, hard foam 4110 barrels offer 10,500 yuan / ton, high rebound 330N barrels offer 12,400 yuan / ton Elastomers 210 barrels offer 12,400 yuan / ton, POP2045 barrels reported 13100 yuan / ton, POP3628 barrels reported 13,200 yuan / ton, the actual order can be negotiated.
Nanjing Jinqi Chemical's 100,000 tons/year polyether unit is operating normally. At present, the factory price of barrels is reported to be stable: high rebound 330N reported 12200 yuan / ton; elastomer 220 reported 12,000 yuan / ton; POP2045 reported 12800 yuan / ton; POP3628 reported 13,000 yuan / ton, the actual order can be negotiated.
Hebei Yadong polyether plant is in normal operation, barreled hard foam polyether 4110 does not contain oil and cash factory orders to 10,300 yuan / ton, the actual single negotiation is low, short-term delivery orders, passive with the city.
Zibo Nuoli's 40,000 tons/year hard foam polyether device is in normal operation, and 4110 does not contain oil drums to accept the offer to 10,150 yuan / ton.
Shandong Binhua hard foam polyether device is in normal operation, hard foam 4110 polyether water discharge acceptance factory offer does not contain oil offer to 9800 yuan / ton, the real single talk.
Hebei Zhenzhen 10,000 tons / year hard foam polyether device is in normal operation, 4110 does not contain oil barrels of cash factory orders to 9800 yuan / ton, the actual single negotiation is low.
Wuyi Dexin Chemical Polyether Unit is operating normally, and the remittance of the remitted water is temporarily stable: soft foam price 10,600 yuan / ton, elastomer 210/220 price 11,000 yuan / ton, high rebound 330N price 11,450 yuan / ton, POP2045 offer 11850 yuan / ton, POP3628 factory price 12050 yuan / ton, the actual single talk.
The Binzhou Jiahua polyether device is in normal operation, and the delivery of the water and electricity sink is temporarily stable: the price of ordinary soft foam is 10,500 yuan/ton, and the price of POP2045 is 11,300 yuan/ton. (Shanghai Jiahua offer +300)
Hangjin Technology (Fangda Jinhua) polyether device is operating normally, and the remittance of the scattered water is reported to be stable: soft foam price is 10,500 yuan / ton, high rebound price is 11,000 yuan / ton, elastomer is reported at 10,900 yuan / ton, hard foam is 4,110 barrels. The price is 9800 yuan / ton, POP2045 is 11400 yuan / ton, please refer to the actual negotiation.
Propylene oxide market
In the East China region, the propylene oxide market segment is consolidated, the supply of goods in the market is more, the downstream polyether demand is slightly weakened, the factory inventory can still support the price without pressure, and the price is stable and waits for the surrounding actions and downstream follow-up situations. Price reference: East China mainstream cash is sent to negotiate at 10100-10300 yuan / ton, a single talk, please refer to the actual negotiation.
In the domestic propylene oxide market segment in Shandong, the price of raw material propylene liquid chlorine is temporarily stabilized, and the cost side has little effect. The downstream demand for polyether is slightly weak, but the shortage of PO factory stocks can still support the price. At present, the terminal kinetic energy follow-up is insufficient. The downstream price of PO is still in conflict. The purchase is cautious and the transaction is limited. At the same time, the main factory Jinling It is expected that the device will be full in the near future, and the market will be short-lived. The short-term this week will be arranged in a stalemate, and the mainstream cash management in Shandong will be negotiated to 9500-100,000 yuan/ton.
The propylene oxide market in the northeast region is temporarily stable and wait-and-see, and the downstream polyether demand has declined slightly. However, the factory inventory can be controlled, and the willingness to price is strong. Wait and see the trend of the surrounding markets, temporarily stalemate, and follow the market. Now remitted to Shandong mainstream negotiations to 10050-10100 yuan / ton
The propylene oxide market in South China was stagnant, and the follow-up of downstream procurement declined slightly. However, the local factories are not high in stocks, and the shipments are stable. It is difficult to temporarily rise and fall. Wait and see the surrounding market dynamics. The specific operation will be carried out on the market. The local mainstream exchanges will be around 9900-10000 yuan/ton, and some will be sold to East China. Mainly for retail investors
