Today's market
MDI market
The domestic MDI-50 market was loose in a narrow range, the atmosphere in the market was sluggish, the transaction was not smooth, and the industry's offer was downgraded. At present, the Shanghai supply of barrels with the ticket out of the warehouse talks reference 18500-19000 yuan / ton, the import source of barreled with the ticket out of the library talks reference 17500-18000 yuan / ton.
The South China's aggregate MDI market was stagnant, the atmosphere in the market was sluggish, the turnover was short, the industry's offer was stable, and some low-priced futures were heard. At present, the Shanghai cargo container with the ticket out of the library offer reference 11600-11700 yuan / ton, PM200 cargo barrels with the ticket out of the library offer reference 12600-12800 yuan / ton.
The North China polymerized MDI market was shocked and organized. The atmosphere in the market was light and the transactions were not well followed. The offer was firm and the prices were low. At present, the Shanghai cargo container with the ticket out of the library offer reference 11600-11700 yuan / ton, PM200 cargo barrels with the ticket out of the library offer reference 12500-12600 yuan / ton.
The domestic liquefied MDI market was weak and weak, the atmosphere was not good, and the transaction was not smooth. The operators talked about the low-end shipments. At present, the volume of imported goods from Shanghai is estimated to be 18000-19000 yuan/ton.
East China's aggregate MDI market maintained stability, the trading atmosphere in the market was sluggish, the turnover was short, the industry's offer was temporarily stable, and some low prices were heard. Price reference: Shanghai cargo barrels with the ticket out of the library offer reference 11500-11700 yuan / ton, PM200 cargo barrels with the ticket out of the library offer reference 12500-12800 yuan / ton, a single talk, please rely on actual negotiations.
The domestic pure MDI market was not well sold, the atmosphere in the market was sluggish, and the industry talked about low-end shipments. Price reference: East China, South China Shanghai goods and import goods barrels with tickets out of the library offer reference 17200-17900 yuan / ton, a single talk, please focus on actual negotiations.
TDI market
The TDI market in East China declined slightly, the atmosphere in the market was sluggish, the transaction was short-tracked, the industry's mentality was loose, and the low-end shipments were negotiated. Price reference: domestic goods with the ticket out of the library offer reference 12400-12600 yuan / ton, Shanghai cargo with the ticket out of the library offer reference 12600-12800 yuan / ton, a single talk, please focus on actual negotiations.
The TDI market in South China has loosened down, the atmosphere in the market has been sluggish, the industry's mentality is weak, and the focus is low to negotiate shipments. At present, the domestically produced goods with the ticket out of the library offer reference 12,600 yuan / ton, Shanghai cargo with the ticket out of the library offer reference 12700-12800 yuan / ton.
The TDI market in North China is weak and volatile, the atmosphere in the market is not good, the transaction is sluggish, and the industry is talking about low-end shipments. At present, the domestically produced goods with the ticket out of the library offer reference 12500-12600 yuan / ton, Shanghai cargo with the ticket out of the library offer reference 12700-12800 yuan / ton.
Polyether market
Dow soft foam polyether supply is stable, East China's latest guidance price of 11,500 yuan / ton, the firm turnover slightly floating.
Shandong Bluestar Dongda 300,000 tons/year polyether device is operating normally, and the loose water offer is stable: soft foam 5631 is quoted at 11100 yuan/ton, high rebound 330N is accepted at 12100 yuan/ton, and elastomer DL1000/2000 is accepted at 11900 yuan. / ton, POP3628 acceptance offer 12,850 yuan / ton, the actual single depending on the customer's situation is different.
DXN's 330,000 tons/year polyether unit is operating normally, and the remittance of the water is reported to be stable at the factory: soft foam 11050 yuan / ton, elastomer DL1000/2000 quoted 11550 yuan / ton, POP3628 quote 12150 yuan / ton, POP2045 quote 12300 Yuan / ton, high rebound 330N offer 12,000 yuan / ton.
Shandong Yinuowei new material 100,000 tons / year polyether device is operating normally, the water and electricity report is stable: ordinary soft foam reported 11050 yuan / ton, elastomer (210 220) quoted 11550 yuan / ton, high rebound 330N offer 11750 yuan / ton, the actual order can be negotiated. (Barreled offer +600, converted into a current offer +200)
Hebei Yadong polyether plant is in normal operation, barreled hard foam polyether 4110 does not contain oil cash factory orders to 10,500 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 10,550 yuan / ton.
Shandong Binhua 100,000 tons/year polyether device is operating normally, and the acceptance of the factory offer is temporarily stable: the price of ordinary soft foam water is 10,950 yuan / ton, the high rebound 330N water is quoted at 1,1,500 yuan / ton, the actual order can be negotiated.
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 10200 yuan / ton, the real single talk.
Wuyi Dexin Chemical Polyether Unit is operating normally, and the water is now delivered to the factory for a stable report: soft foam price 10950 yuan / ton, elastomer 210/220 price 11400 yuan / ton, high rebound 330N price 11800 yuan / ton, POP2045 offer 12,100 yuan / ton, POP3628 factory price of 12,300 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 10,900 yuan/ton, and the price of POP2045 is 11,900 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 11,000 yuan / ton, high rebound price 11,500 yuan / ton, elastomer reported 11400 yuan / ton, hard foam 4110 barrels The price is 10,300 yuan / ton, and POP2045 is 12,000 yuan / ton.
The annual production capacity of Wanhua Chemical Soft Foam Polyether is 200,000 tons. At present, the equipment is operating normally. All kinds of polyether water are remitted to the factory and reported stable: soft foam F3156 quoted at 12,100 yuan / ton, elastomer (2010, 2020) quoted at 12,600 yuan / ton, high rebound (5000 molecular weight) F3135 offer 12300 yuan / ton, high rebound (6000 molecular weight) F3128 offer 12700 yuan / ton, POP2045 offer 12900 yuan / ton, POP3630 offer 13200 yuan / ton, POP2140 (H45) offer 13,500 yuan / ton.
Nanjing Jinqi Chemical's 100,000 tons/year polyether unit is operating normally. At present, the factory quotation of barrels is stable: high rebound 330N reported 12300 yuan / ton; elastomer 220 reported 12100 yuan / ton, POP2045 reported 12600 yuan / ton; POP3628 reported 12800 yuan / ton, the actual order can be negotiated.
Jiangsu Zhongshan 150,000 tons / year polyether device normal load, polyether acceptance factory delivery report stable: soft bubble 2802 scattered water offer 11600 yuan / ton; elastomer 210 / 220 barrels 12700 yuan / ton, high rebound (330N ) 12,750 yuan / ton, hard foam barrels offer 12050 yuan / ton, POP3628 barrels offer 13750 yuan / ton, POP2045 barrels offer 13200 yuan / ton.
Jurong Ningwu equipment is operating normally, all kinds of polyethers are delivered to the factory for a stable report: soft foam water reported 11900 yuan / ton, hard foam 4110 barrels offer 10600 yuan / ton, high rebound 330N barrels offer 12500 yuan / ton Elastomers 210 barrels offer 12,500 yuan / ton, POP2045 barrels reported 13,200 yuan / ton, POP3628 barrels reported 13300 yuan / ton, the actual single talk is low.
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 10,200 yuan / ton, the actual single negotiation is low.
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 10,400 yuan / ton, the real single talk.
Ningbo Wanhua Rongwei 120,000 tons / year polyether device normal operation, hard foam polyether 4110 does not contain oil barrels of cash factory orders 12200 yuan / ton, oily execution of 11,700 yuan / ton barrels of cash factory.
Shandong hard foam polyether market is weakly organized, raw material PO is temporarily stabilized, the atmosphere in the market is not good, the transaction is not smooth, and the factory reports stable shipment. At present, the current ordinary factory 4110 does not contain oil barrels and hard foam negotiations reference 9900-10100 yuan / ton.
The polyether market in South China is light and stable, the raw material PO is temporarily stable, the downstream just needs replenishment, the buying momentum is flat, and the overall new single is limited. At present, the soft foam water is sent to the local real list of 10900-11200 yuan/ton.
The hard foam polyether market in East China was stable and the raw material PO was higher. However, the poor atmosphere was not smooth, and the factory reported stable and active shipment. Price reference: the current exchange of ordinary 4110 oil-free barrels of hard foam negotiations reference 10100-10300 yuan / ton, please rely on actual negotiations.
Propylene oxide market
Yantai Wanhua 240,000 tons / year propylene oxide plant is operating normally, the offer is raised 200 yuan / ton, Shandong mainstream market cash delivery to the offer to 10700 yuan / ton, East China mainstream market cash delivery to offer to 11,000 yuan / ton The price of large households is slightly lower, and the supply is tight, mainly for contract customers.
In the northeast region, the propylene oxide market segment is sorted out, and the downstream polyether new singles are obviously falling back. The enthusiasm for getting the goods is not high. The current low inventory of the PO factory can still be firm, and the center of gravity is slightly down. Continue to wait and see the price trends of the surrounding markets. operating. Now remitted to Shandong mainstream talks to about 10400-10550 yuan / ton
The domestic propylene oxide market in Shandong is temporarily stable at high levels, with some low prices. At present, when the oil price falls back, the propylene push-up is good and the profit is weak, and the support of the cost side is weakened. At the same time, the downstream single-chain follow-up of the polyether manufacturers has obviously dropped, and the purchase is reduced. At present, in terms of short-term, PO continued to increase power, but due to the previous order quantity and the support of the goods before the National Day, there is no downside risk for the factory inventory without pressure. It is expected to be high-level and digest the previous period. At present, the mainstream cash payment in Shandong is about 10300-10500 yuan / ton.
The propylene oxide market in East China was slightly raised. There were more sources in the market. The factory had no inventory and no appropriation. The offer was slightly increased, but the downstream polysilicon new orders have dropped significantly. The manufacturers expect to follow the interval and wait and see the surrounding market dynamics. Specific on-line operation, price reference: East China mainstream cash to negotiate at 10,500-10,700 yuan / ton, a single talk, please rely on actual negotiations.
