Today's market
MDI market
In October, Wanhua Polymer MDI implemented a listing price of 16,500 yuan/ton for the distribution market, and an increase of 1,000 yuan/ton from the previous month. The settlement price in October was not lower than September's 14,500 yuan/ton.
In October 2019, BASF aggregated MDI to the dealer listing price of 17,000 yuan / ton, up 1,500 yuan / ton.
Wanhua Chemical's pure MDI listing price in October 2019 was 21,700 yuan/ton, which was flat from the previous month. The settlement price in September was 19,200 yuan/ton.
Wanhua Chemical's liquefied MDI listing price in October 2019 was 22,200 yuan/ton, which was flat from the previous month. The settlement price in September was 19,700 yuan/ton.
The South China polymerized MDI market was smoothly organized, the atmosphere in the market was light and the inquiries were low, and the operators' offer was stable. At present, the Shanghai cargo container with the ticket out of the library offer reference 12400-12500 yuan / ton, PM200 cargo barrels with the ticket out of the library offer reference 13500 yuan / ton.
The MDI market in North China is lightly and steadily organized. The festive atmosphere in the venue is strong, the transaction is lacking, the traders' intentions are weak, and the offer is temporarily stable. At present, the Shanghai cargo container with the ticket out of the library offer reference 12400-12500 yuan / ton, PM200 cargo barrels with the ticket out of the library offer reference 13200-13500 yuan / ton.
The East China Polymer MDI market maintained stable operation, the overall atmosphere in the market was sluggish, the transaction was sluggish, and the industry's offer was stable and the trading intention was weak. Price reference: Shanghai cargo barrels with the ticket out of the library offer reference 12400-12500 yuan / ton, PM200 cargo barrels with the ticket out of the library offer reference 13400-13500 yuan / ton, a single talk, please refer to the actual negotiations.
The domestic MDI-50 market maintained stable operation, the market atmosphere was sluggish, the turnover was sluggish, the industry's inventory was low, and the offer was running smoothly. Price reference: Shanghai supply bottled with ticket out of the library talks reference 18500-19100 yuan / ton, imported goods barreled with the ticket out of the library talks reference 17500-18100 yuan / ton, please refer to the actual negotiations.
The domestic pure MDI market was maintained in a stable manner, the festival was strong, the transactions were not well followed, and the industry's offer was running smoothly. Price reference: East China, South China Shanghai goods and import goods barreled with the ticket out of the library offer reference 17000-17600 yuan / ton, a single talk, please refer to the actual negotiations.
The domestic liquefied MDI market was maintained in a stable manner. The festival was strong and the transaction was sluggish. The spot resources of the operators were tight and the offer was running smoothly. Price reference: Shanghai goods import goods barrels with tickets to the library to negotiate reference 17500-19100 yuan / ton, please refer to the actual negotiations.
TDI market
The TDI market in East China maintained stable operation, the festival was strong, the transaction was not smooth, and the industry's offer was stable, and some low prices were heard. Price reference: domestic 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 12600-12800 yuan / ton, a single talk, please refer to the actual negotiations.
The TDI market in North China was lightly organized, the atmosphere was light and the transaction was not smooth, the traders' intentions were weak, and the offer was temporarily stable. 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 12800 yuan / ton.
The TDI market in South China was weak and stable, the atmosphere in the market was light and the turnover was sluggish, and the traders’ intentions were not stable. 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.
Wanhua Chemical's TDI listing price in September was 15,000 yuan/ton, up by 1,000 yuan/ton from the previous month, and the settlement price in September was 12,800 yuan/ton.
Shanghai BASF TDI listed price of 17,000 yuan / ton (barrel) in October, up by 1,000 yuan / ton, September settlement price of 12,600 yuan / ton.
Polyether market
Shandong Lanxing Dongda 300,000 tons/year polyether device is operating normally, and the loose water offer is stable: soft foam 5631 is quoted at 10,550 yuan/ton, high rebound 330N is quoted at 11,450 yuan/ton, and elastomer DL1000/2000 is quoted 11250 yuan / ton, POP3628 acceptance price of 12650 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 remittance of the remittance is temporarily stable: the soft bubble is quoted at 10,600 yuan/ton, the high rebound is 330N at 11,550 yuan/ton, and the elastomer DL1000/2000 is quoted at 11,000 yuan/ton. POP2045 offer 12,000 yuan / ton, POP3628 offer 11950 yuan / ton, the actual order can be negotiated.
Wuyi Dexin Chemical Polyether Unit is operating normally. The ex-factory offer for loose water is lowered by RMB 100/ton: soft foam is quoted at RMB 10,600/ton, elastomer 210/220 is quoted at RMB 10,900/ton, and high-rebound 330N is quoted at RMB 1,100/ton. The other unchanged: POP2045 offer 11800 yuan / ton, POP3628 factory price 12100 yuan / ton, the real single talk.
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.
Shandong Binhua hard foam polyether device is in normal operation, hard foam 4110 polyether loose water acceptance factory offer does not contain oil offer to 10100 yuan / ton, the real single talk.
Hebei Zhenzhen 10,000 tons / year hard foam polyether device parking, is expected to resume production in early October, today is not quoted.
Jiangsu Zhongshan 150,000 tons / year polyether device normal load, polyether acceptance factory offer temporary stability: soft bubble 2802 scattered water offer 11100 yuan / ton; high rebound (330N) offer 12100 yuan / ton, elastomer 210/220 The barrel is 12050 yuan / ton, the POP3628 barrel price is 13550 yuan / ton, the POP2045 barrel price is 13,000 yuan / ton, and the hard foam barrel is 11650 yuan / ton.
Shandong Binhua 100,000 tons / year polyether device is operating normally, the acceptance of the factory offer is lowered by 100 yuan / ton: ordinary soft foam water price of 10,450 yuan / ton, high rebound 330N water price quoted 11,000 yuan / ton, the real single can be negotiated .
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 12,000 yuan / ton; elastomer 220 reported 11800 yuan / ton, POP2045 reported 12500 yuan / ton; POP3628 reported 12700 yuan / ton, the actual order can be negotiated.
Shandong Yinuowei new material 100,000 tons / year polyether device is operating normally, the water and electricity wire remittance is temporarily stable: ordinary soft foam reported 10,600 yuan / ton, elastomer (210 220) quoted 11,100 yuan / ton, high rebound 330N offer 11300 yuan / ton, the actual order can be negotiated. (Barreled offer +600, converted into a current offer +200)
Binzhou Jiahua polyether device is in normal operation, and the delivery of water and electricity sinks is: 10,500 yuan/ton for ordinary soft foam and 11,500 yuan/ton for POP2045. (Shanghai Jiahua offer +300)
Ningbo Wanhua Rongwei 120,000 tons / year polyether device normal operation, hard foam polyether 4110 does not contain oil barrels of cash factory orders 12100 yuan / ton, oily execution of 11600 yuan / ton barrels of cash factory.
The Changshu unified hard foam polyether device is in normal operation, and the barrel hard foam polyether 4110 does not contain oil. The factory offer is lowered by 100 yuan/ton to 10,000 yuan/ton.
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 10,250 yuan / ton.
Shandong hard foam polyether market is weak and volatile, raw material PO support is weak, the atmosphere in the market is light, the transaction is not smooth, and the factory is mainly shipped. At present, the current factory 4110 does not contain oil barrels and hard foam negotiations reference 9500-9700 yuan / ton.
The polyether market in South China is sideways, the raw material PO is temporarily stabilized, the downstream buying is weak, and the new single is lacking. At present, the soft foam water is sent to the local real-time order of 10600-10800 yuan / ton.
Dow soft foam polyether supply is stable, East China's latest guidance price of 11,200 yuan / ton, the firm turnover slightly floating.
The annual production capacity of Wanhua Chemical Soft Foam Polyether is 200,000 tons. At present, the equipment is operating normally. The various polyether water is discharged from the factory and the export price is lowered by RMB 100/ton: the soft foam F3156 is quoted at RMB 11,700/ton, and the elastomer (2010, 2020) Price 11,500 yuan / ton, high rebound (5000 molecular weight) F3135 offer 11700 yuan / ton, high rebound (6000 molecular weight) F3128 offer 12100 yuan / ton, POP2045 offer 12100 yuan / ton, POP3630 offer 12400 yuan / ton, POP2140 ( H45) quoted at 12,700 yuan / ton.
The hard foam market in East China was weakly sorted, the raw material PO fell, the orders in the market were not smooth, and the factory's offer was loose. Price reference: the current factory ordinary 4110 does not contain oil barrels and hard foam negotiations reference 9700-9900 yuan / ton, a single talk, please refer to the actual negotiations.
Propylene oxide market
The propylene oxide market in East China has been down, and there are more sources in the market. The support for cost is weakened. At the same time, the downstream polyether replenishment is mild, which is affected by the downward adjustment of the surrounding market prices. Price reference: East China mainstream cash is sent to negotiate at 9800-9900 yuan / ton, a single talk, please take the actual negotiation as the standard.
The domestic propylene oxide market in Shandong is temporarily stabilized. The price of raw materials has dropped, and the support for cost has weakened. At the moment, it is close to the holidays, and the downstream will be able to make up the bargains, which will drive the purchase of gas. However, PO has no upward momentum. The price is basically stable at the weekend, but the new polyline new follow-up is relatively mild. The factory still has certain stocks, so we need to pay attention to tomorrow's new orders. The offer is dynamic, and the current mainstream cash payment in Shandong is about 9600-9700 yuan / ton.
In the northeast region, the propylene oxide market is on the sidelines, the cost is relatively weak, and the holiday is near. The downstream polyether is flat and the replenishment enthusiasm is not high. At present, the factory has just recovered, the inventory is low, the pressure is not big, and the surrounding market dynamics are waiting. Now it is sent to the mainstream of Shandong to talk about 9700-9800 yuan / ton.
The propylene oxide market in South China has slightly declined. The market has a moderate amount of replenishment, the demand is moderate, and the factory pressure is not large. The offer is expected to follow the surrounding market in a small downward trend. The local exchange factory is mainly negotiated at 9600-9700 yuan/ton, and some sales to East China. In the region, the main supply is mainly for retail investors.
