Today's market
MDI market
Shanghai kichuang aggregate MDI quoted the dealer a price of 12300 yuan/ton this week.
East China polymerization MDI market weak shock, field inquiry is not enough to buy gas, deal follow-up is not smooth, the industry talks about low-end shipment, low price heard. At present, Shanghai goods drum with ticket outbound offer reference 12200-12300 yuan/ton, PM200 goods drum with ticket outbound offer reference 13200-13300 yuan/ton.
The MDI market in north China is weak, the atmosphere is still light, the follow-up of transactions is rare, the manufacturer talks about low-end shipment, sporadic low prices have been heard. At present, Shanghai goods drum with ticket outbound offer reference 12200-12300 yuan/ton, PM200 goods drum with ticket outbound offer reference 13000-13200 yuan/ton.
South China polymerized MDI market is weak, the atmosphere inside the market continues to be depressed, the transaction follow-up is not smooth, the offer is slightly loose for shipment, the trading center moves down. Price reference: Shanghai goods drum with ticket outbound offer reference 12200-12400 yuan/ton, PM200 goods drum with ticket outbound offer reference 13200-13500 yuan/ton, a single talk, please based on the actual negotiation.
The domestic mdi-50 market is weak, the atmosphere inside the market is temporarily depressed, the transaction follow-up is not good, the manufacturer talks about low-end shipment. Price reference: goods from Shanghai will be shipped out of the warehouse in drums with tickets. The reference is 18000-18900 yuan/ton. Please give priority to the actual negotiation.
The domestic pure MDI market maintained stability and sorted out, the exchange trading and buying gas remained depressed, the transaction follow-up was not smooth, the industry offered stable operation, sporadic high price futures heard. Price reference: east China, south China, Shanghai goods and imported goods in drums with tickets out of the warehouse offer reference 17000-17400 yuan/ton, please give priority to actual negotiation.
Domestic liquefied MDI market maintained stability and consolidation, the overall atmosphere inside the venue is depressed, the transaction follow-up is not good, the industry offers stable shipment mainly. Price reference: imported goods of Shanghai goods in drums with tickets out of the warehouse for negotiation reference: 18000-18900 yuan/ton, please give priority to actual negotiation.
The TDI market
The TDI market in north China is in a stalemate, the trading is not good, the follow-up is weak, the offer firm, the low price slightly reduced. At present, domestic goods with invoice outbound offer reference 12700-12800 yuan/ton, Shanghai goods with invoice outbound offer reference 13000 yuan/ton around.
TDI market in east China is relatively strong, the overall atmosphere in the venue is relatively light, small orders were followed up, the offer of the dealer slightly increased, sporadic low prices still exist. At present, domestic goods with invoice outbound offer reference around 12800 yuan/ton, Shanghai goods with invoice outbound offer reference around 13000 yuan/ton.
TDI market in south China remained stable and sorted out. The atmosphere in the market was still low. There were few follow-up transactions. Price reference: domestic goods with invoice outbound offer reference 12700-12800 yuan/ton, Shanghai goods with invoice outbound offer reference 12800-13000 yuan/ton, a single talk, please based on the actual negotiation.
This week, the TDI price of wanhua chemical co., ltd. was executed at 14500 yuan/ton, and the price was raised by 500 yuan/ton. Before the festival, the price was settled at 12,700 yuan/ton.
Polyether market
East China hard foam polyether market range operation, raw material PO maintenance stability, the atmosphere is slightly weak, deal follow-up is limited, the factory actively shipping. At present, the ex-factory spot exchange of ordinary 4110 oil free drums of hard foam negotiation reference is 9,900-10100 yuan/ton.
Changshu unified rigid foam polyether device is in normal operation, barrel rigid foam polyether 4110 oil-free acceptance factory offer 10400 yuan/ton, real order negotiation is the main.
Ningbo wan hua rong wei 120,000 tons/year polyether device normal operation, hard foam polyether 4110 oil free drum cash factory offer 12200 yuan/ton, oil implementation 11700 yuan/ton drum cash factory.
Shandong hard foam polyether market weak finishing, raw material PO stable, the overall atmosphere in the venue is not good, limited order follow-up, the factory to maintain stable shipment. At present, the ex-factory spot exchange of ordinary 4110 oil free drums of hard foam negotiation reference 9700-9900 yuan/ton.
Wanhua chemical soft bubble type ether annual capacity of 200000 tons, the device is operating normally, the factory offer all kinds of polyether aproll remittance to steady: soft foam F3156 quoted price 11700 yuan/ton, elastomer (2010, 2020) quoted price 11500 yuan/ton, high molecular weight (5000) springback F3135 quoted price 11700 yuan/ton, high molecular weight (6000) springback F3128 quoted price 12100 yuan/ton, POP2045 quoted price 12100 yuan/ton, POP3630 quoted price 12400 yuan/ton, POP2140 (H45) price 12700 yuan/ton. The settlement price in September is 10300 yuan/ton.
South China soft foam polyether market stability sorting, raw materials PO individual high prices continued to rise, polyether factory reported stability, but the downstream inventory is large, gas is low, new orders are limited. Price reference: RMB 10700-11100 / ton of soft foam bulk water delivered by spot exchange to the reference actual order, please give priority to actual negotiation.
Zibo noli 40,000 tons/year hard foam polyether device normal operation, 4110 excluding oil drum acceptance offer to 10350 yuan/ton, real order negotiation.
Hebei yadong polyether device is in normal operation, barrel of hard foam polyether 4110 oil-free cash factory offer to 10400 yuan/ton, actual order negotiation is low, short-term delivery order, passive follow the market.
Hebei quanzhen 10,000 tons/year hard foam polyether plant resumed operation on October 4, 4110 oil free drum cash factory offer to 10200 yuan/ton, the actual order negotiation is low.
Jurong ningwu polyether device is running normally. At present, the cash of soft foam polyether bulk water is quoted as 11200 yuan/ton, and the price of high rebound 330N cask cash is 11800 yuan/ton. The price of elastomer 210 drum is 11800 yuan/ton, POP2045 drum is 12200 yuan/ton, POP3628 drum is 12400 yuan/ton, and the price of hard foam 4110 drum is 10000 yuan/ton. The actual order can be negotiated.
Jiangsu zhongshan 150,000-ton/year polyether device normal load, polyether acceptance factory offer temporary stability: soft foam 2802 bulk water quoted 11300 yuan/ton; The price of high resilience (330N) is 12300 yuan/ton, the price of elastomer 210/220 drum is 12250 yuan/ton, the price of POP3628 drum is 13750 yuan/ton, the price of POP2045 drum is 13200 yuan/ton, and the price of hard bubble drum is 11850 yuan/ton.
Nanjing jinqi chemical co., LTD. 100,000-ton/year polyether plant is running normally. At present, the ex-factory quotation of cask cash is stable: the high rebound rate of 330N is quoted as 12000 yuan/ton; Elastomer 220 quoted at 11800 yuan/ton, POP2045 quoted at 12500 yuan/ton; POP3628 offer 12700 yuan/ton, the actual order can be negotiated.
Hangjin technology (fang dajinhua) polyether device is running normally, and the ex-factory offer of free water spot exchange is temporarily stable: soft foam quotation of 10850 yuan/ton, high rebound quotation of 11350 yuan/ton, elastomer quotation of 11250 yuan/ton, POP2045 quotation of 11850 yuan/ton, hard foam 4110 drum quotation of 10200 yuan/ton.
Binzhou jiahua polyether device is in normal operation, and the ex-factory offer of bulk water telegraphic transfer is temporarily stable: the price of ordinary soft foam is 10600 yuan/ton, and that of POP2045 is 11600 yuan/ton. (quotation of Shanghai jiahua +300)
Shandong binhua 100,000 tons/year polyether device is running normally, acceptance factory offer is stable: the price of ordinary soft foam bulk water is 10650 yuan/ton, the price of high resilience 330N bulk water is reference 11200 yuan/ton, the actual order can be negotiated.
Dexin federal 330,000 tons/year polyether device is running normally, the ex-factory offer of free water spot exchange is temporarily stable: soft foam quotation of 10800 yuan/ton, high rebound of 330N quoted at 11750 yuan/ton, elastomer dl1000/2000 quoted at 11200 yuan/ton, POP2045 quoted at 12200 yuan/ton, POP3628 quoted at 12150 yuan/ton, the actual order can be negotiated.
Shandong yinuowei new material 100,000 tons/year polyether device is running normally, the wire transfer offer of bulk water is temporarily stable: ordinary soft foam quoted 10700 yuan/ton, elastomer (210 220) quoted 11200 yuan/ton, high rebound 330N quoted 11400 yuan/ton, the actual order can be negotiated. (offer in drum +600, acceptance converted into offer in cash +200)
Wudexin chemical polyether plant is running normally, and the ex-factory offer of free water spot exchange is stable: soft foam quotation of 10800 yuan/ton, elastomer 210/220 quotation of 11100 yuan/ton, high rebound of 330N quotation of 11300 yuan/ton, POP2045 quotation of 12000 yuan/ton, POP3628 ex-factory quotation of 12300 yuan/ton, actual order negotiation.
Shandong bluestar dongda 300,000 tons/year polyether device is running normally, the bulk water offer is temporarily stable: soft foam 5631 spot quotation 10750 yuan/ton, high resilience 330N acceptance quotation 11650 yuan/ton, elastomer dl1000/2000 acceptance quotation 11450 yuan/ton, POP3628 acceptance quotation 12850 yuan/ton, the actual order depends on the customer situation is different.
Shandong binhua rigid foam polyether device is in normal operation. The acceptance of rigid foam 4110 polyether bulk water acceptance factory offer is up to 10100 yuan/ton without oil, and the negotiation of actual order is mainly.
Propylene oxide market
Two sets of epoxy propane units of 50,000 tons/year are running at full load in meizhou bay, fujian. The inventory is low. The ex-factory offer of spot exchange is 10100-10200 yuan/ton.
The propane epoxy market in south China is on the range of wait and see, there is not much supply in the market, the factory is basically free of pressure, offer and wait and see follow the trend of the surrounding market, wait and see for the time being, price reference: the mainstream negotiation of the delivery of local spot exchange is 10000-10200 yuan/ton, part of which is sold to east China, mainly supply and retail investors, please conduct actual negotiation.
Shandong area of the domestic propylene oxide market part of the high exploring. Main factory temporary stable digestion, cost side overall slant stable. Under the poor delivery of the downstream polyether, there is resistance to the high price above the PO 10,000 yuan, and the momentum for continued growth is insufficient. In the short term, the current long-short game, temporary deadlock, ups and downs are also difficult. At present, the cash factory in shandong area has been negotiated to 10000-10200 yuan/ton by the mainstream.
Yantai wanhua 240,000 tons/year epoxy propane plant is in normal operation, the offer is increased by 100 yuan/ton, shandong mainstream market cash to offer to 10400 yuan/ton, east China mainstream market cash to offer to 10700 yuan/ton, the major price is slightly lower, the supply is tight, mainly for contract customers.
Northeast China propane epoxide market is stagnant and wait-and-see, the cost level is temporarily stable, the factory inventory is low, the new orders of downstream polyether are generally followed up, and the momentum for the temporary increase is insufficient, so we continue to wait and see the surrounding market dynamics. Cash transfer to shandong mainstream for negotiation to 10100-10200 yuan/ton or so.
East China propane epoxide market was temporarily sorted out, there were more sources of goods in the market, the cost side was temporarily stable, the downstream polyether was gently replenishment, the terminal was still relatively flat, the factory inventory was free of pressure, and we continued to wait and see the surrounding situation. East China mainstream cash delivery negotiation at 10250-10350 yuan/ton.
