Today's market
MDI market
The MDI market in North China has been steadily consolidated, the atmosphere in the market continued to be sluggish, the transaction was not smooth, and the industry as a whole maintained steady shipments, and sporadic low prices remained. Price reference: Shanghai cargo barrels with the ticket out of the library offer reference 11800-12000 yuan / ton, PM200 cargo barrels with the ticket out of the library offer reference 12200-12500 yuan / ton, a single talk, please refer to the actual negotiations.
The domestic MDI-50 market was running smoothly, the overall atmosphere in the market was sluggish, the transaction was not smooth, and the industry's offer was stable and shipped. Price reference: Shanghai goods, imported goods, barrels, tickets, and out of the library, the reference is 17500-18500 yuan / ton, please refer to the actual negotiation.
The domestic pure MDI market was weakly organized, the atmosphere in the market remained sluggish, the transaction was weak, and the industry talked about shipments. Price reference: East China, South China Shanghai goods and import goods barrels with tickets out of the library offer reference 17300-17800 yuan / ton, a single talk, please refer to the actual negotiations.
The domestic liquefied MDI market is stable and stable, the market is in a low-selling market, the transactions are not smooth, and the operators are conservative and negotiated to ship. Price reference: Shanghai goods import goods barrels with tickets to the library to negotiate reference 17500-18500 yuan / ton, please refer to the actual negotiations.
The South China polymerized MDI market is weakly organized, the atmosphere in the market is still light, the transactions are scarce, the operators report stable shipments, and the low-priced and low-priced ones are heard. At present, the Shanghai cargo container with the ticket out of the library offer reference 11700-11900 yuan / ton, PM200 cargo barrels with the ticket out of the library offer reference 12400-12500 yuan / ton.
The East China Polymerization MDI market was narrowly arranged, the atmosphere in the market remained light, the transactions were scarce, the operators reported stable shipments, and sporadic low prices remained. At present, the Shanghai cargo container with the ticket out of the library offer reference 11800-12000 yuan / ton, PM200 cargo barrels with the ticket out of the library offer reference 12400-12500 yuan / ton.
TDI market
The TDI market in North China is stable and downward, the atmosphere in the market is still sluggish, and the transaction is scarce. It is also negotiating low-end shipments. The low-priced market is still heard. Price reference: domestic goods with the ticket out of the library offer reference 11900-12000 yuan / ton, Shanghai cargo with the ticket out of the library offer reference 12000-12200 yuan / ton, a single talk, please refer to the actual negotiations.
The TDI market in South China was weak and volatile. The atmosphere in the market continued to be light, and the transaction was not good. The operators talked about the shipments, and the low price was heard. At present, the domestically produced goods with the ticket out of the library offer reference 11700-11800 yuan / ton, Shanghai cargo with the ticket out of the library offer reference 12000-12200 yuan / ton.
The TDI market in East China was weak and volatile, the overall atmosphere was weak, and the transaction was sluggish. The industry talked about low-end shipments, and the low-priced market was still heard. At present, the domestically produced goods with the ticket out of the library offer reference 11700-11900 yuan / ton, Shanghai cargo with the ticket out of the library offer reference 11900-12100 yuan / ton.
Shanghai Costron's TDI guidance price this week was 12,600 yuan / ton.
Polyether market
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 11,300 yuan / ton, elastomer (2010, 2020) quoted at 11,300 yuan / ton, high rebound (5000 molecular weight) F3135 offer 11300 yuan / ton, high rebound (6000 molecular weight) F3128 offer 11700 yuan / ton, POP2045 offer 11400 yuan / ton, POP3630 offer 11900 yuan / ton, POP2140 (H45) offer 12,200 yuan / ton. The settlement price in October is 10,350 yuan / ton, please refer to the actual negotiation.
Shandong hard foam polyether market maintains stability, raw material PO stabilizes, market sentiment is sluggish, transactions are scarce, and factories maintain stable shipments. Price reference: the current factory ordinary 4110 does not contain oil barrels and hard foam negotiations reference 9400-9600 yuan / ton, please refer to the actual negotiations.
Hebei Yadong polyether plant is in normal operation, barreled hard foam polyether 4110 does not contain oil cash factory orders to 10,200 yuan / ton, the actual single negotiation is low, short-term delivery orders, passive with the city.
Shandong Bluestar Dongda 300,000 tons / year polyether device is operating normally, the loose water offer is stable: soft bubble 5631 cash offer 10300 yuan / ton, high rebound 330N acceptance offer 11250 yuan / ton, elastomer DL1000 acceptance offer 10950 yuan / ton, the elastic DL2000 acceptance price of 11,000 yuan / ton, POP3628 acceptance price of 12,450 yuan / ton, the actual single depending on the customer's situation is different.
Wuyi Dexin Chemical Polyether Plant is operating normally, and the latest shipments of the water are now stable. The price of soft foam is 10100 yuan/ton, the price of elastomer 210/220 is 10,500 yuan/ton, and the price of high rebound 330N is 10,700 yuan/ton. -SD-100 quoted at 11,100 yuan / ton, POP3628 factory price of 11,600 yuan / ton, the real single talk.
Hangjin Technology (Fangda Jinhua) polyether device is operating normally, and the latest offer from the factory is: the soft bubble price is 10100 yuan / ton, the high rebound price is 10500 yuan / ton, the elastic body is 10400 yuan / ton, POP2045 is 11100 yuan / Tons, hard foam 4110 barrels offer 9300 yuan / ton.
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 10,150 yuan / ton, elastomer (210 220) quoted 10,600 yuan / ton, high rebound 330N offer 10,900 yuan / ton, the actual order can be negotiated. (Barreled offer +600, converted into a current offer +200)
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 10,200 yuan/ton, and the price of POP2045 is 11,100 yuan/ton. (Shanghai Jiahua offer +300)
The 31,000 tons/year polyether device of Dresden Federation is operating normally, and the latest offer of the water is delivered to the factory: soft rubber price is 10,200 yuan / ton, high rebound 330N is 11,000 yuan / ton, and elastomer DL1000/2000 is priced at 10,700 yuan / ton. POP2045 offer 11050 yuan / ton, POP3628 offer 11900 yuan / ton, the actual order can be negotiated.
Jiangsu Zhongshan 150,000 tons / year polyether plant resumed normal operation. At present, the polyether acceptance factory tax-included offer is temporarily stable: soft foam 2802 scattered water price 10700 yuan / ton, elastomer 210/220 barrels 11800 yuan / ton, high rebound (330N) offer 11800 yuan / ton, POP3628 barrel quotation 12,900 yuan / ton, POP2045 barrels offer 12,300 yuan / ton, hard foam barrels offer 11,450 yuan / ton.
Shandong Binhua 100,000 tons/year polyether unit has been shut down since November 2 due to technical transformation and is expected to return to normal on November 10. At present, the factory is not quoting outside.
Zibo Nuoli's 40,000 tons/year hard foam polyether device is in normal operation, and 4110 does not contain oil barrels and accepts the offer to 10050 yuan/ton.
Shandong Binhua hard foam polyether device parking maintenance, today's hard foam 4110 polyether loose water acceptance factory offer oil-free offer to 10100 yuan / ton, no stock.
Hebei Zhenzhen 10,000 tons / year hard foam polyether device is in normal operation, 4110 does not contain oil barrels of cash to the factory offer to 10,000 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 10,000 yuan / ton, the real single talk.
Ningbo Wanhua Rongwei 120,000 tons / year polyether device is in normal operation, hard foam polyether 4110 does not contain oil barrels of cash factory orders 12,000 yuan / ton, oily execution of 11,500 yuan / ton barrels of cash factory.
The hard foam market in East China is weak and stable, the raw material PO is stable, the atmosphere in the market is not good, and the transaction is not smooth. At present, the current factory 4110 does not contain oil barrels and hard foam negotiations reference 9600-9800 yuan / ton.
The polyether market in South China is weakly organized, the raw material PO interval is sorted out, the downstream buying gas is insufficient, the wait-and-see digest, and the new singles follow-up is weak. At present, the soft foam water is sent to the local real site for reference to 10,000-10,500 yuan / ton.
Nanjing Jinqi Chemical's 100,000 tons/year polyether unit is operating normally. At present, the factory price of barreled cash is temporarily stable: high rebound 330N reported 11500 yuan / ton; elastomer 220 reported 11300 yuan / ton; POP2045 reported 11800 yuan / ton; POP3628 reported 12,000 yuan / ton, the actual order can be negotiated.
Jurong Ningwu 300,000 tons / year capacity polyether device is operating at full capacity, the latest offer temporarily stabilized: the current soft bubble polyether water report cash 10,800 yuan / ton, high rebound 330N barrels, the current exchange offer 11,400 yuan / ton; Elastomers 210 barrels of the current exchange offer 11400 yuan / ton, POP2045 barrels of the current exchange offer 11700 yuan / ton, POP3628 barrels of the current exchange offer 11900 yuan / ton, hard foam 4110 barrels of the current delivery factory offer 9800 yuan / ton, the actual order can be negotiated .
The domestic F141B foaming agent market is strong and the spot is hard to find. The operators' offer is slightly confusing. Some high prices are also heard, and the downstream temporary deposits are resistant. At present, the current market in the northern market is referenced from 28,000-28,500 yuan/ton.
Propylene oxide market
The propylene oxide market segmentation in South China. There were not many stocks on the market, and the factory shipments were flat. Due to the continuous downward trend of the surrounding markets, the transactions were deserted and the market was weak, and we continued to wait and see. The local mainstream exchanges are about 9500-9600 yuan / ton, some of which are sold to East China, mainly for retail investors.
The propylene oxide market in East China is weak and stable. The local spot and import sources are sufficient, which has an impact on the market. The pressure on the factory has been stagnant and stable after the downward adjustment yesterday. The current regional differences with Shandong are expected to follow the market dynamics in Shandong. East China mainstream cash was sent to talk at 9500-9600 yuan / ton.
In the domestic market, the domestic propylene oxide market was consolidating, the raw material liquid chlorine continued to rebound slightly, and the cost side support was improved, but the terminal demand side was weak. At the same time, due to the differentiation of the north and south market, not only the price of the northern PO was under pressure, but also the polyether manufacturers were under pressure. Replenishment is the mainstay, and the short-term main factory stocks have a price intention under the pressureless support, but the medium and long-term stocks are still empty. Price reference: Shandong mainstream cash negotiated to 9500-9600 yuan / ton, a few low-priced individual offer, focus on the afternoon offer, please refer to the actual negotiations.
In the northeast region, the propylene oxide market is waiting to run. The local factories are generally shipping. They are waiting for the long-short game in the surrounding markets. They are temporarily stagnant in the offer, short-term delivery orders, clearing inventory, and accompanying the market mentality. Price reference: local exchanges are sent to Shandong mainstream negotiations to 9500- 9600 yuan / ton, a single talk, please take the actual negotiation as the standard.
