Quotes today
MDI market
Aggregation of MDI: The North China market narrowed and narrowed. The low-end quotation in the market was temporarily postponed. The overall price range was lowered. The supply of high-priced goods was reduced. At present, Shanghai barrels with tickets for outbound storage refer to RMB 11200-11400 / ton, and PM200 barrels with tickets for outbound storage refer to 11700-11800 / ton.
Aggregation of MDI: The East China market has been narrowed down, and the industry's mentality has stabilized. The actual order negotiation has become lower under the pressure of shipping. The downstream has been buying in modest quantities, and the overall trading is still light. At present, Shanghai warehouses with tickets for delivery out of the warehouse refer to 11300-11500 yuan / ton, and PM200 freights with tickets out of the warehouse refer to 11800-12000 yuan / ton.
Aggregation of MDI: The South China market is stabilizing and the atmosphere is slightly stalemate. Vendors' offers are relatively stable. The downstream part buys on dips, but the overall trading is still light. At present, Shanghai barrels with tickets for outbound storage refer to 1,200-11500 yuan / ton, and PM200 barrels with tickets for outbound storage refer to 12000-12100 yuan / ton.
Pure MDI: The domestic market is stabilizing and finishing. The vendors are relatively stable. The actual order negotiation is relatively low. The downstream demand is weak. There are few market operations and transactions are deserted. At present, East China, South China Shanghai goods and imported goods barreled out of the warehouse offer with reference to 14800-15000 yuan / ton.
Liquefied MDI: The domestic market is stabilizing and finishing. The downstream demand is weak, scattered inquiry is on the low end, and the vendors' offers are mainly stable. At present, the reference for Shanghai cargoes and imported cargoes to go out of the warehouse with a ticket is 16500-17500 yuan / ton.
MDI-50: The domestic market is running steadily. The operators are now in low inventory and the goods are sold tightly. The buying intention in the downstream is also weak, and the atmosphere in the venue is deadlocked. At present, the reference for Shanghai cargo barrels with tickets to go out of the warehouse is 18800-19000 yuan / ton, and the Wanhua cargo barrels with tickets to go out of the warehouse is 19000-19500 yuan / ton.
TDI market
TDI: The East China market has followed up weakly. The atmosphere in the market is deserted, and vendors have stabilized to wait and see. There are few downstream operations to enter the market and the transaction volume is lacking. At present, the domestic cargo delivery ticket with a delivery reference is 10500-10700 yuan / ton, and the Shanghai cargo delivery ticket with a delivery reference is 10900-11,000 yuan / ton.
TDI: The South China market is finishing in a narrow range. There are more rumors of low-priced futures in the market. Vendors have greater resistance to shipping. The actual order negotiation is low. However, the downstream buying intention is weak and the transaction volume is lacking. For spot goods, the current offer for domestic goods with a ticket is 10500-10700 yuan / ton, and for Shanghai goods with a ticket, the price is near 11,000 yuan / ton. Individual low-price and futures orders have been heard.
TDI: The North China market is stabilizing and finishing. The players are now entangled in the mentality. The offer will stabilize and wait and see the policy next week. Only a small amount of the downstream market has just entered the market and the transaction volume is lacking. For domestic goods with a ticket out of the warehouse, refer to 10600-10800 yuan / ton, and for Shanghai goods with a ticket out of the warehouse, please refer to 11,000 yuan / ton.
Polyether Market
The domestic polyether market has moved downward weakly, and most of the downstream sponge factories have begun construction, but the initial stock of raw materials and finished products is relatively high. Zhongyu Information roughly estimates that the downstream inventory is 40% -60%. Terminal orders are limited, inventory consumption is slow, and overall production resumes. The rate of weakness is low. Currently affected by the epidemic situation and the crude oil market, wait-and-see sentiment in the market is weak, buying gas is weak, demand is weak, and upstream polyether shipments are under pressure. New orders are scarce. At present, soft foam and scattered water in Shandong are leaving the factory at 8800-9000 yuan / ton. The soft bubble scattered water is sent to the real order for 9200-9300 yuan / ton, and the soft bubble scattered water in the south of China is sent to the real order for 8900-9200 yuan / ton. In terms of raw materials, the main PO factory's inventory is under control, and the intention to continue to decrease is weakened. The market is stalemate. It is expected that the short-term downside space will be narrowed. However, in the medium and long term, propylene is still negative. According to statistics, the average domestic polyether plant starts at an average of 55%, but the cost support continues to fall, demand is weak, the inventory of polyether plants is under pressure, and the center of gravity is moving downward. The short-term polyether market is negative, and some factories plan to adjust the operating load of the plant as the inventory pressure increases.
Hangjin Technology (Fangda Jinhua) polyether device is operating normally, and the latest offers from the factory are temporarily stable: soft foam quoted at 9,200 yuan / ton, high rebound quoted at 9,500 yuan / ton, elastomer reported at 9,400 yuan / ton, and POP3045 at 9900 RMB / tonne, 3630 quoted at 10,000 yuan, rigid foam 4110 barrels at 8600 yuan / ton, the actual order can be negotiated.
Shandong Binhua's 100,000-ton / year polyether unit is operating at full capacity. At present, the latest factory quotation for factory water acceptance is temporarily stable: ordinary soft bubble 5631 is quoted at 9,200 yuan / ton, high rebound 330N is quoted at 9,600 yuan / ton, POP2045 is quoted at 10,000 yuan / ton, and POP3628 is quoted at 10,000 yuan / ton. The actual order can be negotiated.
Binzhou Jiahua polyether unit is operating normally, Shanghai Jiahua unit is operating normally, and the latest offer of the scattered water and wire transfer factory is temporarily stable: ordinary soft foam is quoted at 9,000 yuan / ton, POP2045 is quoted at 10,000 yuan / ton, and the actual order is to be negotiated. (Shanghai Jiahua offer +300)
Zhongshan, Jiangsu, 150,000 tons / year polyether unit load 90% operation. At present, the polyether acceptance ex-factory tax offer is temporarily stable: the soft foam 2802 offers water at 9650 yuan / ton, the high rebound (330N) is quoted at 10850 yuan / ton, the elastomer 210/220 barrels are packaged at 10800 yuan / ton, and the rigid foam The barrel offer is 10,500 yuan / ton. The POP3628 barrel price is 11,750 yuan / ton, and the POP2045 barrel price is 11,250 yuan / ton.
Jurong Ningwu's 300,000-ton / year capacity polyether unit operates at about 60% load. The latest quotations of various types of polyethers are currently stable at the factory: the current soft foam polyether is reported to be 9,700 yuan / ton, and the high rebound 330N barrels are priced at 10600. RMB 210 / ton for elastomer 210 barrels, RMB 10800 / ton for POP2045 barrels and RMB 11,300 / ton for POP3628 barrels. The rigid bubble 4110 barrels offer 9300 yuan / ton, the actual order can be negotiated.
Wanhua Chemical's soft foam polyether has an annual production capacity of 200,000 tons. At present, the device is operating normally. The polyether scattered water is temporarily stable at the factory: soft foam F3156 is quoted at 9,200 yuan / ton, and high rebound (5000 molecular weight) F3135 is quoted at 10400 yuan / ton. High rebound (6000 molecular weight) F3128 is quoted at 10,800 yuan / ton.
Rigid foam: Hebei Yadong barreled rigid foam polyether 4110 oil-free cash ex-factory offer to 9400 yuan / ton, the actual order is low, short-term delivery orders, passively with the market, the polyether device is running at low load, 30% of the start about.
Rigid bubble: Hebei Quanzhen 4110 now does not include oil barrels of cash from the factory offer to 9,000 yuan / ton, the actual bill negotiation is low. About 30% of the 10,000-ton / year rigid foam polyether plant will be started.
Rigid foam: Zibo Nuoli 4110 does not contain oil barrel acceptance offer to 9600 yuan / ton, based on the actual bill negotiation. The 40,000-ton / year rigid foam polyether unit is now under normal operation.
Rigid foam: Shandong Binhua rigid foam polyether unit is operating normally. Today's rigid foam polyether 4110 does not contain oil and water and accepts the factory offer to 8650 yuan / ton, which is mainly based on negotiation.
Rigid foam: Changshu's unified barreled rigid foam polyether 4110 does not contain oil and accepts the factory offer to 8950 yuan / ton, which is based on negotiation. The rigid foam polyether unit will start normally on February 4.
Rigid foam: Today Ningbo Wanhua Rongwei rigid foam polyether 4110 does not contain oil barrels of cash, leaving the factory to 9800 yuan / ton, oil-containing implementation of 9,400 yuan / ton of barrels of cash before leaving the factory, 120,000 tons / year polyether device is operating normally.
Shandong Lanxing Dongda ’s 300,000-ton / year polyether unit is running at about 50%, and the latest offer of scattered water is temporarily stable: Soft bubble 5631 spot exchange price is 9,200 yuan / ton, high rebound 330N acceptance price is 10250 yuan / ton, elastomer DL1000 acceptance The quotation is 9,900 yuan / ton, the elastomer DL2000 accepts the quotation of 10,000 yuan / ton, and the POP3628 accepts the quotation of 11,350 yuan / ton, depending on the customer's situation.
Shandong Yinuowei New Material 100,000 tons / year polyether unit is operating normally. The latest offer of scattered water and electricity wire is temporarily stable: ordinary soft foam is reported at 9,000 yuan / ton, high rebound 330N is quoted at 9,850 yuan / ton, elastomer (210 220) is quoted at 9,600 yuan / ton, and rigid foam R4110 is quoted at 8,750 yuan / ton. Negotiable. (Bucket offer +600, acceptance offer +200)
Deutsche Federation's 330,000 tons / year polyether device operates at about 30% of the load. The latest offers from the factory are temporarily stable: soft foam quoted at 9100 yuan / ton, H30 quoted at 10550 yuan / ton, POP2045 quoted at 10100 yuan / ton, elastomer The DL1000 / 2000 is quoted at 9,600 yuan / ton, and the high rebound 330N is quoted at 10,000 yuan / ton. The actual order can be negotiated.
Wuxi Dexin Chemical Polyether Plant runs about 30%, and the latest offers from the factory are temporarily stable: soft foam quoted at 9,100 yuan / ton, elastomer 210/220 quoted at 9,700 yuan / ton, and high rebound 330N quoted at 9,600 yuan / ton , POP-SD-100 quoted 10,000 yuan / ton, POP3628 factory quoted price 9,700 yuan / ton, the actual order is negotiated.
The polyether market in South China is in a weak stalemate. The raw material PO is operating in a consolidated manner. The downstream side waits to digest the inventory. At present, the soft bubble water is sent to the actual order for reference 8900-9200 yuan / ton.
Rigid bubble: The Shandong market is running steadily, the raw material PO is deadlocked, and the factory shipments are mainly negotiated. The price is low, but the market is lacking. At present, the factory's ordinary 4110 non-oil drum packed foam is consulted for reference 8600-8900 yuan / ton.
Rigid bubble: The weak East China market today, the raw material PO range wait and see, the factory is actively shipping, the actual order negotiation is getting lower, but there is little follow-up downstream, and the transaction volume is lacking. At present, the factory's ordinary 4110 non-oil drum packed foam is consulted for reference 8800-9100 yuan / ton.
Propylene oxide market
East China propylene oxide market waits and sees, there is no sign of improvement in downstream orders, procurement is still cautious, the local market is still dominated by contracts, the overall spot is not large, transactions are limited, and the weekend is approaching, maintaining stability. East China spot delivery to about 8500-8600 yuan / ton.
The propylene oxide market in South China consolidated. The local market is relatively deserted, the production of factories is not high, and most of them are for personal use. The local spot exchange factory mainstream talks about 8300-8400 yuan / ton.
The propylene oxide market in Northeast China waits and sees. The factory's output is partially for personal use and a small amount is exported. For the time being, we are waiting for the Shandong market to maintain a stable market.
The domestic propylene oxide market in Shandong area is stalemate. Crude oil continues to fall. Raw materials propylene and liquid chlorine have risen and fallen today. The overall cost has not changed much. Yesterday, some downstream areas in the market moderately opened up positions to release stop-loss signals. It is temporarily stable, but the downstream orders have not improved, and the weak demand side is difficult to change in the short term. The market is temporarily stable near the weekend. At present, the mainstream cash factory in Shandong area has negotiated transactions of 8200-8300 yuan / ton.
