Quotes today
MDI market
Aggregation of MDI: The South China market waited and waited. The atmosphere in the market was stalemate. Vendors' offers were slightly loose. The actual orders were mainly based on shipments. Downstream buying was cautious and waited for the new moon policy. 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 11700-11800 yuan / ton.
Aggregation of MDI: The North China market is in a weak position, and the downstream market is now intent to pick up goods. The pressure on the shipping companies to release the offer is loose. There is more room for negotiation in the actual order, but the deal is deserted. Wait for the factory's new moon policy guidelines. At present, Shanghai barrels with tickets for outbound storage refer to 11,100-11400 yuan / ton, and PM200 barrels with tickets for outbound storage refer to 11,600-11800 yuan / ton.
Aggregation of MDI: The East China market was narrowly arranged. The atmosphere in the market was currently empty. The vendor's offer was slightly loose. The negotiated price of the actual order tended to be low-end. The buying intention in the downstream was weak and the transaction volume was lacking. At present, Shanghai barrels with tickets for outbound storage refer to 11,200-11400 yuan / ton, and PM200 barrels with tickets for outbound storage refer to 11,600-11800 yuan / ton.
Pure MDI: The domestic market is operating weakly, the industry is under pressure from inventory, and the attitude is biased towards shipment. The transaction is mainly negotiated, but the downstream demand is light and the transaction is lacking. At present, East China, South China and Shanghai, and imported goods barreled out of the warehouse offer with reference to 14200-14800 yuan / ton.
Liquefied MDI: The domestic market is running steadily, the current downstream demand is weak, sporadic inquiries are on the low end, and the prices of compressed orders for shipments are lower. At present, the reference for Shanghai cargo and imported barrels with tickets to go out of the warehouse is 15500-16500 yuan / ton.
MDI-50: The domestic market is on the strong side. The tight supply of the factory guides the price upward. The supplier also has less supply and should be cautious in shipping. At present, the reference of Shanghai cargo barrels with tickets to go out of the warehouse is 20800-21,000 yuan / ton, and the reference of Wanhua cargo barrels with tickets to go out of the warehouse is about 21500 yuan / ton.
TDI market
This week, the domestic TDI market continued its weakness last week and started a deeper decline. If the decline in TDI last week was walking speed, this week is running forward. As of the date of the draft, the offer for domestic cargo delivery in East China is 10,000-10200 yuan / ton, which is 500 yuan / ton lower than last Friday. It fell 600/400 yuan / ton on Friday.
In terms of factories, this week's Wanhua guidance price remained unchanged at 13,000 yuan / ton, and last week's settlement price was 10,700 yuan / ton, down 300 yuan / ton from the previous month. Compared with the average price of domestic goods last week of around 10,500 yuan / ton, despite the reduction in settlement prices, it is still higher than the shipping cost price of traders, and profits are inverted. Driven by the plunge in crude oil and toluene prices, TDI plant installations are all burdened, further controlling costs and continuously increasing inventory. At the same time, with the continuous fermentation of global public health events, the impact of global trade has intensified, trading channels have been closed in many countries, and the downstream home furnishing and automotive industries in the polyurethane industry have entered a cooling-off period, and cancellation of orders has become a common phenomenon. Under the obstruction of export channels, factories focus on domestic demand, urging traders to speed up the pace of shipments. Traders are under pressure to continue to make offers under the pressure of shipments, and mainstream quotes are "breaking 10,000." However, with regard to the historically low prices in the current market, the buyers are becoming more cautious, only a small amount has just entered the market for transactions, and large orders are rarely heard. Towards the end of the month, the factory's monthly policy announcement is imminent. It is expected that the market will end weakly this week and wait and see the factory attitude.
TDI: The South China market is running weaker. Under the pressure of shipments, the prices of real orders continue to fall, and downstream purchases tend to be low-end. For spot goods, the current offer for delivery with a ticket is 9800-10300 yuan / ton, and for Shanghai goods with a ticket, the reference is 10200-10500 yuan / ton. Individual low-price and futures orders have been heard.
TDI: The North China market is running weaker, the atmosphere is getting colder on the floor, the intention of taking goods downstream is not good, the pressure of the shipping industry to negotiate the price is lower, and the transaction focus is falling. For domestic goods with a ticket out of the warehouse, refer to 10000-10200 yuan / ton, and for Shanghai goods with a ticket, out of warehouse, refer to 10300 yuan / ton. Some of them are heard at low prices.
Polyether Market
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 8,400 yuan / ton, and high rebound (5000 molecular weight) F3135 is quoted at 9,600 yuan / ton. High rebound (6000 molecular weight) F3128 is quoted at 10,000 yuan / ton.
Shandong Lanxing Dongda's 300,000-ton / year polyether unit is running at about 30%, and the latest offer of scattered water is temporarily stable: Soft bubble 5631 spot exchange price is 8800 yuan / ton, high rebound 330N acceptance price is 9750 yuan / ton, elastomer DL1000 acceptance The quotation is 9400 yuan / ton, the elastomer DL2000 accepts the quotation 9,500 yuan / ton, and the POP3628 accepts the quotation 10300 yuan / ton, depending on the customer's situation.
Hangjin Technology (Fangda Jinhua) polyether device is operating normally, and the latest offers from the factory are temporarily stable: the soft bubble price is 8700 yuan / ton, the high rebound price is 9000 yuan / ton, the elastomer is 8900 yuan / ton, and the POP3045 price is 9200. RMB / ton, 3630 is quoted at 9,300 yuan / ton, and rigid bubble 4110 barrels is quoted at 8,500 yuan / ton. The actual order can be negotiated.
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 8,600 yuan / ton, high rebound 330N is quoted at 9,400 yuan / ton, elastomer (210 220) is quoted at 9,150 yuan / ton, and rigid foam R4110 is reduced by 100 yuan / ton to 8100 RMB / ton, negotiable orders. (Bucket offer +600, acceptance offer +200)
DXN Federal ’s 330,000 tons / year polyether device operates at about 30% of the load. The latest offer from the factory is temporarily stable: the price of soft foam is 8700 yuan / ton, the price of elastomer DL1000 / 2000 is 9100 yuan / ton, and the price of high rebound 330N 9500 yuan / ton, POP2045 price 9200 yuan / ton, H30 price 9550 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 8,600 yuan / ton, elastomer 210/220 quoted at 9,150 yuan / ton, and high rebound 330N quoted at 9,450 yuan / ton , POP-SD-100 is quoted at 9,200 yuan / ton, and POP3628 is quoted at 9,200 yuan / ton from the factory.
Zhongshan, Jiangsu, 150,000 tons / year polyether unit load 90% operation. At present, the polyether acceptance factory tax-included offer is temporarily stable: soft foam 2802 offers water at 9250 yuan / ton, high rebound (330N) is quoted at 10400 yuan / ton, elastomer 210/220 barrels are packaged at 10350 yuan / ton, rigid foam The barrel offer is 1,050 yuan / ton. The price of POP3628 barrels is 11100 yuan / ton, and the price of POP2045 barrels is 10600 yuan / ton.
Shandong Binhua's 100,000-ton / year polyether unit is operating at full capacity. At present, the latest factory quotation for factory scattered water acceptance is temporarily stable: ordinary soft bubble 5631 is quoted at 8700 yuan / ton, high rebound 330N is quoted at 9000 yuan / ton, POP2045 is quoted at 9500 yuan / ton, and POP3628 is quoted at 9500 yuan / ton. The actual order can be negotiated.
Binzhou Jiahua polyether unit is operating normally, Shanghai Jiahua unit is operating normally, and the latest offers from the scattered water and electricity wire factory are temporarily stable: the ordinary soft bubble quoted price is 8,500 yuan / ton, and the POP2045 is quoted at factory price of 9,200 yuan / ton. Negotiable orders. (Shanghai Jiahua offer +300)
Rigid Foam: Hebei Yadong Polyether Plant is running at low load, with about 30% of the plant in operation. Bottled rigid foam polyether 4110 oil-free cash ex-factory offers are lowered by 100 yuan / ton to 9,200 yuan / ton. The actual order negotiation is low, and short-term delivery orders are passively with the market.
Rigid foam: Shandong Binhua rigid foam polyether device is operating normally. Today, rigid foam polyether 4110 does not contain oil and water and accepts the factory offer of 8,450 yuan / ton, which is mainly based on negotiation.
Rigid foam: Hebei full vibrating 10,000 tons / year rigid foam polyether device started about 30%, 4110 now does not contain oil barrels, the factory offer of 8,700 yuan / ton, the actual bill is low.
Rigid foam: Zibo Nuoli's 40,000 tons / year rigid foam polyether unit is now under normal operation. The 4,110 barrel-free acceptance offer is 9,300 yuan / ton, and the actual bill is mainly based on negotiation.
Rigid foam: Changshu's unified barreled rigid foam polyether 4110 does not contain oil and accepts the factory offer of 8850 yuan / ton, which is based on negotiation. The rigid foam polyether unit will start normally on February 4.
Rigid foam: Today Ningbo Wanhua Rongwei's 120,000 tons / year polyether device is operating normally. Rigid foam polyether 4110 is temporarily stable: the ex-factory offer of oil-free barrels of cash is 9700 yuan / ton, and the execution of oil-containing barrels is 9,300 yuan / ton of barrel cash. Leave the factory.
Jurong Ningwu has a 300,000 tons / year production capacity of polyether. The latest offers from various types of polyethers are temporarily stable at the factory: the current soft foam polyether is reported to be 9,400 yuan / ton, and the high rebound 330N barrel is priced at 10,300 yuan / ton; The price of 210 barrels is 10200 yuan / ton, the price of POP2045 is 10500 yuan / ton, and the price of POP3628 is 11,000 yuan / ton. Rigid bubble 4110 barrels offer 9,000 yuan / ton, the actual order can be negotiated.
The polyether market in South China is in a weak stalemate, the raw material PO is temporarily stable, and the low prices in the market are frequent. At present, the soft bubble scattered water is sent to the actual order for 8200-8800 yuan / ton.
Rigid bubble: The weak market in East China is temporarily stable today. The raw material PO is temporarily stable. The factory's offer is stable, but the trading is weak, and the follow-up of new orders is weak. At present, the factory's ordinary 4110 non-oil drum packed foam is consulted for reference 8600-8800 yuan / ton.
Rigid bubble: The Shandong market was weakly negotiated, and the raw material PO stalemate was weak. The polyether factory's offer was temporarily stable, and the shipment was discussed, but new orders were limited and trading was weak. At present, the factory's ordinary 4110 non-oil drum packed foam is consulted for reference 8400-8600 yuan / ton.
Propylene oxide market
The domestic propylene oxide market in Shandong area is stalemate. The rising of liquid chlorine and propylene in raw materials has slowed down. It is stable today, but PO is still losing money at both high levels, and the cost of factories is under pressure. Purchasing willingness is flat, a slight decrease from yesterday. In the deserted atmosphere, the mainstream cash delivery in Shandong area negotiated a transaction of 7850-8000 yuan / ton.
The propylene oxide market in Northeast China was sorted out. Some of the plant's output is for personal use and a small amount is exported. At present, the cost is under pressure, but the poor shipment situation is still normal. Wait for the Shandong market to be temporarily stable. The remittance is delivered to the mainstream of Shandong at 8000-8050 yuan / ton.
East China's propylene oxide market has fallen weakly, and downstream orders have not improved. We will continue to wait and see for procurement under weak market conditions. Contracts are the mainstay. East China spot delivery to 8000-8100 yuan / ton.
The propylene oxide market in South China is weakly consolidated. The local market as a whole is deserted, the factory output is not high, mainly for self-use, and the downstream terminals are sluggish. There are few transactions in the local area. Local spot exchanges for mainstream negotiations temporarily refer to about 8,000 yuan / ton.
