Today's market
MDI market
Aggregate MDI: The South China market is in a stalemate, and the atmosphere on the market is weak. The industry's offer is mainly stable. The downstream intention to enter the market is weak and the transaction is deserted. At present, the quotes for the delivery of barrels with tickets in Shanghai refer to RMB 11500-11600/ton, and the quotes for the delivery of barrels with tickets for PM200 refer to 11800-11900 yuan/ton.
Liquefied MDI: The domestic market has been narrowed down, the related products are not trending well, the atmosphere in the market is cold, there are few downstream operations in the market, and transaction resistance is relatively high. At present, the negotiation of Shanghai goods and imported goods in barrels with tickets is 13,800-14500 yuan/ton.
MDI-50: The domestic market is relatively strong, and the spot source supply of factories is tightening, and the industry offers tentatively increased. Wait and see downstream follow-up follow-up. At present, the negotiation of imported goods in barrels with tickets refers to the vicinity of 19,500 yuan/ton, and the negotiation of Shanghai cargo and Wanhua's barrels with tickets is 20,000-21,000 yuan/ton.
Pure MDI: The domestic market is weak, and the atmosphere in the market is cold. Under the pressure of shipments, the offers continue to drop. The downstream intention to enter the market is weak and the transaction atmosphere is not good. Currently, East China, South China and Shanghai goods and imported sources of barrels with tickets out of the library offer reference 12700-13200 yuan / ton.
Aggregate MDI: The East China market is trading sideways. The atmosphere in the market is quiet, and the industry mainly keeps its offers. The factory's positive information has maintained its decline, and the trading atmosphere is hard to say. At present, the reference price for the delivery of barrels in Shanghai with tickets is 11500-11600 yuan/ton, and the reference for delivery of barrels of PM200 is near 11800 yuan/ton.
Aggregate MDI: The North China market was narrowed, and the Shanghai supply offer on the market remained stable. Affected by Wanhua's suspension of new orders, Wanhua's supply rose within a narrow range, and the downstream maintained a rigid demand to enter the market. The high price conflict was obvious, and the trading volume was difficult to increase. At present, the quotes for the delivery of barrels with tickets in Shanghai refer to RMB 11500-11600/ton, and the quotes for the delivery of barrels with tickets for PM200 refer to 11800-11900 yuan/ton.
TDI market
TDI: The East China market is cautious and wait-and-see. The industry offers generally remain stable, and some profit-making offers actively promote transactions. Downstream buying is difficult to raise, and transactions are deadlocked. Refer to 10100-10300 yuan/ton for domestic goods with tickets and 10500-10600 yuan/ton for Shanghai goods with tickets.
TDI: The North China market is sideways. The atmosphere in the market is deserted. There are few operations in the downstream market. The industry's mentality tends to be Buddhist, and transactions are rare. Refer to 10200-10400 yuan/ton for domestic goods with tickets and 10500-10600 yuan/ton for Shanghai goods with tickets.
TDI: The South China market is narrowing and weakening. The industry players are currently on the negative side. The downstream enthusiasm for entering the market is not good. It is often heard that the industry has low prices to promote transactions. At present, the quotes for domestic goods with tickets are 10000-10300 yuan/ton, and the quotes for Shanghai goods with tickets are 10500-10600 yuan/ton.
Polyether market
Wudi Dexin Chemical's polyether plant is operating at around 60% to 70%, and the latest offer for bulk water is increased by 100 yuan/ton from the factory: soft foam price is 10500 yuan/ton, high resilience 330N price is 11000 yuan/ton, and elastomer 210/220 The price is 10,900 yuan/ton, POP-SD-100 is 10,300 yuan/ton, the actual order is negotiable, and the price of POP3628 is tight.
Hard foam: Today, Ningbo Wanhua Rongwei's 120,000 tons/year polyether plant is operating normally, and the current hard foam polyether 4110 is stable: non-oil barreled cash ex-factory offer to 10400 yuan/ton, oil-containing 10,000 yuan/ton barrel Cash is shipped from the factory and the actual bill can be negotiated.
Shandong Binhua's 100,000-ton/year polyether plant was operating at full capacity. At present, the latest quotation of the factory bulk water acceptance factory has been increased by 100 yuan/ton: ordinary soft foam 5631 offers 10,700 yuan/ton, elastomer offers 11,000 yuan/ton, high resilience 330N offers 10900 yuan/ton, POP2045 offers 10300 yuan/ton, and POP3630 offers quotations. 10,300 yuan/ton, the actual order can be negotiated.
About 50% of Shandong Bluestar Dongda’s 300,000-ton/year polyether plant is in operation, and the bulk water offer is raised by 100 yuan/ton: the soft foam 5631 is quoted in spot exchange to 10,700 yuan/ton, and the high rebound 330N acceptance offer is 11,450 yuan/ton, POP3628 The acceptance offer is 11,550 yuan/ton, the acceptance quotation of elastomer DL1000 is 11,400 yuan/ton, and the acceptance quotation of elastomer DL2000 is 11,500 yuan/ton. The actual order depends on the customer.
Hard foam: The market range of hard foam polyether in North China is temporarily stable. The raw material PO inventory is upwards without pressure and the downstream just needs to cover the position. The overall new orders are average. At present, the standard 4110 hard foam in the current exchange factory does not contain oil barrels. Refer to the negotiation of 9300-9600 yuan/ton.
The East China hard foam polyether market has been sorted out. The raw material PO is rising in a narrow range, and the downstream buyers are waiting and watching. The overall trading is average. At present, the standard 4110 hard foam in the current exchange factory does not contain oil barrels. The negotiation refers to 9600-9800 yuan/ton.
Hangjin Technology (Fangdajinhua) polyether plant is currently running at about 50%. The latest offer for bulk water ex-factory is raised by 100 yuan/ton: soft foam price is 10600 yuan/ton, high resilience price is 11000 yuan/ton, elastomer is 10800 yuan/ton, POP3045 is 10200 yuan/ton, 3630 is 10300 yuan/ton , The price of hard foam barrels is 9,500 yuan/ton, and the actual order is negotiated.
Jurong Ningwu’s 300,000-ton/year polyether plant is running about 80%, and the latest price of various polyether spot exchange ex-factory reports is stable: soft foam polyether bulk water is reported to be 11,100 yuan/ton, and the price of high resilience 330N barrels is 11,800 yuan. /Ton; the price of elastomer 210 is RMB 11,800/ton, POP2045 is RMB 11,300/ton, and POP3628 is RMB 11,800/ton. Hard foam 4110 barrels offer 10,300 yuan/ton, and the actual order can be negotiated.
The 150,000-ton/year polyether plant in Zhongshan, Jiangsu is currently operating at full capacity. At present, the polyether acceptance ex-factory offer including tax is stable: the price of soft foam 2802 bulk water is 11100 yuan/ton, the price of high resilience (330N) is 12150 yuan/ton, the price of hard foam barrels is 11650 yuan/ton, and the elastic body is 210 barrels. The price is 12250 yuan/ton, the price of elastomer is 220 yuan per ton to 12250 yuan/ton, POP3628 is 12350 yuan/ton, and POP2045 is 11300 yuan/ton.
Nanjing Jinqi Chemical's 100,000-ton/year polyether plant is operating normally, and the latest offer for barreled cash exchange is temporarily stable: high resilience 330N is reported to 11,800 yuan/ton; elastomer 220 is reported to 11,700 yuan/ton; POP2045 is reported to 10,800 yuan/ton ; POP3630 is reported to be 11100 yuan/ton, and the actual order can be negotiated.
Shandong Yinuowei New Material's 100,000-ton/year polyether plant was shut down for maintenance and is expected to resume around July 25. The latest offer for bulk water telegraphic transfer is temporarily stable: ordinary soft foam is quotation 10,400 yuan/ton, elastomer (220) is quotation 11,000 yuan/ton, high resilience 330N is quotation 11050 yuan/ton, hard foam R4110 is quotation 9,150 yuan/ton, real order is available discuss. (Barrel offer +600, acceptance offer +200)
Hard foam: Zibo Nuoli's 40,000-ton/year hard foam polyether plant is now under normal operation. 4110 non-oil barrels accept the latest offer of 10,100 yuan/ton, and the actual order is mainly negotiated.
The supply of Dow soft foam polyether is stable, the latest guidance price in East China is 11,100 yuan/ton, and the firm transaction is slightly fluctuating.
Propylene oxide market
The propylene oxide market in East China remains stable, and the local downstream polyether orders are general, and procurement contracts are the main ones. The local spot is tight recently, and the factory offers firm. Wait and see the downstream and surrounding areas stabilize prices temporarily. However, there will be imported goods arriving at the port at the end of the following month. The tension is expected to ease at that time, and the current situation is stable for the time being. The spot in East China is about 10250-10350 yuan/ton to the mainstream reference.
Propylene oxide market in the Northeast region followed the rise and waited and watched. The local factories were producing normally and part of them were used for their own use. Waiting and watching the Shandong market offers to follow the rise, driving a certain buying atmosphere, smooth shipments and low inventories. The current exchange rate sent to Shandong to mainstream prices is 10100 yuan/ton.
The domestic propylene oxide market in Shandong is on the lookout, the raw material propylene continues to rebound slightly, liquid chlorine is at a high level, and the cost is relatively stable. Yesterday, the new orders of PO’s main factories were raised. Today, some of the prices in the market have increased. The current factory shipments can still be at low inventory, but the downstream polyether orders are relatively ordinary, and there is no sign of improvement. The mainstream discussion of cash delivery in Shandong The transaction reached 9950-10100 yuan/ton.
