Today's market
MDI market
Aggregate MDI: The North China market continues to be strong, factories are now clear about the market attitude, and most industry players are holding a wait-and-see attitude, and offers remain high. The enthusiasm for downstream inquiries has increased, but the high price conflict is still obvious. At present, the quotes for the delivery of barrels in Shanghai with tickets are 11700-12000 yuan/ton, and the quotes for the delivery of PM200 barrels with tickets are 12200-12500 yuan/ton.
Aggregate MDI: The East China market is relatively strong and the supply side continues to advance. The industry offers to maintain a high level, but the downstream high prices are obviously contradictory, and the intention to enter the market is weak. At present, the quotes for the delivery of barrels with tickets in Shanghai refer to RMB 11,700-12,000/ton, and the quotes for the delivery of barrels with tickets for PM200 refer to RMB 12,400 to 12,500/ton.
Aggregate MDI: The South China market is relatively strong, and good news from suppliers is frequent. Some sources of goods are tightly supplied. Prices remain high. The downstream is cautiously following up. The high prices are obviously in conflict. At present, the quoted price of barreled cargo in Shanghai is 11800-12000 yuan/ton, and the quoted price of barreled PM200 is around 12500 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 13600-14500 yuan/ton.
Pure MDI: The domestic market is consolidating. The current low prices in the market have slightly converged due to the good news from the supply side. The industry is cautious, but the downstream buying is still weak, and the high price shipments are more resistant. Currently, East China, South China and Shanghai goods and imported sources of barrels with tickets out of the library offer reference to 1,3000-13200 yuan / ton.
MDI-50: The domestic market is relatively strong, and the spot source supply of factories is tightening. The industry offers to maintain a high level. Wait and see the downstream follow-up. At present, the negotiation of import goods and Shanghai goods in barrels with tickets refers to 20,500-21,500 yuan/ton. Wanhua's supply is tight and there is no quotation temporarily.
TDI market
TDI: The South China market is strong and wait-and-see. Good news from suppliers is frequently available. Businesses keep their offers at a high level. The downstream high prices are conflicting, so follow up cautiously. At present, the quotes for the delivery of domestic goods with tickets refer to 10600-10800 yuan/ton, and the quotes for the delivery of Shanghai goods with tickets are near 11000 yuan/ton.
TDI: The North China market is relatively strong, and the supplier's high-profile supporter offers to maintain a high level. The downstream high prices are conflicting, and the trading is cold. Refer to 10600-10800 yuan/ton for domestically-made goods with tickets and near 11,000 yuan/ton for Shanghai-made goods with tickets.
TDI: The East China market continues to be strong, the supply side continues to provide good news, and the industry maintains a high level of over-quoting, and the downstream follow-up is normal. The high price conflict is obvious, and the transaction has not been significantly increased. For domestic goods with tickets, please refer to around 10600 yuan/ton, and for Shanghai goods with tickets, please refer to around 11,000 yuan/ton.
Polyether market
Hard foam: About 60% of the polyether plant in Hebei Yadong started. The oil-free cash ex-factory price of barreled rigid foam polyether 4110 is stable at RMB 10,100/ton.
Hard foam: Zibo Nuoli's 40,000-ton/year hard foam polyether plant is now under normal operation. The 4110 non-oil-free barrel accepts the latest offer of 10550 yuan/ton, and the actual order is mainly negotiated.
Hard foam: Hebei Quanzhen's 10,000-ton/year hard foam polyether device started about 30%, and 4110 is now excluding oil barrels. The latest price is 10,000 yuan/ton, and the actual order is negotiated.
Hard foam: Shandong Binhua's hard foam polyether plant is operating at full capacity. Today, the hard foam polyether 4110 does not contain oil and bulk water at a factory price of 10,000 yuan/ton.
Hangjin Technology (Fangdajinhua) polyether plant is currently running at about 50%. The latest offer for bulk water spot exchange is stable: soft foam price is 11,400 yuan/ton, high resilience price is 11,700 yuan/ton, elastomer is 11,600 yuan/ton, POP3045 is 10500 yuan/ton, 3630 is 10800 yuan/ton, hard foam is offered The barrel price is 9800 yuan/ton, and the actual order is negotiated.
The 100,000-ton/year polyether plant of Shandong Yinuowei New Materials is operating normally. The latest offer of bulk water telegraphic transfer is stable: ordinary soft foam is quoted at 11200 yuan/ton, elastomer (220) is quoted at 11800 yuan/ton, high resilience 330N is quoted to 11650 yuan/ton, and hard foam R4110 is quoted at 9750 yuan/ton, real order Negotiable. (Barrel offer +600, acceptance offer +200)
DXN Federal's 330,000 tons/year polyether plant is gradually restored, and the latest quotation of the bulk water spot exchange factory: soft foam price 11300 yuan/ton, high resilience 330N price to 11950 yuan/ton, elastomer DL1000/2000 price 12100 yuan/ton , POP3628 is quoted at RMB 12,200/ton. Some stocks are tight. H30 will not be quoted, and POP2045 will not be quoted. Real orders can be negotiated.
About 50% of Wudi Dexin Chemical’s polyether plant is in operation, and the latest offer for bulk water is stable: soft foam price is 11300 yuan/ton, high resilience 330N price is 11700 yuan/ton, and elastomer 210/220 is quoted 11700 yuan/ton. , POP-SD-100 is quoted at 10,400 yuan/ton, the actual order is negotiable, and the price of POP3628 is tight.
The 150,000-ton/year polyether plant in Zhongshan, Jiangsu is currently operating at full capacity. At present, the polyether acceptance ex-factory tax-included offer is stable: the price of soft foam 2802 bulk water is 11950 yuan/ton, the price of high resilience (330N) is 12800 yuan/ton, the price of hard foam barrels is 12250 yuan/ton, and the elastomer is 210 barrels. The price is 12,850 yuan/ton, the price of elastomer is 220 yuan per ton to 12,950 yuan/ton, POP3628 is 12850 yuan/ton, and POP2045 is 11,800 yuan/ton.
Shandong Binhua's 100,000-ton/year polyether plant is operating at full capacity. At present, the latest quotations of the factory's bulk water acceptance factory are stable: ordinary soft foam 5631 offers 11,400 yuan/ton, elastomers offers 11,600 yuan/ton, high resilience 330N offers 11,700 yuan/ton, POP2045 offers 10,500 yuan/ton, and POP3630 offers 10,800 yuan/ton. Tons, the spot is tight, the actual order is negotiable.
Binzhou Jiahua’s 200,000 tons/year ordinary soft foam polyether plant is operating normally, Shanghai Jiahua’s 150,000 tons/year polyether plant is currently operating normally, and the latest offer for bulk water and electricity transfers: ordinary soft foam price 11650 yuan/ton, POP2045 leaving the factory The price is 10900 yuan/ton, and the actual order can be negotiated. (Shanghai Jiahua offer +300)
Nanjing Jinqi Chemical's 100,000-ton/year polyether plant is operating normally, and the latest offer of barreled cash exchange is stable: high resilience 330N is reported to be 12,800 yuan/ton, elastomer 220 is reported to 12,700 yuan/ton, and POP2045 is reported to 11,300 yuan/ton. , POP3630 is quoted at RMB 11,600/ton. Soft foam and hard foam are mainly for export. No quotation is currently available. Real orders can be negotiated.
The 50,000-ton soft-foam polyether plant in Meizhou Bay, Fujian is operating normally, and the factory’s soft-foam dispersed water is quoted at 11,800 yuan/ton outside the factory.
Jurong Ningwu’s 300,000-ton/year polyether plant is running about 80%. The latest price of all kinds of polyether spot exchange ex-factory is stable: soft foam polyether bulk water is reported to be 11,900 yuan/ton, and the price of high resilience 330N barrel is 12,600 yuan /Ton; the price of elastomer 210 is 12600 yuan/ton, POP2045 is 12100 yuan/ton, and POP3628 is 12600 yuan/ton. Hard foam 4110 barrels offer 11100 yuan/ton, and the actual order can be negotiated.
Hard foam: Changshu Yitong is currently operating normally, and barreled hard foam polyether 4110 does not contain oil and is offered at 10,100 yuan per ton. The actual order is mainly negotiated.
Hard foam: today Ningbo Wanhua Rongwei 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 11,000 yuan/ton, oil content is 10,600 yuan/ton barreled Cash is shipped from the factory, and the actual bill can be negotiated.
The polyether market in South China is tightly rising, the spot on the market is still tight, the raw material PO digests the increase, the downstream wait and see just needs, the new order trading is weak, the current spot soft foam is now sent to the actual order for reference 11800-12000 yuan/ton.
Wanhua Chemical’s 200,000-tonne soft-foam polyether equipment is currently operating normally, and the factory’s latest offer is stable: soft foam F3156 offers 11,900 yuan/ton; high-resilience (5,000 molecular weight) F3135 offers 11,650 yuan/ton; high-resilience The price of bomb (6000 molecular weight) F3128 is 12050 yuan/ton, POP2045 is 10900 yuan/ton; POP3630 is 12350 yuan/ton, the supply is tight, and the actual order can be negotiated.
Propylene oxide market
The propylene oxide market in East China has been sorted out. The local downstream polyether orders are acceptable, and the procurement contracts are the main ones. The recent market tightness still exists. There are many local downstream inquiries for Shandong to supplement the procurement. The factory waits and sees Shandong to stabilize temporarily, and the range is adjusted. The spot in East China is about 10900-11000 yuan/ton to the mainstream reference.
The propylene oxide market in Northeast China continues to rise. Local factories are producing normally, some of them are for self-use, and sales are limited. Due to the limited supply of some factories in North China, low inventory and tight stocks, today the wait-and-see market continues to raise offers, and it will be sent to Shandong as a reference for mainstream prices. 10900 yuan/ton.
The domestic propylene oxide market in Shandong has digested the increase. The raw materials propylene and liquid chlorine have weakened and then stabilized. The current PO profit margins are better. The current PO factories on the market are still low in inventory and shipments are smooth. However, wait and see downstream orders are generally general and contradictory Psychology is gradually showing, temporarily stable wait and see to digest the increase. The main negotiation transaction of cash ex-factory in Shandong was 10750-10900 yuan/ton.
