MDI market
Aggregate MDI: The North China market stopped falling and waited and watched. There is no low willingness to sell under the continuous increase in supplier exports. After the news of the market is fermented, the market tends to wait and see cautiously. The downstream maintains just-needed buying, and the transaction has not improved significantly. At present, the quotes for the delivery of goods in barrels in Shanghai are 13000-13200 yuan/ton, and the quote of Wanhua's barrels and tickets is 13700-14000 yuan/ton.
Aggregate MDI: The East China market has been narrowed down, and supply-side news continues to ferment. The industry tends to be cautious and wait-and-see. Downstream buying is average, maintaining rigid demand. At present, the quotes for the delivery of barrels in Shanghai with tickets are 13100-13300 yuan/ton, and the quotes for the delivery of barrels in Wanhua are 13800-14000 yuan/ton.
Aggregate MDI: The South China market waits and sees, and the supplier’s current inventory is not under pressure to maintain the market. The industry tends to be cautious, and the offer stabilizes and waits and sees the factory operation next week. At present, the quotes for the delivery of barrels in Shanghai with tickets refer to RMB 13,000-13,300/ton, and the quotes for the delivery of barrels with tickets for Wanhua Cargo refer to RMB 13800-14000/ton.
MDI-50: The domestic market is sorted out, and the supply of goods on the market is tightening. The industry is cautious about shipping when the inventory is low, and the high-level old customers are the main ones. The downstream is holding a wait-and-see attitude towards high prices and waiting for follow-up. At present, the negotiation of imported goods in barrels with tickets refers to 24,500 yuan/ton, and the negotiation of Shanghai cargo and Wanhua's barrels with tickets is 25,500-26,000 yuan/ton.
Pure MDI: The domestic market is running sideways, the supplier is currently operating strongly, the supply is tightening, and the industry is reluctant to sell at low prices. The overall offer remains high. The downstream just needs to buy, and most of the transactions are looking for low prices. Currently, East China, South China and Shanghai goods and imported sources of barrels with tickets out of the library offer reference 14000-14500 yuan / ton.
Liquefaction MDI: The domestic market is narrowed down, the spot source supply on the market is relatively tight, the trend of related products is relatively strong, the industry is mostly reluctant to sell at low prices, and the downstream just needs to buy appropriately. At present, the negotiation of Shanghai goods and imported goods in barrels with tickets is 14700-15500 yuan/ton.
TDI market
The East China market is running on a wait-and-see operation. After the supply-side favorable information enters the market, the industry tends to be cautious and waits for the news to ferment. Currently, many orders are closed and wait-and-see, sporadic tentative offers are at high levels, and few transactions are heard. For domestic goods with tickets, refer to 12000-12600 yuan/ton, and for Shanghai goods with tickets, refer to 12200-13000 yuan/ton.
The South China market tends to wait and see, and the supply side continues to release good news. The industry tends to be cautious, closing or maintaining high offers, and downstream sporadic follow-ups, waiting to see what happens next week. At present, the quotes for domestic products with tickets are 12000-12800 yuan/ton, and there are few quotes for Shanghai products, so there is no price reference.
The North China market has a strong wait-and-see attitude, and the suppliers have a clear attitude towards the market. The industry tends to operate cautiously. For domestic goods with tickets, please refer to around 12,000 yuan/ton, and for Shanghai goods with tickets, please refer to around 12,300 yuan/ton.
Polyether market
The supply of Dow soft foam polyether is stable, the latest guidance price in East China is 13,500 yuan/ton, and the firm transaction is slightly fluctuating.
About 80% of Shandong Bluestar Dongda’s 300,000-ton/year polyether plant is in operation, and the latest offer for bulk water is stable: soft foam 5631 is quoted at 13,300 yuan/ton in cash, high-rebound 330N acceptance is at 13,700 yuan/ton, and elastomer DL1000 is accepted. The quotation is 14,000 yuan/ton, the acceptance offer of elastomer DL2000 is 14,150 yuan/ton, and the acceptance offer of POP3628 is 13,200 yuan/ton. The actual order depends on the customer's situation.
The 100,000 tons/year polyether plant of Shandong Yinuowei New Materials is operating normally. The latest offer for bulk water telegraphic transfer is stable: ordinary soft foam is quoted at 13,250 yuan/ton, high resilience 330N is quoted to 13,450 yuan/ton, hard foam R4110 is quoted at 11150 yuan/ton, elastomer (220) is quoted at 13,700 yuan/ton, real order Negotiable. (Barrel offer +600, acceptance offer +200)
DXN Federal’s 330,000-ton/year polyether device is gradually restored, and the latest offer for bulk water is stable: soft foam is quoted at 13,100 yuan/ton, high-resilience 330N is quoted at 13,600 yuan/ton, and elastomer DL1000 is quoted at 13,800 yuan/ton. , Elastomer DL2000 is quoted at 13,900 yuan/ton, POP3628 is quoted at 13,400 yuan/ton, H30 is quoted at 13,000 yuan/ton, and POP2045 is quoted at 12,000 yuan/ton. The actual order can be negotiated.
Hangjin Technology (Fangdajinhua) polyether plant is currently running at about 50%. The latest offer for bulk water spot exchange ex-factory: soft foam price is 13100 yuan/ton, high resilience price is 13700 yuan/ton, elastomer is 13600 yuan/ton, POP3045 is quoted at 11,900 yuan/ton, 3630 is quoted at 12100 yuan/ton, and barreled for hard foam. The price is 11,300 yuan/ton, and the actual order is negotiated.
A polyether plant in Shandong with an annual production capacity of 380,000 tons of equipment is running about 60%. At present, the latest offer of various types of polyether bulk water ex-factory: soft foam price 13,200 yuan/ton, high resilience 330N price 13,800 yuan/ton, elastomer 210/ 220 yuan is 13,700 yuan/ton, POP2045/LHS-50 is 12100 yuan/ton, and POP3628 is 12800 yuan/ton. 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 price report including tax is stable: soft foam 2802 bulk water is quoted at 13,850 yuan/ton, high resilience (330N) is quoted at 14,550 yuan/ton, elastomer 210 is quoted at 14,800 yuan/ton, and elastomer is 220 barrels. 14,900 yuan/ton, POP3628 barreled quotation to 14,100 yuan/ton, POP2045 barreled quotation is 13,050 yuan/ton, hard foam barreled quotation is 14,150 yuan/ton.
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 is stable: ordinary soft foam 5631 is quotation 13,200 yuan/ton, elastomer quotation is 13,400 yuan/ton, high resilience 330N is quotation 13,300 yuan/ton, POP2045 is quotation 12,000 yuan/ton, POP3630 is quotation 12300 yuan/ Tons, real orders can be negotiated.
About 50% of Wudi Dexin Chemical’s polyether plant is in operation. The latest quotation for bulk water is 13000 yuan/ton for soft foam, 13500 yuan/ton for high resilience 330N, 13400 yuan/ton for elastomer 210/220, POP -SD-100 price is 11,700 yuan/ton, the actual order is negotiable, and the price of POP3628 is tight.
About 60% of Hebei Yadong polyether plant started. Barreled rigid foam polyether 4110 oil-free cash ex-factory price of 11750 yuan / ton, a small number of orders.
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 11,000 yuan/ton.
Zibo Nuoli's 40,000-ton/year rigid foam polyether plant is now under normal operation, and the latest offer of 4110 non-oil barrels is accepted at 11,950 yuan/ton, and actual orders are mainly negotiated.
Hebei Quanzhen’s 10,000-ton/year rigid foam polyether plant has started about 50%, and 4110 is now excluding oil barrels. The latest price is 11,500 yuan/ton, and the actual order is negotiated.
Wanhua Chemical’s 200,000-tonne flexible foam polyether equipment is currently operating normally, and the latest offer from the factory is stable: flexible foam F3156 offers 13,700 yuan/ton; high resilience (5,000 molecular weight) F3135 offers 13,500 yuan/ton; high resilience The price of bomb (6000 molecular weight) F3128 is 13,900 yuan/ton, POP2045 is 12100 yuan/ton, and POP3630 is 13,800 yuan/ton. The actual order 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 13,300 yuan/ton outside the factory, and the actual order is negotiated.
The hard foam polyether market in North China has been sorted out, raw material PO is operating weakly, cost support is insufficient, downstream buying is not good, and new orders are limited. At present, the ordinary 4110 in the spot exchange factory does not contain oil barrels of hard foam. The negotiation reference is 11000-11300 yuan/ton.
The polyether market in southern China is operating on a wait-and-see basis, and the cost is temporarily stable. The market is negotiating to take orders, but the new orders are not well followed. At present, the soft foam dispersing water is sent to the actual order for reference of 1,3000-13500 yuan/ton, and some low prices are heard.
The East China hard foam polyether market is operating weakly, and the cost side PO is weak and stable. The polyether factory offers temporarily stable, but the new orders are not good, and downstream transactions are generally in conflict. At present, the standard 4110 hard foam in the current exchange factory does not contain oil barrels. The negotiation refers to 11300-11600 yuan/ton.
The annual production capacity of 95,000 tons of the polyether department of Tianjin Sanpec Group is currently operating at about 80%. Some polyether water purification products are reported to be stable at the factory: soft foam 3050/565B quoted at 13,650 yuan/ton, high resilience 330N at 13,850 yuan/ton ; Elastomers (DL1000DL2000) offer 14,200 yuan/ton, L/43 offer 12850 yuan/ton, POP3628 offer 13,850 yuan/ton, real order can be negotiated.
Changshu Yitong is currently operating normally, and the barreled rigid foam polyether 4110 does not contain oil at the factory. The factory offer is 11,600 yuan/ton. The actual order is mainly negotiated.
Ningbo Wanhua Rongwei's 120,000-ton/year polyether plant is operating normally, and the current hard foam polyether 4110: non-oily barreled cash ex-works offer to 12,400 yuan/ton, and oil-containing 12,000 yuan/ton barreled cash ex-factory, real orders are available discuss.
Jurong Ningwu’s 300,000-ton/year polyether plant is running about 80%. At present, the latest quotations of various polyethers are stable: soft foam polyether bulk water is reported at 13,600 yuan/ton, and the price of high resilience 330N barrels is 14,300 yuan. /Ton; the price of elastomer 210 is 14300 yuan/ton, POP2045 is 13800 yuan/ton, and POP3628 is 14300 yuan/ton. Hard foam 4110 barrels offer 12,800 yuan/ton, and the actual order can be negotiated.
Nanjing Jinqi Chemical's 100,000-ton/year polyether plant is operating normally, and the latest offer for barreled cash exchange is stable: high resilience 330N is reported to be 14,800 yuan/ton, elastomer 220 is reported to 14,900 yuan/ton, and POP2045 is reported to 12400 yuan/ton. , POP3630 is quoted at 13,200 yuan/ton, soft foam and hard foam are mainly for export, temporarily not quoted. Real orders can be negotiated.
Propylene oxide market
Negotiations on the weak propylene oxide market in the Northeast, the overall local market atmosphere is flat, shipments are relatively deserted, downstream factories have little intention to purchase, and inventory has gradually accumulated. The factories negotiate a small amount of shipments, and wait and see the surrounding main market. The current exchange is sent to Shandong To reference 12800 yuan/ton.
The propylene oxide market in East China is digesting steadily for the time being. The local downstream polyether orders have recently faded. Purchases are cautious and wait and see. The market is bearish. Importers have few transactions. The current factory is stabilizing and temporarily finishing operations. The market is deserted. Spots East China sent to mainstream reference 13100-13200 yuan/ton.
The domestic propylene oxide market in Shandong is operating weakly and steadily. The raw material propylene and liquid chlorine are weak and stable, and the profit margin is still high. Recently, the market atmosphere is flat. There are few downstream polyether orders. Wait and see and wait for PO prices to fall. Although there are some price loosening discussions on the site, the main factories are generally not under pressure, and the main factories are generally firm. /Ton, some low prices are slightly heard.
