MDI market
Aggregate MDI: The North China market is operating strongly, the supplier is now strong, the supply of goods continues to be tight, and the industry offers passively followed up, waiting for downstream follow-up. At present, the reference price for the delivery of barrels in Shanghai with tickets is 13,500-13600 yuan/ton, and the reference for the delivery of barrels with tickets for Wanhua is 14000-14500 yuan/ton.
Aggregate MDI: The East China market is going up strongly, the factory guides the price to go up, the supply continues to tighten, the dealer's offer is passively raised, and the inquiry atmosphere is general. At present, the quotes for the delivery of barrels in Shanghai with tickets are 13500-13600 yuan/ton, and the quote for the delivery of barrels in Wanhua is 14000-14500 yuan/ton.
Aggregate MDI: The South China market is organized strongly, the supply side is strong and the market is strong, dealers passively follow up with the offer, but high-price shipments have greater resistance, and the downstream just-needed buying is still low-end. At present, the quotes for the delivery of barrels in Shanghai with tickets are 13500-13600 yuan/ton, and the quote for the delivery of barrels in Wanhua is 14000-14500 yuan/ton.
Pure MDI: The domestic market is relatively strong, and the supplier is now operating strongly. The supply is tight and the industry is reluctant to sell at low prices. The overall offer remains high. The downstream just needs buying, and most of the transactions are looking for low prices. At present, the quotes for the delivery of goods from East China, South China and Shanghai and imported sources in barrels with tickets refer to 14,200-15,000 yuan/ton.
MDI-50: The domestic market is sorted out, the supply of goods on the market is tightening, and the industry is cautious about shipments under low inventory, and 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 barrels of Shanghai cargo and Wanhua goods is 25,500-26,000 yuan/ton.
Liquefied MDI: The domestic market is relatively strong, the spot source supply on the market is relatively tight, and 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 14700-16000 yuan/ton.
TDI market
TDI: The market has learned that Canghua’s payment price this week is 16,000 yuan/ton, which is increased by 3,000 month-on-month, and needs to be reported in advance and negotiated according to the quantity.
Wanhua Chemical’s TDI listed settlement price this week is 15,000 yuan/ton, and the price is raised by 2,000 yuan/ton. The supply is in short supply, and the supply is 20% off this week.
Yantai Wanhua’s 300,000-ton/year plant will be shut down for maintenance on July 1, lasting about 45 days, and is expected to restart in mid-August.
The single-line operation of Wanhua Fujian's annual production capacity of 100,000 tons/year.
Polyether market
Shandong Yinuowei New Material's 100,000 tons/year polyether plant is operating normally. The latest offer of bulk water telegraphic transfer is raised by 100 yuan/ton: ordinary soft foam is quoted at 13,150 yuan/ton, high resilience 330N is quoted to 13,450 yuan/ton, rigid foam R4110 is quoted at 11150 yuan/ton, and elastomer (220) is quoted at 13,700 yuan/ton. , Real order can be negotiated. (Barrel offer +600, acceptance offer +200)
About 80% of Shandong Bluestar Dongda’s 300,000-ton/year polyether plant is in operation, and the latest offer for bulk water is raised by 100 yuan/ton: soft foam 5631 is quoted at 13,250 yuan/ton in cash, and high-rebound 330N acceptance offers at 13,700 yuan/ton, flexible The acceptance offer of DL1000 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.
Hard foam: Ningbo Wanhua Rongwei 120,000 tons/year polyether plant is operating normally. At present, hard foam polyether 4110: non-oil barreled cash ex-factory offer to 12,400 yuan/ton, oil-containing 12,000 yuan/ton barreled cash ex-factory, Real orders can be negotiated.
Hard foam: Changshu Yitong is currently operating normally, and the barreled hard foam polyether 4110 is oil-free and accepts an offer of 11,600 yuan/ton from the factory. The actual order is mainly negotiated.
Hard foam: The East China hard foam polyether market is operating in a range, and the cost side PO wait-and-see recovery, the polyether factory offer is stable, the market waits and sees rigid demand, and new orders are limited. 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.
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.
Jurong Ningwu’s 300,000-ton/year polyether plant is running about 80%, and the latest price of all kinds of polyether spot exchange ex-factory is stable: soft foam polyether bulk water is reported to be 13,600 yuan/ton, and the price of high resilience 330N barrel 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.
Hard foam: The hard foam polyether market in North China is weak and wait-and-see. The raw material PO is running weakly. There is a wait-and-see atmosphere in the market, and new orders are limited. At present, the standard 4110 hard foam in the current exchange factory does not contain oil barrels. The negotiation reference is 11000-11200 yuan/ton.
Wanhua Chemical’s flexible foam polyether with an annual capacity of 200,000 tons is currently operating normally, and the factory’s latest offer 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 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 price to 14,100 yuan/ton, POP2045 barreled price 13,050 yuan/ton, hard foam barreled price 14,150 yuan/ton.
A polyether factory in Shandong has an annual capacity of 380,000 tons of equipment running about 60%, the latest offer of all kinds of polyether bulk water spot exchange factory: soft foam price of 13,200 yuan/ton, high resilience 330N price of 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.
Hangjin Technology (Fangdajinhua) polyether plant is currently running at about 50%. The latest ex-factory offer for bulk water spot exchange: soft foam price 13100 yuan/ton, high resilience price 13600 yuan/ton, elastomer price 13600 yuan/ton, POP3045 price 11700 yuan/ton, 3630 price 11,900 yuan/ton, hard foam barrels The price is 11,200 yuan/ton, and the actual order is negotiated.
Shandong Binhua's 100,000-ton/year polyether plant is operating at full capacity. At present, the latest quotation of the factory's bulk water acceptance factory has been lowered by 200 yuan/ton: ordinary soft foam 5631 offers 13,000 yuan/ton, elastomer offers 13,200 yuan/ton, high resilience 330N offers 13,100 yuan/ton, POP2045 offers 11800 yuan/ton, and POP3630 offers 12100 yuan/ton, the actual order can be negotiated.
About 50% of Wudi Dexin Chemical’s polyether plant is in operation, and the latest offer for bulk water ex-factory: soft foam price 13000 yuan/ton, high resilience 330N price 13500 yuan/ton, elastomer 210/220 price 13400 yuan/ton, POP -SD-100 price is 11,700 yuan/ton, the actual order is negotiable, and the price of POP3628 is tight.
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.
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 RMB 13,050/ton, high resilience 330N is quoted to RMB 13,350/ton, rigid foam R4110 is quoted at RMB 11050/ton, elastomer (220) is quoted at RMB 13,600/ton, real order Negotiable. (Barrel offer +600, acceptance offer +200)
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 13,150 yuan/ton in cash, high-rebound 330N acceptance is at 13,600 yuan/ton, and elastomer DL1000 is accepted. The quotation is 13,900 yuan/ton, the acceptance quotation of elastomer DL2000 is 14,050 yuan/ton, and the acceptance offer of POP3628 is 13,100 yuan/ton. The actual order depends on the customer's situation.
Propylene oxide market
The domestic propylene oxide market in Shandong has rebounded. The raw material propylene and liquid chlorine are weak and stable, and the profit margin is still high. After the weekend’s market focus went down, some large downstream factories waited on the market, increased purchases, and most of the PO factory inventory was digested and transferred. The downside risk was significantly reduced, and some manufacturers were willing to keep the price. The current mainstream cash factory negotiations in Shandong reached 12650- 12800 yuan/ton.
The propylene oxide market in Northeast China is in a wait-and-see stalemate. The overall local market atmosphere is slightly better than last week. Driven by the surrounding market, shipments have rebounded. Downstream factories have moderately purchased, factories will follow the market, and inventories have eased. Continue to wait and see the surrounding main market conditions, the current exchange rate Shandong sent 12800 yuan/ton for reference.
Propylene oxide market in East China is sorted out and wait-and-see, local downstream polyether orders continue to steadily, purchase cautiously and wait-and-see, on-site supply is relatively normal, the current factory wait-and-see surrounding main market atmosphere has improved again, temporarily reported stable operation, and the spot East China is delivered to the mainstream Refer to around 13100-13200 yuan/ton.
The propylene oxide market in South China remains stable in a wait-and-see manner. Local factories have low output and are mostly used for their own use. Recently, the surrounding main market atmosphere has rebounded slightly. The prices are temporarily stabilized, and the downstream is generally cautious, with a small number of transactions. South China is now sent to the reference 13,200 yuan/ton.
