Last week, the domestic aggregate MDI market was shocked, and the market's favorable information was scarce. In addition, the inquiry was light, the industry's overall mentality was deviated, and the company negotiated shipments. The factory maintenance equipment was restarted soon. It is expected that the domestic aggregate MDI market will stabilize this week. Weak, pay close attention to factory policies.

Last week, the domestic pure MDI market continued to explore, the low-cost supply of goods on the market suppressed buying gas, coupled with the sluggish downstream demand, the industry's mentality was empty, the focus of negotiations continued to fall, and active shipments were mainly. It is expected that the domestic pure MDI market will be weak this week. , pay close attention to market transactions.

Last week, the domestic TDI market weakened in a narrow range. Some of the market just needed to open positions on dips, but the market support was limited. In addition, the factory was weak in the market. The industry was on the market and negotiated shipments. The main factory installation was just around the corner. It is expected that the domestic TDI market will stabilize this week. Weak and weak, pay close attention to the factory policy guidelines.

Last week, the domestic propylene oxide market hit a narrow rebound, the focus of the talks moved up slightly, but the terminal continued to follow up the kinetic energy, the downstream to the high price PO follow-up buying is not good, near the weekend PO high stagflation, short-term this week Look, the cost and demand upstream and downstream clearance, the first half of the inertia digested the previous orders under the pre-emptive wait and see market, the second half of the week with the increase of long-short factors, PO does not lack the narrow loose risk, but in view of this week's Dragon Boat Festival holiday, the downstream still There is a reasonable amount of stocking expectations, it is expected that this round of PO exploration space is limited.

Last week, the domestic polyether market was stable and rising. In the first half of the week, the polyether plant was cautiously rising by 100 yuan/ton under the support of rising raw material PO. However, due to the dull overall reaction, the new singles followed suit and the market wait-and-see atmosphere became stronger. In the short-term half-week, the market mentality is still cautious, especially the downstream demand is further weakened. The enthusiasm of all parties is not great. It is expected that the market will be stable and weak this week, paying attention to the PO trend.

Shanghai BASF TDI, the settlement price in May was 16,000 yuan / ton, the listed price in June was 18,000 yuan / ton (barrel), down by 4,000 yuan / ton.




Today's market



MDI market


South China's aggregate MDI market wait and see, the parties in the field pay close attention to the factory listing, inquiries and trading downturn, the business reported steady and cautious with the city. Price reference: Shanghai cargo barrels with tickets out of the library offer reference 12600-12800 yuan / ton, PM200 cargo barrels with tickets out of the library offer reference 13400-13800 yuan / ton, a single talk, please refer to the actual negotiations.

The domestic MDI-50 market was organized and operated, and the on-site enquiry was sluggish. The actual single-handed trading was not good, and the industry was on the market to discuss the shipment. Price reference: Shanghai goods and imported goods barreled with the ticket out of the business negotiations reference 24000-24900 yuan / ton, please refer to the actual negotiations.

The domestic pure MDI market is organized and operated, and the low-priced goods on the market are full of enthusiasm. The downstream purchases are insufficient, and the merchants are on the market to discuss the shipment. Price reference: East China, South China Shanghai goods and import goods barreled with the ticket out of the offer reference 19000-19900 yuan / ton, a single talk, please refer to the actual negotiations.
East China's aggregate MDI market waits and sees, the factory news is scarce, the parties pay close attention, the merchants report steady and cautious with the market, and the downstream wait-and-see atmosphere is strong. At present, the Shanghai cargo container with the ticket out of the library offer reference 12500-12600 yuan / ton, PM200 cargo barrels with the ticket out of the library offer reference 13500-13600 yuan / ton.

The North China aggregated MDI market is waiting to see the operation, the factory news is not clear, the parties are cautiously watching, the merchants offer scarce, and some low prices are also heard. At present, the Shanghai cargo container with the ticket out of the library offer reference 12400-12600 yuan / ton, PM200 cargo barrels with the ticket out of the library offer reference 13400-13500 yuan / ton.

Shanghai Costron Polymer MDI listed this week to execute 13,000 yuan / ton.




TDI market



South China's TDI market wait and see, the supply side has no clear news, the merchants cautiously wait and see the offer is rare, the inquiry is light and smooth. Price reference: domestic goods with the ticket out of the library offer reference 12300-12500 yuan / ton, Shanghai cargo with the ticket out of the library offer reference 12700-12800 yuan / ton, a single talk, please refer to the actual negotiations.

The TDI market in North China has been tidying up and watching. All the players in the market pay close attention to the factory dynamics. The enquiry is light, and the merchants are cautious with the market. Domestic goods with the ticket out of the library offer reference 12400-12600 yuan / ton, Shanghai cargo with the ticket out of the library offer reference 12800-13000 yuan / ton.

The TDI market in East China is on the sidelines, the factory guidance news is scarce, the parties are cautiously watching, the merchants are scarce, and the downstream inquiry atmosphere is weak. At present, the domestically produced goods with the ticket out of the library offer reference 12400-12500 yuan / ton, Shanghai cargo with the ticket out of the library offer reference 12600-12800 yuan / ton.




Polyether market

Nanjing Jinqi Sanshui is currently ex-factory quoted: high rebound 330N reported 11400 yuan / ton; elastomer 220 reported 11200 yuan / ton, POP2045 reported 11700 yuan / ton; POP3628 reported 12100 yuan / ton; soft foam, hard foam are mainly for export For the time being, please do not quote, please take the actual negotiation as the standard.

Jiangsu Zhongshan 150,000 tons / year polyether device low load normal, polyether acceptance factory offer: soft bubble 2802 scattered water offer 10650 yuan / ton; elastomer 210 / 220 barrels 11550 yuan / ton, high rebound (330N) 11850 yuan / ton, POP3628 barrels 12800 yuan / ton, POP2045 barrels 12250 yuan / ton, hard foam barrels reported 11050 yuan / ton, please refer to the actual negotiations.

Changshu unified hard foam polyether device is in normal operation, hard foam 4110 polyether barrels accept the factory offer without oil reference 9800 yuan / ton, the real single talk.
Zibo Nuoli's 40,000 tons/year hard foam polyether device is in normal operation, and 4110 does not contain oil drums to accept the offer to 10,000 yuan / ton.
The 60,000-ton soft foam polyether plant in Fujian Meizhou Bay is operating normally, and the price of soft foam polyether is 10,550 yuan/ton.
The Zhonghai Shell polyether device is operating normally, and the price of ordinary soft foam polyether is 10,550 yuan/ton. The trader has a slight floating.

Propylene oxide market

The propylene oxide market in South China is weakly consolidated, the downstream polyether new single is lacking, the raw material purchase just needs to be conservative, the supply of goods in the market is limited, the overall trading is sluggish, the price reference: the local exchange factory is mainly negotiated at 9200-9400 yuan / ton, part Sales to the East China region, the main supply for retail investors, a single talk, please refer to the actual negotiations.

Yantai Wanhua's 240,000 tons/year propylene oxide plant is fully loaded, most of which are used by itself, and some are exported. The price of cash sent to the mainstream market in Shandong is 9,500 yuan/ton, and the price of cash sent to the mainstream market in East China is 9,800 yuan/ton. The actual negotiation will prevail.

The propylene oxide market in East China is running smoothly, the terminal demand is weak, the market mentality is suppressed, the downstream polyether new singles are lacking, the raw materials are enthusiasm for purchase, the factory is holding on to the market, the short-term main supply contract orders, accompanying the market operation, East China mainstream cash delivery Negotiated at 9550-9650 yuan / ton.

The propylene oxide market in the northeast region is stable and wait-and-see, the factory inventory is low and no pressure, temporarily holding steady and wait-and-see, the downstream just needs to follow up, the overall trading rhythm is weak, and now it is sent to Shandong mainstream negotiations to about 9,500 yuan / ton, focusing on Jishen drove the car.

The domestic propylene oxide market in Shandong area is consolidating, the factory inventory is pressure-free, and the liquid chlorine price has risen to a high level today. The supply side and cost side still support the market mentality, but the terminal demand is weak, suppressing the market trend, and the short-term PO market is stable. Zhongguanwang is mainly organized, and the mainstream cash payment in Shandong is about 9300-9400 yuan/ton.