In the new week, there is a strong wait-and-see atmosphere in the morning market. However, the holders intend to offer higher prices. As the market becomes clear near noon, it is difficult to find low-cost goods. The bisphenol a market continues to rise sharply in the new week. The current market reference offer has reached 25800-26000 yuan / ton. After the news of factory parking last week, the holders’ attitude of pushing up is becoming stronger, Moreover, after the price rise in the early stage, most traders have actively sold off their sources of goods. At present, the market circulation is limited, and it is difficult to find low-cost sources of goods. However, the enthusiasm of downstream market entry is general, and there is a lack of downstream real orders to support the market upward. In terms of units, mainstream plants such as Sinopec Mitsubishi, Changchun chemical and Mitsui (three-day parking) are under full operation in the short term, while 80% of the plants such as Lihua yiweiyuan and Nantong Xingchen are under operation. Generally speaking, the expected operation rate will decline in the future.
Melamine |
From the perspective of raw material side, the phenol market fluctuates in a narrow range, and the market negotiation is deadlocked. The negotiation is between 9400-9500 yuan / ton. The overall change is not big in the near future. The port inventory is relatively stable, the pressure on the supply side is not big, and the downstream delivery mood is not good. It is difficult for the cargo holders to expect to push up the market, the overall atmosphere is not warm, and it is difficult to make large volume on the trading side. On the other hand, the acetone raw material market as a whole rose slightly. The mainstream negotiation range was 5000-5100 yuan / ton. The market atmosphere was general. Most of the goods holders made offers with them. At present, there was an increase in Hong Kong Inventory. The replenishment mood of terminal factories was general. The actual orders were mainly small ones.
Under the pressure of cost, the market of downstream liquid epoxy resin is rising obviously. According to the current bisphenol A (unit consumption 0.68) plus various expenses, the cost of liquid resin is 29000 yuan / ton. At present, the pressure of cost is greater. It is reported that the mainstream negotiation price of East China liquid epoxy resin is 31500-32000 yuan / ton in barrels, and the market of solid epoxy resin is 29000 yuan / ton, The epoxy resin market is also showing a situation of low price and reluctant to sell. At present, the epoxy resin is still digesting the pressure brought by the sharp rise in cost, and most factories arrange procurement.
In the view of the business community, it is obvious that the goods holders are reluctant to sell, and the market price rises rapidly. However, after the broad range continues to rise, the terminal still needs time to digest, and the terminal is purchasing on demand. At present, the bisphenol a market lacks more support. It is expected that bisphenol a market will maintain a high level in the short term, but it still needs to be decided in the later stage.
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