According to the sample data monitored by the business club, the market price of domestic aggregated MDI at the beginning of the month was 17100 yuan / ton, and the price at the end of the month was 18520 yuan / ton, with an increase of 8.30% during the month and a year-on-year increase of 1.06%.
| Azodicarbonamide (AC foaming Agent) |
According to the price monitoring of the business club, in the first half of 2022 (1.1-6.30), 136 commodities rose month on month in the list of bulk commodity prices, mainly in the chemical sector (64 in total) and the agricultural and sideline sector (16 in total), and the commodities with an increase of more than 5% were mainly in the chemical sector; The top 3 commodities with growth rate were butadiene (152.15%), lithium hydroxide (118.46%) and sulfur (89.80%). A total of 95 commodities fell month on month, mainly in the chemical industry (43 in total) and steel (15 in total), and commodities with a decline of more than 5% were mainly in the chemical industry sector; The commodities with the top three declines were electrolytic manganese (-57.47%), magnesium (-46.60%) and glycine (-45.71%). In this half year, the average increase and decrease was 6.53%.
Summary of domestic aggregate MDI market as of June 29:
Region, Wanhua goods, Shanghai goods
North China and Shandong, 18300-18500 yuan / ton, 17800-17900 yuan / ton
East China, 18300-18500 yuan / ton, 17800-18000 yuan / ton
South China, 18300-18500 yuan / ton, 17800-18000 yuan / ton
At the beginning of the month, the domestic aggregate MDI market rebounded strongly. At present, the external quotation of major manufacturers is stable, and the supply is reduced, which has boosted the mentality of trade market operators. Subsequently, the quotation of traders is stable and upward. Coupled with the current low inventory at the social level, the market continues to push up. However, the actual transaction price needs to be further followed up.
In the middle of June, the domestic aggregate MDI market continued to rise. Most of the major manufacturers supported their prices, and traders followed suit. The overall market atmosphere was strong. On the other hand, the overall performance of downstream demand is slightly modest, with small order replenishment as the main.
In late June, the domestic aggregate MDI market was sorted out at a high level, the follow-up of actual orders was very limited, and the atmosphere was stalemate. The manufacturer mainly supports the price, and the supply is relatively small. The downstream customers are in conflict with the high price, and just need to replenish the small order. The overall purchase desire is low.
In terms of raw materials, pure benzene: affected by the fluctuation of crude oil price in June, pure benzene was mainly subject to shock consolidation in the whole month.
| povidone Iodine |
In terms of aniline, the current high cost has supported the increase of aniline for many times. However, Shanghai Lianheng put in an overhaul plan in late June. If the overhaul plan is implemented, part of the contract volume will be released to the market, which has a certain negative impact on the market.
In terms of enterprises, Yantai Wanhua’s 1.1 million T / a unit operates normally; Ningbo Wanhua 1.2 million T / a unit operates normally; The 600000 T / a unit of Shanghai kesichuang operates normally; Shanghai Huntsman 380000 T / a unit operates normally; Or postpone the maintenance to June to July; Shanghai BASF 220000 T / a unit operates normally; Or postpone the maintenance to June to July; Chongqing BASF 400000 T / a unit operates normally; The 80000t / a Dongcao Ruian plant operates normally.
The MDI device has a multi storage maintenance plan, and the supply is expected to shrink. According to the MDI analysts of the business community, the domestic MDI market is mainly in a stalemate.
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