Sample anhydride market narrow -range rising

Beginning in early June, driven by the rise in crude oil prices and the shipping of foreign trade orders, the domestic systemic anhydride market broke the disadvantaged tug -of -levity situation and began to rise. As of mid -June, the export factory price in the Shandong -solid anhydride market was 9,600 ~ 9700 yuan (ton price, the same below), an increase of 500 yuan from the price on June 2, an increase of 5.3%~ 5.5%. In the short term, under the support of the foreign trade market, the price of the cliché may continue to rise in a narrow range.

Increase foreign trade orders

Recently, the overall exports of the smooth anhydrial anhydrous anhydrous anhydrous anhydrous anhydrous anhydrous anhydrous anhydrous anhydrous anhydrous anhydrous anhydrous.

According to customs statistics, from January to April of this year, the cumulative export of Chinese anhydride exports was 67,900 tons, an increase of 41%year -on -year. "In May, when the domestic shorthydride market was in a downward channel, exporters successively entered the market. In June, with Shanghai, exporters began to execute foreign trade orders, and the main factory of the cashmere anhydrial anhydrous anhydrous. For foreign trade orders, the pressure of large factories holding positions has been greatly reduced, "said Xu Jing, an analyst of the Longzhong Information Shunhydramide.

Li Tong, an analyst of Zhuochuang Information Shin Anfrey, believes that the main driving force for the recent rising domestic anhydride prices is increased by foreign demand. As the domestic shorthydride market bottomed out, the number of cashry orders from India, Europe and other places increased. Starting from June 6, the East China plant began to receive and deliver external orders.

At the same time, the main downstream unsaturated resin domestic market rebounded, which also supported a certain support for the rise in the price of the smooth anhydride.

There are fewer circulation sources

The production of cashry is mainly two processes: benzene and orthopatane. Recently, under the influence of the rise in the price of raw materials, the cost of phenylfrath anhydramide enterprises have experienced upside down, and they choose to avoid danger.

"As of June 15th, the effective production capacity of the benzene -based anhydride device was 226,000 tons/year. At present, Shanxi Hengsheng Industry Co., Ltd. is 20,000 tons/year installation, Tangshan Baotai Coal Chemical Co., Ltd. 20,000 tons /Annual Device, Shanxi Xiangfen Longtea Chemical Co., Ltd. 20,000 tons/year installation, Shandong Hongxin Chemical Co., Ltd. 40,000 tons/year installation. In addition, Yunnan Dawei Hengyuan Chemical Co., Ltd. 50,000 tons/year device parking , Another line is reduced; Shijiazhuang Bailong Chemical Co., Ltd. 20,000 tons/year device load drops to about 50 %. On the whole, there are very few supply sources of benzene -pelid anhydride market Chang Kaili said.

In terms of orthopedane method, the operating rate of orthopedane -based anhydride enterprises has recently dropped narrowly. At present, there are 40,000 tons/year installations of Karamay Jinyuan Fine Chemical Co., Ltd., Xinjiang Karamay, and 50,000 tons/year of Zibo Qixiang Tengda Chemical Co., Ltd. There are 40,000 tons/year installations of Panjiming Chengcheng Chemical Industry Co., Ltd., which currently operates around 80 %.

"At the same time, due to the main supply of traders or downstream contract users in China, the current foreign trade is currently concentrated in shipping.

Cost still support

As the vane of the bulk market, the high level of crude oil has risen at a high level of crude oil, driving the prices of domestic chemical products to show varying degrees of rise, especially pure benzene. Industry insiders predict that for a long time, geopolitical risks will not be alleviated, crude oil prices will continue to maintain a high level, forming a favorable market for p -benzene market, and the price of hydrogen benzene may rise with oil benzene. In terms of overall, the cost support of the smooth anhydride is acceptable.

"Since the first half of the year, the benzide and orthopedane techniques have been affected by cost. Taking the benzene technology as an example, as the price of hydrogen benzene increased the price of phenyl, the loss of the losses of the phenylhydramide expanded, and the manufacturer's willingness to start work It has been reduced again, and supports high -level operation at a certain extent. "Xu Jing said.

Chang Keli said that the current seller of the clichoidic anhydride has a high right to speak, and the corporate operation is consistent. As soon as the prices of the main factory are raised, the small factory follows up. On June 15, the price of the main factories in Jiangsu rose 200 ~ 300 yuan, and the core customers of liquidine were reached 9900 ~ 10,000 yuan. Under this guidance, the price of traders from small factories has also risen.

"Based on the support of the three aspects of cost, supply and foreign trade, it is expected that short -term market anhydride markets will rise. However, due to the slow recovery of domestic trade demand, the price of the mainstream of the cashmeter process of the cashmeter process will fall. It will be continuously rising, but slowly rising. "Li Tong analyzed.

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