Under the influence of the epidemic, many overseas regions such as Europe and the United States have frequently closed their countries and cities recently, and factory shutdown and Enterprise shutdown are no longer new. At present, there are more than 0.4 billion confirmed cases of covid-19 worldwide and 5.89 million death cases, including Germany, Britain, Italy, Russia, France, Japan, there are more than 10,000 confirmed cases in 24 communities in Thailand and other countries and regions, leading chemical enterprises in many regions will face the situation of shutdown. The multi-point outbreak of the epidemic caught up with the escalating geopolitical conflict. Wu the situation in eastern Crane has changed significantly, which has affected the supply of overseas crude oil and natural gas. Meanwhile, many chemical factories such as kostron, total energy, Dow, innix, Akoma and so on have announced that they have suffered force majeure one after another. The product output will be affected, and even the supply will be cut off for several weeks., this will undoubtedly bring great influence to the current domestic chemical market.
At a time when various force majeure events such as the escalation of geopolitical conflicts and overseas epidemics are frequent, there is another storm in China's chemical market-many imported raw materials begin to rise quietly. According to the data of the Ministry of Industry and Information Technology, among more than 130 kinds of key basic chemical materials, 32 percent of the varieties in our country are still blank, and 52 percent of the varieties still depend on imports. Such as high-end electronic chemicals, high-end functional materials, high-end polyolefms, aromatic hydrocarbons, chemical fibers, etc., and most of the above products and industrial chain segmentation raw materials belong to basic bulk chemical raw materials. The data comes from @ chemical Pingtou since the beginning of the year, the price trend of these products has gradually soared, with a maximum increase of 8200 yuan/ton and a rise of nearly 30%.
Toluene price: at present, the quotation is 6930 yuan/ton, up 1349.6 yuan/ton from the beginning of the year, up 24.18%.
Acrylic Acid price: The current quotation is 16100 yuan/ton, up 2900 yuan/ton from the beginning of the year, up 21.97%.
N-butyl alcohol price: at present, the quotation is 10066.67 yuan/ton, up 1766.67 yuan/ton from the beginning of the year, up 21.29%. DOP price: at present, the quotation is 11850 yuan/ton, up 2075 yuan/ton from the beginning of the year, up 21.23%. Ethylene price: at present, the quotation is 7728.93 yuan/ton, up 1266 yuan/ton from the beginning of the year, up 19.59%. PX price: at present, the quotation is 8,000 yuan/ton, up 1300 yuan/ton from the beginning of the year, up 19.4%. Phthalic anhydride price: at present, the quotation is 8225 yuan/ton, up 1,050 yuan/ton from the beginning of the year, up 14.63%. Phenol A price: at present, the quotation is 18650 yuan/ton, up 1775 yuan/ton from the beginning of the year, up 10.52%. Pure benzene price: at present, the quotation is 7770 yuan/ton, up 540 yuan/ton from the beginning of the year, up 7.47%. Styrene price: at present, the quotation is 8890 yuan/ton, up 490 yuan/ton from the beginning of the year, up 5.83%. Propylene price: at present, the quotation is 7880.67 yuan/ton, up 332.07 yuan/ton from the beginning of the year, up 4.40%. Ethylene glycol price: at present, the quotation is 5091.67 yuan/ton, up 183.34 yuan/ton from the beginning of the year, up 3.74%. Nitrile rubber (NBR) price: at present, the quotation is 24100 yuan/ton, up 400 yuan/ton from the beginning of the year, up 1.69%. Propylene glycol price: at present, the quotation is 16600 yuan/ton, up 200 yuan/ton from the beginning of the year, up 1.22%. Silicone price: at present, the quotation is 34000 yuan/ton, up 8200 yuan/ton from the beginning of the year, up 31.78%. Public data display, the output of new chemical materials in China is about 22.1 million tons, and the domestic self-sufficiency rate has increased to 65%, but the output value only accounts for 5% of the total output value of domestic chemical industry, so it is still the biggest short board of China's chemical industry. Some domestic chemical enterprises said that imported goods are scarce, isn't it the opportunity for domestic goods? However, facts have proved that this statement has some magical meanings. The structural contradiction of "low-end surplus and high-end shortage" in China's chemical industry is very prominent. Most domestic products are still at the low-end level of the industrial value chain. Although some chemical raw materials have been localized, there is a big gap between the product quality and imported products, which fails to realize large-scale industrial production. This situation may be solved by buying overseas high-priced goods in the past, but the current market situation is difficult to meet the import demand of high-end raw materials. The shortage and price increase of chemical products will gradually be transmitted to the downstream, resulting in the shortage of goods in many industries such as household appliances, furniture, transportation, transportation, real estate, etc, it is very unfavorable to the whole industry and people's livelihood industry chain. Insiders said that at present, crude oil, coal, natural gas and other bulk energy sources are facing supply crisis, and multiple factors are complicated, the subsequent price increase and shortage of chemical products may be difficult to reverse in the short term. Source: paint purchasing network* Disclaimer: the content contained is from public channels such as the Internet and WeChat public accounts. We maintain a neutral attitude towards the views in this article. This article is for reference and communication only. The copyright of the reprinted manuscript belongs to the original author and organization. If there is any infringement, please contact Huanyi world customer service to delete it.