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Inquire NowRead: 146 Time:41months ago Source:Zhuochuang chemical
Yesterday, Jiangsu a ring C factory unplanned parking, market panic gradually heated up, downstream inquiry to fill positions enthusiasm gradually boosted, polyether market again upward, the increase slightly accelerated.
National Day before the market short factor is strong, with the raw material ring C new single downward, the holiday period soft bubble market along with the downward adjustment, near the end of the holiday, downstream low concentrated procurement, market trading gradually back to warm, prices can rebound. With the overall shortage of downstream work, demand sustainability is insufficient, and with the price rose to a high level, the enthusiasm to fill positions gradually fell back, into this week's market high turnover gradually reduced, downstream has entered the stage of raw material digestion. And the week by the main downstream polyether just need to support, raw material ring propylene inventory pressure can be controlled, the center of gravity gradually upward, and the increase gradually narrowed. After the middle of the week, an unplanned shutdown of a Huanc factory in Jiangsu increased market uncertainty, downstream inquiry enthusiasm gradually emerged, market reports were chaotic, some factories arranged to take orders, and some traders closed orders for the time being. Yesterday, the northern market morning had less than 18000 yuan/ton price heard, the afternoon part of the offer rose to 18600 yuan/ton; the southern market morning center of gravity in 18300 yuan/ton, afternoon a small amount of offer rose to 19000 yuan/ton, soft bubble market rally accelerated. Downstream panic heating up, part of the just need still appear, but with the high price, and the early downstream just stocking up, the overall transaction is weaker than the National Day holiday after the market.
, the rising market lasted for a long time. According to analysis, first of all, the last centralized procurement was around the mid-autumn festival in late September, and the centralized stock-up cycle was just needed in the lower reaches in the early part of this month. Secondly, the overlay of the maintenance plans for cyclopropyl and polyether factories in mid-to-late 10 months and the impact of the news that some units in the north of cyclopropyl were unstable, the operators held a bullish attitude towards the future market, and the market continuity was slightly longer than the previous two or three days; moreover, since September, the soft foam raw materials cyclopropyl, cycloethyl and glycerin enterprises have reduced production to varying degrees, and the prices of raw materials have all risen. After the National Day, the raw materials have maintained an upward trend. The pressure on the cost of soft foam is also a very important factor for the price to rise. Finally, with the strong upward trend of polyether and the tight spot supply price of related products TDI, the cost of downstream sponge products has increased, and the prices of some products have gradually increased, and the prices have been transmitted to a certain extent.
, from the perspective of the market outlook, the stock of raw materials at the cyclopropyl end is not under pressure, and some devices are abnormal. Yesterday's rise accelerated slightly. As polyether just needs support, there is still room for upward movement in the market outlook. On the supply and demand side, the downstream of the early stage has been stocked up one after another. Due to the instability of the cyclopropyl device, the enthusiasm for filling positions in the downstream has appeared. However, the overall willingness to fill positions at a high level is cautious. It is expected that the soft bubble market still has a, the seller delivered the order mainly.
Faced with the current complicated market situation, the 2021 9th China Propylene Oxide, Isocyanate and Downstream Industry Seminar and Exchange Conference invited domestic and foreign related structures, industrial chain enterprises, financial investment and other experts and scholars, with the most authoritative and professional perspective, Talk about the future development trend of the industry, and look forward to your arrival.
① For the first time, 1 2 forums were adopted to achieve customer coverage of the entire industry chain and strengthen the integration of upstream and downstream industry chains.
② Comprehensive supply and demand pattern and outlook analysis, multi-perspective industry hot topics discussion
(3) extraordinary communication opportunities, close to grasp the industry business opportunities
(4) industry year-end summary conference, with you to review the 2021, looking forward to the 2022
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14:00-18:00 Meeting Sign in
15:00-17:00 Supply and Demand Exchange
18:30-20:00 buffet dinner
Main forum
08:50-09:00 The organizer made an opening speech
09:00-09:10 Polyurethane Industry White Paper Released
09:10-09:50 Macro/Carbon Neutrality: Macroeconomic Analysis and Dual Carbon Target Interpretation
09:50-10:20 Propylene: Rapid Release of Production Capacity, Propylene Industry Development Road Analysis
10:20-11:00 Propylene oxide: price, profit and "blowout", propylene oxide to meet the peak of capacity expansion
11:00-11:30 Import and Export: Export Year TDI and Polyether's Global Supply Road
12:00-13:30 Buffet Lunch
[Sub-venue I-Propylene Oxide Sub-venue]
14:00-14:40 Polyether Polyol: Variety Structure Optimization Polyether Industry Rapid Development
14:40-15:10 Propylene Glycol/DMC: Propylene Glycol and Dimethyl Carbonate Industry Status and Application Trend Changes
15:10-15:40 Alcohol Ether: Dazhang Dahe, Exploring Propylene Glycol Ether Price Drives
15:40-16:10 Process: Co-production Co-oxidation Propylene Oxide Process Optimization and Technical Improvement
16:10-16:40 Hard Foam: ODS Substitution Research and Application Prospect in Polyurethane Foam Industry
18:00-20:00 Appreciation Dinner
[Sub-venue II-Isocyanate Sub-venue]
14:00-14:40 Isocyanate: Market structural changes quietly drive midstream and downstream concentration
14:40-15:20 Automobile: Analysis of Development Trend of Automobile Industry
15:20-16:00 Exterior Wall Insulation: Polyurethane in Cold Storage/Indoor Snow Field/Industrial Building Exterior Wall Product Application
16:00-16:40 Furniture: New channels drive order reallocation, terminal consumption increment is still gratifying
16:40-17:20 Home Appliances: How to View Refrigerator and Freezer Industry in the New Development Cycle
18:00-20:00 Appreciation Dinner
Customer groups
Propylene oxide, polyether, propylene glycol, dimethyl carbonate, alcohol ether, MDI, TDI and other production enterprises, domestic and foreign traders, soft furniture, underwear/shoe materials, sponge factories, refrigerators, freezers, spraying, adhesives, other downstream, warehousing, logistics and transportation, third parties, etc
Meeting contactLi Keyao
0533-6090872
liky@sci99.com
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