According to the data monitored by the business agency, the domestic carbon black quotation was 9975 yuan / ton on June 30.

On the cost side, the auction price of raw coal tar is generally rising, which further puts pressure on the cost of carbon black manufacturers. At present, the coke enterprises are operating stably, and the supply of coal tar in the market has not changed significantly, but the performance of downstream products continues to be poor.

On the demand side, the downstream tires in the domestic carbon black market operate at low load, the finished products of tire enterprises in the main market are shipped slowly, and the downstream performance of the tire market continues to be depressed. Under the condition that the domestic demand for tires continues to be weak and the export orders drive is limited, the inventory of tire enterprises is high. In the case of high tire inventory and poor expectation of future market demand, some tire manufacturers continue to control production and reduce inventory, and the demand for carbon black in the tire market is still low.

On the whole, at present, the cost of carbon black in China is falling, the demand for carbon black market is depressed due to bad factors, and the inventory is increased. The carbon black price shows a downward trend.

According to the price monitoring of the business club, the domestic spandex market maintained a downward trend in June. As of June 29, the average market price of 40d specification was 42200 yuan / ton, down 10.97% from the beginning of the month and 43.73% year-on-year. The spandex industry started 70.8% of the construction, and the spot supply is still sufficient. Most manufacturers let profits go to the warehouse.

Current mainstream price statistics of spandex market (unit: yuan / ton)

20D., 30D., 40D

Zhejiang, 48000-58000., 43000-47000., 39000-44000

Shandong, 48000-58000., 43000-47000., 39000-44000

Fujian, 48000-58000., 43000-47000., 39000-44000

Jiangsu, 48000-58000., 43000-47000., 39000-44000

In June, the domestic pure MDI market hit the bottom and rebounded, the manufacturer’s prices rose, and the traders were reluctant to sell and bullish. As of the end of the month, the market reference was 22500-23000 yuan / ton of telegraphic transfer barreled self withdrawal. It is difficult for PTMEG to keep its price, the downstream procurement is negative, and the BDO decline in cost is clear. Although there is factory maintenance, the overall supply is sufficient, and the market lacks positive support. As of the end of the month, the market negotiation evaluation of PTMEG (1800 molecular weight) was 35000-37000 yuan / ton.

Downstream end textile enterprises are cautious about the market and mainly purchase on demand. With the rise of temperature, the textile market has slowly entered the off-season, mainly in small batches, proofing and price seeking, and the issuance of new orders is limited. A small number of foreign trade orders in autumn and winter just need to be released, and the market order receiving atmosphere is also poor. At present, 30-40% of the construction in the circular knitting industry and around 60% of the construction in the warp knitting industry are expected to decline further.

Business analysts believe that the inventory of spandex manufacturers is high, and the start-up of devices may decline, and the production capacity will weaken. The supporting role of the cost side can be maintained. However, with the deepening of the off-season, the difficulty of issuing new orders will continue to increase, and the light demand will still drag down the spandex market.

Trade name: acetic acid

Latest price (June 28): 4175 yuan / ton

Key points of analysis: today, the quotation of acetic acid enterprises is temporarily stable, the average market price in East China is flat compared with the previous working day, the enthusiasm of downstream purchasing is weakened, the market inquiry is stable, a few just need to follow up, the on-site trading and trading atmosphere is OK, the offer of goods holders is temporarily stable, and the operator’s mentality is wait-and-see.

Aftermarket forecast: the short-term acetic acid market is waiting to be sorted out and operated, and the price fluctuation is not large. Pay attention to the market transaction.

1、 Price summary on June 24:

Shijiazhuang Refining & Chemical Co., Ltd. offered 8400 yuan / ton, Qilu Petrochemical Co., Ltd. offered 8400 yuan / ton,

Yangba offers 8650 yuan / ton,

Guangzhou Petrochemical offers 8650 yuan / ton, Maoming Petrochemical offers 8600 yuan / ton,

Changling Refining & Chemical Co., Ltd. offers 8750 yuan / ton,

2、 Fluctuation trend:

 
3、 Analysis and comments:

In terms of crude oil, the market has returned to fundamentals, and the supply price of crude oil is under tight support. However, affected by the expectation of interest rate hikes by many central banks across the country, the market is worried about the economic recession, and the oil price is still fluctuating in the range.

Crude oil rebounded last Friday, while toluene in Asia fell slightly. Near the end of the month, the downstream air filling operation supported the toluene price.

According to the data of business agency, the chloroform market fell slightly this week (6.17-6.24). As of June 24, the price of chloroform bulk water in Shandong was 3112 yuan / ton, down 6.04% from 3312 yuan / ton last Friday.

Although Jinling and other individual enterprises’ methane chloride plants are operated with reduced load, the domestic methane chloride plants are still operating at a high level, and the supply is still under great pressure. The downstream market demand is stable and weak.

This week (6.17-6.24), the spot price of methanol decreased slightly, and the cost side weakened. According to the business agency, as of June 24, the spot price of methanol was 2655 yuan / ton, down 2.12% from 2712 yuan / ton on June 17.

The downstream refrigerant market of chloroform is running at a high level. With the arrival of high temperature weather, the demand for chloroform is slightly warmer, which has a certain support for chloroform.

Analysts of the methane chloride data of the business agency believe that Jinling unit is operating under reduced load, but the domestic supply side pressure is still on; With the arrival of high temperature weather, the refrigerant demand is supported to a certain extent. It is expected that chloroform will be basically stable in the later period.