According to the monitoring data of business agency, the average ex factory price of domestic EVA was 17966.67 yuan / ton on August 10 and 22400.00 yuan / ton on September 10, with an increase of 24.68% in the past month and 13.90% compared with June 1. At present, the market supply of EVA market is limited, and the shortage of goods supports the continuous rise of prices.
As of September 10, the ex factory quotation of EVA is as follows:
product manufactor model Ex factory price
EVA yanshan petrochemical 18J3 22000 yuan / ton
EVA Beijing Organic Y2022 23000 yuan / ton
EVA Beijing Organic Y2045 22400 yuan / ton
EVA BASF Yangzi V5110J 22200 yuan / ton
In the past month, the EVA market trend is strong, and the price has continuously increased sharply, reaching new highs. With the launch of EVA’s new production capacity, the supply price of bidding goods continues to rise, which is good for the market mentality. However, the market supply is insufficient. Due to the recovery of photovoltaic material demand, production enterprises actively adjust the product structure and mainly produce photovoltaic in multiple rows, resulting in tight supply of other sources of goods. Upstream petrochemicals have significantly increased the ex factory price, and the cargo holders are reluctant to sell. At present, the overall market demand is good, the price of raw ethylene has also increased sharply, and the cost of EVA continues to strengthen. Under multiple favorable factors, EVA price remains high. However, the pressure of high cost procurement has increased, and the mentality is more cautious. Most of them just need to follow up. At present, the price of soft materials is 25500-26500 yuan / ton, and the price of hard materials is 23500-24500 yuan / ton.
In the upstream ethylene market, the external ethylene market has shown an overall upward trend recently. The ethylene market price in Asia continued to rise. As of the 9th, CFR Northeast Asia closed at USD 1061-1071 / ton and CFR Southeast Asia closed at USD 1041-1051 / ton. European ethylene market prices fluctuated higher. As of the 9th, FD northwest Europe closed at US $1212-1222 / T and CIF northwest Europe closed at US $1140-1148 / T. The price of ethylene in the United States fell sharply. As of the 9th, the price was US $773-790 / ton. Recently, the external ethylene market generally showed an upward trend except the United States, with different local demand, and the recent fluctuation of ethylene in Europe is not large. Ethylene continued to rise in Asia.
At present, there are obvious positive factors in the EVA market, supporting the high price of EVA. With the arrival of the “golden nine silver ten”, the EVA terminal industry has ushered in the traditional peak demand season. It is expected that the EVA market is unlikely to decline in the later stage, or continue to be strong and upward.
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