chem366—
a wave of price increases has passed, and you can see that the prices of many products have fallen recently.bdo from the peak31000yuan/the price of about tons has dropped to the present28000yuan/t or so. bdothe price callback, from the perspective of the supply side, some manufacturers restarted the device, the supply volume increase. moreover, the bidding price of yanchang petroleum has been falling, the transaction situation is average, and there are many negative factors on the supply side. most manufacturers are in the attitude of shipping. from the demand side, some major nstream manufacturers have started to overhaul, and the demand has decreased. in the case of increasing supply and decreasing demand, the market has a strong bearish atmosphere, manufacturers have no strong intention to trade, the nstream is negative in covering positions, and the trading volume is light.
figure1 2020-2021eastern chinabdoaverage price trend
but in raw materialsbdo, its nstreamptmegthe price is still high, the market is still running strong. especially in the field of spandex1800molecular weightptmegthe price remains high, and the mainstream negotiating price remains at 38000-42000 yuan/ ton. 1000molecular weight mainstream negotiation price reference40000-44000yuan/t. 2000molecular weight mainstream barrel delivery price reference39000-42000yuan/t.
figure 2 2020-2021nianhua east1800molecular weightptmegaverage price trend
for this, tiantian chemical network has this analysis. ptmegnstream spandex maintains a high level of operation and enters the market to cover positions on demand. supportptmegfactory high offer .
in terms of export,2021with the improvement of the epidemic situation since the beginning of the year, the economic situation at home and abroad has improved. with cost support and domestic and foreign demand improving, spandex1-2the export situation in the month is very good. according to customs data,20212021year1-2 the cumulative export volume of spandex in china in the month was1.5210,000 tons, compared with2020year,1-2the export of spandex increased year-on-year in the month34.27%. therefore, the demand for ptmeg has a boosting effect.
on the supply side,recentptmegupstreambdothe market is bearish and the market continues to pull back, ptmegstill resisting its high price, follow up on demand, the wholeptmeg is relatively small, which is beneficial for suppliers to raise prices.
on the demand side, enteraprilin the month of april, the demand for nstream textiles weakened, mainly to consume inventory. with the epidemic under control, foreign trade orders increased . in addition to being used in traditional textiles and clothing, spandex is also one of the raw materials for medical products such as masks, medical bandages, and gauze, and the demand continues to be high.
but in the long run, withptmegthe production capacity increased,ptmegthe price will fall back. if it remains high for a long time and the nstream cannot support it, it will affect the entire industrial chain. only when the entire industrial chain forms a sustainable development and every link can operate normally, can this market develop in a long-term and sound way.
