1. holiday price is fluctuant
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51 section hind return, value of market of not saturated colophony is fluctuant and finite, market price case maintains Hua Dong be in 9800 yuan / ton around, annulus comparing keeps balance, drop compared to the same period 14.03% . Supply a face to look, upriver factory is produced can utilization rate whole relatively the change before the section is not big, delicate dimension is certain after red-letter day of market of not saturated colophony, 51 during, market of not saturated colophony manages home basically cease city state, trade the quantity is exiguous, price of short duration does not have apparent wave motion; First weekday after the section, home is not saturated colophony factory is newest tone value is much relatively before the section smooth, of short duration does not have tone price; In light of the spot market after the section, 51 during international crude falls greatly continuously, downstream demand is behaved after together with section from beginning to end not beautiful, course of study person state of mind is wait-and-see low fan, along with offer to exchange views neatly all right, of short duration of Hua Dong market is low weak firm, hua Na market is weak firm move, small single cross is cast be in the majority.
2. is not saturated supply and demand of colophony holiday market is fluctuant
Express 1 home unit of company of not saturated colophony is dynamic
Unit: 10 thousand tons / year
Company name
Produce can (10 thousand tons / year)
The overhaul is dynamic
New this world
48
2-3 of Changzhou unit go into operation becomes the left and right sides; Tianjin installs park to will restart May 2, at present device full load moves; Zhangzhou inferior 4-5 of state unit go into operation becomes the left and right sides
Jiang Yin builds constant
6
Device will drive May 4, full load moves
Morning treasure (Yun Fu + Fosan)
42
Device will drive May 4, current go into operation 3 into the left and right sides
Guangdong blessing cropland
14
Start working 5 into the left and right sides
Heibei double strong
20
Current full negative charge runs unit
Changzhou day is new
10
Device will drive May 4, unit go into operation 5 into
Shandong Kaiweier
40
Device will drive May 4, start working 4 into the left and right sides
Jiangsu gold grand
10
Will jockey June 24, have not drive
Flourishing forest
26
Of short duration of Hubei device, heart state unit did not restart
Changzhou day horse
18
Device will drive May 4, start working 3-4 becomes the left and right sides
Jinan oasis
1.5
Full load moves
Yin Xinfei source
12
Start working full load
Day and colophony (Nantong + Zhejiang)
20
Nantong day and at present start working 8 into the left and right sides, zhejiang day and at present start working 5 into the left and right sides
Aid source is thalassic
10
3-4 of unit go into operation becomes the left and right sides
Shandong intermediate appropriate
8
Start working 4 into the left and right sides
Hui Zhouxin double benefit
16
Device will drive May 3, current go into operation 4 into the left and right sides
Origin:
This week of —— of not saturated colophony (industry of not saturated colophony produces 20230428-0504) country can utilization rate 15% , relatively drop last week 10% , crop is 18 thousand tons about. This week, domestic share is not saturated colophony unit go into operation drops apparent, 51 during much overhaul of enterprise of not saturated colophony jockeys the operation is in the majority, start working all relatively drop last week.
3. is not saturated colophony holiday gross profit is fluctuant
Origin:
Spot market of not saturated colophony is weak after the section dimension is certain, raw material returns to present concussion be issued to lower levels to go more after the section situation, not saturated colophony produces cost to rise somewhat, industry gross profit relatively rise somewhat before the section, with some homebred brand Hua Dong the market is exemple, on May 4 the price 9800 yuan / ton, gross profit 1384.35 yuan / ton.
The city after 4. is forecasted reach an analysis
Supply an area: The start working inside the field after the section promotes steadily, day the device such as treasure of new, morning in succession start working, device restarts in succession more, whole will see not saturated colophony next week supply a face to maintain steadily increment.
Demand side: After 51 holiday end, terminal has stock up demand hard, still keep firm need to purchase continue to digest inventory to give priority to. Those who accompany raw material to carry the price is ceaseless reduce, buy go up to be not bought drop below the influence, much more wait-and-see raw material walks along power use to be given priority to all right, order for goods of the terminal below off-season prices has apparent to the limit of one's capacity hard.
Cost face:
Styrene respect: Crude oil is short-term continue to lose the space is limited, have after holiday of holiday period occasional rebound likelihood, aromatic hydrocarbon of short duration does not have international to turn apparently weak evidence, domestic pure benzene dogs styrene price is fluctuant, just range is narrow, if ethylene is short-term,continue to lose no longer, criterion the cost end strength that prop up will have increase. In light of end of supply and demand, domestic styrene factory is maintained yield stable, but downstream EPS jockeys during holiday more, demand will have reduce an amount apparently, dock comes back after the section tired library probability is bigger, shipment of merchandise on hand still is put in constant pressure. It is supply and demand goes to anticipate infirmly only, had digested somewhat. Accordingly, the market comes back to have the possibility that after dropping first, goes up after predicting section, price of predicting Jiangsu spot market is in 8200-8400 yuan / ton.
Arrange anhydride respect: Market of suitable May anhydride will still spread out around logic of supply and demand, although Euramerican economy worries about a mood to increase the uncertainty that oil price runs, the open quotation after suitable anhydride section owes beautiful, at present suitable anhydride price already came since 2023 low an interval, and already kept balance the low since Feburary, although arrange anhydride to still have add,drop risk, but the information that releases the middle ten days of a month to overhaul a plan in succession as plant of suitable anhydride portion, the middle ten days of a month begins butane law to move produce can will have drop apparently, and downstream UPR is in brunt overshoot after the not stable cycle of producer goods, have to raw material meet the small sign that enter town, at the appointed time resinous start working also will go up somewhat carry, difference of supply and demand of suitable anhydride of around of the middle ten days of a month will have shrink narrow, also benefit is operated at supporting the price.
Benzene anhydride respect: Will look at present, companion drops urgently as benzene anhydride market below, domestic benzene anhydride exports the window to be opened once more, inventory of industry of anhydride of benzene of northward naphthalene law exceeds sell, and fall in pressure of deficit of trade of anhydride of adjacent law benzene, or it is certain to will give the market to bring prop up. Predict whole of market of anhydride of benzene of short line home walks along situation hasten firm, anhydride of benzene of northward naphthalene law spot market or reserve improving possibility.
Predict, the home after the section is not saturated be issued to lower levels of concussion of colophony market weak potential. Cost face is propped up in light of whole as before general, if cost face continues to drop, big probability of market of not saturated colophony follows drop give priority to. Enter tradition of not saturated colophony stage by stage nowadays now demand is off-season, like that terminal just needed order to have to the limit of one's capacity hard, predict to drop an enlarge. Reason grand is numerous predict market price case sees Hua Dong next week in 9600-9700 yuan / ton. 1. holiday price is fluctuant
Origin:
51 section hind return, value of market of not saturated colophony is fluctuant and finite, market price case maintains Hua Dong be in 9800 yuan / ton around, annulus comparing keeps balance, drop compared to the same period 14.03% . Supply a face to look, upriver factory is produced can utilization rate whole relatively the change before the section is not big, delicate dimension is certain after red-letter day of market of not saturated colophony, 51 during, market of not saturated colophony manages home basically cease city state, trade the quantity is exiguous, price of short duration does not have apparent wave motion; First weekday after the section, home is not saturated colophony factory is newest tone value is much relatively before the section smooth, of short duration does not have tone price; In light of the spot market after the section, 51 during international crude falls greatly continuously, downstream demand is behaved after together with section from beginning to end not beautiful, course of study person state of mind is wait-and-see low fan, along with offer to exchange views neatly all right, of short duration of Hua Dong market is low weak firm, hua Na market is weak firm move, small single cross is cast be in the majority.
2. is not saturated supply and demand of colophony holiday market is fluctuant
Express 1 home unit of company of not saturated colophony is dynamic
Unit: 10 thousand tons / year
Company name
Produce can (10 thousand tons / year)
The overhaul is dynamic
New this world
48
2-3 of Changzhou unit go into operation becomes the left and right sides; Tianjin installs park to will restart May 2, at present device full load moves; Zhangzhou inferior 4-5 of state unit go into operation becomes the left and right sides
Jiang Yin builds constant
6
Device will drive May 4, full load moves
Morning treasure (Yun Fu + Fosan)
42
Device will drive May 4, current go into operation 3 into the left and right sides
Guangdong blessing cropland
14
Start working 5 into the left and right sides
Heibei double strong
20
Current full negative charge runs unit
Changzhou day is new
10
Device will drive May 4, unit go into operation 5 into
Shandong Kaiweier
40
Device will drive May 4, start working 4 into the left and right sides
Jiangsu gold grand
10
Will jockey June 24, have not drive
Flourishing forest
26
Of short duration of Hubei device, heart state unit did not restart
Changzhou day horse
18
Device will drive May 4, start working 3-4 becomes the left and right sides
Jinan oasis
1.5
Full load moves
Yin Xinfei source
12
Start working full load
Day and colophony (Nantong + Zhejiang)
20
Nantong day and at present start working 8 into the left and right sides, zhejiang day and at present start working 5 into the left and right sides
Aid source is thalassic
10
3-4 of unit go into operation becomes the left and right sides
Shandong intermediate appropriate
8
Start working 4 into the left and right sides
Hui Zhouxin double benefit
16
Device will drive May 3, current go into operation 4 into the left and right sides
Origin:
This week of —— of not saturated colophony (industry of not saturated colophony produces 20230428-0504) country can utilization rate 15% , relatively drop last week 10% , crop is 18 thousand tons about. This week, domestic share is not saturated colophony unit go into operation drops apparent, 51 during much overhaul of enterprise of not saturated colophony jockeys the operation is in the majority, start working all relatively drop last week.
3. is not saturated colophony holiday gross profit is fluctuant
Origin:
Spot market of not saturated colophony is weak after the section dimension is certain, raw material returns to present concussion be issued to lower levels to go more after the section situation, not saturated colophony produces cost to rise somewhat, industry gross profit relatively rise somewhat before the section, with some homebred brand Hua Dong the market is exemple, on May 4 the price 9800 yuan / ton, gross profit 1384.35 yuan / ton.
The city after 4. is forecasted reach an analysis
Supply an area: The start working inside the field after the section promotes steadily, day the device such as treasure of new, morning in succession start working, device restarts in succession more, whole will see not saturated colophony next week supply a face to maintain steadily increment.
Demand side: After 51 holiday end, terminal has stock up demand hard, still keep firm need to purchase continue to digest inventory to give priority to. Those who accompany raw material to carry the price is ceaseless reduce, buy go up to be not bought drop below the influence, much more wait-and-see raw material walks along power use to be given priority to all right, order for goods of the terminal below off-season prices has apparent to the limit of one's capacity hard.
Cost face:
Styrene respect: Crude oil is short-term continue to lose the space is limited, have after holiday of holiday period occasional rebound likelihood, aromatic hydrocarbon of short duration does not have international to turn apparently weak evidence, domestic pure benzene dogs styrene price is fluctuant, just range is narrow, if ethylene is short-term,continue to lose no longer, criterion the cost end strength that prop up will have increase. In light of end of supply and demand, domestic styrene factory is maintained yield stable, but downstream EPS jockeys during holiday more, demand will have reduce an amount apparently, dock comes back after the section tired library probability is bigger, shipment of merchandise on hand still is put in constant pressure. It is supply and demand goes to anticipate infirmly only, had digested somewhat. Accordingly, the market comes back to have the possibility that after dropping first, goes up after predicting section, price of predicting Jiangsu spot market is in 8200-8400 yuan / ton.
Arrange anhydride respect: Market of suitable May anhydride will still spread out around logic of supply and demand, although Euramerican economy worries about a mood to increase the uncertainty that oil price runs, the open quotation after suitable anhydride section owes beautiful, at present suitable anhydride price already came since 2023 low an interval, and already kept balance the low since Feburary, although arrange anhydride to still have add,drop risk, but the information that releases the middle ten days of a month to overhaul a plan in succession as plant of suitable anhydride portion, the middle ten days of a month begins butane law to move produce can will have drop apparently, and downstream UPR is in brunt overshoot after the not stable cycle of producer goods, have to raw material meet the small sign that enter town, at the appointed time resinous start working also will go up somewhat carry, difference of supply and demand of suitable anhydride of around of the middle ten days of a month will have shrink narrow, also benefit is operated at supporting the price.
Benzene anhydride respect: Will look at present, companion drops urgently as benzene anhydride market below, domestic benzene anhydride exports the window to be opened once more, inventory of industry of anhydride of benzene of northward naphthalene law exceeds sell, and fall in pressure of deficit of trade of anhydride of adjacent law benzene, or it is certain to will give the market to bring prop up. Predict whole of market of anhydride of benzene of short line home walks along situation hasten firm, anhydride of benzene of northward naphthalene law spot market or reserve improving possibility.
Predict, the home after the section is not saturated be issued to lower levels of concussion of colophony market weak potential. Cost face is propped up in light of whole as before general, if cost face continues to drop, big probability of market of not saturated colophony follows drop give priority to. Enter tradition of not saturated colophony stage by stage nowadays now demand is off-season, like that terminal just needed order to have to the limit of one's capacity hard, predict to drop an enlarge. Reason grand is numerous predict market price case sees Hua Dong next week in 9600-9700 yuan / ton.