One, guide language:
June month of A of raw material double phenol all valence 8985 yuan / ton, annulus is compared - 7.5% , compared to the same period - 37.5% . Month of annulus oxygen chloric propane all valence 7450 yuan / ton, annulus is compared - 12.05% , compared to the same period - 57.1% . Epoxy resin crop will be reached in June produce can utilization rate synchronism drops. In June month of epoxy resin of Hua Dong liquid all valence 12333 yuan / ton clean water leaves factory, month of epoxy resin of yellow hill solid all valence 12224 yuan / ton collect now send. Predict probability of wave motion of epoxy resin interval is bigger in July.
2, overview of market level of domestic epoxy resin
In June, foundation of sound of market of domestic epoxy resin moves, among them month of solid of liquid of staple market Hua Dong, Hua Na liquid, yellow hill, Shandong solid all valence is 112333 yuan respectively / ton, 12429 yuan / ton, 12224 yuan / ton, 12200 yuan / ton, annulus score does not fluctuate - 10.51% , - 10.31% , 10.43% , - 9.72% .
The first ten days of a month, a of raw material double phenol reachs be issued to lower levels of wide cut of annulus oxygen chloric propane, epoxy resin cost props up strength considerably abate, maintain small Chan Gang to require purchase as before downstream, the market is handed in put in a quantity not beautiful, the business that manage money lets benefit accept the order, market low supply of goods is ceaseless emerge in large numbers, the market drops rapid;
In the first ten days of a month, early days lets benefit bring about colophony market value to drop apparent, industry profit considerably shrink, but the market is handed in cast a circumstance to did not get ameliorative however, below cost and inventory pressure, colophony production business falls to lose or take the chance to jockey more the overhaul, colophony industry is produced can utilization rate falls to 4 into in, the part holds money business to maintain narrow cut to allow benefit shipment, market focus drops situation put delay somewhat;
The middle of a month, before dragon boat festival, a of raw material double phenol is reached by cost face fill downstream goods is propped up, market price case rebounds tall, colophony cost pressure is increased, manufacturer of part of Hua Dong area takes the lead in raising the market to offer explore, suffer buy go up to be not bought drop influence of state of mind, just needed city ask downstream dish increase, the market is handed in cast atmosphere to be improved somewhat.
After dragon boat festival, after as downstream phase filling goods ends, the market is handed in cast turn again weak, but chloric propane of oxygen of raw material annulus is propped up centre of gravity by cost face strong, cost face props up colophony to still be in, market focus narrow cut is pulled go up. Draw near lunar base, raw material goes situation put delay somewhat, but colophony deficit situation does not have improvement, the business that manage money makes benefit space finite, use up inventory to give priority to downstream, the market is handed in cast few weak, rich of cost, demand weichis, market focus enters a horizontal stroke dish arrange cycle, but integral atmosphere slants weak.
3, hind city is forecasted
Predict domestic epoxy resin is low in July concussion moves. Cost respect. Concussion of weak force of chloric propane of oxygen of raw material annulus, double phenolic A or strong move, colophony cost is fluctuant and finite, still have to the market prop up certainly;
Supply a side, changchun chemical industry overhauls device to restart by June, high load capacity stability will move in July, and east battalion conspicuous state plans to will restart on July 2, peaceful of cupreous hill constant will plan put into production in July, other unit of short duration falls without clear overhaul negative plan, but at present partial production business still has inventory pressure, do not repel inside the month have fall negative likelihood, but to rushing under, crop still relatively will promote somewhat in June, whole, domestic colophony will be supplied in July increase;
Demand side, at present epoxy resin is in traditional and off-season cycle, requirement of field of coating, electrical engineering electron decreases, demand side has materiality hard to improve, although wind phone order is stabler, but situation of supply exceeds demand is improved hard. At present manufacturer cost, inventory bear pressure, market focus moves slant weak, but whole makes benefit space finite, predict probability of wave motion of epoxy resin interval is bigger in July, fluctuating around cost still is the market goes situation is thematic.
Origin: Have makings viewpoint