One, pay close attention to a dot
1, cling to have not form an influence in order to conflict to main and petroliferous area, overlay market is right of global economy foreground be anxious to still be put, international oil price drops, ICE cloth oily futures 12 agreement 87.93 drop 2.2 dollars / bucket or 2.44%
3, domestic epoxy resin is produced on average can utilization rate is in 5 into the following
4, enthusiasm of the downstream buy that enter town is not tall, solid single cross casts inadequacy
Core logic: The strength of epoxy resin cost that prop up is not strong, few of downstream ask Pan Liao, solid single cross is cast finite
2, tariff is odd
Product | The market | Unit | 2023/10/26 | 2023/10/25 | Go up drop value |
International crude oil | NYMEX crude oil | Dollar / bucket | 83.21 | 85.39 | - 2.18 |
ICE cloth is oily | Dollar / bucket | 87.93 | 90.13 | - 2.2 | |
Chinese INE crude oil | Yuan / bucket | 667.1 | 666 | 1.1 | |
Phenol | Hua Dong market | Yuan / ton | 8275 | 8300 | - 25 |
Acetone | Jiangsu market | Yuan / ton | 7150 | 7225 | - 75 |
Double phenolic A | Hua Dong market | Yuan / ton | 10100 | 10100 | 0 |
PC homebred makings | Market of more than Yao | Yuan / ton | 14000 | 14050 | - 50 |
Annulus oxygen chloric propane | Hua Dong market | Yuan / ton | 8300 | 8300 | 0 |
Clean water of epoxy resin E-51(leaves factory) | Hua Dong market | Yuan / ton | 13800 | 13800 | 0 |
Epoxy resin E-12(is collected now send) | Yellow hill market | Yuan / ton | 13700 | 13700 | 0 |
Remarks: | |||||
1, form involves a product to plant it is RMB price, unit: Yuan / ton. | |||||
2, on watch RMB price all is the price that contain tax. | |||||
3, two period the associate with before the price is a Zhou Zhi of two weekday when spot price, be not Zhou Jun price. | |||||
4, go up drop to compare metabolic extent for annulus. |
3, prices is looked into
The strength of epoxy resin cost that prop up is at present finite, downstream terminal company enters city ask dish exiguous, real only to the limit of one's capacity is insufficient. Short-term will see wave motion of narrow cut of colophony raw material give priority to, demand follow-up is logy below, predict today weak force of continuance of epoxy resin market, need to pay close attention to raw material to take situation and case of downstream demand follow-up further.
