Intelligent information, in June, go into operation of unit of another epoxy resin of domestic, go into operation of unit of first phase of epoxy resin of liquid of peaceful of cupreous hill constant, domestic epoxy resin is produced can come promotion 3.3 million tons / year.

Solid liquid a price

From the point of the price, epoxy resin price will glide quickly in June, end to at present liquid colophony price glides come to agree with solid colophony price, at present price of market main trend has achieved 12000-12400 yuan / ton, both price difference is 0, usually, difference of price of both of the corresponding period was in 2000 yuan basically last year / ton.

China unsaturated polyester resin (UPR)

Before dragon boat festival, epoxy resin price appears small go up tone, but rise range is not big, value of market of colophony of liquid, solid rises actually 100-200 yuan / ton. The element that drives epoxy resin to rise in price still basically depends on A of raw material double phenol, a of near future double phenol and deficit of unifinication industry trade are apparent, cause production desire of Shang Ting price is stronger.

Accompanying value of market of double phenolic A to rebound, profit of industry of double phenolic A changes somewhat, brief turn round deficit situation, but two downstream epoxy resin rebound with what PC industry accompanies raw material price, industry profit is compressed further, especially liquid epoxy resin, as price of double phenolic A rise, cost aggravate.

China unsaturated polyester resin (UPR)

End to in June the middle ten days of a month, profit of epoxy resin of Hua Dong liquid - 600 yuan / ton, profit of epoxy resin of yellow hill solid - 350 yuan / ton, liquid colophony profit turns by the passable gain at the beginning of the month for considerably deficit.

China unsaturated polyester resin (UPR)
China unsaturated polyester resin (UPR)

Although value of current epoxy resin is little a callback, but actually epoxy resin market level as before not beautiful, to alleviate deficit reachs inventory pressure risk, there had been many manufacturing companies to choose to fall to lose or jockey to be overhauled even inside the month, bring about much to jockey or installation negative charge is not stable, only small negative charge runs a few unit, east state of battalion conspicuous state, a person of extraordinary powers of Fuzhou division Lin, Zhejiang is in jockey condition, rate of trade go into operation falls apparently, rate of go into operation of the trade at the beginning of June is passable maintain in 40% , and when come to glide at present to 34% . Predicting crop annulus glides certainly than also can appearing, conservative predict June epoxy resin crop or can maintain only control in 120 thousand tons.

3 quarters increase put into production of 4 suit buy again

According to understanding at present, the Anhui beautiful beautiful that plans 2 quarters put into production formerly, inside annals of Qiu Xixin, Zhejiang adds up to delay to come August put into production, add abb of cupreous hill be apt to, plan of 3 quarters epoxy resin adds 330 thousand tons newly to produce can.

Anticipate as later period increase production, and current market supplies a circumstance to look, epoxy resin of 3 quarters home suffers unbalance of supply and demand to affect as before, now year first half of the year, crop of domestic epoxy resin relatively promoted apparently than appearing last year, estimation this year first half of the year crop of domestic epoxy resin or will achieve 850 thousand tons.

China unsaturated polyester resin (UPR)

Turn stage by stage as weather hot, colophony is about to enter a tradition off-season, market demand will decrease further, supply increase and demand is abate, contradiction of market supply and demand will be more outstanding, course of study person hope of the town after be opposite is short of break, do not eliminate to the part holds money business to make benefit shipment likely. Taking one with another, current epoxy resin gets raw material the impact is bigger, like near future raw material double phenolic A can be maintained strong go situation, cost face has colophony to be propped up certainly, below cost pressure, market price case or maintain momentum of weak stable state, but anticipate in put into production of buy of 3 quarters new clothes below, will for a long time see epoxy resin price issue explore probability further still bigger.

2024
Newsolar Conference
15-18 December

New York City