Will come on August 28 on September 7, spot market of A of domestic double phenol is strong go up raise, hua Dong mainstream exchanges views from 10800 yuan / ton rise reach 11675 yuan / ton around, rise 875 yuan / ton, go up 8.10% , double phenolic A achieves the price inside year new tall, also achieve from November 2022 all previous Shixin is tall since the last ten-day of a month! According to the analysis, this round of double phenolic A rises in price is face of supply and demand is tightened slightly and the resonance effect be caused by that raw material walks along tall to cause considerably. Show according to monitoring data, near future raw material carries —— international crude oil strong rise (WTI crude oil 9 Lian Yang, cloth are oily 7 Lian Yang) , cause Pan Lianmei of inside and outside of pure benzene of fundamental raw material to go up, domestic petrifaction business offers to go up one after another tone, cost of downstream phenol, acetone bear pressure apparent, yi Shui of market price case goes up height, nearly two weeks since, pure benzene, phenol goes up more than 9% , acetone rises also nearly 5% . Wave motion of value of downstream industry chain sees next tables on near future BPA:

28-9 month will fall on 7 days of double phenolic A in August swim industrial catenary tariff

China unsaturated polyester resin (UPR)

But conduct angle to look from industrial catenary, compare the cost that the product carries on double phenolic A to be conducted quickly, product of lower end of double phenolic A goes situation is relatively logy. Near future epoxy resin suffers terminal demand to restrict, quote follows go up, solid single cross casts narrow cut to go tall; PC early days goes up bigger (PC of the last ten-day of a month in August is cut into parts at the beginning of the dumping instead come on stage, 10 thousand China chemical PC device enters established overhaul and individual unit provisionality to jockey joint action) , the first ten days of a month will be accompanied in September gain profit dish of finish and chase after tall discretion downstream, the market goes situation put delay.

The first ten days of a month in September, merchandise on hand of double phenolic A is supplied still not bounteous, together with the National Day will shift to an earlier date in September stock up demand, discretion of state of mind of short line market slants hopeful. But A of near future double phenol and on upright raw material rises slant fast, follow-up of lower end much passivity, especially epoxy resin end, supply and demand and cost pressure are highlighted, course of study person catenary of close attention value is conducted reach situation of start working change, and go up the continuity that carries raw material market.

2024
Newsolar Conference
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