One, pay close attention to a dot
1, the propylene inside week, fluid is chloric rebound give priority to, gross profit of ECH different technology is cut and apparent.
2, the price falls to low reach just required town downstream, the firm is small an intent is abate.
3, this week, industry of chloric propane of domestic annulus oxygen is produced can utilization rate is in 45.33% , relatively reduce 1.96 percent last week.
4, this week, market of Chinese liquid epoxy resin is produced can utilization rate 42.78% , market of solid epoxy resin is produced can utilization rate 31.13% , market of integral epoxy resin is produced can utilization rate 36.96% , annulus promotes 2.43 percent than last week.
5, BPA of acceptor acceptor raw material rebounds drive, epoxy resin is put push go up intent, but clinch a deal very few.
Core logic: ECH price falls to low, and different technology gross profit all is in deficit condition, the firm is small an intent is abate, filling money just needed before downstream section, hand in cast atmosphere relatively early days improves somewhat.
2, tariff is odd
Product | Area | On June 25 | On June 16 | Go up drop rate |
Propylene | China north | 6350 | 6130 | + 3.59% |
Glycerine | Hua Dong | 4300 | 4500 | - 4.44% |
Annulus oxygen chloric propane | Hua Dong | 7200 | 7200 | 0.00% |
E-51 epoxy resin (clean water leaves factory) | Hua Dong | 12100 | 12000 | + 0.83% |
E-12 epoxy resin | Hua Dong | 12000 | 12000 | 0.00% |
Remarks: 1, unit: Yuan / ton. 2, two period the price works twice for this associate with before Zhou Zhi of week when spot price, be not Zhou Jun price. 3, go up drop rate lead than change for annulus. |
3, data expresses sheet
Data of ECH trade supply and demand expresses sheet | ||||
Data type | On June 25 | On June 16 | Metabolic ratio | This week anticipates |
Produce can utilization rate | 45.33% | 47.29% | - 1.96% | ↓ |
Manufacturing profit margin | - 420 | 994 | - 142.25% | ↓ |
1, produce can utilization rate is produced to produce company unit output to occupy can scale, the index that reaction produces | ||||
2, manufacturing profit margin spends data for industry dimension, profit of industry of reaction mainstream region is total circumstance, occupy by industry profit all of valence than |
4, prices is looked into
Section hind returns city, the manufacturer offers actively show discretion, individual even plant is sealed dish do not sign up for, cover dish wait for go up be in the majority, after goods filling before downstream section like that, with draining reserve raw material is given priority to, the new odd ask that enter town dish exiguous, the market is handed in cast atmosphere to show refuse to budge. Accordingly
Predict domestic ECH market is big now firm small move situation give priority to, there is no lack of have the possibility that pushs intent, need to pay close attention to the market to hand in further cast trends.