One, pay close attention to a dot
1, continue to value Asian demand perspective especially dene, and occurrence improvement of partial economy data, international oil price rises. ICE cloth oily futures 12 agreement 84.58 go up 0.51 dollars / bucket or 0.61%
2, concussion of weak force of BPA of raw material of epoxy resin upper reaches and ECH
3, domestic epoxy resin is produced on average can utilization rate is maintained in 5 into the left and right sides
4, downstream terminal company enters city ask dish finite, solid single cross is cast lack of power
Core logic: Section hind returns, the market is wait-and-see atmosphere is grumous, await prices more Anacreontic change
2, tariff is odd
Product | The market | Unit | 2023/9/28 | 2023/9/22 | Go up drop value |
International crude oil | NYMEX crude oil | Dollar / bucket | 90.79 | 90.03 | 0.76 |
ICE cloth is oily | Dollar / bucket | 95.31 | 93.27 | 2.04 | |
Chinese INE crude oil | Yuan / bucket | Cease city | 696.5 | - - | |
Phenol | Hua Dong market | Yuan / ton | 9350 | 9175 | 175 |
Acetone | Jiangsu market | Yuan / ton | 7575 | 7175 | 400 |
Double phenolic A | Hua Dong market | Yuan / ton | 11500 | 11875 | - 375 |
PC homebred makings | Market of more than Yao | Yuan / ton | 14500 | 14650 | - 150 |
Annulus oxygen chloric propane | Hua Dong market | Yuan / ton | 8500 | 8500 | 0 |
Clean water of epoxy resin E-51(leaves factory) | Hua Dong market | Yuan / ton | 15000 | 15200 | - 200 |
Epoxy resin E-12(is collected now send) | Yellow hill market | Yuan / ton | 14800 | 15100 | - 300 |
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, data expresses sheet
Data type | 2023/9/28 | 2023/9/22 | Metabolic ratio | This week anticipates |
Produce can utilization rate | 49.97% | 49.56% | 0.41% | → |
Gross profit of colophony of Hua Dong liquid is led | 1.39% | 1.00% | 0.39% | ↘ |
Gross profit of colophony of yellow hill solid is led | 0.93% | 0.27% | 0.66% | ↘ |
Remarks: | ||||
1, produce can utilization rate is produced to produce company unit output to occupy can scale, the index that reaction produces. | ||||
2, profit of industry of region of mainstream of reaction of interest rate of wool of colophony of Hua Dong liquid is total circumstance, occupy by industry profit all of valence than. | ||||
3, profit of industry of region of mainstream of reaction of interest rate of wool of colophony of yellow hill solid is total circumstance, occupy by industry profit all of valence than. |
4, prices is looked into
Inside National Day holiday, partial epoxy resin produces enterprise weak point to suspend a car overhauling, section hind returns, accompany colophony device to restore to restart, the market is supplied still abundant, downstream demand follow-up is finite, course of study person wait-and-see mood is grumous. Weak potential of market of predicting epoxy resin adjusts this week give priority to, continue wait-and-see raw material carries situation and downstream demand state.
