Although this round of suitable anhydride rises,be reach by cost supply short when of the drive that reduce an amount. But, raw material butane goes up force is moderate, already will pass in November half, butane price still did not reach market month anticipate first, amplitude of factory production cost is finite; Additional, local unit is entered answer produce cycle, although restore time to put uncertainty, but supply fears still presenting delay to add a sequel, in light of particular case.

　　 butane goes force is moderate, oriented to arranging anhydride sex is insufficient

　　Data origin:

Plan institute is shown on, 3 years the price goes 2020-2023 Nian Zhengding alkyl in light of situation, whole has rise significantly posture. Although 2023 butane price not refresh the high point 2022, and moving interval falls somewhat move. But, in light of long cycle butane price still is in the perch in the history adjust inside interval. Enter four quarters, home after butane just needed to decrease apparently because of arranging anhydride downstream, the price did not follow go up price of CP of Sha Teding alkyl, and the case that presented not to go up to drop instead, make the oriented sex that cost faces suitable anhydride price very small. Although this round of suitable anhydride appeared to fight below manufacturing cost pressure,drop situation, dan Zhengding alkyl goes tall somewhat after just needing to restore, but be enslaved to be enslaved to is downstream profit space still slants next narrow going up force is moderate, the of short duration before the bottom is insufficient to price drive sex in November, pay close attention to the influence that price of CP of sand spy butane will publish pair of markets in December.

　　 Brunt is downstream demand owes beautiful, industrial catenary linkage is inadequate

　　Express contrast of the price at the beginning of month of catenary of 1 colophony industry

Unit: Yuan / ton %

　　Data origin:

Watch 1 show, breed of colophony industry catenary relatively in light of performance of the price at the beginning of the month, integral amplitude modulation is narrower, rise breed is finite. Enter four quarters, breed of each chemical industry moves logic of regain supply and demand, after terminal demand enters bottleneck period, devoid demand end cooperates to issue price of variety of each raw material to last low interval wanders, and lack continuously rebound driving force. Relatively in light of the price at the beginning of the month, rise breed is occupied than 50% , but go up narrower, arrange anhydride to go up only remarkable; Stable breed is occupied than 30% , the price lacks dominant driving force continuously. It is periphery expression lasts on one hand fatigued and weak, november as condition of middle east insecurity, petroliferous country the interest good factor such as reduction of output is good to the benefit of oil price drive alleviates stage by stage, global economy data owes beautiful to oil price dozen pressure show, near future crude oil is in concussion to drop continuously situation, to WTI will close to 75.89 dollars on November 17 / bucket, regain is close the low since 4 months, the instability that oil price runs increases sentiment of discretion of the personage inside field, terminal enters town relatively hesitant; Additional, of short duration of start working of near future of main and downstream colophony does not have apparent float, but relatively 3 quarters start working drops somewhat, price of raw material of near future of colophony raw material is in continuously low an interval, manufacturing cost is finite to colophony production influence below, purchase enthusiasm to raw material not tall, although styrene of main raw material is in,device overhauls the price below message drive to rebound somewhat, attract partial terminal town is entered when the user is short, but still need to pay close attention to terminal order for goods durative.

Be about to return to normal as local unit, and the drive that of short duration of cost, demand gives suitable anhydride is finite, because this arranges anhydride add to go up,motivation fears be not worth, attention device produces progress actually, suitable anhydride has at any time stop go up likelihood, and do not eliminate to have at high price shake a likelihood. But near future suitable anhydride takes weak risk finite.

　　 Suitable anhydride price still is in 5 years of interval low

　　Data origin:

By on plan institute is shown can see, what arrange anhydride price to still be in 5 years to run interval currently is low. Add newly as suitable anhydride supply increase in succession, for just closing in succession to the dominant cycle of the price narrow, buyer speech authority rises. Will drop because of be being fought after line of cost of regain of suitable anhydride factory November the gender is shown, the supply that is provisionality additionally decreases capacity drive, this kind of element alleviates as plant cost pressure, reach supply enter the to arranging anhydride drive sex after restoring cycle to be reduced quickly, overlay crude oil is in level sex low, but by low rebound to fall possibly, price of suitable anhydride of main area manifestation moves overlay suitable anhydride will tend gentle, await dominant sex new element to show.

　　 Four quarters of short duration is not had new supply release

　　Express 2 suitable anhydride to wait for put into production to produce can

Unit: 10 thousand tons / year

Data origin:

The personage inside four quarters field waits to arrange anhydride newly to produce can put into production makes progress, but the watch shows circumstance of progress of new clothes buy 2 times to look, four quarters already passed half, what the watch shows device of short duration to have no moving message to announce on, although part in December the last ten-day of a month or the end of the year has try operation plan, but supply pattern to having the effect is very small, because of the crop that can release 2023 inferior, accordingly inside year have very hard add supply newly to release concussion market, of short duration lacks new player to fall into city setting, existing offer square follow-up or still have dominant sex to the price. Additional, suitable anhydride factory has the traditional probability that overhauls first quarter, pay close attention to what factory of the end of the year may release to jockey plan, right December or the market before the Spring Festival will be affected somewhat 2024.

Will integratedly look, cost and supply decrease a quantity to will be reduced quickly to arranging the drive of anhydride temporarily, suitable anhydride will continue sluggish goes up or fall after a rise is likely. But, in space of rehabilitate of profit of suitable anhydride factory finite, reach short when fall without the pressure that maintain a warehouse will reduce suitable anhydride to take weak space, short-term inside suitable anhydride can adjust a space narrow. After that in light of add element, need to pay close attention to demand, reach supply specific restore progress, reach the cost side effect that trend of price of sand spy CP will bring in December.