Recently, Guangdong Shunde Qi Chemical issued the “Notice of Price Early Warning”, saying that the price increase letter of a number of raw material suppliers had been received in the past few days. Most raw materials increased sharply. It is expected that there will be upward trends later. Although I want to do everything to raise a lot of capital inventory raw materials before the festival, it is regrettable that the inventory raw materials are still limited, and it is said that the company will adjust the price of the product in a timely manner.
Shunde Qiangqiang also said that the order of orders does not rule out, and the inventory material is consumed in advance. It may be that the number of customers will not be supplied to normal at the original unit price later. This statement is very consistent with the recent statement of many coating companies. After all, the two -month inventory of conventional stocking must be exhausted. If the raw material is high under pressure, if you want to produce paint to grab orders, you must start the purchasing wave, and it will also affect the cost of the enterprise accordingly.
The raw materials are still rising, and the sealing is suspended and a single discussion has become a “new trick”
After three years of suffering, chemical companies have finally escaped from the continuous containment of the epidemic. It seems that they want to recover the losses of previous years at one time, so the price of raw materials has been rising in waves, and this trend has intensified after the Spring Festival. What’s more serious is that at present, some resin, emulsion, pigment enterprises have begun to close the offer without quotation, the specific situation needs a single discussion, the price depends on the customer’s brand reputation and purchase volume, and can not provide customers with price comparison.
Emulsion: The price rises by 800 yuan/ton, a single discussion, and does not accept the backlog of long -term orders
Badfu: Since the beginning of the year, the price of raw materials has continued to rise. As of February 2nd, the single -day price of acrylic (East China) has reached 10,600 yuan/ton, and the cumulative increase of 1,000 yuan/ton has continued to rise after the year. According to market predictions, the raw materials are strong, and there is still a wave of room for rising this month. From now on, the product price will be adjusted, and the resolution will no longer accept long -term orders for accumulation of long -term orders.
Baolijia: Various raw materials used in the production of acrylic hydrogen have soared due to supply shortages and prices have led to a significant increase in product costs. After research, it was decided that the price of the product’s promotion of products was raised to different degrees, and the specific price implemented a “single discussion” policy.
Anhui Demon resin: Recently, the prices of raw materials such as acrylic, and styrene and other raw materials have continued to rise, and there are still large uncertain factors in the trend of raw materials. Now adjust the price of lotion on the original basis. /Ton, aquatic product raising 600-800 yuan/ton, and other products are raised by 500-600 yuan/ton.
Wanhua Chemical Surface Materials Division: PA Lotion is raised by 500 yuan/ton; PU Lotion, 50%of the above products increased by 1000-1500 yuan/ton; other solid products raised 500-1000 yuan/ton.
Titanium Dioxide: more than 20 companies rose, ranking orders from April, the preparation of the order is ready to rise again
After the Spring Festival, more than 20 titanium dioxide companies sent a letter to increase. The domestic universal rose of about 1,000 yuan/ton, and the international general rose of about $ 80-150/ton, setting the tone for the price increase in February. Longbai and other main manufacturers have obvious increase in their leadership. Most manufacturers may advance and rise. Most users’ demand and flexible demand have been stimulated.
During the Spring Festival, most titanium dioxide enterprises have been maintained, and the market supply has decreased. Although the manufacturers have resumed construction one after another after the festival, the overall market inventory is low. At the same time, under the gradual recovery of demand at home and abroad, the demand for titanium pink powder market has also increased. Some enterprises’ export orders have increased significantly. Some manufacturers have arranged orders to April. Department of department enterprises temporarily sealed orders. Following by manufacturers, they will continue to register prices. the market will continue to improve.
Resin: universal increase of 500 yuan/ton, no quotation, single negotiation, reduction of load operation
The liquid resin market price is 16,000 yuan/ton, an increase of 500 yuan/ton from the beginning of the year; the price of solid resin market is 15,500 yuan/ton, an increase of 500 yuan/ton from the beginning of the year. At present, a number of resin companies operate at low loads and implement one single discussion.
In terms of liquid epoxy resin: Kunshan South Asia does not quote for the time being, the real order is one by one; Jiangsu Yangnong has a load of 40 %; Jiangsu Ruiheng has a load of 40 %; Nantong Star has a load of 60 %. Talking; Baling petrochemical load is about 80 %, and the offer is not quoted for the time being.
In terms of solid epoxy resin: Huangshan concentric heart Qitai loading is 60 %. The new single is not offering for the time being. It is necessary to discuss the details according to the details; Baling Petrochemical load is 60 %, and the new single -step order does not quote for the time being.
MDI: Wanhua rose for two consecutive days, stop for 30 days
The MDI price of Wanhua Chemical has increased twice in succession since 2023. In January, the listed price of pure MDI in China was 20,500 yuan/ton, which was 500 yuan/ton higher than the price in December 2022. In February, the listed price of aggregate MDI in China was 17,800 yuan/ton, 1,000 yuan/ton higher than the price in January, and the listed price of pure MDI was 22,500 yuan/ton, 2,000 yuan/ton higher than the price in January.
BASF announced a price increase of $300 / ton for basic MDI products in ASEAN and South Asia.
At present, there are many people in the industry for parking maintenance. Wanhua Chemical (Ningbo) Co., LTD., a wholly-owned subsidiary of Wanhua Chemical, will stop production for maintenance of MDI Phase II unit (800,000 tons/year) from February 13. The maintenance is expected to take about 30 days, and the production capacity will account for 26% of the total production capacity of Wanhua Chemical. The overhaul of 400,000 tons/year MDI device of a factory in Southwest China is scheduled to start on February 6th, and it is expected to take one month. Due to the serious damage of electrolytic cathode line in a factory in Germany overseas, force majeure occurred on December 7th for the MDI device, and the recovery time cannot be determined at present.
Isobutyraldehyde: Increase 500 yuan/ton, some devices stop
Isobutyraldehyde rose 500 yuan/ton after the holiday, domestic isobutyral manufacturers stop for maintenance, Shandong 35,000 tons/year isobutyral device planned to stop production in April, the time is about ten months; Shandong 20,000 tons/year isobutyral equipment is stopped for maintenance and is expected to restart in a month.
Neopentyl glycol：2500 yuan/ton increase in the year
Wanhua Chemical quoted 12300-12500 yuan/ton for neopentyl glycol, about 2,200 yuan/ton higher than the price at the beginning of the year, and about 2,500 yuan/ton higher market reference price. Ji ‘nan Ao Chen Chemical new pentadiol distribution price is 12000 yuan/ton, the price rose 1000 yuan/ton.
In addition, it is very common for chemical enterprises to stop for maintenance.
The overall operating rate of PVC was 78.15%, the operating rate of the stone method was 77.16%, the operating rate of the ethylene method was 83.35%, and the Qilu Petrochemical 1 line (350,000 tons) planned for 10 days in mid -February. Guangdong Dongcao (220,000 tons) is planned to be maintained for 5 days in mid -February.
Hebei Haiwei’s 300,000 -ton PP device reappears T30S, and currently has a load of about 70 %.
Qinghai Salt Lake’s annual output of 160,000 tons of PP device parking.
Sino -South Korean petrochemical 200,000 tons of JPP line parking.
The industrial silicon market in the Southwest region is mainly closed, and organic silicon scattered newspapers are mainly operating smoothly.
Ningxia Baofeng (Phase I) 1.5 million tons/year of methanol parking (300,000 tons/year in the first phase) is expected to be 2-3 weeks.
Ningxia Baofeng (Phase III) 2.4 million tons/year methanol new decoration is planned to be tried in February, and it is expected to be put into production in mid -March.
Many propylene companies are in the stage of shutdown and maintenance, affecting the production capacity exceeding 50,000 tons.
Many chemical companies attributed the cause of this wave of price increases to the pressure caused by the upstream goods, but they only did not lift the downstream market. The reason is clear that although the epidemic has entered a new stage of prevention and control, the liberalization of policies in various places is basically not much different from the pre -epidemic, but the market has not fully recovered and recovered. From consumer confidence to the development and construction of downstream projects It takes time and space to transmit it against the trend to chemical raw materials. The price increase can only be used as a reason for upstream pressure and supply tensions.
Post time: Feb-15-2023