Shanghai Daoqin Plastics Co., Ltd.

今 year 以, acrylonitrile market fall, price from 1.2 10,000 yuan (吨价, lower 同)跌至6300~6700元, lower 10 year new low. and meanwhile, production 厂家则陷入亏 loss 境, product loss 逼近2000元, is year 罕见.

“ demand 迟迟不见启动, new plant/unit also start production in 即, expected short acrylonitrile price still has fall 空间. ”金联创 analysis 师贾晓京 analysis is.

drop negative 荷救市无效

面 for 跌跌不休 market, production enterprise reduce negative or 者停车检修 and other measures, 但效果甚 micro.

from plant/unit 运行状况 看, Jilin Petrochemical 45.2 10,000 tons / year plant/unit plan 轮检;齐鲁 plant/unit environmental protection issues 停车, heavy time 待定;安庆13 10,000 tons / year plant/unit negative drop 至六七 formed, 8 10,000 tons / year plant/unit 维持九 formed negative 荷;抚顺9 10,000 tons / year plant/unit due to catalytic agent issues, production unstable; Shanghai 赛科52 10,000 tons / year plant/unit negative formed left right;科鲁尔13 10,000 tons / year plant/unit 于4 month 1 day is 期1 month 检修;斯尔邦52 10,000 tons / year plant/unit negative formed;山东海 force 13 10,000 tons / year plant/unit negative 荷七八 formed.

“ although production enterprise 检修以 and drop negative 荷 消息不断传出, acrylonitrile market filament milli good 转, from 10,000 yuan upper 跌破7000元, heavy 打击 业者信心. ”贾晓京 analysis 说, in addition, 浙江石化26 10,000 tons / year new plant/unit plan 4 month start production, will pressure made acrylonitrile market strong/high.

国 outer market 也同样不乐观. acrylonitrile market due to supply and lower market 看跌, inner 心态悲观, production enterprise lower plant/unit negative 荷. Asahi Kasei plan in 4 month will its in water 岛 20 10,000 tons / year acrylonitrile plant/unit construction start rate drop 至70%, its company Tongsuh company plan in 4 month will its Korea 24.5 10,000 tons / year plant/unit construction start rate reduce 至70%. another, Thailand PTT AsahiChemical plan 4 month will 20 10,000 tons / year plant/unit negative drop 至70%. overall 看, tube/pipe has less enterprise reduce construction start rate, 但并未 make market 提振.

贾晓京 table/sheet 示, in inner outer lower, expected acrylonitrile price still has fall 空间.

cost difficult strong/high

acrylonitrile raw materials propylene force degree 也不尽如人意.

山东瑞 cationic chemical industry trade has company general manager 王春明 introduction, 总体 看, year inner new increase propylene production capacity 40 10,000 tons, production capacity will increase 至4014 10,000 tons, expected inner propylene market difficult strong/high.

from propylene market 看, 3 month lower rear, 随 华联石化, 京博石化 plant/unit 停车检修, inner supply 面出现 small 幅收紧. add lower 游PO and PP powder material enterprise improves construction start negative 荷, inner demand 渐起, propylene market 交投氛围随之 high 涨. propylene production enterprise 库存无 pressure, 挺价心态渐起, market 交投持续 upper 探. raw materials propylene price upper 行, lower product profit to pressure shrink, PP powder material, ring oxygen 丙烷, positive alcohol and alcohol 均出现 different degree cost 倒挂, market 交投氛围逐步转 low.

for/regarding propylene rear 市, inner table/sheet 示, gas separation plant/unit debugging stage/phase, 天津渤化 plant/unit 4 month upper 旬存恢复预期, large has plant/unit plan heavy 启, Korea Hyosung company plan 于4 month 10~15 day heavy plant/unit. 总体 看, rear propylene market supply amount will increase.

lower 游方面, 受终端 demand low and separation outer mono or rear effect/influence, propylene lower and product consumption slow, raw materials difficult 以消化, procurement property has 限, propylene market supply and demand positive 逐步显现, expected 4 month propylene price has 跌破5500元 风险, difficult to acrylonitrile market belt/tape cost 支撑.

demand 端托举无 force

lower demand soft is formed acrylonitrile market fall main/primary causes. demand amount large shrink decrease, heavy acrylonitrile market. “受国 outer 疫情蔓延 effect/influence, enterprise export mono 流失, add inner market low 迷, lower 游腈纶 enterprise large decrease 产, currently industry construction start negative in formed left right, 若齐鲁石化腈纶 plant/unit 停车, construction start in formed 附近, basic 处于停滞状态. ” in 宇资讯 analysis 师齐红飞 table/sheet 示.

acrylonitrile main/primary lower 游ABS demand 也出现萎 shrink, construction start rate versus small lower slip, ABS出厂 price 继续调 drop. add full 球疫情蔓延 lower, for export mono 担忧, inner low 价报盘持续出现. 商家出货承 pressure, mono more has let 利, ABS market heavy again degree lower slip, separation low material price already 跌至近12 year low 位.

“ rear 市 看, ABS lower factory demand 依旧清淡, add acrylonitrile 厂家库存 high 位, raw materials propylene 走势疲 soft, more add heavy inner 悲观情绪. trade for rear 市信心几无, more let 利出货. expected short 期ABS market lower 行, difficult for acrylonitrile market formed has force 托举. ” 齐红飞 table/sheet 示.