Shanghai Daoqin Plastics Co., Ltd.

         as is increase agent industry chain product, 苯酐, DOP涨势持续, 且涨幅 can 观. other product alcohol, alcohol, DBP, DOTP although is 存涨势, 但涨势节奏偏 slow. overall 而言, increase agent industry chain full elastic 状态, is same issues, high 价基础 more is rigid 需交投.

        如 upper 图 示, is propylene and alcohol price 走势图, although alcohol upper 行走势, 但涨势趋缓, more is 处于消 remove low 价状态. propylene 近期稳 in lower 行, in 一定程 degree upper understanding alcohol industry loss pressure, especially alcohol industry, currently basic in cost 线附近. add alcohol industry 存检修情况, currently low already decrease/reduce, basic in 7500元/吨 water 平. alcohol 近期走势稳健, 各厂家报盘 basic in 6800元/吨自提. although for DOP, DBP存 cost 传导, 但此次利 good function small 于苯酐.

        如 upper 图 示, is industry price 走势图, price 呈现飙涨, still has 涨势预期. 苯酐涨势 main/primary force in raw materials 邻苯缺货. in stock supply 紧缺, 一方面 is Imported 货源寥寥, 另一方面国 inner plant/unit factors, effect/influence output/production volume, currently in 石化邻苯 price upper 调至6500元/吨自提, versus relatively 于码头方面听闻交投 price 7300元/吨, and 苯酐触 and 7000元/吨 price, expected 石化邻苯 still has upper 调空间. 鉴于邻苯缺货, 苯酐厂家 procurement to 足够邻苯, add environmental protection and other factors effect/influence, construction start 不足, 导致供不应求, price upper 扬. method 苯酐亦 is 积极跟涨, less and industrial 萘走势 upper 行释放利 good, price 涨至6400元/吨自提, and method price 6800元/吨, 价差空间不 large, expected industry still has 涨势空间, is DOP, DBP industry provide strong/high cost 支撑.

        如 upper 图 示, is DOP, DBP price 走势图, heavy 心不断走 high. 此番涨势, is cost 拉拽, although 买涨基础 upper belt/tape 动一定补货, 但依旧 rigid water is 主. DOP, DBP industry 皆处于亏 loss 状态, although market upper 行, 但涨势节奏远不 and 苯酐, industry difficult 以扭亏 is 盈, price upper 扬, demand 跟进不足, is difficult has color, or is high 风险意识 add strong/high, new mono 跟进不佳, more is rigid small mono, 随行就市态 degree 明确.

        愈发临近十一, for/regarding environmental protection and 交通方面 measures 逐步执行, 届时终端产销受限局面 will has add heavy, for type product demand will decline. 但鉴于邻苯, 苯酐缺货, 导致DOP industry negative has decline, add high difficult lower cost pressure, expected high 价局面维持, more rigid small mono water 平.