Shanghai Daoqin Plastics Co., Ltd.

        纵观TDI market, year inner most high 价仅1.8 10,000 yuan (吨价, lower 同), and year 4.2 10,000 yuan can day 而语, lower semi year in 底部运行.

        “TDI market supply and demand 矛盾突出, expected year 9 month difficult made year 辉煌, market market trends difficult has large color. ” in 海石油东营石化 has company market 部经理李宏 analysis 说.

        货源 supply 充足

        今 year TDI market already lower day light ring. 5 month market 经历 一场“雪崩式” fall, price fall 5200元, 跌幅达29.2%, 且终端客户 in price low 位时均逢 low 建仓, is rear market trends lower 隐患. 6 month rear factory 采取诸如控 amount, 检修, 调价, and other policy, TDI price rise 1200元. 进入8 month 份, market low 势盘整, TDI price 横盘于1.38 10,000 yuan 附近.

        据 understanding, formed TDI market 如此局面 important causes is large 于求. 2018 year year 底, chemical industry 5 10,000 tons / year, Wanhua Chemical 30 10,000 tons / year TDI new plant/unit start production, especially is Wanhua Chemical plant/unit is is inner production capacity most large plant/unit, formed is heavy market important 推手.

         from supply 面看, 烟台万华 plant/unit negative low;沧州 large 化3 10,000 tons / year plant/unit 停车, sleeve/set 12 10,000 tons / year plant/unit has plan, specific time 未定;甘肃银 light TDI plant/unit 8 month 7 day 停车检修, 持续30天;烟台巨 force plant/unit plan 推迟, specific time 未定;连石 chemical industry plant/unit 停车检修; Shanghai Covestro plant/unit positive 常运行. overall 看, supply good large.

        李宏 table/sheet 示, front market low 位, 厂家库存 high 企, stage/phase reduce is 主. 厂家挺价意愿 add strong/high, 出厂价依旧坚挺, however use 户入市 hot high, 持货商 sales 情况也 is sheet/slice 惨淡, formed more is dispersion mono, formed 交价均维持 low 位, high formed 交寥寥, trade 商亦心态 separation 歧, a small amount of low in stock and futures has 听闻, expected short 线TDI market still low 势震荡 is 主, “金九”堪忧.

         raw materials has 限

        8 month in 旬以, TDI raw materials 甲苯因 in supply outer 收紧, market price rise, 涨幅近4%.

        此 front, market basic 面支撑乏 force, lower coating material and other solvent agent type demand low 迷, TDI plant/unit construction start rate 变化不 large. 不, related 二甲苯涨势 can 观. inner 华东港口 in stock to amount less, 且受PX enterprise procurement 支撑, 二甲苯库存 amount again decline, 两苯价差 expand large 刺激甲苯 formed increase amount. in stock market consumption, 8 month lower 旬华东甲苯库存 amount drop 至4 10,000 tons below/following.

         another, 8 month 亚洲甲苯 market from and MTBE market obtain 支撑, 东北亚良 good profit 推动 汽油 mixed combined demand. to 岸核算人民币 price is 主.

        业 inner 人士认 is, currently 甲苯抽提理论均处于盈利 stage/phase, 因石脑油 price small 于甲苯, therefore 甲苯抽提理论 profit overall has upper rise, profit in 94.4美元附近.

         for/regarding rear 市, market analysis, 近期原油期价走势偏 strong/high, for market 支撑稳 solid, and lower 游调油 demand 稳健提振 market 信心, make 甲苯市价 frequency frequency upper 探. 不, 8 month 底商家出货积极 property to improves, and 随 市价走 high, 获利盘 increase, price again upper relatively is difficult. expected rear market low is 主, difficult to TDI market cost 支撑.

         demand difficult large improves

         demand low is made 约TDI market important factors.

        山东金岭 chemical industry corporation has company general manager 张元江 introduction, year TDI demand can outer 差劲, year new increase production capacity let 备货季打 water 漂. in addition, 终端复苏迟缓亦 let market milli color, good easy in 各方努 force lower 一路跌跌撞撞涨 to 1.8 10,000 yuan, inner outer 交困之 lower 1 month 就打回 原形, also demand heavy market long 期抬不起头, TDI price in 1.25万～1.4 10,000 yuan between 徘徊.

        “ front more 数终端客户 in TDI price 1.25 10,000 yuan 附近时 a large amount of 建仓, demand heavy 透支, 而淡季背景 lower, lower raw materials speed degree slow, 进一步 add deep demand belt/tape effect/influence. in addition, distributor in long day 横盘局面 lower deep its 害, more 怕无人问津, 做空怕血本无归, 心态承 pressure heavy. ”张元江 analysis.

         comprehensive 看, front 期终端 raw materials high 企, demand difficult toward good, 不 随 进入“金九银十”, lower consumption speed degree 亦逐步 improves, belt/tape raw materials TDI消 consumption increase, price upper 行, 但涨幅 has 限.