Shanghai Daoqin Plastics Co., Ltd.

        进入8 month 份, styrene 收盘970美元(FOB, Korea)(吨价, lower 同), 跌至4 month low 点. price fall, styrene production enterprise profit drop 至5 month most low 点100.81美元, drop degree to 42.87美元.

        据业 inner introduction, 7 month 份亚洲 styrene market 横盘震荡, upper semi month 挺价僵持 rear in fast speed 回落, lower again degree narrow 幅波动. from price 看, month inner overall heavy 心围绕每吨1050~1080美元 narrow 幅波动.

        此 rear, HTC and YNCC陆续恢复 heavy 启, overall supply 逐步回 rise, lower 游积极补货, formed price 至1078美元(CFR, China). 7 month in 旬估价期 front 移, 自欧美 远洋船货开始运抵亚洲, add amount 船货于7 month lower semi month in 运抵, heavy fast speed 回落. lower rigid low, 7 month 26 day, Hanwha TotalEnergies power/electricity fault/failure again degree 关停, market to 一定支撑, 买卖陷入横盘博弈期. 但进入8 month 份, styrene 空头占据 upper 风, market lower slip, profit 也随之 decline.

         in styrene raw materials, ethylene market 方面, new plant/unit start production add upstream and downstream product market demand low, low ethylene rise can. 7 month 份以, price overall upper 行态势, 但涨幅 has 限, 也侵占 部 separation styrene profit.

         pure 苯7 month 份亚洲 区 market price upper obvious, high price breakthrough 至700美元(FOB, Korea) above, pressure styrene production enterprise profit.

         for/regarding rear 市, inner 人士认 is, Europe styrene price rise can can 导致8~9 month 份美元货源 low difficult 觅. currently Europe hot effect/influence market, meanwhile 出于莱茵河航道 water 位跌至极 low water 平 考虑, Europe pure price will 维持坚挺, difficult for market formed landscape.

         in addition, USA for styrene 获利窗口 already 经开启, or will has more more product 流入亚洲, market pressure. although Maasvlakte and Ellba位于 Netherlands factory will 进行检修, 但埃尔巴 styrene factory in 停车检修7周 rear, 9 month front 一两周 inner expected heavy 启, supply upper difficult 以出现 supply landscape, for styrene market difficult formed good.

         again from raw materials 看, 近期原油 price 波动剧烈, can can 会面 消息令 market expected 伊朗原油 made has 望结束, full 球油市 supply or again degree add deep, 油价持续 lower 挫, most 终连续收跌. this for/regarding large chemical industry market formed 利空.

         from pure market 看, due to 10 month 份洲际交 easy 布伦特原油 futures price rise 至59.92美元, add 之9 month pure combined 约提名 price ratio 8 month high 出25美元, pure 苯亚洲 market price will 维持坚挺. 而另一 raw materials ethylene market due to inner supply plant/unit 停车, reduce 报盘出货, market will easy difficult 跌. therefore, pure and ethylene market 回调风险 relatively low, difficult in cost upper let lower 游, styrene 获利空间 or will 继续维持 low water 平.