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month propylene: 涨势乏 force heavy 心回落
8 month propylene market gas versus for low 迷, propylene market price 呈震荡走 low trend, month heavy 心出现 small 幅回落. 截至8 month 26 day, market propylene month is 7638.61元/吨, relatively 7 month fall 269元/吨, month-on-month 跌幅3.40%, year-on-year 跌幅18.62%. small, large, 振幅逐步收 narrow is 8 month propylene market price main features, 旺季不旺究 its causes also in supply and demand 面.
8 month 伊始, 天津渤化PDH plant/unit and lower long supply 恢复; large 庆炼化PP plant/unit 检修, large 庆石化 propylene outer 放;山东东辰 and lubricating and other propylene plant/unit 开车, market supply large increase. lower 游鲁西丁辛 alcohol plant/unit drop negative, propylene demand 面同步走 low, more heavy impact, propylene market price pressure large 跌.
8 month in 旬, 台风“利奇马” 境, strong/high drop gas effect/influence, propylene upstream and downstream factory and material 流运输受限, separation effect/influence heavy factory 导致直接停工, 届时山东 propylene upstream and downstream construction start lower slip. comparison 说, lower factory plant/unit versus for relatively fast, propylene production enterprise 报盘借势拉涨, lower 游买盘并无实际跟进, overall 涨势乏 force. 且炼厂出货受限 rear, propylene 库存逐步累积, 随 部 separation 炼厂陆续恢复出货, lower 游业者看空情绪 rise temperature, 炼厂出货 and pressure speed upper rise, propylene market price again pressure large 跌, most low 跌至7380元/吨.
进入8 month lower rear, 台风“利奇马” to propylene market belt/tape effect/influence already basic understanding remove, propylene market price large 幅探底 rear, lower product profit obvious rise, especially is lower 游PP powder material and propylene most high 拉开近1000元/吨 left right 价差, can 观. lower factory low hot high 涨, 炼厂报盘挺价意愿 obvious, belt/tape propylene market price upper 移. good 景持续 time long, propylene market price rise meanwhile, lower 游PP powder material high sales 不畅, price day fall, 二者价差迅 speed narrow powder material cost 线附近. propylene upper 探空间受 made, difficult 以延续, 此波涨幅依旧偏 small.
therefore comprehensive 整 8 month 份 看, supply and demand 面, cost and 极端天 gas and other propylene market price 走势一波三折, market market trends relatively fast, cycle versus for relatively short. more 方利空 factors impact, market lower pressure large, in obvious good front lower, propylene market 几波涨势都略显乏 force, month heavy 心不断 lower 移.
9 month also will how to?
9 month 份, plan inner upstream and downstream plant/unit versus for relatively less, 受“金九”旺季支撑, expected propylene market price heavy still will in versus for high 位. 但近期 in trade rise grade, or will for futures and chemical industry industry belt/tape 一定波动. but also 十一国庆 front, separation propylene upstream and downstream factory or will 迎 限产, production and other environmental protection and safety measures, propylene material 流运输方面也 will to made 约. therefore, 9 month is 注定不平凡 一 month, 建议业者 more add policy and cost and other for propylene market belt/tape effect/influence, combined 理安排 production plan and demand.
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