Shanghai Daoqin Plastics Co., Ltd.

        进入8 month 份, inner di 酚A price large low, 跌破9500元(吨价, lower 同)关口, currently 主流参考价运行至9300元附近, 创近2 year new low.

        业 inner 人士认 is, cost 支撑塌陷, add demand 淡季, di 酚A rear or has lower 调空间.

         market supply stability

        自三季 degree 以, inner di 酚A market basic maintain low 位震荡走势, price 两次触 and 9600元. due to di 酚A enterprise 盈利空间 has 限, trade 商持货 cost high, market front can breakthrough 9500元关口. 但8 month di 酚A market 利空云集, price 不但跌破9500关口, 且暂时未 has 明确 止跌信号出现.

         in 宇资讯 analysis 师郑明楠 table/sheet 示, new increase production capacity market pressure, will effect/influence di 酚A rear 市.

        据 understanding, 6 month 份, Chang Chun Plastics (江苏) has company sleeve/set 13.5 10,000 tons / year di 酚A plant/unit start production, month output/production volume will increase 1.13 10,000 tons left right. “ new product market need time, therefore supply pressure from 8 month 份才开始显现, add positive demand 淡季, di 酚A market rise can heavy 不足. ”郑明楠 analysis 说.

        山东瑞 cationic chemical industry trade has company general manager 王春明 introduction, remove supply increase, Imported large growth is di 酚A market lower slip important factors.

         from upper semi year data 看, di 酚A总 Imported amount 达31.4 10,000 tons, month 均5.2 10,000 tons, high year month 均3.9 10,000 tons. Imported product cost advantages 抢占国 inner market, add 剧 国 inner market competition.

        王春明认 is, currently di 酚A production supply stability, construction start rate in 75.94%, 暂时没 has plan 传出. 但利华益 newly built 12 10,000 tons / year di 酚A plant/unit will 于9 month in start production 试运行, therefore di 酚A supply upper difficult good, fall increase. 但鉴于 currently market price cost 线, di 酚A price lower 行 空间也 versus for has 限.

         cost 支撑走 soft

         from di 酚A raw materials 苯酚 看, market price lower 调, difficult to di 酚A以 cost 支撑.

        金联创 analysis 师王娟娟 introduction, due to 缺乏买 gas, trade for rear more good, although inner factory combined trade 商挺价, lower 游买盘积极 property still high, 询盘寥寥, market price small 幅回落至7300～7350元.

         from 盈利情况 看, raw materials pure 苯延续 toward lower 走势, in 石化挂牌 price lower 调150元; raw materials ketone 也同样走 soft, ketone production cost overall reduce, industry 依然处于亏 loss 状态.

        苯酚 profit strong/high 人意, inner factory construction start hot 情依然 high 涨, negative high 达91% left right. chemical industry, in has decrease 产, amount has 限, add upper 扬州实友 plant/unit already 经恢复 production, construction start rate high 位. 随 苯酚 胀库, troubleshooting still has factory 会适当 reduce negative 荷, short inner still will maintain high negative 荷运行.

        业 inner table/sheet 示, inner market rear will 以震荡整理 is 主. supply and demand basic 面预期偏 low, 港口库存居 high lower, 且社会库存消 consumption slow, add new China formed 立70周 year active 动临近, 华北部 separation lower enterprise will production, especially is Solvay newly built made ring ketone plant/unit construction start time again 推迟, this factors make short market elastic force 不足, in cost upper difficult for di 酚A形 formed has force 支撑.

         demand low 不堪

        王娟娟 introduction, currently di 酚A lower ring oxygen resin market low 势运行. 受消费淡季叠 add environmental protection and other factors effect/influence, solid ring oxygen resin construction start negative relatively low, liquid ring oxygen resin construction start relatively stability, overall construction start negative in 5 formed left right, short ring oxygen resin factory for di 酚A raw materials procurement toward low.

         for/regarding rear 市, inner 人士认 is, inner ring oxygen resin market will raw materials narrow toward lower 运行, demand production construction start rate difficult improves, for di 酚A market function has 限.

        另一 lower 游PC market overall strong/high 震荡. separation 区域 看, market in high, 各主流 grade price rise 200元 left right.

        据 statistics, in PC production plant/unit in, in Mitsubishi 7 10,000 tons / year plant/unit strip/profile 线运行, strip/profile 线停车; Luxi Chemical 30 10,000 tons / year plant/unit 于8 month 7 day 停车检修约1 month; Wanhua Chemical 7 10,000 tons / year plant/unit 8 month in 旬存检修 plan.

        业 inner table/sheet 示, rear inner PC plant/unit relatively more, for di 酚A market difficult formed demand 面 支撑.