According to the sample data monitored by business club, the market price of domestic aggregated MDI at the beginning of the month was 18400 yuan / ton, and the price at the end of the month was 16160 yuan / ton, with a decrease of 12.17% during the month and a year-on-year decrease of 19.00%.
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According to the price monitoring of the business club, in the first half of 2022 (1.1-6.30), 136 commodities rose month on month in the list of bulk commodity prices, mainly in the chemical sector (64 in total) and the agricultural and sideline sector (16 in total), and commodities with an increase of more than 5% were mainly in the chemical sector; The top three commodities were butadiene (152.15%), lithium hydroxide (118.46%) and sulfur (89.80%). A total of 95 commodities fell month on month, concentrated in chemical industry (43 in total) and steel (15 in total), and commodities with a decline of more than 5% were mainly concentrated in the chemical industry sector; The commodities with the top three declines were electrolytic manganese (-57.47%), magnesium (-46.60%) and glycine (-45.71%). In this half year, the average increase and decrease was 6.53%.
Summary of domestic aggregate MDI market as of July 29:
Region, Wanhua goods, Shanghai goods
In South China, 16000 yuan / ton, 15800-15900 yuan / ton
In East China, 16000 yuan / ton, 15800-15900 yuan / ton
16000-16200 yuan / ton in North China and Shandong, 15800-16000 yuan / ton nearby
At the beginning of the month, the domestic aggregate MDI market was depressed, and the follow-up of actual orders was very limited, and the trading atmosphere in the trade market was cold. The monthly listing of major production enterprises has been announced one after another. The listing price was mostly stable in July. Traders were generally bearish on the aftermarket, and the market was sold at a low price.
In the first ten days of the month, the domestic aggregate MDI market fell significantly, the price fell broadly, the actual order of the terminal contributed to difficulties, the trade atmosphere weakened, and the low price was heard more. The stalemate and weak market continued, and the actual order of the terminal contributed to difficulties.
In the middle of August, the domestic aggregate MDI market continued to decline, and traders adjusted prices sharply for many times, bearish on the future market. At present, the sluggish demand is still the main reason for limiting the market price of MDI.
In late August, the domestic aggregate MDI market atmosphere was still poor. Although towards the end of the month, manufacturers had taken measures to reduce supply and improve the market, insufficient demand has always restricted the rise of the domestic aggregate MDI market.
In terms of raw materials, pure benzene: crude oil fell continuously, and the support of external news was weak. Downstream purchasing turned weak, and the price of pure benzene fell.
Comparison chart of pure benzene (upstream raw material) – polymerized MDI price trend of Business Club:
In terms of aniline, domestic aniline fell weakly, pure benzene fell weakly, and aniline cost support weakened. Aniline downstream delivery sentiment is general, and the factory delivery is less than expected.
Comparison chart of aniline (upstream raw material) – polymerized MDI price trend of Business Club:
In terms of enterprises, Yantai Wanhua 1.1 million T / a device operates normally; Ningbo Wanhua 1.2 million T / a unit operates normally; Shanghai kesichuang 600000 T / a unit operates normally; Shanghai Huntsman 380000 T / a unit operates normally; Or postpone the overhaul to June to July; Shanghai BASF 220000 T / a unit operates normally; Or postpone the overhaul to June to July; Chongqing BASF 400000 T / a unit operates normally; Dongcao Ruian 80000 T / a unit operates normally.
The MDI device has a multi storage maintenance plan, and the supply is expected to shrink. However, the downstream demand is restricted for a long time. The MDI analysts of the business community aggregate expect that the domestic aggregate MDI market is dominated by low-level consolidation.
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