PA: Let go and go your own way!
2021 is destined to be a year that will go down in history, and this year's gold nine silver ten will also be remembered. Take the plastic industry, for example, general plastics led by PVC only rose to the high point in a week, and then it took a week to return to the original level, during which the price difference was as high as 1,000 yuan. For engineering plastics, Big brother PC gold nine silver ten trend is really difficult to say, by bisphenol A played between the hands, you rose I have to be forced to rise, you fell also not drag me into the water, the price gap continues to shrink, the industry losses serious. However, there are special cases, just like nylon material, in the gold nine silver ten, put freely, out of their own style. Below follow Xiaobian to take a simple look at it!
Upstream:
| products | September 1 | on October 27, | and | note | |
| crude | WTI | 68.5 | 84.65 | 16.15 | $ barrel |
BRENT | 72.99 | 86.40 | 13.41 | $ barrel | |
| pure benzene | FOB Korea | 961 | 997 | 36 | $/ ton |
| east China market | 7750-7800 | 8050-8250 | +300/+450 | yuan/ton | |
| caprolactam | east China liquid spot | 14700-14700 | 15900-16000 | +1200/+1300 | yuan/ton |
| east China solid spot | 14800-15000 | 16100-16300 | +1300/+1300 | yuan/ton | |
| adipic acid | east China market | 10100-10300 | 12800-13200 | +2700/+2900 | yuan/ton |
From the table 1, upstream raw materials in the two months during the trend is still ok, basically rise mainly. In particular, caprolactam and adipic acid are particularly prominent, with an increase of more than one thousand yuan. Which is indispensable crude oil and pure benzene boost. On the oil front, Brent and WTI futures both rose to their highest levels in seven years due to global supply shortages and strong US demand, and short-term crude prices remained high. From the point of view of pure benzene, although the current price of pure benzene has fallen compared with the earlier period, the high price of nylon in the earlier period still supports the nylon. In addition, as another major raw material of PA66 adiponitrile, due to the influence of force majeure and other factors in the early stage, the supply shortage has not been effectively alleviated, and the short-term support for PA66 still exists. Supply and demand: categories name capacity (ten thousand tons) the latest device dynamic PA6 fujian force constant 18 unit load as PA6 jiangsu hong sheng 20 unit load into 6 PA6 jiangsu rui beautiful f 8.3 unit load 5 into PA6 jiangsu haiyang 35 unit load into 6 PA6 jiangsu yong tong 14 unit load 8 into PA6 yueyang petrochemical 16 unit load as PA6 zhejiang fangyuan 17.5 unit load into 6 PA6 jinjiang technology 35 unit load as PA6 in fujian jin 31 device load 4-5 into PA6 hangzhou aggregation along 46.5 unit load 5-6 into PA6 constant from petrochemical 44 unit load 6-7 into PA6 what henan 7 device normal production PA6 luxi chemical 40.5 unit load 6-7 into PA6 zhejiang China builds a 7 unit load 7 into PA6 shandong wind 10 unit load 8 into PA6 brand of shanxi firm Po 10 unit load 8 into PA6 shanxi YangMei 10 June 15th polymerization unit overhaul, There is no restart plan PA6 shijiazhuang refining 2 July 28th polymerization unit overhaul, Plan in early November to restart PA6 new will beautiful 20 unit load 7-8 into PA66 what pingdingshan 19 unit load around into 6 PA66 zhejiang huafeng 8 device run at full capacity PA66 liaoyang xingjia 4 low load operation PA66 jiangsu foreign 4 low load operation PA66 optimal fiber technology dandong 2 low load operation list 2: PA Part of the device dynamic From the table 2, PA6 device due to the influence of power limiting and other factors, the operating load is basically maintained at about 6-70%. And also at a low level of operation of PA66, affected by the supply of raw materials adiponitrile, China's PA66 main factory to maintain low load operation for a long time. At present, only Zhejiang Huafeng because of its own adiponitrile device, basically full load driving. In addition, affected by foreign equipment and sea freight, the source of imported goods is also relatively tight, and the overall supply tension is difficult to ease. Demand point of view, ""gold nine silver ten"" is coming to an end, this should be the entire industry chain ""carnival season"", only to become the upstream manufacturers alone carnival. Downstream products enterprises in the double control double limit, cost pressure, freight rise and many other factors, can only be helpless pressure. Under heavy pressure, many downstream enterprises directly ""lie flat"" holiday, so that the price rise of raw materials has become a ""one-man show"". Overall, the support of raw materials is still strong, and the supply and demand side is relatively balanced. It is expected that the short-term PA market will maintain the early stalemate pattern. Statement: This article is the original, the page reprint must be noted in the beginning of the article and the name of the author. 1: PA Upstream product price rise and fall table
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