According to the Central Meteorological ObservatoryContinue to issue high temperature orange warning: It is expected that during the daytime on August 9, Anhui, Jiangsu, Shanghai, eastern Sichuan, Chongqing, Hubei, Hunan, Jiangxi, Zhejiang, Fujian, central and northern Guangxi, and northern Guangdong have high-temperature weather of 35-39°C, and some areas can reach 40°C or above. This year’s high temperature weather has a wide range of influence and duration Long, high temperature strength.
The middle reaches of the polyurethane industry chain mainly include two systems: foam system and CASE system. The foam system mainly includes polyurethane hard foam and soft foam. The hard foam is mainly used for roof insulation and waterproof spray foam, pipe insulation materials, etc. The soft foam mainly includes various cushion materials for furniture and vehicles; the CASE system is mainly used for the production of coatings. , adhesives, sealants and elastomers. Polyurethane is widely used in downstream terminal fields such as upholstered furniture, home appliances, automobiles, construction, clothing and shoe materials.
From the perspective of the industry as a whole, building materials are an industry that is more obviously affected by high temperature seasonality. The “Administrative Measures for Heatstroke Prevention and Cooling Measures” issued by the General Administration of Production Supervision and Administration clearly stipulates that outdoor open-air operations should be stopped when the daily maximum temperature reaches 40 degrees Celsius; . Therefore, in order to minimize the occupational hazards caused by high temperature and heatstroke of front-line workers, the construction progress of the project has been slowed down, and the demand for pipes, spraying, and plates has continued to be weak.
Real estate and automobile sales are also significantly affected by the high temperature, mainly because the industry is largely Affected by the process of viewing houses and cars, people are less willing to go out to view houses and cars in high temperature seasons. In addition to the impact of epidemic prevention and control, the overall car sales and real estate sales area in July and August may show a certain downward trend , The demand for upholstered furniture also continued to slump.
According to the production and sales data from 2016 to 2022, the peak production period of air conditioners is between 3-6 The sales peak period is from April to July each year, and the production and sales volume in other months is relatively reduced. The high temperature has obviously driven the production and sales of refrigeration equipment. Among them, the seasonal demand for refrigeration equipment such as air conditioners and refrigerators has changed significantly. At the same time, favorable policies are expected to drive demand to recover. On July 28, the Ministry of Commerce of the People’s Republic of China and 13 departments issued the “Notice on Several Measures to Promote the Consumption of Green Smart Home Appliances” to further implement 9 incentive policies such as the replacement of old home appliances and the sending of green smart home appliances to the countryside. Domestic home appliance market demand will generate positive pull. Exports are greatly affected by inflation, and the demand for refrigerators is weak. The export volume of refrigerators from China to Europe and Asia has dropped by more than double digits.
On the whole, under the high temperature “baking” test, the performance of the downstream polyurethane industry is weak, which is transmitted to the raw materials The market performance is relatively obvious. Both the hard foam index driven by rigid polyether and polymeric MDI, and the soft foam index dominated by soft polyether and TDI are all in a diving mode. It is optimistic that there may be a certain recovery trend in August.
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