Since last Thursday, domesticTDIThe market price has rebounded rapidly: to4 month13Day, East China MarketTDIquote in18400~19000元/tons, up more than last week1000元/t.
Figure1 2023NianhuadongTDIMarket average price (Unit: Yuan/t)
2023At the beginning of the new year, domesticTDI Although the market remained strong at the beginning of the year, with the arrival of the Chinese New Year and the holidays of the industry one after another, the market trading is generally light, and the sideways trading is the main dimension. After the Spring Festival, the TDI market jumped at the opening, because the supply side not only has not seen the restart of Gansu Yinguang, but also the operating rate of the original production capacity has continued to decrease: the annual output of the Fujian factory10The 10,000-ton plant was announced in2month1 will be permanently closed from January 1, and the load of Covestro and Xinjiang Juli will be significantly reduced due to installations, and the rest of the factories will not be added to the market. Affected by this, TDIThe spot market is still relatively tight, and middlemen quote Raised, the market price climbed rapidly to the quarter ��� bit. However, due to the lower than expected downstream demand, the high market price was difficult to support. Under the pressure of shipments, the market opened a long downward channel. Although the factory market policy continued to support and the overall operating rate of the factory remained at a low level, the weak downstream gas purchases continued to drag the market, causing prices to fall repeatedly.
Enter4Month, Xinjiang Juli15The 10,000-ton plant is under maintenance, but Gansu Yinguang has not yet restarted. However, due to market expectations after the release of new production capacity in Gansu Yinguang and Wanhua Fujian Market prices will continue to decline, so generally maintain a wait-and-see attitude. But according to the latest market news, 4Are Gansu Yinguang products available in the month? There is still no conclusion on the launch of the market, and the spot market is becoming more and more tense. And due to the European BASFTDI After the shutdown of the device, South Korea’s BASF led AsiaTDI<span style 4month15Hanwha Corporation from Japan TDIThe device will also enter maintenance, South KoreaTDIExport supply is also tending to be tight. This also gives ChinaTDIThe manufacturer continues to increase the supply of overseas markets More opportunities, reducing the pressure on domestic shipments, giving this roundTDIThe rapid price rebound provided side support.
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