TPU(Thermoplastic polyurethanes) Chinese full name thermoplastic Polyurethane Elastomer Rubber,TPUIt is made of diphenylmethane diisocyanate (MDI) or toluene diisocyanate (TDI) and other diisocyanate molecules react with macromolecular polyols and low molecular polyols (chain extenders). polymer materials. And becauseTPUThe material has excellent high tension, high tensile strength, toughness and Anti-aging characteristics, and has environmental protection characteristics, so currentlyTPUThe material has in The trend of replacing traditional plastic materials in many fields.
With the arrival of the Golden Nine and Silver Ten, since entering9months,TPUcost end isocyanate FieldTDI, pureMDIprices continued to rise, polyester polyol upstream field span>BDOprices rose broadly,AAprices rose strongly,TPUThe cost support is extremely strong. AndTPUThe operating rate of the supply side continues to increase, from the beginning of the month3-4Success has increased to the present 6 is about 10%, which indicates that the downstream demand will increase significantly. On the demand side, as terminal shoes and clothing enter the winter production raw material storage period, coupled with the lifting of the high-temperature and power-limiting policy, the overall start-up load of the subsequent downstream market is expected to increase, and the production load will gradually increase. With the increase in demand, as of the end of the month of 9, TPU product segments are respectively 8 month-end increase1000yuan/T or so.
From the perspective of subdivided raw materials, pure isocyanateMDImarket is due to downstream spandex,TPU, shoe sole solution and slurry market demand have all increased due to the substantial increase in the start of construction, soSeptember The monthly price is strong up. TDIDue to tight supply in the market, prices continue to rise. In the field of polyester polyolsBDOBecause the price of spandex and the start of production meet the sharp increase with the arrival of the autumn and winter peak seasons, and the difficulty in shipments in Xinjiang, the industry starts to meet the lower requirements, resulting in prices Broad up. AAAs the supply is tight, and the downstream field overlaps with the pureMDI market, the price is also lower overall rise. On the whole, the cost side of TPU is very strong.
On the supply side, due to the accumulation of orders in the early stage of September9, coupled with the rising price of raw materials and the bottom-hunting mentality of manufacturers, the operating rate of the overall industry has increased by 2.5% compared with the previous month2.5Cheng is around, so the supply side’s support for prices has declined slightly. In addition, from the profit point of view, with the sharp increase in raw material market prices, TPU price increases are not obvious enough, so the overall industry profits have fallen sharply, from 8month3400yuan/ton Around 1600 yuan/tons. Therefore, it is expected that TPU manufacturers will continue to increase the price of TPU following the profit pressure. From the downstream demand side, as the epidemic is under good control, there are few cases of relapse in various places. The overall Chinese macro economy is showing a recovery trend, and the market consumption power has rebounded significantly. >The market price is low, so the demand side in the market outlook will continue to increase.
On the whole, due to the firm price of raw materials, shrinking industry profits, and the continuous increase in downstream demand of the terminal along with the economic recovery, the overall price of TPU in the market outlook will still be stable. With continuous improvement, the supply side of the factory will also continue to increase the production load as profits increase. The industry as a whole is showing a clear upward trend.
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