From5Since January, under the expectation that the two major plants of Wanhua Fujian and Gansu Yinguang will be put into production soon, the price of DI has increased from 20,500 yuan The high point of / ton fell rapidly. By the end of May, the average price in the East China market had dropped to around 16000 yuan/ton, and the price of some domestic bulk water dropped to 15000yuan/about tons, a drop Reach nearly 5000 yuan/ton.
As prices fell rapidly, some downstream customers chose low prices to build positions, and more low-priced domestic products were shipped. After low-price heavy volume at the end of May and early June, the overall spot supply in the market showed a tightening trend again, and the spot positions of merchants were not high. The mentality of reluctance to sell at low prices is the main factor. In addition, Covestro's buy-it-yourself price has continued to increase, and the market price has gradually recovered. Subsequently, although the settlement price of Wanhua's distribution channel was low in the first half of the year, which affected the mentality of the industry, the market began to sell at a small profit, but the maintenance of the Shanghai factory and the stability of the two major installations in Baiyin and Fujian were temporarily limited, supporting the upward trend of the market. Prices continued to rise overall. However, as the price rose to a certain level, coupled with the poor demand in the downstream off-season, the resistance to high prices increased, the market began to weaken in the middle and late ten days, and the price center of gravity fell.
6Since the end of the month, the news has changed even more elusive: Xinjiang factory6monthly settlement price is lower, but then BASF6monthly settlement Price and7The monthly listed price is higher than the industry's expectations, and Wanhua is rarely announced6monthly settlement price. Then Covestro unexpectedly lowered the opening price of July 71000yuan/t. Just when the mentality of the industry was seriously divided, TDIThe market price continued to rise again: as of 7May5Day, East China market reference offer: Shanghai spot barrel with ticket 18000-18200 yuan/ton; other domestic products 17600-17800 yuan/ton.
Figure1:2023year6month 5day~2023year7Month15Day East China MarketTDIaverage price (yuan/t )
<span style TDIhas changed from 6at the beginning of the month15500nearly rose to18000 yuan/ near tons, the increase is about to reach 3000 yuan/ tons. At present, Yinguang products have not been put into the market in large quantities, and the domestic spot supply is still tight. Although the export volume of foreign trade has decreased slightly from the previous month, it is still at a good level overall. If the follow-up supply side Continue to maintain a positive situation, TDIThe market may continue to rise.
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