Recently, after the domestic BDO market stopped falling and rebounded, the center of gravity was deadlocked. As of June 12, The reference price of bulk water in East China is: 10600-11000 yuan/ton.
Cost:
In the past two weeks, the prices of calcium carbide and methanol have continued to fall. The operating rate of calcium carbide manufacturers has been steadily increased, and the output has increased. However, many enterprises in the downstream industry have entered the maintenance/parking state during the same period. Although the methanol manufacturers' installation load rate has also increased, the inventory on the site is currently at a low-to-medium level. However, the recent plan to start production of new devices may weaken the support of the cost side, and downstream demand has entered the traditional off-season, and the enthusiasm for raw material procurement is not strong, so follow-up orders for rigid needs are maintained.
Supply side:
After entering June, many manufacturers have completed their maintenance, adding Cathay Pacific Xinhua, Wanhua Chemical, Yizheng Dalian, Chongqing Jianfeng, Inner Mongolia East Source (Phase I) equipment maintenance/refill, the operating rate of the site is about 65%, and the spot supply is tight. The online auction price is high, but the sales situation is acceptable. Multiple factors support the manufacturers to hold on to the market.
Demand side:
As the main downstream of BDO, the operating rate of the spandex industry has recently been reduced to cope with the continuously extended inventory cycle. The current installation load rate of the spandex industry is about About 72%, the spot on the site is abundant, and the space for negotiation is flexible. The number of domestic sales orders is average, and the number of new foreign trade orders has increased slightly, but it is still at a low level. The boost to the spandex industry is limited. The downstream purchases are mainly long-term orders, and the intention to stock up is general.
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