5month, domestic aggregationMDIThe market fluctuates within a narrow range , first fell and then rebounded, the market average price15000元/about tons (tax-included barrels in East China, average value of Shanghai goods and Wanhua goods, price statistics as of 5month29day), with4monthly market average price15100元/ tons basically the same.
Supply side:
5At the beginning of the month, return to the market after May Day, aggregateMDIThe shipment intention in the trade link is relatively positive, but the follow-up of the downstream demand side has weakened during the same period, and the market price has changed from the beginning of the month15200-15500元/t, fall back to5month9day’s14500-14800 元 /t. Then, Covestro’s guide price was raised week by week, and a factory in the north and a factory in Rui’an both controlled the supply to the market; as the main supplier of imported goods—Kumho Mitsui, South Korea, the whole seriesMDIThe product stops accepting orders from the Chinese market. In addition, the source of goods imported from the Middle East, due to the limitation of local logistics, has recently reduced the filling of China and Southeast Asia. In summary, overlay6 Multiple sets of equipment storage maintenance plan per month,5month10 day to the end of the month, the market was boosted and rebounded slowly.
Demand side:
5Month, aggregationMDIThe main downstream industries, To varying degrees, it was restrained by the weak recovery of the economy and production activities. The demand for household appliances has shrunk from the previous month, and the northern heating pipeline project has increased slightly,OCFStyrofoam The demand is flat and stable. On the whole, the support performance of the downstream demand side for the market is relatively weak.
6Monthly market outlook:
Currently, for 6The market is cautious and optimistic in March. Main reason6Multiple sets of equipment storage and maintenance plan per month, the factory may control the supply to the market, Pay attention to the latest prices and guide prices of various manufacturers in recent days. However, the recovery process on the demand side is still affected by the macroeconomic aspect, and the superimposed construction project has entered the off-season, and the overall demand side is still weak in terms of market support.