According to the monitoring of the bulk data of the business agency, as of March 1, the average price in Shandong was about 3,636.67 yuan/ton, an increase of 26.27% from the pre-holiday period.
Production capacity of enterprises
Shandong Jinling 440,000 tons/year fell to 50% in early March
Dongying Jinmao 120,000 tons/year parking
Luxi Chemical Industry's 400,000 tons/year start is not high
Shandong Dongyue 280,000 tons/year stopped for maintenance in late February
Jiangxi Liwen 120,000 tons/year stopped for maintenance in late February
Jiangsu Lee & Man 160,000 tons/year normal operation
Jiangsu Meilan 200,000 tons/year normal operation
Zhejiang Quhua 300,000/year normal operation
Zhejiang Juhua 300,000 tons/year normal operation
After the holiday, the price of dichloromethane has been rising all the way, and the ex-factory price is constantly adjusted every day. According to the business community, the price of some manufacturers is also increasing on weekends, by about 100 yuan/ton. On the one hand, the overall inventory of domestic enterprises is low, and the supply is tight. In February, Dongyue, Lee & Man and other devices were overhauled, and the overall output of methylene chloride decreased, which promoted the price increase after the holiday. It is reported that the Jinling and Dawang installations in the latter part of March fell negative or The suspension of production and maintenance plan, the situation of tight dichloromethane supply in the later stage, the market is expected to be bullish, and the price is going up all the way. It is understood that the ex-factory price of dichloromethane in Shandong is around 3630-3780 yuan/ton, and the market price of bulk water reaches 3950. Yuan/ton height.
The raw material methanol market remained high and fluctuated slightly, and the overall cost was still supported by methylene chloride. After the holiday, logistics resumed, methanol downstream companies replenished appropriately, and methanol prices fluctuated mainly.
At present, the demand for downstream refrigerants is off-season. Although prices are supported by costs, the sales volume is not obvious, the inventory pressure is high, the overall start-up is not high, and the demand for methylene chloride has not recovered significantly, which is mainly unfavorable.
The methane chloride data analyst of the business agency believes that although the current dichloromethane downstream market is not well stocked, the market supply is stable and tight. In addition, the dichloromethane enterprise inventory is not large. It is expected that the dichloromethane market may be in a short period of time. Continue to explore.
Source: Chemical Network
