1、 Price trend:
According to the data of business club’s block list, the domestic PA6 market was mainly adjusted in mid June, while the spot price was adjusted in a narrow range. As of June 23, the mainstream offer price of sample enterprises for CNMC 2.75-2.85 was about 14766.67 yuan / ton, a decrease of 1.37% compared with the average price at the beginning of the month, and a rise of 20.71% compared with the same period last year.
2、 The influencing factors were analyzed
Upstream caprolactam: entering this month, the domestic spot market continued to decline from last month’s high. According to the data of business club’s block list, the price of caprolactam was stable in the middle of June. As of June 23, the data of business society showed that the average price of caprolactam samples was about 13800 yuan / ton. The price of raw material pure benzene was boosted by the continuous rise of crude oil and the low level of pure benzene port inventory, and the domestic pure benzene price fluctuated and consolidated after the continuous rise. At present, the cost and price of caprolactam are strong, and the supply of caprolactam is relatively tight due to the equipment maintenance of some enterprises. It is expected that caprolactam will run smoothly in the short term.
Raw material caprolactam deadlocked operation, the cost support of PA6 is acceptable, the cost side pressure remains, and the profit improvement of polymerization plant is limited. Recently, there are still some enterprises in the industry production line maintenance, supply side good conventional textile chip products, spot prices rose slightly. At the same time, the floor trading has also improved to some extent. However, the overall off-season market of the rubber and plastic industry has not passed, and the purchasing operation of downstream factories tends to just take the goods, and the follow-up is cautious and slow. The market reaction to the rising price of goods is weak, and the actual trading is mostly small orders. Businesses go with the market, reducing prices and taking orders, and the overall inventory of the society is slightly digested.
3、 Future forecast:
Business analysts believe that: in mid June, the upstream caprolactam market of PA6 was stable, and the cost of PA6 was deadlocked. The downstream factories mainly need to take goods, the consumption of end users is at the off-season level, the atmosphere in the venue is not good, and there is a strong wait-and-see mentality. It is expected that the spot price of PA6 will remain deadlocked in the near future.
Polyglutamic acid |