The domestic aggregate MDI market fluctuated in a narrow range, the weekly guideline price of Shanghai Kesi was increased, and the supply was too small. Other factories also released the news of stabilizing the market, maintained uniform shipment, and the arrival speed was slightly slow. At present, it is in the off-season of downstream hard bubble demand, the downstream replenishment mood is not high, and the shipment speed of traders is fast, but most transactions are at low prices.

According to the sample data monitored by the business community, from November 12 to November 19, the market price of domestic aggregated MDI fell from 20150 yuan / ton to 20033 yuan / ton, with a decrease of 0.58% in the cycle, 10.24% month on month and 7.15% year-on-year.

Summary of domestic aggregate MDI market as of November 19:

Region, Wanhua goods, Shanghai goods

North China and Shandong 19800 yuan / ton 18800-19000 yuan / ton

East China 19800 yuan / ton 18900-19000 yuan / ton

South China 19800 yuan / ton 19000 yuan / ton

Summary of domestic aggregated MDI traders as of November 19:

enterprise ., Model, price

Nanjing Tanqing Trading Co., Ltd Each model 19500 yuan / ton

Guangzhou Boshun Chemical Co., Ltd Shanghai Material 19200 yuan / ton

Shandong Bosu New Material Co., Ltd Wanhua material 19800 yuan / ton

Shandong Bosu New Material Co., Ltd Shanghai Material 19600 yuan / ton

Linyi Shijia Trading Co., Ltd Wanhua material 19600 yuan / ton

The price of pure benzene fell. At present, the decline in the price of pure benzene is mostly driven by styrene. The supply of styrene increased sharply due to the restart of large units and the planned operation of subsequent new capacity, which stimulated the bad mood of the industry and pushed down the price in advance.

Comparison chart of pure benzene (upstream raw material) – polymerized MDI price trend of business society:

Aniline: the cost side continues to weaken, the downstream wait-and-see mood is strong, the negotiation is general, aniline continues to be weak and consolidated, and the price in Shandong is 13000-13260 yuan / ton; The price of aniline in Nanjing is 13600-13700 yuan / ton.

Comparison chart of aniline (upstream raw material) – polymerized MDI price trend of business society:

In terms of enterprises, the 1.1 million T / a unit of Yantai Wanhua operates normally, and the first phase is shut down on November 27 for 45 days. Shanghai keschuang 600000 T / a unit was overhauled on November 15, lasting about 1-2 weeks. The 380000 T / a unit of Shanghai Huntsman operates normally; Shanghai BASF 220000 T / a unit operates normally; Chongqing BASF 400000 T / a unit operates normally.

In the future, business community aggregation MDI analysts expect that the domestic aggregation MDI market is depressed and mainly sorted out.