1、 Price trend

The domestic BDO market is mainly stable. According to the sample data monitored by the business agency, as of February 11, the average price of the domestic BDO market was 9876 yuan / ton, up 0.82% month on month, up 2.88% year on year.

2、 Market analysis

Product: domestic BDO market is stable. With the decrease of the load of Dongyuan, Shanhua and Meike, the overall start-up decreased compared with that before the festival. However, due to the inventory of each factory, the supply is abundant in the short term. While the main downstream load is low, the rest of the downstream resume work progress is slow, and the digestion capacity is limited. At the same time, transportation is still the biggest resistance in the current market, and some downstream factories stop because of the shortage of raw materials. Many manufacturers have no new price to offer, lest the goods cannot be delivered. The operators dare not make a sales plan, and continue to pay attention to the downstream resumption of work and the acceptance of the price.

In terms of market, BDO market in South China is running smoothly. Main downstream low-level operation, limited consumption, and more inventory. At present, transportation is the biggest resistance. Most manufacturers say that they have sporadic inquiries, but there is no real negotiation, and the focus is stable. BDO market in East China maintains stable operation. Affected by the transportation, especially the automobile transportation, some main downstream factories are short of raw materials, so the start-up is limited. Most manufacturers pay attention to the transportation and downstream construction conditions, and carefully wait and see the market. There is no new single delivery.

Industry chain: in terms of raw materials, methanol and domestic methanol market fell, with few trading volume. Due to the fact that most of the cross regional delivery vehicles have not recovered, the sales pressure of methanol enterprises in Inner Mongolia is prominent. Today, some enterprises leave the factory at 1500 yuan / ton; the main quotation in Guanzhong area is temporarily maintained at 1700 yuan / ton ex factory spot exchange, but the transaction is rare; some new prices in Northern Shaanxi area reach 1630 yuan / ton, and there is no transaction due to the limited logistics.

Calcium carbide: the domestic calcium carbide production enterprises are stable and active, and the start-up is slightly increased, but the overall low level. At present, the freight from Shaanxi to Inner Mongolia of Lancan has increased by 60 yuan / ton, but the overall arrival of Lancan has increased. In the lower reaches of North China, there are still obvious deficiencies. In Henan, there is a planned increase of 100 yuan / ton, increasing the market wait-and-see.

3、 Future forecast

Generally speaking, the current transportation is limited and the downstream construction is at a low level, while the on-site supply of goods is abundant, and the contradiction between supply and demand continues. The upstream and downstream pay close attention to each other’s start-up. BDO analysts predict that the domestic BDO market will continue to operate smoothly in the short term, and it is difficult to have large fluctuations in the short term. They focus on upstream and downstream start-up and transportation.