According to the monitoring of the bulk data of the business agency, affected by the tight spot supply in the market, the domestic acetic acid market continued to rise. As of July 7, the average price of acetic acid in East China was about 2483 yuan / ton, an increase of 6.43% compared with 2333 yuan / ton at the beginning of the month, and 10.86% higher than the same period of last month. At present, there are 2450-2550 yuan / ton in Shandong, 2450-2550 yuan / ton in Jiangsu, 2550-2650 yuan / ton in Zhejiang, 2200-2300 yuan / ton in Henan, 2400-2450 yuan / ton in Hebei and 2050 yuan / ton in Northwest China.
| Gamma Polyglutamic acid food grade |
Unit capacity (10000 t / a) unit output (T / D)
Yankuang Guotai 110.3000
Hualu Hengsheng 50.1500
Yangtze BP 50 1000
Celanese 120 6.17 Park
Jiangsu Sopu 120 7.2 parking
Jiantao, Hebei, 50.1400
Tianjin Bohua 35.1000
Henan Shunda 40.1400
Henan Longyu 50.1500
Henan Yima 25 parking
Shaanxi Yanchang 30.800
Shanghai Huayi 70 7.6 parking
Anhui Huayi 50.1300
Dalian Hengli 35.1100
At present, most domestic acetic acid enterprises mainly focus on delivery contracts, and the inventory of enterprises is reduced to a low level. In addition, the shutdown of large acetic acid plants in Jiangsu province leads to the shortage of spot supply in the market. In addition, the downstream market just needs to be stable, which is good for the market price support. The start-up of enterprises in North China and central China is stable. Due to the warm market transaction atmosphere and tight enterprise shipment, some enterprises are closed. The rise in South China is driven by the rise of other regions, but the demand in the downstream market is still weak.
In terms of the upstream market, the methanol market is in shock and adjustment. There are many maintenance enterprises in Northwest China, and they have a slight upward intention. However, the demand in the downstream market is weak and the mentality of the operators is not good. At present, it is about 1627 yuan / ton. On the downstream side, downstream industries such as vinyl acetate and acetate maintain rigid demand, and the overall operating rate is flat. Affected by the rising acetic acid of raw materials, the price remains firm, but in the long run, the demand side does not support the price of acetic acid.
In terms of the international market, the overall supply of acetic acid in Asia has declined. Due to the influence of international relations, the limited import of acetic acid in South Asia has led to the diversion of some goods to the surrounding markets, with the current quotation of about 280-320 US dollars / ton; the overall supply in the European market is stable, and the price is falling due to the sluggish demand for methanol and PTA, with the current price of 540 euro / T; the North American market is affected by the bullish demand for methanol and PTA, so the price is going At present, it is about 455 US dollars / ton.
The acetic acid analysts of the business club believe that the recent shutdown and maintenance of Jiangsu Sopu and Shanghai Huayi devices has intensified the market supply tension. Therefore, the East China region has continued to rise, driving the surrounding market upward. However, the downstream market purchasing is still mainly on the demand, and the purchasing is rational. It is expected that the spot supply will still be tight in a short time. Pay attention to the enterprise maintenance recovery.
| Gamma Polyglutamic Acid |