1、 Price trend

According to the data of the bulk list of business society, the price of aniline rebounded to the highest level in the month after falling this month, and then fell again. On September 1, the price in Shandong was 10700-10900 yuan / ton; The price of aniline in Nanjing is 11100-11200 yuan / ton; On September 30, the price of aniline in Shandong was 11100-11320 yuan / ton; The price of aniline in Nanjing was 11300-11500 yuan / ton, an increase of 2.76% over the beginning of the month and 110.69% over the same period last year.

2、 Analysis and review

In terms of raw materials, pure benzene rose by more than 10% in the first half of this month; The price fell sharply in the second half of the month. At the end of the month, the price was 7880 yuan / ton, an increase of 3.82% this month, an increase of 133.14% over the same period last year. The difference between the highest and lowest prices in the month was 1100 yuan / ton.

Nitric acid: this month, nitric acid continued its rise in August, and the price rose broadly. The price of nitric acid in East China was 3030 yuan / ton on September 1 and 3460 yuan / ton on September 29, an increase of 14.19% over the beginning of the month and 128.13% over the same period last year.

In the first ten days: the aniline unit was restarted in the early maintenance, and the supply increased; Affected by environmental protection inspection in the downstream, the operating rate decreased, the demand for aniline was not followed up, and the price fell; Mid year: in case of “double control” production restriction in Jiangsu, the unit stopped and the capacity loss was serious; Load reduction operation of units in Shandong. Aniline was in short supply and the price rebounded rapidly. In the last ten days: the dynamics of aniline plant: Jinling, Huatai and Jinmao returned to normal operation; Jiangsu Yangnong restarted on September 24; Nanhua plans to restart after the national day; Jiangsu Fuqiang is still parking. The focus of aniline Market returned to the demand side, and the price fell.

3、 Future forecast

In terms of raw materials, the downstream shutdown devices were restarted one after another, and there were new downstream in Shandong in October. The demand for pure benzene rebounded, which may be a good support for the price.

The shutdown devices in the early stage were restored one after another, and the tight supply of aniline Market was relieved; Stable downstream demand; Pure benzene and nitric acid at the raw material end are at a high level. Overall, aniline is still rising. In the future, we will continue to pay attention to the changes of market supply and demand, the dynamics of aniline plant and the trend of raw materials.