According to the monitoring of the business community, the contradiction between supply and demand in the domestic BDO market still occupies the first place, the actual order delivery and investment are light, and the focus of the negotiation is weak. From December 2 to 9, the average weekly price of domestic BDO manufacturers remained at 9716 yuan/ton at the beginning of the week and 9436 yuan/ton at the weekend. During the cycle, the price fell 2.88%, 29.05% month on month and 69.56% year on year. The early maintenance devices of the production enterprises have been started successively, and the market supply has increased correspondingly, while the downstream demand continues to be sluggish, and the operating rate of enterprises in the downstream industry is low, so the digestion of raw material BDO has been greatly reduced.

On the cost side, raw calcium carbide: the business community monitored that the domestic calcium carbide price fell in shock. The price at the beginning of the week was kept at 3800 yuan/ton, and at the weekend it was kept at 3767 yuan/ton, down 0.86%. In terms of methanol, the business community monitored that the price of domestic methanol in East China ports fell first and then rose in a narrow range, with 2670 yuan/ton at the beginning of the week and 2680 yuan/ton at the weekend. The price rose 0.37% during the cycle. In the near future, there are few positive factors in the carbide and methanol markets, and the BDO cost support is weak.

On the supply side, Henan Hemei, Yizheng Dalian and Xinjiang Meike Phase III units are in shutdown state, and a set of units in Xinjiang Lanshantunhe River is expected to be overhauled in the middle of December. The time is uncertain, and there is no planned change in other units. At present, there is no good on the supply side, and short-term parking enterprises will not start construction. If they start construction, negative factors on the supply side will increase.

On the demand side, the load of PTMEG industry dropped to about 60%, but some enterprises are about to start early maintenance equipment, and the demand has increased. The overall operating rate of the PBT industry has risen again, and the digestion of raw materials will increase; The overall change in BDO demand was slightly positive.

It is predicted in the future that the downstream rigid demand has consumed a part of the social inventory by means of reducing the load of enterprise devices and reducing the supply of goods for external auction through maintenance. At present, the supply of goods on hand of traders has decreased compared with the previous period. Business agency BDO analysts predict that the domestic BDO market is expected to stabilize.