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After the Spring Festival, the plasticizer industry chain has performed well.
Industry insiders believe that under the support of the effective control of the epidemic and the sharp recovery of terminal demand after the holiday, this "feast" dominated by raw materials continues, but the risk of the price of plasticizer products peaking is also accumulating
Industry insiders believe that under the support of the effective control of the epidemic and the sharp recovery of terminal demand after the holiday, this "feast" dominated by raw materials continues, but the risk of the price of plasticizer products peaking is also accumulating
Willful rise of raw materials Willful rise of raw materials
Some analysts said that after the Spring Festival, the skyrocketing market of raw materials octanol and n-butanol opened the prelude to the surge in the plasticizer industry chain
Some analysts said that after the Spring Festival, the skyrocketing market of raw materials octanol and n-butanol opened the prelude to the surge in the plasticizer industry chain
From the perspective of octanol, major downstream enterprises started stocking up before the holiday, and orders for octanol gradually accumulated.
After the Spring Festival, octanol hit a historic surge, with an average daily increase of nearly 2,000 yuan within 3 days, an increase of up to 40%, and the price continued to rise to around 16,500 yuan after
During the Spring Festival, the domestic and foreign trade orders of the downstream butyl ester factory of another raw material n-butanol increased greatly.
Regarding the market outlook, industry insiders said that the inventory of octanol manufacturers is generally low, and some of them continue to maintain a negative inventory state.
Plasticizer linkage pull up Plasticizer linkage pull up
According to industry analyst Han Ping, driven by the strength of the raw material n-butanol, the plasticizer market has swept away the previously tepid situation, showing a straight-line upward trend
According to industry analyst Han Ping, driven by the strength of the raw material n-butanol, the plasticizer market has swept away the previously tepid situation, showing a straight-line upward trend
Judging from the current operation of manufacturers, on the basis of the local New Year's policy and good orders, the operating level during the holidays is generally higher than that of previous years.
However, according to the manufacturer, although the price of plasticizer has risen sharply, the enterprise still faces the risk of high cost, low profit and even loss
Even so, low inventory will still add impetus to the future operation of plasticizers.
However, some people in the industry said that the rapid rise of the plasticizer market has weakened the enthusiasm of downstream purchases, the pressure of cost transmission has increased, and the risk of the plasticizer market peaking has increased
Demand is better than the same period Demand is better than the same period
According to He Junsong, a salesperson of Jilin Petrochemical, according to the practice of previous years, before the Spring Festival, due to the reduction of production or even suspension of production and holidays by downstream and terminal enterprises, the plasticizer market has mostly entered a stagnant state, and most companies have completed raw material procurement in advance on the eve of the Spring Festival
According to He Junsong, a salesperson of Jilin Petrochemical, according to the practice of previous years, before the Spring Festival, due to the reduction of production or even suspension of production and holidays by downstream and terminal enterprises, the plasticizer market has mostly entered a stagnant state, and most companies have completed raw material procurement in advance on the eve of the Spring Festival
.
However, this year, thanks to the good situation of domestic epidemic prevention and control and the rising demand at home and abroad, the plasticizer industry chain market started a super "bull market" around the Spring Festival, and the demand for terminal solvents and packaging materials has risen sharply.
The demand continues to increase, and the operating rate of production enterprises is better than in previous years, giving the market strong momentum
.
He Junsong said that after the Lantern Festival, the downstream operating rate may rise slightly, and the plasticizer market is easy to rise and fall
.
.
In addition, combined with the expectation of accelerated recovery at the macro level, it is expected that the upstream strong cycle such as crude oil will start, and the industry's prosperity will enter a new round of rising cycle
.
Industry insiders predict that the chemical market will exceed expectations in March and even the entire first half of the year, so the overall performance of the plasticizer industry chain will be better than 2020
.
.
Industry insiders predict that the chemical market will exceed expectations in March and even the entire first half of the year, so the overall performance of the plasticizer industry chain will be better than 2020
.
