Daily review of BPA: The atmosphere is slightly warmer

[China Epoxy Network (China Epoxy Industry Online) www.
epoxy-e.
cn] News on November 4, 2008: The domestic bisphenol A market sentiment is slightly warmer, the market is slightly changed, the trading day (November 3) ) Although the mainstream transaction prices in the East China region of the mainstream market are still in the first line of 8000-8200 yuan/ton, they are mainly high-end and trend upward.
According to the analysis of market experts from the China Epoxy-e.
cn, the market opened on the same day with more wait-and-see but still few clear quotes.
Following the slight rebound in the market last weekend, some sellers showed a slight increase in interest, and downstream inquiries were made.
Searching for directions, increasing the proportion of high-end negotiations, but little actual spot discussions, and all parties are waiting for the market to become more clear; the current comprehensive factors that determine the market, in addition to the reduction in the possibility of recurrence of the sharp decline in international crude oil and petrochemical products, there are the following points It is worth noting: First, the price of the external disk market has plummeted, and the bearishness needs to be further digested by the market; second, whether the "small purchases" can form a climax and promote the market trend to truly warm up.
While the seller is unilaterally stabilizing and supporting it, we still need to look at the downstream inventory.
And the status of the start-up; third, the manufacturers have cut and stopped production, coupled with the lack of foreign discussions last month and the lack of import supplies, it is expected to form a see-saw at 8,000 yuan/ton; fourth, the raw material phenol ketone market is expected to stabilize, and the cost loss phenomenon is expected to stabilize .
In short, with the gradual release of bad news and the gradual reduction of spot resources, the gradual integration of internal and external disks tends to be consistent.
After the sharp decline of bulk petrochemicals, it will gradually usher in a buffer.
The bisphenol A market is no exception.
In view of the raw material pure benzene, Analysis of the trend of phenolic ketones, bisphenol A will continue to weaken and consolidate, but the rhythm has slowed down significantly and will still be tested.

On the last trading day (November 3), the domestic bisphenol A market has improved, and the price center has shifted to the high end.
The upstream pure benzene and phenol ketones are still declining, and the downstream epoxy resin plants are generally shut down.
, The impact of the economic crisis has spread, and the overall decline of the chemical industry has not stopped.
The bisphenol A market is still difficult to be optimistic, and the stabilization trend is worthy of recognition; after continuous and substantial adjustments and squeezing, the price decline has been curbed and has shown signs of slowing down.
Merchants have seen an increase in inquiries and some activity.
Although there is a narrow range, but not too high-end, the frontline of buyers and sellers has moved and concentrated on the front line of 8,200 yuan/ton; due to the sharp drop in raw materials and the constraints of downstream demand, especially in China Regional imports have shrunk, and the external market has plummeted; domestic manufacturers have drastically reduced their supply, and the import market has shrunk sharply due to domestic "changyin".
Imports were normal in September.
Imports are expected to be reduced in October and November.
With market instability Withdrawal, the marketing environment can also be transformed to a certain extent.
According to market experts from the China Epoxy Industry Association (www.
epoxy-e.
cn), among them: the mainstream quotation in East China is 8200-8500 yuan/ton, the mainstream transaction price is 8000-8200 yuan/ton, mainly high-end; Huangshan area Mainstream quotations are 8500-8800 yuan/ton, mainstream transaction prices are 8200-8500 yuan/ton, mainly high-end; mainstream quotations in North China are 8500-8800 yuan/ton, mainstream transaction prices are 8200-8600 yuan/ton, high-end mainly; South China The mainstream price is 8700-9000 yuan/ton, and the mainstream transaction price is 8500-8700 yuan/ton.
High-end prices are the main ones.

    Domestic bisphenol A manufacturers continue to passively wait and see, their mentality has not improved, some parking to avoid risks, and new installations are about to start.
The overall characteristics continue to be: limited output, low inventory, little export, weaker impact, reduced production, operation, and shipment Very few, limited sales are mainly for self-use, each plant has downstream supporting facilities, and the scale of external supply is very limited; the operation of the equipment has reached a lower level, including: Bayer Shanghai started to stop, Wuxi resin started one stop, and Zhongxin Chemical's load was average .
According to market experts from the China Epoxy Industry Association (www.
epoxy-e.
cn), on the same day: Bayer Shanghai closed the disk, the pre-ex-factory price was 17,700 yuan/ton, most of which were self-supporting and limited export scale, 110,000 tons/year The phenol A plant will be shut down on October 30.
It is planned to end the year.
The load of the 100,000-ton/year polycarbonate plant will be low.
The second set of 100,000-ton/year polycarbonate plant will be mechanically completed in October; Wuxi resin will be closed and the preliminary quotation will be provided.
17500～18000 yuan/ton, the products are mainly for self-use, and the export quantity is not large.
The 16,000-ton/year bisphenol A unit has been shut down for maintenance on April 17, and the restart may not be significant.
The 25,000-ton/year bisphenol A unit is operating normally , Is building a 90,000 tons/year bisphenol A plant in Nantong, and the commissioning time will be extended to the first quarter of 2009; Zhongxin Chemical has closed the disk, the initial ex-factory price is 16,700 yuan/ton, and the operation load of the 25,000 tons/year bisphenol A plant is relatively low , The product is mainly for supporting epoxy resin equipment (intermittent start-up, digestion of inventory); Sinopec Mitsui's 120,000 tons/year bisphenol A plant construction is coming to an end, and the initial start-up of the device is initially successful, and the material will be officially put into operation within a week.

(Our reporter Liang Xi)

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