The rise is huge! A one-time increase of 15000 yuan! Downstr

These days, plastic market is really like the festival, not lively. From the last rise at the end of the festival to the full-scale increase in the start of the festival, the price rise of the whole plastic market has already been like a runaway, and on the way of rising, it is a complete success.

Dozens of chemical raw materials soared, nearly 100 price rises and spread out, no stop! From the price rise letter, what is nylon up 4000? Wanhua one time price adjustment 15000 yuan / ton! PBT is up 8300 yuan / ton at a time! The more it goes up, the more amazing!

great in strength and impetus! Price increases frequently, up to 15000 yuan / ton!

★ on February 24, Wanhua issued a price adjustment letter, with a maximum increase of 15000 yuan / ton

Driven by the rise in crude oil prices and the impact of extreme cold weather and other force majeure on the European and American styrene plants, the price of industrial water products has to be adjusted: acrylic emulsion, price up to 1000-1500 yuan / ton, hydroxypropyl dispersion, price up to 1500-2500 yuan / ton; water curing agent, the price increases by 10000-15000 yuan / ton; waterborne PU resin, the price rises 1000-1500 yuan / ton.

★ on February 24, South Asia plastic industry (Huizhou) Co., Ltd. sent a letter saying:

In recent years, the company's cost has been greatly increased due to the continuous and substantial increase in the prices of nylon 66, nylon 6, PBT and PET raw materials. Due to the cost pressure, the company has to adjust the price in response to the market market. That is, the company's PA66 will increase 2800 yuan / T, PBT up 8300 yuan / T, pet up 1000 yuan / T, PA6 up 1600 yuan / ton.

★ on February 24, DSM announced that PA6 price in Asia Pacific region will be adjusted, up 2000 yuan per ton!

★ on February 24, Longsheng said that due to the current substantial increase in raw materials and logistics costs, it was necessary to take measures to raise prices.

From March 1, the barrethang material based on PA66 will increase by 6000 yuan / ton and the enhanced * will increase by 5000 yuan / ton. All grades of duethana? Based on PA6 will be increased by 2000 yuan / ton. The PBT based pocan? Unfilled material will increase by 4500 yuan / ton and the enhanced * will increase by 3500 yuan / ton.

★ on February 22, hensman said that, in view of the continuous increase in raw material prices, he decided to adjust the price of TPU in China and Hong Kong, with an adjustment increase of 6000 yuan / ton.

★ on February 24, kunsheng polymer materials sent a letter saying

Due to the shortage of upstream raw material supply, all quotation of the company is valid on the same day, and the company does not accept the order mode of oral order or paper reservation temporarily. All orders of your company can be effective only after confirmation by both parties!

★ on February 24, the Asia Pacific headquarters of special polymer Department of Lubrizol announced

The sales price of TPU products has been increased from March 1, 2021, with an average increase of US $0.8 per kilogram (equivalent to 5164.48 yuan / ton) (the increase of some specific specifications shall be notified separately). This price adjustment is a prudent decision made by Lubrizol based on the impact of the rising raw material price and the demand shortage beyond the expected demand on the business.

★ BDO bid for more than 30000 yuan, and downstream direct call can not afford it!

At present, the most hot plastic materials such as PBT and TPU are inseparable from BDO, the key raw materials! BDO is also an important upstream of the hot degradable plastic PBAT in recent years!

Since September 2020, BDO has resumed online bidding. After each bidding, BDO price is relatively high. The bidding price from January to February 10: 13500 → 13700 → 15000 → 16300 → 16500 (ex factory price of new industry) → 18050 → 18150 → 19010 (extended ex factory price → 20750 → 22000 → 22050). On February 22, the bid price of extended oil BDO reached 29300 yuan, and on February 24, Henan energy BDO bid price was innovated to a higher level, breaking through the 30000 yuan threshold. In the current situation of difficult to find a product, bidding price will not only push up the market, but also stimulate the downstream buying mentality to fill the market.

★ letter from Shenzhen Lianfu Plastic Technology Co., Ltd. on February 19

Due to the substantial increase in the price of raw materials, the PVC heat stabilizer provided by the company has been increased by 500 yuan to 800 yuan per ton on the basis of the original one since February 19, 2021.

Downstream orders blowout, has been arranged to June!

The pressure from the upstream "rising price tide" has also been smoothly transmitted to the downstream, including shoes, home appliances, home appliances, tires, panels and other industries. Prices and orders are like sitting on the ladder! It is reported that some home appliances enterprises have placed orders in June! No fear of no order, no workers! American, granz and other home appliance enterprises have offered the killer mace of recruiting workers and invested heavily in "robbing people": introduce new employees, and each person will be rewarded 2600 yuan. If you introduce 100 people, you will be rewarded 260000!

Last year, under the influence of the epidemic, the size of household appliances showed a blowout growth status, this "burst" state seems to continue to 2021, the export of orders in the household appliances, textile and other industries is still good, the first half of the year or is still the peak of export! Especially in the global supply of large raw materials in the "supply shortage" situation, to end the rise still needs time to wait.

Let's look at the next 12 kinds of plastic raw materials market specific market trend analysis.

General plastic Market

1pp: stable temporarily

PP spot market is stable temporarily, before digestion.

The influencing factors are easy to rise and fall, which has strong support for polypropylene. On the basic level, the supply side pressure is not large, the petrochemical inventory level is obviously lower than that of the same period in previous years, and the increase of export has a support for the market. At the demand end, the overall downstream construction project is gradually restored, and there is replenishment demand, which is expected to continue to support the market upward. However, the downstream current price conflict mentality increases, which makes the cautious attitude of market participants increase and the upward space is blocked.

The future market forecast generally predicts that the short-term market will be warmer, but the marginal boost effect caused by the rising crude oil should be prevented. Taking East China wire as an example, the expected price range is 9400-9500 yuan / ton.

2PE: narrow amplitude oscillation

PE market price is narrow fluctuation. The influencing factors have gradually decreased from high level in recent years. As of Thursday, the stock of Petrochemical synthetic resin was 865000 tons, up 270000 tons compared with the previous year, down 360000 tons year on year. The overall supply of port inventory is still tight. After the Spring Festival holiday, PE prices have risen significantly. Except for some large and medium-sized downstream enterprises, small and medium-sized enterprises have more choice to delay the commencement of construction, avoiding the risk period of price rise of polyethylene materials in the future. The commencement of PE after Lantern Festival can gradually return to normal level.

The post market forecast is expected to be mainly high consolidation in PE market in the near future, taking LLDPE as an example, and the main price is expected to be 8900-9200 yuan / ton.

3abs: small rally

ABS prices have risen slightly, and the attitude of the industry is better.

influence factor

After the festival, the ABS market has gained a lot, the profit market in the mainstream market increases, and some traders have tight funds. In addition, the complete resumption of the middle and small downstream factories is still waiting for a long time, coupled with the high cost transfer of inventory, downstream buying market is more resistant to high prices. However, the ABS manufacturers have a fast pace of pre-sale, and the spot supply margin is insufficient, which makes the price space limited.

Future forecast

Wait for digestion to speed up in a short time, ABS market or high shock operation.

4Ps: price stabilizes

The price of PS market in East China is stable, and the price of styrene raw materials has increased, which continues to provide PS price support, but the downstream purchase price follow-up improvement is limited, and the transaction is still dominated by bulk bill.

The cost end of the influencing factors, crude oil and styrene are adjusted strongly next week, which will continue to boost PS cost. At the supply end, with the restart of green Optimus Prime, the domestic PS supply gradually approaches the maximum supply. In addition, the market supply is relatively loose by stacking the inventory of all links. In addition, some profit making plates intend to profit or actively make profit delivery. At the demand side, although downstream factories are mostly resumed in time after the saving, the cost transfer of downstream plants is blocked and faced with greater cost pressure when the price of bulk goods rises. Moreover, the size of pre saving goods preparation in some downstream is still available, and the purchasing strength or weakness are required in the short term.

The post market forecasts short-term PS price or high volatility.

5pvc: small loose

The domestic PVC market atmosphere is general, the overall transaction center of gravity is small loose.

The factors affecting futures are narrow volatility, the price of traders has been lowered, and the market point price is mainly shipped, but the market demand is general, and the downstream cautious just needs replenishment, and the spot trading is poor. Chemical industry sector maintains strong, supporting PVC futures, but investors are now in a hot mood.

The future market forecast is expected to be mainly for short-term PVC market shock finishing.

6eva: strong trend

EVA price keeps a strong trend.

influence factor

The supply is tight and strong support is formed for the market. And terminal demand is expected to rise in the small peak season. The supply and demand fundamentals will be better as a whole, which will further boost the EVA market. Recently, with the rapid rise of EVA market price, the market and factory price are increasing. It is expected that the ex factory price and the low US dollar offer may make up room for increase. However, it should also be noted that EVA price rises too fast, value downward transmission is relatively slow, and the terminal profit is compressed, and the rhythm of terminal replenishment changes.

Future forecast

It is estimated that EVA price or high level finishing in short term, VA18 content foam source or 19500-20500 yuan / ton.

Engineering plastics market

1pa6: firm finishing

At present, the domestic PA6 market is strong and tidy.

The price of pure benzene is high, and the price of caprolactam will remain high in the near future, so the pressure on the cost end of slicing is still high. In order to hedge risks, the price quoted by slicing plant is relatively high, traders will follow the market with the downstream customers carefully.

In general, the future market forecast is expected to continue to rise in the short-term market.

2pa66: high shock

At present, the domestic PA66 market is in high volatility.

The shortage of raw materials supply is difficult to alleviate rapidly, so the production of slicing manufacturers is greatly affected, and the supply of slice later stage is expected to be more tight. The market holding companies have high market offer, and the industry has a strong sentiment for the bullish market.

Future forecast

Overall, short term market breadth is expected to be upward.

3pc: steady push up

PC market market market stability in the market still push up, business risk mentality.

influence factor

At present, the correlation between PC and BPA has reached a high level in recent years, and the market closely focuses on the trend of raw material market. Recently, bisphenol a market is in a consolidation situation after high position, PC market mentality is slightly different, and high risk mentality slightly increases.

Future forecast

The market has been rising rapidly in the near future, and the cost of market supply is relatively broad. Next week, China will continue to pay attention to the changes of market trading mentality under the guidance of BPA market.

4pma: strong center of gravity

The PMMA particle Market in East China is running strongly.

influence factor

The raw material market has been rising continuously, and the cost pressure is relatively high. The carrier is reluctant to offer price and offer it sparingly. The terminal is mainly cautious in the inquiry and purchase, and the delivery and investment company hears it sporadically, and the actual list is in the process of follow-up.

The post market forecast predicts that the focus of the domestic PMMA particle Market in short-term is strong, and more attention is paid to the raw materials and market transaction.

5pom: large stability and small movement

Domestic POM market is stable and small, and the shipment is still acceptable. The main small rise in the individual brands in East China is that the overall stability of South China is stable.

The influencing factors are that the domestic POM manufacturers leave the factory for a while, but the spot goods source in the market is relatively short. The traders mainly hold goods for sale, and the high price of the market is acceptable. However, the goods in the hands of traders are tight, and the main digesting and increasing is the main; the high price of downstream manufacturers needs to be followed up very little, and the actual transaction is very few.

The post market forecast predicts that the domestic POM market is mainly in high-level consolidation and operation, focusing on the further operation trend of domestic POM manufacturers.

6pet: up on offer

The domestic bottle and tablet factory has raised its offer substantially.

influence factor

In March, glycol inventory is limited, and PTA will continue to be stronger in the market of repair and processing costs. From the perspective of supply and demand pattern, because polyester bottle flake production enterprises are oversold, there will be a possibility of catching up in the case of low inventory. However, considering the impact of low-price goods on the off-site, the market price increase or therefore restricted.

Future forecast

In general, the polyester bottle chip market will follow the material slightly rising, the trading atmosphere or light, with reference to the center of gravity of 7200-7600 yuan / ton.

PLA、PBAT、PBS

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