1. Long congregation SBR Valuation
|
Product |
Area |
8 months 27 days Estimated |
August 28 Valuation |
Change |
Price Change (%) |
Unit |
|
1502 |
Shandong |
11950 |
12050 |
+100 |
+0.84 |
Yuan / ton |
|
1712 |
Shandong |
10350 |
10600 |
+250 |
+1.92 |
Yuan / ton |
2. Corporate dynamics
Following CNPC Southwest Portland 1500E SBR prices on raised 11,800 yuan / ton, the increase in Jilin Northeast today 1500,1502 glue 300 yuan / ton to 11,800 yuan / ton. Other regional and Sinopec, although the price stability, but at the end of a rare heavy volume. Device: Fushun Petrochemical 200,000 tons / year plant May 17 onwards downtime, reboot time to continue postponed to October; Lanzhou Petrochemical there is a glimmer parking, parking 45 days planned early September; Inland Port device 6.9 across the board from the date of parking; Jilin Reduction petrochemical plant production; Zhejiang morning stop line device, production line 1502. Nantong Shenhua 180,000 tons / year plant operating 60 percent of planned routine maintenance on September 20th 20 days. Fu rubber Petrochemical 100,000 tons / year butadiene plant planned 10.15 parking overhaul two months.
|
Factory |
Dynamic devices |
|
Qilu Petrochemical |
150,000 tons / year butadiene unit line 1502 two-wire 1712; 100,000 tons device two lines 1502 |
|
Jilin Petrochemical |
150,000 tons unit load shedding production , A-line production 1500E, B / C two-line production 1502,1502 E |
|
Nantong Shenhua |
180,000 tons production line unit 1502, and the other a 1712 oil-filled cable, the other a line 1502E, 1723 to switch production, 60% of the overall operating |
|
Lanzhou Petrochemical |
100,000 tons device line 1500E, line parking; 50,000 tons / year plant capacity 1500E |
|
Yang Jin Rubber |
1502 produced 100,000 tons device wire |
|
Tianjin Lugang |
100,000 tons device 6.9 devices across the board from the date of parking |
|
Hangzhou, Zhejiang Morning |
100,000 tons / year butadiene unit tier parking, front-line production 1502 |
|
Fu Rubber Chemical |
100,000 tons / year butadiene unit line 1502, line 1712 |
|
Sales Company |
Product of the models offer (yuan / ton) |
||||
|
1500 |
1502 |
1500e |
1502e |
1712 |
|
|
Sinopec North |
– |
11500 |
– |
– |
10200 |
|
Petroleum South |
– |
11500 |
– |
11500 |
– |
|
North China Petroleum |
11500 |
11500 |
11500 |
11500 |
10200 |
|
PetroChina East |
11500 |
11500 |
11500 |
11500 |
10200 |
|
Sinopec South |
– |
11200 (Fu oak) |
– |
– |
9900 (Fu oak) |
|
Nantong Shenhua (listed) |
– |
13000 |
– |
– |
11000 |
3. Market dynamics
Today’s businesses offer SBR market weakened further intention, sporadic bids continue to rise, the manufacturers of plastic goods on the market are difficult 1502 exercise goods, because the industry bullish on September and the end of supply-side limit orders, supply reduction, holding cargo cover disk reluctant sellers, businesses are expected to continue to reduce the Ming Daily dish.
|
Market |
As of the morning of the region offer (yuan / ton) |
|
|
1502 |
1712 |
|
|
North Market |
12000-12100 |
10700 |
|
Shandong market |
12000-12100 |
10700 |
|
East China market |
11900-12500 |
10700 |
|
Fujian market |
Fu rubber 11700-11900 |
Fu Oak 10400 |
|
Guangdong market |
Fu rubber 11700-11900 |
– |
4. Market outlook forecast
By butadiene prices, domestic equipment maintenance and other news, the styrene-butadiene market bullish sentiment pushed open the door at the end part of the plan to complete a single task, unintentional shipments, increased market tight supply situation, the hype factor increases. 9-10 months due to increased domestic equipment maintenance, the industry fears in the petrochemical, oil and re-execute only for single sales, the amount of reserve stocks; Oil prices pull up some sales company, industry bullish on early September is expected to increase. Entertained end of the market-based, real single transaction is limited. But today the futures diving, downstream plants to maintain demand procurement, chase need to be cautious.
Translated by Google Translator from http://market.cria.org.cn/25/16379.html
