1. Long congregation SBR Valuation
|
Product |
Area |
September 25 Day Valuation |
September 26 Valuation |
Change |
Price Change (%) |
Unit |
|
1502 |
Shandong |
13600 |
13700 |
+100 |
+0.74 |
Yuan / ton |
|
1712 |
Shandong |
11900 |
12050 |
+150 |
+0.88 |
Yuan / ton |
2. Corporate dynamics
Today the oil south, southwest company SBR prices to rise again, Jilin, Portland 1502 in 13300-13400 yuan / ton, and other regional companies did not follow up, the end of plans are substantially complete, the price rise has little significance.
Device: Fushun Petrochemical 200,000 tons / year plant May 17 onwards downtime, reboot time to continue postponed to October; Lanzhou Petrochemical 100,000 tons plant parking transformation, 50,000 tons plant capacity 1500; Lu Hong Kong means the date line 6.9 parking; Jilin Petrochemical production unit reduction; Zhejiang morning stop line device, line producing 1502; Nantong Shenhua 180,000 tons / year plant September 20 routine maintenance about 20 days time. 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 plant parking transformation; 50,000 tons / year plant capacity 1500E |
|
Yang Jin Rubber |
100,000 tons means two lines 1502 |
|
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, started under load |
|
Fu Rubber Chemical |
100,000 tons / year butadiene unit double production 1502 |
|
Sales Company |
Product of the models offer (yuan / ton) |
||||
|
1500 |
1502 |
1500e |
1502e |
1712 |
|
|
Sinopec North |
– |
13100 |
– |
– |
11700 |
|
Petroleum South |
– |
13400 |
– |
13400 |
– |
|
North China Petroleum |
13100 |
13100 |
13100 |
13100 |
11700 |
|
PetroChina East |
13100 |
13100 |
13100 |
13100 |
11700 |
|
Sinopec South |
– |
12900 (Fu oak) |
– |
– |
11700 (Fu oak) |
|
Nantong Shenhua (listed) |
– |
15000 |
– |
– |
13000 |
3. Market dynamics
Although today SBR market inquiry active, but rarely heard real single transaction, because of bullish expectations, the market hold stocks more wupan sidelines, sporadic shipments Daily dish remain high at 100-200 yuan / ton, but speculators orders for expensive disk no necessary procurement cautious.
|
Market |
As of the morning of the region offer (yuan / ton) |
|
|
1502 |
1712 |
|
|
North Market |
13600-13800 |
12000-12200 |
|
Shandong market |
13600-13800 |
12000-12100 |
|
East China market |
Qilu 13900-14100 13600-13700 |
12200-12600 |
|
Fujian market |
13300-13600 |
Fu Oak 12000 |
|
Guangdong market |
13300-13600 |
Fu Oak 12000 |
4. Market outlook forecast
National Day holiday approaching, the SBR market offer dwindling due to bullish expectations holding cargo ship not in a hurry, gradually withdraw from the sidelines. The cost and availability of two-way bullish support, industry bullish on the market after the holiday is expected to remain firm SBR. However, many current intermediate traders in stock, beware late to achieve the desired behavior after the price cheap shipping, but the cost is strong, callback space is limited. Follow petrochemical preganglionic trends continued price increases in early probability is too large.
Translated by Google Translator from http://market.cria.org.cn/25/16778.html
