1. Long congregation SBR Valuation
|
Product |
Area |
November 18 Valuation |
November 19 Valuation |
Change |
Price Change (%) |
Unit |
|
1502 |
Shandong |
13100 |
12700 |
-600 |
-4.58 |
Yuan / ton |
|
1712 |
Shandong |
11700 |
11300 |
-400 |
-3.42 |
Yuan / ton |
2. Corporate dynamics
Today, PetroChina, Sinopec some companies SBR prices fall, taking last Thursday rose 200-300 yuan / ton. Qilu 1502 at 13,000 yuan / ton, Qilu 1712 at 11,500 yuan / ton, the company continues to call back tomorrow expensive price.
Device: Fushun Petrochemical 200,000 tons / year plant to restart production line last week, two 1502,1500 E, the other two lines parking; Lanzhou Petrochemical old 50,000 tons device completely stop; Tianjin Lugang device 6.9 across the board from the date of parking; Jilin Petrochemical Plants Less volume production; Zhejiang morning stop line device, production line 1712. Fu rubber Petrochemical 100,000 tons / year butadiene unit Oct. 28 from across parking, approximately two months; Young Kim devices have different levels of reduction this month 1502,1712; Qilu Petrochemical plant product line replacement production, 1712 production reduced 1502 production increased.
|
Factory |
Dynamic devices |
|
Qilu Petrochemical |
150,000 tons / year butadiene unit line 1502, two wire 1712; 100,000 tons device two lines 1502, 1712 about production 3000 tons this month, an increase of 1502 |
|
Jilin Petrochemical |
150,000 tons device line stop, end of line production 1500 production for 1763, 1502 production line |
|
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, starts about 7 |
|
Lanzhou Petrochemical |
100,000 tons device two-line production 1778E/1500E; 5 tons / year plant parking |
|
Yang Jin Rubber |
100,000 tons device two-line production 1502, 60% of the load, in both reduced production this month |
|
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 1712 |
|
Fu Rubber Chemical |
100,000 tons / year butadiene unit 28 October onwards are parking lane, about two months time |
|
Sales Company |
Product of the models offer (yuan / ton) |
||||
|
1500 |
1502 |
1500e |
1502e |
1712 |
|
|
Sinopec North |
– |
13000 |
– |
– |
11500 |
|
Petroleum South |
– |
13000 |
– |
13000 |
– |
|
North China Petroleum |
13000 |
13000 |
13000 |
13000 |
11500 |
|
PetroChina East |
13000 |
13000 |
13000 |
13000 |
11500 |
|
Sinopec South |
– |
12800 (Fu oak) |
– |
– |
11400 (Fu oak) |
|
Nantong Shenhua (listed) |
– |
16000 |
– |
– |
14000 |
3. Market dynamics
Today SBR market fell sharply, due to supply-side prices fall in the afternoon under the new market offer prices again upside down, the rate of about 200-400 yuan / ton range, still watching after the initial decline in value, rarely heard real single transaction.
|
Market |
As the region offer (yuan / ton) |
|
|
1502 |
1712 |
|
|
North Market |
12800-13000 |
11500-11700 |
|
Shandong market |
12800-13000 |
11500-11700 |
|
East China market |
12800-13000 |
11500-11700 |
|
Fujian market |
12700-13000 |
11500 |
|
Guangdong market |
12800-13000 |
– |
4. Market outlook forecast
The lack of effective support, vendors returned last week SBR 300 yuan / ton increase, the industry is expected to return to the same week bearish speculation. Today, for the price downward apparently meaningful, market users continue to wait for lower prices replenishment, will continue to wait for a new round of devaluation Guadan deal. Today, natural rubber was up, butadiene decline slowed down, emptying the same need to be cautious.
Translated by Google Translator from http://market.cria.org.cn/25/17691.html
