Policy + high temperature weather, the domestic plasticizing market rebounded slightly
Since June, with the increase of high temperature weather, the sales volume of JD home appliances and air conditioners has increased by more than 400% month on month. The top 5 regions of JD air conditioning sales are Guangdong, Shandong, Sichuan, Henan and Jiangsu, which are also well-known high-temperature frequent provinces. Midea said, “now is the peak season of air conditioning. In addition to the hot weather, the sales volume of products will definitely increase compared with the previous one. The installers are all operating at full load.”
With the improvement of the downstream market, the price of upstream raw materials has also played a certain supporting role. In August, although the chemical market was still in a depressed atmosphere, some chemical products showed signs of slight rebound.
The quotations of domestic well-known chemical enterprises such as Changchun chemical, Lihua yiweiyuan and other products have an upward trend.
The external quotation of Changchun chemical bisphenol A is increased by 200 yuan / ton to 12400 yuan / ton. The products are mainly supplied by downstream epoxy resins and long-term customers, and a small amount are exported to the spot market.
The quotation of Lihua yiweiyuan bisphenol A was increased by 200 yuan / ton, and the implementation was 12200 yuan / ton. The products are mainly supplied to the downstream 130000 tons / year PC devices and contract customers, and the spot export volume is small.
In the PC market, the price of some manufacturers in South China has increased by 300-400 yuan / ton in recent two weeks. Among them, the price of Qinghai Qimei 110 model products has increased by 410 yuan / ton, and the price of Korea Lotte 1100 model products has increased by 310 yuan / ton.
International due to energy shortage, large factories issued price increase letters
Internationally, due to the shortage of energy, Dow, Dongcao and other chemical enterprises have successively sent letters to announce the price increase. The products include rubber, resin, polyolefin elastomer, etc., and the maximum price per ton has increased by nearly 3700 yuan. Moreover, the price increase arrangement of some enterprises has been involved in September and even October, so it can be said that it is a rainy day.
From September 1, the well-known Japanese plastic enterprise electrochemical company will increase the price of “DENKA chloroprene”. The specific increase is more than 65 yen / kg (3237 yuan / ton) in the domestic market; The export market increased by more than 500 US dollars / ton (3373 yuan / ton), and the export market increased by more than 450 euros / ton (3101 yuan / ton).
Dongcao Co., Ltd.: from August 22, the price of paste PVC resin was increased, and the homopolymer increased by more than 40 yen / kg (about 1984 yuan / ton); The copolymer increased by more than 50 yen / kg (about 2480 yuan / ton); From August 1, the price of all series of MDI products of the company was increased by more than 50 yen / kg (about 2440 yuan / ton).
Dow: since August 15, the price of the company’s elastomer products has been increased. Polyolefin elastomer “engage”, olefin block copolymer “infuse” and plastic body “versify” have all increased by more than 50 yen / kg (about 2480 yuan / ton).
From August 5, DIC Co., Ltd. of Japan will increase the price of epoxy plasticizers by more than 75 yen / kg (about 3735 yuan / ton) for epoxy linseed oil; Other epoxy plasticizers increased by more than 34 yen / kg (about 1693 yuan / ton).

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