Raw Material Market

EVA

In early August of the third quarter, due to the impact of the epidemic, particles were still in the off-season, and the price was stable and downward. Photovoltaic (pv) since the month began, the market foam and coated particles due to a shortage of stock for the prophase, prices began to rise slightly, the so-called golden nine silver ten, coated particles under the demand of the traditional peak season in September, the strong support of photovoltaic material demand, combined with the energy consumption of the double control policy, part of the petrochemical enterprises are forced to stop, increase the market supply shortages, and traders have a hype, The market trend showed a soaring trend. The ex-factory price of domestic petrochemical enterprises will be raised by 5,400-8,400 yuan/ton. The price of foaming material has been increased from 20,000 yuan/ton to 21,500 yuan/ton in early September to 29500 yuan/ton to 30,000 yuan/ton.

Yanshan Petrochemical normal supply, Korea quantitative supply, TPI will not produce coating stage in October. And photovoltaic material demand support, petrochemical enterprises device production of photovoltaic particles mainly, market foam and cable material supply is tight, coating material tends to the edge, the market trend has been seriously out of control. In addition, the “dual control of energy consumption” policy may continue to be implemented, which will lead to imbalance between supply and demand of furniture, low inventory of traders and mainly reluctant to sell furniture. It is expected that market trends will continue to rise.

PET

Market PET raw material is the PTA and ethylene glycol, affected by the double control policy, jiangsu and zhejiang provinces as an important production of PTA raw material and a flashing “red light”, a light up the “yellow light”, and as the energy-consuming of coal chemical industry is not immune, hengli petrochemical said due to the PTA plant overhaul prolonged, supply will be a reduction of 10% in October, Total reduction of 40% supply, multiple positive conditions, PTA prices will rise. PET manufacturers from time to time staged production limits such a drama, the normal control leads to the later foreseeable inventory reduction, shortage, tight supply and demand will continue to ferment in the late, raw material end of a wave of rising market is becoming more and more intense. Terminal more wait-and-see attitude, the life of the enterprise is not easy, in the face of high raw materials and can not afford to rise the terminal, is suffering.