Since late May 2020, THE PRICE of EVA market has recovered from the decline, and the rise has tended to be flat, while the price has declined slightly in late June.Since July, EVA has risen inexorably, even going up by 1,000 yuan a day, which can be called “crazy demon”. What is the reason behind the soaring PRICE of EVA?
- The factory price of petrochemical enterprises rises 1000 yuan every day
Since July, petrochemical enterprises frequently raise prices, but the rise is more moderate, the rise in the industry expected.In the second week of September, price adjustment was carried out. EVA manufacturers changed the price adjustment style of boiling frogs in warm water. EVA manufacturers raised the ex-factory price by 1000-1200 yuan/ton.In the third week, the price adjustment range of EVA manufacturer was 600-800 yuan/ton. For EVA products whose price adjustment frequency was slower than PE products, the situation of daily adjustment and increase also appeared.
- EVA unit parking maintenance occurs frequently
According to the understanding of Jin Lianchuang, the first quarter of the petrochemical plant parking maintenance of a total of about 24 days, the device mainly minor repair.In the second quarter, the parking maintenance of EVA maintenance device increased continuously, totaling about 117 days. This is mainly because basF yang-petrochemical EVA plant overhaul plan is in the second quarter, so the EVA production in the country continues to decline. According to the data of Jinlianchuang, in the second quarter of 2020, the EVA production in the country will be around 167,000 tons, a year-on-year decrease of 12.23%.In the third quarter, the equipment was constantly stopped for maintenance, with a total of 77 days of maintenance days. Especially in July, the EVA unit of Jiangsu-Suerban Petrochemical was forced to stop for 14 days due to the failure of the upstream MTO unit without raw material supply, which made it more difficult for the EVA products with limited supply of goods, and some brands were even out of stock.
- Demand for photovoltaic materials to good support
China’s pv installed capacity reached 7.55GW in the second quarter, up 21.77% year on year.Due to the impact of the epidemic, some enterprises failed to complete the 2019 bidding projects according to the “630″ date due to constraints such as power grid access and stop-work outside. It is expected that some bidding projects not connected to the grid before “630″ will be connected to the grid within this year.
Recently, a number of enterprises have successively issued a number of EPC tender announcements for photovoltaic projects in the construction area involving Qinghai, Ningxia, Guizhou, Xinjiang, Anhui, Zhejiang and other provinces.Since July, about 91 PHOTOVOLTAIC power station projects have issued EPC tender announcements, with a total capacity of more than 8GW.
Most of these projects are scheduled to start from late August to September and are scheduled to be completed by the end of the year, according to the requirements in the tender documents. The three Gorges New Energy and China Nuclear Projects have been put forward, and many of them are expected to be connected to the grid by the end of November.
Production scheduling in the third quarter of 2020 exceeded expectations, and the fourth quarter may see the strongest quarterly demand.Leading component enterprises in hand orders show, the third quarter more prosperous.Six of the world’s top ten leading component enterprises all reported that the fourth quarter’s inquiry orders were prosperous. The demand in the fourth quarter may exceed 40GW, with an annualized rate of 160GW, making it the first quarter of historical demand.In the critical third quarter, the production schedule of mainstream component enterprises is above 80%. The lowest bidding price of component in mid-July stopped falling, which also indicates that the orders of component enterprises are strong.
EVA production enterprises in China as ningbo Formosa plastics, jiang seuss state petrochemical, yangzi basf, petrochemical and other domestic petrochemical enterprises photovoltaic order increase, the production of photovoltaic (pv) is expected to increase in the number of production scheduling time, photovoltaic materials EVA production increased dramatically, the normal the supply EVA other varieties, EVA photovoltaic material generally is straight for the factory, so the EVA market circulation spot supply tensions further.
Post time: Sep-28-2020