Boric acid prices remain in a high range in October

After the sharp rise in boric acid, traders maintained high quotes to the outside world. The average price of boric acid in the domestic market in October was 11800 yuan/ton. At present, the quotation range for domestic boric acid traders is 10500-12100 yuan/ton (the actual transaction price of different brands, specifications, and products is mainly negotiated).
In terms of overseas import sources, the current external quotation for import sources is concentrated at 11000-12100 yuan/ton (the actual transaction price of different brands, specifications, and products is mainly negotiated). According to the monitoring of Business Society, the current market is operating within the high range of the year.
2、 Analysis of influencing factors
Supply side: Overseas supply is highly concentrated, with import arrivals dominating the spot market
The global boric acid production capacity is highly concentrated in Türkiye, Chile, the United States and other regions, and the domestic market is highly dependent on import sources, with an import dependency of about 68.7%. In October, overseas boron ore production ran smoothly, and external quotations remained high. Although international shipping was affected by the tight Middle East shipping routes, which pushed up insurance and fuel surcharges, imported cargo still arrived at the port on schedule. Domestic port inventory remained at a moderate level, with no obvious accumulation or significant destocking. The domestic boric acid plant has stable operation, supplemented by domestic sources, but there is a gap in quality compared to imports, and the price difference has existed for a long time. Overall, the core reason for the high and stable prices is that there has been no shortage of supply and no significant increase in new sources of goods impacting the market.
2. On the demand side: The marginal weakening of demand after the end of Jin Jiu, supported by structural increment
Boric acid is mainly used downstream in glass, ceramics, and enamel, with a small amount used in agriculture and electronic materials. In October, as the peak season of the Golden September and Silver October comes to an end, the operating margins of the glass and ceramic industries weaken, and the support for essential procurement weakens; The recovery of the terminal real estate industry chain is relatively weak, and the increase in orders for glass and ceramic enterprises is limited. Downstream enterprises tend to maintain on-demand procurement and have a weak willingness to actively hoard goods. The demand in the agricultural sector is in the off-season. However, the increase in demand for boric acid driven by the expansion of photovoltaic glass production (expected to be about 21000 tons) and the penetration of thermal management flame retardants for new energy vehicles (about 13000 tons) form a structural bottom line, and the demand for high-grade goods is relatively stable. The overall demand is in a weakly balanced pattern, lacking strong demand that drives prices to continue rising.
3. Cost side: External boron ore prices remain firm, supporting the bottom of domestic imported boric acid
Overseas boron ore raw materials, production and processing costs remain high, and overseas mines have a strong willingness to support prices. Türkiye’s Eti Maden maintains a global market share of about 61% and continues the strategy of both volume and price rise (sales target in 2026 is 2.7 million tons and revenue is 1.56 billion dollars). The cost of imports to the shore remains high, forming a bottom support for the domestic import price of boric acid. At the same time, the tense Middle East shipping routes in October pushed up maritime insurance and fuel surcharges, and the two-way fluctuation of the US dollar exchange rate amplified the uncertainty of landed costs. The price fluctuation of domestic boron raw materials is not significant, and the cost changes of domestic boric acid are limited.
4. Macro and market sentiment: weak financial attributes have a relatively weak impact on boric acid
The fluctuations in commodity sentiment caused by Middle Eastern geopolitics and Federal Reserve policies this month mainly affect energy, industrial metals, and precious metals; Boric acid is a traditional non-metallic raw material with weak financial properties and low speculative sentiment, so there has been no significant surge or drop in prices.
3、 Future prospects

In the short term (November), the boric acid market is likely to continue to fluctuate at a high level with a narrow range. There is currently no maintenance plan for overseas mining production on the supply side, and the expected arrival of imported goods is stable; On the demand side, with the end of the Golden September and Silver October, downstream demand for glass and ceramics may weaken marginally, lacking sustained upward momentum. From a cyclical perspective, boric acid has shifted from a high of 5.14% in 60 days and 4.82% in 90 days to a sideways consolidation.
Key observation points in the fourth quarter: boron ore production in Türkiye/Chile, external quotation, port import source and port arrival, as well as changes in the commencement of glass-ceramic industry. If there is a disturbance in overseas supply, imported boric acid may continue to strengthen; If downstream terminals continue to be sluggish and demand remains weak, there will be downward pressure on the high level of boric acid.

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In October, polyethylene first rose, then adjusted, and then rebounded

LLDPE (7042) had an average price of 9390 yuan/ton on October 1st and 10250 yuan/ton on October 29th, an increase of 9.16%. LDPE (2426H) had an average price of 12133 yuan/ton on October 1st and 12766 yuan/ton on October 29th, an increase of 5.22%. HDPE (5000S) had an average price of 10475 yuan/ton on October 1st and 11150 yuan/ton on October 29th, an increase of 6.44%. The overall trend of polyethylene is rapidly rising in the first half of the year, fluctuating back and forth in the middle, and rebounding sharply again in the second half.
The domestic supply of polyethylene was initially tight and then loose, and the concentrated maintenance in the first half of the year brought about a reduction in supply. The tight circulation of goods supported the first wave of rapid rise. The mid month maintenance equipment has been restarted one after another, coupled with the release of new production capacity, the increase in supply has become apparent, and the suppression of prices has led to a pullback. In the latter half of the year, the petrochemical industry took the initiative to control volume, reduce inventory and raise prices, and tightened the supply of spot goods, which helped the market rebound again.
Agricultural film: Production has increased, but raw materials continue to rise, compressing product profits. Downstream companies dare not stock up and rely on immediate procurement for essential needs. The growth rate of new orders has slowed down, showing a weaker year-on-year trend compared to previous years; Packaging film: Pre stocking for Singles’ Day brings temporary orders, but the sustainability is poor, and packaging factories tend to be cautious after the increase in raw material prices.
The fluctuation of crude oil dominates the cost center of polyethylene, and the rise in oil prices in the first half of the year has raised the cost of oil to PE production, opening up room for price increases. In the middle of the month, oil prices experienced a pullback, and cost support weakened, causing the market to fluctuate and fall. The rebound of crude oil in the latter half of the year brought bottom support, but the stable cost of coal to material sources has to some extent limited the extent of the increase.
The peak season for agricultural film is gradually coming to an end, with continuous increase in supply and increasing pressure on supply and demand. Oil prices provide bottom support, but it is difficult to continue driving a significant increase, and it is expected that polyethylene as a whole will likely fluctuate at a high level.

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The market price of titanium dioxide slightly increased in October

1、 Price trend
Taking the sulfuric acid method pyrite type titanium dioxide with a large volume of goods in the domestic market as an example, according to data monitoring, the domestic titanium dioxide market price slightly increased in October. On October 1st, the average price of titanium dioxide was 14220 yuan/ton, and on September 29th, it was 14260 yuan/ton, with a price increase of 0.28%.
2、 Market analysis
The domestic titanium dioxide market price slightly increased in October. In the first half of the month, with the momentum of Jinjiu, there was a slight increase in prices. In the second half of the month, the market was clearly unsatisfactory, and overall, the mainstream prices in the market remained stable. As of now, the domestic quotation for sulfuric acid based pyrite type titanium dioxide is mostly between 13300 and 15700 yuan/ton; Sharp titanium type costs around 12800-14500 yuan/ton.
Internationally, multiple countries have launched anti-dumping investigations against Chinese titanium dioxide.
The UK Trade Remedy Agency (TRA) proposed on October 7th to impose a five-year mixed anti-dumping duty on Chinese origin rutile titanium dioxide.
On October 16, 2026, the Ministry of Finance and the Ministry of Economy, Trade and Industry of Japan announced the initiation of a joint anti-dumping investigation into pigments and preparations originating in China that are primarily composed of rutile titanium dioxide.
On October 24, 2026, the Indian Ministry of Finance reissued Notice No. 26/2026 Custods (ADD) announcing the resumption of anti-dumping duties on titanium dioxide from China. The tax rate range remained unchanged at $460-681 per ton, and the tax was valid for 5 years.
According to customs data statistics, in September 2026, imports of titanium dioxide amounted to 6425.19 tons, a month on month increase of 18.91% and a slight year-on-year increase of 0.67%. Among them, 4174.85 tons of titanium dioxide were imported by chlorination method, an increase of 19.72% month on month,; The import of sulfuric acid titanium dioxide was 2250.34 tons, a month on month increase of 17.44%. From January to September, the cumulative import of titanium dioxide was about 49200 tons, a year-on-year decrease of 13.5%. Among them, the cumulative import of titanium dioxide by chlorination method was 30255.57 tons, a year-on-year decrease of 11.51%; The cumulative import of sulfuric acid titanium dioxide was 18918.55 tons, a year-on-year decrease of 16.51%.
According to customs data statistics, in September 2026, the export of titanium dioxide was about 175900 tons, a month on month increase of 22.04% and a year-on-year increase of 12.49%. Among them, the export of sulfuric acid titanium dioxide was about 131200 tons, a month on month increase of 24.22%; The export of chlorinated titanium dioxide was 44700 tons, a month on month increase of 16.06%. From January to September 2026, the cumulative export of titanium dioxide was 1.3568 million tons, a year-on-year increase of 0.77%. Among them, the cumulative export of sulfuric acid titanium dioxide was 1.1497 million tons, a year-on-year increase of 5.38%; The cumulative export of chlorinated titanium dioxide is about 383000 tons, with a year-on-year increase of 49.91%.
3、 Future forecast
Analysts believe that the current domestic titanium dioxide market is sluggish, with sufficient supply but poor demand, coupled with unfavorable expectations for the foreign market. It is expected that titanium dioxide will operate weakly in the short term, and the actual transaction price will be negotiated one by one.

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The domestic fluorite market trend has declined this week (10.17-10.23)

The domestic fluorite price trend has slightly declined this week, with an average price of 3668.75 yuan/ton as of the weekend, a decrease of 0.34% from the early week price of 3681.25 yuan/ton, and a year-on-year increase of 0.51%.
Supply side: Some mines resume production, increasing supply of fluorite
Domestically, the national inspection of mining safety production has been comprehensively tightened, and the special inspection of non coal mine safety and environmental protection standards have continued to tighten. However, the pace of resuming production in core production areas such as Jiangxi, Fujian, and Zhejiang in the south has increased, and the effective supply of high-grade wet powder has increased. The compliant production capacity has gradually been released, and the overall market supply circulation in China has increased compared to before. After some positive signals were released, the price of fluorite in the northern market remained stable on the surface, but there were slight discounts in actual transactions, showing a trend of “clear stability but hidden decline”.
In terms of imports: From January to August 2026, Mongolia’s imports of fluorite increased by 20.44% year-on-year. As China’s largest source of imports, its average import price has a significant advantage. After the end of the rainy season in Mongolia, the arrival volume in April and May increased significantly by about 40% month on month, and the import price was generally 300-500 yuan/ton lower than that of domestic products. In addition, domestic low arsenic fluorite (≤ 0.0005%) enjoys a zero tariff policy, further reducing import costs. The concentrated arrival of Mongolian fluorite at ports in East and North China has had a sustained suppressive effect on domestic market prices.
Demand side: Downstream market trend temporarily stable
1. The hydrofluoric acid market is temporarily stable, and procurement is mainly based on demand
The operating rate of hydrofluoric acid enterprises is only about 50%, and most of them suffer from serious losses. Due to the concentrated parking of large hydrogen fluoride factories in the north, the industry’s spot supply has shrunk significantly, and the original individual orders have been diverted to other production enterprises, resulting in a tight supply of individual spot goods and an increase in bargaining space. Hydrofluoric acid enterprises mainly purchase for essential needs and have a strong willingness to lower the price of upstream fluorite. More importantly, although the pricing of anhydrous hydrofluoric acid once rose, hydrofluoric acid companies continued to suppress the price of fluorite in order to repair their own losses, leading to the breakage of the transmission chain of fluorite price increases.
2. End of refrigerant peak season
Refrigerants are the main source of demand downstream of fluorite, and the refrigerant sector is also not optimistic. Affected by the refrigerant quota system and the sluggish demand in the home appliance market, the operating rate of core refrigerants such as R22 and R32 is difficult to exceed 50%, indirectly weakening the demand support for fluorite. Downstream hydrogen fluoride enterprises often adopt on-demand replenishment and batch replenishment strategies, only making phased purchases, which is difficult to effectively boost fluorite prices.
Market forecast: Overall, the resumption of mining production and the increase in import volume on the supply side will have an impact, while the end of the peak season for refrigerants on the demand side will have an impact. In addition, the current downstream demand for anhydrous hydrofluoric acid is insufficient, and the utilization rate of production capacity has shrunk. It is expected that the short-term fluorite market price will mainly fluctuate.

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The price of activated carbon is temporarily stable this week (10.12-10.16)

The price of activated carbon at the beginning of the week was 12500 yuan/ton, and the price of activated carbon at the end of the week was 12500 yuan/ton, with stable prices.
Domestic coconut shell activated carbon manufacturers have maintained stable prices this week. The ex factory price of activated carbon for coconut shell water purification in East China is between 9500-13000 yuan/ton, while the price of columnar coal based activated carbon with an iodine value of around 1000 is between 8200-9500 yuan/ton. The supply side of coconut shell raw materials in Indonesia and Vietnam is limited, and the import of carbide materials is tight. Manufacturers have low inventory and strong willingness to raise prices.
Demand side: Water treatment, pure water, and food decolorization industries require stable demand; The demand for high iodine value coal extracted from gold mines is stable, but procurement is generally under pressure, and there is not much stockpiling in large quantities. Traders are watching, low-priced goods are gradually decreasing, and the bargaining space for small orders is limited; There is still room for negotiation for large and long orders.
Prediction: Domestic coconut shell activated carbon transactions fell short of expectations, and it is expected that the price of activated carbon will mainly fluctuate in the short term.

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Domestic maleic anhydride market continues to rise in September

The domestic maleic anhydride market continued to rise in September, with an average quoted price of 9850 yuan/ton (including tax) as of September 30th, an increase of 20.12% from 8200 yuan/ton on September 1st.
On the supply side: In September, the upstream raw material n-butane for maleic anhydride continued to rise, supported by rising costs. Coupled with the maintenance of some maleic anhydride production facilities in the region, the industry’s operating load declined, and the market’s spot supply tightened. Traders’ reluctance to sell and drive up prices became prominent, supporting the upward trend of the maleic anhydride market in September. As of September 30th, the solid anhydride market in Shandong Province operates around a factory price of 900-9500 yuan/ton, while the liquid anhydride market operates around a factory price of 8500-8700 yuan/ton.
Upstream: In September, the n-butane market in Shandong continued to rise significantly, influenced by international geopolitical tensions and the rise in crude oil prices; Internationally, Saudi Arabia’s CP butane in September was $660/ton, an increase of $20 from August, and the cost of imported gas continued to rise, providing support for domestic gas reserves.
Downstream: The largest downstream of maleic anhydride is unsaturated polyester resin, followed by coatings, plasticizers, water treatment agents, and other fields. In September, we entered the traditional “Golden Nine” peak season for unsaturated resins. Downstream end industries such as fiberglass, handicrafts, and coatings saw an improvement in orders compared to the previous month. Resin companies also increased their production, leading to an increase in essential purchases and supporting the consumption of maleic anhydride. But as the price of maleic anhydride continues to rise, the raw material costs of resin companies have significantly increased, profits have been compressed, and downstream resistance to high prices has gradually emerged. They tend to maintain low inventory operations and lack the willingness to chase after price increases, which limits the further outbreak of the market.
Analysts believe that on the cost side, Saudi Arabia’s CP was introduced in October, with butane priced at 730 US dollars per ton, an increase of 70 US dollars from September. The cost of imported gas continues to rise, supporting the n-butane market; October is the traditional “Silver Ten” for the downstream resin industry, but there is uncertainty in terminal demand. On the one hand, if downstream terminal demand such as fiberglass and building materials continues to rebound, resin production will remain high, and there will be support for the demand for maleic anhydride; On the other hand, maleic anhydride is currently at a high level, and downstream enterprises face significant cost pressures. In addition, the impact of the National Day holiday in October has weakened the willingness of factories to stock up, and the market may maintain an on-demand procurement model. It is expected that the domestic maleic anhydride market will experience high volatility in October.

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In September, the overall price of caustic soda remained stable

1、 Price trend
The overall trend of caustic soda prices has been consolidating this month. At the beginning of the month, the average market price was 637 yuan/ton, and at the end of the month, the average market price was 635 yuan/ton, a decrease of 0.31% and a year-on-year decrease of 23.65%. On September 29th, the Business Society Chlor Alkali Index was 739 points, up 5 points from yesterday, down 65.27% from the highest point of 2128 points during the cycle (2021-10-24), and up 4.53% from the lowest point of 707 points on February 27th, 2026. (Note: The cycle refers to the period from December 1, 2011 to present)
2、 Market analysis
The overall price of caustic soda has been consolidating this month. The price of caustic soda in Shandong region is around 580-670 yuan/ton in the mainstream market of 32% ion-exchange membrane alkali. The price of caustic soda in Zhejiang region is stable, and the price of 32% ion-exchange membrane alkali delivered to Xiaoshan mainstream market is around 840-860 yuan/ton. The price of caustic soda in Inner Mongolia region is stable, and the mainstream market price of 32% ion-exchange membrane alkali is around 1850-1950 yuan/ton (converted to 100 yuan). The regional market trend of domestic liquid alkali is not volatile, and it is operating steadily in multiple dimensions.
In October, domestic chlor alkali maintenance and restart coexisted, and the estimated monthly average load had limited month on month changes. The industry supply continued to decline year-on-year. At the end of the month, the orders of the enterprise were basically signed, and there was a tentative upward trend in the market, but there was a lack of strong demand support, and the overall market maintained a narrow consolidation operation. Some aluminum plants in downstream industries are replenishing their inventory appropriately based on their own inventory levels, while aluminum oxide plants have low enthusiasm for participating in spot trading, although their pre holiday stocking quotes are relatively cautious. The downstream demand for non aluminum continues to be sluggish, with more on-demand procurement and no improvement, putting pressure on the market.
Analysts believe that in recent times, the price of caustic soda has been consolidating, downstream alumina receiving is average, the long short game has intensified, and the market wait-and-see atmosphere continues to heat up. The price of alumina remains weak, and the market is still in a stalemate. The estimated increment of the market is limited, and the comprehensive supply-demand game predicts that caustic soda may tend to consolidate, depending on downstream market demand.

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Hydrogen peroxide market rebounds in September

The hydrogen peroxide market rebounded in September, with prices fluctuating upwards. At the beginning of the month, the average market price of hydrogen peroxide was 623 yuan/ton. On September 29th, the average market price of hydrogen peroxide was 713 yuan/ton, an increase of 14.44%.
Supply side: The industry is operating at a moderate pace, with maintenance facilities resuming in August and September. The total domestic supply has slightly rebounded compared to August, and there has been no large-scale shutdown or production reduction; The proportion of integrated supporting devices has increased, but the circulation of goods has not been synchronously amplified.
New variable: Fujian Kemet’s new hydrogen peroxide plant will be put into operation in September, bringing in new supply and suppressing the potential for further surge in the later period.
Disturbance: Minor repairs to local equipment, logistics, and pre holiday warehouses exacerbate regional differentiation.
Core: The total production capacity is not tight, but the circulation of goods is gradually shrinking and there is regional mismatch.
Demand side: Paper pulp bleaching (first pull): Entering the traditional peak season of Jinjiu, the bleaching procurement of paper mills has significantly rebounded compared to August, and the demand for pulp in southern China and Guangxi is strong.
Iron phosphate (new energy): Iron phosphate enterprises have improved profitability and increased production, while the demand for oxidant hydrogen peroxide continues to increase, with strong demand in central and southwestern China. Municipal sewage and water treatment: Autumn maintenance has ended, and the demand for water treatment chemicals has resumed.
Caprolactam and HPPO epoxy propane: Although there have been improvements, the overall production rate is not high, and procurement is based on immediate use without large-scale stockpiling.
Printing and dyeing textiles: flat demand, limited contribution to the market.
The overall mentality of the downstream is cautious, with very few long orders locking in goods and more short-term rigid demand. The sustainability of the upward trend is constrained by downstream acceptance.
This round of price increase is driven by demand, not by raw material costs; Hydrogen peroxide has a short storage period, downstream does not stockpile, the market has strong pulse, rises quickly, and is also prone to pullback.
Analysts believe that after the National Day holiday, the pressure on hydrogen peroxide supply will ease, and there will be an increase in terminal rigid demand, indicating that there is still room for further growth in the future market.

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After the sharp rise in ethylene oxide prices in September, there is limited room for further upward momentum in the market

The price of ethylene oxide will soar in September 2026. As of September 24th, the average market price of epoxyethane in China was 9700 yuan/ton, a significant increase of 27.63% compared to the market average price of 7600 yuan/ton at the beginning of the month (9.1).
On September 24, 2026, the mainstream market ex factory listing prices for ethylene oxide in various regions of China are as follows: the ethylene oxide market in East China is priced at 9200-9700 yuan/ton for external transactions; The listed price of ethylene oxide in the South China market is 9600-9700 yuan/ton; The listed price of ethylene oxide in North China is 9500 yuan/ton; The listed price of ethylene oxide in the central China market is 10100 yuan/ton.
Reasons for the significant increase in ethylene oxide prices in September 2026
The price of ethylene oxide surged in September, reaching a new high for the year; The main reason is the conversion of the co production unit to ethylene glycol, which has led to a proactive reduction in the production of ethylene oxide. In addition, the maintenance of the unit, the increase in ethylene costs, and the replenishment during the peak season of Jinjiu have also been combined.
Specifically, on the supply side, ethylene oxide and ethylene glycol are part of the same ethylene oxidation unit, and product selectivity can be adjusted to allocate production between the two. In early September, ethylene glycol was driven by the Middle East region and low inventory, resulting in significantly better profits than ethylene oxide; The refinery actively adjusted the process to produce more ethylene glycol and less commodity ethylene oxide, directly causing a rapid decrease in the supply of ethylene oxide in the market. At present, the industry’s operating rate is only 51.8%, which is at a relatively low level; It’s not a shutdown of the equipment, but a switch in product structure, which compresses the production of ethylene oxide, shrinks the circulation of spot goods, and rapidly depletes inventory. From the perspective of device status, multiple sets of ethylene oxide supporting devices are undergoing centralized maintenance, resulting in a loss of ethylene oxide production capacity. Upstream ethylene prices have risen by over 20% from August to September due to disturbances from crude oil and imports from the Middle East. The cost of raw materials for ethylene oxide factories that extract ethylene has also increased, forcing some ethylene extraction companies to reduce their production and further decrease their ethylene oxide output. Part of the MTO route’s ethylene oxide plant has been hindered by the rise in methanol prices, resulting in limited operation.
On the demand side, during the peak season of September, individual water reducing agents are the main driving force. Downstream polycarboxylate superplasticizer monomers (infrastructure/concrete), non-ionic surfactants, ethanolamine, polyether, ethylene glycol ether, etc. In September, the construction of infrastructure will be rushed, and the monomer production of polycarboxylate superplasticizer will increase and actively replenish, which is the main incremental demand for ethylene oxide; The monomer itself also increases in price synchronously, accepting high priced ethylene oxide raw materials; Ethanolamine production remains at a high level; Stable demand for daily necessities and daily necessities; There is a fear of price increases in downstream stocking, amplifying spot grabbing, and pushing up the listing price (Sinopec has repeatedly raised the listing price for ethylene oxide). However, there is structural differentiation and weak downstream transmission, and new orders placed at high prices are gradually cautious, which is also a constraint on the weak rise of ethylene oxide in the future.
On the cost side, the situation in the Middle East has pushed up the costs of crude oil and ethylene, causing the entire ethylene industry chain to shift upwards; At the same time, the market’s risk appetite has risen, the overall valuation of chemical products has increased, and the sharp rise in ethylene glycol has driven the sentiment of the entire ethylene oxide industry chain.
Forecast of the future market for ethylene oxide

Short term high volatility of ethylene oxide, with limited room for further upward movement. The main reason is that the supply gap caused by the switching of co production units is difficult to quickly repair in the short term, the peak season for water reducing agents is still ongoing, the inventory of spot goods is low, and Sinopec has a strong willingness to raise prices through listing; If the Middle East continues to experience geopolitical turbulence and ethylene continues to strengthen, there is still a chance for ethylene oxide to pulse. However, ethylene glycol has started to decline, and the profit of ethylene glycol has fallen, which will weaken the motivation of the plant to continue to “reduce production of ethylene oxide and fully produce ethylene glycol”; The high price of ethylene oxide has suppressed downstream demand, and the marginal demand for end use concrete of water reducing agents has weakened. The willingness to purchase goods at high prices has decreased, and negative feedback from downstream is gradually emerging.

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Strong demand leads to an increase in activated carbon prices

At the beginning of the week, the price of activated carbon was 12400 yuan/ton, and over the weekend, the price of activated carbon was 12433/ton, with a price increase of 0.27%.
The prices of domestic coconut shell activated carbon manufacturers have stabilized and become stronger this week. The ex factory price of activated carbon for coconut shell water purification in East China is between 9500-13000 yuan/ton. The price of upstream coconut shell carbonization materials is firm, coupled with rising import logistics costs and tight raw material supply in Southeast Asian major producing countries (Indonesia, Philippines), which has pushed up the cost bottom line.
Wood charcoal (such as phosphoric acid based wood charcoal) remains weakly stable, with limited demand release during peak seasons. Downstream stocks are replenished as needed, and some factories offer discounts and promotions; Bamboo charcoal has slightly increased in some areas due to the linkage of coal and charcoal prices in the local market, but buyers need to follow up and support it.
Prediction: The domestic supply of coconut shell activated carbon raw materials is tight, and it is expected that the price of activated carbon will mainly fluctuate and strengthen in the short term.

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