This week, the domestic BDO market atmosphere recovered in a narrow range. There is a lack of obvious guidance on the news surface, and traders and downstream users are more cautious and wait-and-see, and seldom hear about actual orders; The inventory of production enterprises is average, and most of them have the intention to support the price; However, the market of spandex, the main downstream product, fell, and the operating rate of the device fell. The downstream gas buying was light, which suppressed the market trend.

According to the sample data monitored by the business club, from June 2 to 9, the domestic BDO market price rose from 22440 yuan / ton to 22480 yuan / ton, with a weekly price increase of 0.18%, a month on month decrease of 5.15% and a year-on-year increase of 14.69%. In terms of market price, 22300-22400 yuan / ton of spot bulk water in East China was negotiated by the mainstream; The mainstream negotiation of spot bulk water in South China is 22400-22500 yuan / ton.

In terms of upstream raw materials, raw calcium carbide: the domestic calcium carbide market has been reduced regionally. The price of Wuhai was adjusted at a low level. As the planned maintenance in the later stage is approaching, the bearish attitude of calcium carbide remains unchanged.

Comparison chart of calcium carbide (upstream raw material) -bdo price trend of business agency:

In terms of methanol, this week, due to the original macro driving force and the high cost of coal, methanol rose slightly in a narrow range, but the overall demand was low, so it was difficult to have large fluctuations in the short term. Overall, the BDO cost side is generally supported.

Comparison chart of methanol (upstream raw material) -bdo price trend of Business Club:

In the downstream industries, except for the PBT demand follow-up, other performances are average. At present, the main downstream PTMEG spandex market and construction are weak, which has a great impact on the mentality of BDO operators. The downstream market entry purchase intention is not strong, and the bargaining mood is enhanced.

In terms of devices, Xinjiang Meike phase I 60000 T / A, phase II 100000 t / A and phase III 100000 t / a devices have been overhauled in turn since May 27 and are expected to be overhauled in early July. The current load of Xinjiang Tianye 30000 ton unit and three sets of 60000 ton units is 60-70%. The 30000 ton and 100000 ton BDO units of Shaanxi Shanhua Chemical Co., Ltd. are in stable operation.

The factory intends to support the price, but the downstream demand of the terminal has not significantly improved. BDO analysts of business agency predict that the domestic BDO market is mainly on the sidelines.