Near the end of the month, the offer of epoxy resin is still high, mainly due to the influence of high raw material price. According to the monitoring data of business agency, since the end of September, the offer of liquid epoxy resin has been maintained at 20267 yuan / ton. Up to now, the listing value of domestic factories has been basically from 20500 yuan / ton. Among them, Baling Petrochemical plant is quoted at 20300 yuan / ton for normal operation, and other units are all Normal operation, full load and 80% operation are the main factors. In general, the start-up level of the unit is high.

After the bisphenol a market, one of the raw materials in September, surged to the highest point in the year, and then went down in a wide range at the end of the month. In the middle and late ten days, the market quotation of bisphenol A was up to 13000 yuan / ton. Near the end of the month, the on-site offer was mostly concentrated at 11700-11800 yuan / ton. After the 15th, domestic factories continuously raised the listing price, with the cumulative increase of 1000-1200 yuan / ton, which directly boosted the morale of traders, and traders were also closely following the upward holding companies They are confident, but the good time is not long. As the price keeps rising, the terminal conflict is obvious, and the stock preparation is gradually coming to an end. The high-end price offer has been maintained for one or two days and then rapidly turns downward. However, as a whole, the shippers still insist on the high-level offer, and the offers in North China and East China are in the range of 11600-11800 yuan by the end of the month/ Throughout the year, the price is still high, while the price of phenol / acetone at the raw material end fluctuates and is in a dilemma. The cost support of BPA to downstream is still strong. At present, there is a big divergence in the market for October. It is uncertain whether the bisphenol a plant of Zhejiang Petrochemical Company can be put into operation smoothly next month. The price is high before the festival, many bearish downstream users are short of stock, and there is still a small amount of replenishment after the festival. The short-term bisphenol a market is still supported. If the demand for terminal stock after the festival is insufficient and the Zhejiang Petrochemical plant is shipped, the negative factors in the market will increase Phenol A may enter the fast down channel.

Another important raw material epichlorohydrin market offer after a wide rise, the market at the end of the month narrow downward into a weak adjustment state, the first few working days of the market offer smooth and excessive, overall, the price is relatively high, the market wait-and-see atmosphere is strong. From the factory point of view, the propylene process epichlorohydrin cost was high during the week, mainly because propylene and liquid chlorine were at high level, the cost of propylene process increased significantly, and the orders delivered by various factories were mainly, there was no inventory pressure on spot, and there was a strong price sentiment in holding goods. The epichlorohydrin units in China basically operate normally. Except for the shutdown of Shandong Haili unit, other plants are in normal operation. Dongying Liancheng has a 7-10 day maintenance plan in October.

In terms of units, Changchun Chemical’s 150000 T / A, Nantong Xingchen 160000 T / A, Baling Petrochemical 70000 T / A and Jinan Tianmao units are in normal operation, and 80% of the 170000 T / a units in Yangnong Jinhu are mainly supplied to contract users; some factories are mainly orders or stable supply contract users, so there is no pressure on the market circulation of goods.

From the perspective of business agencies, the new single offer of resin factory remains high, but the operators are resistant to high prices, the high market prices are under pressure, and the short-term resin market is high-end finishing. The business association predicts that the epoxy resin market will run in the trend of high-level consolidation, and the upstream and downstream situation will be closely watched, and the short-term liquid epoxy resin will be strong in 20100-20400 yuan / ton.