Since the second half of the chemical raw materials, the chain of epoxy resin gains are still relatively strong, of which the most significant increase is the epoxy resin, especially the liquid epoxy resin, or even much larger than the solid epoxy resin, followed by epoxy chlorine Propane, the market supply situation From the current situation, the short-term fear is difficult to alleviate the market upward probability of a higher raw material bisphenol A due to Thailand's anti-dumping sanctions and other favorable factors, the overall market price is also varying degrees The rise.
The domestic epoxy resin market has shown a rising trend since the third quarter, and the market price has pushed all the way. At present, the price has created a new high since 2012. And the profit level of the factory is good, especially the liquid resin, and the profitability is even higher At the moment, according to the average price of raw materials for the month, liquid resin profit has reached 4400 yuan / ton, while solid resin profit is around 1,100 yuan / ton. The difference in liquid resin and solid resin profitability is still obvious.
Since entering the fourth quarter epoxy resin has been at a high level, pushing up the intention to unabated, the cost side of a strong impetus to actively follow up with the raw material offer up, so far the current part of the liquid epoxy resin business has now reached 28,000 yuan / ton , While the solid epoxy resin factory offer has reached 20,000 yuan / ton in the vicinity, but there is still the possibility of breaking up.
At present, the supportive factors of the current high of double raw materials are more obvious, and the cost function tends to be stronger. The market of epoxy resin is more obvious, of which the promotion of epichlorohydrin is more obvious.
In addition, the domestic environmental protection efforts have been intensified and the production scale in areas such as Huangshan has been limited. The 2 + 26 cities in Beijing, Tianjin and Hebei and surrounding areas have strict control over winter air pollution. With the implementation of specific measures such as emission reduction, the overall start- Whether epoxy or epichlorohydrin, the current market sources are relatively tight, short-term upstream and downstream to enhance the overall plant load is more difficult, chemical raw materials, epoxy resin tight market prices, so a higher probability of upward.