It is expected that the phenol industry chain market will be dominated by high and strong shocks
2023/8/1
In July, the price of phenol industry chain rose resonantly
In July, the price of phenol industry chain formed a resonant rise pattern. Compared with the rise of upstream pure benzene and propylene, the rise of phenol and acetone far exceeded the cost. Among them, the monthly average price increases of phenol and acetone were 9.65% and 12.32% respectively. . On the one hand, the price of both upstream raw materials has risen together, which has formed a certain positive drive for the downstream. On the other hand, although some parked phenolic ketone plants have resumed and restarted one after another during the month, the overall start-up has fallen short of expectations. At the same time, near the end of the month, the domestic phenolic ketone The unexpected maintenance plan of the device increased, and the contraction of the supply side drove the price to rise rapidly. Driven by the upward trend of upstream phenol and acetone prices, and the steady demand for downstream PCs, the average monthly market price rose relatively significantly.
The overall profitability of the industry has recovered
In July, the profits of phenol and the upstream and downstream industry chains rose and fell in different trends. Except for pure benzene enterprises, the losses increased, and the losses of other products eased compared with the previous month. On the whole, the profitability of propylene and bisphenol A companies is still good. Although the average monthly gross profit of phenol is still a loss, but near the end of the month, with the support of tight supply, the prices of phenol and acetone have both risen sharply. The theory of phenol and ketone companies Gross profit has turned from loss to profit. In comparison, the profit link of the industrial chain is still concentrated in downstream products.
In August, the phenol industry chain tended to be stronger
In August, it is expected that the phenol industry chain market will be dominated by high and relatively strong fluctuations. The supply and demand fundamentals of the phenol industry chain in August are expected to improve to a certain extent. At the same time, the cost support effect is still there. However, after the resonant rise of products in the industry chain in July, the terminal demand is generally at a high level, and there is a lag in the downward transmission of short-term costs. , The overall upward trend is limited, and the memory conduction in the stage is not smooth and the expectations are weak.
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