Author: Longbow
First in the official account: composite community (ID:frp009)
In the early morning, the circle of friends was swiped by a news of price rise.
Picture / circle of friends of Longbow
There are 290 o-benzene resin, 190 DC resin, 500 artificial stone / quartz resin, 510 pultrusion resin, 430 resin for winding structure layer, 280 resin for winding m-benzene lining, 240 NPG resin and 630 DPG resin.
All the price indexes rose by a large margin.
The cost of resin rose sharply, and the market price was raised by 200-300 yuan again.
It is reasonable that the price of crude oil keeps going down in the near future, and the cost of chemical raw materials should also go down. How can it rise sharply instead? If something goes wrong, there must be a demon.
Figure / network
There is a point mentioned in this news: the mask industry chain is wildly hyped, and the prices of some raw materials are soaring. If you have paid a little attention to the mask market, you should know that last week was the craziest week in the mask market.
Under the severe impact of foreign epidemic situation, masks are still in short supply, especially N95 and medical masks exported. The key material of the mask, the melt blown cloth, was fired from more than 20000 tons at the beginning to more than 450000 tons, and fell back to about 150000 a few days ago, but it has skyrocketed recently, and the actual transaction price has reached 700000 +.
Under the influence of this crazy atmosphere, all materials related to masks are soaring. Melt blown cloth, non-woven fabric, electret masterbatch, initiator, peroxide
Whether it is melt blown cloth or non-woven cloth, the main raw material is PP, which is polypropylene. Therefore, the price of PP material is the first to bear the brunt, and it's rocketed to the sky.
The main raw material for PP production is propylene with molecular formula C3H6.
Figure / network
Propylene is the basic raw material of three major synthetic materials, mainly used in the production of polypropylene, acrylonitrile, isopropanol, acetone and propylene oxide. If you look at the relationship diagram, you will know the importance of its status in the Jianghu. There are many children.
Figure / network
A butterfly in the Amazon rainforest of South America, occasionally flapping its wings, can cause a tornado in Texas two weeks later. Besides, the storm is right at the door.
Just so-called, pull a hair and move the whole body. The sharp increase in demand in the short term suddenly raised the market price of raw materials in the sector. But after the passion?
In the face of the chaos in the mask market, the relevant departments have been taking action to crack down on speculation and profiteering, and directly shut down factories that do not meet the production standards, involving direct arrest of illegal acts.
Domestic Sinopec, PetroChina and other enterprises also shoulder the responsibility of large enterprises, timely adjust production lines, expand the production of products in short supply, and stabilize market prices.
In contrast, the price of light crude oil for May delivery on the New York Mercantile Exchange fell below $15 a barrel on the evening of the 19th.
At present, the price of departmental raw materials is still high. But I believe that under the superposition of multiple favorable factors, it will return to rationality as soon as possible. This time, the price of resin soared, which can be said to be lying in the gun.
We suggest that we should be cautious in the face of changes in the market and not blindly pursue the high. The epidemic situation is still severe, and the market demand at home and abroad is relatively low. With the continuous deterioration of foreign trade exports, the impact on domestic enterprises will be obvious, and the follow-up market is not optimistic.
After the ebb tide, the naked swimmers will be clear.
Man of the long bow
(source: composite community)
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