1、 Price trend
According to the data of the bulk list of the business community, aniline was stable and small this week. On June 10, the price in Shandong was 11700-11930 yuan / ton; The price of aniline in Nanjing is 12500 yuan / ton; On June 17, the price in Shandong was 11700-11930 yuan / ton; The price of aniline in Nanjing was 12500 yuan / ton, which was flat compared with last week and increased by 29.23% compared with the same period last year.
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2、 Analysis and comment
On the cost side, pure benzene: crude oil and pure benzene in the outer disk fell broadly, and the external information guidance weakened. The centralized maintenance period of domestic pure benzene enterprises is coming to an end, and Jiujiang Petrochemical’s new pure benzene capacity is put into operation; East China port inventory showed signs of warming, and the supply side increased. Downstream styrene and other products lost profits. Under the pressure of cost, some units were shut down and reduced in demand. Multiple negative drag, pure benzene fell this week. On Friday (June 17), the price of pure benzene was 9400-10000 yuan / ton (the average price was 9851 yuan / ton), which was 1.34% lower than last week and 27.1% higher than the same period last year.
Nitric acid: domestic nitric acid rose this week. On June 10, the domestic production price of nitric acid was 2800 yuan / ton, and on June 17, it was 2883.33 yuan / ton. The price increased by 2.98% compared with last week and 25.36% compared with the same period last year.
Pure benzene continued to weaken, but the price was still at a high level. The price of nitric acid rose, and the cost pressure of aniline remained. The price followed the price of raw materials. At present, the inventory level of aniline enterprises is normal, the factory mainly delivers goods, and the demand is normal.
3、 Aftermarket expectation
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On the cost side, in terms of pure benzene, the supply increases and the demand weakens. It is expected that pure benzene will still fall.
In terms of nitric acid, the recent shipment of nitric acid is good, and the price of nitric acid is expected to rise.
Pure benzene may still fall, and aniline’s profit margin may increase; The downstream gas buying is acceptable, and the trend of aniline is expected to be stable. Pay attention to the trend of raw materials, downstream demand and the impact of aniline plant dynamics on aniline prices.
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