June by the chlor-alkali traditional consumer off-season, and exports limited the impact of negative factors, both liquid chlorine, caustic soda market entered a consolidation pattern. Mainstream domestic price of 30% of the ionic membrane caustic soda in early July 1200 to 1500 yuan (off 100 t price, the same below), the regional difference is still obvious, northwest and southern China post transaction price in the range of 1000 to 1900; liquid chlorine The mainstream price in 1100 to 1500 yuan. But because, introduced in May, "which called on the clean-up of high energy-consuming enterprises preferential tariff since June 1, will be limited to the implementation of the tariff class enterprise standard fare increased to 0.10 from the current 0.05 yuan per kilowatt-hour strong support for most of the domestic chlor-alkali enterprises began to capital preservation burdens, reduce downstream inventory, the recent market bottoms after Lu reversal dawn. Caustic soda into continuing the finishing stages
1 April, under the background of most of the domestic chemical products trend upward, caustic soda has maintained a relatively stable trend. May, affected by the international and domestic environment, most of the domestic chemical products appeared sharp drop phenomenon, the withering trading volume in the various types of products, caustic soda market but outshines bucked the trend. The transaction price of the South China even more than 2000 yuan, and other parts of the low-end price exceeded $ 1,200, and this year's high point. In June, with the arrival of the chlor-alkali consumption season, reducing the demand of the market, and suppression of the caustic soda market continues to pick up.
In addition, since July 15, China will cancel some steel, non-ferrous metal processing, high pollution and high energy-consuming class of chemical products and other 406 Tariff No. commodities in the export tax rebate. Therefore, Shandong, Jiangsu, Zhejiang and other major export export high concentration of liquid caustic soda orders dropped significantly, but also varying degrees of a negative impact on domestic caustic soda market, has been slightly lowered in parts of the business-to-high-end price. Resulting in chlor-alkali market have weakening trend, the finishing process is expected to continue, but not too substantial adjustments.
The liquid chlorine decline bottomed expect rebound
In June, the domestic market continued the trend of liquid chlorine in May, continue to shocks. By the early 5 year high of 2000 yuan to 7 early domestic fold 1100 yuan, in addition to Southern China, East China and other parts of the implementation of 1500 yuan high price, low price has dropped to below 800 yuan, a record low for the year. The main reason is the downstream PVC overall operating load compression, chlorinated paraffin, chlorinated methanes, propylene oxide, propylene oxide chloride and other chlorinated products prices down, chloroacetic acid and pesticide chlorine consuming products start load compress significantly increased the volume of liquid chlorine, leading to market goods. And because of the short PVC, ADC, epoxy chloropropane on chlorine demand nor the apparent volume of liquid chlorine, purchasing the pace slowed down, increase market wait-and-see psychology, present the turnover shrinking. Domestic whole to continue north south, finishing Su Liang pattern operation. Is expected in July will be the market bottom shock stage.
After finishing the inversion or dew dawn
By June, the cancellation of the preferential price effects, the high cost has become a fact of chlor-alkali enterprises. As the market continues to develop, caustic soda, liquid chlorine the " twins " being pressed to the limit, be restricted to produce support value is inevitable in chlor-alkali enterprises. It is understood, because the downstream enterprises wait-and-see atmosphere caused by the current procurement, is basic with the procurement mode, basic without much inventory. Once the domestic enterprises of large area down the load reduction, and downstream enterprises margin call market, the short-term will break the balance of domestic demand situation. In addition to market factitious hype phenomenon, the rally will be triggered at any moment. Therefore, the market finishing period is most likely to find the chance.
It is understood, the domestic high concentration liquid outlet long-term plans did not change, in digest some products to abolish export tax rebates and the shipping fee is high and other negative factors, export orders will still keep increasing trend, it is bound to promote the domestic low concentration of caustic soda stabilize to good. With phosphorus trichloride, chlorinated paraffin, epichlorohydrin and other chlorinated products of warmer, liquid chlorine demand in August will gradually increase, the market or will be in the bottom in the inversion of dawn. |
