According to the sample data monitored by the business agency, the domestic BDO market price was 7880 yuan / ton at the beginning and end of the week, down 4.60% month on month and 14.35% year-on-year.

This week, the domestic BDO market is weak and deadlocked. The whole line of Meike has been restarted, and the load is increasing slowly; however, the whole line of Tunhe river has been shut down for maintenance and Kaixiang in the same period due to the device problems, and the start-up load in the site has no obvious change and continues to operate at a relatively low level. The supplier has a strong attitude to support the market, the offer is stable and upward, and some manufacturers control sales to stimulate downstream buying. However, the downstream response to this is flat, the operating rate of various industries is flat compared with the previous period, and the early stage inventory is mainly digested. The contract negotiation is relatively stable, and a small number of just needed spot positions are replenished. The lower reaches are in conflict with high prices, and large orders negotiate to depress prices; the main suppliers and demanders are in a dilemma of ups and downs in the focus of negotiations.

In terms of the plant, this week, Meike restarted on July 5, and the load was slowly increasing; Tunhe was shut down for maintenance on July 5; Kaixiang planned to shut down for maintenance on July 10 due to device problems; Tianye phase I 30000 ton unit was shut down for maintenance on May 18, and the restart time was not determined; Dongyuan, Ronghe and Xinye were shut down for repair, and the restart time of the other device was uncertain; the load of Hemei No.1 plant was 80%, and the restart time of the other device was uncertain; and The cat will be stopped for maintenance on June 25, with an estimated 20 days; Panjin Dalian will be stopped for maintenance on June 10 to the middle and late July.

In terms of raw materials, methanol prices have been strong this week, and the overall transaction is still active. Yankuang Yulin 1.3 million ton methanol plant in Shaanxi Inner Mongolia region has been shut down since July 6. Cathay Pacific and jinchengtai continue to maintain maintenance status, Xinao and Rongxin maintain low load operation, the upstream supply is significantly reduced, the factory’s delivery pressure is small, and the production and sales balance is maintained in the week. In the second half of the week, the new price of the southern line is pushed in a narrow range, and the transaction of new orders is less than that at the beginning of the week.

Calcium carbide: the regional performance of domestic calcium carbide market is obvious this week. In terms of supply, Ningxia and Wuhai are in sufficient supply, with a reduction of 30-50 yuan / ton. Under the influence of limited power supply and cost pressure, the starting load is low and the supply capacity is reduced. In terms of demand, Shaanxi Province has sufficient and stable goods, Henan Province has a positive purchase, and the arrival volume is at a low level. North China, affected by the supply contraction in the Wumeng region, has a positive purchase.

Downstream: PBT: the load of Kaixiang, Tunhe, Changshu Changchun and Wuxi Xingsheng is about 50%; Meizhou Bay, Shandong weijiao and Meiyuan units are in normal operation; Kanghui two lines are about 60%; Yizheng Chemical fiber is about 60%. A 60000 ton production line is planned to be overhauled on July 15, with an estimated 20 days. PTMEG: the load of supporting PTMEG is about 60%. External mining plant: Xiaoxing load is about 60-70%; Sanlong full load operation.

At present, the factory is still in a state of loss. Meanwhile, the start-up on the floor is low. Under the willingness of suppliers to make profits, the offer is firm and the sales volume is controlled. The downstream load is also low, and some PBT factories have production line maintenance plan in mid July, so the demand may be reduced slightly, and the demand side support is insufficient. At present, the basic news is flat and lacks effective guidance. BDO analysts of business agency predict that the consolidation of domestic BDO market in the short term will be the main trend, and there is no rule out that there may be a small push up, focusing on the change of mentality of the supply and demand side.