1、 Price trend:
According to the data of business club’s block list, PA6′s domestic market in early July showed a positive trend, with spot prices generally rising. As of July 9, the mainstream offer price of the sample enterprises for CNMC 2.75-2.85 was about 15000 yuan / ton, with an increase of 2.97% compared with the average price at the beginning of the month and 23.29% compared with the same period last year.
2、 The influencing factors were analyzed
Upstream caprolactam, the current market to undertake the end of June supply side favorable pattern, the current supply is still relatively tight. The operating rate of domestic caprolactam production enterprises remains at about 60%, and the recent overhaul, production recovery and transformation of the unit are still in progress. In terms of raw material pure benzene, domestic inventory decreased rapidly after short supply at the end of the month. In addition, the improvement of automobile transportation in Shandong is limited, and the supply is also tight. Although the recent rise narrowed or even callback, the spot price is still strong on the whole. Multiple supply side bullish, caprolactam price trend is expected to be strong in the short term.
At present, the overall operating rate of domestic PA6 polymerization plant is about 60%, and the supply side is good for conventional spinning and chip products. Among them, nylon filament load 80% is relatively high, and the benefit is not obvious. The raw material caprolactam was stronger at the beginning of the month, the cost support of PA6 was strengthened, and the price rose with the upstream. However, the acceptance of high price goods in the downstream is poor, and the market trading is still dominated by contracts. Terminal factory purchase operation is cautious, just need to replenish with take.
3、 Future forecast:
Analysts of business news agency think: in early July, upstream caprolactam of PA6 continued to strengthen, while PA6 was supported by cost side, its operating rate continued to decline, which was affected by the positive supply side. However, the purchasing of downstream enterprises has cooled down, the high price of goods on the floor is not smooth, and there is a strong wait-and-see mentality on the floor. PA6 spot price is expected to narrow in the short term.
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