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Aggregate MDI: But the pity is repeated, the audience is melancholy

 Last Update: 2022-08-25
 Source: Internet
 Author: User

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Since the factory announced the new moon policy one after another last weekend, Zhongyu has analyzed that the pace of the factory is different this month, and the market outlook may not continue to improve, and the above content is further verified from the micro market situation last week

After the factory's new moon price was announced high at the weekend, it temporarily stopped the bearish atmosphere in the market.
The high settlement and low supply of the northern factory in the first half of the month caused the industry to worry about the high cost of future sources, and the low price quickly disappeared.
After the weekend fermentation, it rushed to 19,000 yuan/ton on Monday in one fell swoop

At present, Wanhua continues the policy of high supply and low supply; Covestro also maintains high price and low supply during the overhaul of the plant; BASF plant is unlikely to increase supply before production resumes due to sudden failure; Huntsman plant self-overhaul has ended After maintaining high-load operation, the supply is relatively sufficient

Therefore, there is still a lot of support for the market in terms of current factories.
However, in the context of weak demand, this support for the market may only be reflected in the price of a temporary stop

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