The domestic aggregate MDI market continued to decline, and the monthly listing prices of major manufacturers were successively announced, all of which were reduced; The weekly guideline price of Shanghai factory has also been reduced, but the supply of goods is scarce. Mainstream dealers offer according to the market and negotiate shipment; End customers in the distribution market are approaching the end of the year, focusing on just needed procurement; Recently, the epidemic situation has been repeated, and the downstream industries affected in some regions have been suspended. Short term aggregate MDI market atmosphere is weak.

According to the sample data monitored by the business community, from November 26 to December 3, the market price of domestic aggregated MDI fell from 19600 yuan / ton to 19060 yuan / ton, with a decrease of 2.76% in the cycle, 8.66% month on month and 1.37% year-on-year.

Summary of domestic aggregate MDI market as of December 3:

Region, Wanhua goods, Shanghai goods

North China and Shandong 18700-18800 yuan / ton 18000-18100 yuan / ton

East China 18700-18800 yuan / ton 18000 yuan / ton

South China 18800 yuan / ton 18000 yuan / ton

Summary of domestic aggregated MDI traders as of December 3:

enterprise ., Model, price

Nanjing Tanqing Trading Co., Ltd Each model 19500 yuan / ton

Guangzhou Boshun Chemical Co., Ltd Shanghai Material 18800 yuan / ton

Shandong Bosu New Material Co., Ltd Wanhua material 19000 yuan / ton

Shandong Bosu New Material Co., Ltd Shanghai Material 18800 yuan / ton

Linyi Shijia Trading Co., Ltd Wanhua material 19000 yuan / ton

Affected by the newly discovered new crown variant strain, crude oil prices continued to fall, lack of confidence in the external market, and prices fell. The price of crude oil and styrene fell, and the price of pure benzene continued to fall this week.

Comparison chart of pure benzene (upstream raw material) – polymerized MDI price trend of business society:

Aniline: the price of aniline stabilized after falling this week. On November 26, the price of aniline in Shandong was 11000-11240 yuan / ton and that in Nanjing was 11200-11300 yuan / ton; On December 3, the price in Shandong was 9200-9380 yuan / ton; The price of aniline in Nanjing was 9300-10300 yuan / ton, down 16.82% from last week, up 16.88% from the beginning of the year and up 20.7% from the same period last year.

Comparison chart of aniline (upstream raw material) – polymerized MDI price trend of business society:

In terms of enterprises, Yantai Wanhua 1.1 million T / a plant operates normally; Ningbo Wanhua 1.5 million T / a plant phase I stopped on November 27 for 45 days; Phase II will stop on December 11 for 45 days. The 600000 T / a unit of Shanghai keschuang operates normally; The 380000 T / a unit of Shanghai Huntsman operates normally; Shanghai BASF 220000 T / a unit operates normally; Chongqing BASF 400000 T / a unit operates normally, and East Cao Ruian 80000 T / a unit operates normally.

In the future, business community aggregation MDI analysts expect that the domestic aggregation MDI market is depressed and mainly sorted out.