Epoxy resin continues to be strong

Today the market price of ring chlorine has weakened slightly. Although there is news of the resumption of production and new market supply, there is also support for the high cost of glycerin (market sources revealed that 99.5 refined glycerin is nearly 9,000 CNY/ton, and it is not impossible to follow up tens of thousands). The total price is expected to come and go. No harm to the overall situation. The BPA market is stable and quiet, continuing the level of last weekend. The supply and demand flow is not large, but the holders are calm and not in a hurry.

The liquid resin market is as expected by the weekend public account: "The market price will be stable and firm next week at least." Although the cost of resin is the same as last week, the price has indeed moved steadily.

Stable is that there are no goods at the price. Some factories use the "replacement" operation for shipments, that is, the high price is first issued, and the low price is issued later (some factories immediately have high prices and no goods can be shipped); what is moving is that some factories are the first few The sky went down, and today it has risen again, returning to the original price (the price difference between the high and low prices is about 800 yuan ton); some factories have actually increased the price (raising 500 CNY/ton). All these actions are summed up as "out of stock + expectation of rising costs."

It’s not easy to find low prices in Yiwu, Zhejiang. It is rumored that Huangshan Solid also took action today. Some quotations have risen by 500-1000 CNY/ton. Is it true that the price has fallen back and has risen again?

The lack of stock in the market this month is an ironclad fact. This is also related to the abnormal production of a large factory in the recent stage. The load is not high and the output is insufficient. Is the dual-material spot market also affected by it?

Epoxy downstream users should be opportunists. Some of the factories’ downgrades are your chance a few days ago. It’s right for you to replenish the stocks according to the wind. Don’t worry if there is no replenishment. I think it’s still too late. The market will not always be this calm.