Large-scale electricity rationing across China, crazy price increases for various raw materials, the highest increase of 8,000!
The power outages in various provinces across the country are far more severe than imagined! Electricity is tight, power curtailment will continue, production capacity is limited, and raw material prices continue to skyrocket!
Shaanxi: Electricity rationing until the end of the year.
Ningxia: High-energy-consuming enterprises stop production for one month.
Sichuan: Suspend non-essential production, lighting, and office loads.
Henan: Some processing enterprises have limited power for more than three weeks. Chongqing: Some factories halted power production in early August, and the deadline is yet to be determined.
Guangdong: "Two stops and five stops" is not enough. There is a direct power outage for 4 days.
Shandong: Energy consumption dual control, power shortage for 9 hours a day.
Jiangsu: Forced to take a "holiday" for 20 days, with a power outage until October 8.
Zhejiang: Power outages for 20-30 days in the fourth quarter.
Yunnan: It is required to strengthen production control in key industries.
Qinghai: Received the national power rationing warning notice.
Xinjiang: Strictly control production capacity.
Guangxi: The Ministry of Industry and Information Technology issued a power saving notice.
Inner Mongolia: No longer approve new polyvinyl chloride (PVC) projects.
Anhui: There is a gap of 2.5 million kilowatts of electricity.

The information conveyed by the above content is very clear: the electricity gap is large, and the dual-high industry needs to strictly control production capacity. Due to the concentrated production capacity of upstream raw material manufacturers, they are relatively in a superior position and will inevitably raise prices in the face of prolonged downtime.
PVC has skyrocketed by 1450, please make an inquiry before placing an order!
Although the third quarter was the traditional off-season for PVC, the market price of PVC was not affected by this, but went up all the way!
This is mainly due to the impact of dual control and power curtailment. The raw material calcium carbide is not stable and the supply is limited. It is expected that the daily output of calcium carbide in the country will be reduced by more than 5,000 tons. Therefore, the overall production load of PVC will decline. Some ex-factory prices have risen sharply, and some manufacturers have directly closed the market without reporting!
Hanwha Ningbo: The 400,000-ton PVC plant has started normally, and the company’s pre-sale forward is basically completed. The current limited number of orders is received, and each brand is closed without reporting.
Sichuan Jinlu: About 60% of the PVC plant was started, the quotation on September 26 was raised by 100 CNY/ton, and the quotation on September 24 was raised by 300 CNY/ton.
Henan Haohua Yuhang Chemical Industry: About 70% of the 400,000-ton PVC plant has been started, the PVC quotation has been raised, the price of the 8 type is 12,000 CNY/ton, and the type 5/3 are temporarily out of stock.
Gansu Yinguang Chemical Industry: The 120,000-ton/year PVC plant will be overhauled on August 27. The original plan was for a period of 20 days. Currently, it is temporarily planned to drive this weekend. The company has no inventory, and the factory does not offer quotations.
Formosa Plastics Ningbo: 400,000 tons of PVC equipment is in normal production, and the pre-sales of the enterprises are the main ones. The vinyl materials S60/65/70 are not quoted for sealing.
Hanwha Ningbo: The 400,000-ton PVC plant is under normal operation. The company’s pre-sale in October will receive orders for the quantity within the time limit, and all brands will not be reported.
Qilu Petrochemical: The 360,000-ton PVC plant will be shut down for maintenance on July 31. The start-up time has been postponed, and the offer is not currently available.
Taizhou Liancheng: The output of the 600,000-ton PVC plant will be reduced by 70% due to the impact of electricity. There is no inventory. The sales of 60, 70, and 65 grades will be closed, and the offer will be negotiated.
Dezhou Shihua: The 400,000-ton PVC plant has not started much. On September 24, the price was raised by 500 CNY/ton.

PVC manufacturers are either skyrocketing or out of stock, and the market price is also rising!
In the short term, the policy impact continues and tightens, prices are likely to rise but hard to fall, and long-term curtailment is expected to slow, but curtailment in other regions still exists, and the intensity is expected to decline. Long-term PVC prices are expected to continue to remain high.
Soaring 8,000 yuan! The prices of various raw materials are increasing wildly!
▶ Qingyuan Shuangjiang raises the price of the big red pink series
On September 24, Qingyuan Shuangjiang Pigment Co., Ltd. issued a price adjustment notice stating that due to factors such as the production of oil-priced pigments-scarlet powder in the body and the sale of raw materials, the prices of raw materials have risen sharply and the supply continues to be tight and out of stock, which has caused the company to costly According to the company’s research and decision, the price of some products will be increased from September 25. 3132# Dahongfen is increased by 1,500 CNY/ton; 222# Dahongfen is increased by 2,000 CNY/ton; 3132B Dahongfen is increased by 2,000 CNY/ton; 3132BA Dahongfen is increased by 2,000 CNY/ton; Dyed paper red powder is increased by 2,000 CNY/ton.
▶ The price of all WACKER silicone products has been raised by about 20%
On September 23, WACKER issued a notice on the price increase of silicone products, stating that due to the unfavorable effects of the continuous sharp increase in raw material costs and the limited supply caused by power restrictions in some areas, WACKER Chemie had to start immediately. The supply of silicone series products will be limited and reduced, and the prices of corresponding products will be increased by about 20%.
▶ Dongfang Zirconium raised the price of related zirconium products by up to 6000
On September 23, Guangdong Dongfang Zirconium Technology Co., Ltd. issued a product price adjustment letter notice stating that in view of the continuous increase in the prices of various raw and auxiliary materials and the tight supply, it will increase the relevant zirconium price on the basis of the original price from September 24, 2021. Product sales price: zirconium oxychloride products (including mother liquor) will be increased by RMB 2,000/ton; zirconium dioxide products will be increased by RMB 6,000/ton. At the same time, the prices of other zirconium products of the company will be adjusted simultaneously.
▶ Baiyun Chemical implements limited supply
On September 22, Baiyun Chemical announced that due to the recent substantial increase in raw material prices and the extreme shortage of supply, in order to maintain and maintain the long-term stable cooperation between the two parties, the company will implement a limited supply of all products of the company from now on, and the price will be implemented. Single discussion.
▶ Foshan Jin Ge announced that flame retardants have skyrocketed by 8,000 yuan
On September 22, Foshan Jinge New Materials Co., Ltd. issued a price increase letter stating that due to the recent implementation of the "dual-carbon" policy and other factors, the cost of raw materials has been soaring, and decided to increase the prices of the following products on September 23:
The price of FA series and VKD series aluminum hydroxide increased by 500 CNY/ton;
The price of ordinary alumina of FAR series, DR series and GD-S series is increased by 600-1000 CNY/ton;
The price of FR series and FS series environmentally friendly flame retardants increased by 8,000 CNY/ton;
The price of FB series products increased by 1,000 CNY/ton;
The price of the GD-S series of high-efficiency and environmentally-friendly thermal conductivity materials has increased by RMB 1,000/ton.
▶ Titanium dioxide enterprises collectively raise prices again by 1,000
On September 22, Guangxi Shunfeng issued a price adjustment notice stating that from now on, the price of the company's various types of titanium dioxide will be increased by RMB 800/ton from the original price.
Yunnan University said that due to the increase in the price of upstream auxiliary raw materials, the price of titanium dioxide has been raised by RMB 800/ton since September 23, and the export price has been raised by US$150/ton on the basis of the original price.
▶ DOMO Chemical raised the price of PA6/PA66 and its raw materials
On September 17, the world's leading nylon producer Domo Chemical announced that the price of PA6/PA66 and its raw materials will be increased from October 1st, with an increase of between 1,000-3,000 CNY/ton.
▶ LANXESS increased the prices of PA66, PA6, PBT, and hexanediol by a maximum of 6000!
On September 22, LANXESS China issued a price increase notice stating that due to factors such as rising costs and continued tight supply of raw materials, it has decided to increase the prices of PA66, PA6, PBT and other products from October 1st, with a maximum increase of 6000. Yuan / ton!
On September 17th, LANXESS announced that due to the continuous increase in energy costs in the past few months, it is increasing the price of 1,6-hexanediol (HDO) globally by 300 euros/ton (approximately 2272 yuan). /Ton).
With the influence of factors such as the traditional peak season of the Golden 9th and the Silver 10th and power cuts and blackouts, the production of a variety of chemical raw materials has been reduced, the shortage of goods crisis has become prominent, and the subsequent market situation will be more severe!
2026-08-19
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