Epoxy Resin Insulation
Today, the epichlorohydrin factory has no pressure on the spot, so it continues to promote the situation. The quotation of individual factories rose to 12,000 CNY/ton in a narrow range, and closed at 11,800 CNY/ton, an increase of 100 CNY/ton from the previous trading day; Bisphenol A Finished at a high level, spot resources are tight, and intraday phenol ketone prices are supported by the upward trend. Holders have no intention to sell low, and the offer is firm.
The price of dual raw materials is firm, and the offer of liquid resin factories is firm. Although the transaction is not as hot as the previous days, the willingness to sell is not strong. On the one hand, most of them received a wave of orders a while ago. At present, the delivery is tight, and the phenomenon of bargaining between each other is not obvious. On the other hand, August has not yet ended, and some orders in September have been received, but large quantities are still there. Later, it is necessary to give the market a stable observation period, so it is stable and small, and the upward and narrow fluctuations are mainly.
The temperature of LER has not decreased, but the market is relatively calm, and there is no long-short news. The downstream just needs to purchase in an orderly manner, and the resin factory is weak and light inventory. The temperature rise and fall may not be large in recent days, and it is more appropriate to belong to the thermal insulation state.
Market analysts believe that the current state is likely to maintain for about 10 days. At the end of the pre-order delivery stage, each factory is sprinting for orders in September. At that time, price changes can be judged from two aspects: first, whether the cost of dual raw materials can be supported; second, the actual market demand and traditional rigid demand pulling ability.
2026-08-04
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