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Acetone Monthly Report (202607)

ECHEMI Info 2026-08-03
In July 2026, Jiangsu acetone averaged CNY 5,567/t, down 8.11% MoM. Output fell to 253,600t (-12.13%), capacity utilization at 66.42% (-11.70pp). 11 units under maintenance, losses of 104,200t. Margin stayed negative at CNY -784/t (-4.95%). Supply contraction outpaced demand decline. Ahead, supply recovery and weak downstream demand may continue pressuring prices.
<div style="max-width:800px;margin:0 auto;font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Arial,sans-serif;color:#333;line-height:1.8;font-size:15px;padding:0"> <div style="padding:20px 6px 0px;border-bottom:1px solid #eee"> <p style="font-size:11px;color:#999;margin:0 0 10px 0">Quick Navigation: Overview | Supply-Demand | Cost &amp; Profit | Supply | Demand | Inventory | Import &amp; Export | Market Outlook</p> <h3 style="margin:0 0 12px 0;font-size:20px;font-weight:600;color:#D51A1C;border-left:4px solid #D51A1C;padding-left:10px">Market Logic</h3> <p style="margin:0 0 10px 0"><strong>①</strong> In July, China's acetone monthly production was 253,600 tons, down 9.31% year-on-year, down 12.13% month-on-month.</p> <p style="margin:0 0 10px 0"><strong>②</strong>In July, China's phenol-ketone enterprise average profit was -784…</p> </div> </div>
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