In October 2026, East China aniline averaged CNY 16,231/t, up 16.43% MoM; North China CNY 16,087/t (+16.22%), hitting a new intra-year high. Output rose to 377,800t (+2.50%), utilization at 83.47%. Concentrated northern maintenance tightened marketable supply ('tight goods, rising prices'). Profit widened to CNY 4,544/t (+42.18%). Sept exports fell to 32,713t (-21.38%). For November, restarts and new capacity shift supply tight-to-loose. Price forecast: CNY 15,000-16,500/t.
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<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> Supply variables were concentrated, and the market shifted from tight to loose.</p>
<p style="margin:0 0 10px 0"><strong>2.</strong> High-price transmission was blocked, and the cost floor weakened.</p>
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<th colspan="6" style="background:#000;color:#fff;padding:8px 6px;text-align:center;font-size:13px">Table 1: Aniline and Related Products Monthly Price Overview (Unit: CNY/ton)</th>
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<th style="background:#000;color:#fff;padding:8px 6px;text-align:center;font-size:13px">Product</th>
<th style="background:#000;color:#fff;padding:8px 6px;text-align:center;font-size:13px">Region/Grade</th>
<th style="background:#000;color:#fff;padding:8px 6px;text-align:center;font-size:13px">Current</th>
<th style="background:#000;color:#fff;padding:8px 6px;text-align:center;font-size:13px">Previous</th>
<th style="background:#000;color:#fff;padding:8px 6px;text-align:center;font-size:13px">Change</th>
<th style="background:#000;color:#fff;padding:8px 6px;text-align:center;font-size:13px">Change %</th>
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<td style="padding:6px;border:1px solid #ddd;font-size:12px;text-align:center;">Benzene</td>
<td style="padding:6px;border:1px solid #ddd;font-size:12px;text-align:center;">East China</td>
<td style="padding:6px;border:1px solid #ddd;font-size:12px;text-align:center;">10,505</td>
<td style="padding:6px;border:1px solid #ddd;font-size:12px;text-align:center;">9,647.05</td>
<td style="padding:6px;border:1px solid #ddd;font-size:12px;text-align:center;">857.95</td>
<td style="padding:6px;border:1px solid #ddd;font-size:12px;text-align:center;">8.89%</td>
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<td style="padding:6px;border:1px solid #ddd;font-size:12px;text-align:center;">Aniline</td>
<td style="padding:6px;border:1px solid #ddd;font-size:12px;text-align:center;">East China</td>
<td style="padding:6px;border:1px solid #ddd;font-size:12px;text-align:center;">16,230.67</td>
<td style="padding:6px;border:1px solid #ddd;font-size:12px;text-align:center;">13,940.45</td>
<td style="padding:6px;border:1px solid #ddd;font-size:12px;text-align:center;">2,290.22</td>
<td style="padding:6px;border:1px solid #ddd;font-size:12px;text-align:center;">16.43%</td>
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