I. Key Points:
Pure benzene: There are still no signs of easing in the U.S.-Iran conflict, and Houthi armed forces have intensified attacks on Saudi oil facilities, increasing supply risks. ICE Brent crude futures for the November contract stood at 101.21, up 3.29 USD/bbl, a period-on-period increase of 3.36%. Yesterday, firm crude oil and price increases by major producers boosted market confidence, with some suppliers restricting volumes and holding back from selling. In the night session, pure benzene continued to rally, and it is expected to open higher and rise in the morning.
II. Price Table
| Region | Sep 10 | Sep 9 | Change |
|---|---|---|---|
| East China | 13270 | 13270 | 0 |
| Shandong | 13100 | 13100 | 0 |
| Remarks: | |||
| 1. In the table above, the RMB price for East China is the ex-works acceptance-bill price including tax, and the RMB price for Shandong is the ex-works cash price. | |||
| 2. The prices for the two periods are point-in-time prices for the two weeks prior to this week, not weekly averages. | |||
| 3. The change value is the period-on-period change. |
III. Data Table
Aniline Industry Supply and Demand Data Table
| Data Type | 2026/9/3 | 2026/8/27 | Change Rate | Next Week's Forecast |
|---|---|---|---|---|
| Capacity Utilization Rate | 80.22% | 72.83% | 7.39% | ↑ |
| Production Profit Margin | 29.14% | 31.99% | -2.85% | ↓ |
| Output | 8.2 | 7.44 | 0.76 | ↑ |
| 1. Capacity utilization rate is the ratio of production unit output to production capacity for producers, an indicator reflecting production. | ||||
| 2. Production profit margin is industry-level data reflecting the overall profitability of the industry in mainstream regions, calculated as the ratio of industry profit to average price. | ||||
| 3. Output is the weekly output of the domestic aniline industry, unit: 10,000 tons. |
IV. Market Outlook
Pure benzene rose sharply, and aniline profitability contracted markedly. As crude oil continues to strengthen, pure benzene will remain firm, and aniline profitability is expected to continue to shrink, with the market remaining in consolidation.
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