I. Focus Points:
Pure benzene: International oil prices stay firm underpinned by geopolitical risks, providing cost-side support to pure benzene. Market supply has increased notably while demand growth remains limited. However, short-term cost support is competing with expectations of weaker supply-demand fundamentals. Prices are expected to consolidate at high levels today.
II. Price Table
| Region | Sep 8 | Sep 7 | Change |
|---|---|---|---|
| East China | 13320 | 13720 | -400 |
| Shandong | 13100 | 13500 | -400 |
| Notes: | |||
| 1. East China prices above are ex-works prices including tax, paid by acceptance; Shandong prices are ex-works spot cash prices. | |||
| 2. The two listed prices are point-in-time prices from the two weeks prior to the current week, not weekly averages. | |||
| 3. Change is a period-on-period change. |
III. Data Table
| Aniline Industry Supply-Demand Data | ||||
|---|---|---|---|---|
| Data Type | 2026/9/3 | 2026/8/27 | Change | Next Week Outlook |
| Capacity utilization | 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 is the ratio of output from production facilities to capacity, reflecting production activity. | ||||
| 2. Production profit margin is an industry-level metric reflecting overall profitability in mainstream regions, calculated as industry profit as a share of the average price. | ||||
| 3. Output is the weekly production of the domestic aniline industry, unit: 10,000 tons. |
IV. Market Outlook
Earlier, aniline prices were supported at high levels. Some downstream buyers turned weaker in their purchasing sentiment. Combined with maintenance shutdowns at major downstream facilities, bearish signals spread across the market. Sellers mainly focused on destocking and actively offered price concessions to boost sales.
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