I. Key Focus Areas:
Pure Benzene: The disruption of Saudi crude oil pipeline transport, coupled with sustained pressure from Houthi rebels exacerbating supply risks, has driven market sentiment. ICE Brent futures for the November contract rose by USD 1.07/barrel to close at 105.68, a week-on-week increase of +1.02%. Crude oil prices remain firm due to Middle East geopolitical tensions, providing support to pure benzene via both cost and supply fundamentals. Market transactions were active yesterday, and prices are expected to continue fluctuating at high levels today.
II. Price Table
| Region | Sep 15 | Sep 14 | Change |
|---|---|---|---|
| East China | 13,770 | 13,770 | 0 |
| Shandong | 13,600 | 13,600 | 0 |
| Notes: | |||
| 1. Prices for East China (CNY) are ex-factory, acceptance bill inclusive of tax; prices for Shandong (CNY) are ex-factory, cash payment. | |||
| 2. The two price points refer to spot prices from the previous two weeks prior to this week, not weekly averages. | |||
| 3. Change values represent period-over-period fluctuations. |
III. Data Table
| Aniline Industry Supply-Demand Data | ||||
|---|---|---|---|---|
| Metric | 2026/9/10 | 2026/9/3 | Change Rate | Next Week Forecast |
| Capacity Utilization Rate | 81.15% | 80.22% | 0.93% | ↑ |
| Production Profit Margin | 23.46% | 29.14% | -5.68% | ↑ |
| Output | 8.29 | 8.2 | 0.09 | ↑ |
| 1. Capacity utilization rate reflects production levels, calculated as the ratio of actual output to installed capacity. | ||||
| 2. Production profit margin is industry-wide data reflecting overall profitability in mainstream regions, calculated as the ratio of industry profit to average price. | ||||
| 3. Output refers to the weekly domestic aniline industry capacity, unit: 10,000 tons. |
IV. Market Outlook
Tight spot supply combined with strong cost performance indicates robust fundamentals for the aniline market. Short-term trends suggest continued consolidation at elevated levels.
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