① Raw Materials: East China ethylene oxide prices stood at 9,700 yuan/ton; domestic ethylene prices remained stable at 8,925 yuan/ton.
② Demand: Spot market saw limited release of rigid-demand orders; downstream procurement remained cautious.
Table 1: Summary of Domestic Polycarboxylate Superplasticizer Monomer Prices (Unit: Yuan/Ton)
| Market | Specification | 2026-10-20 | 2026-10-21 | Change Value | Change % |
|---|---|---|---|---|---|
| East China | EPEG | 10,000–10,200 | 10,000–10,200 | 0 / 0 | 0% / 0% |
| HPEG | 10,100–10,300 | 10,100–10,300 | 0 / 0 | 0% / 0% | |
| TPEG | 10,100–10,300 | 10,100–10,300 | 0 / 0 | 0% / 0% | |
| South China | EPEG | 10,200–10,300 | 10,200–10,300 | 0 / 0 | 0% / 0% |
| HPEG | 10,300–10,400 | 10,300–10,400 | 0 / 0 | 0% / 0% | |
| TPEG | 10,300–10,400 | 10,300–10,400 | 0 / 0 | 0% / 0% | |
| Northeast China | HPEG | 9,800–10,200 | 9,900–10,200 | +100 / 0 | +1.02% / 0% |
| EPEG | 9,800–10,200 | 9,900–10,200 | +100 / 0 | +1.02% / 0% | |
| TPEG | 9,900–10,300 | 10,000–10,300 | +100 / 0 | +1.01% / 0% | |
| Data Source: Chempricehub |
Today, domestic polycarboxylate superplasticizer monomer prices remained stable. Ethylene oxide supply in the spot market was steady, with no restarts from units under maintenance, keeping supply-side pressure manageable and prices stable. The ethylene market saw limited changes in supply and demand dynamics; derivative producers primarily executed existing orders, maintaining stable offers. Spot trading sentiment was moderate today, with prices holding firm. Fundamental support persists in the ethylene oxide market, leading monomer manufacturers to maintain price stability while reducing low-price inventory. Downstream users continued to purchase based on rigid demand. Consequently, the EPEG price in the key East China market is projected to remain at 10,000–10,200 yuan/ton for the next business day.
Today, the capacity utilization rate for the polycarboxylate superplasticizer monomer industry stood at 30.01%, a period-on-period decline. The gross profit margin for HPEG monomers was -484 yuan/ton.
For the next business day, domestic polycarboxylate superplasticizer monomer prices are expected to trend slightly stronger or remain stable. Key raw material ethylene oxide is likely to stay stable, as there are no significant increases in spot supply, providing support to the market. Downstream users are steadily consuming contract volumes. Currently, domestic ethylene supply is tight, with derivative enterprises mostly fulfilling prior orders or contracts, suggesting ethylene prices will run stably, offering cost-side support. In the monomer market, low-priced supplies have decreased. Downstream buying enthusiasm has not shown significant improvement, with procurement remaining driven by rigid demand and opportunistic purchasing at lower prices; transactions are negotiated based on volume. Overall, the EPEG price in the primary East China market is forecast to be around 10,000–10,200 yuan/ton.
① Ethylene Oxide (Raw Material): Ethylene oxide prices are expected to trade stably. On the supply side, previously shut-down units for maintenance have not yet restarted, resulting in tight supply in some regions and limited spot availability. On the demand side, major downstream industries are primarily taking delivery against existing contract orders, with limited new orders. On the cost side, domestic ethylene prices are stable; ethylene producers face no immediate export pressure, and spot ethylene availability remains tight. In summary, supply-side support remains intact, and ethylene oxide prices are expected to hold steady. Continued monitoring of upstream and downstream developments is recommended.
Table 2: Overview of Domestic Polycarboxylate Superplasticizer Monomer Data (Unit: 10,000 tons)
| Indicator | Release Time | Previous Period | Current Trend Forecast |
|---|---|---|---|
| Sellable Inventory Rate | Thursday 17:00 PM | -19.47% | ↗ |
| Weekly Output | Thursday 17:00 PM | 3.35 | ↘ |
| Capacity Utilization Rate | Thursday 17:00 PM | 30.01% | ↘ |
| Data Source: Chempricehub. Notes: 1. ↓↑ indicates significant fluctuation, highlighting data dimensions with changes exceeding 3%. 2. ↗↘ indicates minor fluctuation, highlighting data dimensions with changes within 0–3%. |
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