I. Key Focus Points:
Pure Benzene: The United States and Iran are scheduled to hold talks, leading the market to anticipate a de-escalation of geopolitical tensions and a decline in international crude oil prices. ICE Brent November futures closed at $99.25/barrel, down $1.09/barrel (-1.09% week-on-week). Although international crude oil prices are under downward pressure, geopolitical risks have not fully dissipated. The market is expected to open lower today and trade weakly with range-bound fluctuations.
II. Price Table
| Region | Sep 23 | Sep 22 | Change |
|---|---|---|---|
| East China | 14,520 | 14,220 | +300 |
| Shandong | 14,300 | 14,000 | +300 |
| Notes: | |||
| 1. Prices for East China are RMB ex-factory acceptance-inclusive (tax included); prices for Shandong are RMB ex-factory cash payment. | |||
| 2. Prices refer to spot values from the two weeks preceding this week, not weekly averages. | |||
| 3. Change represents the week-on-week variation. |
III. Data Table
| Aniline Industry Supply-Demand Data | ||||
|---|---|---|---|---|
| Indicator | 2026/9/17 | 2026/9/10 | Change Rate | Next Week Forecast |
| Capacity Utilization Rate | 84.48% | 81.15% | +3.33% | ↑ |
| Production Profit Margin | 20.94% | 23.46% | -2.52% | ↑ |
| Output | 8.63 | 8.29 | +0.34 | ↑ |
| 1. Capacity utilization rate reflects production levels, calculated as the ratio of actual output to total capacity. | ||||
| 2. Production profit margin is an industry-wide metric reflecting overall profitability across major regions, calculated as industry profit divided by average price. | ||||
| 3. Output refers to the domestic aniline industry's weekly production volume, unit: 10,000 tons. |
IV. Market Outlook
Supply-side reductions and pre-holiday stockpiling demand have released positive signals in the spot market. Trading sentiment is active, and domestic aniline prices continue to rise.
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