I. Key Points:
Pure Benzene: Market attention is focused on the potential escalation of conflict between the U.S. and Iran, as well as the risk of continued Houthi attacks on Saudi energy facilities. ICE Brent crude futures for the December contract rose by USD 3.55/bbl to USD 116.72/bbl, a week-on-week increase of +3.14%. Supported by crude oil prices, Shandong prices rose over the weekend. With month-end deliveries approaching this week, the market is expected to maintain high-level volatility.
II. Price Table
| Region | Oct. 26 | Oct. 23 | Change |
|---|---|---|---|
| East China | 16,750 | 16,750 | 0 |
| Shandong | 16,500 | 16,500 | 0 |
| Notes: | |||
| 1. Prices for East China (RMB) are ex-works, tax-inclusive, bank acceptance bill basis; prices for Shandong (RMB) are ex-works, cash basis. | |||
| 2. The two periods refer to spot prices from the previous two weeks, not weekly averages. | |||
| 3. "Change" indicates the week-on-week variation. |
III. Data Table
| Aniline Industry Supply-Demand Data | ||||
|---|---|---|---|---|
| Data Type | 2026/10/22 | 2026/10/15 | Rate of Change | Next Week Forecast |
| Capacity Utilization Rate | 79.79% | 84.44% | -4.65% | ↑ |
| Production Profit Margin | 30.39% | 25.10% | +5.29% | ↑ |
| Output | 8.15 | 8.63 | -0.48 | ↑ |
| 1. Capacity utilization rate reflects production levels, defined as the ratio of actual plant output to total capacity. | ||||
| 2. Production profit margin is an industry-wide metric reflecting overall profitability in major regions, calculated as industry profit divided by average price. | ||||
| 3. Output refers to the weekly domestic aniline industry capacity, unit: 10,000 tons. |
IV. Market Outlook
Restart plans for previously scheduled units have been delayed, sustaining expectations of tight spot supply. Consequently, the aniline market is consolidating at high levels.
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