I. Key Points

1. As of September 24, the operating rate in the domestic isopropanol industry was 53.73%.
2. On September 24, the sample production gross margin for acetone-route isopropanol in China was -750 RMB/ton. The profit level for propylene-route plants was 1097 RMB/ton.

Core Logic: Monitor market transactions and plant operational dynamics.

II. Price Table

Notes:

1. Prices refer to national standard premium grade products for acetone, propylene, and isopropanol.
2. Listed prices are spot cash self-pickup prices in RMB/ton.
3. The two price points represent specific time-point prices from the previous two working weeks before this week, not weekly averages.
4. Change rate refers to the period-over-period percentage change.

III. Data Table

Isopropanol Industry Supply and Demand Data

Notes:

1. Capacity utilization rate reflects the ratio of actual production output to total capacity for manufacturing enterprises, serving as a key production indicator.
2. Production profit values are industry-wide metrics reflecting the overall profitability of mainstream producers.

IV. Market Outlook

Last week, the domestic isopropanol market center shifted upward. Affected by the shutdown of some units, spot supply expectations tightened. Plants significantly raised their offer prices, leading holders to become reluctant to sell, which pushed the market negotiation center higher. However, downstream buyers showed clear resistance to high prices, maintaining only essential small-volume restocking, resulting in a quieter trading atmosphere. It is expected that the isopropanol market will maintain range-bound fluctuations today, with continued attention required on demand-side follow-through.

V. Data Calendar

Notes:

1. ↓↑ indicates significant fluctuation, highlighting data dimensions with changes exceeding 3%.
2. ↗↘ indicates narrow fluctuation, highlighting data dimensions with changes within 3%.
3. → indicates stability.