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[机会挖掘]丙酮市场价格持续上涨 国内现货资源紧张(附股)

证券时报网 ·  Nov 17, 2020 11:19

Since November, the price of acetone has been rising continuously. According to the monitoring data of Shengyi, the factory offering in East China was 6775 yuan/ton on November 1, and the average factory offering in East China was 8125 yuan/ton on November 16, an increase of 19.93%; while in the East China market, the offering rose from 7100 yuan/ton on November 1 to 8450 yuan/ton on November 16, an increase of 19%.

On the 16th, the acetone market opened with a large increase, and the negotiation range was higher than 8200 yuan/ton. Under the tight supply, few holding sellers offered, and they were reluctant to sell, It is reported that there are only about 10,000 tons of acetone left at the port on the weekend, while the pressure on domestic products is not great, and the supply of goods in the market has entered a tense situation. On Monday, major domestic factories followed suit and raised prices by 400 yuan/ton, and Yangzhou Shiyu's shipping price and Lanxing Harbin's offering were 8500 yuan/ton. Downstream products have also raised prices, and purchasing sentiment has not decreased, which supports the continuous rise of the market.

Industry insiders believe that the domestic spot resource supply is insufficient, and holding sellers are actively pushing up prices. The downstream purchase sentiment is high, and it is expected that the East China market will operate at a high level in the broken range, with negotiations at 8500 yuan/ton.

On the listed company side, Rongsheng Petrochemical (002493) Zhejiang Petrochemical has an annual production capacity of 250,000 tons of acetone, and the rise in acetone prices has a positive impact on the company's performance. Xilong Scientific (002584) has a normal sales of acetone products, and can currently meet order demands.

The translation is provided by third-party software.


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