1、 Price trend

According to the bulk list data of business society, aniline stabilized after falling this week. On August 27, the price of aniline in Shandong was 10900-11100 yuan / ton and that in Nanjing was 11100-11200 yuan / ton; On September 3, the price of aniline in Shandong was 10700-10900 yuan / ton, and that in Nanjing was 11100-11200 yuan / ton. The price increased by 39.24% over the beginning of the year and 145.11% over the same period last year.

2、 Analysis and review

In terms of cost, the price of pure benzene continued to rise this week. On Sunday (September 5), the price of pure benzene was 7700-7850 yuan / ton (the average price was 7700 yuan / ton), and the average price increased by 140 yuan / ton, or 1.85%, compared with last week; Compared with the same period last year, it increased by 125.81%.

Nitric acid continued to decline this week. On Friday (September 3), the production price of nitric acid in East China was 3030 yuan / ton, down 3.19% from last week and up 102% from the same period last year.

Affected by environmental protection policies, the downstream operating rate decreased and the demand for aniline decreased; The aniline plant was restarted, the load increased and the on-site supply increased. After the decline of aniline during the week, the weakness stabilized, and the rise of pure benzene gave some bottom support.

3、 Future expectations

In terms of cost, in September, new units in the downstream industry of pure benzene were put into operation, and the demand is expected to increase, which is good for the market mentality. Pure benzene is expected to continue to rise.

Although there is some support on the cost side, the downstream demand support is weak, and it is expected that aniline oil may fall. Entering the “golden nine silver ten”, the demand for downstream rubber additives may pick up, which is expected to bring good results. Continue to pay attention to the trend of raw material, downstream demand and the dynamics of aniline plant.