The quotation price of PTFE market has risen sharply, and the problem of insufficient supply of enterprises is prominent
September 16, 2021
Today’s mainstream quotations in the PTFE suspended medium particle market are 52,000-58,000 yuan/ton, an increase of about 4% from yesterday’s price, and the same period. The mainstream quotations in the dispersion resin market are 61,000-67,000 yuan/ton, an increase of about 6.56% from yesterday. The mainstream quotations in the dispersion emulsion market are 39,000-42,000 yuan/ton, up 2.56% from yesterday.
The main reasons for the increase in the market price of PTFE are as follows:
1. The production enterprises had insufficient supply in the early stage and low inventory levels. At this stage, Jiangsu Meilan is operating at a high level, Dongyue, Juhua, and Lee & Man have maintained their normal operation, and Shandong Hua Fluorine Plant has started at a high level, but production companies generally have no inventory. According to the editor’s understanding, most of the limited-edition products of Lee & Man have been sold this morning, and Lee & Man will be restored to the state of stocking when the products are sold out. The supply-side supply shortage is obvious, and some manufacturers will enter the maintenance in October, and the market supply will be further reduced. . In addition: The carbon neutral annual emission reduction plan recently released by the state has severely affected some production enterprises in Jiangsu and Zhejiang, and the overall production of manufacturers has been restricted, and the tight supply of PTFE has intensified.
2. Raw material production companies are also affected by emission reductions, and external sales are tight. Recently, the chloroform production equipment in Jiangsu and Zhejiang has dropped to 50%. It is rumored that the transaction price of orders has been close to 5,000 yuan/ton, and the price of raw materials continues to rise.
Market outlook: Affected by the insufficient early start of the supply side and the carbon neutral chemical emission reduction plan issued by the state, the tight supply situation in the PTFE market has intensified, and the raw material side chloroform is also affected by the emission reduction, and the price continues to rise; downstream; The purchase of terminal enterprises increased slightly, which aggravated the downstream mentality of catching up, and the demand side was obviously out of stock. Baichuan Yingfu expects that under the condition of rising raw material prices, insufficient supply and no major changes in downstream demand fundamentals, the PTFE market will continue to be affected by carbon neutrality and emission reduction until the end of this year, and market prices will catch up simultaneously.
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