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| 2019-12-09 来源： 中国石化新闻网 |
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石化新闻 |
据ICIS网站12月5日新加坡报道 因低购买兴趣缓解了原料成本上涨带来的上行压力，东南亚顺丁烯二酸酐（MA）进出口稳定。 市场人士表示，这种买卖角力可能会持续一段时间，因为强劲的原料成本将意味着卖方没有降低报价的空间，但考虑到下游需求前景看跌，买方不太可能做出有利反应。 市场消息人士称，12月东北亚原材料出货交易价格区间为940-960美元/吨（东南亚成本加运费价格）。 ICIS数据显示，11月29日，顺丁烯二酸酐价格在同一区间结算，连续5周。 对于卖家，尤其是那些以丁烷为原料的卖家来说，考虑到成本大幅上涨，这远不是理想的情况，因为他们的底线岌岌可危。 由于供暖需求的季节性增长，12月份丁烷合同价格已从9月份的360美元/吨上涨至455美元/吨（Ras Tanura离岸价）。 一位卖家感叹道：“更糟的是，买家不仅回绝了顺丁烯二酸酐制造商提高报价的企图，还转而“要求更多折扣”。 另一位交易员表示，这也“突显出买家对自身下游市场需求状况的悲观情绪”。 顺丁烯二酸酐用于生产不饱和聚酯树脂（UPR），广泛应用于造船和汽车等行业。 汽车业是受今年全球经济放缓影响严重的行业之一。 一位卖家承认，在这样的环境下，顺丁烯二酸酐卖家可能不得不“满足于未来一段时间内销售缓慢、利润率低迷的局面”。 王磊 摘译自 ICIS 原文如下： Southeast Asia MA stable; weak demand to dilute cost pressure Southeast Asia’s maleic anhydride (MA) import discussions were flat as upside pressure from rising feedstock costs is mitigated by low buying interest. Such a buy-sell wrestle could drag on for some time, market participants said, since strong feedstock costs would mean sellers have no room to lower offers, but buyers are unlikely to respond favourably given their bearish outlook on demand prospects downstream. Deals for December-shipment supplies of northeast Asia-origin materials were range-bound at $940-960/tonne CFR (cost and freight) southeast (SE) Asia, market sources said. On 29 November, MA prices settled at the same range, five weeks in a row, ICIS data shows. For sellers, especially those tapping on butane as feedstock, this was far from ideal as their bottomlines are at stake, considering that costs have jumped substantially. December contract prices for butane have risen to $455/tonne FOB (free on board) Ras Tanura, up from $360/tonne in September, on seasonal increase in demand from heating requirements. "To make it worse", buyers have not just rebuffed MA makers’ attempts to hike offers, but also turned around to “press for more discounts”, a seller lamented. This also “underscores buyers’ pessimism about demand conditions in their own downstream markets”, another trader said. MA is used to produce unsaturated polyester resins (UPR) which goes widely into sectors like marine construction and automobile. The automobile industry is one sector badly affected by the global economic slowdown this year. In such a climate, MA sellers may have to “content with slow sales and depressed margins for some more time to come”, a seller conceded. |
