I. Key Points:
Pure Benzene: Houthi attacks on Saudi Arabia continue, with instability in the Middle East escalating supply risks and driving up international crude oil prices. ICE Brent futures (December contract) rose by $1.93/bbl to $106.65, a week-over-week increase of +1.84%. Following yesterday's price pullback, market buying interest recovered slightly as some downstream buyers replenished stocks at lower levels, leading to improved trading activity at the low end compared to previous periods. Given the firmness of crude oil, the market is expected to maintain high-level volatility in the short term.
II. Price Table
| Region | Oct 13 | Oct 12 | Change |
|---|---|---|---|
| East China | 16,050 | 15,850 | +200 |
| Shandong | 15,800 | 15,600 | +200 |
| Notes: | |||
| 1. Prices for East China are ex-works RMB prices including VAT (acceptance bills), while prices for Shandong are ex-works RMB prices (cash settlement). | |||
| 2. The two periods refer to point-in-time prices from the two weeks prior to this week, not weekly averages. | |||
| 3. The change value represents the week-over-week variation. |
III. Data Table
| Aniline Industry Supply and Demand Data | ||||
|---|---|---|---|---|
| Data Type | 2026/10/8 | 2026/9/24 | Change Rate | Next Week Forecast |
| Operating Rate | 87.68% | 84.72% | +2.96% | ↓ |
| Production Profit Margin | / | 21.63% | / | ↑ |
| Output | 8.96 | 8.66 | +0.30 | ↓ |
| 1. Operating rate refers to the ratio of actual production output to capacity, reflecting production indicators. | ||||
| 2. Production profit margin is industry-wide data, reflecting the overall profitability situation in mainstream regions, calculated as industry profit divided by average price. | ||||
| 3. Output refers to the weekly domestic aniline industry production volume, unit: ten thousand tons. |
IV. Market Outlook
The confirmed maintenance shutdowns at Shanxi Tianji and the upcoming maintenance at Jilin Xuyang Cornelle continue to boost market confidence. However, the pullback in pure benzene prices limits the upside potential for aniline. Aniline is expected to trade firmly in the short term.
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