一、Key Focus:
Pure Benzene: The U.S. and Iran indicated that negotiations and dialogue are ongoing, alleviating market concerns. However, the impact of hurricanes on U.S. crude oil production continues to weigh on supply. ICE Brent futures (December contract) rose by USD 0.44/bbl to USD 104.72/bbl, a week-on-week increase of +0.42%. Yesterday, major refiners raised prices, but high-priced transactions in Shandong proved difficult, causing market sentiment to cool slightly. Prices are expected to consolidate today amid a wait-and-see approach.
二、Price Table
| Region | Oct 10 | Oct 9 | Change |
|---|---|---|---|
| East China | 15,820 | 15,320 | 500 |
| Shandong | 15,600 | 15,100 | 500 |
| Notes: | |||
| 1. Prices for East China are RMB ex-factory, acceptance-based, tax-inclusive; prices for Shandong are RMB ex-factory, cash-based. | |||
| 2. These are point-in-time prices from the two weeks prior to this report, not weekly averages. | |||
| 3. Change values represent week-on-week fluctuations. |
三、Data Table
| Aniline Industry Supply-Demand Data | ||||
|---|---|---|---|---|
| Metric | Sep 24, 2026 | Sep 17, 2026 | Change Rate | Next Week Forecast |
| Capacity Utilization | 84.72% | 84.48% | 0.24% | ↑ |
| Production Profit Margin | 21.63% | 20.94% | 0.69% | ↑ |
| Output | 8.66 | 8.63 | 0.03 | ↑ |
| 1. Capacity utilization refers to the ratio of actual output to installed capacity at production facilities, reflecting production levels. | ||||
| 2. Production profit margin is an industry-wide metric reflecting overall profitability in mainstream regions, calculated as industry profit divided by average price. | ||||
| 3. Output represents the weekly domestic aniline industry capacity, unit: ten thousand tons. |
四、Market Outlook
With pure benzene feedstock prices rising sharply, major suppliers raising posted prices to catch up, and tight domestic spot supply continuing, the aniline market maintains its upward trajectory.
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