I. Key Focus Points
Core Logic: Costs have declined, but spot supply remains tight, and holders' sentiment is relatively stable.
II. Price Table
| Product | Region | Sep 17 | Sep 16 | Change Rate |
|---|---|---|---|---|
| Acetone | East China | 8,700 | 8,725 | -0.29% |
| MIBK | East China | 13,600 | 13,800 | -1.45% |
| Notes: 1. Acetone prices are based on National Standard Grade A; MIBK prices are based on enterprise standards. 2. All listed prices are cash-in-advance ex-factory prices in RMB/ton. 3. The two periods represent point-in-time prices from the past two working weeks, not weekly averages. 4. The change rate indicates period-over-period fluctuation. |
III. Market Outlook
Yesterday, the center of gravity in the domestic MIBK market shifted downward as costs continued to fall. Downstream demand remained insufficient, leading to sluggish shipment rates among holders and lower offer prices. However, actual transaction volumes within the market were limited. Today, the domestic MIBK market is expected to move sideways. Attention should be paid to fluctuations in raw material acetone prices and their impact.
IV. Data Calendar
| Data Item | Release Date | Previous Period | Current Trend Forecast | Remarks |
|---|---|---|---|---|
| Acetone Port Inventory | Friday 10:00 AM | 7,500 tons | ↘ | |
| MIBK Capacity Utilization Rate | Thursday 5:00 PM | 48.82% | ↗ | |
| Notes: 1. ↓↑ indicates significant volatility, highlighting data dimensions with fluctuations exceeding 3%. 2. ↗↘ indicates narrow-range volatility, highlighting data with fluctuations within 3%. 3. → indicates stability. |
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