I. Key Focus Points:
Pure Benzene: Although tensions in the Middle East persist, multiple parties are pushing for diplomatic channels to mitigate risks. The ICE Brent crude futures contract (November expiry) closed at USD 104.61/barrel, down USD 3.02/barrel (-2.81% week-on-week). With signs of easing in the Middle East situation, the primary bullish factor previously supporting pure benzene prices is fading. Prices are expected to retreat from recent highs this week.
II. Price Table
| Region | Sep 14 | Sep 11 | Change |
|---|---|---|---|
| East China | 13,770 | 13,670 | +100 |
| Shandong | 13,600 | 13,500 | +100 |
| Notes: | |||
| 1. East China prices (RMB) are ex-factory acceptance tax-inclusive prices; Shandong prices (RMB) are ex-factory cash settlement prices. | |||
| 2. The prices listed represent spot prices from the two weeks prior to the current week, not weekly averages. | |||
| 3. The change value represents the week-on-week variation. |
III. Data Table
| Aniline Industry Supply and Demand Data | ||||
|---|---|---|---|---|
| Data Type | 2026/9/10 | 2026/9/3 | Change Rate | Next Week Forecast |
| Capacity Utilization Rate | 81.15% | 80.22% | +0.93% | ↑ |
| Production Profit Margin | 23.46% | 29.14% | -5.68% | ↑ |
| Output | 8.29 | 8.20 | +0.09 | ↑ |
| Notes: | ||||
| 1. The capacity utilization rate reflects production metrics, calculated as the ratio of actual output from producer units to their total capacity. | ||||
| 2. The production profit margin is industry-level data reflecting overall profitability across major regions, calculated as the ratio of industry profit to average price. | ||||
| 3. Output refers to the weekly domestic aniline industry capacity, measured in 10,000 tons. |
IV. Market Outlook
In the previous period, pure benzene traded firmly, significantly strengthening cost support for aniline. Market sentiment improved markedly, allowing aniline to reverse its weakness, with mainstream producers actively leading a second consecutive round of price increases. According to market intelligence, some sellers have been actively securing orders, reducing available inventory. Consequently, short-term pressure on aniline prices to remain elevated is considered limited.
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