苯乙烯数据日报-20250903
Guo Mao Qi Huo·2025-09-03 07:18
  1. Report Industry Investment Rating - No relevant content provided 2. Core Viewpoints - The supply pressure of styrene in the Jiangsu market remains, with a weak main contract and strong selling intentions. The Asian non - integrated producers' economy is still in the negative zone, and the return of maintenance on the supply side exerts pressure on the market. The basis of styrene weakens, and its profit slightly expands. [1] - Due to continuous inventory accumulation at ports, the purchasing sentiment in the spot benzene market weakens. Stable product production and new downstream capacities offset the impact of increased domestic supply. Domestic demand for benzene remains stable, while overseas demand declines due to the low operation rate of derivatives. [1] 3. Summary by Relevant Catalogs 3.1 Spot Overview - WTI crude oil price is 64.01 on September 1, 2025, with a change of 0. Brent crude oil price is 68.15 on September 2, 2025, down 0.03 from the previous day. [1] - The price of naphtha is 596.25 on September 2, 2025, up from 593.88 the previous day. The price of ethylene CFR Northeast Asia is 842 on September 1, 2025, down 2. [1] - The price of pure benzene in the East China market is 5855 on September 2, 2025, down 15 from the previous day. The price of benzene in Jiangsu is 6050 on September 1, 2025, down 25. [1] - The price of styrene in the Jiangsu market is 7000 on September 2, 2025, down 35 from the previous day. The price in the South China market is 7200, also down 35. [1] - The price of EPS is 8050 on both September 1 and 2, 2025. The price of GPPS in Yuyao is 7580 on September 2, 2025, down 20. The price of HIPS in Yuyao is 8550, down 50. The price of ABS in Yuyao is 13200, unchanged. [1] - The basis of styrene in Jiangsu relative to the main contract is 22 on September 2, 2025, down from 66. The cost of non - integrated styrene plants is 7601.87 on September 2, 2025, down 11.38. The profit of integrated plants is - 578.25, up 23.62. [1] 3.2 Operation Strategy - No specific operation strategy content other than price data is provided. The EB main contract price is 6934 on September 2, 2025, down 79. [1]