1、 Price trend

According to the bulk list data of business society, the price of aniline stabilized this week and fell slightly near the weekend. On July 30, the price of aniline in Shandong was 10400-10600 yuan / ton and that in Nanjing was 10800-10900 yuan / ton; On August 6, the price in Shandong was 10400-10600 yuan / ton; The average price of aniline in Nanjing was 10600-10700 yuan / ton, down 0.63% from last week, up 32.49% from the beginning of the year and 142.47% from the same period last year.

2、 Analysis and review

In terms of cost, the prices of crude oil and pure benzene in Asia fell sharply during the week. Affected by the epidemic in China, the logistics in many places was limited and the shipment of enterprises was blocked; The downstream operating rate decreased, the production of new units was delayed, the demand decreased, and multiple negative factors suppressed, and pure benzene continued to weaken this week. This week, the listing price of Sinopec pure benzene was lowered twice, a total of 450 yuan / ton to 7700 yuan / ton. On Sunday (August 8), the price of pure benzene was 7450-7700 yuan / ton (the average price was 7620 yuan / ton), and the average price decreased by 550 yuan / ton or 6.73% compared with last week; Compared with the same period last year, it increased by 122.16%.

The price of nitric acid rose sharply during the week. On Friday (August 6), the production price of nitric acid in East China was 3096.67 yuan / ton, an increase of 19.1% over last week and 101.96% over the same period last year.

Positive: the price of raw materials fell, and the profit space of aniline rebounded; The inventory of aniline enterprises is not high, and some units are still in shutdown. Bad: affected by the epidemic in East China, the logistics is limited, the factory shipment is blocked, and the price decreases slightly.

3、 Future expectations

In terms of cost, although the shipment of pure benzene enterprises is blocked and the downstream demand is insufficient, the price continues to decline, the downstream profit space rebounds, or stimulates purchase. It is expected that the pure benzene will fluctuate weakly next week.

The raw material pure benzene went down, the profit space of aniline rebounded, but the price of nitric acid was still high; At present, many aniline plants are still shut down, the enterprise inventory is low, and the aniline is expected to fluctuate at a high level next week. Continue to pay attention to the trend of raw material, downstream demand and the dynamics of aniline plant.