【 Information 】Carbon fiber inventory backlog, at least two years will not improve! Industry insiders expect the downturn to be prolonged
【 Resin market 2023.11.20】
Phthalyl universal resin 100, double ring (DC) hand paste resin 0, artificial stone/quartz stone resin 50, pultruded resin 70, winding structure layer resin 90, winding m-benzene lining resin 100, NPG molding resin 140, DPG molding resin 150.
The raw material market was mixed, and the resin market price remained stable.
Last week, the market price of raw materials fluctuated slightly, the maleic anhydride market was affected by the temporary equipment failure of Henan Shengyuan Phase II, the market was temporarily pulled up, and the remaining varieties fluctuated slightly. Since the equipment failure of Henan Shengyuan is a temporary emergency, we believe that as long as the production unit returns to normal, the market will return to the balance of supply and demand.
In terms of international oil prices, the expectation of declining market demand in the future and the rumor that Opec may further reduce production are playing games with each other, and the international oil prices have fluctuated wildly, and the short-term trend is uncertain. UPR's downstream market demand is still polarized, leading to the operation of different enterprises are also greatly differentiated, on the whole, the market demand is in the "new normal" stable situation, the current market pattern, may continue for a long time.
