If you want to know more exciting content, come and follow My Steelpart.1 Market Overview
Battery raw materials** overall decline separator order price slightly**
In terms of raw materials, the raw material market continues to be 18-384 yuan ton, PP 100-600 yuan ton, and methylene chloride 70-200 yuan.
In November, the lithium battery separator was under pressure, the whole rhythm was mainly stable, the lithium battery raw materials declined as a whole, the downstream enterprises under the pressure, the separator was loosened, the production enterprises were lowered, the lithium battery separator enterprises actively promoted the construction of production lines, and the enterprises signed long-term supply agreements with downstream battery companies, and the orders of the enterprises were good, and the new separator production capacity was put into operation one after another, and the supply and demand remained relatively balanced.
part.2 **Analysis
October diaphragm market **part**. Wet base film 5 m**24-3 yuan, 7 m**18-2.1 yuan, 9 m**13-1.5 yuan, *003 yuan ;16μm**1.4-1.7 yuan ;Wet coating 7 m+2 m**24-2.8 yuan, 9 m+3 m**185-2.$5 . Dry diaphragm 16 m**09-1 yuan, 20 m**085-0.95 yuan, the real offer can be negotiated.
In October, the lithium battery separator** remained stable as a whole, the battery market had a good development momentum, and the 9 m wet separator market** Affected by market sentiment slightly downgraded, the current diaphragm market is running smoothly, the battery market is performing well, the whole diaphragm market maintains stable operation, under the intensification of market competition, enterprises pay more and more attention to investment in scientific and technological research and development, the head diaphragm enterprises actively expand to foreign markets, focusing on improving the proportion of high-end products, the market concentration rate of the diaphragm industry is higher, and the head diaphragm enterprises have more bargaining power, and intend to maintain the stability of the diaphragm.
Attached: On October 27, Cangzhou Mingzhu said on the interactive platform that the company will continue to focus on the common development of the three main business products in the future, namely PE pipeline products, BOPA film products and lithium-ion battery separator products.
DiaphragmMarket** (RMBsquare meters
Data**: Ganglian data.
part.3 Raw material analysis
3.1 pe
In November, the PE spot market continued, and the CFR for HDPE film was 806283 yuan ton, **20522 yuan ton;LDPE General Purpose Grade (CFR)**81487 yuan ton, **3835 yuan ton;lldpe（fob）**6492.85 yuan ton,**18.92 yuan ton.
This month, the domestic PE spot market fell as a whole. The downstream terminals have entered the off-season, the demand for shed film has slowed down, and the start of construction has declined. The new order of packaging film was not in a good atmosphere and the performance was weak. In addition, in terms of imports, in addition to linear varieties, low-voltage and high-voltage windows continue to open, and imports are expected to increase in storageIn terms of domestic production, Guangzhou Petrochemical, Zhejiang Petrochemical, Yanshan Petrochemical and other sets of equipment have been restarted, the market volume has rebounded, and the pressure has increased, resulting in an increase in the contradiction between supply and demand, restricting the market
In December, it is expected that the domestic PE market will be **expected**. From the cost side, there may be room for ethylene and ethylene, which will support the cost of PE. From a fundamental point of view, most of the domestic maintenance devices in December were minor repairs, and the maintenance was significantly reduced, and the output in December was expected to be 257610,000 tons. In terms of import volume, it is estimated that the import volume of PE will be around 1.16 million tons, which is in the middle of the year.
3.2 pp
In November, the mainstream of the PP market was 7600-8200 yuan, 100-600 yuan tons compared with the previous month.
This month, the PP market showed a downward trend, oil prices weakened against the strong macro, ** showed a loose state, there is still a lack of new orders to follow up and the current situation of finished product inventory accumulation, it is expected that it is difficult to support the continued firmness, the market remains sideways after experiencing the current weak pattern**, PP long and short confrontation, short-term trend turned short. A total of 34 PP production lines were overhauled in November, an increase of 11 lines compared to those involved in the overhaul in October. The total production capacity involved in the maintenance in November was 12.68 million tons, an increase of 4.28 million tons compared with the maintenance capacity in OctoberAt the same time, a total of 32 PP production lines were resumed in November, involving a total production capacity of 6.89 million tons.
In December, the market expanded intensively, and under the drag of the weak demand side, the bearish impact will overshadow all positive support. The national policy is conducive to the abundance of funds, but the tightening of funds by terminal enterprises near the end of the year is obvious, and the circulation of market supply is limited. The short-term contradiction between supply and demand is gradually accumulating, and there is a risk of high-end decline. It is expected that there will be a weak downward trend in the market next month, and it will be difficult to make new breakthroughs in the long-term consumption of driving force in the market.
3.3 Dichloromethane
In November, the methylene chloride market was 2490-3600 yuan tons at the end of the month, 70-200 yuan tons compared with the end of last month.
In November, the domestic dichloromethane market was declining step by step, and the overall transaction atmosphere was average. During the month, the Shandong Jinling Dawang plant in Shandong maintained half-load production and returned to normal in the middle of the monthIn East China, Jiangsu Lee & Man device shutdown maintenance, Quzhou Juhua shutdown maintenance, both of which were restored around mid-to-late mid-to-late;The main production enterprises in South China have large fluctuations in equipment, the load has decreased significantly, and there has been no significant change in other equipment, and the overall capacity utilization rate is significantly higher than that in October, but the overall performance is still loose.
The terminal market consumption is slow, the actual market demand recovery still takes a certain amount of time, the raw material liquid chlorine ** is ferocious, its downstream acceptance capacity is limited, the industry is relatively rational and conservative to enter the market, and it is difficult to be clamped by demand, and domestic trade is mainly purchased on demand on demand, and the factory is slightly higher in order to ensure profits Therefore, the factory phased shipments are smooth, and the inventory pressure has decreased slightly, but in the case of oversupply and obvious downstream game sentiment, it is expected that the domestic dichloromethane market will still have weak operating space next month.
part.4 Diaphragm inlet and outlet
4.1. Dry diaphragm import and export
In October 2023, China's dry separator import volume was 214498 tons, 11 months from the previous month82%。The import amount was 753190,000 US dollars, the average import price is 3511402 US dollars ton, month-on-month **909%。
In October 2023, China's dry diaphragm export volume was 149468 tons, 1914%。The export amount was 274670,000 US dollars, the average export price is 18376$39 ton, month-on-month **656%。
4.2 Wet diaphragm inlet and outlet
In October 2023, China's wet separator import volume was 359948 tons, 18 months from the previous month99%。The import amount was 2264480,000 US dollars, the average import price is 62911$21 ton, month-on-month **1188%。
In October 2023, China's wet separator export volume was 329497 tons, month-on-month **811%。The export value is 4342410,000 US dollars, the average export price is 13178$92 ton, month-on-month **2476%。
part.5 Diaphragm production
In November 2023, China's lithium battery separator output was about 140.8 billion square meters, up 072%, of which the output of dry process (polypropylene PP) separator is about 30.2 billion square meters, the output of wet separator (polyethylene PE) is about 110.6 billion square meters. It is expected that China's lithium battery separator output will be about 13 in December7.5 billion square meters, down 227%。
Disclaimer: MySteel strives to use the information accurately, objectively and fairly in the content and opinions expressed in the information, but does not guarantee whether it needs to be changed. The information provided by MySteel is for the customer's decision-making reference only, and does not constitute a direct recommendation for the customer's decision-making, and the customer should not replace its own independent judgment, and any decision made by the customer has nothing to do with mysteel. The copyright of this report belongs to mysteel, without permission, prohibited**, violators will be prosecuted.