According to the Commodity Market Analysis System of the Business Society, the domestic BDO market is at a high level of consolidation. From August 28th to September 4th, the average price of domestic BDO increased from 11485 yuan/ton to 11642 yuan/ton, with a weekly price increase of 1.37%, a month on month increase of 4.22%, and a year-on-year increase of 14.01%. And the online sales of the factory are relatively high, supporting suppliers to continue to support the market. Although the main terminal spandex market has experienced a narrow upward trend, there has been no significant improvement in the start of construction, which temporarily provides limited support for the trend of raw materials.

On the supply side, the market supply has increased, and supply side support has weakened. There are currently no planned changes to other devices. The supply side of BDO is mixed.

On the cost side, raw material calcium carbide: The domestic calcium carbide market continues to be at a high level. With the increase in supply, the market supply and demand have eased, but in the short term, there is still a shortage of goods. In terms of methanol, the domestic methanol market has been experiencing high volatility recently. As of 15:00 on September 4th, the domestic methanol Taicang price is 2530 yuan/ton. Recently, the market for calcium carbide and methanol has continued to rise, and the cost of BDO has continued to be positive.

On the demand side, the load of the PBT industry has increased to slightly over 50%, with contract procurement still being the main focus and spot tracking average; The production of TPU in the polyurethane field has declined, while the production of PU slurry industry has remained stable. The short-term positive factors affecting the demand side of BDO.

In the future market forecast, there is still some support on the supply side, but the downstream end has limited ability to accept high prices. Contract orders are mainly followed up, while spot orders are generally followed up, or market trends may be suppressed. BDO analysts from Business Society predict that the domestic BDO market will mainly consolidate at a high level.