Pom daily market review: Manufacturers Plan Price Increases Amid Strong, Volatile Market

Today's Summary

① Manufacturer's Inventory Adjustment and Price Increase Plan 。

② The 60,000-ton-per-year POM plant of Hebi Longyu is operating at high load. 。

2 Spot Market Overview

Table 1: Summary of Domestic POM Prices (Unit: RMB/ton)

Based on the Yuyao region,Today, Yuntianhua M90 closed at RMB 13,600 per ton, with prices stable compared to the previous period. 。 Today, the domestic POM market showed a strong fluctuation.Some manufacturers have raised their ex-factory prices, boosting market sentiment; market quotations are trending upward, and some traders are becoming more reluctant to sell. However, end-user demand remains unchanged, and transactions are mainly based on negotiated deals. 。 As of the close of trading, the tax-inclusive quotation range for domestically produced POM in the Yuyao region was 10,400-13,700 yuan/ton, while the cash transaction price in the Dongguan region remained at 9,800-13,000 yuan/ton. 。

3 Production Dynamics

Current POM production volume 1.251 10,000 tons, down 0.072 ten thousand tons from the previous period, a decrease of 5.44%; capacity utilization rate 81.60% , down 4.70% from the previous period 。 This week, Tianjin Bohua's 40,000 tons/year POM plant has been shut down for maintenance since July 7; Hebi Longyu's 60,000 tons/year POM plant has resumed operation; Hengli Petrochemical One production line of the 80,000-ton-per-year POM plant is undergoing maintenance. Lunan Yankuang The 80,000-ton-per-year POM plant has temporarily reduced its operating load due to unforeseen circumstances. This week's output declined. 。 The domestic POM gross profit is an average of 1715 yuan/ton, down 352 yuan/ton from last week, with the profit margin ranging between 1639 and 1749 yuan/ton. 。

Figure 3: Domestic POM Capacity Utilization Trend from 2025 to 2026	Figure 4: Comparison of Domestic POM Profit and Price (RMB/ton), 2025–2026
Data Source: Longzhong Information	Data source: Longcheer Information

4. Price Forecast

POM Fundamental support is relatively strong, with petrochemical plants planning price increases, which will provide certain support to market sentiment in the short term. Market participants are holding back sales and pricing firmly, and the mainstream bid prices are expected to remain in a strong and volatile range. Market inquiry activities are relatively active. Lonzhong expects the short-term POM market to fluctuate with an upward bias.

5 , Relevant Product Information:

Methanol

6 Data Calendar

Table 2 Domestic POM Data Overview (Unit: 10,000 tons)