Pom daily market review: Traders Show Limited Interest, Negotiations Based on Volume

Today's Summary

① Petrochemical plants maintain a bullish market sentiment. 。

② Shenhua Ningxia Coal 60,000 tons/year POM unit maintenance 。

2 Spot Market Overview

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

Translate the above content into English, and output the translation result directly without any explanation. Yuyao area as the benchmark, translate the above content into English, directly output the translation result, no explanation needed.Today, Yuntianhua M90 closed at 14,300 yuan/ton, with the price remaining stable compared to the previous period. 。 Domestic POM market remains weak on the first day of the holiday.The manufacturer has no immediate pressure to sell in the short term, but the weak demand puts limited support on the fundamentals. Traders are hesitant in their operations, and some market quotes continue to offer discounts for sales. Downstream buyers remain cautious, and overall transactions remain ordinary. 。 As of market close, the domestic POM tax-inclusive quotation range in Yuyao is RMB 11,500–14,400 per metric ton, while the cash transaction price in Dongguan remains at RMB 9,800–13,200 per metric ton. 。

3 Production Dynamics

The POM production for this period is 13,850 tons, a decrease of 150 tons from the previous period, with a decline of 1.07%; the capacity utilization rate is 90.35%, a decrease of 0.97% from the previous period. This week, the 40,000 tons/year POM plant of Tianjin Bohua has been under maintenance since July 7th; one line of the 80,000 tons/year POM plant of Hengli Petrochemical is under maintenance; the 60,000 tons/year POM plant of Shenhua Ningxia Coal is also under maintenance, leading to a decrease in production this week. 。 The domestic POM gross profit is on average 2283 yuan/ton, up 338 yuan/ton from last week, with the profit margin ranging between 2271-2295 yuan/ton. 。

Figure 3: Trend of Domestic POM Capacity Utilization Rate (2025–2026)	Figure 4: Comparison of POM Profit and Price in China from 2025 to 2026 (Yuan/ton)
Data source: L&F Information System	Data Source: Longzhong Information

4. Price Prediction

POM Supply side remains relatively stable, but market inquiry atmosphere is weak, with some bids appropriately increasing discount space. End-users remain cautious and, with overall transaction conditions being less than satisfactory.Lonzhu expects that the domestic POM market will fluctuate narrowly in the short term.

5 Relevant Product Information:

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6 , Data Calendar

Table 2 Overview of Domestic POM Data (Unit: Ten Thousand Tons)