[pom daily review] demand performance relatively flat with sporadic real trades

1. Today's Summary

① The space for market negotiations has increased. 。

② Yankuang Luhua Phase I and II POM units shut down for maintenance. 。

2 , Spot Overview

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

Translate the above content into English, and output only the translation result directly, with no explanation. Based on the Yuyao area,Today, Yuntianhua M90 was closed at 12,500 yuan/ton, with the price unchanged from yesterday. 。 Today, the domestic POM market was mainly stable with a softer tone. Fundamentals remained relatively weak, and petrochemical plants provided no clear guidance. Market participants showed limited trading interest, with some offers fluctuating by RMB 100-200/tonne. End-users followed up mainly on a need-to-buy basis. 。 As of the close, Domestic POM tax-inclusive quotation range in the Yuyao area is 8,800–13,000 yuan The cash transaction price in the Dongguan area remains at 8000-12500 yuan/ton. 。

3 Production Dynamics

In this period, POM production was 12,810 tons, down 50 tons from the previous period, a decrease of 0.39%. The capacity utilization rate was 83.56%, down 0.33 percentage points from the previous period.This week, Tianjin Bohua’s 40,000 t/year POM unit has remained shut for maintenance since July 7; one line of Hengli Petrochemical’s 80,000 t/year POM unit is under maintenance; Yankuang Luhua’s Phase I and Phase II POM units, with a combined capacity of 80,000 t/year, are shut for maintenance. Output remained stable this week.This week,The average apparent profit of domestic POM was RMB 835/ton, down RMB 707/ton from last week, with the profit margin ranging from RMB 804 to 883/ton. 。

Figure 3 Trend of Domestic POM Capacity Utilization Rate from 2025 to 2026	Figure 4 Comparison of Domestic POM Profit and Prices in 2025–2026 (Yuan/ton)
Data source: Longzhong Information	Data source: Longzhong Information

4. Price Forecast

POM The petrochemical plants are adopting a wait-and-see attitude, leading to stable ex-factory prices. The market trading situation continues to be driven by just-in-demand, with operators still facing pressure. Some grades continue to offer slight discounts, while demand orders are progressing relatively slowly, and downstream users are cautiously following up on procurement. 。 Longzhong expects the domestic POM market to remain weak and stable in the short term, with a wait-and-see attitude. 。

5 Related product information:

Methanol ： Today’s methanol spot price index was 2,893.22, down 0.31. The Taicang spot price was 3,210, up 10, while the northern Inner Mongolia price was 2,750, unchanged. Among the prices in 20 large and medium-sized cities monitored by Longzhong, five cities saw varying degrees of decline, with drops ranging from 10 to 25 yuan/ton. Today, domesticMethanol marketPerformance was slightly mixed. Futures fluctuated and edged up, with some coastal spot market centers moving higher in tandem and basis levels remaining firm. However, weak demand weighed on the market, limiting actual trading volume. In inland markets, supply-demand fluctuations were not significant for the time being, while some areas in Central China saw prices edge slightly lower during the day. Recently, downstream return cargo volumes in northern Shandong have been relatively decent, and combined with shrinking demand, downstream tender prices were adjusted slightly lower in the afternoon. A few producers in some production areas saw small volumes go unsold in auctions. In the short term, the market is expected to adjust within a narrow range, while some areas still need to be alert to the risk of a slight pullback. Attention should be paid to fluctuations in freight rates. 。

6 Data calendar

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