[POM Daily Review] Some Manufacturers Lower Ex-Factory Prices, Market Focus Follows Downward

1. Today's Summary

① Ex-factory prices of some domestic materials were lowered.

② Yankuang Luhua Phase I and II POM units maintenance shutdown 。

2 Spot Overview

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

Please provide the content you would like me to translate into English. Take Yuyao area as the benchmark, translate the above content into English and directly output the translation result, without any explanation.Today, Yuntianhua M90 was priced at 13,100 yuan/ton, down 700 yuan/ton from yesterday. 。 Today, the domestic POM market remains weak and is in a wait-and-see mode. During the week, shipment conditions across various regions remained weak. Traders faced sustained operating pressure that was difficult to alleviate, and bearish sentiment in the market intensified. Some offers were lowered in line with ex-factory prices, while downstream users remained cautious and on the sidelines, resulting in relatively sluggish transactions. 。 As of the close, the tax-inclusive quotation range for domestic POM in the Yuyao region for 9700-13000 yuan /ton, the cash transaction price in Dongguan remained at RMB 8,700–12,600/ton. 。

3 Production Dynamics

This period’s POM output was 12,860 tons, down 1,250 tons from the previous period, a decrease of 8.86%. The capacity utilization rate was 83.89%, down 8.15% from the previous period.This week, Tianjin Bohua’s 40,000 t/y POM unit has remained shut down for maintenance since July 7; one production line of Hengli Petrochemical’s 80,000 t/y POM unit is under maintenance; Yankuang Luhua’s Phase I and Phase II POM units, with a combined capacity of 80,000 tons, are shut down for maintenance. This week’s output...Swipe down 。 The average apparent profit of domestic POM was RMB 2,137/ton, down RMB 150/ton from last week, with the profit margin at 20. 44–2275 yuan/ton 。

Figure 3 Trend of Domestic POM Capacity Utilization Rate in 2025-2026	Figure 4: Comparison Chart of Domestic POM Profits and Prices in 2025–2026 (CNY/ton)
Data source: Longzhong Information	Data source: Longzhong Information

4. Price Forecasting

POM Lacking fundamental support, some manufacturers intend to lower their ex-factory prices. Shipment conditions across various regions have not improved, and the market remains bearish. Traders show a strong willingness to sell at lower prices, while end users maintain a cautious wait-and-see attitude, resulting in relatively subdued trading activity. 。 Longzhong expects the domestic POM market to decline weakly in the short term. 。

5 Related Product Information:

Methanol: Today, the methanol spot price index stood at 2855.23, up 29.45. Among them, the Taicang spot price was 3203, up 63, and the Inner Mongolia North Line price was 2687.5, up 32.5. According to Longzhong’s monitoring of prices in 20 major and medium-sized cities, prices in 13 cities rose to varying degrees, with increases ranging from 5 to 90 yuan/ton. At the beginning of the week, China’s methanol market traded with a volatile-to-strong trend. Currently, the stalemate in U.S.-Iran negotiations has intensified, and rising oil prices have once again driven commodity futures higher. Intraday, the port market also moved up, with gains generally around 50–100 yuan/ton, while basis remained firm. Major inland markets also saw varying degrees of increases, such as Henan, Shanxi, and Inner Mongolia. Spot supply in some production areas has tightened, coupled with trade restocking and downstream replenishment demand, prompting new deals to move higher accordingly. In the short term, attention should continue to be paid to macro-level news and fluctuations. 。

6 Data Calendar

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