POM Daily Review: Market Sales Slow, Negotiation Space Flexible

1. Today's Summary

①, The market quotes are chaotic, with an increased intention to sell from profit-taking positions.

②、 Hebi Longyu's 60,000 tons/year POM plant resumes operation ， CNPC Inner Mongolia's 60,000-ton-per-year POM plant is operating at full capacity.

2 Spot Market Overview

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

Using the Yuyao area as a reference,Today, Yuntianhua M90 closed at RMB 13,600/ton, unchanged from the previous period. 。 The domestic POM market remained stable at high levels today. Producers currently face no short-term pressure to move inventory, with mainstream offers holding firm and adopting a wait-and-see stance. Some players maintain flexible trading strategies, dealing on a case-by-case basis. Certain profit-taking sellers are inclined to offer discounts to offload stock, while end-users remain cautious and purchase only as needed, resulting in limited transaction activity. At the close, the tax-inclusive quotation range for domestically produced POM in the Yuyao area was 9,900 to 13,700 yuan per ton, while the cash transaction price in the Dongguan area remained at 9,100 to 12,800 yuan per ton.

3 Production Dynamics

This period's POM production was 13,230 metric tons, with a capacity utilization rate of 86.3%, remaining stable compared to the previous period. This week, the 40,000 tons/year POM unit of Tianjin Bohua has been shut down for maintenance since July 7; the 60,000 tons/year POM unit of Hebi Longyu has resumed operation. CNPC Inner Mongolia’s 60,000-ton-per-year POM plant operates at full capacity. Production this week is stable compared to last week. 。 The average apparent profit of POM in China is 1,960 yuan/ton, an increase of 1,000 yuan/ton from last week, with a profit margin ranging from 1,156 to 2,226 yuan/ton. 。

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

4. Price Prediction

POM suppliers primarily aim to stabilize the market.However, the inquiry atmosphere in various places is relatively weak, with some profit-taking positions continuing to be sold, and there is still considerable room for negotiation. Traders are flexible with shipments, and some imported material grades have released price increase notices from the manufacturer. Market sentiment has become increasingly cautious.Longzhong expects that the POM market will operate under a wait-and-see mode in the short term.

5 Related product information:

Methanol Today's methanol spot price index is 2406.58, +19.11. Among them, the spot price in Taicang is 2845, -5, and the price in Inner Mongolia North Line is 2200, +5. According to Longzhong's monitoring of 20 major and medium-sized cities, 7 cities have seen increases of varying degrees, with the increase ranging from 5 to 205 yuan/ton. Today, the methanol market shows regional fluctuations, with the inland market generally rising, while the coastal market prices have slightly declined; the futures market has fluctuated upward and then declined, with rigid demand negotiations within the month, and some unilateral selling at high prices. With MTO enterprises increasing purchases and the expectation of start-up news, the sentiment in the inland methanol market continues to be optimistic. On Tuesday, downstream purchases in the Lunbei area were normal, and methanol buying remained smooth, with active market transactions, supporting the transaction price to rise compared to last week. Currently, there is still significant support for the demand for methanol in the domestic market. Attention should be paid to the progress of cargo imports and inventory conditions in various regions. 。

6 Data Calendar

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