[POM Daily Review] Some Grades See Price Hikes Market Continues to Rise

1. Today's Summary

① Prices of certain grades have been increased at the factory gate.

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

2 Spot Market Overview

Based on the Yuyao region, today's Yun Tianhua M90 is priced at 11,900 yuan/ton, an increase of 500 yuan/ton from the previous period. The domestic POM market surged erratically today, with some domestic producers raising their ex-works prices, prompting the market to actively follow suit. Market quotations became chaotic, with high prices frequently heard. Mainstream grades rose by RMB 300–500 per ton, while some grades faced tight supply, leading producers to suspend quotations and engage in flexible negotiations. By the close of trading, domestic POM prices (including tax) in Yuyao ranged between RMB 8,900–12,000 per ton, while cash transaction prices in Dongguan remained at RMB 8,200–10,900 per ton.

3 Production Dynamics

This week National innerPOM production was 13,230 tons, increasing by 0.02 ten thousand tons from the previous period, a rise of 1.53%; capacity utilization rate was 86.3%, increasing by 1.3% from the previous period. This week, the 40,000 tons/year POM plant of Tianjin Bohua has been shut down for maintenance since July 7; the 60,000 tons/year POM plant of Hebi Longyu has resumed operation. CNPC Inner Mongolia's 60,000-ton-per-year POM plant is operating at full capacity. This week's output increased compared to last week.Domestic POM gross profit averages 1068 yuan/ton, down 48 yuan/ton from last week, with profit margin ranging between 1061-1073 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: Longzhong Information

4. Price Prediction

POM The market's bullish sentiment continues. Petrochemical plant shipping pressure eases, market trading mentality remains strong, traders are reluctant to sell. Some grades still have the potential to rise further. Real-time transaction focuses on negotiation Longzhong expects that the POM market will experience a strong fluctuation in the short term.

5 , Relevant Product Information:

Methanol Today's methanol spot price index is 2149.98, +34.19. Among them, the spot price in Taicang is 2465, -40, and the price in Inner Mongolia North Line is 1987.5, +35. According to Longzhong's monitoring of 20 major and medium-sized cities, 7 cities have seen varying degrees of price increases, with the range of increase being 35-170 yuan/ton. Today, the domestic methanol market shows some differences. The futures market is slightly easing at high levels, and the trading focus in the coastal areas has slightly decreased during the day, with most transactions following demand, and the basis has weakened somewhat in the afternoon. The inland market, on the other hand, continues to show a relatively strong trend. Although there is an increase in upstream inventory this period, the support from rigid demand and some olefin enterprises still asking for prices have kept the performance of the inland production areas relatively strong. However, recently, with the tightening of transportation capacity and the upstream urging for delivery, the overall cost of transportation has increased significantly, and the sustainability of this situation needs to be watched.

6 Data Calendar

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