[POM Morning Alert] Domestic POM Market Expected to Fluctuate in the Short Term

I. Points of Attention

1) Low inventory at the petrochemical plant;

Market sentiment is mixed.

3) Terminal order performance is unsatisfactory.

Core LogicThe fundamentals remain stable, with transactions made as needed.

2. Price List Form

Remarks:

1 Methanol and POM both use mainstream market prices.

2 The two varieties are priced in RMB, unit: yuan/ton.

3 The above RMB prices are market prices including tax.

4 "The prices for the two periods are the point prices from the previous two workweeks before this week, not the weekly average prices."

5 The rise and fall are month-on-month changes.  

Three, Market Outlook

Recently, the market trends in various regions have become relatively stable. The supply side still has some support, and petrochemical plants continue to maintain a firm pricing stance. However, market performance varies; domestic material mainstream quotations remain relatively strong, while high-level transactions for imported materials face difficulties. Some quotations have room for negotiation. End-user orders are weak, and factories have limited inventory digestion capabilities, making transactions challenging. Longzhong expects that the domestic POM market will undergo short-term fluctuations and adjustments.

5. Data Calendar