-Ethyl acetate: 6150 yuan/ton (national standard excellent), stable and small fluctuations
-Butyl acetate: 7010 yuan/ton, ladder shock, strong rebound
- Cost side (strong support)
- High crude oil prices (Brent $108.65/barrel), rising costs
-Overseas manufacturers (such as Celanese) raise the price of acetyl products to drive mentality
- Demand side (weak suppression)
- Downstream coatings and inks are mainly rigid and have low acceptance of high prices
-Domestic supply and demand are loose, lack of batch replenishment
-Game conclusion: cost support, limited demand → narrow range fluctuations, difficult to rise
- Cost side (volatile)
-Butanol fluctuates at a high level (7,650 yuan/ton in East China), which is the largest price variable
-Glacial acetic acid rises simultaneously, double cost pressure
- Demand side (internal and external differentiation)
- Domestic: paint/adhesive recovery is slow, rigid demand is the main, not chasing high
- Overseas: Export orders are high, hedging against weak domestic demand and supporting a rebound
-Game conclusion: cost-led + export support → ladder shock, easy to rebound
-Ethyl acetate: 6000 - 6300 yuan/ton range oscillation
-Butyl acetate: 6900 - 7200 yuan/ton strong oscillation
- If n-butanol stops falling, it will rebound; if exports continue, it will easily rise; if n-butanol falls, it will pull back
-Ethyl acetate: small orders for rigid demand, replenishment at dips, not chasing highs; pay attention to the trend of glacial acetic acid
-Butyl acetate: fast-in, fast-out, band operation; n-butanol stabilizes and can be sold more lightly; export order is the key variable
