The trend analysis of bopp jumbo roll price in July
This month bopp jumbo roll pric market trends and zhuochuang information slightly different forecasts, the market stalemate has not broken.By the end of the month, 50 micron adhesive tape master volume east China mainstream 9,900-10,000 yuan/ton, compared with the end of July closing price cut 50 yuan/ton, 1400 yuan/ton lower than the year before;Shandong 9800-9900 yuan/ton, north China 9800-10500 yuan/ton;9800-10100 yuan/ton in northeast China;The quotation in fujian is 10500-10600 yuan/ton.South China does not include VAT 0.49-0.52 yuan/m2.This month bopp jumbo roll price volume on the rise of weakness, price center of gravity back;Raw material surface BOPP and butyl acrylate rise and fall cycle is relatively short, the bopp jumbo roll price guide is weak;Within the month, the bopp jumbo roll price volume market is impacted by many negative factors, the downward pressure of the market is large, in the absence of obvious positive support premise, the bopp jumbo roll price volume market single price center of gravity has been moving downward.
China bopp jumbo roll price industry operation data analysis
Table 2 sampling survey and analysis of BOPP tape master roll industry operation data (August 2019)
Operating indicators in July and August compared with the previous year
Operating rate 51.52% 49.33% -2.19% -6.49%
Gross margin -0.02% -1.20% -1.18%
BA inventory (day) 5.49 5.69 0.20-1.29%
BOPP inventory (day) 5.66 6.03 0.37-0.37
Tape inventory (day
According to zhuochuang's statistics, by the end of August 2019, the domestic bopp jumbo roll price capacity reached 3.3371 million tons, equivalent to a monthly output of 280,300 tons.In August 2019, the output of bopp jumbo roll price was about 138,300 tons, 0.49 million tons lower than the previous month and 0.38 million tons lower than the previous year.The average monthly price of master tape roll this month is 10034.09 yuan/ton, which is 105.83 yuan/ton higher than last month.
In terms of the starting load rate, in August, the starting load rate of BOPP adhesive tape master rolls in China decreased to 49.33%, 2.19 percentage points lower than the previous month and 6.49 percentage points lower than the previous year.
3. View of bopp jumbo roll price aftermarket
On the whole, on the whole, in September, the bopp jumbo roll price market price narrow shock mainly, the demand side to wait;Raw material BOPP price or first stable, weak shock;The market for butyl acrylate is uncertain, with supply concerns, but weak downstream demand could weigh on prices.Raw materials on the whole tape master volume support is limited, the focus should pay more attention to late September National Day before the downstream production limit, demand may be smaller than in previous years.Zhuochuang expects that the market price of adhesive tape master roll in September will be stable first and then weak. It pays close attention to the dynamics of raw materials and demand, and the price fluctuates by RMB 9,700-10,500 / ton.