Price Of Dye: The Price Of Disperse Dyes Rose In Xiangshui Explosion, And Detailed Price List.

In March 21st, the explosion occurred in the Xiangshui Jiayi chemical plant in Xiangshui, Yancheng. The CPC Central Committee and the State Council attached great importance to it. The province and the relevant departments were making every effort to rescue them, and all sectors of society were praying for Xiangshui. According to Xinhua news agency new media news, as of 23, 7 o'clock, the accident has caused 67 deaths, 21 critically ill wounded, seriously injured 73 people. After the explosion, chemical industrial parks in all parts of the country launched safety inspection activities urgently, and the dye production city of Shangyu, Shaoxing, also started safety inspection in the whole area. The lessons of blood and the cost of life will prompt chemical companies everywhere to be vigilant, alarm bells ringing, and production must be safe.

Meta benzene two amine is one of the important intermediates of disperse dyes, reactive dyes and direct dyes. The concentration of the industry is very high. The explosion of Tian Jia Yi will lead to a shortage of interphenyl two amine, which will increase the price of dyes. After the bombing, members of the group went to a number of dyestuffs enterprises to investigate and understand the market dynamics of dyestuffs, and learned that many disperse dye enterprises and intermediate enterprises had stopped receiving orders on the day of the incident. In March 18th, the factory price of dispersed black ECT300% was adjusted from 45 yuan / kg to 47 yuan / kg, but the actual price of the market was only about 37 yuan / kg. In the past two days, the actual price of disperse dyes has risen rapidly, and the information of the seven color cloud business providers and several dyed WeChat groups has been greatly increased. It is reported that the factory price of benzoic amine two has risen from 47 thousand yuan / ton to 100 thousand yuan / ton, and the price of disperse dyes began to rise in March 24th. The detailed prices are as follows:

The price rise of disperse dyes has been anticipated after the explosion. The main reasons are as follows:

First, the two benzene amine is one of the important intermediates of disperse dyes. Supply shortage is bound to push up the selling price of downstream products. The disperse dyes corresponding to two benzyl amine include disperse black ECT300%, disperse blue ECO300%, disperse red 167, disperse blue 183:1, disperse blue 165 and so on. The sales volume of these products accounts for about 50% of the sales of disperse dyes, and the price rise will also drive up the price of other disperse dyes.

Second, the new capacity of M - two amine will not increase in the short term. Under the impact of this explosion, it is expected that in the next 2-3 years, there will not be a new inter - batch of benzene two amine projects in China, and the new capacity will not increase; at the same time, the existing capacity will be limited because of safety considerations. Benzamine two will continue to run short, and prices will likely continue to rise and record high.

Third, the stocks of benzene amine two are insufficient. Affected by the drop in price of disperse dyes, the storage of meta benzene two amine in disperse dye enterprises is generally insufficient, which will cause enterprises to sell disperse dyes.

Fourth, the disperse dye inventory of printing and dyeing enterprises and dealers is low for the same period. In March, the printing and dyeing enterprises were not prosperous in the peak season, and the price of disperse dyes decreased. The inventory level of disperse dyes in printing and dyeing enterprises and dealers was lower than that in the same period last year. After this incident, the bullish disperse dyes were widely affected by the psychological impact of "buying up or not buying down", and buyers' orders surged. On the last two days, the merchants and sellers of seven color cloud e-commerce platforms increased significantly.

Fifth, disperse dye production capacity is reduced. North Jiangsu area, about 150 thousand tons / year of disperse dye production capacity, affected by the environmental storm in 2018, the production of enterprises was seriously affected. It was expected to gradually resume production in the near future. After the explosion, it is expected that the resumption of work will be in the long run, and the capacity of individual resumed enterprises will be greatly reduced. Zhijiang chemical company is one of the most important producers of disperse dyes in China. It has been seriously damaged by the explosion shock wave on the next wall of Tian Jia Yi company.

Sixth, the oligopoly pattern of disperse dyes is further enhanced. After the explosion, the capacity of disperse dyes in Northern Jiangsu has been greatly reduced, the concentration of industries has been further enhanced, and the domestic oligopoly pattern has been further enhanced, which will further enhance the price discourse power of disperse dyes producers. Globally, disperse dye manufacturers are mainly in China, and can not rely on imports in the short term to solve the market supply of disperse dyes in China.

Under the influence of the explosion, the chemical industry of nitrification process and hydrogenation reduction process will be subject to key verification. This will also lead to more supply of dyes and their intermediates and higher prices, such as disperse dyes, intermediates, reactive dyes, intermediates, and so on. With the price increase of disperse black ECT300% and disperse red jade 167 series, the substitution of different color matching components without the use of phthalamine two will also appear, which will partly alleviate the excessive price rise of some disperse dyes to a certain extent. For the price of disperse dyes, the seven color clouds continue to bullish. It is expected that the price of active black WNN and active yellow 3RS will also increase. It is recommended that the printing and dyeing enterprises make reasonable stock according to the inventory level and demand level.