Investigation and treatment of potential safety hazards of hazardous chemicals:
Due to the incident of "3.21" in Xiangshui County, the safety committee of the State Council issued an emergency notice, requiring the comprehensive investigation and treatment of potential safety hazards of hazardous chemicals. The production, storage and transportation of hazardous chemicals are faced with stricter safety inspection. The dyes, pharmaceutical intermediates and pesticide intermediates downstream of aniline are affected, and their production is suspended or limited. The demand is greatly reduced, which greatly limits the price of aniline.
Xinpu's 100,000 tons / year aniline plant is permanently shut down:
At the end of July 2017, after the 200,000 t/a aniline plant in Dongying, Jinling group was shut down due to an accident, the supply of aniline in the market was greatly reduced, and the price rose sharply until the plant was restarted.
Since the "3.21" Xiangshui County incident, the state has been more strict in the inspection of chemical enterprises. In this inspection, two 50,000 ton aniline units of Xinpu chemical have been shut down permanently since April 20. Xinpu chemical's aniline is basically supplied to export or downstream MDI contract plants, with less market input. Although the impact on the market is small in the short term, in the long term, the downstream MDI plant contracted with it will look for other aniline enterprises, which will still lead to the decrease of aniline market supply.
Increased cost pressure:
In 2019, the price of pure benzene was volatile and rising. At the beginning of the year (January 4), the average listing price of pure benzene companies was 4,400 RMB/ton. As of December 20, the average listing price of mainstream pure benzene manufacturers was 5,760 RMB/ton, and the average annual pure benzene price rose by 1,360RMB/ton, an increase of 30.91%.
At the beginning of 2019 (January 1), the production price of nitric acid in East China was 1,625 RMB/ton. As of December 20, the production price of nitric acid was 1,600 RMB/ton, which was 25 RMB/ton lower than the beginning of the year, a drop of 1.54%.The annual increase and decrease of nitric acid are not large, but there has been a sharp rise and fall in the mid-September to late October. The highest production price of nitric acid in 2019 occurred from September 25 to October 7, with a price of 2,466.67 RMB/ton, an increase of 51.8% over the beginning of the year.
The pressure on raw materials is increasing, and the profit of aniline is approaching the cost line. Aniline has risen, inventory pressure is heavy, and downward costs are upside down. Most companies choose to reduce the burden to protect profits.
Load reduction operation / maintenance of aniline plant:
January 13-17: the aniline plant in Dongying plant area of Jinling group was under load reduction operation;
From February 20 to 24, due to thermal power maintenance in Dongying plant area of Jinling group, the aniline plant was operated at half load; on February 22, the aniline plant was shut down for maintenance for one week due to faults; on February 27, a 100,000 t/a aniline plant in Nanhua was overhauled;
In the middle and late March, Jinling and Jinmao each had a set of 30,000 T/a aniline unit shutdown to replace the catalyst;
In the first ten days of April, Dongying aniline plant of Jinling group was operated with half load reduced; 2 sets of 100,000 ton aniline plant of Shandong Jinling group were overhauled from April 12 to 26; 2 sets of 100,000 ton aniline plant of Dongying Huatai Group were overhauled from April 17 to May 20; 1 set of 130,000 t/a plant of Tianji, Shanxi was overhauled from April 24, and another 130000 ton plant was stopped for a long time;
From May 12 to the first ten days of June, two sets of 100,000 ton aniline units were overhauled in turn;
On June 2, two sets of 30,000t aniline units in Jinmao were shut down for maintenance; on June 6, two sets of 30000t aniline units in Jinmao were shut down for maintenance;
From July to September, the downstream of aniline was in the off-season, combined with environmental inspection, the operation rate was low, and Jinling reduced the load operation;
On August 11, the 100,000 ton aniline plant of Huatai Dongying was shut down for about a week due to typhoon; on August 11, the 60,000 t/a plant of Dawang of Jinling group was shut down for maintenance;
From late September to mid October, the 130,000t/a plant in Tianji, Shanxi Province, stopped unsteadily;
Oct. 18-28, Huatai stopped for maintenance;
On November 1, half load of Aniline Unit in Dongying plant area of Jinling group was reduced; on November 25, a 100,000 t/a Aniline Unit in Jinling group was replaced with catalyst and shut down.
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