Shock Wave of Soundwater Explosion: Several disperse dyestuff enterprises stopped receiving orders a

The price of disperse dyes has been pushed up again! On March 21, Jiangsu Tianjiayi Chemical Co., Ltd., which has a capacity of 17,000 tons/year for m-phenylenediamine (dye intermediates), was the second largest core production plant in the industry. The explosion accident directly led to the shortage of m-phenylenediamine supply and the rise of its price, which in turn led to a sharp rise in the price of disperse dyes downstream.  
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China's m-phenylenediamine production capacity is about 99,000 tons per year, which is 65,000 tons per year for Zhejiang Anofang Amine Chemicals Co., Ltd., 17,000 tons per year for Sichuan Hongguang Special Chemical Co., Ltd., and 17,000 tons per year for Jiangsu Tianjiayi Chemical Co., Ltd. The explosion accident will affect about 20% of the market capacity of m-phenylenediamine, directly leading to the rise of m-phenylenediamine prices, the downstream disperse dye market should also rise.  
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According to Jun Fang, Minister of Information Department of Qicaiyun, on the day of the accident, many disperse dye enterprises and intermediates had stopped taking orders. The actual transaction price of disperse dyes had increased in the past two days. In Qicaiyun E-commerce and a number of dye Wechat groups, the information of purchasing disperse dyes increased significantly. At present, the factory price of m-phenylenediamine has risen from 47,000 yuan/ton to 100,000 yuan/ton, and the transaction price is unknown. In addition, the price of disperse dyes has increased since March 24. Taking disperse blue 56 # and Red 60 # as examples, Zhuo Chuang's data show that the current transaction price of Jiangsu disperse blue 56 # is 170-210 yuan/kg, while the transaction price of Red 60 # is 57-62 yuan/kg, while the quotation at the beginning of March is 165-200 yuan/kg and 56-60 yuan/kg, respectively.  
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Tian Liming, vice president of China Dyestuff Industry Association, said that the price rise of disperse dyes was not only affected by the explosion accident, but also related to the recent low inventory of downstream enterprises and the reduction of production capacity.  
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& ldquo; In March, the peak season of printing and dyeing enterprises was not strong and the price of disperse dyes was depressed. The inventory level of disperse dyes of printing and dyeing enterprises and distributors was lower than that of the same period last year. After the explosion accident, the market was generally bullish on disperse dyes. Under the psychological influence of buying up and not buying down, the buyer's order increased sharply, which led to the price rise of disperse dyes. & RDquo; Aromatic analysis.  
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In addition, the reduction of disperse dye production capacity is also an important reason. It is understood that there are about 150,000 tons per year of disperse dye production capacity in northern Jiangsu. Affected by environmental protection supervision and other factors in 2018, the production of enterprises is limited. Enterprises that had planned to resume production in the near future will also have a long way to go after the explosion accident, and even if individual enterprises resume production will be greatly reduced.  
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The market will remain high-nbsp;
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Later, the market of disperse dyes will remain high.  
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In terms of raw material supply, after the Tianjiayi explosion, the supply structure and actual capacity of m-phenylenediamine will undergo significant changes. It is expected that theoretical capacity of phenylenediamine will be reduced from the previous 99,000 tons to about 70,000 tons in 2019. On the consumption side, with the increase of dye production capacity, the consumption of phenylenediamine is expected to exceed 80,000 tons in 2019. & Overall, the supply of m-phenylenediamine will continue to be in short supply and prices will likely continue to rise, but the specific increase depends on how the prices of Longsheng in Zhejiang and Hongguang in Sichuan are priced. Rising raw material prices will bring cost support to the disperse dye market. & rdquo; Tian Liming analysis.  
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In addition, affected by the explosion, chemical enterprises of nitrification process and hydrogenation reduction process will be subject to key verification, resulting in more dyes and intermediates supply reduced, and prices increased.  
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It is reported that dyestuff-related enterprises in Xiangshui Eco-chemical Park, Yancheng City, Jiangsu Province, such as Anoqi Chemical Co., Ltd. and Jiangsu Zhijiang Chemical Co., Ltd., are currently in a state of suspension.  
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Affected by this, tender yellow dyes are expected to continue to rise after a continuous price increase; disperse blue 60, 56, Red 60