2,6-Dichlorophenol

# 2,6-Dichlorophenol Recent Commodity Market Dynamics Intelligence

---

## I. Price Overview

| Period | Region | Manufacturer | Specification | Price (CNY/ton) | Trend |
|--------|--------|--------------|---------------|-----------------|-------|
| 2026-08-17 | Jiangsu | Jiangsu Xinsu New Materials | 99.5% | 10,800 | — |
| 2026-08-17 | Shandong | Shandong Hongyang Chemical | 99.5% | 25,700 | — |
| 2026-11-09 | Jiangsu/Suzhou | Jiangsu Xinsu New Materials | 99.5% | 10,800 | Stable |
| 2026-11-09 | Jiangsu/Suzhou | Suzhou Senfida Chemical | 99.5% | 13,000 | — |
| 2026-11-09 | Shandong | Shandong Yihe Fine Chemical | 99.5% | 25,000 | Stable |
| 2026-11-09 | Shandong | Shandong Hongyang Chemical | 99.5% | 25,700 | Stable |
| 2026-11-10 | Jiangsu/Suzhou | Jiangsu Xinsu New Materials | 99.5% | 10,800 | Stable |
| 2026-11-10 | Shandong | Shandong Yihe Fine Chemical | 99.5% | 25,000 | Stable |
| 2026-11-10 | Shandong | Shandong Hongyang Chemical | 99.5% | 25,700 | Stable |

**30-Day Price Range**: Minimum 10,800 CNY/ton, Maximum 25,000 CNY/ton, Current increase rate 16.92%.

---

## II. Regional Price Gaps and Supply Structure

1. **Significant North-South Price Gap, Fixed Structure**
Prices in the Jiangsu region have been anchored at **10,800 CNY/ton** for a long time, remaining unchanged from November 4 to 10. In contrast, prices in the Shandong region have steadily maintained a high range of **25,000–25,700 CNY/ton**. The price difference between the two regions reaches **14,200–14,900 CNY/ton**, nearly doubling. This gap is not a short-term fluctuation but a long-term structural divergence—Jiangsu features concentrated production capacity and intense competition, while Shandong maintains a high premium due to logistics costs, regional supply-demand dynamics, and manufacturer pricing strategies.

2. **Shandong Duopoly, Firm Prices**
Shandong Hongyang Chemical has quoted 25,700 CNY/ton for 8 consecutive days since November 3, and Shandong Yihe Fine Chemical has quoted 25,000 CNY/ton for 7 consecutive days since November 4. The quotes from these two enterprises are **highly stable with zero fluctuation**, indicating concentrated pricing power on the supply side in the Shandong region, with no signs of loosening in the short term.

3. **New Entrant Probing in Jiangsu**
Suzhou Senfida Chemical quoted 13,000 CNY/ton on November 9, which is 2,200 CNY/ton higher than Jiangsu Xinsu. However, this quote appeared for only one day with no subsequent updates, suggesting it may be a probing quote, and its market acceptance remains to be observed.

---

## III. Market Dynamics Analysis

**Supply Side**: Stable Capacity, No Operational Concerns
Based on the continuity of quotes, major manufacturers are maintaining a stable shipping pace. Shandong Hongyang's single quote volume is 99 tons, Yihe's is 12 tons, and Jiangsu Xinsu's is 30 tons. There are no obvious signals of supply contraction or expansion. Combined with the overall situation of the phenol industry chain, upstream phenol production in October was 485,400 tons with a capacity utilization rate of 78.74%, and phenol-ketone operating rates recovered to 77.80%. Raw material support is acceptable, but downstream products such as Bisphenol A and epoxy resins are still in the loss-making range, limiting the transmission of demand for chlorinated phenols.

**Demand Side**: Rigid Demand Dominates, Limited Elasticity
As an intermediate for pesticides and pharmaceuticals, the downstream demand for 2,6-dichlorophenol is primarily rigid procurement. Currently, the downstream of the phenol industry chain is generally in the red, and end-users have weak capacity to absorb high-priced raw materials. This pressure is similarly transmitted to the chlorinated phenol sector. The low-price zone in Jiangsu may be a direct reflection of weak demand and intense competition.

**Inventory and Logistics**: Obvious Regional Divergence
The long-term low prices in the Jiangsu region suggest potential local inventory pressure or intense circulation competition. The firm high prices in the Shandong region may be related to logistics costs and tight regional inventory.

---

## IV. Trend Judgment and Forecast

| Dimension | Judgment |
|-----------|----------|
| **Short-term (1–2 weeks)** | Prices are likely to remain as they are. The 25,000–25,700 CNY/ton range in Shandong is solid, the 10,800 CNY/ton anchor in Jiangsu remains unchanged, and the regional price gap is difficult to bridge in the short term. |
| **Medium-term (1–3 months)** | Two variables need to be watched: First, if upstream phenol prices continue to fall (currently dropped to 9,200–9,250 CNY/ton in East China), it will drag down the cost support for chlorinated phenols. Second, if Shandong manufacturers release new production capacity or face inventory accumulation, there is a risk of a pullback in the high-price zone. |
| **Risk Warning** | If the low-price zone in Jiangsu continues to be below the cost line, it may trigger manufacturers to cut production to prop up prices. If demand in the high-price zone in Shandong remains weak, the ceiling of 25,700 CNY/ton may be breached. |

**Core Conclusion**: The current 2,6-dichlorophenol market presents a stagnant pattern of \"high in the north, low in the south, with polarized divergence.\" The short term is dominated by stability. In the medium term, close attention must be paid to the trend of upstream phenol prices and signals of downstream demand recovery. If phenol prices continue to decline, the cost support for chlorinated phenols will further weaken, increasing the probability of a pullback in the high-price zone in Shandong. Conversely, if the peak season for pesticides and pharmaceuticals arrives and demand warms up, the price center may shift slightly upward.