pre-filming agent

Pre-film Agent Recent Commodity Market Dynamics Intelligence

I. Price Trends
1. Domestic Market
- East China: The mainstream transaction price of pre-film agents is 8,500 - 9,200 RMB/ton, a slight increase of 200 - 300 RMB/ton compared to last week. Some high-end products have broken through 9,500 RMB/ton.
- South China: Prices range from 8,300 - 9,000 RMB/ton, showing a stable and slightly rising trend with an increase of 100 - 200 RMB/ton, mainly driven by increased downstream procurement demand.
- North China: Prices are in the range of 8,000 - 8,800 RMB/ton, with relatively small fluctuations. Some enterprises have maintained original prices or offered small discounts of 50 - 100 RMB/ton to promote shipments.
2. International Market
- Southeast Asia: The landed price of imported pre-film agents is 1,200 - 1,300 USD/ton. Prices have been stable recently, influenced by steady local demand and minimal fluctuations in international shipping costs.
- Europe: Prices are in the range of 1,000 - 1,100 EUR/ton. Due to production restrictions at some local European enterprises, supply is tight, leading to a slight increase of 50 - 100 EUR/ton.

II. Supply Situation
1. Domestic Production Capacity
- The overall operating rate of domestic pre-film agent production enterprises is around 75% recently. Some enterprises have seen a decrease in operating rates due to environmental inspections and equipment maintenance. For example, a certain enterprise in Shandong has suspended production for 10 days for maintenance, reducing market supply by approximately 500 tons.
- Regarding new production capacity, there are no new projects coming online. Market supply is mainly maintained by existing enterprises.
2. Import Situation
- Import volumes from Southeast Asia remain stable, with monthly imports of approximately 2,000 - 3,000 tons of pre-film agents, primarily meeting the needs of local chemical, power, and other industries.
- Due to tight local supply in Europe, import volumes from other regions have increased. Recently, import volumes from Asia have increased by approximately 15% month-on-month.

III. Demand Situation
1. Domestic Demand
- Chemical Industry: With the arrival of the peak production season for chemical enterprises, demand for pre-film agents has increased significantly. In particular, large chemical enterprises have increased procurement volumes to ensure the normal operation of equipment, with expected demand increasing by approximately 20% month-on-month.
- Power Industry: With the approaching summer peak electricity usage, power plants have increased the need for equipment maintenance and care. As an important chemical for equipment protection, the demand for pre-film agents has also increased, with an expected growth rate of approximately 15%.
2. International Demand
- Southeast Asia: Local manufacturing continues to develop, and demand for pre-film agents remains steadily growing, mainly used for equipment protection in the electronics, food, and other industries.
- Europe: Affected by the energy crisis, some enterprises have production restrictions, but demand for pre-film agents still exists, especially in the new energy and chemical sectors, with no significant decline in demand.

IV. Cost Factors
1. Raw Material Costs
- Prices of main raw materials for pre-film agents, such as organic acids and inorganic salts, have fluctuated slightly recently. Organic acid prices are 5,000 - 6,000 RMB/ton, and inorganic salt prices are 2,000 - 3,000 RMB/ton, with overall costs remaining relatively stable.
2. Energy Costs
- Domestic coal prices have risen, increasing energy costs for some pre-film agent production enterprises. Energy costs per ton of product have increased by approximately 100 - 150 RMB, affecting enterprise profits to some extent.

V. Analysis and Judgment
1. Price Aspect: The domestic market, influenced by increased downstream demand and reduced supply from some enterprises, is expected to see continued slight price increases, with an estimated increase of 300 - 500 RMB/ton. In the international market, prices in Southeast Asia will remain stable, while prices in Europe may further increase by 50 - 100 EUR/ton due to supply tightness.
2. Supply Aspect: Domestic enterprise operating rates are unlikely to increase significantly in the short term, and the supply tightness situation will persist for a period. International import volumes will adjust based on local demand and supply conditions, but the overall supply pattern will not change significantly.
3. Demand Aspect: Demand for pre-film agents in the domestic chemical and power industries will continue to grow, providing strong support for the market. International market demand will remain stable, with demand in some regions potentially shifting to other areas due to supply issues.

VI. Forecast
1. Short-term (1 - 2 months): Domestic pre-film agent market prices will continue to rise, and the supply tightness situation will be difficult to alleviate, with demand remaining strong. International market prices will diverge, with stability in Southeast Asia and increases in Europe.
2. Medium-term (3 - 6 months): With the completion of domestic enterprise maintenance and the gradual release of new production capacity, supply will increase, and price increases will slow down. International market demand will fluctuate based on the global economic situation and industry development trends, but overall demand will still maintain a certain level.