Price trend: High supply collides with weak demand, and the downward trend continues (8.8-8.14)
The supply side is loose, demand performance is mediocre, and the supply-demand gap continues to widen. On site inventory is under pressure, and companies are forced to lower prices to reduce inventory. Currently, the market is weakly stable and consolidating. According to the monitoring of the commodity market analysis system of Shengyi Society, as of August 14th, the average price of dichloromethane in Shandong Province was 2040 yuan/ton, a decrease of 1.69% during the week and a year-on-year drop of 27.14%.

analysis of influencing factors
Supply side: High operating rate, inventory pressure
The on-site supply is loose, and the overall operating rate of methane chloride plants in the industry has risen to around 85%, a high in the past six months. Downstream procurement is weak, and companies are reducing prices to reduce inventory. Currently, the pressure on manufacturers’ inventory is slightly easing.
Cost side: methanol drops, liquid chlorine rises, insufficient cost support
Due to the accumulation of methanol in ports and weak demand, the market fluctuated weakly during the week. As of August 14th, the benchmark price of methanol in Shengyi Society was 2373.33 yuan/ton, a decrease of 0.42% during the cycle. Downstream demand for liquid chlorine has improved, with a slight increase in prices, but limited support for dichloromethane.
On the demand side: seasonal suppression, with rigid procurement as the main focus
From August to September, the production scale of the air conditioning industry decreased to around 12 million units on a month on month basis. The pre-sales demand for refrigerants R32 and R410A was reduced in the short term, and procurement was cautious. Due to the summer maintenance of enterprises, demand for pharmaceutical and pesticide solvents has contracted in the short term. The adhesive industry has been dragged down by the construction industry, resulting in a year-on-year decline in orders. Overall demand in August may be weaker than in July. Under the expectation of the “Golden September” peak season, the willingness of enterprises to stock up has increased, providing strong support for the dichloromethane market.
Future prospects
If the demand is difficult to improve, the price may hit bottom again and explore the 2000 yuan/ton mark. If supply tightens or exports increase, the market may rebound slightly.