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[pom morning update] short-term domestic pom market to weaker consolidate

Longzhong 2025-10-24 09:03:11

I. Points of Attention

1) The short-term downside is limited.

2) The market's replenishment activities on dips have increased.

3) Terminal orders are showing weak performance.

Core LogicThe market shipments are under pressure, and negotiations are based on volume.

Price List

Product

Region

October 23rd

October 22nd

Rise and fall

Methanol

Chongqing Area

2280-2320

2280-2320

0/0

POM

Yuyao Yun Tian Hua M90

10600-10800

10600-11000

0/0

Remark:

1 Methanol and POM both use mainstream market prices.

2 Two varieties are priced in RMB, unit: yuan/ton.

3 The above RMB prices are all market prices including tax.

4 The prices for the two periods are the point-in-time prices from the two previous workweeks before this week, not the weekly average prices.

5 The rise and fall are month-on-month changes.  

Three, Translate the above content into English and output the translation directly without any explanation. Market Outlook

There is limited guidance from fundamental news, and a wait-and-see atmosphere is intensifying across different regions. Currently, the ex-factory price has fallen to a low level, with limited short-term downside potential. Market restocking activity on dips is increasing, but constrained by weak demand, downstream customers show low purchasing enthusiasm. Traders are under pressure to sell, with some offers having a trading range of 100-200 yuan/ton, with actual transactions being negotiated. Longzhong expects the domestic POM market to consolidate weakly in the short term.

4. Data Calendar

Data Project

Publication Date

Previous Data

Expected Trend for This Period

Capacity Utilization rate

Thursday 17:00

94.06%

Production Profit Margin

Thursday 17:00

0.54%

 

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