7月份以来,国内苯胺市场完成了一轮持续拉涨行情,创下今年以来新高。截至8月初,国内主流成交价由7月初的9200元(吨价,下同)上涨至11300元,环比涨幅23%,是今年以来涨幅最大、涨速最快的一次拉升行情。究其原因仍是在行情探底的基础上,原料上扬、库存再降、下游持稳、出口再增的几项利好共同驱动所致。但由于下游需求没有明显大幅增长,高位行情抵触现象已开始显现。预计后市高位成交放缓,有望进入一个快速拉 Since July, the domestic aniline market has completed a continuous pull up market, setting a new high this year. As of early August, the mainstream domestic transaction price rose to RMB 11,300 from RMB 9,200 (t price, the same below) in early July, up 23% qoq, the fastest rise of the year. The reason is still based on the bottom of the market, raw materials rose, inventory down, steady downstream, exports increased by several positive drive. However, due to the fact that downstream demand has not significantly increased substantially, the phenomenon of high market prices has begun to appear. High is expected to postpone the transaction slowed down, is expected to enter a rapid pull