Di domestik sɔdiɔm mɛtɔksayd makɛt dɔn go insay wan volatil tredin faz insay Sɛptɛmba 2026, we dɔn pul atɛnshɔn frɔm fayn‐kɛmikal distribyushɔn, famasi intamɛdiet faktri, peshɛnt prodyusɔ ɛn ovasi impɔta. Sɔdiɔm mɛtɔksayd, we dɛn kin yuz mɔ as ay‐aktiviti katalis fɔ ɔrganik sɛntesis, bayɔdizil prɔsesin ɛn drɔg intamɛdiet prodakshɔn, de dipen bad bad wan pan mɛtanɔl as in kɔr raw matirial.

Tude insay Sɛptɛmba, di mɛtanɔl spɔt prayz bin go ɔp pas 20% bikɔs di import kago dɛn dɔn ridyus ɛn di pɔt invɛntari nɔ bɔku. Di shap raw‐material rɔli bin push ɔp prodakshɔn kɔst fɔ sɔdiɔm mɛtɔksayd manifakta dɛn dairekt wan. Pan ɔl we di prayz fɔ mɛtanɔl bin go bak leta bitwin di jiopɔlitikal risk dɛn we bin de izi, di kɔst lod nɔ bin ful-ɔp fɔ rilivu fɔ di dawtstrim sɔdiɔm mɛtɔksayd plant dɛn.

Na di saplai sayd, plɛnti sɔdiɔm mɛtɔksayd prodyusɔ dɛn na Shandong ɛn ɔda ki prodakshɔn bays dɛn bin lanch periodik ikwipmɛnt ɔvahɛl insay Sɛptɛmba, kɔt ɔvala ɔpreshɔn rɛt ɛn shrink di makit saplai akɔdin to dat. Rijinal prayz gap de klia ɔlsay na Chaina. Domɛstik 99% sɔlid sɔdiɔm mɛtɔksayd menstrim makɛt kot de chenj chenj bitwin 9500‐11000 RMB fɔ wan tan, we dɛn afɛkt bay faktri autput, lɔjistik ɛn prodakt klin spɛsifikɛshɔn. Sɔm manifakta dɛn kin ol tranga wan pan ɔf fɔ mek dɛn kɔntinyu fɔ gɛt prɔfit margin amid limited saplae.

Frɔm di dimand pɔynt, di dawtstrim kɔnsɔmshɔn de stedi. Di peshɛnt sɛktɔ de kip fɔ bay ɔltɛm fɔ intamɛdiet sɛntesis; famasitik faktri dεm de mεnten rigid‐dimand prokyumεnt fכ hεy‐pyuriti sכdiכm mεtכksayd. Bɔt, mɔs ɛnd‐yuzman dɛn kin avɔyd ebi ebi stok‐payl we dɛn gi dɛn ɔnstɛbul raw‐matirial kɔst, ɛn dɛn kin jɔs mek ɔda bays pan di aktual prodakshɔn nid dɛn. Di ɛkspɔt inkyɔri frɔm Sawt Is Eshia ɛn Midul Is dɔn bɔku dis biɛn tɛm, we dɔn push di makit atɛnshɔn to sɔdiɔm mɛtɔksayd FOB prayz ɛn dilivri saykl.

Fɔ di wan dɛn we tek pat pan di B2B makit, tu tin dɛn we de mek di raw‐matirial chenj ɛn di plant mentenɛns go kɔntinyu fɔ domin di shɔt tɛm makɛt muvmɛnt. Maket pleya dɛn nid fɔ trak di mɛtanɔl prayz tren, domestik plant ristart prɔgrɛs ɛn ovasi inkwyuiz volyum. Dɛn kin se di wan dɛn we de bay fɔ arenj di plan fɔ bay tin dɛn wit sɛns, ɛn pe atɛnshɔn gud wan to di kɔst shift ɛn di chenj dɛn we de apin na di sapɔt‐dimand balans fɔ sɔdiɔm mɛtɔksayd.