1、 Polyoxymethylene market price trend chart

Price curve of paraformaldehyde

According to the monitoring of business society, the average price of polyoxymethylene last week was 5333 yuan / ton, and this week (8.16-8.19) the average price was 5366 yuan / ton, up 0.63%.

2、 Market analysis

On August 16, Shandong aldehyde Industry Chemical Co., Ltd. had an annual output of 30000 tons of paraformaldehyde. The ex factory quotation of paraformaldehyde (96) including tax was 5300 yuan / ton, which was flat compared with the last time. On August 17, Linyi Shengyang Chemical Co., Ltd. had an annual output of 9000 tons of paraformaldehyde. The ex factory quotation of paraformaldehyde (96) including tax was 5400 yuan / ton, an increase of 100 yuan / ton compared with the last time. Zibo Qixing Chemical Technology Co., Ltd. has an annual output of 10000 tons of paraformaldehyde. The ex factory quotation of paraformaldehyde (96) including tax is 5400 yuan / ton, which is the same as that last time. Individual enterprises have been boosted by the recent rise of raw material methanol, and the price of paraformaldehyde has been increased. At present, the goods in the paraformaldehyde market are acceptable.

Due to the maintenance of some enterprises, the inventory in the mainland is not high, the supply of goods is tight, and the order volume increases. Recently, the domestic methanol market has risen in a narrow range. According to the monitoring of business agency, as of August 10-17, the average price of domestic methanol production enterprises in Shandong increased from 2565 yuan / ton to 2567 yuan / ton, with a price increase of 0.10% in the cycle, a price increase of 0.88% month on month and a year-on-year increase of 58.49%.

3、 Future forecast

The polyoxymethylene market is acceptable. Recently, the slight rise of raw materials has boosted the market. The polyoxymethylene analysts of the business society expect that the price of polyoxymethylene may rise.

1、 Price trend

According to the bulk data monitoring of business society, as of August 13, the average price of refrigerant R22 was 16500 yuan / ton, up 1.02% compared with the beginning of the week, up 2.06% compared with the beginning of the month, and down 1% compared with the same period last year

According to the bulk data monitoring of business society, as of August 13, the average price of refrigerant R134a was 20500 yuan / ton, which was flat compared with the beginning of the week, down 0.81% compared with the beginning of the month and up 24.24% compared with the same period last year.

2、 Market analysis

The market price of refrigerant R22 rose steadily this week, and the enterprise quotation basically remained last week, and some continued to increase by 500 yuan / ton. The enterprise quotation had little difference and the negotiation profit was small. During the week, the market price trend of raw hydrofluoric acid was mainly stable, while the price of methane oxide stopped falling and rose, and the cost support was gradually strengthened. In addition, due to quota factors, the holders had a strong willingness to support the price. Although the demand continued to be weak, they had little intention to lower the price. Up to now, the market quotation of R22 is mostly in the range of 16000-17000 yuan / ton, about 16500 yuan / ton in Shandong, about 16000-16500 yuan / ton in Zhejiang, about 16500-17000 yuan / ton in Hunan and about 16000-16500 yuan / ton in Guangzhou. The prices in various places have risen steadily.

This week, the market price of refrigerant R134a was temporarily stable, the enterprise basically did not adjust the price, the profit was poor, and R134a hovered at the bottom. During the week, the market price trend of raw hydrofluoric acid was mainly stable, with general support. In addition, the new production capacity entered the market, and the supply was expected to increase. However, the demand continued to be weak. Under the situation of weak supply and demand, R134a market was dragged. Although the industry was willing to support the market, it was difficult to form an obvious inflection point, and the actual transaction was mainly negotiated. Up to now, the market quotation of R134a is mostly in the range of 19000-23000 yuan / ton, that of Zhejiang is about 19000-21000 yuan / ton, that of Hunan is about 19000-19500 yuan / ton, and that of Guangzhou is about 19000-20000 yuan / ton.

region R22 (yuan / ton) R134a (yuan / ton) date

Zhejiang region 16000-16500 19000-21000 August 13th

Shandong region sixteen thousand and five hundred 19800-21000 August 13th

Guangzhou area 16000-16500 19000-20000 August 13th

Hunan region 16500-17000 19000-19500 August 13th

Jiangsu region sixteen thousand 20000-23000 August 13th

In terms of raw materials, on August 13, the domestic hydrofluoric acid market price was mainly stable, the on-site unit operation was stable, the supply of goods was normal, the market price trend of anhydrous hydrofluoric acid was mainly stable, and the recent fluorite price trend was mainly stable, which had a certain supporting impact on the hydrofluoric acid market, but the overall trend remained high, and the operating rate of the downstream refrigerant industry was still at a low level, The actual demand changes little, and the refrigerant market trend has an upward trend recently. It is expected that the market price of hydrofluoric acid may be stable.

Trichloromethane, on August 6, the methane chloride Market in Shandong was divided, and some manufacturers offered adjustment. At present, the mainstream ex factory price of dichloromethane is about 3950 ~ 4040 yuan / ton, the mainstream ex factory price of trichloromethane is 3090 yuan / ton, and the downstream inquiry is light.

3、 Future forecast

Business community refrigerant analysts believe that at present, the demand side continues to be weak. R22 is supported by quotas and the price is strong. It is expected that it is easy to rise but difficult to fall in the short term; R134a’s new production capacity entered the market, and the supply is expected to increase. In the situation of weak supply and demand, there is a lack of favorable guidance, and it is expected to operate stably in the short term.

1、 Price trend

According to the bulk list data of business society, mixed xylene fluctuated lower this week. On August 8, the price of mixed xylene was 5880 yuan / ton; On Sunday (August 15), the price was 5850 yuan / ton, down 30 yuan / ton or 0.51% from last week; Compared with the same period last year, it increased by 66.19%.

2、 Analysis and review

Affected by the epidemic, demand weakened again, coupled with the wide range of crude oil shocks during the week and the uncertainty of cost, the mentality of operators was empty and mixed xylene fell continuously. At present, the price of mixed xylene is mainly affected by crude oil and demand, and the external guidance is limited.

In terms of external market, as of August 13, the price of mixed xylene imported from South Korea was US $818.5/t, down US $1 / T or 0.24% month on month (MOM) on August 6; The reference price of domestic imported mixed xylene was $838 / T, up $4 / T or 0.48% month on month on August 6.

In terms of crude oil, the spread of delta virus has dragged down the market mentality, and the market is worried that the growth of demand will be restrained. However, the decline in U.S. crude oil and gasoline inventories led to a rebound in oil prices. It is reported that the number of active oil rigs in the United States this week increased by 10 compared with last week and 225 compared with the same period last year. On August 6, Brent fell by US $0.11/barrel, or 0.16%; WTI rose US $0.16/barrel, or 0.23%.

In the downstream PX market, the domestic PX price this week was flat compared with last week, at 7300 yuan / ton, an increase of 58.7% over the same period last year. As of August 12, the closing prices in Asia were USD 916-918 / T FOB Korea and USD 934-936 / T CFR China.

In terms of PTA market, PTA in East China fluctuated narrowly this week. On Friday (August 13), the price was 5330.91 yuan / ton, up 0.03% from last week and 46.58% from the same period last year.

In the ox market, the ox price leveled off this week. On Friday (August 13), the ox price in East China was 6300 yuan / ton, up 43.18% year-on-year.

3、 Future forecast

The trend of crude oil is full of uncertainty. Continue to pay attention to OPEC + production increase, U.S. crude oil and refined oil inventory data, global stock market and economic data, the latest epidemic situation and geographical situation.

The weak demand side is difficult to change, the trend of crude oil on the cost side is still uncertain, and mixed xylene is easy to fall but difficult to rise. Continue to pay attention to the trend of crude oil and external market, maintenance and inventory dynamics of mixed xylene unit and the impact of downstream demand on its price.

According to the price monitoring of business agency, the price trend of sulfur (granular sulfur) in East China increased this week. On August 13, the average price of sulfur production was 1686.67 yuan / ton, an increase of 1.20% compared with the price of 1666.67 yuan / ton on August 7.

This week, the domestic sulfur market was sorted upward. The inventory of refineries in various regions in China remained low and the shipment was stable. The downstream factories mainly purchased on demand. The market transaction atmosphere was good and the on-site mentality was wait-and-see. During the week, refining companies in various regions in China adjusted their prices according to their own shipments, with an increase of 20-30 yuan / ton for solid sulfur and 10-30 yuan / ton for liquid sulfur. As of the 13th, the regional prices of sulfur (particles) in China are as follows:

region varieties August 13th

East China Sulfur (particle) 1680-1770 yuan / ton

North China Sulfur (particle) 1540-1650 yuan / ton

Shandong region Sulfur (particle) 1680-1700 yuan / ton

The downstream phosphate fertilizer market is improving, and the prices of Monoammonium and diammonium rise simultaneously. Monoammonium enterprises have sufficient orders, mainly digest early export orders, and accept a small number of new orders. Some enterprises shut down their units for maintenance, the spot supply is limited, and the price remains high. The demand for diammonium is strong. With export orders and domestic demand, enterprises have a large amount to be sent, and the market supply is tight. The future market may continue to rise. Comprehensive phosphate fertilizer market analysis effectively supports the trend of sulfur in the later stage.

According to the sulfur analysts of the business society, the domestic sulfur market is strong at a high level, the production and sales of refineries in various regions are stable, the market trading atmosphere is good, and with the effective support of the downstream phosphate fertilizer market, the operator has a positive attitude. It is expected that the sulfur market will be sorted out and operated at a high level, and pay attention to the follow-up of the downstream.

According to the monitoring data of business society, since August 5, hydrogen peroxide ended its decline, hit the bottom and rebounded, and staged a counter attack. As of August 13, the average market price of hydrogen peroxide rose to 826 yuan / ton, with a price increase of 2.48%.

On August 13, some domestic hydrogen peroxide manufacturers offered as follows:

The quotation of hydrogen peroxide of Luxi Chemical is 800 yuan / ton, an increase of 60 yuan / ton compared with the beginning of August; The quotation of hydrogen peroxide for Hebei Zhengyuan chemical fertilizer is 820 yuan / ton, up 40 yuan / ton compared with that in early August; The quotation of hydrogen peroxide of Anhui Quansheng chemical is 860 yuan / ton, which is under shutdown and maintenance.

The terminal demand has improved, and the inflection point of hydrogen peroxide has arrived

Since the end of July, the terminal caprolactam market has risen, the demand has increased, the hydrogen peroxide market has risen one after another, the performance is not obvious, and it has been beaten back to its original shape after the rise. In August, the first week still maintained a downward trend. At the beginning of this week, the market of terminal paper industry was stable, the caprolactam market was high, the procurement demand recovered, the order volume of hydrogen peroxide increased, the manufacturer’s quotation began to rise, and hydrogen peroxide has reached the inflection point. In the second week, the terminal paper market was driven by the stock market of the Mid Autumn Festival. The price continued to rise, the order volume of hydrogen peroxide increased, and the price continued to rise, with a weekly increase of 1.64%.

Business agency hydrogen peroxide analyst Li Bing believes that: the Mid Autumn Festival is approaching, the terminal paper mill stock market is pulling, and the rise of hydrogen peroxide market can be expected.

Coking coal prices are strong this week (8.9-8.12). According to the monitoring of business society, the average market price at the beginning of the week was 2250 yuan / ton, and the average market price on August 13 was 2400 yuan / ton, with a price increase of 6.67% and a price increase of 77.34% over the same period last year. Coking coal prices are running at a high level.

On August 11, the commodity index of coking coal was 172.20, up 6.15 points from yesterday, a record high in the cycle, up 283.43% from the lowest point of 44.91 on January 28, 2016（ Note: period refers to 2012-09-01 to now)

According to the business society, in terms of supply, coking coal has maintained a strong trend in the near future. In terms of origin, the coal in origin has increased recently, but due to the impact of environmental protection inspection, the supply of coking coal in the main origin is still relatively tight, and some coal mines are dominated by early orders.

Demand: the price in the spot market is temporarily stable today, and the first round of increase is fully implemented. For coking enterprises, there are still production restrictions in Shanxi and Shandong, the local coke supply is slightly tight, and the inventory in the plant is generally low. Coking enterprises in other parts of China started actively, and production and sales were stable. The price of raw coal in the upstream is high, the profit of coking enterprises has declined to a certain extent, and the coke enterprises have a strong attitude of supporting the price. Downstream steel mills have stable demand for coke, the overall coke inventory is slightly low, and there is a demand for replenishment.

According to the coking coal analyst of business society, the coke price is strong, the purchasing enthusiasm of downstream steel mills is not reduced, and the coke still has a strong demand for replenishment of coking coal, supporting the expectation of raising coking coal. It is comprehensively expected that the coking coal price will be stable, medium and strong in the short term, depending on the downstream market demand.

Recent price trend of isooctanol

As can be seen from the above figure, the ex factory price of isooctanol in Shandong this week was temporarily stable. The average ex factory quotation of isooctanol mainstream in Shandong this week was 18700.00 yuan / ton, a year-on-year increase of 167.14% over the same period last year. Overall, the isooctanol market was temporarily stable this week, and the isooctanol commodity index was 137.50 on August 6.

Downstream demand rose, and isooctanol rose again

From the perspective of manufacturer’s quotation, the ex factory quotation of mainstream manufacturers of isooctanol in Shandong this week is temporarily stable: Jianlan chemical’s quotation of isooctanol this weekend is 18700 yuan / ton, which is temporarily stable compared with that at the beginning of the week; Lihuayi offered 18600 yuan / ton of isooctanol this weekend, which was temporarily stable compared with that at the beginning of the week; Hualu Hengsheng offered 18800 yuan / ton of isooctanol this weekend, which was temporarily stable compared with that at the beginning of the week.

From the upstream and downstream industrial chain, the propylene market in the upstream raw material market of isooctanol fell slightly this week. The quotation fell from 7845.82 yuan / ton at the beginning of the week to 7727.64 yuan / ton at the end of the week, down 1.51%, up 12.39% year-on-year compared with the same period last year. The market price of upstream raw materials fell slightly, which had a negative impact on the price of isooctanol due to the impact of supply and demand.

In the downstream market of isooctanol, the ex factory price of DOP fell slightly this week. DOP quotation decreased from 15700.00 yuan / ton at the beginning of the week to 15625.00 yuan / ton at the end of the week, a decrease of 0.48%, an increase of 123.21% over the same period last year. Downstream DOP prices fell slightly, downstream customers’ enthusiasm for octanol procurement weakened, and the demand for isooctanol weakened.

Weak demand and bearish outlook

In mid August, the market trend of Shandong isooctanol may fluctuate slightly. On the whole, recently, isooctanol units have been started successively, the overall operating rate of the isooctanol industry has increased, the downstream market is general, and the demand has weakened. Therefore, the isooctanol analysts of business society believe that the domestic isooctanol market may fluctuate slightly in mid August.

1、 Price trend

According to the bulk list data of business society, the trend of mixed xylene fell after the county magistrate this week. On August 1, the price of mixed xylene was 5900 yuan / ton; On Sunday (August 8), the price was 5880 yuan / ton, down 20 yuan / ton or 0.34% from last week; Compared with the same period last year, it increased by 65.63%.

2、 Analysis and review

Crude oil fell sharply during the week, and the cost support weakened; Downstream demand continued to be weak and market negotiations were light. In the early stage, driven by the reduction of supply in South China, the price rose. With the arrival of ships, the supply increased and the market focus fell.

In terms of external market, as of August 6, the price of mixed xylene imported from South Korea was US $820.5/t, up US $8 / T or 0.98% month on month compared with July 30; The reference price of domestic imported mixed xylene was US $834 / T, up US $1 / T or 0.12% month on month on July 30.

In terms of crude oil, the spread of delta mutant virus has suppressed the atmosphere of the crude oil market, OPEC + has gradually increased production since August, and negative factors such as the increase of U.S. crude oil inventory have suppressed, resulting in a sharp decline in international oil prices this week. On July 30, Brent fell $5.63 / barrel, or 7.38%; WTI fell US $5.67/barrel, or 7.67%.,

In the downstream PX market, the domestic PX price rose this week, at 7300 yuan / ton, up 2.82% from last week and 58.7% from the same period last year. As of August 6, the closing prices in Asia were USD 938-940 / T FOB Korea and USD 956-958 / T CFR China.

In terms of PTA market, PTA in East China fell this week. On Friday (August 6), the price was 5329.09 yuan / ton, down 3.84% from last week and up 46.74% from the same period last year.

In the ox market, the price of ox rose this week. On Friday (August 6), the price of ox in East China was 6300 yuan / ton, up 1.61% from last week and 43.18% from the same period last year.

3、 Future forecast

Xylene analysts from the chemical branch of business society believe that: at the supply cost side, the implementation of OPEC + production reduction, the total number of American oil drilling platforms and weekly EIA and API inventory data. Second, on the demand side, the impact of the global epidemic on crude oil demand, the progress of industrial chain recovery, the economic and trade situation in Europe and the United States, etc. Third, look at the geopolitical situation in the Middle East, China and the United States, the progress of the new crown vaccine, the US dollar index and stock market linkage.

The demand side continues to be tepid, and the trend of crude oil on the cost side is still uncertain. It is expected that the trend of mixed xylene will continue to fluctuate in a narrow range next week. Continue to pay attention to the trend of crude oil and external market, maintenance and inventory dynamics of mixed xylene unit and the impact of downstream demand on its price.

1、 Price trend

According to commodity data monitoring, isopropanol prices rose this week. The average price of domestic isopropanol was 6400 yuan / ton on Monday and 6866.67 yuan / ton on Friday. The price increased by 7.29% during the week.

2、 Market analysis

Figure: comparison of price trend of acetone and isopropanol from June to August

The price of isopropanol increased this week. Internationally, on August 3, the U.S. isopropanol closed stable, and the European isopropanol market closed basically stable. Acetone rose steadily this week, which has certain support for isopropanol. The factory quotation is relatively strong, the trader’s mentality is good, the isopropanol market has strong intention to increase, and the quotation is firm and upward. Up to now, the quotation range of isopropanol in Shandong is about 6500-6700 yuan / ton; The quotation range of Jiangsu isopropanol is about 7100-7200 yuan / ton; The quotation range of isopropanol in Zhejiang is around 7000-7200 yuan / ton.

In terms of raw material acetone, the domestic acetone market has been negotiated higher. After the petrochemical plant has increased again and the enterprise operating rate may decline, the confidence of cargo holders has improved. They have heard that the shipping schedule has been postponed to Hong Kong. Stimulated by various news, the market price is strong. The average price of domestic acetone was 5125 yuan / ton on Monday and 5175 yuan / ton on Friday. The price increased by 0.98% during the week.

In terms of raw propylene, the propylene market quotation decreased this week. On Monday, the average price of domestic propylene was 7845.82 yuan / ton, and on Friday, the average price was 7727.64 yuan / ton. During the week, the price was adjusted downward by 1.51%. At present, propylene method has no advantage, the price is upside down, and the impact on the current isopropanol price is limited.

3、 Future forecast

Isopropanol analysts of the chemical branch of business society believe that: at present, the domestic isopropanol market offer is strong and upward, the factory quotation is increased, the trader’s mentality is good, and the market bullish expectation is strong. It is expected that the price of isopropanol will continue to rise slightly in the short term.

Price trend

According to the bulk list data of business society, the domestic POM market rose in July, and the spot prices of various brands rose. As of July 31, the average price offered by POM injection molding sample enterprises of business society was about 17166.67 yuan / ton, an increase of 5.75% compared with the average price at the beginning of the month.

Cause analysis

In terms of POM upstream formaldehyde, the rising atmosphere at the beginning of July continued to drive the demand of plate enterprises at the end of June, and the market atmosphere warmed up. With the sudden drop in the operation of plate factories in Shandong affected by the rainy weather, the demand continued to decline and the procurement capacity shrank rapidly. The formaldehyde Market in Shandong began to decline at a high level on the 6th. By mid month, the market reached equilibrium and the spot price began to return to stability. The mainstream market price in Shandong is 1300-1400 yuan / ton. At the end of the month, the upstream raw material methanol market was sorted out at a high level, and it is expected that the recent formaldehyde price in Shandong may be dominated by shock and decline.

The high level of upstream prices fell, and the cost side support of POM weakened. Since July, the domestic POM market has been mainly supported by the tightening of the supply side, and the supply of domestic enterprises is in short supply. At present, there are still enterprises or maintenance or forced to reduce the burden due to force majeure. At present, the delivery period of on-site orders is relatively prolonged, the on-site supply shortage strengthens the mentality of manufacturers, and the speculation atmosphere is still strong. In addition, manufacturers and merchants control shipments. At present, there is a strong willingness to report high on the site. Tianye Chemical M90 quoted a reference price of about 16100 yuan / ton for negotiation. The ex factory reference price of Yuntianhua M90 is about 17900 yuan / ton, which is subject to firm negotiation. Shenhuaning coal mc90 is quoted at a reference price of about 17500 yuan / ton, with cash withdrawal. I heard that the on-site inquiry was significantly higher than the official price and increased frequently. After being forced to follow up a number of supply sources, downstream enterprises have significantly reduced their replenishment operations recently due to the increasing cost pressure.

Up,

Future forecast

Business analysts believe that the domestic POM market trend is strong in July, the upstream formaldehyde price is generally high, and the POM cost support is acceptable. The supply in the venue is tight and the improvement of the pattern is limited, and the supply side continues to benefit the market. On the demand side, the terminal enterprises showed weakness in passive follow-up at the end of the month, with a small amount of replenishment to maintain production. Merchants have a positive attitude. At present, there is a deep shortage of goods in the venue. It is expected that the POM market may remain high in the short term.