Futures rose sharply at the beginning of the week. After raising the quotation in the main production area of Northwest China, shipments were good, the demand for trade replenishment increased, and many factories stopped selling. According to the monitoring of business agency, from August 20 to 27, the average price of domestic methanol production enterprises in Shandong increased from 2577 yuan / ton to 2615 yuan / ton, with a price increase of 1.45% in the cycle, a price increase of 1.16% month on month and a year-on-year increase of 62.17%.

The methanol market in major regions in China mainly rose slightly in a narrow range. The main production enterprises in Northwest China raised the ex factory quotation by about 50 yuan / ton this week, which plays a positive guiding role in the whole domestic methanol market. The crude oil market rebounded, the coal price may be high, and the methanol cost is supported.

Summary of methanol market prices in various regions as of August 27:

Region, price

Qinghai region 2220 yuan / ton factory withdrawal cash exchange

Shanxi region 2340-2350 yuan / ton factory withdrawal cash exchange

Liaoning region 2540-2560 yuan / ton factory delivery

Fujian region For spot offer, please refer to 2730-2740 yuan / ton, and the tank is discharged near the tax included

Lianghu area Price reference: 2530 yuan / ton factory withdrawal cash exchange

Anhui region 2590-2600 yuan / ton factory acceptance

Henan region Price reference: 2440-2455 yuan / ton factory withdrawal cash exchange

In terms of downstream products, most of the formaldehyde markets run higher, and some decline in a narrow range; The market price of dimethyl ether fluctuated with each other. Each region adjusted the price according to its own situation, and the market transaction atmosphere was mild; The domestic acetic acid market is stable. In the past month, the domestic acetic acid market has been in a wait-and-see state. Although the rise and fall in different regions fluctuated slightly, the overall fluctuation is narrow and even stable this week.

In terms of external market, as of the closing on August 26, the closing price of CFR Southeast Asia methanol market was USD 389.00-390.00/t. The closing price of US Gulf methanol market is 130.00-131.00 cents / gallon; The closing price of FOB Rotterdam methanol market was 401.00-402.00 euros / ton, down 5 euros / ton.

region ., Country, closing price, up and down

Asia CFR Southeast Asia USD 389.00-390.00/t USD 0 / ton

Europe and America American Gulf 130.00-131.00 cents / gallon 0 cents / gallon

Europe FOB Rotterdam 401.00-402.00 euros / ton – 5 euro / ton

Recently, some units are planned to restart, and the supply in the mainland may increase. Methanol analysts of business society expect that the short-term methanol market may be dominated by consolidation.

1、 Price trend

According to the bulk data list of business society, the average price of domestic phosphoric acid on August 25 was 7083.33 yuan / ton, up 3.91% from the beginning of the week, 3.91% from the beginning of the month and 47.06% from the same period last year.

2、 Market analysis

Since August, the phosphoric acid market has been relatively calm. Some enterprises have adjusted their quotations in a narrow range and actively shipped. At the beginning of this week, the trading and investment of raw yellow phosphorus has improved, and the price has risen to 28000 yuan / ton. The phosphoric acid market has actively followed up again. Most enterprises have adjusted their prices by about 200-500 yuan / ton, with a year-on-year increase of more than 47%. At present, the price of phosphoric acid is up to 8000 yuan / ton, and the focus has shifted significantly upward, Downstream procurement is still cautious, and the demand is stronger than that in the early stage, but the transaction of new orders is still poor. Recent cost support, thermal phosphoric acid and wet process phosphoric acid show an upward trend as a whole, which is easy to rise but difficult to fall. According to the monitoring of the business community, the quotation in Jiangsu is 5900-7500 yuan / ton, that in Hebei is 7600-8400 yuan / ton, that in Hubei is about 8000-8100 yuan / ton, that in Shandong is about 7500-7600 yuan / ton, and that in Yunnan is about 7700 yuan / ton. The price of phosphoric acid in various places has increased steadily.

Phosphate rock, recently, the domestic phosphate rock market as a whole continued to operate at a high level and stably. At present, the overall supply of phosphorus ore market is tight, and the site continues to supply orders from old customers. The downstream goods of phosphorus ore terminal are well prepared, the market trading atmosphere is acceptable, and most mining enterprises maintain high and firm quotations.

On August 25, the reference price of yellow phosphorus was 26000.00, a decrease of 6.02% compared with August 1 (27666.67). The trading atmosphere on the site was good and the supply of goods was tight. The price of phosphate rock in the upstream increased and the price of phosphoric acid in the downstream increased. On the whole, the market confidence is good and the upstream and downstream support is strong. It is expected that the market price of yellow phosphorus is expected to rise in the short term.

At present, although the transaction in ammonium phosphate Market is flat, the cost is supported by the rise of raw material price. At present, there are still orders to be issued, the supply is insufficient, and the price of ammonium phosphate has always been high and strong. It is expected that the ammonium phosphate market will continue to operate at a high level and stably in the short term.

3、 Future forecast

Phosphoric acid analysts of the chemical branch of business agency believe that at present, the raw material price rises again. Under the support of cost, the phosphoric acid market generally rises, and the focus moves up rapidly. It is expected that the phosphoric acid market may continue to rise in the short term, and we need to pay attention to the fluctuation of raw material price.

From August 13 to August 20, 2021, the market price of antimony ingots in East China was temporarily stable, with the price at 69000 yuan / ton at the beginning of the week and 70000 yuan / ton at the end of the week, up 1.45%.

On August 20, the antimony commodity index was 97.45, the same as yesterday, down 4.76% from the highest point of 102.32 in the cycle (October 16, 2012), and up 107.43% from the lowest point of 46.98 on December 24, 2015（ Note: the period refers to the period from September 8, 2012 to now).

Price changes of European Strategic small metal antimony from August 13 to 20, 2021 (unit: USD / ton)

The market, August 13, August 20, rose and fell

European small metal antimony, 11275., 11475., + 200

This week, the market price of antimony ingots rose, the international price rose by $200 / ton, and the domestic market price rose. At present, the manufacturer’s mentality is still strong, and the reluctance to sell has the upper hand. Affected by the expected tight supply of raw materials of antimony ore, most antimony ingots of domestic mainstream manufacturers are sold in limited quantities. At present, the price of antimony ingots is still at a relatively high level in history. At present, the downstream has a strong fear of heights, mainly on the whole, and the downstream purchases on demand.

As of August 20, the market price in Hunan is: 2# antimony ingot 68500 yuan / ton, 1# antimony ingot 70500 yuan / ton, 0# antimony ingot 71500 yuan / ton.

The current round of price rise is mainly boosted by the shortage of raw materials, but the recent market performance is not very clear, and the market wait-and-see mood is heavy. It is expected that the price of antimony ingot will maintain a volatile trend in the short term.

According to the data monitoring of business society, as of August 23, the reference average price of 30% grade phosphorus ore in the mainstream areas of China was around 563 yuan / ton, which was basically the same as that on August 16, and increased by 13 yuan / ton or 2.42% compared with that on August 1 (the reference average price of phosphorus ore was 550 yuan / ton).

Recently, the domestic phosphorus ore market has continued to operate at a high level

Recently, the overall domestic phosphate ore market has continued to operate at a high level and stably. At present, the overall supply of phosphate ore market is tight, and the site continues to supply orders from old customers. The downstream goods of phosphate rock terminal are well prepared, and the market trading atmosphere is acceptable. Most mining enterprises maintain a high and firm quotation. As of August 23, 28% of Hubei mining enterprises quoted about 570 yuan / ton for phosphate ammonium ore ship board, and 28% of Guizhou mining enterprises quoted about 470-490 yuan / ton for phosphate rock cargo plant, The quotation of 30% phosphate rock freight plant is about 510-550 yuan / ton, that of 28% phosphate rock freight plant of Guangxi mining enterprises is about 460-480 yuan / ton, that of 30% phosphate rock freight plant is about 500-560 yuan / ton, and that of Hebei mining enterprises is about 650 yuan / ton.

According to the business agency, the following is the current price of phosphate rock in some parts of China (for reference only)

product region grade Price remarks

Phosphate rock Guizhou 30% 510-550 yuan / ton Factory price

Phosphate rock Guizhou 28% 470-490 yuan / ton Factory price

Ammonium phosphate ore Hubei 28% 570 yuan / ton Ship board price

Phosphate rock Guangxi 30% 500-560 yuan / ton Factory price

Phosphate rock Guangxi 28% 460-490 yuan / ton Factory price

Downstream Yellow Phosphorus: at present, the supply of downstream Yellow Phosphorus market is tight, and the downstream pre festival goods preparation is started, and the transaction focus of yellow phosphorus market has shifted upward. At present, according to the monitoring data of business agency, the average price of domestic yellow phosphorus is 25166.67 yuan / ton, which is increased by 500 yuan / ton, or 2.03% compared with the previous working day.

Downstream phosphoric acid, the phosphoric acid market continues to be generally stable, some enterprises fluctuate in a narrow range, the enterprise starts tend to be stable, the logistics gradually recovers, the downstream purchase maintains the rigid demand, and the inquiry is higher than that in the early stage, but the market wait-and-see mood remains unchanged, the cost support is strong, and the price trend of phosphoric acid market is strong. According to the monitoring of the business community, the quotation in Sichuan is 6750-7300 yuan / ton, that in Hebei is 7600 yuan / ton, that in Hubei is 7250-8000 yuan / ton, that in Shandong is 7000-7600 yuan / ton, that in Yunnan is 7300 yuan / ton, and that in Jiangsu is 5900-7000 yuan / ton. There is little fluctuation in the price of phosphoric acid in various places.

Forecast and analysis of future trend of phosphate rock

At present, the overall supply of the mine continues to be tight. Individual Guizhou mining enterprises do not quote for the time being, only receive orders from old customers, and the upstream Yellow Phosphorus market also gives market support. Therefore, phosphorus ore analysts of business society believe that in the short term, China’s phosphorus ore market will focus on high-level consolidation and operation.

1、 Price trend

According to the bulk list data of business society, the price of cryolite in Henan remained stable this week. On August 20, the average market price in Henan was 6425 yuan / ton, an increase of 0.39% compared with the quotation of 6400 yuan / ton on August 1.

2、 Market analysis

This week’s cryolite market is mainly wait-and-see. The enterprise starts normally, and the quotation within the week remains stable. The production capacity of individual enterprises is low, the raw materials are tight, and the quotation of cryolite is high. As of the 20th, the ex factory quotation of cryolite in Shandong is 6300-6500 yuan / ton, and the price within the week remains stable; The ex factory quotation of cryolite in Henan is 6300-6600 yuan / ton, and the price is temporarily stable. Domestic cryolite enterprises operate normally in terms of devices, start work stably, the enterprise inventory is OK, and the market supply is tight. At present, cryolite prices are strong, mainly through actual negotiation, the transaction price is low, and the shipment is stable.

In terms of electrolytic aluminum, the market trend fluctuated this week. The price rose first and then fell during the week, with an overall increase of 0.0.30%. The aluminum industry is in the off-season, the demand is general, the social inventory is low, which forms support for aluminum, the market game forms a steady-state shock, and the price range fluctuates at a high level. From the performance of supply and demand, the aluminum market trend continues to fluctuate slightly in the later stage.

3、 Future forecast

The cryolite market operates stably, the enterprise quotation is high and strong, and the downstream demand is stable. At present, there is no other news released in the market. The manufacturer’s mentality is mainly wait-and-see, the shipment is stable, and the short-term cryolite price is strong. It is expected to wait-and-see and sort out the cryolite market in the later stage, and pay specific attention to the downstream demand.

1、 Price trend

According to the bulk list data of business society, the average ex factory price of powdered monoammonium was 3600 yuan / ton on August 16 and 3600 yuan / ton on August 20. The price of monoammonium phosphate was stable this week.

According to the bulk list data of business society, the average ex factory price of 64% diammonium phosphate was 3625 yuan / ton on August 16 and 3625 yuan / ton on August 20. The price of diammonium phosphate was stable this week.

2、 Market analysis

The price of monoammonium phosphate was stable this week, and the operating rate of the enterprise was about 70%, up from last week. The trading of monoammonium phosphate was stable this week, the atmosphere in the venue was flat, and the waiting volume of enterprises decreased. Due to the rising price of raw sulfur, the price of monoammonium phosphate has always been at a high level. At present, the downstream holds a wait-and-see attitude. The factory quotation of 55% powdered ammonium in China is about 3550-3650 yuan / ton. The factory quotation of 58% powdered ammonium is about 3800 yuan / ton.

The price of diammonium phosphate was stable this week, and the operating rate of the enterprise was about 58%, lower than that of last week. The domestic supply is tight, and the order is based on export. The price of raw materials rose and the cost support was strong. The factory quotation of 64% mainstream diammonium in Hubei is 3550-3650 yuan / ton, and that of 64% mainstream diammonium in North China is about 3400-3500 yuan / ton.

At present, the transaction price of raw phosphorus ore market is constantly approaching the high end, and the market price has also risen to the high point. The reference average price in the mainstream areas of 30% grade phosphorus ore in China is 563 yuan / ton. The domestic market of raw sulfur is running at a high level this week. The overall quotation of refineries in various regions increased according to their own shipment, and the solid-liquid sulfur increased by 30-80 yuan / ton at the same time.

3、 Future forecast

The ammonium phosphate analyst of business society believes that although the transaction in the ammonium phosphate Market is flat at present, the cost is supported by the rising price of raw materials. At present, there are still orders to be issued, the supply is insufficient, and the price of ammonium phosphate has always been high and strong. It is expected that the ammonium phosphate market will continue to operate at a high level and stably in the short term.

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.