1、 Price trend

According to commodity data monitoring, the price of Yungui yellow phosphorus fell this week. The average price of yellow phosphorus last Thursday was 17333.33 yuan / ton, while the average price on Thursday was 17100 yuan / ton, and the price fell by 1.35% in the week.

2、 Market analysis

This week, the overall trend of domestic yellow phosphorus market was down, the yellow phosphorus Market inquiry was general, the trading investment was relatively light, and the waiting mood of traders was obvious. Downstream customers mainly purchase on demand, new orders are limited, and prices are slowly falling. Up to now, the mainstream quotation of Yunnan yellow phosphorus is about 17000 yuan / ton; the mainstream quotation in Sichuan is about 17500 yuan / ton; the mainstream quotation in Guizhou is about 16800 yuan / ton.

In terms of raw materials, the market atmosphere of most areas of phosphorous ore in China has improved this week, and orders are mainly in the early stage of delivery. The price of 28% of the low-grade phosphate rock car in Guangxi is near 300-340 yuan / ton, which is basically the same as that of a week ago. The price of phosphate rock in Qidu Tiancheng mining industry in Guizhou is stable, with 22% of low-grade phosphate ore platform price of 180 yuan / ton, which is the same as that of a week ago. The price of phosphate rock in Fuquan Huifa mining industry is dynamic, with a price of 330 yuan / ton for 28% grade phosphate ore. at present, the supply and demand of enterprises are basically normal.

In terms of coke, the coke market price of Shandong Port and port has continued to decline today, with weak market atmosphere and cold port offer. At present, the main foreign exchange delivery price of quasi primary metallurgical coke in port area is about 2100 yuan / T, and the price of primary coke is 2200 yuan / ton, which is temporarily stable compared with the previous trading day. Inventory in the two ports continued to rise. The market is in a heavy bearish mood. In the case of a flat transaction, most port traders take a wait-and-see attitude, the overall market inquiry is cold and the transaction is rare.

In terms of demand, the phosphoric acid market this week remained stable and the price remained sporadic downward trend. 85% of industrial phosphoric acid factory quotation of Kunming Southern Yunnan industry and Trade Co., Ltd. in phosphoric acid market is 5200 yuan / ton, which is the same as the previous day. The price of food grade is 100 yuan higher, and the plant starts normally. The phosphate market sales are normal, and all enterprises maintain the production level in the early stage, and take them with the use of the downstream.

3、 Future forecast

Analysts at the chemical branch of the business society believe that the price of yellow phosphorus is down this week. The price of coke market declined, and the support for yellow phosphorus was weak. Downstream market mainly watch, take goods carefully. It is expected that the price of yellow phosphorus will be reduced slightly in the short term.

Spot market: according to the data monitoring of business agency, on March 24, the average price of 32S polyester yarn spot market in Shandong Province was about 14100 yuan / ton, down about 200 yuan / ton compared with last week. At present, the raw material inventory of yarn enterprises can be used to the first and middle of April. Before the end of April, the pre-sale orders before and after the Spring Festival are completed. The number of yarns available for additional sales in the short term is not much. In addition, the raw materials have been greatly shaken in recent days, with unclear direction, and the external quotation of the enterprises is not positive.

Upstream polyester staple fiber: direct spinning polyester short maintenance negotiation and delivery, yesterday, the main trading center of half light 1.4d fell to 6900-7100 yuan / ton, lower than 6800, and the downstream just needed replenishment, with a general transaction. Crude oil fell sharply in the morning, polyester raw materials and direct spinning polyester short futures fluctuated in the night, the cost side fell, and the market continued to wait and see.

Downstream demand: the export orders in March to May were lower than expected, the enthusiasm of the textile factory for yarn inquiry and delivery decreased significantly, the demand terminal quotation for fabrics and clothing was weak, and the wait-and-see mood continued to rise, and the shipment was significantly weaker than that in mid February.

Suggestions: polyester yarn spot sales are weak, quotation and transaction price touch the top to fall, inventory accumulation, and price will still maintain weak adjustment. It is suggested to continue to pay attention to the further changes in the polyester staple futures market and the downstream orders.

The upstream fluorite and hydrofluoric acid prices are operating steadily at high levels, and the basic market of aluminum fluoride lacks favorable stimulation, and the overall price is stable. According to the data of business agency, the domestic aluminum fluoride price was 9033 yuan / ton on March 22, which was the same as that of the early week.

This week, the fluorite price trend maintained a high level. Recently, the manufacturer reflected the general fluorite order, the delivery of the on-site merchants was normal, the supply of fluorite sources in the site was normal, and the price trend in the field was temporarily stable. Domestic fluorite manufacturers are stable in operation, and the operation of mines and flotation devices in the field is kept low. The flow of goods in fluorite is general, and the market price of fluorite is stable. The market price of hydrofluoric acid in the downstream of fluorite rose slightly. As of the end of the week, the domestic hydrofluoric acid market price was 10622.22 yuan / ton, and this week was 0.1%,

At present, the prices of fluorite and aluminum fluoride in the upstream are stable, and the market stimulation for aluminum fluoride is insufficient, and the basic surface of aluminum fluoride is lack of stimulation. Aluminum fluoride continues to operate under low load, and the social inventory is still at a high level; the original inventory of downstream electrolytic aluminum consumption is mainly, and the demand for bidding and purchasing of aluminum fluoride is generally. Overall, aluminum fluoride prices are stable.

Analysts of aluminum fluoride industry of business society believe that: the prices of fluorite and hydrofluoric acid in the upstream are stable, the basic surface of aluminum fluoride market is lack of stimulation, and the price of aluminum fluoride in some areas has been reduced by 50 yuan / ton, which has little overall impact. It is expected that the domestic aluminum fluoride market price is weak and stable.

On March 18, international oil prices plummeted, while domestic oil product prices and MTBE market prices fell steadily. According to the data of business news agency, the price of MTBE was 5743 yuan / ton on March 19, a one-day drop of only 0.46%.

According to business news agency monitoring, oil prices have been falling for five consecutive trading days. At the macro level, due to the release of water from the Federal Reserve and central banks, inflation expectations continued to rise, US bond yields rose, and the prices of risky assets such as stock markets and commodities were suppressed. On Thursday, the market’s expectation of inflation intensified and the tide of US debt selling hit. The yield of 10-year US debt rose to more than 1.7% for the first time in 14 months. The strengthening of the US dollar led to the decline of the stock index and the sharp drop of oil price. In addition, the pace of global economic recovery was once again dragged down by the epidemic. This time, it mainly came from the European region. The European vaccination process was blocked, which led to the expectation of slower economic recovery, Oil prices are under pressure. WTI and Brent crude oil fell to two-week lows one after another. WTI closed below US $60. WTI crude oil hit the biggest one-day decline in the second half of the year.

The international oil price plummeted. Under the bad news, the bearish sentiment of MTBE market rose, and the overall buying and selling atmosphere of MTBE weakened. However, gasoline production remained at a high level. By the week of March 17, the average operating load of primary atmospheric and vacuum distillation unit of Shandong Di Lian was about 73%. The market demand for MTBE remains high. In addition, domestic gasoline prices remained at a high level of 7000 yuan / ton, with a weekly decline of nearly 0.93%. Therefore, the domestic MTBE market price decline is far less than that of crude oil.

MTBE product analysts of business society energy branch think: the impact of the sharp drop in crude oil price has not yet affected the gasoline and MTBE markets, but the sharp drop in crude oil price is bound to lower the price center of MTBE market. In addition, the domestic MTBE price is at a high level, so it is expected that the price of MTBE market will soon callback.

According to the data monitored by the business community, as of March 16, pet water bottle manufacturers had quoted 7450.00 yuan / ton. This week, the market of PET bottle chips rose first and then decreased, with narrow finishing. The raw material ethylene glycol fluctuated in a narrow range. The cost support of PET was insufficient, and the overall market was weak.

PET raw material price is weak, market supply and demand is balanced, negotiation focus is stable, inventory is high, pet cost side support is general, negotiation atmosphere is flat, downstream demand quantity is limited, short-term shock finishing is main, at present, the mainstream reference price in North China is 7400-7600 yuan / ton, negotiation focus is stable, wait-and-see is main, negotiation in South China is flat, reference price is 6700-7200 yuan / ton, North China is low The regional reference price is 7000-7200 yuan / ton, and the East China price is 7200-7300 yuan / ton. The overall market has a strong wait-and-see atmosphere, and the purchasing enthusiasm is general.

Manufacturer / region: Quotation (yuan / ton) date

Zhejiang wankai polyester bottle chip 7400 March 16

Zhuhai China Resources Co., Ltd. ﹣ 7450 ﹣ March 16

Henan Anhua polyester bottle chip 7400 March 16

Yizheng Chemical Fiber Co., Ltd. – polyester bottle piece 7300 March 16

Xiamen Tenglong polyester bottle chip Co., Ltd. 7300 March 16

Guangdong Taibao polyester bottle chip 7400 March 16

The upstream ethylene glycol is in weak operation, with low price and frequent low price, and the market trading atmosphere is flat. On March 15, the ethylene glycol commodity index was 57.77, up 0.33 points from yesterday, down 44.91% from the highest point of 104.87 points (2011-09-18) in the cycle, and up 72.29% from the lowest point of 33.53 points on April 2, 2020. (Note: period refers to the period from September 1, 2011 to now)

Rubber and plastic index: on March 15, the rubber and plastic index was 823 points, up 1 point from yesterday, down 22.36% from 1060 points (March 14, 2012), the highest point in the cycle, and up 55.87% from 528 points, the lowest point on April 6, 2020. (Note: period refers to the period from December 1, 2011 to now)

Business community pet analysts believe that: lack of raw material support, pet market in the short term weak operation. (to know more about the latest market trends of pet industry chain, welcome to pay attention to the official account of the business community, help enterprises to operate, help stock investment, help futures investment, log in the business community’s small programs, release commodity prices, promote promotional products, obtain commodity information, and grasp commodity prices.

Trade name: hydrochloric acid

Latest price (March 15): 207.50 yuan / ton

On March 15, the price of hydrochloric acid mixture in Shandong increased by 2.50 yuan / ton, or 1.22%, compared with the price quoted on March 12. The market of liquid chlorine in the upper reaches is general, which gives weak support to hydrochloric acid. The market of silica and ammonium chloride in the lower reaches rises slightly, which brings certain benefits to the price of hydrochloric acid. At the same time, the recent increase in enterprise maintenance, hydrochloric acid supply is tight, downstream procurement enthusiasm is good. The by-product acid is still impacting the market, and the pressure of hydrochloric acid delivery is greater.

Recently, the market price of hydrochloric acid in Shandong may rise slightly, and the quotation is about 210 yuan / ton.

1、 Polyoxymethylene market price trend chart

Price curve of paraformaldehyde

According to the monitoring of the business agency, the average price of paraformaldehyde this week was 6466 yuan / ton at the weekend and 6533 yuan / ton at the beginning of the week, with a price drop of 1.02%.

2、 Market analysis

On March 9, Shandong formaldehyde Chemical Industry Co., Ltd., with an annual output of 30000 tons of polyoxymethylene, offered 6300 yuan / ton of Polyoxymethylene (96) including tax, which was the same as last time. Linyi Shengyang Chemical Co., Ltd., with an annual output of 9000 tons of polyoxymethylene, Polyoxymethylene (96) ex factory price including tax 6300 yuan / ton, the price is the same as last time. Zibo Qixing Chemical Technology Co., Ltd. has an annual output of 10000 tons of polyoxymethylene. The ex factory price of Polyoxymethylene (96) including tax is 6800 yuan / ton, which is 200 yuan / ton lower than that of the last time. The manufacturer’s price is higher, so the price is reduced. Paraformaldehyde market is fair, mainly used in pesticide resin.

The upstream raw material methanol, according to the monitoring data of the business community, the average price of Shandong producers was 2335 yuan / ton at the beginning of this week, and 2462 yuan / ton at the weekend, with a price increase of 5.46%.

3、 Future forecast

Business community polyoxymethylene analysts expect that the upstream methanol market is better, polyoxymethylene prices may rise.

Spot market: raw materials fell after the drop of pure polyester yarn and polyester cotton yarn. According to the data monitoring of business agency, the price of pure polyester yarn in Shandong Province was about 14333 yuan / ton, down 600 yuan / ton, down 4.0% compared with the previous high of 14933 yuan / ton. Fujian traders take more goods at low price, and the high-level turnover of the factory is rare, and more orders are delivered in the early stage. Some of the shortage of the yarn factory still have 7-10 days, if the market continues to be sluggish, next week the pressure of the mill will increase, the decline will accelerate.

Upstream polyester staple fiber: yesterday, short fiber futures continued to fall sharply, reaching a drop in the session, pf05 contract closed at 7370 yuan / T, down 404 from the settlement price of the previous day. Some of the factory’s quotations were lowered, and the focus of semi smooth 1.4d was reduced to 7400-7600 yuan / ton. The production and sales of the factory are light, with an average of about 6%. Jiangsu and Zhejiang half light 1.4d mainstream 7050-7600 yuan / ton, Fujian half light 1.4d mainstream 7600-7700 yuan, Shandong, Hebei mainstream 7500-7700 yuan.

Downstream demand: the export orders in March to May are lower than expected, the enthusiasm of textile factories to inquire and pick up yarn has been significantly reduced, and the price reduction momentum is relatively fierce; some yarn factories have been actively starting to reduce their quotation due to the phenomenon of tired warehouse after Spring Festival or the order of medium and short-term lines is insufficient. The whole yarn and grey cloth are in the trend of “mountain rain is coming to wind and full of buildings” with the wide correction of raw polyester staple fiber.

Suggestions: the futures market continues to decline, and the wait-and-see mentality is aggravating. At present, 7000 points in the market are not willing to break. Later, it is suggested to continue to pay attention to the impact of raw material price and downstream demand.

In March, Shandong propane market ushered in a rising market. According to the data monitoring of business news agency, the average market price of propane was 3932.50 yuan / ton on March 4 and 4250.75 yuan / ton on March 8, with an increase of 8.09% during the period, and 5.39% on March 8, with an increase of 6.80% compared with March 1.

As of March 8, the mainstream propane prices in different regions in China are as follows:

Mar. 8, 2007

Propane in East China,% (V / V) not less than: 95 4250-4300 yuan / ton

In North China,% (V / V) is not less than 95.4000-4120 yuan / ton

In Shandong Province,% (V / V) propane is not less than 95.4000-4250 yuan / ton

In South China,% (V / V) is not less than: 95 4520-4850 yuan / ton

Propane in Central China,% (V / V) not less than: 95 4400-4650 yuan / ton

After the festival, propane market rose first and then fell, and the overall market trend was weak. Entering March, Shandong propane market ushered in a recovery. On the 4th, it began to rise. On the 8th, the price rose significantly. Shandong propane market rose by 5.58% on a single day, with an increase range of 100-240 yuan / ton. The rally was mainly driven by international crude oil. The results of the OPEC + meeting finally came to fruition, and the organization agreed to extend the oil production reduction to April. Saudi Arabia, OPEC leader, said it would extend the plan of voluntarily reducing production by 1 million barrels per day and decide when to phase out the reduction in the next few months. In addition, Russia and Kazakhstan were allowed to increase production by 130000 B / D and 20000 B / D respectively. The results of the meeting exceeded market expectations and pushed the oil price up to the highest level in more than a year. Propane Market in this favorable situation, the price has been rising. The enthusiasm of the downstream market has improved compared with the previous period, but the current market demand is still weak, and the overall trading atmosphere of the market is general. The trend of domestic propane market is also different between the north and the south. The north market is rising obviously, especially in Shandong market. The south market is mostly stable, but due to the lack of demand, individual market declines.

In terms of international market, Saudi Aramco announced in March that there was an increase in propane and butane. Propane was $625 / T, up $20 / T from last month; butane was $595 / T, up $10 / T from last month.

In March, CP was introduced. Although the price of propylene butane rose, the rising rate did not meet the expectation, which brought Limited benefits to the market. The rising market is mainly driven by the sharp rise of international crude oil, and the market demand is still weak. Although the enthusiasm of downstream market entry has improved, the market rise is still limited. Propane market is expected to rise steadily in the short term.

1、 Price trend

The factory price of calcium carbide in Northwest China rose this week. This week, the average ex factory quotation price of the mainstream calcium carbide manufacturers in Northwest China rose from 3566.67 yuan / ton at the beginning of the week to 3616.67 yuan / ton at the end of the week, up 50 yuan / ton, or 1.40%, up 30.41% over the same period last year. Overall, the calcium carbide market rose this week, with the commodity index of 94.76 on March 5.

2、 Trend analysis

From the manufacturer’s quotation, the ex factory price of calcium carbide in Northwest China rose this week: oviganone’s quotation of calcium carbide this weekend was 3850 yuan / ton, up 150 yuan / ton compared with the beginning of the week; Inner Mongolia Zoomlion’s quotation of calcium carbide this weekend was 3400 yuan / ton, stable compared with the beginning of the week; Ningxia Xingping’s quotation of calcium carbide this weekend was 3600 yuan / ton, stable compared with the beginning of the week.

From the perspective of the upstream and downstream industrial chain of calcium carbide, the price of raw materials in the upstream market was high this week. The quotation of small material is 720 yuan / ton this weekend, which is temporarily stable compared with the beginning of the week; that of medium material is 800 yuan / ton this weekend, which is temporarily stable compared with the beginning of the week; that of large material is 800 yuan / ton this weekend, which is temporarily stable compared with the beginning of the week. The price of raw materials in the upstream was high and the cost support was good, which had a positive impact on the price of calcium carbide.

Downstream market, PVC factory prices fell slightly this week. PVC quotation fell by 2.00% from 8750.00 yuan / ton at the beginning of the week to 8575.00 yuan / ton at the end of the week. Compared with the same period last year, it increased by 37.47%. This week, PVC prices fell slightly, the market is general, downstream calcium carbide purchasing enthusiasm is normal, overall, this week’s PVC market has a positive impact on calcium carbide prices.

3、 Future forecast

In the middle of March, the market of calcium carbide fluctuated slightly and fell mainly. The price of raw material blue carbon was high and the cost of calcium carbide was well supported. Although the downstream PVC market has dropped slightly recently, the same ratio is high, and the downstream customers are more active in purchasing calcium carbide. In the future, it is predicted that the price of calcium carbide in Northwest China may fall slightly in mid March.