According to the monitoring of the business agency, the price index of domestic rare earth market has declined, the price of praseodymium and neodymium in China has continued to decline, the price of terbium series market has remained at a high level, and the domestic rare earth market price has dropped slightly. According to the rare earth plate index of business society, the rare earth index on December 18 was 412 points, which was the same as yesterday, which was 58.80% lower than the highest point of 1000 points (December 06, 2011) On September 13, 2015, the lowest point 271 was up 52.03%. (Note: period refers to 2011-12-01 to now).

It can be clearly seen from the rare earth index chart that the domestic rare earth prices continued to fall this week, and the recent rare earth market changes frequently, and the market prices have been falling. In terms of products:

It can be clearly seen from the product price trend chart that the domestic prices of PR Nd oxide, PR nd alloy, Nd 2O 3 and Nd metal decreased slightly. As of December 18, the price of PR Nd oxide in domestic rare earth was 399500 yuan / T, with a decline of 0.75% this week; the price of PR nd alloy was 502500 yuan / T, with a decrease of 0.99% this week; the price of neodymium oxide was 492500 yuan / T, which fell this week The price of neodymium was 592500 yuan / ton, a decrease of 0.84%; the price of praseodymium oxide and praseodymium metal also declined to varying degrees, and the market price of light rare earth continued to decline slightly in recent years.

In recent years, domestic sales of new energy vehicles are normal, and wind power, electronic products and other terminal industries are developing rapidly. With the slowing down of the epidemic situation, downstream manufacturers’ capacity utilization rate is normal, and the demand for NdFeB is mainly on demand. However, the demand for NdFeB is still high. However, some time ago, merchants have been active in purchasing, and their stocks are high. Recently, the market price of light rare earth is gradually falling. Recently, the demand and stock up situation of permanent magnet manufacturers has come to an end, and overseas demand is relatively normal. With the official entry into force of the export control law of the people’s Republic of China on December 1, the market expects that China’s rare earth export will be further reduced, and the global rare earth supply may further shrink. At that time, the supply of rare earth will be more tense, but the domestic demand for rare earth is general, and the price of rare earth market will rise and fall 。 Recently, the domestic heavy rare earth market terbium series price maintains the high level, but the direct market price trend this week is temporarily stable.

It can be seen from the trend chart that the price trend of domestic direct line is temporarily stable. As of the 18th day, the price of dysprosium oxide was 1930000 yuan / ton, which was flat this week; the price of dysprosium ferroalloy was 1.92 million yuan / ton, and the price of metal dysprosium was 2.425 million yuan / ton, but the domestic price of terbium series continued to rise, with 6.8 million yuan / ton of terbium oxide, 8.65 million yuan / ton of terbium oxide, and the price of terbium series rose to 10 A new high in the year. In the near future, the domestic supply and demand of rare earths are expected to be greatly affected by the tight domestic supply and demand of rare earth, and the domestic demand for rare earth is expected to be greatly affected by the tightening of rare earth supply and demand in China Market supply tension, supply and demand imbalance, terbium series market prices remain high.

Under the new situation, the strategic value of rare earth is expected to continue to increase. The United States, Japan and Europe and the United States have made corresponding plans to include rare earth in the national strategic resource reserve plan. The advantages of rare earth strategic resources are prominent. China is a large rare earth reserve country, and its rare earth reserves account for 37% of the world. At the same time, China is also a major rare earth export country. The state has made corresponding adjustments to the development of rare earth industry, and the rare earth industry is moving towards high quality Development and favorable policies support the development of rare earth industry, and the price of domestic rare earth market has declined.

Recently, the domestic demand for rare earths has not changed much, and the domestic supply of rare earths is still tense. Downstream businesses have stopped purchasing, and the rare earth market prices have dropped slightly. Business analysts expect that the rare earth market prices will remain mainly volatile in the future.

Price trend

According to the data monitoring of business agency, the average price of o-benzene quotation fell this week, Sinopec East China o-benzene quotation remained stable, Sinopec North China o-benzene quotation fell back to the East China quotation level, and the overall domestic o-benzene market fell. As of December 18, Sinopec East China executed the contract price of 5500.00 yuan / ton, Sinopec North China executed the contract price of 5500 yuan / ton, and the average price of o-xylene quoted was 5500 yuan / ton, which was 1.08% lower than that at the beginning of the week (December 14) of 5560 yuan / ton of o-xylene.

Upstream market of o-benzene

From the price trend chart of mixed xylene, it can be seen that the price of mixed xylene tends to be stable after a small increase this week. This week, the mixed xylene price increases by 0.74%, and the cost of o-benzene rises slightly. With the price of mixed xylene stabilizing, the driving force of o-xylene to rise is weakened.

Trend of downstream products

It can be seen from the phthalic anhydride price trend chart that the price of phthalic anhydride fell sharply this week, with a decrease of 7.65%. This week, the market of phthalic anhydride was weak, the downstream demand of o-benzene was weakened, the market of o-benzene was weakened, and the bad side was increased.

Future forecast

According to Bai Jiaxin, an o-xylene data analyst at the business agency, this week, the price of mixed xylene, a raw material of o-benzene, rose slightly, the cost of o-benzene stabilized, and the driving force for the rise of o-benzene was weak; the price of phthalic anhydride fell sharply, the market of o-benzene was weak, the demand for o-benzene fell, and the good news of o-xylene weakened, and the negative effects increased. On the whole, the market performance of the industrial chain is weak, the pressure on the decline of o-benzene increases, the price of o-benzene drops, and the market of o-benzene is weak.

In recent years, the domestic methanol market continued to rise, some manufacturers increased the ex factory quotation, the price adjustment range was about 50-80 yuan / ton. According to the monitoring data of business agency, as of December 15, the average price of methanol producers in Shandong was 2210 yuan / ton, with the price rising by 4.12% on a month on month basis and 4.25% on a year-on-year basis.

As of December 15, summary of methanol market prices in different regions:

Region, price,

Qinghai Area/

RMB 2050-2070 / t spot exchange in Shanxi

RMB 2130-2150 / T in Liaoning

Fujian region 2400-2420 yuan / ton, tax included

The factory reference of Lianghu area is 2300-2320 yuan / ton

Acceptance and delivery of 2230-2350 yuan / ton in Anhui Province

Henan Province: 2130-2150 yuan / ton

At present, the market price of methanol in Northwest China continues to rise, some enterprises can ship temporarily, and the freight is still firm. The price of receiving goods in the lower reaches of Shandong province keeps up with the increase, and the profits of traders are still remaining, mainly pursuing the rise. The market of formaldehyde and dimethyl ether in the downstream rose, which was good to pull. The decline of acetic acid and MTBE slowed down, and the persistence was excessive, which had little impact on the methanol market in the short term.

On the external side, as of December 15, the closing price of CFR China methanol was 280.50-281.50 US dollars / ton, up 1 US dollar / ton; CFR Southeast Asia methanol closing price was 314.50-315.50 US dollars / ton. The U.S. Gulf methanol closed at 117.75-118.25 cents per gallon; FOB Rotterdam methanol closed at 344.00-345.00 euro / ton, up 2 euro / ton.

From the perspective of the future market, on the positive side, some enterprises in Southwest China have shut down or reduced production load; some enterprises have stopped selling or restricted sales, and the supply side has been tightened; the trend of coal and natural gas is stronger, and the methanol cost side is better supported. On the negative side, under the influence of low temperature, some formaldehyde enterprises started to reduce their production, and the overall demand was general; Ningbo Fude 600000 T / a DMTO plant had a maintenance plan in January, and the olefin demand declined in the later stage; the downstream still had a mentality of resistance to high prices, and the mentality of the middle and lower reaches was weak. Business community methanol analysts predict that the short-term domestic methanol market behavior.

According to the monitoring data of the business agency, the external price of ethylene has increased recently. On December 10, the price was 934.75 US dollars / ton, and the average price on December 15 was 965.25 dollars / ton, up 27.51%. The current price is up 31.49% month on month, and the current price is 25.56% higher than last year.

In the near future, the overall market of ethylene in the external market shows an upward trend. Asian ethylene market prices rose slightly. As of the 14th, CFR Northeast Asia closed at $975-985 / T and CFR Southeast Asia closed at $905-915 / T. The price of ethylene market in Europe increased greatly. As of the 14th, FD northwest Europe closed at 976-991 US dollars / ton, CIF northwest Europe closed at 987-999 US dollars / ton. The price of ethylene in the United States rose. As of the 14th, the price was 683-694 US dollars / ton. Recently, the ethylene market in Europe and the United States showed a rising trend. Generally speaking, the demand of the whole ethylene market improved, the market trading atmosphere was warm, and the market continued to rise.

International: on December 14, the U.S. WTI crude oil futures market prices rose slightly, with the settlement price of main contracts at $46.99/barrel, up $0.42. Brent crude oil futures market prices rose slightly, with the settlement price of the main contract at $50.29/barrel, up $0.04. Oil prices rose slightly on Monday, mainly due to the impact of vaccination boosting fuel demand expectations, and the Saudi oil tanker explosion also caused market tension.

In the near future, East China styrene market continued to decline. Crude oil was weak in the short term, and styrene cost support weakened. Styrene futures market is also weak. In addition, the downstream production and sales decline, the demand weakened and the accumulation of stocks. Although the port styrene inventory decreased to a low level, and there was still expectation of a decrease, the market price of styrene in East China fell in the shade today, with the price around 7300-7400 yuan / ton.

In terms of crude oil, the emergency use of us vaccines in the United States has brought confidence to the market. With the rise of international oil prices and strong cost support, business community data analysts expect that the external price of ethylene will rise mainly.

1、 Price trend

The price of calcium carbide in Northwest China rose this week. This week, the average ex factory quotation price of mainstream calcium carbide manufacturers in Northwest China increased from 3810.00 yuan / ton at the beginning of the week to 3950.00 yuan / ton at the end of the week, up 140.00 yuan / ton or 3.67%, 47.57% higher than the same period last year. On the whole, the calcium carbide market rose this week, and the carbide commodity index on December 11 was 103.49.

2、 Trend analysis

According to the manufacturer’s quotation, the price of calcium carbide in Northwest China will rise this week: the price of carbide from oviganeng is 3950 yuan / ton at the end of this week, which is 170 yuan / ton higher than that at the beginning of the week; the quotation of carbide of Inner Mongolia China Union is 3900 yuan / ton this weekend, which is temporarily stable compared with the beginning of the week; the price of calcium carbide in Xingping of Ningxia is 4000 yuan / ton this weekend, which is 250 yuan / ton higher than that at the beginning of the week.

Overall, the actual transaction price of calcium carbide in Northwest China is about 3900-4000 yuan / ton this weekend: the mainstream transaction price of calcium carbide in Shaanxi is about 3900 yuan / ton; the mainstream transaction price of calcium carbide in Ningxia is about 4000 yuan / ton; the mainstream transaction price of calcium carbide in Inner Mongolia is about 3900 yuan / ton, and the actual transaction price is mainly through negotiation.

From the calcium carbide upstream and downstream industry chain, upstream raw material market, orchid charcoal factory quotation rose this week. At the end of this week, the quotation of small materials is 780 yuan / ton, which is temporarily stable compared with the beginning of the week; the quotation of medium materials is 830 yuan / ton at the end of this week, which is temporarily stable compared with the beginning of the week; the quotation of large materials is 850 yuan / ton at the end of this week, which is temporarily stable compared with the beginning of the week. The high price consolidation of upstream raw materials and good cost support have a positive impact on the price of calcium carbide.

Downstream market, PVC factory price rise this week. PVC quotation increased by 3.17% from 8287.50 yuan / ton at the beginning of the week to 8550.00 yuan / ton at the end of the week. Compared with the same period last year, it increased by 21.23%. PVC prices rose this week, the market is good, downstream of calcium carbide purchasing enthusiasm increased, overall, PVC market this week has a positive impact on calcium carbide prices.

3、 Future forecast

In the middle of December, calcium carbide market fluctuated slightly and rose mainly. The price of raw materials in the upstream rose slightly, which supported the price of calcium carbide better. The downstream PVC market rose sharply, and the downstream customers had a good enthusiasm for purchasing calcium carbide. Later market forecast that the price of calcium carbide in Northwest China will rise slightly in mid December.

According to the monitoring of business agency, the domestic market price of phthalic anhydride dropped sharply this week. As of the 11th day, the quoted price of phthalic anhydride was 6662.5 yuan / ton, 6.82% lower than the price of 7150 yuan / ton at the beginning of the week, with a year-on-year increase of 5.34%, and the domestic market price of phthalic anhydride fell sharply.

This week, the domestic market price of phthalic anhydride dropped sharply, the situation of phthalic anhydride market was general, the demand of downstream declined recently, the price of o-benzene dropped, the price of plasticizer fell, and the price trend of phthalic anhydride market dropped sharply. Phthalic anhydride supply in the domestic market is not enough, but the domestic market is not good. The price trend of phthalic anhydride market in East China is declining, and the high-end transactions are limited. In East China, the mainstream of neighboring France source negotiation is 6500-6800 yuan / ton, and that of naphthalene process is 6300-6500 yuan / ton; the mainstream quotation of phthalic anhydride market in North China is 6500-6700 yuan / ton, and the market outlook of phthalic anhydride is still in existence, and the market price trend of phthalic anhydride is declining.

The domestic o-benzene price fell this week, and the floor price dropped to 5560 yuan / T, which was 1.07% this week. The decline of domestic o-benzene price was the negative effect of phthalic anhydride market. In addition, the import market of o-benzene in port area declined, and the external quotation of o-benzene was mainly lower. The actual transaction price was subject to negotiation. The actual list was discussed in detail. In addition, the on-site o-benzene merchants were still in a wait-and-see mood, so the o-benzene price went The trend of domestic phthalic anhydride market price fell down slightly, and the price of raw material ortho benzene declined, which was negative for the domestic market price of phthalic anhydride. In addition, the domestic market price of phthalic anhydride fell due to the sufficient supply of goods.

The DOP market price of phthalic anhydride downstream fell slightly this week. According to the monitoring of business agency, the domestic DOP price was 9666.67 yuan / ton as of the 11th day, down 0.34% compared with 9700 yuan / ton at the beginning of the week. The cost of DOP raw materials decreased, the equipment operation of DOP enterprises decreased, PVC prices rebounded and recovered, downstream customers actively purchased and plasticizer transactions were active. DOP manufacturers started stable, DOP supply was normal, plasticizer price rising power weakened, the transaction price is subject to real-time price, the overall DOP price is about 9500-9900 yuan / ton, the rising power of DOP market in the future market is weakened, the downward pressure is greater, and the domestic phthalic anhydride market price drops sharply.

On the whole, the recent trend of crude oil price remains high, the domestic o-benzene price is slightly lower, and the domestic plasticizer industry market has fallen, the phthalic anhydride market price has dropped significantly.

In the future, the domestic o-benzene price trend is mainly down. In addition, the plasticizer transaction price drops, and the plasticizer price drops. The future DOP price trend is slightly lower. It is expected that the phthalic anhydride market price will continue to decline slightly next week.

1、 Price trend

This week, the selling price of sulfuric acid in Shandong Province rose, with the quotation rising from 420.00 yuan / ton at the beginning of the week to 437.50 yuan / ton at the end of the week, up 17.50 yuan / ton or 4.17%. Overall, the sulfuric acid market rose this week, and the sulfuric acid commodity index on December 14 was 68.09.

2、 Market analysis

From the manufacturer’s quotation, the price of mainstream sulfuric acid manufacturers in Shandong increased this week, with less inventory and stronger downstream demand. Heze Jiangyuan quoted 480 yuan / ton at the weekend, which was 20 yuan / ton higher than that at the beginning of the week; Zouping Tianlu offered 300 yuan / ton at the weekend, which was temporarily stable compared with the beginning of the week; Jinan Yuanfei quoted 400 yuan / ton, which was 50 yuan / ton higher than that at the beginning of the week; kunshengda of Taiyuan City quoted 570 yuan / T at the weekend, which was temporarily stable compared with the beginning of the week.

From the perspective of the upstream and downstream industrial chain, the upstream sulfur market has been consolidation at a high level recently, and the cost support is good. However, the market of monoammonium phosphate, diammonium phosphate and bromine in the lower reaches of the market has a positive impact on sulfuric acid. At the same time, some sulfuric acid factories are short of operation recently, the load is reduced, and the supply of sulfuric acid is in short supply.

3、 Future forecast

In the middle and early December, the market of sulfuric acid in Shandong Province fluctuated slightly. The price of sulfur in the upstream has been high recently, and the downstream market is good. The purchasing enthusiasm of the downstream for sulfuric acid is normal, and the product trend is upward under the contradiction between supply and demand. The sulfuric acid analysts of the business agency believe that the short-term Shandong market in the supply and demand and raw materials and other aspects of the impact of sulfuric acid market or a small shock rise.

The commodity index of hydrobenzene on December 5 was 44.70, which was the same as yesterday, decreased by 56.18% from 102.01 (2014-01-09), and increased by 49.05% from 29.99, the lowest point on April 07, 2020. (Note: the period refers to December 1, 2013 to now).

Price rise and fall of domestic main hydrobenzene markets from November 30 to December 4 (unit: yuan / ton)

Region, 30 days price, 4 days price, weekly up and down

In East China, 4100-4200, 4450-4550, + 350

In Shandong Province, 3750-3850, 4200-4250, + 425

This week (November 30 to December 4), the market price of hydrogenated benzene in Shandong Province mainly fell, with 3800 yuan / ton at the beginning of the week and 4225 yuan / ton at the weekend, up 425 yuan / ton.

Summary of Sinopec’s pure benzene price adjustment in December 2020 (unit: yuan / ton)

Date, adjusted price, adjusted amount

December 2. 4300, + 100

December 4, 4400, + 100

In December 2020, Sinopec’s pure benzene price increased twice and decreased once, with a cumulative increase of 200 yuan / ton. As of the 30th, Sinopec’s refineries implemented a unified implementation of 4400 yuan / ton.

This week, pure benzene continued to make efforts. The sharp rise in the external price of pure benzene in the United States led to a rise in the external price of pure benzene at the end of the last year. The domestic price of pure benzene rose in response to the call, and the price in East China was first raised. North China and other places followed up. Sinopec’s pure benzene price increased by 100 yuan / ton, and the price of 4400 yuan / ton was implemented as of December 4. In terms of operating rate, this week’s operating rate has declined slightly, with the comprehensive operating rate of about 72%. In terms of inventory, the inventory in East China this week decreased slightly compared with last week, and is currently maintained at about 250000 tons. This week, the price of hydrobenzene followed the trend of pure benzene, and the price in Shandong rose. As of the 4th day, the price of hydrogenated benzene in Shandong was 4225 yuan / ton, up 425 yuan / ton compared with last week.

Start up of some hydrogenated benzene units in December 2020

Enterprise name, plant status, plant capacity, remarks

Shandong Shengyun chemical, shutdown, 100000 tons, restart time to be determined

Derun chemical, shut down, 150000 tons, shutdown and restart time to be determined in February

Shandong Jinneng Chemical Co., Ltd., shutdown, 100000 tons, shutdown and restart time to be determined in July

Hebei Jiantao, parking, 100000 tons, planned to start in the near future

Panjin Ruide, normal, 230000 tons, start on November 15

Angang, normal, 150000 tons, start up on November 10

Recently, the operating rate of hydrogenated benzene enterprises has been stable at about 65%, which is on the rise as a whole. Some enterprises that shut down in the early stage started construction this month, especially in Northeast China.

In the future market, the business agency believes that the price support of pure benzene and crude oil is good, the port inventory is slightly reduced, and the external price of pure benzene is still high, which has certain support for the market. Market participants generally look forward to the future market, and the future market focuses on the price trend of pure benzene downstream products and the fluctuation of pure benzene external market.

According to the price of activated carbon at the beginning of the week, the price of activated carbon fell by RMB 1011.00/ton at the end of the week.

The price of activated carbon in China goes down. At present, the ex factory price of activated carbon for coconut shell water purification in East China is 9500-13000 yuan / ton; the market atmosphere of activated carbon is general, and the delivery is normal, and the transaction price is mainly through negotiation (the specifications and properties of activated carbon are complicated, so the price can not be generalized. Please consult the manufacturer for details).

Activated carbon is rich in raw materials, including coal, sawdust, fruit shell, straw, etc. through a series of processes, activated carbon suitable for water treatment is prepared. At the same time, activated carbon manufacturers are constantly improving the performance of activated carbon, increasing its working capacity, which can effectively adsorb and purify wastewater.

Forecast: in the short term, the price of activated carbon is dominated by weak consolidation, and the transaction atmosphere is cold. The long-term market still needs to wait and see, and the overall price adjustment is not large.

1、 Price data:

According to the data monitoring of the bulk list of business associations, the domestic bromine market continued to be strong in November. As of November 30, the average price of bromine in Shandong was about 32555 yuan / ton, an increase of 2.09% compared with the beginning of the month, and an overall increase of 5.78% over the same period last year.

2、 Cause analysis

This month, the overall domestic bromine market started stable, and the market inventory was low. Shouguang, one of the main bromine production areas, has issued a notice that all bromine enterprises in the region will stop production from December 25, 2020 to February 19, 2021. In order to meet the coming winter parking period, some manufacturers have started to prepare their warehouses. The shipping intention is not high, the market supply is tight, and the downstream flame retardant market has high prices At present, mainstream bromine enterprises offer about 32500-33000 yuan / ton.

Industrial chain: upstream, at present, the inventory of refineries in various regions of the domestic sulfur market is low, and downstream factories and traders replenish as needed. The attitude of the shippers is better, and they intend to increase the market price. In terms of port, cargo rights are concentrated, low prices are hard to find, and the downstream market is not willing to accept high price goods. The dealers in the field mainly talk about caution, which is about 956 yuan / ton. In terms of sulfuric acid, the sulfur market in the upstream has been consolidated at a high level recently, and the cost support is good. The high consolidation of downstream market has a positive impact on sulfuric acid. At the same time, some sulfuric acid manufacturers are short of operation recently, the load is reduced, and the supply of sulfuric acid is tight At present, the price of caustic soda is about RMB 415 / ton, and the price of caustic soda is stable, but the price of caustic soda is stable and stable, and the price of caustic soda is expected to increase at present. The market of main downstream flame retardants of bromine is weak, and it is mainly on demand for bromine purchase. The overall intention of receiving goods is flat, and there is obvious conflict with the high price of bromine. The industry of pharmaceutical and pesticide intermediates is generally started, and the demand side supports the price of bromine.

3、 Future forecast

The bromine industry analysts of the business society believe that at present, the domestic bromine market price is firm and the supply is expected to decline significantly. In the case of no pressure on the enterprise inventory, the price intention is good, the downstream just needs to be flat, and the game atmosphere between supply and demand is becoming stronger. It is expected that bromine will still be strong in a short period of time.