Price Trend

According to the price monitoring of business associations, the price of calcium carbide manufactured in Northwest China was temporarily stable this week. The average price quoted by mainstream carbide manufacturers this week was 3033.33 yuan per ton, up 4.16% from the same period last year. Overall, the market of calcium carbide was stable this week, with the carbide commodity index of 79.48 on July 19.

II. Trend Analysis

(1) Products:

This week’s northwest region calcium carbide factory price is temporarily stable: Qinghai Saikant calcium carbide weekend quotation is 2950 yuan/ton, compared with the beginning of the week, the quotation fell by 50 yuan/ton; Orvega can this week calcium carbide quotation is 3100 yuan/ton, the quotation is temporarily stable; Shaanxi coal industry this week calcium carbide quotation is 3000 yuan/ton, the quotation is temporarily stable; Inner Mongolia China Union this week calcium carbide quotation 3050. The quotation is stable for RMB / ton, while the quotation for calcium carbide in Xingping, Ningxia is stable for RMB 2950 / ton this week.

This weekend, the actual transaction price of calcium carbide in Northwest China is about 2900-3000 yuan/ton: the mainstream transaction price of calcium carbide in Shaanxi is about 3000 yuan/ton; the mainstream transaction price of calcium carbide in Qinghai is about 2900 yuan/ton; the mainstream transaction price of calcium carbide in Inner Mongolia is about 3000 yuan/ton, and the actual transaction price is mainly negotiated.

(2) Industrial chain:

Upstream Raw Material Market: The quotation for coke ex-factory this week is tentatively stable, at 1 746.67 yuan/ton, down 12.67% from the same period last year. The upstream raw material price is low and consolidated, which is affected by supply and demand, and has a positive impact on the market of calcium carbide.

Downstream market: PVC ex-factory prices fell slightly this week. The price of PVC fell from 6782.50 yuan/ton at the beginning of the week to 6732.50 yuan/ton at the end of the week, down 50.00 yuan/ton, or 0.74%, 1.05% from the same period last year. Downstream customers’enthusiasm for calcium carbide purchasing declined, and the demand for calcium carbide was general, which had a negative impact on the market of calcium carbide.

3. Future Market Forecast

After the adjustment in June, the capital reflux of each factory is in good condition, the equipment has been repaired and the production capacity has increased. Low price of raw materials upstream consolidation, has a positive impact on calcium carbide, but the downstream PVC market has a downward trend, customer procurement enthusiasm for calcium carbide has also declined, calcium carbide demand is general. Later market forecast that the price of calcium carbide in the northwest region will fluctuate and fall in late July, but the decline is not significant, and the ex-factory price may be maintained at around 3000 yuan/ton.

Commodity Index: On July 19, the polyacrylamide commodity index was 100.61, unchanged from yesterday, down 6.09% from 107.13 points in the cycle (2019-05-08) and up 5.11% from 95.72 points on April 10, 2019. (Note: Period refers to 2019-04-01 to date)

Price quotation: The monitoring data of business association (100ppi.com) show that on July 1, the mainstream quotation of polyacrylamide (cationic) market is about 16566.67 yuan/ton, and on the 19th, the mainstream quotation is 16466.67 yuan/ton. This week’s quotation shows a slight fluctuation trend, which belongs to the fine-tuning of the normal range of manufacturers. At present, the main quotation range of domestic market of polyacrylamide is: cationic (PAM, molecular weight 12 million) quotation is about 16200-18 000 yuan/ton, anionic (PAM, molecular weight 12 million) quotation is about 10 000-12 000 yuan/ton.

Industry Chain: Strict environmental inspection, strong upstream product prices, price fluctuations of polyacrylamide manufacturers are not large, the market of polyacrylamide is generally stable this week.

Future market forecast: Focus on the start-up of future manufacturers, there is no big change in downstream demand. According to the current overall market supply, domestic polyacrylamide market prices will not change very much.

Trade Name: Phenol

East China Market (July 17): 7600 yuan/ton

Analysis Points: Domestic phenol Market is stable in the weak trend. The market fundamentals fluctuate little. Although the holder has a strong intention, the downstream terminal participation in inquiries slows down, the supplier’s delivery is not smooth, the focus of gravity is weakening, and the delivery is not smooth. Business associations expect the domestic phenol Market to be inadequate today. The market price of phenol in East China refers to 7500-7550 yuan/ton.

According to statistics, domestic hydrofluoric acid prices rose this week, the price at the end of the week was 12080 yuan/ton, 0.08% higher than that at the beginning of the week and 6.59% higher than that at the beginning of the week.

Products: This week, the price trend of hydrofluoric acid rose slightly. Enterprises reflect that the supply of hydrofluoric acid on the spot is tight. Recently, the situation of goods on the spot has improved. Some enterprises have a low start-up rate of hydrofluoric acid plant and a small rise in ex-factory price. Recently, the start-up rate of hydrofluoric acid plant is general, and the supply on the site is tight. At present, the southern region is facing a shortage of hydrofluoric acid plant. The main stream of regional hydrofluoric acid negotiations is 12000-12500 yuan/ton, and the price of hydrofluoric acid in the northern market is 11500-12500 yuan/ton. Recently, the domestic market price of hydrofluoric acid has risen slightly, but in the near future, the downstream refrigerant industry has maintained a low start-up rate, the supply of hydrofluoric acid manufacturers is tight, and the market price has risen slightly. By the end of the weekend, the mainstream of domestic negotiations on hydrofluoric acid in Fujian was about 11500-12000 yuan/ton, the price of hydrofluoric acid in Shandong was 12000 yuan/ton, the price of hydrofluoric acid in Jiangxi was 12000-12500 yuan/ton, the price of hydrofluoric acid in Inner Mongolia was 11500-12000 yuan/ton, and the price of hydrofluoric acid market rose slightly.

Industry chain: This week, the price of fluorite in the upstream of hydrofluoric acid is rising. The price of fluorite in the upstream of hydrofluoric acid is 3150 yuan/ton by the end of the week. This week, the price of fluorite is rising by 1.20%. The recent start of fluorite plant has not changed much. Overall, the supply of fluorite is tight, the price of fluorite is rising slightly, and the high price of raw materials in the upstream brings about the market To some extent, the market price of hydrofluoric acid rose slightly. Recent downstream refrigerant product installations started at a low level, the upstream fluorite and hydrofluoric acid demand is general, the recent downstream refrigerant trading market is general, the price of hydrofluoric acid products rose slightly. Recent downstream refrigerant market trading market is general, R22 refrigerant plant surface start at 60%, R22 market device start rate is temporarily stable, the main production enterprise bulk water factory offer price is between 18,000-18,500 yuan/ton, but the production enterprise does not have bulk water spot, mainly a small number of cylinders shipped. In addition, the actual demand side of the market has not changed much, and the shipping market trend is general. Domestic market price trend of R134a shocks, production enterprises equipment start-up rate remains low, refrigerant market demand is general, manufacturers mainly export. However, the on-site transaction price does not change much, and the upstream market demand for hydrofluoric acid does not change much. Aluminum fluoride prices of downstream products have increased slightly recently, with a weekend value of 9666.67 yuan per ton. The price trend has increased slightly. Recently, the market price of hydrofluoric acid has increased slightly.

Industry: This week, the upstream raw material fluorite and hydrofluoric acid market spot supply is tight, coupled with the upstream refrigerant industry trading market has improved, hydrofluoric acid market prices rose slightly.

Recent domestic refrigerant plant start-up rate is normal, for hydrofluoric acid market demand is general, the spot supply of hydrofluoric acid is tight, coupled with the rising trend of raw material market prices, business community hydrofluoric acid analyst Chen Ling believes that the market price of hydrofluoric acid will maintain a small rise next week, hydrofluoric acid price will be about 12100 yuan/ton.

On July 16, the PX commodity index was 56.00, unchanged from yesterday, down 45.31% from its peak of 102.40 points in the cycle (2013-02-28), and up 22.94% from its low of 45.55 points on February 15, 2016. (Note: Period refers to 2013-02-01 to date).

According to statistics, the domestic market price trend of p-xylene was temporarily stable on the 16th. Pengzhou Petrochemical Plant operated steadily in the field. Urumqi Petrochemical Plant started 50% of its operation. Fuhai Created Aromatic Hydrocarbon Plant started one line. CNOOC Huizhou Refinery and Chemical Plant overhauled. Hengli Petrochemical PX Unit went into operation. Other units operated steadily temporarily due to the introduction of new units. Domestic market supply of p-xylene is normal, and market price trend of p-xylene is temporarily stable. The opening rate of PX units in Asia is about 80%. On July 15, the closing price of p-xylene in Asia dropped by 21 US dollars/ton. The closing price was 839-841 US dollars/ton FOB in Korea and 858-860 US dollars/ton CFR in China. More than 50% of the domestic units need to be imported. The decline of foreign prices has a negative impact on the domestic market price of p-xylene. The price trend of p-xylene in the market is stable for the time being.

On July 15, the price of WTI crude oil futures fell to 59.58 US dollars per barrel, a decline of 0.63 US dollars. Brent crude oil futures fell to 66.48 US dollars per barrel, a decline of 0.24 US dollars. The trend of crude oil prices has declined, which has lost some cost support for the price of downstream petrochemical products. The price trend of paraxylene market is temporary. Steady. Recent textile industry volatility, PTA price trend slightly lower 16 days, the average price of East China in the vicinity of 6450-6600 yuan/ton self-raised, as of the 15th domestic PTA start-up rate is about 89%, polyester industry start-up rate is about 87%, downstream production and sales rate maintained high, but PTA market prices slightly lower, is expected to later PX market prices. Or will the shock be maintained.

Commodity Index: On July 14, the polyacrylamide commodity index was 100.81, unchanged from yesterday, down 5.90% from 107.13 points in the cycle (2019-05-08) and up 5.32% from 95.72 points on April 10, 2019. (Note: Period refers to 2019-04-01 to date)

Price quotation: The monitoring data of business association (100ppi.com) show that on July 1, the mainstream quotation of polyacrylamide (cationic) market is about 16566.67 yuan/ton, and on the 14th, the mainstream quotation is about 16500 yuan/ton. This week’s quotation shows a slight fluctuation trend, which belongs to the fine-tuning of the normal range of manufacturers. At present, the main quotation range of domestic market of polyacrylamide is: cationic (PAM, molecular weight 12 million) quotation is about 16500-18 000 yuan/ton, anionic (PAM, molecular weight 12 million) quotation is about 10 000-12 000 yuan/ton.

Industry Chain: Strict environmental inspection, strong upstream product prices, price fluctuations of polyacrylamide manufacturers are not large, the market of polyacrylamide is generally stable this week.

Future market forecast: Focus on the start-up of future manufacturers, there is no big change in downstream demand. According to the current overall market supply, domestic polyacrylamide market prices will not change very much.

I.Price Trend

According to the price monitoring of business associations, the ex-factory price of hydrochloric acid in Shandong Province rose slightly this week. The quotation rose from 110.00 yuan/ton at the beginning of the week to 130.00 yuan/ton at the end of the week, up 20.00 yuan/ton, up 18.18%, down 41.79% from the same period last year. Overall, the hydrochloric acid market rose slightly this week, with the hydrochloric acid commodity index of 34.21 on July 12.

II. Market Analysis

(1) Products:

This week, the hydrochloric acid market manufacturers quoted slightly higher, the overall market low consolidation. Dezhou Shihua hydrochloric acid quotation is 100 yuan/ton, the quotation is temporarily stable; Wenshui synthetic hydrochloric acid quotation rose from 160 yuan/ton at the beginning of the week to 200 yuan/ton at the end of the week, up 40/ton; Jinan Yuanfei hydrochloric acid quotation is 100 yuan/ton, the quotation is temporarily stable; Dezhou Meihua hydrochloric acid quotation is 60 yuan/ton, the quotation is temporarily stable.

(2) Industrial chain:

The price of liquid chlorine in the upstream market has risen, which will give some support to hydrochloric acid. The downstream dyes, calcium chloride and chloroethane still buy hydrochloric acid on demand in the early stage. The hydrochloric acid market as a whole is still weak. By-product acid shocks the market. The pressure of hydrochloric acid shipment is high. The quality of by-product hydrochloric acid produced by TDI, chloropropene, propylene oxide and methane chloride is relatively good. For the purpose of shipment, each manufacturer has the situation of inverted freight shipment. Overall, the difficulty of delivery of hydrochloric acid is still a major problem.

3. Future Market Forecast

After the adjustment in June, the capital reflux of each factory is in good condition, the equipment has been repaired and the production capacity has increased. Business analysts believe that the upstream liquid chlorine is good in the near future, but the downstream demand for rare earth and fuel is still general, and by-product acid shocks the market. Business analysts believe that the late hydrochloric acid market is still more vulnerable to consolidation.

Commodity Name: Ethyl Acetate

Market Price (July 11, East China): $5180 per ton delivered

Main points of analysis: The domestic market of ethyl acetate is still strong, some low-end offers are still rising, the mainstream of the market is stable and exploring, with limited scope. Domestic ethyl acetate stock dispersion to maintain a balance between supply and demand situation, the terminal for ethyl acetate is still rational purchase, raw material acetic acid market is weak, ethyl acetate self-support is insufficient, the market rose temporarily stable. At present, the offer in East China is 5180 yuan/ton, 5300 yuan/ton in South China and 5150 yuan/ton in North China. Business associations expect the short-term ethyl acetate Market to be strong.

Price Trend

According to the monitoring data of business associations, the latest domestic price of cyclohexanone was 7966 yuan/ton as of July 9, and the domestic market of cyclohexanone was stable and good.

II. Market Analysis

Products: Cyclohexanone market is stable and good, cost support is good, chemical fiber demand is still acceptable, solvent market is mostly on demand procurement. The mainstream offer of cyclohexanone in North China market was sent in cash from 8400 to 8600, the mainstream offer in East China market was sent in cash from 8700 to 8800, and the mainstream offer in South China market was sent in cash from 9000 to 9100.

Industry Chain: Pure Benzene: East China Pure Benzene offer rose, the purchase still continued at the previous level. At present, the spot negotiation price refers to 5200-5300 yuan/ton, 5230-5300 yuan/ton in July and 5230-5300 yuan/ton in August. Sinopec’s tap price makes it difficult to find a low price in the market, but downstream users are conflicted with the rising mentality of pure benzene because of insufficient product profits. Caprolactam: Domestic caprolactam liquid spot market is basically stable, and the spot supply is temporarily tight. The quotation of liquid spot price in East China market refers to 12400-12500 yuan/ton, which is accepted and delivered, and most of the polymerization plants purchase on demand.

3. Future Market Forecast

Cyclohexanone analysts, business associations, predict that the domestic market for cyclohexanone will be stable in the short term.

On July 7, the fluorite commodity index was 109.21, unchanged from yesterday, down 14.34% from the peak of 127.49 points in the cycle (2019-01-03), and up 121.93% from the low of 49.21 points on December 18, 2016. (Note: Period refers to 2011-09-01 to date)

According to statistics, the domestic fluorite price trend is temporarily stable, with the average domestic fluorite price of 312.5 yuan/ton as of the 8th day. Recently, the domestic fluorite plant started normally, the mine and flotation plant started normally, the supply of fluorite in the field is slightly tight, and the price of hydrofluoric acid in the downstream is rising. For the fluorite market, the price trend of fluorite market is on demand. Rise. Recent downstream installation start-up situation is general, fluorite spot supply is normal, terminal downstream pick-up situation improved, resulting in rising market price trend. The price of 97 fluorite wet powder in Inner Mongolia is 2900-3100 yuan/ton as of the 8th day. The mainstream of 97 fluorite wet powder negotiations in Fujian is 3000-3300 yuan/ton. The price of 97 fluorite wet powder in Henan is 2900-3200 yuan/ton. The price of 97 fluorite wet powder in Jiangxi is 3000-3300 yuan/ton. The price trend of fluorite remains high.

The price trend of hydrofluoric acid Market in downstream fluorite is rising. The domestic market price of hydrofluoric acid is 12070 yuan/ton as of the 8th day. The price fluctuation of hydrofluoric acid market has a positive impact on the upstream fluorite market. However, the recent start-up of hydrofluoric acid plant is general, and the demand for fluorite is weakening, and the price fluctuation of fluorite is running. Recent downstream refrigerant product installations started at a low level, the upstream fluorite and hydrofluoric acid demand is general, the recent downstream refrigerant trading market is general, hydrofluoric acid product price trend is stable. Recent downstream refrigerant market transactions are cool, R22 refrigerant facility starts at 60%, R22 market facility start-up rate is temporarily stable, the main manufacturer of bulk water out of the factory offer price is between 18,000-19,000 yuan/ton, but the manufacturer does not have bulk water spot, mainly a small number of cylinders shipped. In addition, the actual demand side of the market has not changed much, and the delivery quotation is general. Domestic market price trend of R134a shocks, production enterprises equipment start-up rate remains low, refrigerant market demand is general, manufacturers mainly export. But the on-site transaction price does not change much. Businessmen buy on demand. Generally speaking, the downstream industry is in a general market. In addition, the fluorite market supply is normal and the price of fluorite is rising. Chen Ling, an analyst of business associations, believes that the price of fluorite market may remain volatile.