Trade name: urea

Latest price (May 11): 3228.00 yuan / ton

On May 11, the comprehensive price of domestic urea rose slightly, up 82 yuan / ton or 2.61% compared with the price on May 9, and up 49.68% compared with the same period last year. The prices of upstream coal and liquefied natural gas have been adjusted at a high level, and the cost support is good. From the perspective of demand: the agricultural demand in Xinjiang and southern China is good, the demand of enterprises in Hefei is increased, the plate factory purchases on demand, and the demand of urea industry is sufficient. Buy up rather than buy down, and the trading atmosphere of urea is good. From the perspective of supply: there were many urea maintenance manufacturers in May, and the supply decreased. Various factors continue to drive up the price of urea. The policy of ensuring supply and price stability remains unchanged.

In the future, the ex factory price of urea in Shandong is expected to rise slightly, and the average price quoted by manufacturers is about 3250 yuan / ton.

After the festival, the price of aluminum fluoride fluctuated and rose

According to the data of business agency, the market of aluminum fluoride continued to pick up after the festival, and the price of aluminum fluoride rose. As of May 9, the average price of domestic aluminum fluoride was 11200 yuan / ton, up 2.28% from 10950 yuan / ton on May 1; After the festival, the aluminum fluoride market picked up and rose.

The price of raw materials rose strongly

According to the monitoring of business society, the price of fluorite rose by 1.08% after the festival; After the festival, the price of hydrofluoric acid rose by 1.38%. The overall raw material market rose, the cost of aluminum fluoride increased, and the rising power of aluminum fluoride was large.

Market overview and forecast

Analysts of aluminum fluoride industry of business agency believe that the prices of hydrofluoric acid and fluorite in the raw material market after the festival rise, and the cost of aluminum fluoride increases. Generally speaking, the rising cost is weak in both supply and demand, and the price of aluminum fluoride is expected to rise in the future.

According to the data monitored by the business agency, as of May 9, the average price of domestic industrial grade excellent cyclohexane was 9533.33 yuan / ton this week. The price was mainly stable, the operating rate was normal, the logistics was smooth, the transaction atmosphere was general, and the negotiation atmosphere was stable. The quotation range of mainstream manufacturers was about 9100 yuan / ton, mainly maintaining stable operation, the focus of negotiation was stable, and the price fluctuation range of this week was small.

This week, the average price of domestic industrial grade excellent cyclohexane is 9533.33 yuan / ton, and the quotation range of mainstream manufacturers remains about 9100 yuan / ton. The overall market supply and demand of cyclohexane is balanced. The downstream just needs to purchase, the focus of negotiation is stable, and the supply side is normal. The latest price of the enterprise is: yuan / ton, 9200 yuan / ton of shandongyi Zhongxin New Material Co., Ltd., and 10500 yuan / ton of Jinan aochen Chemical Co., Ltd, Wuhan Jixin Yibang Biotechnology Co., Ltd. is 9200 yuan / ton, and Nantong Runfeng Petrochemical Co., Ltd. is 9200 yuan / ton.

Upstream pure benzene: as of May 6, the price of pure benzene continued to rise after the festival, and the price continued to rise. On April 29, the price of pure benzene was 8450-8700 yuan / ton (average price 8590 yuan / ton). On Friday (May 6), the price of pure benzene was 8650-8900 yuan / ton (average price 8750 yuan / ton). The average price increased by 160 yuan / ton, or 1.86%, and 18.08% over the same period last year.

Chemical index: on May 8, the chemical index was 1178 points, up 1 point from yesterday, down 15.86% from the highest point of 1400 points in the cycle (2021-10-23), and up 96.99% from the lowest point of 598 points on April 8, 2020. (Note: the period refers to the period from December 1, 2011 to now)

According to the cyclohexane analyst of business society, the cyclohexane market is expected to operate smoothly in the short term, and the overall market supply and demand is balanced. (if you want to get more commodity information and master commodity prices, you are welcome to subscribe to the commodities of the business club through the official account of the business club. The market is an opportunity).

According to the data monitored by the business agency, the quotation of Shanxi industrial grade first-class potassium nitrate at the beginning of the week was 7083.33 yuan / ton, and the quotation of Shanxi industrial grade first-class potassium nitrate at the weekend was 7183.33 yuan / ton, an increase of 1.41%, and the price increased by 62.89% year-on-year.

potassium nitrate

The domestic potassium nitrate market rose slightly this week. It can be seen from the above figure that the recent potassium nitrate Market showed a volatile upward trend, and the market continued to rise this week. This is mainly because of the recent sharp rise in raw materials, the passive rise of potassium nitrate manufacturers, the reluctance of traders to sell goods, the general market turnover, and the market of potassium nitrate continues to rise. According to the statistics of business agency: the quotation of mainstream domestic potassium nitrate manufacturers this week is 7100-7300 yuan / ton (the quotation is for reference only). The quotation is different according to different procurement conditions.

Recently, the international market price of potassium chloride has been strong and upward, while the domestic spot market is in short supply, the domestic inventory is relatively low, the supply is in short supply, and the price of potassium chloride has increased slightly. The high price of potassium chloride can give strong cost support to potassium carbonate.

Recently, the price of potash fertilizer in China has remained high, the cost has remained high, and the market supply is in short supply. It is expected that the price of potassium nitrate will mainly rise in the short term, and the long-term market still needs to wait and see. (the above prices are provided by major manufacturers of potassium nitrate all over the country and sorted and analyzed by potassium carbonate analysts of business society. They are for reference only. Please contact relevant manufacturers for more price details).

According to the data monitored by the business agency, the domestic carbon black quotation was 10325 yuan / ton on May 6.

After the festival, the supply of coal tar in the market is still tight, the overall demand for coal tar is relatively strong, and the overall performance of coal tar is high and volatile. Affected by the aggravation of the imbalance between regional supply and demand, the auction price of new orders in Shanxi market soared. Under the dual pressure of carbon black and raw coal tar transportation, the comprehensive cost of carbon black enterprises continues to rise, and the price has generally increased recently.

Under the current high cost of carbon black in China, it is comprehensively expected that the overall price of carbon black will remain high.

1、 Price data

According to the latest monitoring data of business agency, as of April 28, the mainstream ex factory average price of domestic local refined hydrogenated naphtha was 8133.33 yuan / ton, down 3.67% from 8443.25 yuan / ton at the beginning of this month, and the overall price of local refined hydrogenated naphtha fell.

According to the latest monitoring data of business agency, as of April 28, the mainstream ex factory average price of domestic refined straight run naphtha was 8027.50 yuan / ton, down 4.72% from 8425.00 yuan / ton at the beginning of this month, and the price of refined straight run naphtha fell as a whole.

On April 28, the naphtha commodity index was 100.38, unchanged from yesterday, down 17.48% from the highest point of 121.64 in the cycle (2022-03-10), and up 137.64% from the lowest point of 42.24 on July 19, 2016. (Note: the period refers to the period from September 1, 2012 to now)

2、 Analysis of influencing factors

Product: the overall price of refined naphtha fell this month. At present, the mainstream price of refined hydrogenated naphtha is about 8100-8200 yuan / ton, and the mainstream price of straight run naphtha is about 8000-8100 yuan / ton. In April, the international crude oil fluctuated, the naphtha market was in a strong wait-and-see mood, the demand for olefins and aromatics in the naphtha terminal was weak, the impact of public health events in many places in China, the transportation was limited, the shipment of refineries was blocked, and the market transaction was general. As of the week of April 27, Singapore’s fuel stocks decreased by 3.959 million barrels to a seven month low of 19.144 million barrels. As of the week of April 27, Singapore’s light distillate oil inventory increased by 268000 barrels to 13.266 million barrels, the highest since March 30. As of the week of April 27, Singapore’s medium distillate stocks fell 1.98 million barrels to a three week low of 7.043 million barrels.

Upstream: the international crude oil shock in April was mainly due to the lower than expected increase in U.S. commercial crude oil inventories. The market is still dominated by concerns about tight global oil supply in the future. The market is intertwined with long and short, the global economic recovery slows down, the Federal Reserve’s expectation of raising interest rates rises, and the domestic epidemic suppresses demand, and oil prices are under pressure. On the other hand, the EU is considering imposing an oil ban on Russia, tightening supply expectations, limiting the decline in oil prices, and the recent crude oil price range has fluctuated.

Downstream: toluene fluctuated downward in April. The price of toluene was 7720.00 yuan / ton on April 1 and 7320.00 yuan / ton on April 28, down 5.18% from the beginning of the month. Mixed xylene fluctuated downward in April. The price of mixed xylene was 7860.00 yuan / ton on April 1 and 7330.00 yuan / ton on April 28, down 6.74% from the beginning of the month. The price of p-xylene remained stable in April. By the end of the month, the ex factory price of domestic p-xylene was 9300 yuan / ton, up 45.31% year-on-year.

3、 Future forecast

Energy analysts of business society believe that the international crude oil price fluctuates, the naphtha market has a strong wait-and-see mood, and the terminal demand is not significantly good. At present, the logistics recovery is slow and the market transaction is general. It is expected that the refining of naphtha in the near future may be dominated by consolidation.

In April, the cost push affected the price rise of viscose staple fiber, and the manufacturers actively supported the price, with a monthly price rise range of 800-1000 yuan / ton. By the end of the month, some manufacturers had quoted 15000 yuan / ton of viscose staple fiber, which was also near one year later. Once again, some viscose staple fiber factories quoted the price at 15000 yuan / ton. However, the downstream demand continues to be weak, the trading atmosphere is weak, the start-up rate of human cotton yarn is down, the prosperity is declining, and the price of human cotton yarn is mainly sorted out, with a slight increase. At this stage, the yarn factory mainly tries its best to ship goods, and the stock accumulation is obvious.

Price trend chart of viscose staple fiber

According to the price monitoring of business society, as of April 29, 2022, the domestic ex factory quotation of 1.2D * 38mm viscose staple fiber was 14340 yuan / ton, an increase of 900 yuan / ton compared with April 1, with a monthly increase of 6.70%.

Raw material Market

Viscose fiber industry price rise and fall

According to the analysis of the reasons, in April, the cost was well supported, the market price of raw material dissolved pulp rose, and the price of auxiliary materials rose and fell. The production cost of viscose staple fiber remained at a high level as a whole, the cash flow loss of the industry was obvious, the manufacturer was cautious and was willing to keep the price stable and raise the price.

According to the data monitoring of business agency, the spot price of coniferous wood pulp fluctuated higher in April. On April 29, the average market price of coniferous wood pulp in Shandong was 7120 yuan / ton. At present, the spot price of wood pulp continues to fluctuate at a high level, and the price of wood pulp is supported by favorable international factors. It is expected that the short-term price of wood pulp will continue to fluctuate at a high level.

Cotton yarn Market

Trend chart of cotton yarn price

In April, affected by the rise in the price of viscose staple fiber, the price of rayon yarn followed the rise in the price of viscose staple fiber, but the increase was small. As of April 29, 2022, the average ex factory price of human cotton yarn (30s, ring spinning, first-class products) is 18600 yuan / ton, an increase of 340 yuan / ton or 1.82% over the previous month. The terminal demand has never improved. At present, the finished human cotton yarn has accumulated in the warehouse, the local logistics is not smooth, the spot delivery of the yarn factory is still blocked, and the price negotiation is high.

Future forecast

Textile terminal demand continues to be flat and difficult to improve, but under the pressure of rising costs, viscose staple fiber manufacturers are difficult to make concessions, the mentality of upstream and downstream tends to be cautious, the logistics is still blocked, and the physical inventory is still rising slightly. With the rise in the price of viscose staple fiber factories at the end of April, promoting the early transaction of some just needed replenishment orders in the market, business analysts expect that the price of short-term viscose staple fiber may be mainly finishing, and the price operation range is 14300-14600 yuan / ton.

1、 Price trend

According to the bulk list data of business society, the average ex factory price of 55% powdered monoammonium on April 1 was 3550 yuan / ton, and the average ex factory price of powdered monoammonium on April 29 was 3770 yuan / ton. The price of monoammonium phosphate increased by 6.20% this month.

According to the data of the bulk list of business society, the average ex factory price of 64% diammonium was 3640 yuan / ton on April 1 and 3675 yuan / ton on April 28. The price of diammonium phosphate increased by 0.96% this month.

2、 Market analysis

In April, the price of monoammonium phosphate continued the trend of last month, and the price rose again. In early April, the market of monoammonium phosphate continued to rise, and the price increased by 50-100 yuan / ton. Due to the rising price of raw phosphorus ore and sulfur and the continued pressure on the cost side, monoammonium phosphate enterprises raised the price again. In the middle of April, the price of monoammonium phosphate was stable, mainly implementing the early orders. The price of raw materials continues to rise, and the cost pressure increases. Downstream on-demand procurement is the main, and the follow-up of new orders is general. In late April, the price of raw sulfur continued to rise, and the cost side continued to exert pressure. The downstream compound fertilizer is purchased on demand, which is resistant to the high price of Monoammonium. Most enterprises have raised prices and the focus of transaction has been moving upward. As of April 29, the mainstream factory price of 55 powder ammonium in Anhui is about 3800 yuan / ton, that in Henan is about 3900 yuan / ton, and that in Sichuan is about 3700 yuan / ton. The actual transaction is negotiable.

In April, the market of diammonium phosphate was at a high level, and the price trend was upward. In the middle and early ten days of April, the market of diammonium phosphate operated at a high level. The waiting volume of diammonium is nearing the end, and the cost pressure is not reduced. Most enterprises suspend receiving orders and stop quotation. Downstream procurement is mainly based on demand, on-site trading is general, and traders operate with caution. Domestic demand weakened and foreign orders increased. The market of diammonium phosphate is running smoothly at a high level this week. In late April, the focus of diammonium turned to export. The price of raw sulfur continued to rise, the cost side continued to exert pressure, the market of diammonium was strong, and the quotations of most manufacturers and dealers were raised. As of April 29, the mainstream factory quotation of 64% diammonium in Hubei was 3550-3650 yuan / ton, and the market quotation of 64% diammonium in Guizhou was about 3800 yuan / ton. The actual transaction was negotiated.

In April, the domestic market situation of raw phosphorus ore was dominated by high and stable operation after the overall rise at the beginning of the month. With the advent of spring ploughing season in April, the market of phosphate fertilizer in the downstream of phosphate rock terminal is good, the supply in phosphate rock yard continues to be tight, and the downstream demand is good. With the support of both supply and demand, on the 6th day of the month, the domestic phosphorus ore generally ushered in a rising operation, with an overall increase range of 20-30 yuan / ton. Under the tight supply in some areas, it mainly accounted for the users of supply contracts. Subsequently, the phosphorus ore market operated at a stable high level, the confidence of the field operators was good, the downstream demand was stable, and most of the field operators were firm and stable. By the end of the month, the reference average price of 30% grade phosphorus ore in the mainstream areas of China was around 763 yuan / ton.

In April, the price of raw sulfur continued to rise, and the market continued to run strong. The output of domestic refineries is limited, the inventory is low, and the support for the sulfur price is obvious. The downstream demand is stable, the trend of sulfuric acid continues to rise, the market demand continues to be good, the enterprise shipment is smooth, and the supply is in short supply. The operator has a positive attitude, strong intention to support the price, and the sulfur price is stable and upward.

3、 Future forecast

Ammonium phosphate analysts of business society believe that the current ammonium phosphate Market is generally dominated by behavior and the cost support is good. Replenishment on demand in the downstream, which is resistant to high prices. When the supply of goods is small, the delivery of goods is relatively smooth. It is expected that the cost will remain strong in the short term, and the price of ammonium phosphate will continue to operate at a high level.

In April, the domestic MIBK market fell broadly. As of the end of the month, the market offer was 13000 yuan / ton, and the actual order had more room for profit. According to the monitoring data of business agency, the market mixed offer in East China was 13966 yuan / ton on April 1 and 13066 yuan / ton on April 30, down 6.44% during the month.

In early April, the 50000 T / a device of Li Changrong in Zhenjiang was restarted after the festival, the operating rate of the industry increased, and the expected supply increased in the future. However, the health events in East China continued to ferment, the logistics was limited, which had a great impact on terminal procurement, the logistics cost of small order procurement increased, the purchasing power of downstream consolidation was poor, the mentality of cargo holders was strong, and the quotation was loose.

In late April, it was close to the May Day holiday, but the terminal had little enthusiasm for goods preparation. Some enterprises started small single barrel replenishment after the festival, the logistics was still seriously blocked, the social inventory was accumulated high, the shipping pressure was still large, the price fell again, and the trading volume needed to be improved.

Trend chart of average acetone price in East China market

From the perspective of acetone market at the raw material end, there were mixed ups and downs in April, and the negotiation atmosphere in the venue was tepid. At the beginning of the month, the port inventory was high and the supply was sufficient. Enterprises lowered the listing price, increasing the wait-and-see atmosphere in the market. In the latter half of the year, the market rebounded in a narrow range with the preparation of goods before the festival. By the end of the month, the negotiated price of acetone in East China was 5550-5600 yuan / ton.

From the perspective of business society, the domestic health events after the festival will continue to affect the market. At present, the inventory pressure of enterprises is large, and the demand is difficult to improve significantly in the short term. It is expected to continue to decline after the festival. In the middle and late days, it depends on the national recovery and local logistics and transportation. With the continuous resumption of domestic terminal factories, it is expected to improve in the late days

According to the data monitored by the business community, as of April 28, the average price of lithium iron phosphate, a domestic high-class power product, was 155000.00 yuan / ton. The market price of lithium iron phosphate fell sharply this month, down 3.12% compared with the same period last month, down 5000 yuan / ton. The focus of the overall market negotiation was stable, the inventory was tight, and the price fell slightly.

In the first ten days of April, the price of lithium iron phosphate remained stable, the mainstream price was 165000 yuan / ton, and the downstream just needed to purchase. At present, the supply of manufacturers is still tight, and the supply side is insufficient. They mainly arrange orders and deliver goods from contract customers, the number of new orders is limited, the overall market negotiation atmosphere is acceptable, the price remains high, the upstream remains high, the price continues to rise, and the cost pressure of lithium iron phosphate remains, As of April 12, the price of upstream lithium carbonate decreased slightly. In terms of supply, the increase of new capacity in the market continued, and the supply continued to rise. At present, the overall market demand is relatively weak, the market spot tension has eased, and the short-term lithium carbonate price is expected to continue to maintain stability. In terms of demand, the demand for the four cathode materials fell due to the reduction of orders. Smelting enterprises also delivered at low prices, leading to the decline of small and medium-sized lithium salt plants and traders. The upstream and downstream game in the market is loose.

In the middle of April, the price of lithium iron phosphate remained stable, the mainstream price was 160000 yuan / ton, and the downstream just needed to purchase. At present, the supply of manufacturers is still tight, some manufacturers shut down, the supply of goods is tight, and the supply side is obviously insufficient. It is mainly based on the arrangement and shipment of contract customers, the number of new orders is limited, the overall market negotiation atmosphere is acceptable, the price remains high, the upstream remains high, and the price continues to rise, The cost pressure of lithium iron phosphate still exists. As of April 15, the upstream lithium carbonate had 473200 yuan / ton of industrial grade lithium carbonate and 492000 yuan / ton of battery grade lithium carbonate. The price of lithium carbonate decreased slightly. In terms of supply, the increase of new capacity in the market continued and the supply continued to rise. At present, the overall market demand is relatively weak, the market spot tension has eased, and the short-term lithium carbonate price is expected to continue to maintain stability. In terms of demand, the demand for the four cathode materials fell due to the reduction of orders. Smelting enterprises also delivered at low prices, leading to the decline of small and medium-sized lithium salt plants and traders. The upstream and downstream game in the market is loose.

In late April, the price of lithium iron phosphate, a high-quality power product, was 160000 yuan / ton. The downstream just needed to purchase, and the overall market operated smoothly. At present, the supply of manufacturers is still tight. Some manufacturers are shut down, the supply of goods is tight, and the supply side is obviously insufficient. It is mainly based on the arrangement and shipment of contract customers. The number of new orders is limited. The overall market negotiation atmosphere is acceptable, the price remains high, the upstream remains high, and the price continues to rise, The cost pressure of lithium iron phosphate still exists. As of April 21, the average price of industrial grade lithium carbonate in East China was 470000 yuan / ton. Lithium carbonate analysts of business society believe that the impact of the current epidemic continues, and the impact on the demand side still exists. Under the condition that the support of high price lithium salt is weakening day by day, there is selling sentiment in the market, which puts pressure on the price of lithium carbonate. It is expected that the price of lithium carbonate in the short term will be weak and volatile.

Chemical index: on April 27, the chemical index was 1166 points, down 4 points from yesterday, down 16.71% from the highest point of 1400 points in the cycle (2021-10-23), and up 94.98% from the lowest point of 598 points on April 8, 2020. (Note: the period refers to the period from December 1, 2011 to now).

According to the analysts of business society lithium iron phosphate, it is expected that the lithium iron phosphate market will operate stably and weakly in the short term. (if you want to get more commodity information and master commodity prices, you are welcome to subscribe to the commodities of the business club through the official account of the business club. The market is an opportunity).