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Tin prices fluctuated widely in February 2022, with a monthly increase of 3.38%

In February 2022, the domestic 1# tin ingot market price fluctuated widely, but the overall trend remained upward. The average price in the domestic market was 329590 yuan / ton at the beginning of the month and 340730 yuan / ton at the end of the month, with a monthly increase of 3.38%.

 

EDTA

On February 27, the tin commodity index was 173.54, unchanged from yesterday, hitting a record high in the cycle, up 304.90% from the lowest point of 42.86 on December 9, 2015. (Note: the period refers to the period from September 1, 2011 to now).

 

After many shocks in the tin market in February, the overall market is still an upward trend. In terms of supply, some manufacturers are still in the maintenance state, but the overall operating rate has increased to a certain extent compared with the previous period. It is expected that the large factories overhauled in the early period in mid and late March will gradually return to work. At present, the supply of tin ore is relatively stable, but the overall supply is still tight. In terms of downstream demand, downstream manufacturers gradually resumed work after the Spring Festival. Because the resumption time was later than that in the upstream, the demand was weak this month. However, the high tin price has affected the demand for downstream goods preparation. At present, the downstream goods are still prepared according to the principle of purchasing on demand.

 

From a fundamental point of view, tin is still in a pattern of weak supply and demand, and low inventory continues to support the rise of tin price. However, due to the general recovery in the downstream and small demand support, the tin price will still maintain a volatile trend in a short time, and we still need to pay attention to the downstream demand in the future.

 

Melamine

Relevant data:

 

According to the latest report data released by the world Bureau of Metal Statistics (WBMs), the global tin market had a surplus of 2100 tons from January to December 2021. From January to December 2021, the output of refined tin increased by 3000 tons compared with the same period in 2020, and the apparent demand decreased by 1.7% to 378000 tons compared with the same period in 2020. In December 2021, the global refined tin output was 29100 tons and the consumption was 30500 tons.

 

On February 25, 2022, the London Metal Exchange (LME) tin inventory increased by 15 tons (unit: ton) by 2255 tons

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In February, the price of PMMA operated smoothly

According to the data monitored by the business community, as of February 28, the average price of domestic general transparent grade high-quality products PMMA was 17650.00 yuan / ton. In January, PMMA maintained a stable operation, and the price fluctuation was not obvious. The quotation range of mainstream manufacturers maintained about 17600 yuan / ton. In the PMMA market, it maintained a stable operation, with a stable negotiation focus and a stable negotiation focus.

 

Gamma-PGA (gamma polyglutamic acid)

In the first ten days of February, the average price of domestic general transparent grade superior PMMA was 17625.00 yuan / ton, and the quotation range of mainstream manufacturers remained about 17600 yuan / ton. Compared with the same period last week, there was no significant change in the price. The price of PMMA was mainly stable, the overall price change was not obvious, the focus of negotiation was stable, and the supply side was normal.

 

In the middle of February, the average price of domestic general transparent superior PMMA was 17650.00 yuan / ton, the quotation range of mainstream manufacturers remained about 17600 yuan / ton, and the price change was not obvious. The price of PMMA was mainly stable, the procurement atmosphere was general, the focus of negotiation was stable, and the supply side was normal.

 

In late February, the average price of domestic general transparent grade superior PMMA was 17625.00 yuan / ton, the price remained stable, and the fluctuation was limited. The manufacturers actively shipped and gave away the order, and the negotiation atmosphere was general. The quotation range of mainstream manufacturers remained about 17600 yuan / ton. Compared with the same period last week, the price of PMMA remained stable, the overall price change was not obvious, and the negotiation focus was stable, The supply side is normal.

 

Benzalkonium chloride

Rubber and plastic index: on February 27, the rubber and plastic index was 773 points, unchanged from yesterday, down 27.08% from the highest point of 1060 points in the cycle (2012-03-14), and up 46.40% from the lowest point of 528 points on April 6, 2020. (Note: the period refers to the period from December 1, 2011 to now).

 

PMMA analysts of business agency believe that the PMMA market is expected to operate smoothly in March. (to get more information about goods and to grasp the price of commodities, welcome to subscribe to the business community through the official account of the business community, the market is the opportunity).

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Cyclohexanone market price “upside down”

According to the monitoring data of business agency, from February 18 to 25, the average market price of cyclohexanone in China fell from 12033 yuan / ton to 10833 yuan / ton, with a decrease of 9.97% in the week, a month on month increase of 9.75% and a year-on-year increase of 6.56%.

 

povidone Iodine

The domestic cyclohexanone market fell significantly this week, the raw material pure benzene rose in a narrow range, and the cost support was stable. However, in terms of supply and demand, some enterprises have reduced the production or maintenance of caprolactam units, increased the supply of cyclohexanone, and the market supply is quite abundant. Although some caprolactam factories have purchased one after another, the oversupply of goods in the market is still obvious. Under the pressure of shipment, the factory actively makes profit and ships, and the focus of transaction continues to decline.

 

Summary of domestic cyclohexanone market as of February 25:

 

region ., Price

East China . 11000-11200 yuan / ton vehicle cash delivery

South China . 11400-11500 yuan / ton cash delivery

Shandong region . 10800-11000 yuan / ton

Raw material pure benzene: the price of pure benzene rose. As of the afternoon of the 24th, the mainstream negotiation in East China was 8050 yuan / ton, up 330 yuan / ton from last Friday. Driven by the sharp rise of crude oil, the spot of East China pure benzene quickly followed up to 8050 yuan / ton. The market offer was active and the transaction volume was large.

 

Comparison chart of price trend of pure benzene (upstream raw material) and cyclohexanone in business agency:

 

Benzalkonium chloride

Downstream caprolactam: the caprolactam market is weak. Recently, the cost deviates from the fundamentals of supply and demand, and the price of caprolactam continues to decline under supply pressure. The cost of caprolactam rose again, and the price of caprolactam stopped falling when the loss increased. In addition, crude oil rose sharply under the influence of the situation in Russia and Ukraine, and the caprolactam market stayed on the sidelines.

 

Comparison chart of price trend of cyclohexanone and caprolactam (downstream products) in business society:

 

Cyclohexanone is still in the situation of oversupply, but pure benzene is strongly supported, and the profit space of cyclohexanone is small. It is expected that the cyclohexanone market will be weak in the short term, with limited room for decline. The cyclohexanone analyst of business society predicts that the short-term cyclohexanone market is dominated by weak consolidation.

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Sharp contradiction between supply and demand, rare earth prices hit a ten-year high

According to the monitoring of business agency, the price index of domestic rare earth market continues to rise. Recently, the rare earth market has reached a ten-year high. Recently, the price of domestic praseodymium neodymium series has remained high, and the price of terbium Series in heavy rare earth market has risen. On February 24, the rare earth index was 1007 points, unchanged from yesterday, hitting a record high in the cycle, up 271.59% from the lowest point of 271 points on September 13, 2015. (Note: the period refers to the period from December 1, 2011 to now).

 

Recently, the domestic light rare earth market price has continued to be high, and the price rise of praseodymium neodymium series, the mainstream of rare earth market, is dominated. In terms of products:

 

It can be clearly seen from the product price trend chart that the prices of domestic metal neodymium, neodymium oxide, praseodymium oxide, metal praseodymium, praseodymium neodymium alloy and praseodymium neodymium oxide have reached a ten-year high. As of the 24th, the price of neodymium oxide in rare earths in China was 1.23 million yuan / ton; The price of neodymium is 1.5 million yuan / ton; The price of praseodymium oxide is 1.09 million yuan / ton; The price of praseodymium neodymium oxide is 1.105 million yuan / ton; The price of praseodymium neodymium alloy is 1362500 yuan / ton; The price of metal praseodymium is 1.39 million yuan / ton, and the trend of domestic rare earth market remains high.

 

EDTA

The domestic rare earth market price hit a ten-year high, mainly due to the widening gap between supply and demand, the continuous resumption of metal factories and the continuous increase of on-site demand. However, the separation enterprise is still in parking, so the contradiction between supply and demand continues to expand, the price trend in the yard continues to rise, coupled with strong downstream demand and insufficient supply, which is good for the domestic rare earth market. Due to the shortage of raw materials, increased demand, and the aggravation of the supply shortage of praseodymium and neodymium oxide and other mainstream products of some large upstream groups, the market is bullish. In addition, the demand for permanent magnet has increased significantly, the rapid development of new energy industry has driven the development of many industries, and the upstream material rare earth permanent magnet has also caught the “express train”. The sales of new energy vehicles are normal, the demand for rare earths is at a high level, and the price of rare earth oxides continues to rise. Rare earth metal factories are more cautious in purchasing without lock orders, and the market price of rare earths in the field continues to rise.

 

The national environmental protection supervision is still continuing. Rare earth is in the peak season of traditional demand. Superimposed on the launch expectations of relevant policies in the rare earth industry, supply and demand are expected to resonate with policies, and the rare earth market continues to rise. In addition, the inventory of neodymium praseodymium oxide has been at a low level, the shipment willingness of cargo holders is low, the reluctance to sell and wait-and-see mood is strong, and the on-site price continues to rise. According to statistics, the demand for new energy vehicles has increased. According to the data released by China Automobile Industry Association, in January 2022, China’s automobile production and sales reached 2.422 million and 2.531 million respectively, with a month on month decrease of 16.7% and 9.2% respectively, and a year-on-year increase of 1.4% and 0.9% respectively. The automobile production and sales showed a steady and small growth. Driven by the dual drive of market and policy, the demand market for vehicle specification semiconductors broke out in an all-round way, Recently, the demand in the field of new energy is relatively high, and the domestic light rare earth market price continues to rise. Driven by the demand for Nd-Fe-B, the price trend of domestic heavy rare earth market rose.

 

It can be seen from the trend chart that the domestic price of dysprosium is still rising. As of the 24th, the price of dysprosium oxide is 3.145 million yuan / ton, the price of dysprosium ferroalloy is 3.13 million yuan / ton, the price of metal dysprosium is 3.985 million yuan / ton, and the price of domestic terbium is rising. The price of domestic terbium oxide is 15.05 million yuan / ton, and the price of gold terbium is 19.2 million yuan / ton. The price trend of heavy rare earth is rising, the transaction market of domestic rare earth market is acceptable, and the leading magnetic material factory purchases actively, which makes the domestic heavy rare earth market price higher. Recently, some separation enterprises in the areas where medium and heavy rare earth mines are used such as Jiangxi, Hunan, Guangdong and Guangxi have stopped, and the tight supply has made the market price of heavy rare earth higher. In addition, the export of Myanmar is limited, which further aggravates the supply disturbance, The global supply of rare earths is relatively concentrated, and Myanmar is one of the production areas second only to China and the United States. Myanmar has a great impact on the products in the domestic heavy rare earth market. Recently, the on-site procurement has been positive, the stock mood is still there, and the price trend of heavy rare earth in the on-site has maintained a high trend.

 

Melamine

In addition, with the support of national policies, the first batch of Rare Earth total amount control indicators in 2022 meet the expectations, and the industry pattern continues to be optimized. On the 28th, the Ministry of industry and information technology and the Ministry of natural resources issued the first batch of Rare Earth total amount control indicators in 2022, of which the ore indicators and smelting separation indicators were 100800 tons and 97200 tons respectively. The increase of the index is in line with expectations, and the state is still relatively restrained in releasing the rare earth supply index. The first batch of ore indicators / smelting separation indicators in 2022 are + 20% year-on-year, and the growth rate is lower than that of the first batch in 2021 (year-on-year + 27.3% / 27.6%). It is expected that the overall supply and demand of rare earth will remain tight in 22 years. The index increment is still focused on light rare earths. Among the mining indicators in 2022, the rock ore type rare earth (mainly light rare earth) is 89310 tons, with a year-on-year increase of + 23.2%, and the ionic rare earth is 11490 tons, with a year-on-year balance. It is expected that the increment will be concentrated in light rare earth, which will be a long-term trend. In addition, the export volume of rare earth rose sharply in 2021, with a cumulative export of 107900 tons of rare earth throughout the year, a year-on-year increase of 38%. The rise of foreign demand led to the rise of the domestic rare earth market. On the whole, the demand for rare earth products increased, and the price trend of the domestic rare earth market continued to rise.

 

With the sustainable development of new energy vehicles, wind power and variable frequency air conditioning in the downstream of rare earth, the demand continues. In addition, the domestic rare earth supply is still tight and the inventory continues to decline. The recent on-site transaction market is good, and the supply enterprises will continue to restart in the later stage. Chen Ling, a business social analyst, predicts that the price increase of rare earth market in the later stage is limited.

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Domestic phosphate rock prices rose steadily in February

According to the data monitoring of business society, as of February 22, 2022, the reference average price of 30% grade phosphorus ore in the mainstream areas of China is around 710 yuan / ton. Compared with February 1 (the ex factory price of phosphate rock is 700 yuan / ton), the average price increases by 10 yuan / ton, or 1.43%. Compared with January 1 (the ex factory price of phosphate rock is 690 yuan / ton), the average price increases by 20 yuan / ton, or 2.90%.

 

Benzalkonium chloride

It can be seen from the data monitoring chart of business society that in early February, during the Spring Festival holiday, the trend of domestic phosphorus ore market was calm, the mine was shut down for vacation, the downstream was basically closed, and the on-site trading was quiet. In the first week after the return of the Spring Festival holiday, the domestic phosphorus ore market continued to operate steadily as a whole, and the mines resumed production one after another. The phosphorus ore market changed little, and the downstream demand digested the early inventory.

 

In late February, the domestic phosphorus ore market ushered in the first price increase of this month. The price adjustment areas mainly came from mining enterprises in Guizhou. In the late stage, the downstream demand for phosphate rock has gradually recovered, and the supply in the phosphate rock yard is still tight. On the 18th, some mining enterprises in Guizhou took the lead in raising the price of medium and high-end phosphate rock, of which the price increase of 30% phosphate rock freight plant is about 10-30 yuan / ton, and the price of 30% phosphate rock freight plant in Guizhou is about 650-700 yuan / ton, The market price of 28 grade phosphorus ore is basically the same as that before the festival, with reference to around 580-630 yuan / ton. At present, the overall high level of phosphorus ore market is dominated by good operation.

 

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

 

product . Area Taste Price. remarks

Phosphate rock . Guizhou . 30% . 660-680 yuan / ton . Factory price

Phosphate rock Guizhou . 28% . 580-620 yuan / ton . Factory price

Ammonium phosphate ore Hubei 30% . 660-680 yuan / ton . Car board price

Phosphate rock . Guangxi 30% . 660-690 yuan / ton . Factory price

Phosphate rock Guangxi . 28% . 580-620 yuan / ton . Factory price

 

Azodicarbonamide (AC foaming Agent)

In terms of downstream yellow phosphorus, in February, the domestic yellow phosphorus market rose and operated as a whole. According to the monitoring data of business agency, as of February 21, the reference price of domestic yellow phosphorus was 33250 yuan / ton, an increase of 3.1% compared with the price on February 1 (32250 yuan / ton). Recently, the domestic yellow phosphorus market price has been stable. The overall market trading situation is acceptable, there are many downstream inquiries, mainly just need replenishment, and the transaction of new orders is limited. It is expected that the price of yellow phosphorus will mainly run at a high level in the short term.

 

Prediction and analysis of future trend of phosphate rock

 

Near March, the spring ploughing and sowing season is coming, and the downstream phosphate fertilizer of phosphate rock terminal will usher in the peak season. Driven by the downstream, the domestic phosphate ore market will continue to warm. Phosphate ore analysts of business society believe that in the short term, the domestic phosphate ore market will continue to operate at a high level and firmly, and more attention needs to be paid to the news changes of supply and demand.

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The price of hydrogen peroxide rose and fell after the Lantern Festival

According to the monitoring data of business agency: after the Lantern Festival, the hydrogen peroxide market rose and fell, with an overall increase of 0.43%. On February 14, the average price of hydrogen peroxide market was 770 yuan / ton. On February 22, the average price of hydrogen peroxide market was 773 yuan / ton, with a price increase of 0.43%.

 

EDTA

After the festival, the supply and demand were unbalanced, and the hydrogen peroxide market rose and fell

 

After the Lantern Festival, the hydrogen peroxide market fluctuated. Due to the increase of terminal orders in Shandong, the hydrogen peroxide Market showed an oscillatory upward trend, and the mainstream quotation of hydrogen peroxide was 690-740 yuan / ton. Due to poor terminal demand, the market in Hebei fell for a time, rebounded after reaching the bottom, and the market fluctuated frequently. The mainstream quotation was 700 yuan / ton. The mainstream quotation of hydrogen peroxide in Anhui is relatively stable, lasting 950 yuan / ton.

 

The hydrogen peroxide Market of some domestic manufacturers on February 22 is as follows:

 

Azodicarbonamide (AC foaming Agent)

 Luxi Chemical hydrogen peroxide quoted 690 yuan / ton, up 30 yuan / ton at the beginning of the month; Hebei Zhengyuan hydrogen peroxide quoted 680 yuan / ton, up 30 yuan / ton from the beginning of the month; The quotation of hydrogen peroxide of Anhui Quansheng chemical is 950 yuan / ton, which is the same as that at the beginning of the month.

Business community hydrogen peroxide analyst Li Bing believes that the terminal demand is weak, and the future hydrogen peroxide price continues to be weak and downward.

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Demand exceeds expectations, international cobalt price rises, and China’s domestic cobalt price rises

Cobalt prices rose this week

 

EDTA

According to the data monitoring of business agency, the domestic cobalt price rose sharply this week, and the cobalt market rose. As of February 21, the average price of cobalt was 542000 yuan / ton, up 2.32% from 529700 yuan / ton on February 14 at the beginning of last week. Sales of new energy vehicles exceeded expectations and domestic cobalt prices rose.

 

Rising international cobalt prices

 

As can be seen from the trend chart of LME cobalt price, the LME cobalt price rose sharply this week, and the international electrolytic cobalt price rose, which was good for the domestic cobalt Market and increased the rising power of the domestic cobalt market.

 

time . Category specifications minimum price . Rise and fall . The highest price Rise and fall . Company

February 4 Standard grade cobalt 34.3. 0 . thirty-four point eight . 0 . USD / lb

February 4 Alloy grade cobalt . 34.3. 0 . thirty-four point eight . 0 . USD / lb

February 7 Standard grade cobalt . thirty-four point three . 0 . 34.8. 0 . USD / lb

February 7 Alloy grade cobalt . thirty-four point three . 0 . thirty-four point eight . 0 . USD / lb

February 8 Standard grade cobalt . 34.4. 0.1. 34.8. 0 . USD / lb

February 8 Alloy grade cobalt . 34.4. zero point one . 34.8. 0 USD / lb

February 9th . Standard grade cobalt 34.4. 0 . thirty-four point eight . 0 USD / lb

February 9th . Alloy grade cobalt . thirty-four point four . 0 . 34.8. 0 USD / lb

February 10th . Standard grade cobalt . 34.5. zero point one . thirty-five . zero point two . USD / lb

February 10th . Alloy grade cobalt . 34.5. 0.1. thirty-five . zero point two . USD / lb

February 11th . Standard grade cobalt . 34.5. 0 . thirty-five 0 . USD / lb

February 11th . Alloy grade cobalt . 34.5. 0 . thirty-five . 0 . USD / lb

February 14th . Standard grade cobalt . 34.6. 0.1. 35.1. zero point one . USD / lb

February 14th . Alloy grade cobalt . 34.6. zero point one . 35.1. zero point one . USD / lb

February 15th . Standard grade cobalt . 34.7. zero point one . 35.1. 0 USD / lb

February 15 Alloy grade cobalt 34.7. 0.1. 35.1. 0 . USD / lb

February 16 Standard grade cobalt 34.75. 0.05. 35.1. 0 . USD / lb

February 16th . Alloy grade cobalt . thirty-four point seven five . zero point zero five . thirty-five point one . 0 . USD / lb

February 17th . Standard grade cobalt . 34.75. 0 . thirty-five point one . 0 . USD / lb

February 17 Alloy grade cobalt 34.75. 0 thirty-five point one . 0 . USD / lb

February 18th . Standard grade cobalt . 34.95. zero point two . thirty-five point three . zero point two . USD / lb

povidone Iodine

February 18th . Alloy grade cobalt . 34.95. zero point two . thirty-five point three . 0.2. USD / lb

As can be seen from the price list of MB cobalt, the price of MB cobalt resumed rising this week, and the price of international electrolytic cobalt rose, which was good for the domestic cobalt Market and increased the rising power of the domestic cobalt market.

 

Sales of new energy vehicles exceeded expectations

 

From past experience, January is usually the off-season for the sales of new energy vehicles, and the consumption of new energy vehicles is expected to decline significantly due to the decline of subsidies in January 2022. According to the economic operation data of automobile industry in January 2022 released by China Automobile Association, in January, China’s production and sales of new energy vehicles completed 452000 and 431000 respectively, with a year-on-year increase of 1.3 times and 1.4 times respectively. The sales of new energy vehicles exceeded expectations, the demand of cobalt market increased, and the rise of cobalt price supported greatly.

 

Market Overview

 

Bai Jiaxin, a data analyst at business news agency, believes that the off-season of new energy vehicles is not light, the rising demand of cobalt Market stimulates the sharp rise of domestic cobalt price, and the sharp rise of international cobalt price is good for the domestic cobalt market. In the future, the demand growth of cobalt market exceeded expectations, the support for the rise of cobalt price increased, and the shock rise of cobalt price in the future.

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Caustic soda prices rose this week (2.14-2.18)

1、 Price trend

 

According to the monitoring data of business agency, the price of caustic soda rose this week. At the beginning of the week, the average price of Shandong market was 1092.5 yuan / ton, and at the weekend, the average price of Shandong market was about 1130 yuan / ton, with a price increase of 3.43% and 139.15% compared with the same period last year. On February 17, the caustic soda commodity index was 160.07, up 1.8 points from yesterday, down 39.70% from the highest point 265.47 in the cycle (2021-10-27), and up 145.85% from the lowest point 65.11 on October 9, 2020. (Note: the period refers to the period from September 1, 2011 to now)

 

Benzalkonium chloride

2、 Market analysis

 

Caustic soda prices rose this week. At present, the average market price in Shandong is about 1050-1150 yuan / ton. The mainstream ex factory quotation of 32% liquid alkali in Hebei is about 1150-1250 yuan / ton. This is mainly due to the maintenance of the main caustic soda plant, the reduction of inventory and the positive downstream demand.

 

povidone Iodine

According to the price monitoring of the business society, in the price rise and fall list of chlor alkali industry in the 6th week of 2022 (2.7-2.11), there were 3 kinds of commodities rising, 2 kinds falling and 0 kinds rising or falling. The main commodities rising are: caustic soda (10.08%), light soda ash (5.06%), PVC (3.84%); The main commodities falling were hydrochloric acid (- 11.36%) and calcium carbide (- 1.98%). The average rise and fall this week was 1.13%.

 

Business analysts believe that recently, the inventory of caustic soda manufacturers has decreased, the demand of downstream alumina enterprises is positive, and the price of caustic soda for downstream alumina has increased. It is comprehensively expected that the subsequent good operation of caustic soda is mainly based on the demand of downstream market.

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Tight supply urges the price of silicon material to continue to rise

This week (2.14-17), the domestic polysilicon market continued the recovery trend after the festival. According to the monitoring of business society, the weekly increase of polysilicon was 2.55%. The price of domestic silicon material manufacturers continues to rise. The operating rate of downstream silicon wafers increased, and the scattered quotation continued to rise; As well as the profit improvement of battery chip and component manufacturers, the price of imported silicon also remained high. During the Chinese New Year holiday, downstream silicon chip, battery chip and other manufacturers do not stop work, the production is carried out normally, and the silicon material is continuously consumed; In addition, the release of silicon material manufacturers after the festival was less than expected, and the tight supply led to the rise of prices. At present, the price range of polycrystalline silicon material is 180000-205000 yuan / ton, and the price range of single crystal material is 235000-250000 yuan / ton.

 

Benzalkonium chloride

In terms of supply, the supply of silicon material enterprises was stable this week. After the festival, the manufacturer’s devices are mainly started normally. At present, all 12 domestic devices are started, but the output release of newly put into operation devices is less than expected. In addition, individual manufacturers have separate line maintenance, and the supply is more tight. Therefore, it supports the high price of silicon material. In February, most orders were signed successively, and some scattered orders pushed up the quotation of silicon materials.

 

In terms of intermediate products, the price of silicon wafers was generally stable this week. Boosted by the demand for overseas installation, the quotation of some polysilicon wafers still rose, and the market sentiment warmed up. After the festival, the leading silicon wafer enterprises have not been notified of the price adjustment, but the focus of the second and third tier silicon wafer quotation has been raised one after another. At present, the mainstream transaction price of M6 is about 5.25 yuan / piece, the mainstream transaction price of M10 rises slightly to about 6.3 yuan / piece, and the mainstream transaction price of G12 is about 8.35 yuan / piece.

 

Sodium Molybdate

Battery chips and components: the market trend of battery chips and components is stable this week, showing a certain weakness compared with the upstream silicon materials and silicon chips. Affected by the limited acceptance of terminal components, the market has a strong wait-and-see atmosphere, and the price has not been significantly adjusted. At present, the upstream and downstream are still playing games. The terminal is affected by the rise of upstream price, and the possibility of upward price transmission is not ruled out in the later stage.

 

In the future, the polysilicon analyst of business society believes that in the short term, the release of silicon materials in the upstream of the photovoltaic industry chain is less than expected, and the favorable supply will continue to promote the rise of silicon materials. It is expected that the silicon material market is still easy to rise but difficult to fall in the near future.

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The supply was tight, and the price of dichloromethane rose sharply after the holiday

According to the data monitoring of business agency, the dichloromethane market rose sharply after the festival. As of February 11, the average price of dichloromethane bulk water in Shandong was 5462 yuan / ton, up 19.73% from 4562 yuan / ton before the festival.

 

povidone Iodine

Load of domestic methane chloride plant this week.

 

According to the business agency, the start-up of domestic methane chloride increased slightly after the festival, but the Jinling Dongying unit is planned to be shut down for maintenance in the later stage, and the supply side in Shandong is expected to be tight. In addition, after the festival, refrigerant enterprises are actively purchasing, and the production proportion of some enterprises is inclined to chloroform, squeezing the production space of dichloromethane, further resulting in the tight pattern of dichloromethane.

 

List of ex factory prices of bulk water of domestic dichloromethane enterprises on February 11

 

Sodium Molybdate

After the festival, the price of raw material methanol rose, supported by the cost side. According to the business agency, as of February 11, the price of methanol was 2745 yuan / ton, up 1.39% from 2707 yuan / ton before the festival.

 

Future forecast: Analysts of methane chloride data of business society believe that on the one hand, the cost support and on the other hand, the supply is tight. It is expected that the dichloromethane market will continue to be strong in the near future, and may continue to rise in the later stage.

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