Price trend

 

EDTA

According to the business agency data monitoring, plasticizer Market weakened in August and DOP prices fell. As of August 17, the DOP price was 6966.67 yuan / ton, down 0.95% from 7033.33 yuan / ton at the beginning of the month.

 

Upstream market of industrial chain

It can be seen from the trend chart of raw material phthalic anhydride that the price of DOP raw material phthalic anhydride fluctuated in August, the cost of DOP decreased, and the downward pressure of DOP increased. This week, the price of phthalic anhydride hit the bottom and rebounded. The increasing power of phthalic anhydride, DOP cost and DOP increase.

 

EDTA 2Na

It can be seen from the octanol price trend chart that the octanol price fell in August and the pressure of DOP cost decline increased. This week, the octanol price rebounded and rose, the DOP cost rose, and the driving force of DOP market rose.

 

Downstream market of industrial chain

 

It can be seen from the PVC price trend chart that the PVC price fluctuated in August, the downstream market of plasticizer DOP fell, and the pressure of plasticizer DOP was increased. PVC prices fell sharply this week, the plasticizer Market negative, plasticizer drop pressure is greater.

 

Market review and future expectation

 

Bai Jiaxin, an analyst with DOP data of business agency, believes that since August, raw material prices and PVC prices have fallen, while plasticizer prices have fluctuated and fallen, and DOP market is under great pressure. Since this week, the price of raw materials phthalic anhydride and octanol hit the bottom and rebounded, which was good for DOP market, PVC market fell and negative for DOP market remained. Generally speaking, DOP market has fallen since August. This week, DOP industry chain market has bottomed out and rebounded. DOP market has upward momentum, and later DOP market has stronger upward momentum. It is expected that DOP market will be stable.

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According to the data monitored by the business agency, as of August 14, the average price quoted by domestic premium DMF enterprises was 6133.33 yuan / ton. The focus of DMF market negotiation shifted upward, and the price continued to rise. Compared with the same period last month, the price of DMF increased by 25.6%, 5.14% compared with the same period last week, and the increase was about 300 yuan / ton in a week.

 

Benzalkonium chloride

As of August 14, Luxi Chemical quoted 6000 yuan / ton, Zhangqiu Riyue 6500 yuan / ton, Hualu Hengsheng 6400 yuan / ton, Shaanxi Xinghua 6200 yuan / ton, Guangdong 6700 yuan / ton, Jiangsu 6550 yuan / ton, Zhejiang 6600 yuan / ton Yuan / ton, 6500-6650 yuan / ton in East China market and 6600-6800 yuan / ton in South China market.

 

The upstream methanol delivery situation is different, and the overall stability is given priority to. The traders operate cautiously. The downstream just needs to purchase, and the methanol market is narrow in the short term.

 

On August 13, the chemical index was 676 points, up 1 point compared with yesterday, 33.46% lower than 1016 points (2012-03-13), and 13.04% higher than 598 points, the lowest point on April 8, 2020. (Note: period refers to 2011-12-01 to now)

 

Business agency DMF analysts believe: in the short term, DMF digestion of early growth, inventory is still tense trend. (the above prices are provided by major DMF manufacturers all over the country and analyzed by business DMF analysts for reference only. Please contact relevant manufacturers for more price details.)

Bacillus thuringiensis

According to the data monitored by the business agency, this week, the domestic industrial grade first-class potassium nitrate was quoted at 4187.50 yuan / ton. The current price was flat on a month on month basis, and the current price was 2.90% lower than last year.

 

Gamma-PGA (gamma polyglutamic acid)

This week, the domestic market of potassium nitrate remained stable. Downstream factories took more goods on demand, with relatively sufficient inventory and insufficient upward momentum. The price of this week has not changed much. According to the statistics of the business agency, the domestic mainstream manufacturers of potassium nitrate quoted 4000-4400 yuan / ton this week (the quotation is for reference only). According to different purchasing conditions, the quotations are different.

 

This week, the upstream supply of potassium chloride is more sufficient, domestic potassium production is normal, the shipment situation is relatively slow, the market new order transaction is less, the trading atmosphere is flat and light, the domestic potassium chloride market fluctuation is not big. Limited support for potassium nitrate.

 

In the near future, the supply of imported potassium goods is relatively sufficient. New sources of goods have arrived in the north and South ports, and the port inventory is at a high level. It is expected that in the short term, the market price of potassium nitrate will mainly fall below.

Chitosan oligosaccharide

From July 27 to 31, 2020, the price of coke market in Shanxi region will keep stable operation at the beginning of the week, and will rise at the end of the week. The price will be 1660 yuan / ton at the beginning of the week and 1660 yuan / ton at the weekend, which is the same as last week.

Benzalkonium chloride

On July 31, the coke commodity index was 87.14, flat with yesterday, 35.47% lower than 135.04 (September 13, 2018), and 151.49% higher than the lowest point of 34.65 on March 3, 2016. (Note: period refers to 2011-09-01 to now).

 

Summary of domestic coke market price (unit: yuan / ton)

 

region

Specifications

July 31 price

Up and down compared with the same period last month

Shanghai area

 
Secondary metallurgical coke

 

one thousand eight hundred and eighty

-130

Quasi first grade metallurgical coke

 

one thousand nine hundred and forty

-130

Xuzhou region

 
Secondary metallurgical coke

 

one thousand eight hundred and fifty

-130

Quasi first grade metallurgical coke

 

one thousand nine hundred and ten

-130

Weifang Area

 
Secondary metallurgical coke

 

one thousand seven hundred and ninety

-150

Quasi first grade metallurgical coke

 

one thousand eight hundred and fifty

-150

Taiyuan Area

 
Secondary metallurgical coke

 

one thousand six hundred and ninety

-150

Quasi first grade metallurgical coke

 

one thousand seven hundred and forty

-150

Jinzhong region

 
Secondary metallurgical coke

 

one thousand six hundred and fifty

-150

Quasi first grade metallurgical coke

 

one thousand seven hundred and ten

-150

Tangshan area

 
Secondary metallurgical coke

 

one thousand seven hundred and eighty

-150

Quasi first grade metallurgical coke

 

one thousand eight hundred and thirty

-150

Shenyang area

 
Secondary metallurgical coke

 

one thousand seven hundred and ten

-150

Quasi first grade metallurgical coke

 

one thousand seven hundred and seventy

-150

This week, the coke market has been running steadily. Coke and steel enterprises have strong game psychology and the trend of coke is not very clear. Since 0:00 on the 28th, the ex factory price of metallurgical coke of coke production enterprises in Weifang, Binzhou, Dezhou, Jining, Zaozhuang, Heze, Rizhao, Tai’an and other places in Shandong Province has increased 50 yuan / ton on the basis of the original price. The increase was not accepted by the downstream steel mills. On the 30th, the high sulfur coke (customized coke) was reduced by 20-50 yuan / ton, the high sulfur coke (s1.5) was reduced by 20 yuan / ton, and the high sulfur coke (s1.8) was reduced by 50 yuan / ton, which was implemented from 0:00 on July 31. Up to now, the price of coke in Shandong is 1800 yuan / ton.

 

ferric sulfate (Poly ferric sulphate)

In terms of demand, the blast furnace start-up rate of downstream steel mills is still high, and the demand for coke is good. However, the coke inventory of steel mills has increased recently, and most of the steel mills’ procurement has slowed down. At present, the existing stocks have been digested.

 

Summary of domestic port coke market price (unit: yuan / ton)

 

Port

varieties

sunshine

July 27th

July 31st

Quasi first class trade

Trade level 2

Quasi first class trade

Trade level 2

one thousand nine hundred and fifty

one thousand eight hundred and fifty

one thousand nine hundred and fifty

one thousand eight hundred and fifty

Tianjin

Quasi first class trade

Trade level

Quasi first class trade

Trade level

one thousand nine hundred and fifty

two thousand and fifty

one thousand nine hundred and fifty

two thousand and fifty

This week, the price of port remained stable. As of the end of the week, there was an increase in port concentration, limited trading volume and low port inventory. As of the end of the week, the trading volume of the port market was slightly poor, and the quotation was temporarily stable. In terms of inventory, there are 240000 tons in Tianjin port this week, about 10000 tons higher than last week, and 945000 tons in Rizhao port this week, up 45000 tons compared with last week.

 

In terms of aftermarket, the business agency believes that in the near future, coking enterprises are more active in shipping, the inventory of downstream steel mills is on the high side in the middle, and most steel mills mainly purchase on demand. At present, coke and steel enterprises are playing games, some manufacturers are mainly waiting and waiting, and the fourth round of price reduction has not been implemented. It is expected that the future market of coke market will be stable temporarily, and there is still possibility of further downward adjustment.

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On July 30, cryolite commodity index was 70.85, flat with yesterday, down 30.00% from 101.21 (2011-10-31), and 6.78% higher than 66.35, the lowest point on September 05, 2016. (Note: the cycle refers to the period from September 1, 2011 to the present). According to the data of the bulk list of business agencies, the price trend of domestic cryolite market is temporarily stable, and the average price of cryolite market in Henan is 5833.33 yuan / ton.

 

Azodicarbonamide (AC foaming Agent)

At present, the market of cryolite is stable, the start-up of enterprise devices is normal, the quotation has no obvious fluctuation, and the overall price trend of the market is stable.

 

On the upstream side, fluorite prices remain high and stable. At present, the average price of fluorite in the domestic market is 2811.11 yuan / ton. The manufacturers operate stably and the supply of goods in the yard is normal. However, the sales situation is general and the order quantity is small. It is expected that the fluorite price will adjust downward in the future. In the sulphuric acid market, the recent price trend in Shandong has maintained stable operation. The manufacturers have a small inventory and tight supply. The downstream demand for it is strong. The supply and demand reflects that the sulfuric acid market may maintain a high level in the next and later stages.

 

Analysts of cryolite products from the business agency believe that: at present, the upstream fluorite and sulfuric acid markets are temporarily stable, and cryolite enterprises are operating normally and have sufficient stocks. It is expected that the short-term cryolite market will continue the stable price trend and pay attention to the market demand.

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This week (7.20-24), the domestic polysilicon market maintained the trend of last week, and the price still rose slightly. According to the monitoring of business agency, polysilicon rose by 0.72% this week. As of the end of the week, the domestic price of primary polysilicon materials was in the range of 40000-45000 yuan / ton, mainly due to the tight market supply, especially in some areas, such as Xinjiang, affected by the epidemic, traffic restrictions leading to poor transportation, and the rising cost of polysilicon in large factories.

 

Bacillus thuringiensis

In late July, some domestic polysilicon manufacturers are still in the maintenance period, so the supply pressure is obviously relieved compared with the beginning of the month, and the supply in some markets is tight. According to statistics, as of July 24, there were 4 polysilicon manufacturers still in the maintenance period. The manufacturers had separate line maintenance or equipment maintenance, and the domestic and domestic supply pressure was not great. In addition, due to the recent epidemic situation in Xinjiang, the external transportation of large polysilicon factories in Xinjiang was blocked, and the cost increased. Overall, the supply of fundamentals is tight. So there has been a sustained rebound in prices. Moreover, the price of imported silicon materials has also increased, further impacting the domestic market. On the whole, the price of polysilicon has generally increased by 2000-4000 yuan / ton this month.

 

Chitosan oligosaccharide

From the perspective of terminal demand, the general rigid demand still exists, which is warmer than that in June. With the gradual decrease of silicon material inventory of upstream and downstream manufacturers and the tightening of market supply, on the contrary, the demand for silicon wafers rises. The operating rate of monocrystalline silicon enterprises maintains full production, and the newly expanded capacity is released on schedule. The demand for monocrystalline silicon continues to rise, and the price demand of polycrystalline silicon also goes up, thus pushing up the price 。 However, from the point of view of terminal cells, whether the price of polycrystalline silicon can continue is also open to discussion. The price of polycrystalline cells has not been significantly increased, and the cost pressure is high. Now the price has approached the cash cost of manufacturers. Some manufacturers of polycrystalline cells have begun to have plans to overhaul and stop production. On the one hand, it comes from China, and more importantly, it is affected by the export caused by the epidemic.

 

In the later stage, the business club believes that the current price of polysilicon rebounded slightly, mainly due to the reduction of supply, and the cycle of polysilicon de stocking has basically come to an end. It is expected that there will still be enterprises in the maintenance period in August, with the impact of the epidemic situation in Xinjiang superimposed. It is expected that the supply pressure will still be tight in August. However, the market can continue to rebound is also more difficult. At present, the demand for polysilicon mainly comes from domestic rigid demand. External demand is still weak, and the overseas epidemic situation is still relatively severe. The export data of photovoltaic modules in June has not been released, and it is expected that there will not be much improvement compared with the data in May. The improvement of external demand still needs time. It is estimated that the polysilicon bottoms and stabilizes at present, and whether it can continue to rise in the future remains to be further observed.

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1、 Price trend

 

Gamma-PGA (gamma polyglutamic acid)

According to commodity data monitoring, isopropanol prices fell this week. At the beginning of the week, the average price of isopropanol in China was 11300 yuan / ton and 10600 yuan / ton at the weekend. The price dropped by 6.19% during the week.

 

2、 Market analysis

 

Domestic isopropanol prices continued to fall this week. In the international market, isopropanol continued to decline in the United States and European markets. The demand for isopropanol in the overseas disinfectant market was lower than before, and overseas orders were reduced to varying degrees. The center of gravity of the domestic market has shifted downward, and there are more inquiries. We are mainly on a wait-and-see manner. We are very cautious in taking goods. Up to now, the negotiation range of isopropanol in Shandong Province is about 9100-10000 yuan / ton, and that of Jiangsu Province is about 9900-10000 yuan / ton. The negotiation range of isopropanol in South China is around 10000 yuan / ton.

 

Benzalkonium chloride

In terms of raw materials, the domestic acetone market continued to explore the bottom, with factory settlement at the end of the month, and the spot resources on the market were slightly strained. The downstream just needed to follow up, and the overall inquiry was sluggish. The port and factory supply is sufficient. At present, Yangzhou Shiyou acetone is 7200 yuan / ton, and other factories are mostly at 7600 yuan / ton. The market negotiation range is about 7100-7700 yuan / ton. In terms of propylene, the market price of propylene in Shandong remained stable. The market turnover is between 6800-7100 yuan / ton, and the mainstream price is about 6850 yuan / ton. Now propylene manufacturers shipping general, inventory pressure is not big. Cost support is weak, isopropanol market price began to tilt downward.

 

3、 Future forecast

 

Isopropanol analysts of chemical branch of business society believe: the market price of raw material acetone continues to be low, and the market price of propylene is generally stable. Overall, isopropanol cost support is weak. On the demand side, the positive effects of foreign trade slowed down, the international market competition became increasingly fierce, and export orders were significantly reduced. It is expected that the price of isopropanol will continue to fall in the short term, and the follow-up attention will be paid to the changes in the news.

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At the beginning of the week, the domestic liquid ammonia market remained stable in most regions, and the prices in some regions fell slightly. The prices in Shandong, the main production area, fell slightly, while Hebei maintained the level last week. According to the monitoring of the business agency, in Shandong area, the drop rate of liquid ammonia is about 50 yuan / ton, and the mainstream market quotation is 2700-2800 yuan / ton.

 

Melamine

At the beginning of last week, the price of liquid ammonia in Shandong Province rose tentatively, and some large factories raised their offer of 50 yuan / ton. However, at the beginning of this week, affected by the rising inventory pressure, the liquid ammonia gradually accumulated in Shandong region, the device was stable, and the supply continued to increase, leading to certain pressure on enterprises. In addition, the liquid ammonia shipment volume decreased, and the downstream rigid procurement was dominated, and the market support was insufficient in the seasonal off-season.

 

In other regions, the price has been stable in recent years, and the large factories have been shipping normally. The Cangzhou unit of a factory still does not sell liquid ammonia. The supply and demand of liquid ammonia in the region are maintained in balance, and most of the prices remain at the level of last week. As of the end of the week, the price is 2700-2900 yuan / ton. In Northeast China, the downstream procurement is not reduced. Due to the maintenance of some large plants, the amount of ammonia in the region is reduced and the price is relatively firm. Therefore, the price difference between Shandong and Hebei is about 200 yuan, and the current price is 2800-3000 yuan / ton.

 

From the perspective of the future market, the business agency believes that the domestic liquid ammonia market did not change much at the beginning of the week, and the trend of various regions showed some differentiation. Generally speaking, the domestic liquid ammonia supply pressure still exists, especially the regional imbalance, which leads to greater supply pressure in some regions. In terms of demand, the peak season of fertilizer demand in the downstream is no longer, and the downstream purchasing power has slowed down compared with the beginning of the month, leading to the supply of liquid ammonia There are still pressure expectations in the later stage. In addition, the export of phosphate fertilizer is affected more obviously, mainly by the overseas epidemic situation, and it is unlikely to recover in the short term. Therefore, the price of liquid ammonia is expected to be weak and stable this week due to the attack of supply and demand.

Sodium Molybdate

1、 Price trend

 

According to the data of business agency, the average price of liquefied natural gas on July 16 was 2463.33 yuan / ton, which was flat compared with the previous day, increased by 0.82% compared with the beginning of the month, decreased by 1.6% on a month on month basis, and decreased by 23.02% compared with the same period last year.

 

2、 Analysis of influencing factors

 

On the 16th, the domestic LNG market remained stable, with small fluctuations in some regions and little change in mainstream liquid prices. Since July 10, the benchmark price of feed gas for conventional liquid plants in Shaanxi, Ningxia and Inner Mongolia directly supplied by CNPC has remained at 1.34 yuan / m3. Most enterprises’ profits have shrunk, and the liquid price has hovered around the cost line. Enterprises have adjusted their quotations in a narrow range according to the inventory and shipment situation, and the wait-and-see psychology has risen. In the off-season, the demand is still poor. In recent years, there is more rain in southern China, which hinders transportation. At the same time, due to frequent safety accidents and increasingly strict environmental protection around the country, the demand for downstream is shrinking. However, the market supply is still abundant, and the new maintenance enterprises are Guoxin Xiangyuan, Qian’an yihuida, Ningxia XINKEYUAN, etc., but the preliminary maintenance enterprises are gradually ended, the supply side is favorable, the support is weakened, the market supply is sufficient, and the price is stagnant.

 

According to the National Bureau of statistics, in June, natural gas production was 15.2 billion cubic meters, an increase of 11.3% year-on-year, 1.4 percentage points lower than that of the previous month, and the average daily output was 510 million cubic meters. In the first half of the year, 94 billion cubic meters of natural gas were produced, with a year-on-year increase of 10.3%, 1.2 percentage points faster than that in the first quarter. Imported natural gas was 8.33 million tons, with a year-on-year increase of 10.8%. In the first half of the year, imported natural gas was 48.36 million tons, with a year-on-year increase of 3.3%, 1.5 percentage points faster than that of the first quarter. Natural gas production has maintained a rapid growth, and import growth has accelerated significantly.

 

As of July 16, the average price of liquefied natural gas in China was 2463.33 yuan / ton, the price in Inner Mongolia was 2430-2500 yuan / ton, the price in Shaanxi was 2460-2500 yuan / ton, the price in Shanxi was around 2500 yuan / ton, and the price in Xinjiang was around 3500 yuan / ton.

 

Chitosan oligosaccharide

Enterprise capacity rose and fell from July 16 to July 15

Inner Mongolia Shitai: 550000 cubic meters / day: 4300 yuan / ton: 4300 yuan / ton

Star Energy: 1 million cubic meters / day 4600 yuan / ton 4600 yuan / ton

Inner Mongolia Sentai: 1.2 million cubic meters / day: 2500 yuan / ton: 2500 yuan / ton

Zhongyuan green energy: 3 million cubic meters / day, 2500 yuan / ton, 2500 yuan / ton

Shengdazizhou: 1 million cubic meters / day 2440 yuan / ton 2460 yuan / ton 20 yuan

Dazhou Huixin: 1 million cubic meters / day: 2850 yuan / ton: 2850 yuan / ton

Ningxia Hongxing 1 million cubic meters / day 2540 yuan / ton 2540 yuan / ton

Qinshui Xinao — 2500 yuan / ton 2500 yuan / ton

The downstream methanol market rose slightly. Due to the strong performance of the maintenance market of some devices in Northwest China, manufacturers’ inventory pressure is not great, and the futures price is higher, the enterprise’s offer is actively following up; on the port side, after the spot price adjustment, the downstream is short of receiving high price goods The demand side is affected by factors such as rainy season and stricter environmental protection, and the traditional downstream start-up is not as expected. Although the profit of MTO is fair, the start-up is still at a low level compared with the same period last year. Some manufacturers still plan to repair in July. Short term adjustment of domestic methanol market will be maintained.

 

At present, the supply pressure of liquid ammonia is increasing, and the operating rate of enterprises is relatively high. Although the favorable agricultural demand in some parts such as northeast China is still continuing, it may continue to weaken in the later stage, and the industrial demand is weak for a long time. It is expected that the liquid ammonia market will remain weak in July, and the price will decline again.

 

Urea, in the middle of July, the market of urea in Shandong Province fluctuated slightly. According to urea analysts of the business club, the current agricultural demand is slightly down, and the single downstream industry is more active in urea procurement. In addition, with the printing mark approaching, it is expected that the short-term urea market will rise slightly.

 

Sodium Molybdate

Dichloromethane: at present, dichloromethane enterprises in Shandong Province have been running smoothly as a whole, and the market operating rate is not high. Some enterprises are still mainly for their own use, and the downstream market demand is still insufficient. Due to the cost pressure, there is little room for enterprises to reduce their prices. The market is in a dilemma of rising and falling due to the game between supply and demand. At present, the price of dichloromethane in Shandong is about 2120-2150 yuan / ton, that of Jiangsu Liwen is about 2800 yuan / ton, and that of Jiangxi Liwen is about 2300 yuan / ton, which is expected to be dominated by horizontal arrangement in the short term.

 

3、 Future forecast

 

LNG analysts from the business club believe that: in the off-season demand, the domestic natural gas market is still oversupply, and the overall situation is weak. At present, there is no good news to boost the market. Considering the production cost, enterprises support the price and wait and see the market. It is expected that the domestic LNG market will continue to stay low in the short term with little change.

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1、 Price trend

 

According to the data from the bulk list of business associations, after half a month’s decline, pure benzene rebounded slightly this week. On July 5, the listed price of pure benzene was 2900-3300 yuan / ton (average price was 3140 yuan / ton); on Sunday (July 12), the listed price of pure benzene was 3050-3300 yuan / ton (average price was 3150 yuan / ton), which was 10 yuan / ton, or 0.32% higher than last week.

 

Chitosan oligosaccharide

2、 Analysis and comment

 

This week, Sinopec’s listed price of pure benzene remained stable, and the price of pure benzene in Shandong rebounded slightly. In the first half of the week, Shandong pure benzene experienced a wave of bottoming rebound. In the second half of the week, due to the continuous impact of higher inventory, the market mentality was slightly poor and the price was stable.

 

On the external side, the external price fluctuated slightly this week. On Thursday (July 9), South Korea imported 414.67 US dollars / ton of pure benzene, down 7.66 US dollars / ton, or 1.81%, compared with July 3; and East China imported 428 US dollars / ton of pure benzene, up 4 US dollars / ton, or 0.94% compared with July 3.

 

The upstream crude oil fluctuates in the range, and the price guidance for pure benzene is small. Brent fell 0.025 U.S. dollars / barrel, or 0.06%, and WTI was stable. Compared with December 31, 2019, Brent decreased by 35.42%, and WTI decreased by 32.93%.

 

On the downstream side, the styrene market has improved slightly. As of July 12, the styrene price in Shandong was 5400 yuan / ton, up 33.33 yuan / ton or 0.62% compared with last week.

 

Aniline inventory pressure eased, the price of Shandong Province rose 100 yuan / ton. On July 10, the price of aniline in Shandong was 4200-4280 yuan / ton, and that in Nanjing was 4100-4300 yuan / ton.

 

Gamma-PGA (gamma polyglutamic acid)

3、 Future forecast

 

At present, it is difficult for the international oil price to rise sharply. It is estimated that the oil distribution price will fluctuate around $40 per barrel in July. In the pure benzene market, the port inventory is still high, and the large-scale equipment overhauled in the early stage has been restarted, so the market supply pressure will continue to increase in the later stage. The load of downstream phenol ketone was reduced due to maintenance, which further reduced the pure benzene.

 

It is expected that the price of pure benzene will be weak next week, mainly finishing.

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