According to the data of the trade agency’s bulk list, as of August 11, 2022, the domestic market price of diethylene glycol was 5110 yuan / ton. Compared with August 7, 2022 (the reference price of diethylene glycol was 5100 yuan / ton), the price increased by 10 yuan / ton, or 0.20%. Compared with July 1, 2022 (the reference price of diethylene glycol is 5333 yuan / ton), the price decreased by 223 yuan / ton, a decrease of 4.19%.

It can be seen from the data monitoring of the business agency that the domestic diethylene glycol market continued to be weak in consolidation at the beginning of August. At the beginning of this week, the overall market of diethylene glycol was weak, and the transaction was mostly negotiated for profit. Near the weekend of August 11, supported by the strong rebound of international crude oil, the mentality of diethylene glycol industry was boosted, and the prices of some industries were slightly increased, with an increase of around 30-50 yuan / ton. As of August 11, the market price of diethylene glycol is around 4930-5100 yuan / ton, and the high-end price is around 5300-5500 yuan / ton. At present, the trading atmosphere of diethylene glycol in the field is quiet, and the downstream is mainly based on the continuation of just needed procurement.

At present, the overall trend of the diethylene glycol market is still in a stalemate. The diethylene glycol data analyst of the business society believes that in the short term, the diethylene glycol market will mainly operate in a narrow range, and more attention should be paid to the international crude oil trend and inventory changes.

According to the monitoring data of the business agency, as of August 10, 2022, the average ex factory price of domestic industrial grade propylene glycol is referenced at 7700 yuan / ton. Compared with the price on August 5, 2022 (the reference ex factory price of propylene glycol is 7433 yuan / ton), the price is increased by 267 yuan / ton, or 3.59%.

It can be seen from the data monitoring chart of business agency that the domestic propylene glycol market has rebounded recently (8.5-8.9). On August 5, the price of propylene glycol in the market was mixed, and the overall situation is still falling. Boosted by the increase of export orders, the prices of individual suppliers in the propylene glycol market were increased, but some suppliers still made profit from the actual orders. Up to August 9, supported by the continuous low level of propylene glycol inventory in the field and the reduction of the supply pressure of the operators, the propylene glycol market has rebounded. The propylene glycol factory in Shandong increased the ex factory price of propylene glycol by 200-400 yuan / ton, and the ex factory price of propylene glycol was around 7600-7800 yuan / ton, with a daily increase of more than 3%. At present, the trading atmosphere on the floor is fair, and the attitude of the traders is improving.

On the upstream propylene oxide side, at the beginning of August (8.1-8.10), the overall market situation of propylene oxide in Shandong was declining. According to the data monitoring of business agency, the reference price of propylene oxide was 8933.33 yuan / ton on August 10, a decrease of 0.37% compared with that on August 1 (8966.67 yuan / ton).

Future trend analysis

At present, the low inventory level supports the mentality of propylene glycol operators, and the atmosphere in the market has improved. The propylene glycol data analyst of the business society believes that in the short term, the domestic propylene glycol market is mostly stable and strong, and the specific trend needs to pay more attention to the basic changes in supply and demand and the progress of new orders.

On August 9, the price of aluminum fluoride was temporarily stable

According to the data of business agency, on August 9, the market of aluminum fluoride was temporarily stable, and the price of aluminum fluoride was temporarily stable. As of August 9, the average price of domestic aluminum fluoride was 10950 yuan / ton, which was temporarily stable compared with the price of aluminum fluoride on August 8 of the previous trading day.

Key points of analysis

Recently, the price of hydrofluoric acid has been adjusted in a weak way, the price of fluorite has become stable and the cost of aluminum fluoride has become stable; The price of electrolytic aluminum in the lower reaches was adjusted in shock, the price of cryolite was stabilized, and the demand in the lower reaches was stable. The overall downward pressure of aluminum fluoride still exists, and the upward momentum is large.

Future forecast

The cost is weak and stable, the demand is stable, the downward pressure of aluminum fluoride still exists, and the upward momentum is weakened, and the market of aluminum fluoride is stable in the future.

1、 Price trend

It can be seen from the above figure that the market price of isobutyraldehyde in China fell slightly this week. The average price of isobutyraldehyde in the mainstream market in China this week decreased from 7266.67 yuan / ton at the end of last week to 6766.67 yuan / ton at the end of this week, a decrease of 6.88%. On August 7, the isobutyraldehyde commodity index was 33.84, which was the same as yesterday, hitting a new low in the cycle, down 67.95% from the highest point of 105.58 on September 16, 2021. (Note: period refers to September 1, 2021 to now)

2、 Market analysis

This week, the quotations of mainstream manufacturers of isobutyraldehyde fell slightly.

From the perspective of the upstream and downstream industrial chain, in the upstream raw material market of isobutyraldehyde, the market price of propylene dropped slightly this week, from 7318.60 yuan / ton at the end of last week to 7180.60 yuan / ton at the end of this week, a decrease of 1.89%. The market price of upstream raw materials fell slightly, and the cost support was insufficient. Affected by the supply and demand side, it had a negative impact on the price of isobutyraldehyde. From the perspective of the downstream industrial chain, the market price of neopentyl glycol dropped slightly, from 11066.67 yuan / ton at the end of last week to 10433.33 yuan / ton at the end of this week, a decrease of 5.72%. The market price of neopentyl glycol dropped slightly, and the downstream demand weakened, which had a negative impact on isobutyraldehyde.

3、 Future forecast

The market trend of isobutyraldehyde in the middle and first ten days of August may decline slightly. The upstream propylene market fell slightly and the cost support was insufficient. The downstream neopentyl glycol market declined slightly, and the downstream purchasing enthusiasm weakened. The isobutyraldehyde analysts of business club believe that the isobutyraldehyde market may fall slightly due to the impact of supply and demand and raw materials in the short term.

1、 Price trend

According to the data monitored by the business agency, the price of PVC carbide SG5 fell this week. The average price of domestic PVC was 6775.71 yuan / ton last Friday, and 6668.57 yuan / ton this Friday. The price fell by 1.58% in the week.

2、 Market analysis

This week, the domestic spot market of PVC rose first and then fell. On the whole, the price fell mainly. This week, the futures fell continuously, the confidence of the spot market was insufficient, and the market situation gradually weakened. At present, the market demand for PVC is weak, and the sales of the holders are under pressure. The overall purchasing enthusiasm of downstream enterprises is poor. They purchase at a low price and receive orders on demand. Up to now, the quotation range of domestic pvc5 electric stone is mostly around 6600-6780 yuan / ton.

On August 4, international crude oil futures fell continuously to the lowest point since February. The settlement price of the main contract of WTI crude oil futures in the United States was US $88.54/barrel, down US $2.34 or 2.12%; The settlement price of the main contract of Brent crude oil futures was US $94.12/barrel, down US $2.66 or 2.75%. The main reason is that at the macro level, the Bank of England announced an interest rate increase of 50 basis points on Thursday to curb the economic recession that may be triggered by inflation, which continued to be negative for oil prices. This was compounded by the sharp increase in US commercial crude oil inventories last week and the increase in production targets of Oil Producing Countries OPEC.

In terms of calcium carbide, the average price of calcium carbide was 3850 yuan / ton last Friday and 3933.33 yuan / ton this Friday, with a price increase of 2.16% in the week. This week, the factory prices of calcium carbide manufacturers were mostly stable, and the prices of individual enterprises increased. The price of upstream orchid charcoal is low and the cost support is general.

3、 Future forecast

PVC analysts of business club believe that the spot price of PVC rose first and then fell this week. At present, the demand of PVC spot market is poor. In the downstream, it is mostly wait-and-see, mainly taking orders on demand, and the transaction atmosphere is light. In recent days, futures prices have fallen continuously, which has depressed the confidence of the spot market. It is expected that the PVC market will continue to shake up in the short term, and we will pay close attention to the changes in the news.

According to the data monitoring of business news agency, the price of industrial grade and battery grade lithium carbonate continued to fluctuate and rise this week. On August 4, the average price of industrial lithium carbonate in East China was 462600 yuan / ton, up 0.35% from the average price at the beginning of the week (on July 31, the average price of industrial lithium carbonate in East China was 461000 yuan / ton). On August 4, the average price of battery grade lithium carbonate in East China was 480200 yuan / ton, up 0.13% from the average price at the beginning of the week (on July 31, the average price of battery grade lithium carbonate in East China was 479600 yuan / ton).

According to the observation of market changes, the price of lithium carbonate is still in a slightly upward state this week. At present, the maintenance of large manufacturers in the market is still continuing, and the supply is still tight. With the growth of production and sales of downstream new energy vehicles, the demand of material factories has increased. After consuming their own inventory, the purchase intention of lithium carbonate raw materials has strengthened, so the price of lithium carbonate has maintained an upward trend.

The price of lithium hydroxide in the downstream continues to be stable. The supply of lithium hydroxide at the supply end decreases with the alternative maintenance of large factories. With the change of international situation, the growth rate of lithium hydroxide exports weakens, and the overall price of lithium hydroxide stabilizes.

The price of lithium iron phosphate in the downstream increased slightly. Due to the high price of lithium salt and iron phosphate, driven by the strong recovery of the terminal market, the downstream demand for lithium iron phosphate materials and procurement increased significantly, resulting in the price increase.

The lithium carbonate analyst of business club believes that at present, due to the pressure of its own capital chain, downstream enterprises still have poor acceptance of high priced lithium carbonate, so the wait-and-see attitude still exists, and there is no willingness to store a lot of goods for the time being. It is expected that the short-term lithium carbonate price will be stable, medium and strong fluctuations.

1、 Price trend

According to the monitoring data of business club, the average quotation of PS ordinary materials at the beginning of this month was 11416 yuan / ton, and the average price of EPS ordinary materials at the weekend was 11283 yuan / ton, with the price falling by 1.17% and increasing by 2.89% compared with the same period of the year.

2、 Market analysis

The trend of styrene in the upstream of PS is not good. In addition, some petrochemical manufacturers have increased and decreased, and some low-priced offers interfere with it. Merchants are not confident enough, or operate at a small margin. It is expected that the domestic PS (polystyrene) market will weaken slightly in the short term. The mainstream price of GPPS (polyphenylene sulfide) in East China market is 10400-11400 yuan / ton, and the mainstream price of hips (polystyrene) is 10800-12300 yuan / ton.

Quotation reference of mainstream brands excluding tax: Zhenjiang Qimei pg33 is quoted at 10300 yuan / ton, ph88 is quoted at 10530 yuan / ton; Taiwan chemical 5250 reported 11600 yuan / ton, Ningbo Chemical 535n reported 10000 yuan / ton, Shanghai Secco 123p reported 10030 yuan / ton, Thailand Petrochemical 150 reported 11420 yuan / ton, Guangzhou Petrochemical 525 reported 9970 yuan / ton.

3、 Aftermarket forecast

At present, the downstream demand of PS is weak, and it is expected that the domestic PS (polystyrene) market will fluctuate in a narrow range in the short term.

According to the data monitored by the business club, the average price of domestic rubber grade premium white carbon black was 6325.00 yuan / ton as of August 2. In July, the overall market for white carbon black operated smoothly, with little change in price. The price was mainly stable. The cost side of white carbon black was supported to a certain extent, the downstream just needed to purchase, and the willingness to stock goods was not strong. At present, the market supply side was normal, the market transaction atmosphere was general, and the overall market maintained a balance between supply and demand, The price fluctuates little.

In the first ten days of July, the market price of white carbon black has a stable trend. Compared with the same period last week, the price has not changed. The overall market supply and demand is balanced. The downstream just needs to purchase, mainly for contract customers. The logistics is smooth, and the market negotiation atmosphere is flat. The upstream hydrochloric acid: hydrochloric acid operates stably, the upstream liquid chlorine market has fallen slightly in the recent days, the cost support is general, the downstream ammonium chloride and polyaluminum chloride market have fallen slightly, and the downstream purchase intention is weakened.

In mid July, the market price of silica was stable, and there was no change compared with the same period last week. The overall market supply and demand was balanced. The downstream just needed to purchase, mainly for contract customers. The logistics was smooth, and the market negotiation atmosphere was flat. Upstream hydrochloric acid: the recent market of upstream liquid chlorine has declined slightly, with general cost support. The market of downstream ammonium chloride and polyaluminum chloride has declined slightly, and the downstream purchase intention has weakened.

In late July, the market price of silica was stable. Compared with the same period last week, the price had no change. The overall market supply and demand was balanced. The downstream just needed procurement was the main supply, mainly for contract customers. The logistics was smooth, and the market negotiation atmosphere was flat. Upstream hydrochloric acid: the recent market of upstream liquid chlorine has declined slightly, with general cost support. The market of downstream ammonium chloride and polyaluminum chloride has declined slightly, and the downstream purchase intention has weakened..

Chemical commodity index: on August 1, the bulk commodity price index BPI was 1049 points, down 1 point from yesterday, down 21.89% from 1343 points (2021-10-19), the highest point in the cycle, and up 58.94% from 660 points, the lowest point on February 3, 2016. (Note: the period refers to 2011-12-01 to now).

The white carbon black analyst of business agency believes that it is expected that the white carbon black market will operate stably in the short term, which can improve the balance of market supply and demand, and the range of price fluctuation is limited. (if you want to know more about the market dynamics of the industrial chain, you are welcome to pay attention to the official account of the business club, obtain commodity information, and master commodity prices).

Region, price (yuan / ton), rise and fall (yuan / ton)

Jiangxi, 10100-10500, -300

Henan, 10200-16000, -300

Inner Mongolia, 10000-10300, -200

Shandong, 10100-10500, -300

Fujian, 10100-10500, -300

On August 1, the mainstream price of domestic anhydrous hydrofluoric acid manufacturers was 10100-10500 yuan / ton. The ex factory price of on-site merchants declined, the operating rate of domestic hydrofluoric acid manufacturers rose, and the supply of on-site goods was sufficient. Recently, fluorite prices rose slightly, but the downstream refrigerant market remained low, and on-site procurement was not active. On the whole, it is expected that the price trend of on-site hydrofluoric acid will decline in the later period.

1、 Price trend

According to the bulk list data of business news agency, the average market price of domestic caprolactam liquid on July 1 was 13666 yuan / ton, and the average market price of domestic caprolactam liquid on July 29 was 12633 yuan / ton. The domestic caprolactam price fell by 7.58% this month.

2、 Market analysis

Domestic caprolactam prices fell this month. In early July, the market price of caprolactam fluctuated slightly and rose. Most caprolactam manufacturers maintain their devices and operate at low load. The demand side purchases cautiously, with few transactions. From the middle of July, the caprolactam market continued to decline until the end of the month. The price of raw material pure benzene continued to decline, and the cost of caprolactam was insufficient. Downstream demand is weak, purchasing on demand, and the industry has a strong bearish mentality. The overall market is weak. As of July 29, the price of Baling Hengyi caprolactam liquid was 14100 yuan / ton, and the 300000 ton / year device was under normal operation, and it was accepted and picked up by itself. The price of Baling Petrochemical caprolactam liquid is 14100 yuan / ton, and 450000 tons / year. The unit is normally started up, and the acceptance is self picked up. Shandong Hualu Hengsheng caprolactam apron price is 13300 yuan / ton, and the manufacturer’s device capacity is 300000 tons / year. It is accepted and sent to East China. Shandong Luxi Chemical caprolactam liquid price is 12300 yuan / ton, and the manufacturer’s capacity is 300000 tons.

Raw material pure benzene fell broadly this month. Due to the large number of downstream units put into production in the early stage, the scale of pure benzene only increased slightly, the continuous supply of pure benzene was tight, domestic trade shipments decreased, the high-level imports of superimposed outer disks decreased, and the ports maintained a de stocking state in the month. However, due to the continuous broad decline of crude oil and the significant decline of pure benzene in the external market, the support of external news was weak. In addition, the downstream load reduction, shutdown and maintenance increased, the demand follow-up was poor, and pure benzene was under pressure. This month, Sinopec reduced the price of pure benzene by 450 yuan / ton to 9150 yuan / ton (from Hebei and Shandong to 8750 yuan / ton).

The domestic market of downstream PA6 fell this month, and the spot prices of various brands decreased to a certain extent. In July, the operating rate of domestic PA6 polymerization plant changed limited and remained stable at 70%. The supply side of PA6 is abundant, and the profit of polymerization enterprises is poor. During the month, the load of downstream enterprises decreased slightly, and it was heard that there was a backlog in inventory. In mid month, enterprises prepared goods to hold up the spot price, but the lack of support quickly fell back. The purchaser is still cautious in taking goods, and small order purchase just needs to maintain production.

3、 Aftermarket forecast

Caprolactam analysts of business society believe that at present, due to the sluggish demand, caprolactam enterprises have suffered serious losses and the operating rate has declined. Downstream PA6 enterprises have a large inventory, and they just need to purchase raw materials, with a small amount of replenishment. In the short market, the trend of caprolactam is expected to be mainly downward in the short term.