According to the data monitored by the business agency, as of October 18, the average quotation price of domestic premium DMF enterprises was 18200.00 yuan / ton, and the DMF price fluctuated upward, up 31.88% compared with the same period last week.

The DMF market is on the upward trend, the price is rising continuously, and the mainstream price range is 18000 yuan / ton. The DMF market continues the small upward trend, the supply side is tight, the procurement atmosphere is active, and the overall market is strong. The mainstream price of upstream methanol is 4480 yuan / ton, which is currently running stably.

DMF analysts of business agency believe that DMF is stable and strong in the short term. (to know more about the latest industry market trends, welcome to pay attention to the official account of the business community, obtain commodity information, and grasp the price of commodities).

It is learned from market participants that ethylene oxide will be adjusted by 200 yuan / ton tomorrow. At present, the latest quotation of ethylene oxide industrial chain: the ex factory price of ethylene oxide in East China, North China and Northeast China is 8900 yuan / ton, that in South China is 9000 yuan / ton, and that in Central China is 9100 yuan / ton. After the increase, the price of mainstream East China will reach 9100 yuan / ton.

In terms of upstream ethylene, the price of ethylene goods is tight, the price is rising, and the cost support is strong. Up to now, the external price of ethylene in Northeast Asia is 1160 US dollars / ton, and that in Southeast Asia is 1075 US dollars / ton, which is the same as that of the previous trading day. The quotation of Jinshan Lianmao ethylene today is 9100 yuan / ton, which is 300 yuan / ton higher than that of the previous trading day. The quotation of Luxi Chemical ethylene today is 9600 yuan / ton, which is the same as that of the previous trading day.

In terms of downstream polycarboxylate superplasticizer monomer, Shanghai Dongda has temporarily closed its offer due to raw materials and mainly guaranteed to receive customers. At present, there is no spot. The ex factory price of Hubei Lingan is also a record high, and the transaction price in the Northeast market ranges from 10700 to 11000. In terms of historical prices, the monomer has been in a high range, and the resistance in the downstream is becoming more and more obvious.

In terms of ethylene oxide, due to the high price of methanol, the cost of MTO unit rises, the manufacturer produces at a discount, and reduces the load and operates under pressure. The 100000 ton unit in Sanjiang is shut down and hardly shipped. The unit load has been low in recent years. The start-up of silbang is still a long way off. Dena Lianhong also maintains low load production and focuses on its own use. The market of ethylene glycol is strong, and the antagonistic effect makes the production of cogeneration unit inclined to ethylene glycol, and the resources of ethylene oxide are tightened, so it is difficult to find one product.

Overall, ethylene oxide itself has a good upward momentum, the market has been rising for a long time, and the high price of ethylene also supports ethylene oxide, but it brings some bad news to the terminal market.

1、 Price trend

According to the monitoring data of business society, the price of baking soda is stable temporarily. At present, the average market price of baking soda is 3143.33 yuan / ton. On October 13, the commodity index of baking soda was 208.63, an increase of 2.21 points over yesterday, a record high in the cycle, and an increase of 136.35% over the lowest point of 88.27 on December 22, 2020. (Note: the period refers to the period from September 1, 2020 to now)

2、 Market analysis

According to the business society, the price of baking soda is strong, and the price continues to rise. First, due to the dual control policy, the price of raw soda increases and the supply decreases. According to the monitoring data of the business society, the average market price of soda is about 3475 yuan / ton. Second, in the downstream, the demand for baking soda in medicine, textile and food has improved recently. Generally speaking, the price of baking soda will continue to consolidate in the short term, depending on the demand of the downstream market.

1、 Price trend

According to the survey data of business agency, the average market price in Shandong is about 1472.5 yuan / ton. Because of the dual control policy, caustic soda manufacturers shut down and supply decreased. Downstream: at present, alumina enterprises are more active in purchasing caustic soda in the near future, and the quotation of caustic soda manufacturers is increased. Business analysts believe that recently, due to environmental protection factors, manufacturers in Shandong have limited production, reduced manufacturers’ supply, and the price of caustic soda is rising, while the recent procurement of downstream alumina is more wait-and-see. However, considering the supply situation, it is expected that caustic soda will continue to operate well, depending on the downstream market demand.

According to the monitoring of business society, the market price trend of domestic phthalic anhydride is rising. As of the 12th, the quotation of phthalic anhydride is 7700 yuan / ton. The spot supply on the site is normal and the sales situation is acceptable.

The price trend of domestic phthalic anhydride market is rising, the delivery situation of phthalic anhydride market is normal, the recent downstream demand changes little, the price trend of upstream orthobenzene is rising, and the plasticizer market is rising. Due to the impact of dual control, the domestic spot supply of phthalic anhydride is tight, and the market price of phthalic anhydride is rising. The operation of domestic phthalic anhydride manufacturers maintained a low level, the operating rate of phthalic anhydride in the field was less than 60%, the domestic spot supply of phthalic anhydride was tight, the market price trend rose, the downstream plasticizer industry improved, and the actual transaction was normal. The market price of phthalic anhydride in East China is rising, and the high-end transactions on the floor are limited. The mainstream of adjacent France source negotiation in East China is 7700-7800 yuan / ton, and the mainstream of naphthalene method source negotiation is 7400-7500 yuan / ton; The mainstream quotation of phthalic anhydride market in North China is 7700-7800 yuan / ton. The wait-and-see mentality of phthalic anhydride still exists in the field. The downstream is mainly purchased on demand. The plasticizer market has improved recently, and the market price trend of phthalic anhydride is expected to rise in the later stage.

Commodity: nitric acid

Spot price (October 11): 3356 yuan / ton.

On the 11th, the spot price of concentrated nitric acid decreased by 5.89% compared with the 8th. Downstream enterprises limited power, blocked nitric acid demand, manufacturers in some regions decreased nitric acid quotation, and enterprises raised nitric acid quotation in some regions due to tight nitric acid supply. Nitric acid analysts of business society predicted that the limited film sounded and the rise of nitric acid was weak.

Trade name: acrylic acid

Latest price (October 9): 18366.67 yuan / ton

On October 9, the price of acrylic acid was mainly stable, and the price of some enterprises decreased, down 0.36% compared with the previous trading day and up 25.80% compared with the price on September 9. At present, the price of raw material propylene is rising, the cost support is strengthened, the overall operating rate of the market after the festival is improved, the spot supply is increased, the downstream is mainly purchased on demand, the inquiry is positive, and the actual transaction is general.

It is expected that in the short term, the acrylic acid market may be dominated by stable consolidation and operation.

According to the monitoring of business agency, on October 8, the mainstream negotiation focus of domestic BDO market was 29700-30300 yuan / ton (bulk water). Before the festival, the supply side support remained, the suppliers actively supported the market, the traders were reluctant to sell, the offer was increased by a narrow margin, and the auction price of Northwest goods source was high, and the market focus was running at a high level. However, with the influence of policies, the downstream industries in some areas have reduced their negative production, the operators’ purchase and marketing mentality has become cautious, and the market trading is deadlocked. After the festival, the maintenance devices were restarted one after another, the support of the supply side was weakened, and the supply and demand sides negotiated the game.

Product Name: silicone DMC

Latest price (September 30): 62366 yuan / ton

Key points of analysis: according to the data monitoring chart of business society, on September 30, the day before the national day, the domestic silicone DMC market as a whole maintained a high and stable operation, and the supply side performance was still tight. On the 30th, the factory quotation of domestic silicone DMC was around 60500-63300 yuan / ton, which was slightly adjusted compared with the previous working day, and the sporadic high-end price was around 64000-65000 yuan / ton.

Future forecast: it is expected that the silicone DMC market will continue to operate with high stability after the festival, and the specific trend needs to pay more attention to the principle and the follow-up of upstream and downstream supply and demand.

1、 Price trend

According to the data of the bulk list of business society, the price of aniline rebounded to the highest level in the month after falling this month, and then fell again. On September 1, the price in Shandong was 10700-10900 yuan / ton; The price of aniline in Nanjing is 11100-11200 yuan / ton; On September 30, the price of aniline in Shandong was 11100-11320 yuan / ton; The price of aniline in Nanjing was 11300-11500 yuan / ton, an increase of 2.76% over the beginning of the month and 110.69% over the same period last year.

2、 Analysis and review

In terms of raw materials, pure benzene rose by more than 10% in the first half of this month; The price fell sharply in the second half of the month. At the end of the month, the price was 7880 yuan / ton, an increase of 3.82% this month, an increase of 133.14% over the same period last year. The difference between the highest and lowest prices in the month was 1100 yuan / ton.

Nitric acid: this month, nitric acid continued its rise in August, and the price rose broadly. The price of nitric acid in East China was 3030 yuan / ton on September 1 and 3460 yuan / ton on September 29, an increase of 14.19% over the beginning of the month and 128.13% over the same period last year.

In the first ten days: the aniline unit was restarted in the early maintenance, and the supply increased; Affected by environmental protection inspection in the downstream, the operating rate decreased, the demand for aniline was not followed up, and the price fell; Mid year: in case of “double control” production restriction in Jiangsu, the unit stopped and the capacity loss was serious; Load reduction operation of units in Shandong. Aniline was in short supply and the price rebounded rapidly. In the last ten days: the dynamics of aniline plant: Jinling, Huatai and Jinmao returned to normal operation; Jiangsu Yangnong restarted on September 24; Nanhua plans to restart after the national day; Jiangsu Fuqiang is still parking. The focus of aniline Market returned to the demand side, and the price fell.

3、 Future forecast

In terms of raw materials, the downstream shutdown devices were restarted one after another, and there were new downstream in Shandong in October. The demand for pure benzene rebounded, which may be a good support for the price.

The shutdown devices in the early stage were restored one after another, and the tight supply of aniline Market was relieved; Stable downstream demand; Pure benzene and nitric acid at the raw material end are at a high level. Overall, aniline is still rising. In the future, we will continue to pay attention to the changes of market supply and demand, the dynamics of aniline plant and the trend of raw materials.