According to the data monitoring of business news agency, the average price of domestic EVA market was 18100.00 yuan / ton on July 1, and 18033.33 yuan / ton on July 21, with a decrease of 0.37% during the period, 8.31% lower than that on June 1. At present, the market demand is weak, the overall trend of EVA market is still weak, and the ex factory price and market quotation have been reduced to varying degrees.

As of July 21, EVA ex factory quotation is as follows:

product manufactor model Ex factory price

EVA yanshan petrochemical 18J3 17800 yuan / ton

EVA Beijing Organic Y2022 17900 yuan / ton

EVA Beijing Organic Y2045 17300 yuan / ton

EVA BASF Yangzi V5110J 18400 yuan / ton

In July, the EVA market did not continue the decline in June, but entered the consolidation stage after the decline. The factory price was mainly stable in the first half of the month, and it didn’t decrease in a narrow range until the 19th. At present, the offer is stable, and the overall market is still weak. At present, there is no new news guidance in the market. The downstream multi-dimensional firm holding needs to be supplemented. The market transaction atmosphere is general, and the overall transaction rhythm is slow, and there is no obvious improvement. Some brands have tight supply, which has some support, but the operators are more cautious and wait-and-see.

EVA production enterprise device dynamic:

product manufactor Capacity (10000 t / a) Device dynamics

EVA yanshan petrochemical twenty Normal production

EVA Beijing Organic four Normal production

EVA Ningbo Formosa Plastics seven point two Normal production

EVA BASF Yangzi twenty Shutdown for maintenance on July 5

In the international crude oil market, on July 21, the international oil price rose sharply. The settlement price of the main contract in the WTI crude oil futures market of the United States was US $70.32/barrel, up 3.12 US dollars or 4.64%. The settlement price of the main contract in the Brent crude oil futures market was US $72.23/barrel, up 2.88 US dollars or 4.20%. Although US commercial crude oil inventories increased for the first time in eight weeks, market risk index preference improved and oil prices rebounded sharply.

Ethylene market, the recent external ethylene market as a whole showed a rising trend. The price of ethylene in Asia rose. As of the 19th, CFR closed at US $1000-1010 / T in Northeast Asia and US $965-975 / T in Southeast Asia. The price of ethylene market in Europe fluctuated and consolidated. As of the 19th, FD in northwest Europe closed at US $1160-1170 / T, CIF in northwest Europe closed at US $1062-1072 / T. The price of ethylene in the United States is stable. As of the 19th, the price is 1152-1169 US dollars / ton. Recently, the external market of ethylene has risen slightly, while the price of ethylene in the United States has increased a lot in the early stage and is relatively stable in the near future. Generally speaking, the external market demand of ethylene is good, the buying atmosphere is active, the transaction is good, and the focus of ethylene market is moving up.

Overall, the current rebound in international crude oil and the rise in ethylene have brought some support to the market. However, the current downstream demand is weak, and there is no obvious improvement for the time being. The demand for photovoltaic is still on the wait-and-see. In terms of supply, the new production capacity has brought a certain impact, and the operators are more cautious. EVA prices are expected to continue weak consolidation in the short term.

Recently, the price of domestic oil products has gradually dropped. The price of domestic 92 ᦇ gasoline is 7900.6 yuan / ton, and that of domestic 0 ᦇ diesel is 6144.6 yuan / ton. The main factor is the poor demand of the consumer side, and the price of upstream crude oil has fallen. Affected by this, the price of domestic oil products has declined.

Recently, the price trend of refined gasoline and diesel oil in Shandong Province has fallen down. At present, it is in the traditional off-season of consumption. Recently, the high temperature and rainy weather continue in many places. The infrastructure projects and logistics transportation in the downstream are generally under construction. The resource consumption of diesel terminal demand has decreased significantly. The sales of main companies are poor. The market shipment situation is poor. The price trend of diesel oil market has declined. There is a lack of favorable support for gasoline, and the car travel rate of the people keeps a stable trend. Under the bad influence of the lower crude oil price, the price of gasoline market is under pressure, the acceptance of the middle and lower reaches is not high, and the price of gasoline market has come down. Recently, the price of crude oil market has declined. In addition to the poor trading situation, the price trend of domestic oil products has declined.

Crude oil: international oil prices plummeted on the 19th, with the settlement price of the main contract in the US WTI crude oil futures market at US $66.35/barrel and the settlement price of the main contract in the Brent crude oil futures market at US $68.62/barrel. Crude oil prices rose slightly on the 20th. WTI and Brent crude oil both recorded the biggest decline in March, mainly because the OPEC + and OPEC + reached an agreement on increasing production, and the expectation of increased supply from oil producing countries was suppressed; As well as the resurgence of the epidemic and the surge of new crown infection cases in many countries, the market’s worry about the prospect of demand is heating up. The decline of crude oil market price has a negative impact on the domestic oil product market, and the domestic cost has a downward trend.

Supply and demand of refined oil: in the second quarter, some maintenance units of atmospheric and vacuum distillation unit were restarted, the refinery operation rate remained high, the supply side was normal, but the demand side declined. In terms of gasoline demand, the high temperature in some areas of China, coupled with the lack of holiday support, people travel less, the market demand for goods preparation and storage is poor, and the gasoline demand is general. In terms of diesel oil, the domestic demand for diesel oil in construction, logistics and transportation industries fell sharply due to rainy weather, and the terminal demand for diesel oil was poor. Bad demand, domestic oil prices fell.

Recently, the average operating load of atmospheric and vacuum distillation units in domestic main refineries is about 77%. In July, the operation of main refineries is stable with little change in supply.

Chen Ling, a refined oil analyst at the business community, said that the recent international crude oil prices had bad influence, and the policy of OPEC + oil producing countries finally fell to the ground. The oil minister of oil industry agreed last Sunday to increase oil supply from August. In addition, under the background of COVID-19′s severe trend, variety and spread speed, the international crude oil shock intensified. In addition, the price of domestic oil products is at a high stage, and downstream users have a certain resistance to high prices, and there may be a downward trend in the later stage.

On July 19, international oil prices plummeted. The settlement price of the main contract in the U.S. WTI crude oil futures market was 66.35 US dollars / barrel, down 5.31 US dollars or 7.4%. The settlement price of the main contract in the Brent crude oil futures market was 68.62 US dollars / barrel, down 4.97 US dollars or 6.8%. WTI and Brent crude oil both recorded the biggest decline in March, mainly because the OPEC + and OPEC + reached an agreement on increasing production, and the expectation of increased supply from oil producing countries was suppressed; As well as the resurgence of the epidemic and the surge of new crown infection cases in many countries, the market’s worry about the prospect of demand is heating up.

After a long negotiation, the policy boots of OPEC + oil producing countries finally came into effect. Oil ministers of oil producing countries agreed on Sunday to increase oil supply from August. As the global economy continues to recover, the oil price has risen to a two-and-a-half year high before. The increase in production policy is aimed at curbing the rising trend of oil price, which has aroused the market’s concern about the oversupply of crude oil. Affected by this, oil prices also fell sharply.

The content of the production increase agreement: from August 2021, the production will be increased by 400000 B / D per month until the active production reduction of 5.8 million B / D is fully restored; The OPEC production reduction agreement, which will be implemented in April 2020, will be extended to December 31, 2022; In addition, the quota of some oil producers will be increased.

The market had been psychologically prepared for OPEC’s increase in production policy, and the increase in production policy did not exceed expectations. But why did the oil price fall so heavily after the implementation of the policy?

The important driver of the drop in oil prices is still the epidemic. In the background of COVID-19′s severe trend, variety and speed of transmission, OPEC has reached an increase in production agreement to further strengthen the driving force for the fall in oil prices. According to relevant news, with the spread of delta variant virus in the world, the number of infected people in the United States increased by 70% last week, and the number of infected people in France increased by 80% in a week. The epidemic situation has worsened again, which may be followed by the re implementation of strict epidemic prevention and blockade measures in many countries and regions, which will directly threaten the economic restart and recovery, And then depress the international crude oil price from the demand side. The spread of delta variant of coronavirus has once again put people’s optimistic expectations of economic recovery into question. It has not only brought about a sharp drop in crude oil and other assets, but also triggered a sharp drop in global stock markets. The yield of us long-term treasury bonds has also dropped to the lowest level in several months.

Returning to the supply and demand fundamentals, we can learn from the recent US commercial crude oil inventory data that US crude oil inventory has declined for eight consecutive weeks. According to the preliminary survey results released on Monday, US crude oil inventory is expected to decline for the ninth consecutive week last week, and gasoline inventory is also expected to decline. The United States is also in the driving season in summer, with strong fuel demand, which also forms a strong support for oil prices.

In the future, the crude oil analysts of business club believe that the OPEC policy will be implemented and the production will continue to advance. In the medium and long term, the oil price will seek a new balance under the game of demand, supply and inventory in the future. In the short term, with the recent release of bad news, the downward space of oil prices may be limited. At present, we still need to focus on the changing trend of the epidemic situation. Affected by this, the short-term oil prices will be more volatile.

According to statistics, the price trend of domestic fluorite was temporarily stable this week. By the end of the week, the average price of domestic fluorite was 2616.67 yuan / ton, which was the same as that at the beginning of the week, with a year-on-year decrease of 6.55%.

This week, the price trend of fluorite was temporarily stable, the trading of fluorite in the field was weak, the mine was affected by environmental protection supervision, the start-up was insufficient, the price of fluorite raw ore was on the high side, the flotation cost of the concentrator was high, and the flotation plant was unwilling to ship at low price. However, the downstream hydrofluoric acid industry was not high, the demand for fluorite was not improved, and the fluorite plant in the North was gradually started, so the supply was relatively normal, The contradiction between supply and demand has intensified, and the price trend of fluorite in the market is temporarily stable. The mainstream trend of fluorite negotiation in the venue is temporarily stable. The price of 97 fluorite wet powder in Inner Mongolia is 2400-2500 yuan / ton, that in Fujian is 2500-2600 yuan / ton, that in Henan is 2500-2600 yuan / ton, and that in Jiangxi is 2500-2600 yuan / ton. The domestic fluorite price has little change recently.

The price trend of fluorite downstream hydrofluoric acid market is temporarily stable. As of the weekend, the domestic hydrofluoric acid market price is 10020 yuan / ton. The price trend of hydrofluoric acid market is stable, which has certain positive support for the upstream fluorite market, and the fluorite price trend is stable. The price trend of downstream refrigerant products is stable, and the operating rate of the refrigerant industry is not high. In recent years, the sales market of the automobile industry is normal, and the refrigerant market trend is temporarily stable. The demand side mainly purchases on demand, and the trend of the refrigerant industry is stable. However, the manufacturer’s shipment is under pressure, the sales pressure is high, and the operation of the refrigerant industry is low, so the market demand for hydrofluoric acid is limited. On the whole, negative factors dominate the refrigerant market, and the price trend of hydrofluoric acid and chloroform is stable, which makes the refrigerant industry under pressure. At present, the load of R22 manufacturers is not high, the inventory is in a reasonable range, the market price trend is stable, but the downstream receiving capacity is limited, there are many wait-and-see emotions, the delivery situation of goods holders is normal, some businesses still have the phenomenon of cost inversion, and the mainstream of on-site negotiations is 16000-17000 yuan / ton. Domestic R134a manufacturers are operating at low load, and the price trend of R134a remains stable. However, the current demand procurement is the main, the downstream enterprises are not high, and the traders are in a strong wait-and-see mood. At present, the market quotation of refrigerant R134a is mostly in the range of 20000-22000 yuan / ton, but the transaction atmosphere is general, the market trend of downstream refrigerant is stable, and the price trend of fluorite is temporarily stable.

Overall, the downstream refrigerant industry is temporarily stable, but the recent hydrofluoric acid market spot is slightly tight. In addition, the fluorite market supply is relatively normal. Business community analyst Chen Ling believes that the fluorite market price may be temporarily stable in the short term.

This week, the market of bisphenol A almost entered the surge mode, from the offer of 21800 yuan / ton at the beginning of the week to more than 25000 yuan / ton at present, with a cumulative increase of 14% this week. The sharp increase was mainly due to the stimulation of on-site factory maintenance and parking news, the high price at the weekend, the market transaction situation is not optimistic, and the supply of goods in the hands of cargo holders is relatively small. I heard that the 120000 T / a bisphenol a unit of Sinopec Mitsui shut down at night due to equipment failure, and it is expected to recover next Tuesday; The BPA plant of Changchun chemical is expected to be shut down in September for about 45 days. Parking news boosted the market. Some of the dealers actively sold early this week, while others were reluctant to sell. However, the supply of goods in hand was limited. However, the enthusiasm of downstream purchasing declined on Friday. Although the market rose sharply, the transaction was not good.

From the perspective of raw material side, the phenol market was stable this week, and the market negotiation was in a stalemate. The negotiation was between 9400-9550 yuan / ton. The overall change in the near future was not big. The port inventory was relatively stable, the pressure on the supply side was not big, and the downstream delivery mood was not good. The carrier expected that it would be more difficult to push up the market, the overall atmosphere was tepid, and it was difficult to make large-scale delivery. On the other hand, the acetone market as a whole is in a weak position. The mainstream negotiation range is 5000-5100 yuan / ton. The market atmosphere is general. Most of the suppliers make offers with them. The current terminal market is not good. The market needs to wait for the downstream market to be further clarified.

The downstream liquid epoxy resin market rose significantly, the mainstream negotiation price of liquid epoxy resin exceeded 30000 yuan / ton, and the solid epoxy resin market was 27000 yuan / ton. The epoxy resin market was supported by a large amount of raw materials and a high price, and the epoxy resin market rose sharply due to cost pressure.

According to the business community, as soon as the news of the shutdown of Sinopec’s Mitsui plant came out under the tight supply today, the price of some closed offers was further pushed up. The current market speculation atmosphere is strong, and the market rose rapidly this week. However, due to the tight supply in the current market and little pressure from the shippers, the business community expects the bisphenol a market to maintain a high level or continue to rise next week.

On the 15th, the domestic polysilicon price fell slightly, and the market quotation fluctuated in a narrow range. Part of the loose list price is still on the high side, but the high turnover is less, and the import source price also slightly declined. At present, most orders of domestic polysilicon manufacturers have been signed in July, and some of them have started new orders in August. Trading volume fell slightly. At present, the operating rate of domestic polysilicon manufacturers has little change, and the shortage of goods has been alleviated compared with the previous period. Up to now, most of the domestic polysilicon manufacturers are operating normally. With the resumption of some of the early maintenance manufacturers, the market supply pressure has eased. At present, one plant in Xinjiang is still in the maintenance period. However, the profit of downstream is still meager, and the purchasing of components tends to slow down. According to the monitoring of the business association, the current mainstream transaction price of polysilicon with grade I solar material in China is 105000-130000 yuan / ton, and the mainstream range of monocrystalline silicon material is about 210000 yuan / ton.

Note: the above price includes tax

O-benzene market strong and stable

According to the data monitoring of business association, the settlement price of o-benzene in July was 6200 yuan / ton, which was stable compared with that in June. As of July 13, Sinopec’s price of o-xylene was 6200.00 yuan / ton, which was stable compared with the price of o-xylene of 6200 yuan / ton at the beginning of the month. However, the upstream and downstream market of the industrial chain rose, and the market of o-benzene recovered.

Raw material prices rebound

According to the data detection of business news agency, the price of mixed xylene fluctuated and rose in July, the price of raw materials in the upstream of o-benzene rose, the market of the upstream industry chain of o-benzene recovered, and the rising power of o-benzene market increased.

Lower market rebounds

According to the data test of business association, the price of phthalic anhydride stopped falling and rebounded in July, and the market of phthalic anhydride recovered and rose. The downstream market of o-benzene rebounded, the demand for o-benzene rose, the demand for o-benzene was strong, and the driving force for o-benzene to rise increased.

Future forecast

Bai Jiaxin, an o-xylene data analyst of business news agency, believes that the prices of mixed xylene and phthalic anhydride in the upstream and downstream of the o-xylene industry chain rose in July, the o-xylene industry chain rose, and the o-xylene market recovered in July. In the future, the rising power of o-benzene increased. However, due to the limited increase of mixed xylene and phthalic anhydride, the rising power of o-benzene is limited, and the rising space of o-benzene is limited. Generally speaking, the market of o-benzene will pick up in the future, and the price of o-benzene will be strong and stable.

Recent price trend of hydrochloric acid

As can be seen from the above figure, the comprehensive price of hydrochloric acid in Shandong Province was temporarily stable this week, with the quoted price of 230.00 yuan / ton, a year-on-year decrease of 34.29%. Overall, the hydrochloric acid market is stable this week, with the hydrochloric acid commodity index at 60.53 on July 9.

The upstream support is general, and the downstream procurement is weak

From the manufacturer’s quotation, this week’s hydrochloric acid Market manufacturer’s quotation is temporarily stable, the overall market is general. The quotation of Dezhou Shihua hydrochloric acid is 450 yuan / ton, which is temporarily stable; At the end of the week, the price of synthetic hydrochloric acid from Wenshui was 230 yuan / ton, which was temporarily stable compared with that at the beginning of the week; The quotation of Jinan Yuanfei hydrochloric acid at the weekend is 300 yuan / ton, which is temporarily stable compared with that at the beginning of the week; At the end of the week, Dezhou Maihua hydrochloric acid quoted 160 yuan / ton, which was temporarily stable compared with the beginning of the week.

From the perspective of the upstream and downstream industry chain of hydrochloric acid, the upstream liquid chlorine market is general, which gives weak support to hydrochloric acid, while the downstream ammonium chloride market price is high, which has a positive impact on hydrochloric acid. The difficulty of hydrochloric acid delivery is still a big problem.

Future forecast

In recent years, the market of liquid chlorine in the upstream is general, the cost support is general, the market of ammonium chloride in the downstream is high, and the purchasing intention in the downstream is not strong. Business community analysts believe that hydrochloric acid in the recent small shocks.

In July, the dimethyl ether market continued to rise at the end of June, and the price continued to rise. However, in this week, the rise was blocked, and the price returned to the downward path. According to the data monitoring of business news agency, the average price of dimethyl ether in Henan market was 3180.00 yuan / ton on June 27 and 3345.00 yuan / ton on July 8, with an increase of 5.19% during the period and 49.33% over the same period last year. As of July 8, the domestic market prices of dimethyl ether are as follows:

region Specifications date offer

Shandong Province Mass fraction of dimethyl ether: ≥ 99.0% July 8th 3580 yuan / ton

Jiangxi Province Mass fraction of dimethyl ether: ≥ 99.0% July 8th 3390 yuan / ton

Henan Province Mass fraction of dimethyl ether: ≥ 99.0% July 8th RMB 3350-3380 / T

In early July, the dimethyl ether market continued the favorable market at the end of June, the price continued to be the main factor, the international crude oil rose, the CP rose sharply in July, the cost of methanol rose, and the transportation was blocked on July 1. All these factors brought obvious support to the dimethyl ether Market, and the main production areas in Henan began to rebound from the end of June. But the good time is not long. After entering this week (7.5), the rebound market was blocked, and the price returned to the downward path. With the positive consumption in the early stage of the market, in recent days, the international crude oil has fallen sharply continuously, the raw material methanol has declined, and the LPG civil market has weakened, which has brought obvious bad news to the market. Henan xinlianxin two sets of devices returned to normal, and the market supply increased. In addition, with the end of early replenishment, the lower reaches resisted high prices, were cautious, mainly on the wait-and-see side, and their enthusiasm for entering the market declined. At present, negative factors are leading the price back to the downward path. The main producing areas of Henan took the lead in the decline, while Shandong and Hebei areas were mostly stable and moderate down.

In terms of cost methanol market, crude oil fell, the linkage of plastics and other commodities increased, and methanol futures fluctuated downward. On the spot side, the situation of upstream enterprises’ shipment is different, Lubei refinery and other downstream enterprises are cautious about receiving the goods, and the traders’ mentality is different. The spot price of methanol in various regions has been stabilized and reduced in a narrow range. In the futures market, methanol futures of Zhengzhou Commodity Exchange fluctuated at a low level on July 7, with the main contract ma2109 closing at 2562 yuan / ton, down 72 yuan / ton or 2.73% compared with the closing of the previous trading day.

As of July 8, most of the dimethyl ether Market has stopped falling and stabilized, but the negative factors still exist, and the civil market of raw methanol and liquefied gas is weak, which brings limited support to dimethyl ether. In addition, the market supply has increased compared with that of last week. In the current off-season of traditional sales, the terminal demand is weak, and most of the downstream companies maintain the replenishment on demand with limited enthusiasm. It is expected that the dimethyl ether market will still fall in the short term, and the price of civil gas should be paid more attention to.

1、 Price trend

According to the monitoring of bulk data of business society, as of July 9, the average price of refrigerant R22 was 16700 yuan / ton, a small drop of 0.6% compared with the beginning of the week, up 1.2% on a month basis, up 3.3% compared with the same period last year.

According to the monitoring of bulk data of business society, as of July 9, the average price of R134a refrigerant was 21333.33 yuan / ton, down 6.98% from the beginning of the week, 6.98% on month, and 23.55% higher than the same period last year.

2、 Market analysis

This week, the market of refrigerant R22 is weak and stable, the price fluctuation of the enterprise is not big, and the price sentiment is strong, but the actual transaction has made more profit, and the quotation of the enterprise has been steadily and quietly decreased. Recently, the raw material methane chloride market is in high consolidation, cost support is good, coupled with the natural hot, after-sales market demand is still acceptable, supporting R22 prices are not easy to go down, but the support is limited. As of July 9, R22 market quotation is mostly in the range of 15500-17100 yuan / ton, Shandong is about 16000-17100 yuan / ton, Zhejiang region is about 15500-16500/ ton, Hunan region is about 15800-16300 yuan / ton, Guangzhou region is about 15500-16000 yuan / ton, and the price change is not much.

This week, the market price of refrigerant R134a fell broadly. In July, the cost side support fell. The market of R134a plunged sharply. The quotation of enterprises dropped by 2000-3500 yuan / ton, and the lowest price has fallen to 20000 yuan / T. the demand side is still weak, the demand is not good in the off-season, the gas is insufficient in the downstream, the carrier can deliver goods with profit and increase the negotiation space, but the overall trading atmosphere is light, The attitude of the workers is negative. Currently, R134a market quotation is mostly in the range of 20000-25000 yuan / ton, Zhejiang region is about 20000-22500 yuan / ton, Hunan region is about 20500-21000/ ton, Jiangsu region is quoted at 20000-25000 yuan / T, and prices in various regions have fallen sharply.

For raw materials, on July 9, the mainstream price of domestic anhydrous hydrofluoric acid manufacturers was 9300-9600 yuan / ton, the factory price trend of the in-house merchants was temporarily stable, the domestic hydrofluoric acid manufacturers’ starting rate was normal, the supply of goods in the site was stable, and affected by the high fluorite price, the trend of the downstream refrigerant market was temporarily stable in the near future, and the on-site procurement was mainly based on demand, and the price in the field in the later period was expected to be stable.

Trichloromethane, July 8, the market of methane chloride in the methane chloride Market in Shandong Province was consolidated. The manufacturer offered about 3840-3890 yuan / ton of mainstream dichloromethane delivery price, 4350-4370 yuan / ton of mainstream trichloromethane delivery price, and a small number of orders were asked for downstream inquiry.

3、 Future forecast

The refrigerant analysts of the business agency believe that the current cost side supports the price of R22 should not fall deeply, but the market is stable and weak, and it is expected that the price will be stable and small in the short term. R134a is not supported on cost side, and the new capacity is entering the market, and the contradiction between on-site supply and demand is intensified, and the price and goods are expected to continue to decline.