Trade name: lithium iron phosphate

Latest price (May 6): 155000.00 yuan / ton

As of May 6, the price of lithium iron phosphate has operated stably. Compared with the same period last week, the fluctuation range is limited, the supply of manufacturers is tight, the supply side is insufficient, the negotiation focus is general, the overall market negotiation atmosphere is OK, the focus of the upstream market is high, the rise slows down, the cost pressure of the lithium iron phosphate market remains, and the overall market is under pressure.

Future forecast: the price of lithium iron phosphate is expected to operate stably in the short term.

Market price trend chart of nitric acid

According to the monitoring of business agency, the average price of nitric acid on May 5 was 2466 yuan / ton, up 0.68% from the previous trading day.

Anhui Jinhe Industrial Co., Ltd., the ex factory quotation of concentrated nitric acid is 2500 yuan / ton, which is the same as the last time, and the goods in the nitric acid market are generally sold. Ningxia Runxia Energy Chemical Co., Ltd. has an annual output of 150000 concentrated acids and 98 concentrated nitric acid. The ex factory quotation is 2550 yuan / ton, which is flat compared with the last time, and the delivery of nitric acid is poor. Shaanxi Xinghua Chemical Co., Ltd. has an annual production capacity of 100000 tons of nitric acid, and the quotation of concentrated nitric acid is 2350 yuan / ton, which is 50 yuan / ton higher than that last time. The delivery of nitric acid is OK, and the current nitric acid production is small. Supported by the cost of liquid ammonia, the price of nitric acid is expected to rise.

According to the data monitoring of business society, the polyacrylamide commodity index on April 28 was 96.97, down 0.44 points from yesterday, down 13.04% from the highest point 111.51 in the cycle (2021-11-03), and up 16.99% from the lowest point 82.89 on August 2, 2020. (Note: the period refers to the period from April 1, 2019 to now)

Commodity market: according to the data monitoring of business society, on April 29, the mainstream quotation of polyacrylamide (CPAM, cation, molecular weight of 12 million, 10-30 ionic degree) in China’s domestic market was about 15828.57 yuan / ton, down 0.72% from Monday (25), up 2.56% year-on-year. At the end of the month, the mainstream market broke the stability and decreased slightly.

Key point analysis: at present, the production of enterprises is normal and the market inventory is sufficient; The downstream demand is general. At the moment of strict control of public health events, the transaction is greatly affected by transportation capacity and cost. The shipment pressure of enterprises is doubled. The demand situation is still severe, the transaction is affected, and the recent market of polyacrylamide is stable and weak.

The market of raw material acrylonitrile stabilized first and then stabilized from the 25th to the 29th. On the 29th (Friday), the market reported about 11560 yuan / ton, down 0.34% from 11600 yuan / ton at the beginning of the week (25th); Domestic acrylonitrile plants such as Haijiang and kruer in Shandong continue to shut down, and the domestic acrylonitrile industry starts around 70%. The downstream demand is weak, and the market offer decreases slightly. It is expected that the price of acrylonitrile will mainly be adjusted by shock in the later stage.

The market of raw acrylic acid remained stable during the week from 25th to 29th, and the mainstream quotation in East China was about 14333.33 yuan / ton. The recent market consolidation trend of raw propylene has a certain support on the cost side. On the supply side, the unit load rate of production enterprises is not high, and the goods need to be prepared just before the downstream Festival. The market atmosphere is mild and orderly, and the logistics capacity in some areas is insufficient; Near the holiday, the downstream demand is mainly stable, the market is on the sidelines, and the price of acrylic acid is stable. It is expected that the acrylic acid market may be stable in the short term. More attention should be paid to the guidance of market news.

Liquefied natural gas is used in the production process. According to the data monitoring of business agency, in the last week of April, the domestic LNG market fluctuated upward, 7036 yuan / ton at the beginning of the week and 7208 yuan / ton at the weekend, with a weekly increase of 2.44%. Near the end of the month, the stock pressure of the liquid plant is not strong, the price reduction and stock arrangement operation is not strong, and the price continues to rise moderately with cost support; Before the festival, the domestic LNG market still showed an upward trend. During the May Day holiday, the logistics is limited, and the domestic liquid price is expected to be mainly adjusted.

Future forecast: affected by the strict control of public health events, the problem of blocked market delivery and transportation will continue in the short term. The cost of raw materials fell slightly, the spot inventory in the market was sufficient, and the demand and transaction slowed down. In order to promote the realization, the market supply price has been reduced. It is expected that the polyacrylamide market will remain stable in the future, supplemented by a slight weakness.

In April 2022, the domestic 1# lead ingot Market fluctuated. The average price of the domestic market was 15495 yuan / ton at the beginning of the month and 15505 yuan / ton at the end of the month, with a monthly increase of 0.06%.

On April 29, the base metal index was 1504 points, up 2 points from yesterday, down 6.93% from the highest point of 1616 points in the cycle (2022-03-09), and up 134.27% from the lowest point of 642 points on November 24, 2015. (Note: the period refers to the period from December 1, 2011 to now).

The K-bar chart of commodity price uses the concept of K-line of price trend to reflect the weekly or monthly price changes in the form of bar chart. Investors can buy and sell investment according to the changes of K-bar chart. Red means: rising; Green means: falling; The height of K column indicates the range of rise and fall.

In April, the domestic lead ingot Market fluctuated, with a downward trend in the first half of the month and a downward trend again after an upward trend in the second half of the month. At the beginning of this month, China is just the Qingming Festival holiday. After the festival, the market opens, and the price of lead ingots rises first and then falls. Basically, the operating rate of primary lead enterprises has increased slightly. In terms of recycled lead, due to the limited transportation, the trans provincial transportation has a certain impact. Boosted by the rising price of primary lead, the price of recycled lead is also rising, the profit of enterprises has increased, and the construction is active. In the later stage, with the traffic obstruction caused by public health events in many places in China, the transportation of recycled lead was limited, which had a certain impact on the inter provincial transportation, so the market entered a short consolidation period. At the end of the month, with the gradual recovery of domestic transportation and the gradual recovery of market trading, the market mentality was boosted, and the price of lead ingot began to rise. However, in terms of downstream demand, with the market entering the off-season in April, the demand for storage batteries began to decline, and there were many enterprises reducing the burden. Downstream storage battery enterprises mainly purchased on demand. Affected by this, the overall domestic market trading was light, the overall transaction was weak, and the price fell near the end of the month.

In the aftermarket, the business society believes that, however, the downstream gradually enters the off-season, and the support for the demand for lead ingots is limited. It is expected that the lead price will still maintain the shock trend, and the off-season price mainly follows the trend of the futures market, and the overall shock is expected.

Price trend

According to the price monitoring of business agency, the price trend of cryolite in Henan this week was stable. On April 29, the average market price in Henan was 7650 yuan / ton, which was flat compared with that at the end of last week, with a month-on-month increase of 1.32%.

quotations analysis

During the week, the cryolite market operated on a wait-and-see basis. The quotation of the main enterprises in Henan Province was stable. Affected by public health events, the logistics and transportation on the site were blocked, and the freight increased. In addition, the cryolite manufacturers had high production cost pressure, low inventory, high enterprise quotation, stable follow-up of downstream demand, strong wait-and-see mentality of operators, and the cryolite market operated smoothly. As of April 29, the ex factory quotation of cryolite in Shandong is 7000-7600 yuan / ton, and the ex factory quotation of cryolite in Henan is 7000-8600 yuan / ton. The price remains unchanged during the week.

The upstream soda ash was sorted upward. As of April 29, the average market price was about 2687.50 yuan / ton. This week, the soda ash price rose slightly, the market situation was stable and small, the trading atmosphere was mild, the downstream mainly purchased on demand, the manufacturers shipped flexibly, and the market transaction price increased.

Downstream, the aluminum market fluctuated and decreased this week. On April 29, the aluminum price was 20826.67 yuan / ton, down 8.41% from the beginning of the month. Affected by the expected impact of the interest rate hike policy in the peripheral market due to public health events, bulk commodities generally moved downward, superimposed with the obstruction of logistics and transportation, the difficulty of enterprise shipment, the reduction of weekly outbound volume, the accumulation of aluminum social inventory and the decline of aluminum market.

Future forecast

Domestic cryolite manufacturers have high production costs, low enterprise inventory, tight market supply, high freight in logistics, high quotation of on-site operators, stable downstream demand and favorable support. The cryolite market operates firmly. It is expected that the cryolite market will continue to be adjusted at a high level, and pay specific attention to the downstream demand.

Key points of analysis: on the 28th, the domestic ethyl acetate Market was weak and stable. The manufacturer’s price operated steadily this week. There were few downward moves, mainly stopping the decline. The weakening price of raw material acetic acid still affects the market mentality. The supply side remains loose, and the operating rate of manufacturers is mainly stable. The shipment is mainly affected by the epidemic in North China and the downstream market, which still needs to be followed up. The mainstream transaction price in the market is in the range of 8200-8500 yuan / ton.

Future forecast: domestic ethyl acetate is weak in the near future. As the market supply pressure increases, we still need to pay attention to the trend of raw acetic acid in the short term, and there may still be downward space in the market in the near future.

Trade name: cryolite

Latest price (April 27): 7650 yuan / ton

Key points of analysis: today’s cryolite market is on the sidelines, and the average production price in Henan is flat compared with the previous working day. At present, the logistics transportation is not smooth, the on-site freight is high, the production cost pressure of cryolite manufacturers is large, the operating rate of enterprises is reduced, the inventory is small, the enterprises reflect the stability and improvement of downstream demand, the wait-and-see mentality of operators is the main, and the quotation of cryolite market is running at a high level.

Future forecast: the short-term cryolite market will remain stable for the time being and pay attention to the market supply.

1、 Price trend

Latest price (April 26): 10680 yuan / ton

Key points of analysis: according to the data monitoring chart of business society, on April 26, the market price of phosphoric acid was 10680 yuan / ton, unchanged from the previous day, with a year-on-year increase of 103.43%. At present, the price of raw yellow phosphorus has decreased slightly. The phosphoric acid market is watching its price trend carefully, and the offers of some enterprises have decreased; Wet acid is supported by the supply side, and the price rises steadily. At present, the price of yellow phosphorus as raw material is about 37000 yuan / ton, and the market price of phosphoric acid is about 10300-12500 yuan / ton.

The phosphoric acid market is expected to be stable in the short term.

Trade name: sulfur

Latest price (April 25): 3603.33 yuan / ton

Key points of analysis: according to the price monitoring of business agency, the average price of sulfur in East China today decreased by 0.37% compared with yesterday. The inventory of domestic refineries is low, and the inventory of manufacturers is not under pressure. However, the recent consolidation and operation of downstream sulfuric acid Market weakens the support for sulfur, and the market of ammonium phosphate is temporarily stable. The fertilizer for spring ploughing is gradually coming to an end, and the downstream is weakened on demand. Individual enterprises adjust their quotation according to their own shipment situation, The price of sulfur in refineries in Shandong was reduced by 40 yuan / ton.

Future forecast: the short-term sulfur market is deadlocked and sorted out, and specific attention is paid to the downstream follow-up.

Zinc prices hit a new high this week

According to the data monitoring of business society, the zinc market rose first and then fell this week. As of April 24, the price of zinc was 28494 yuan / ton, up 1.51% from 28070 yuan / ton on April 17 last weekend. On April 20, the domestic spot zinc price was 28754 yuan / ton. On April 20, the zinc commodity index was 164.25 points, a record high in the cycle (Note: the cycle refers to from September 1, 2011 to now). The zinc market remained strong this week, and the zinc price hit a cycle record high.

Zinc ingot inventory in LME market continued to decline sharply

Time, LME zinc inventory, Increase or decrease, Proportion of change, Register warehouse receipt, cancelled warrants

April 1, 139950., – one thousand nine hundred and seventy-five .,- 1.39., 95125., forty-four thousand eight hundred and twenty-five

April 4, 137675., – 2275., – 1.63., seventy-eight thousand one hundred and twenty-five ., fifty-nine thousand five hundred and fifty

April 5, 134125., – 3550., – 2.58., 64025., seventy thousand and one hundred

April 6, 130425., – 3700, – 2.76., 45850., eighty-four thousand five hundred and seventy-five

April 7, 127675., – 2750., – 2.11., 45850., eighty-one thousand eight hundred and twenty-five

April 8, 125675., – 2000., – 1.57., 45925., seventy-nine thousand seven hundred and fifty

April 11, one hundred and twenty-three thousand six hundred and seventy-five .,- 2000., – 1.59., 45925., seventy-seven thousand seven hundred and fifty

April 12, 120825., – 2850., – 2.3., 45925., seventy-four thousand and nine hundred

April 13, 117850., – 2975., – 2.46., 45925,. seventy-one thousand nine hundred and twenty-five

April 14, 115600., – 2250., – 1.91., 45925,. sixty-nine thousand six hundred and seventy-five

April 19, 113750., – 1850., – 1.6., forty-five thousand nine hundred and twenty-five ., sixty-seven thousand eight hundred and twenty-five

April 20, 108850., – 4900., – 4.31., 45375., sixty-three thousand four hundred and seventy-five

April 21, 106125., – 2725., – two point five ., forty-five thousand two hundred and twenty-five ., sixty thousand and nine hundred

April 22, 103250., – 2875., – 2.71., 33975., sixty-nine thousand two hundred and seventy-five

It can be seen from the zinc ingot inventory data of LME market that since April, the zinc ingot inventory of LME market has continued to decline, the number of registered warehouse receipts has continued to decline, and the number of cancelled warehouse receipts has increased significantly. The supply of zinc in the city decreased, and the driving force for the rise of zinc price increased. The number of cancelled warehouse receipts is much larger than the number of registered warehouse receipts, and the supply of zinc in the future market is expected to decline. It is expected that the future supply of zinc market is expected to decline and the price of zinc is expected to rise.

The energy crisis continues to affect the supply of zinc in the city

The conflict between Russia and Ukraine continues to ferment, the prices of energy such as European natural gas soar, and the cost of zinc smelting rises, which affects the supply of zinc city. The production of zinc smelting manufacturers continues to be reduced, the future supply of zinc city is expected to be reduced, and the rising power of zinc city is increased.

Poor logistics and transportation impact the demand of zinc City

The continuous prevention and control in China, the poor logistics and transportation in various regions have an impact on the normal operation of the industrial chain supply, affecting the production of enterprises in various regions. The output of zinc smelting enterprises has decreased, the shutdown and production reduction of downstream automobile industry and other enterprises have increased, the demand of zinc city has declined seriously, the downward pressure of zinc city is large, and the upward momentum still exists.

Future forecast

Business analysts believe that: the European energy crisis still exists, the production reduction of European zinc smelters is expected, and the supply of zinc market is expected to decline; The domestic zinc industry chain started to decline, the supply and demand of zinc market were both weak, which stimulated the shock rise of zinc price, the fear of heights among downstream customers of zinc was strong, the demand of zinc market fell, and the downward pressure of zinc market remained. Generally speaking, the supply and demand of zinc market in the future are both weak, the zinc market is still bad, and the zinc price is expected to rise slightly.