First, the price trend

This week, the domestic DME market fell slightly. At the beginning of the week, the average domestic market price of DME was 5013.75 yuan/ton, and the average weekend price was 4961.25 yuan/ton. The weekly increase was 3.62%, and the price increased by 29.17% compared with the same period of last year.

Second, the market analysis

Products: This week, the DME market fell slightly, and the overall market atmosphere was average. Hebei Yutai dimethyl ether plant was shut down for maintenance on September 13 and has not been opened yet. Henan Lankao Huitong drove to resume the offer on June 16. As of September 21, Henan Lancao Huitong dimethyl ether ex-factory price was 4,530 yuan / ton, Henan Yima Xinyuan dimethyl ether ex-factory price was 4,590 yuan / ton, Hebei Hunchun Chemical Co., Ltd. dimethyl ether ex-factory price was 4,820 yuan / ton The ex-factory price of DME of Shengdeyuan Company of Shandong Dezhou is 4780 yuan/ton, and the ex-factory price of dimethyl ether of Shanxi Orchid Technology Technology Co., Ltd. is 4550 yuan/ton.

Industry chain: This week, the domestic methanol market rose in a narrow range. At the beginning of the week, the average domestic methanol market price was 3227 yuan/ton, and the weekend reported 3255 yuan/ton. During the week, the price rose 0.85%, and the price rose 18.93% compared with the same period of last year. This week, the domestic LPG market price rose first and then fell, slightly adjusted. At the beginning of the week, the average price of domestic LPG market was 4,990 yuan/ton, and the average weekend price was 4,977.75 yuan/ton. The weekly decline was 0.23%, and the price rose 26.04% compared with the same period of last year. The overall price trend of the dimethyl ether market was down, and the pre-holiday replenishment forecast was weakened. Individual companies were significantly short-selled due to unbearable inventory pressure. Lack of raw material price support and drag on the inventory and demand side, the end user’s trading mentality has gradually returned to caution.

Industry: According to the price monitoring of the business community, in the 37th week of 2018 (9.10-9.14), there were 13 kinds of commodities in the energy sector that rose in the energy sector. Among them, one of the products with a price increase of more than 5%, accounting for the sector. The number of commodities monitored was 6.3%; the top 3 commodities were LNG (6.67%), fuel oil (3.73%) and dimethyl ether (3.62%). There were 2 kinds of commodities with a decrease in the chain ratio, and the top 2 products were coke (-2.19%) and petroleum coke (-2.07%). This week’s average price increase was 1.44%.

Third, the market outlook

The dimethyl ether analyst of the business community believes that with the downstream demergers digesting the inventory, the later DME enterprises will face multiple pressures such as inventory and sales. The pre-holiday replenishment expectation is obviously weakened, and the manufacturer’s price is continuously lowered. It is expected that the market outlook is still likely to decline.

First, the price data:

According to the monitoring data of the business community’s big list, the domestic price of bromine is strong at this week. The average price at the beginning of the week is around 30,000 yuan/ton, and the weekend price is 30,312 yuan/ton. It rose slightly by 1.04% during the week, up slightly by 0.13 from the same period of last year. %.

Second, the cause analysis

Products: At present, due to the classification of the second-class precursors and environmental protection security factors, the operating rate of bromine production enterprises has been low for a long time and the inventory of enterprises has been exhausted or retained for long-term customers. The supply in the industry is very difficult. In terms of start-up, for example, Changshao households salted 5,000 tons/year of equipment and produced 2-3 tons per day, Longmao bromine 3,000 tons/year of equipment produced about 5 tons per day, Shandong Haihua 5,000 tons/year of equipment produced about 12-15 tons per day. Shandong Haiwang Chemical’s 200 million tons/year plant started 50%. The bromine production enterprises in Shouguang area have stopped production and will cancel the production qualifications of some enterprises in the future.

Industry chain: This week, the upstream industrial chain of bromine has shown an upward trend. For example, sulfur has risen sharply by 3.72% this week, and the current price is about 1,301 yuan/ton; caustic soda has risen by 0.76% in the week, and the current price is about 1036 yuan/ton; soda ash This week’s increase slightly by 0.79%, the current price is about 1832 yuan / ton; sulfuric acid prices rose by 5.52% during the week, the current offer is about 477 yuan / ton. The downstream market of bromine has gradually improved with the seasonal changes. Due to the difficulty in supplying bromine, enterprises have queued for purchases; the pharmaceutical and intermediate industries have performed well and demand has been stable.

Third, the market outlook

The bromine industry analysts of the business community believe that at present, the supply of bromine is difficult to improve in a short period of time. The downstream major users have recently improved, the market is gradually picking up, the supply of bromine is in short supply, and the price of bromine is expected to stabilize in the future. In the middle.

First, the price trend

According to the price monitoring of the business community, the domestic methanol market has been going all the way up this week. The average domestic methanol market price was 3035 yuan/ton at the beginning of the week, and the weekend was 3133 yuan/ton. The weekly increase was 3.25%, and the price rose 15.13% over the same period of last year.

Second, the market analysis

Product: This week, the domestic methanol market continued its upward trend. Futures Masukura up, the market rallied sharply, coupled with the rise of the mainland, the port methanol market consolidation, it is expected that the performance will be acceptable in the short-term period; attention to port inventory and disk trend. The Mainland as a whole continued to move upwards and the trading atmosphere performed better. Temporary parking in a certain facility in Shandong, limited production in Shanxi, partial maintenance in the main producing areas, and expected, resource supply in some areas is intensified. Under the low inventory of the manufacturers and the need for downstream procurement, the market supply and demand performance is better. It is expected that the domestic methanol market will continue in the short term. strong. According to incomplete statistics, as of September 6, 2018, the total social inventory of methanol in the two major ports of East China and South China was 609,300 tons, with a weekly increase of 50,800 tons.

Industry chain: Formaldehyde: Domestic formaldehyde just needs to be shipped, and the overall atmosphere is normal. The raw material methanol continues to rise, and the cost is supported by the surface. Dimethyl ether: Some enterprises have tried their upside due to the unfavorable cost pressure, and the end-users have exhausted their inventory in the early stage. Under the influence of the company’s push-up stimulus, they have once again concentrated their purchases. The overall price of the domestic DME market has risen widely. Acetic acid: The domestic glacial acetic acid market is rising steadily. Henan enterprise stocks fell to a low level, so the offer was raised. The inventory of North China and East China enterprises are not high. Downstream buying just needed, and the price of acetic acid rose, and some of the contradictions were stronger. At present, the industry pays more attention to the maintenance of the later devices, and the mentality in the field is more cautious.

Others: Domestic methanol freight rates have been limited recently, and individual regions have risen and fallen. Among them, Inner Mongolia Northern Line to Lubei freight reference 210-290 yuan / ton, low end 20 yuan / ton, high-end 20 yuan / ton; South line to Lubei freight 200-250 yuan / ton, down 20-50 yuan / Tons; Shanxi to Lubei 120-150 yuan / ton; Guanzhong to Lubei reference 120-180 yuan / ton; Guanzhong to Shandong Southwest reference 190-200 yuan / ton; Xinjiang to Lubei 740-780 yuan / ton .

Third, the market outlook

Business community view: On the positive side, under the influence of environmental protection, Shanxi and North Jiangsu coke oven gas-making methanol projects are conspicuously limited. At present, Shanxi Linyi and other places have severely reduced production and production; Xuzhou has opened factories in the early stage, and the resources in the region are tight; Zhongyuan Ethylene and Jiangsu Syrbang MTO are running smoothly, raw materials are maintained in normal mining, and support is supported in the region and surrounding markets; some downstream mining increases, and methanol consumption increases; natural gas “guarantee” news, fourth quarter Domestic gas supply reduction is expected to decrease, and it will have a direct impact on the local arrival of goods in the region and East China; some manufacturers in the northwest and Shandong are expected to repair or repair the equipment, and the overall resource supply is tightened; futures Masukura up, late Sharply higher, boosting the spot market. In the negative, under the environmental supervision, Shandong, Hebei downstream plate, BDO and other construction started to maintain low levels, and later stored low expectations, demand for formaldehyde and other resources is mainly on demand; port inventory is still relatively high; the current methanol price is relatively high, There is a certain contradiction in the downstream. The methanol analyst of the business community expects that the domestic methanol market will continue to strengthen in the short term.

On September 5, the rare earth index was 348 points, which was the same as yesterday, which was 65.20% lower than the highest point in the cycle (2011-12-06), which was 28.41% higher than the lowest point of 271 points on September 13, 2015. (Note: Cycle refers to 2011-12-01 to date)

The average price of metal lanthanum in rare earth metals is 407,500 yuan / ton; the average price of metal bismuth is 1.625 million yuan / ton; the average price of metal bismuth is 660,000 yuan / ton. The average price of lanthanum oxide in rare earth oxide is 325,000 yuan / ton; the average price of cerium oxide is 1.145 million yuan / ton; the average price of cerium oxide is 410,000 yuan / ton; the average price of cerium oxide is 316,500 yuan / ton. The average price of niobium alloy in rare earth alloy is 41,250 yuan/ton; the average price of niobium-iron alloy is 1.15 million yuan/ton.

Recently, the index of rare earth mining has been released, totaling 120,000 tons, an increase of 15,000 tons compared with 2017. However, the price trend of some rare earth products in China has temporarily stabilized, and the price of niobium oxide has risen slightly. Most rare earth separation enterprises have stopped production, resulting in supply. Decline, especially some mainstream rare earth oxides, the supply performance is tight, and the recent recent procurement cycle, some commodity prices in the rare earth market are temporarily stable. Recently, the trading volume in the market is very limited. The major manufacturers of products are also cautiously waiting to see each other. The mutual inquiry has become more frequent. The downstream receiving goods are not actively leading to the low price of some rare earth products. The rare earth analysts of the business community are expected to be in the near future. The impact of the US trade war, the export of rare earth to the United States is subject to certain restrictions, but the recent rare earth market is about to enter the procurement cycle, it is expected that the rare earth market will rebound in the later period.

First, the price trend

On September 3, the DMF market rose. According to the data of the business community, the average price of the sample enterprises on September 2 was 5,633.33 yuan / ton. On September 3, the average price of the sample enterprises was 5,816.67 yuan / ton, an increase of 3.25%, and the price rose by 4.99% compared with the same period of last year.

Second, market analysis

Products: On September 3, DMF market rose, Shandong mainstream manufacturers quoted at 5900-6000 yuan / ton, East China mainstream manufacturers at 6200-6300 yuan / ton, Guangdong mainstream manufacturers at 6600 yuan / ton, the factory maintained normal operation, the market Insufficient supply of goods, DMF trading volume is generally, the market talks shift the focus, and the price rises.

Industry chain: DMF market rose, the upstream methanol market price rose, the price closed at 3,035 yuan / ton on the 3rd, giving DMF cost support, the downstream slurry industry operating rate is general, the market trading atmosphere is acceptable, DMF prices rose.

Third, the market outlook

The upstream methanol market continued to rise, and the downstream operating rate was general. Therefore, DMF product analysts of the business community believed that the short-term DMF market was dominated by high consolidation.