The average price of formaldehyde in Shandong Province on September 7 was 880.00 yuan / ton, while that on September 16 was 1016.67 yuan / ton, an increase of 15.53%. The current price is up 18.22% month on month, and the current price is down 21.39% compared with last year.

Recently, the domestic market price of formaldehyde has risen slightly. As of September 16, the mainstream factory quotation in Central China is about 960 yuan / ton, that of North China is 810 yuan / ton, and that of East China is 1001 yuan / ton. Linyi Yinhe formaldehyde production capacity is 120000 tons / year, and the formaldehyde plant is normal, with a daily output of 200 tons. Recently, the formaldehyde plant in Shandong Province has been in normal operation. The trading atmosphere was fair, and the formaldehyde market went up all the way.

Situation of upstream methanol: the quotation of methanol market in southern Shandong Province increased by 10 yuan / ton to 1830 yuan / ton, and Linyi received local goods of 1790-1800 yuan / ton and delivered to the place without tax, and the offer of logistics goods was not available for the time being. Downstream on demand procurement, enterprise mentality temporarily stable. The transaction price of Shandong methanol in Lubei market has been stable for the time being, and then 1670-1680 yuan / ton will be sent to cash exchange. The transaction mood is general, and the purchase is mainly on demand. The methanol market in the middle of Shandong Province is stable at 1800 yuan / ton, and the price of peripheral goods may be stable at 1670-1690 yuan / ton, and the transaction is general.

The start-up of the downstream wood board plant has not yet recovered, and the demand is slightly general. Procurement is mainly based on rigid demand, and the trading atmosphere is flat. Formaldehyde enterprise shipment volume is general, the actual single negotiation slightly fluctuates.

In recent days, the atmosphere of upstream raw material methanol is relatively strong, the cost support is strong, and the terminal start-up is weak. Generally speaking, the formaldehyde market transaction is general. Therefore, the formaldehyde analysts of the chemical branch of the business society predict that the domestic formaldehyde price will mainly rise slightly in the near future.

According to the data monitored by the business agency, as of September 15, the average price of domestic rubber grade grade grade silica was 4633.33 yuan / ton. The silica market just needs to be purchased, and the price changes little, and the overall operation is stable.

The domestic rubber grade silica market as a whole maintains stable operation, with stable negotiation focus, slow inventory consumption, general trading atmosphere, and no obvious improvement in demand. The downstream just needs to purchase, and merchants are cautious in taking goods. At present, the price of fumed silica is about 22000 yuan / ton. Domestic supply and demand of fumed silica are balanced, and the shipment is slow. Changtai micro nano factory in Shouguang City, Shandong Province is 5100 yuan /Shandong Lihua New Material Co., Ltd. 4600 yuan / ton, Boai Xiangsheng silicon powder Co., Ltd. 4000 yuan / ton.

The upstream hydrochloric acid market has a stable trend, with stable operation as a whole. The downstream demand is stable, the shipment is normal and the inventory is general.

On September 14, the chemical index was 717 points, up 4 points compared with yesterday, 29.43% lower than 1016 points (2012-03-13), and 19.90% higher than 598 points, the lowest point on April 8, 2020. (Note: period refers to 2011-12-01 to now)

Business agency silica analysts believe that: in the short term, the silica market continues to operate stably, and the price changes little. (the above prices are provided by major silica manufacturers all over the country and sorted out and analyzed by business silica analysts for reference only. Please contact relevant manufacturers for more price details.)

The international crude oil price fell, while the domestic asphalt market price moved down. At the same time, the traditional demand peak season of “golden nine silver ten” asphalt market has insufficient support for asphalt price. According to the price monitoring data of the business agency, the asphalt price was reported at 2395 yuan / ton on September 11, down 4.39% from the beginning of the month.

Due to concerns that the impact of the global epidemic will intensify, demand may be restrained, as well as the resonance impact of the sharp fall of technology stocks and energy stocks in the United States. At the beginning of the week, the international crude oil price fell sharply, but remained stable in the later period. WTI crude oil price fell by 6.21% and Brent crude oil price fell by 6.01%.

Recently, the northeast, North China and other regions have more rainfall, the asphalt market demand is general, the market transaction is light, and the asphalt price is falling. The rainfall in East China and Northern South China is obviously reduced, and the terminal road construction projects are gradually recovering, and the asphalt demand is recovering. Affected by the flood peak transit in Southwest China, the terminal demand is poor. At present, most of China’s areas have clear autumn and less rainfall, so road construction projects are suitable for construction. At present, the domestic asphalt market has entered the “golden nine silver ten” traditional demand peak season, and the terminal rigid demand has increased compared with August, but the asphalt price support is still insufficient. In addition, this week’s international crude oil prices fell sharply, pulling down the domestic asphalt price center of gravity. At the same time, the wait-and-see sentiment in the asphalt market has increased, and the downstream stock up is cautious and the demand for goods is reduced. The domestic asphalt price dropped slightly.

This week, the domestic asphalt plant operating rate was 64%, a slight decrease of 3% compared with last week. The operating rate of asphalt plant continued to maintain a high level, and the refinery asphalt supply was sufficient.

Analysts of business agency believe that the demand of international crude oil market is not good, and crude oil price continues to be under pressure, but entering the “golden nine silver ten” asphalt traditional demand peak season, the asphalt price is supported, and it is expected that the asphalt price will rise steadily.

1、 Domestic sodium pyrosulfite price trend chart

According to the monitoring of the business agency, the domestic sodium pyrosulfite price remained stable this week, with an average price of 1700.00 yuan / ton at the beginning of the week and 1700.00 yuan / ton at the weekend, with a rise and fall range of 0.

2、 Market analysis

In August, the prices of upstream raw materials rose sharply. In September, manufacturers raised their factory prices one after another, prompting the overall domestic market price of sodium pyrosulfite to rise sharply in early September. This week, the overall market of sodium pyrosulfite is relatively stable. The market price range of industrial sodium pyrosulfite is 1550-1800 yuan / ton, and most prices are concentrated in 1600-1700 yuan / ton. Enterprise production is relatively stable, just need to support, mainly to complete old customer orders. (the above prices all refer to the external quotation of domestic mainstream enterprises, and some unreported enterprises are not included in the scope temporarily. The prices are for reference only and have nothing to do with the final pricing of manufacturers. Please contact all manufacturers for details.).

In the first ten days of September, the price of domestic soda ash remained stable, the sulfur price increased slightly by 0.42%, the raw material cost continued to be high and firm, and the market price of sodium pyrosulfite would continue to be stronger under the support of cost.

3、 Future forecast

Business agency analysts believe that under the support of costs, it is expected that the domestic sodium pyrosulfite market price will still have a certain recovery space in the short term.

According to the business agency data monitoring: on September 10, the overall price of lithium carbonate was slightly lower, while the price quoted by enterprises was up and down. On September 10, the average price of industrial grade lithium carbonate in East China was 38900 yuan / ton, which was 2.75% lower than that at the beginning of the week (the average price of industrial grade lithium carbonate in East China was 40000 yuan / ton on September 7); the average price of battery grade lithium carbonate in East China on September 10 was 43900 yuan / ton, which was 2.23% lower than that at the beginning of the week (the average price of battery grade lithium carbonate in East China was 44900 yuan / ton on September 7). On the 10th, the mainstream quotation of industrial grade lithium carbonate market was around 35000-40000 yuan / ton, and that of battery grade lithium carbonate was around 40000-45000 yuan / ton.

In recent two days, the quoted prices of a small number of lithium carbonate enterprises have slightly decreased, mainly due to the high price in the early stage, so the price is reduced to attract customer resources, while most other lithium carbonate manufacturers maintain relatively stable prices. At present, lithium carbonate enterprises are starting smoothly, and the overall sentiment in the downstream market is not high. Although there are many inquiries from manufacturers, the transaction price has not fluctuated significantly. In addition, the pressure of terminal cost reduction will continue to be transmitted upstream, and the price rise is still under pressure.

At present, the price of lithium hydroxide in the downstream is still at a low level. Due to the cost pressure of some small and medium-sized manufacturers, the customer resources of large factories are relatively fixed, and the demand has not fluctuated significantly, and the price remains stable. However, the prices of LiFePO4 and ternary materials have not changed, and the downstream battery enterprises have strong bargaining power and seriously depress the price, which makes the price basically unchanged.

According to the price monitoring of business agency, on September 9, 2020, there were 19 kinds of commodities in the chemical industry sector, among which one commodity increased by more than 5%, accounting for 1.1% of the total number of commodities monitored in this plate; the top three commodities were TDI (7.17%), baking soda (4.17%) and acetone (3.45%). There were 7 kinds of commodities that declined on a month on month basis, with lithium carbonate (- 2.00%), potassium sulfate (- 0.93%) and propylene glycol (- 0.82%).

Lithium carbonate analysts of the business club believe that the current large lithium salt plants are close to full production, and the supply may fall short of demand in terms of capacity. However, the downstream material costs are under pressure. When to increase the price still depends on the market situation. It is expected that the price of lithium carbonate may still be in a state of shock adjustment in the short term.

According to the monitoring of the bulk data of the business agency, the market of ethyl acetate in East China has been fluctuating and rising recently. At the beginning of the month, the average price of ethyl acetate in East China was about 5602 yuan / ton. As of September 8, the average price of ethyl acetate in East China was about 5620 yuan / ton, an increase of 0.31%, and an increase of 0.13% compared with the same period of last month.

At present, the domestic ethyl acetate enterprises started smoothly, and the spot supply was sufficient. Some enterprises implemented export orders, which eased the situation of oversupply in the domestic market to a certain extent. In addition, the price of raw material acetic acid has risen slightly recently, and the cost side support is good. At present, East China is about 5600 yuan / ton, North China is about 5500 yuan / ton, and South China is about 5900 yuan / ton.

In terms of raw materials, the acetic acid market was affected by factors such as supply decline and pre holiday preparation. The price of acetic acid continued to rise. There was a strong atmosphere of speculation in the industry, and the operation was strong in the short term. The price of raw material corn is still high, but the transaction rate is low. The parking of some enterprises in Central China leads to the obvious decrease of inventory, which is in the stage of shock consolidation in the short term.

The international market price of ethyl acetate is stable and firm. At present, the port price in European market is about 750-780 euro / ton; in North America, the port price is about 630-680 US dollars / ton.

According to the analysts of ethyl acetate of business club, the demand of domestic downstream market of ethyl acetate is still flat, and under the condition of sufficient spot supply, the enterprise’s inventory pressure is still large, and the back market support of demand side is insufficient. It is expected that the ethyl acetate Market will be in a wait-and-see situation in the short term, and it is necessary to pay attention to the market of raw materials.

1、 Price trend

According to the business club’s big list data, domestic caprolactam prices rose this week. The average ex factory price of caprolactam on August 31 was 9450 yuan / ton, while that on September 4 was 9616 yuan / ton, up 1.76%.

2、 Market analysis

Caprolactam prices rose this week, the operating rate of enterprises was 79%. As of September 4, the price of caprolactam liquid of Shandong Luxi Chemical Co., Ltd. was 9300 yuan / ton, and the factory had a production capacity of 300000 tons. The actual transaction could be discussed. Nanjing Dongfang caprolactam liquid price is 10050 yuan / ton. The 400000 tons / year plant starts normally and the caprolactam unit operates normally. Baling Hengyi caprolactam liquid price is 9900 yuan / T, 450000 tons / year, the plant is in normal operation, accepted and delivered. The price of caprolactam liquid of Baling Petrochemical Company is 9900 yuan / ton, and the 300000 tons / year unit is normally started and accepted.

This week, the price of pure benzene in Shandong continued to rise. This week, due to the completion of maintenance of some downstream units in Shandong Province, the purchase enthusiasm for pure benzene increased, and the price of styrene rose, which led to the continuous pursuit of pure benzene. This week, pure benzene port inventory increased slightly, inventory pressure restricts the price rise. Downstream PA6 chip procurement positive, increased shipment, price rise.

3、 Future forecast

Caprolactam analysts believe that raw material prices rose pure benzene, cost is good. Caprolactam supply decreased and procurement increased. Downstream customers cautious operation, continued to rise limited. It is expected that the market of caprolactam will be stable in the short term.

According to the monitoring of business agency, the price of domestic anhydrous hydrofluoric acid dropped slightly this week. As of the end of the week, the market price of hydrofluoric acid was 8480 yuan / ton, 2.19% lower than that at the beginning of the week, and 18.23% lower than that at the beginning of the week.

Recently, the domestic hydrofluoric acid price has continued to fall. Up to now, the mainstream price of domestic hydrofluoric acid is 7700-8200 yuan / ton. The domestic hydrofluoric acid trading market is weak. The negative factors of hydrofluoric acid price fall include the following aspects:

First, the market price of hydrofluoric acid raw material fluorite remained low. As of the end of the week, the domestic fluorite price was 2655.56 yuan / ton. Recently, the domestic spot supply of fluorite was sufficient, and the on-site shipment was not positive, and the price of fluorite dropped slightly. By the end of the weekend, the mainstream of domestic fluorite negotiation was RMB 2550-2700 / T. the decline of fluorite price was a negative effect on hydrofluoric acid market, and the domestic hydrofluoric acid market price declined.

Second: the domestic market of refrigerants is weak this week. Recently, the sales market of automobile industry is general, but the market of refrigerant downstream of the terminal remains at a low level. The demand for refrigerants has not been significantly improved. The foreign economy has been recovering continuously. However, the export of refrigerant terminals has not changed much. However, the domestic air conditioning industry has started to operate at a low level and the demand for maintenance and after-sales service is weak. On the whole, foreign demand is on the whole There was no significant improvement. At present, the load of refrigerant R22 manufacturers is not high, the inventory is in a reasonable range, and the market price is slightly lower. However, the downstream receiving capacity is limited, and there is a lot of wait-and-see mood. The actual transaction center of gravity is shifted downward. Some traders are looking for positive shipment, and the quotation is slightly lower than the manufacturer’s ex factory price. There is a phenomenon of cost inversion. The mainstream of on-site negotiation is 15500-16000 yuan / ton. The market of R134a in China continues to decline and has fallen to the bottom. The automobile market continues to be depressed with weak demand. The focus of market trading has shifted down and the atmosphere of transaction is light. With sufficient supply of goods in the market and the impact of new production capacity entering the market, the competition is fierce, the supply side gradually forms a negative situation, the price keeps falling, the downstream demand is not improved, and the market price of hydrofluoric acid falls slightly.

Third, the domestic hydrofluoric acid spot supply is sufficient, the hydrofluoric acid on-site devices operate stably, and the hydrofluoric acid market price is lower. So far, the mainstream hydrofluoric acid negotiation in the southern region is 7700-8200 yuan / ton, and the hydrofluoric acid price in the northern market is 7700-8500 yuan / ton. Recently, the domestic hydrofluoric acid market price trend has continued to fall, some manufacturers reflect that hydrofluoric acid exists in the cracks, most manufacturers have losses, and the market is not good.

On the whole, affected by various negative factors, the domestic hydrofluoric acid market price fell down, and the demand of downstream refrigerant industry did not significantly improve, the upstream fluorite price remained low, and the downstream refrigerant product price declined. Chen Ling, an analyst of hydrofluoric acid from the business agency, believes that the market price of hydrofluoric acid may continue to decline.

1、 Price trend

According to the data of business agency, the average price of domestic LNG was 2430 yuan / ton on August 31, down 1.35% from the beginning of the month, 18.27% compared with the same period last year, and the maximum amplitude of this month was 3.88%.

2、 Analysis of influencing factors

In August, the domestic LNG market as a whole went down, rising slightly and falling sharply. The liquid price rose slightly in the first ten days and then continued to fall. In the last ten days, it rose slightly, but only lasted for a few days, and then entered the downward channel, with a decrease of 1.35% in the whole month. In the first ten days of this month, due to the increase of overhaul liquid plants in some regions, the output decreased, the on-site supply became tight, the shipment was smooth, and the contradiction between supply and demand was improved. The price of the gas in the superimposed way increased, driving the market to push up the mood, and the overall trend of liquid price showed an upward trend. However, due to the off-season factors, the downstream demand is insufficient to follow up, and the liquid price drops sharply around the middle of the year. In the last ten days of the year, due to the low price in the early stage and the reduction of supply in some regions, the delivery of liquid plants was relatively smooth, and the demand side was also improved. The liquid plants were boosted by this, and they had a tentative rise, but it was difficult to turn the tide around, and fell again at the end of the month. On the whole, in August, although the domestic LNG was actively looking for the potential and rising, the off-season constraints did not subside, and the liquid price rise space was limited, so the rise was less than the decline, and the market was still weak.

On the supply side, the overall operating rate in August was around 60%. This month, Huineng, Yangling, Zhongjing, Shouyang, Paisi, Mengxin and other large capacity enterprises shut down and stopped selling, which was good for the rising liquid price. At the same time, Guanghui Naomaohu, Sentai, Yida, Inner Mongolia and other enterprises started normal sales, and the operating rate increased slightly near the end of the month. The arrival date of this month was more intensive, which was reduced than before, but the market supply The demand is still abundant.

On the demand side, there was little change in the demand side in August, which was still in the off-season consumption. The demand for gas stations was stable. In addition, the rainy weather in some areas made the demand for vehicles not high. Near the end of the month, the downstream demand was slightly improved, and the sales volume of gas stations increased, which provided support for the rise of liquid price. However, the industrial gas consumption was not obvious. As the pipeline gas price was significantly lower than the LNG price, part of the demand was dispersed The downstream demand is stable with signs of recovery, but the pattern of supply exceeding demand is still in place.

According to the NDRC, the apparent consumption of natural gas in July was 24.63 billion cubic meters, an increase of 0.6% year-on-year. Natural gas production was 14.3 billion cubic meters, up 3.2% year on year. According to customs statistics, in July, the import volume of natural gas was 10.14 billion cubic meters, down 6.4% year on year. From January to July, the apparent consumption of natural gas was 180.24 billion cubic meters, a year-on-year increase of 3.3%. Natural gas production was 109.25 billion cubic meters, up 9% year on year. According to customs statistics, from January to July, the import volume of natural gas was 76.88 billion cubic meters, a year-on-year increase of 2%.

According to the data monitoring of business agency, as of September 2, the average price of domestic liquefied natural gas was 2430 yuan / ton, the price in Inner Mongolia was mostly in the range of 2350-2400 yuan / ton, that in Shaanxi was 2490 yuan / ton, that in Shanxi was 2600 yuan / ton, that in Xinjiang was 2300 yuan / ton, and that in Ningxia was 2370 yuan / ton.

Enterprise capacity rose and fell from August 31 to August 1

Inner Mongolia Shitai 550000 m3 / D 2400 yuan / T 2430 yuan / T – 30 yuan

Star energy 1 million cubic meters / day 2470 yuan / ton 2460 yuan / ton – 10

Inner Mongolia Sentai: 1.2 million cubic meters / day: 2420 yuan / ton: 2520 yuan / ton – 100 yuan

Zhongyuan green energy: 3 million cubic meters / day, 2420 yuan / ton, 2500 yuan / ton – 80 yuan

Shengdazi Prefecture: 1 million cubic meters / day 2470 yuan / ton 2450 yuan / ton 20 yuan

Dazhou Huixin: 1 million cubic meters / day: 2950 yuan / ton: 2750 yuan / ton: 200 yuan

Ningxia Hongxing 1 million cubic meters / day 2360 yuan / ton 2500 yuan / ton – 140 yuan

Qinshui Xinao — 2600 yuan / ton 2400 yuan / ton 200 yuan

Xinjiang Qinghua: 300000 cubic meters / day: 3000 yuan / ton: 3000 yuan / ton

Naomao Lake in Xinjiang (east of Lanzhou) 1.5 million m3 / day 1600 yuan / ton 2150 yuan / ton – 550 yuan

At the end of the month, most of the downstream liquid ammonia Market stabilized, and the current round of rising market basically ended. However, it is expected that the ammonia volume will remain moderate in the short term. Therefore, it is expected that the domestic liquid ammonia market will consolidate at a high level in the near future, and the trend of various regions may appear certain differentiation. The market is mainly affected by large plants. With the recovery of plants in Shandong, the ammonia quantity will gradually accumulate, and the price may suffer upward To a certain extent, it is expected that the price of liquid ammonia will maintain range fluctuation.

Urea, the market fluctuated slightly, fell to. The upstream liquid ammonia has risen slightly in recent years, and the cost support is general. However, the demand for downstream agriculture is light, the starting load of compound fertilizer and plate enterprises is not high, the market trading atmosphere is weakened, and the middlemen are cautious in receiving goods.

At present, the market of dichloromethane in Shandong Province is at a high level and firm. The overall operation of enterprises has reached a high level, and the market supply is expected to continue to increase. As the price rises to a high level and the downstream market demand is flat, there is a strong wait-and-see atmosphere in the industry, and some of the receivers have a certain bearish mentality. It is expected to maintain stable operation in a short period of time, and it is necessary to pay attention to the inventory situation of enterprises.

3、 Future forecast

LNG analysts from the business agency believe that the domestic LNG market as a whole went down in August, rising slightly and falling sharply. Although maintenance is good to boost, but the overall market supply is abundant, demand follow-up is general. In September, the downstream demand is expected to turn better. In addition, the continuous rising of intake gas will boost the atmosphere of domestic LNG market. In the short term, the price will still fluctuate in a narrow range, and the future market will be better.

In August 2020, the market price of ethanol was mainly lower. According to the monitoring of business agency, the market price of ethanol was 6212 yuan / ton at the beginning of the month, and 6100 yuan / ton at the end of the month, with a decrease of 1.81% during the month and an increase of 13.38% over the same period of last year.

In August, the domestic ethanol market was mainly downward. Corn raw materials, prices significantly lower. In terms of supply and demand, the ethanol supply increased significantly, the demand was relatively stable, and the transaction was weak.

In terms of logistics, the logistics price was stable this month, with the price of 270-280 yuan / ton delivered from Heilongjiang to Dezhou, Shandong, 230-240 yuan / ton from Henan to Hubei, and 250 yuan / ton from Henan to Anhui. There is little change in shipping price.

In terms of raw materials, corn: in August, the auction of state-owned reserve was still in normal operation. With the support of downstream demand, the auction of national reserve corn was hot at the beginning of the month. With the modification of the auction rules, the premium situation of corn auction was eased, and the average transaction price of national reserve corn auction at the beginning of the month was slightly lower than that at the end of July. The policy premium situation has eased, and the wait-and-see attitude of trade entities has increased slightly. Deep processing enterprises in Shandong and other places have slightly reduced the purchase price of corn this week, driving the overall price rise of domestic corn market to stabilize.

Ethyl acetate: in August, the domestic ethyl acetate Market was in a fluctuating downward trend, and the market showed a slight upward trend at the beginning of the month. After the middle of the month, the domestic ethyl acetate industry started to operate at a high level, and the market supply was sufficient, while the raw material acetic acid was gradually weak, which aggravated the unfavorable situation of ethyl acetate Market, and the competition among production enterprises intensified, which promoted the market transaction to fall to the end of the month.

According to the price monitoring of the business agency, in August 2020, there were 42 kinds of commodities in the chemical industry sector, among which 16 kinds of commodities increased by more than 5%, accounting for 17.8% of the total number of commodities monitored in this plate; the top three commodities that increased were polysilicon (53.96%), TDI (30.15%) and DMF (28.48%). A total of 34 kinds of commodities decreased on a month on month basis, with 8 kinds of commodities falling by more than 5%, accounting for 8.9% of the total number of commodities monitored in this sector; the top three products of decline were hydrochloric acid (- 16.08%), isopropanol (- 15.12%) and acetic acid (- 10.13%). This month, the average rise and fall was 2.51%.

Business agency ethanol analysts predict that the short-term domestic ethanol market price consolidation.