1、 Price trend

According to the monitoring data of business agency, the domestic soda ash market is weak. The average market price is 1600 yuan / ton, down 1.64% compared with the same period last year. On November 26, the commodity index of light soda ash was 82.05, which was the same as yesterday, decreased by 30.38% from the highest point of 117.86 point (2017-11-21), and increased by 29.93% from the lowest point of 63.15 on November 18, 2015. (Note: period refers to 2011-09-01 to now)

2、 Market analysis

According to the business agency, the atmosphere of domestic soda ash market is light, and downstream manufacturers are cautious and wait-and-see attitude. The price of light soda ash in the mainstream market is about 1650-1750 yuan / ton. The market atmosphere is general, and the overall downstream manufacturers are cautious. It is expected that the price of soda ash will be weak and stable in the short term. The soda ash market in South China is weak. The mainstream market price of light soda ash is about 1700-1800 yuan / ton. The market atmosphere is general. The overall downstream manufacturers are cautious. It is expected that the price of soda ash will be weak in the short term.

Raw materials: domestic crude salt trading atmosphere is good this week, and prices in some regions are stable and rising. The operation of sea salt is stable, the well and mineral salt areas perform well, and the price rises. The performance of lake salt is not good, the downstream purchasing intention is not good, and the market performance is weak.

Demand: in recent years, the overall trend of glass spot market is stable, and there is a small regional differentiation in transactions. Mainly affected by the temperature, outdoor construction in some northern areas slowed down. The southern region is now in the peak sales season, and the terminal demand remains at a good level. In some regions, the transaction price has also been slightly adjusted. Generally speaking, with the change of market demand, the purchase intention of traders and processing enterprises has been adjusted.

Demand: ammonium chloride demand off-season, coupled with high inventory, it is expected that the market of ammonium chloride will continue to be weak and stable in the short term, and the price will continue to decline.

According to the price monitoring of the business agency, in the 46th week (11.16-11.20) of 2020, there are 3 kinds of commodities rising and 0 kinds of falling commodities, and 2 kinds of commodities are up and down. The main commodities that rose were calcium carbide (4.12%), PVC (3.58%) and hydrochloric acid (3.28%); this week, they all rose or fell by 2.2%.

Business agency analysts believe that: soda ash market performance is weak, downstream manufacturers purchase on demand, traders hold a wait-and-see attitude, market prices follow the market. According to the comprehensive forecast, the weak operation of domestic soda ash market in the short term is given priority to.

According to the statistics of the business agency, as of November 25, the price of nylon filament DTY in Jiangsu was 16000 yuan / ton, which was 100 yuan / ton higher than that of last week, or 0.63% or 6.43% lower than that of last week; the price of nylon POY was 13500 yuan / ton, up 140 yuan / ton, up 1.05%, down 8.66%; the price of nylon FDY was 16750 yuan / ton, down 10.67% year-on-year.

Recently, the price of crude oil has risen sharply, which is beneficial to the products of chemical industry chain. As of November 25, WTI crude oil price settlement price was 45.71 USD / barrel, 8.81% higher than November 18 price. On November 22, the listed price of pure benzene was 4150-4550 yuan / ton, 4.88% higher than last week. There is support for caprolactam at the raw material end. Recently, the settlement price of Sinopec high-end caprolactam in November was 10650 yuan / ton, which was 850 yuan / ton higher than that in October. At present, the inventory of caprolactam is low, and although the operating rate of downstream PA6 is high, the current price of PA6 is rising and falling, which affects market confidence and hinders the enthusiasm of downstream factories to replenish goods. On the other hand, caprolactam has more than 80% of the operating load. With the increase of supply, it may limit the future market growth.

Although the price of raw materials has been increased, and the enterprise informed the downstream cost rise news, in order to stimulate its purchase, but most nylon manufacturers did not actually adjust the price. Nylon orders support general, coupled with raw material prices skyrocketing, procurement is more cautious, filament prices. With the increasing pressure of raw material supply, caprolactam and PA6 both rose and fell back, which deepened the wait-and-see sentiment of the market again, and the price of industrial chain products fell back.

Business agency analysts believe that crude oil rose sharply, nylon related chemical products rose accordingly. The supply of raw materials is expected to increase, and the quotation has shown signs of callback, so the enthusiasm of the factory to replenish the warehouse is general. Nylon manufacturers are expected to continue to hold prices in the short term, with the possibility of rising raw materials.

According to the data monitored by the business agency, the average ex factory price of domestic light potassium carbonate was 6150.00 yuan / ton in November. The current price was flat on a month on month basis, and the current price was 4.28% lower than last year.

In November, the domestic potassium carbonate market remained stable and the overall price fluctuation was small. At the same time, the demand side is weak, the inventory is fair, and downstream factories take more goods on demand, which suppresses the price rise, and the price adjustment is not large. According to the statistics of the business agency: this week, the mainstream factory quotation range of industrial grade potassium carbonate in China is about 5900-6400 yuan / ton (the quotation is for reference only), and the quotation is different according to the purchase situation.

On November 25, the potassium chloride equipment of Qinghai Salt Lake Potash Fertilizer Co., Ltd. operated normally. The ex factory quotation is 1950 yuan / ton, which is stable temporarily. The actual transaction price is mainly negotiated. Downstream purchasing enthusiasm is general, potassium chloride supply is normal, future market is expected to be low consolidation of potassium chloride market. The market of potassium chloride is mainly stable, and the support for potassium carbonate is general.

Potassium carbonate analysts of the business club believe that the price of domestic potassium chloride market is stable in the near future, and the production volume is not large. Some small factories have stopped production, but there is a certain amount of reserve for raw materials in the downstream. It is expected that the price of potassium carbonate will rise slightly in the short term, and the long-term market still needs to wait and see. (the above prices are provided by major potassium nitrate manufacturers all over the country and analyzed by potassium carbonate analysts of business club for reference only. Please contact relevant manufacturers for more price details.).

Price trend

According to the business club’s big list data, the domestic caprolactam price has risen in the near future, and some brands have been back to high level. As of November 24, the average price quoted by caprolactam sample enterprises of the business community was 10400 yuan / ton, an increase of 6.12% compared with the average price at the beginning of the month.

quotations analysis

On the upstream side, benzene continued to follow the trend of styrene last week, with a wide rise and then a small decline, and the overall price rose. According to the big list data of business associations, the listed price of pure benzene was 3950-4050 yuan / ton on November 15, and 4150-4550 yuan / ton on November 22, up 4.88% from last week. At present, the main factor affecting the trend of pure benzene is styrene. Recently, the total inventory of styrene in East China has dropped sharply, which has led to short covering, and the price of pure benzene has risen with styrene. However, with the shutdown of some styrene downstream units, bulls actively took profits and the focus of negotiation fell. In addition, styrene futures fell one after another, and pure benzene fell with it. In the short term, styrene will continue to affect the pure benzene market, but with the arrival of the traditional off-season, the downstream demand will be weakened. It is expected that pure benzene will follow the shock finishing of styrene in the near future.

The price of pure benzene in the upstream is high, which supports the cost of caprolactam, and the price of caprolactam has increased recently. Far upstream international crude oil also rose, benefiting the products of the chemical industry chain. At present, caprolactam inventory continues to be low. Although the operating rate of downstream PA6 is relatively high, the current price of PA6 has dropped, which affects market confidence and hinders the enthusiasm of downstream factories to replenish goods. In addition, the current caprolactam operating rate is high, with more than 80% of the operating load, which may limit the future market growth.

Future forecast

Caprolactam analysts believe that the current upstream pure benzene price is high, the caprolactam cost side support is acceptable. In terms of supply, the inventory is low and the supply is in short supply. In the later stage, some enterprises have maintenance plans, and the shortage pattern may continue. Multiple positive push up the spot price of caprolactam, but the upstream and downstream trend of weakening, it is expected that the caprolactam market will gradually stabilize in the near future.

Price trend

According to the data monitoring of the business agency, the price of o-benzene rose for three consecutive times this week. Under the stimulation of cost pressure and favorable downstream, the market of o-benzene rose sharply. At the end of last month, the price of o-xylene rose by 13.64% compared with the end of last month.

Upstream market of o-benzene

It can be seen from the price trend chart of mixed xylene that the price of mixed xylene rose by 2.65% this week, and the cost of o-benzene rose and the driving force of o-xylene to rise was increased.

Trend of downstream products

It can be seen from the phthalic anhydride price trend chart that the phthalic anhydride price continued to rise sharply this week, with a weekly increase of 7.54%. The phthalic anhydride market rose sharply, which was good for the o-benzene market, and the downstream demand for o-phthalic anhydride rose, and the driving force for the price rise of o-phthalic anhydride increased.

Future forecast

According to Bai Jiaxin, an o-xylene data analyst at the business club, the price of mixed xylene, raw materials and raw materials of o-xylene, rose, the cost of o-benzene rose, the price of phthalic anhydride soared this week, the downstream market of o-benzene rose, the demand for o-benzene increased, the positive effect of o-benzene increased, and the driving force of o-benzene’s rise increased. On the whole, this week, the driving force for the rise of o-benzene has increased, and the price of o-benzene has risen for three consecutive times. It is expected that the price of o-benzene will rise in the future.

1、 Price trend

As of November 20, the average price of refrigerant R22 was 14166.67 yuan / ton, up 2.41% from the beginning of the week, down 2.3% month on month and 12.01% compared with the same period last year.

According to the monitoring of the bulk data of the business agency, as of November 20, the average price of refrigerant R134a was 15166.67 yuan / ton, which was flat compared with the beginning of the week, 1.09% lower than the beginning of the month, 2.15% month on month, and 34.06% lower than the same period last year.

2、 Market analysis

R22, this week R22 market temporarily stable operation, some enterprises rose slightly. The market price of raw material hydrofluoric acid rose slightly, chloroform was high and firm, and the cost support was fair. In addition, near the end of the year, the quota was not large, some of the quotations were suspended, and the favorable factors helped R22 to rise. Some enterprises raised 1000-15000 yuan / T, but the demand side was still weak, which was difficult to boost the market, and the market was slightly stagnant. At present, the prices of mainstream manufacturers in R22 market of refrigerants were 13000-16000 yuan / ton Right.

R134a, refrigerant R134a market temporarily stable operation this week. The market price of the raw material hydrofluoric acid has slightly increased, and the supporting force of the cost side is acceptable, but the terminal has not improved greatly. The automobile industry has entered the stock cycle, and the peak season is cold. At the same time, the on-site supply is abundant, and the manufacturers are under pressure to ship. Some enterprises have the phenomenon of hanging upside down, and the market is weak. At present, the prices of mainstream manufacturers in R134a market are about 15000-16000 yuan / T.

Upstream hydrofluoric acid: on November 20, the mainstream price of domestic anhydrous hydrofluoric acid manufacturers was 7700-8300 yuan / ton. The ex factory price of domestic manufacturers remained stable. The domestic hydrofluoric acid manufacturers had a general operating rate, and the supply of goods on site was normal. Affected by the stable price of fluorite, however, the demand of the downstream refrigerant industry was not good, and the on-site procurement was mainly on demand. It is expected that the on-site price would remain low in the future.

As of November 19, the average price of chloroform in Shandong was about 2450 yuan / ton, up 22.5% compared with the beginning of the month and 32.43% higher than the same period of last month. At present, the domestic chloroform market has a large regional adjustment range. In addition to Shandong, the performance of other chloroform markets is relatively stable. The price of chloroform in Shandong is greatly affected by the price of raw materials, while the downstream market is mainly wait-and-see. It is expected that the price of chloroform will be stable in a short time. Pay attention to the price changes of liquid chlorine of raw materials.

3、 Future forecast

According to the refrigerant analysts of the business agency, the current cost support is OK, but the demand continues to be weak, the refrigerant market is not clear, and the enthusiasm for taking goods in trade is not high. R22 is supported by the quota, and the price is expected to be stable in the short term, and R134a will continue to operate weakly.

According to the monitoring of the bulk data of the business agency, affected by the high price of liquid chlorine for raw materials, the dichloromethane market in Shandong has been running steadily. As of November 19, the average price in Shandong was about 3170 yuan / ton, up 5.67% compared with the same period last week and 3.93% higher than that of the same period last month.

Production capacity and operation of the enterprise

Shandong Jinling: 440000 tons / year: 30%

Dongying Jinmao 120000 tons / year parking

Luxi Chemical Industry: 400000 tons / year: 50%

Dongyue, Shandong Province

Jiangxi Liwen: 120000 tons / year: 50%

Jiangsu Liwen: 160000 tons / year

Jiangsu Meilan 200000 tons / year 70%

Quhua, Zhejiang: 300000 yuan / year: 70%

Zhejiang Juhua 300000 tons / year 70%

Affected by the high price of raw material liquid chlorine, the cost of dichloromethane production enterprises is high. In addition, the lower rigid demand is flat, the enterprise starts to decline, the market supply is reduced, and a small number of downstream replenishment warehouses are needed. The market has a strong wait-and-see atmosphere. At present, the price of dichloromethane in Shandong is about 3070-3170 yuan / ton, that of Jiangsu Liwen is about 3700 yuan / ton, and that of Jiangxi Liwen is about 3050 yuan / ton.

In terms of raw materials, the methanol market is strong and upward. Due to the influence of weather in some areas, the plant is shut down for maintenance, and the inventory of production enterprises is not high, and the attitude of the industry is mostly optimistic. At present, the profits of traders are fair, and the methanol analysts of the business community predict that the domestic methanol market will be mainly volatile in the short term; the liquid chlorine market is high and firm, and the downstream market obviously resists the high price of liquid chlorine, but the market price is still stable. At present, the mainstream quotation in the industry is about 1700-1800 yuan / ton.

In terms of the downstream market, the cost support of the refrigerant market is fair, the supply of goods is sufficient, the demand continues to be soft, and the overall transaction atmosphere is general. It is expected that the refrigerant market will be stable and soft in the short term; the pharmaceutical and agricultural solvent industry has started smoothly, with insufficient support for dichloromethane.

According to the methane chloride data of the business society, at present, the domestic dichloromethane market has a large regional adjustment range. In addition to Shandong, other dichloromethane markets are relatively stable. The price of dichloromethane in Shandong is greatly affected by the price of raw materials, while the downstream market is mainly viewed. It is expected that the price of dichloromethane will be stable in a short period of time. Pay attention to the change of liquid chlorine price of raw materials The situation.

According to the data monitored by the business agency, the comprehensive price of PC market as of November 17 was 22166.67 yuan / ton, the focus of PC market negotiation was still high, and the quotation of South China in East China was significantly increased, and the daily price of mainstream products increased by more than 1000 yuan / ton, 13.10% higher than that of the same period last week, 35.71% higher than that of the same period last month, 31.16% higher than that in the beginning of this month, showing a holding position as a whole The trend of continuous increase, the supply of spot is obviously tight, the bullish atmosphere is strong, the recent price has maintained upward, most manufacturers hold the mentality of “reluctant to sell”.

The domestic PC market continues to operate at a high level, with high prices rising frequently, the focus of negotiation is constantly rising, the goods are in a tight state, the trading atmosphere is cautious, the price continues to be explored at a high level, and the rising mentality is obvious. The high cost support of PC raw materials is strong, the mentality of traders is good, the shipment is smooth, the overall PC Inventory in domestic and market is low, and the price is likely to continue to rise. At present, the latest enterprise reports Price: the latest price of Lihua Yiwei yuan / ton is 21000 yuan / ton, the shipment is smooth, and the single is required. The overall favorable factors remain. The manufacturer has a strong rising mentality, and will continue the tight situation in the near future.

The upstream bisphenol a market price continued to rise and the price rose sharply. The negotiation referred to 18300-18500 yuan / ton. It is difficult to find a low price. The merchants have strong willingness to settle the price. At present, the delivery is normal, the supply side is sufficient, the inventory is not under pressure, the transaction atmosphere is general, and the goods need to be delivered just now, and the contract customers are the main ones.

On November 16, the rubber and plastic index was 717, up 6 points from yesterday, down 32.36% from 1060 (2012-03-14), the highest point in the cycle, and 35.80% higher than the lowest point of 528 on April 06, 2020. (Note: the period refers to December 1, 2011 to present)

PC analysts of business agency believe: it is expected that the focus of PC market negotiation will move up further in the short term, and continue to operate at a high level. (the above prices are provided by the main PC manufacturers all over the country and analyzed by business PC analysts. For more details, please contact relevant manufacturers for further consultation)

1、 Price trend

The comprehensive price of potassium chloride is temporarily stable this week. The average price of potassium chloride mainstream comprehensive quotation this week is 2075.00 yuan / ton. Overall, this week’s potassium chloride market temporarily stable, November 13 potassium chloride commodity index was 65.87.

2、 Market analysis

This week, the quotation of mainstream manufacturers of potassium chloride is temporarily stable: the ex factory offer of Qinghai Salt Lake potassium chloride is 1950 yuan / ton, which is temporarily stable compared with the beginning of the week; the quotation of Anhui Badou potassium chloride distribution at weekend is 2200 yuan / T, which is temporarily stable compared with the beginning of the week. The actual turnover of potassium chloride market this week is not good. Overall, the main contradiction in the market is that supply exceeds demand, the trading atmosphere is cold, the downstream procurement is mainly on demand, the overall inventory is low, the purchasing market momentum is low, and the domestic potassium chloride market is stable.

3、 Future forecast

In mid late November, the overall trend of potassium chloride market or low consolidation. The market of potassium chloride is facing the pressure of three mountains, namely, the large stock in Hong Kong, the weak demand and the downward trend of international prices. Therefore, the main contradiction in the current market is that supply exceeds demand. Potassium chloride analysts of the business club believe that the short-term potassium chloride market is mainly low consolidation under the influence of supply and demand and raw materials.

According to the monitoring of business agency, the domestic market price of phthalic anhydride continued to rise this week. As of the 13th day, the quotation of phthalic anhydride was 6962.5 yuan / ton, which was 3.92% higher than 6700 yuan / ton at the beginning of the week and 1.64% higher than that at the beginning of the week. The domestic market price of phthalic anhydride continued to rise.

This week, the domestic phthalic anhydride market price trend continued to rise, the phthalic anhydride market was active, the downstream demand has increased recently, the price of o-benzene has remained stable, the trend of plasticizer market has continued to rise, and the trend of phthalic anhydride price has increased significantly. Domestic phthalic anhydride manufacturers have little change in operation. The operating rate of phthalic anhydride is less than 60%. The domestic phthalic anhydride spot supply is tight. The downstream plasticizer industry mainly purchases on demand, while the on-site merchants are reluctant to sell, and the market price is mainly rising. The price trend of phthalic anhydride market in East China continued to rise, with limited high-end transactions. In East China, the mainstream of neighboring France source negotiation was 6900-7100 yuan / ton, while that of naphthalene process was 6500-6700 yuan / ton; the mainstream quotation of phthalic anhydride market in North China was 6800-7000 yuan / ton, and the observation mentality of phthalic anhydride market remained, the exchange trading market improved, and the price trend of phthalic anhydride market continued to rise.

This week, the domestic o-benzene price remained low, and the floor price remained at 4400 yuan / T. the stability of domestic o-benzene price was the negative effect of phthalic anhydride market. In addition, the import market of o-benzene in port area increased, and the external quotation of o-benzene was mainly stable. The actual transaction price was subject to negotiation. The actual list was discussed in detail. In addition, there was a strong wait-and-see mood of o-benzene merchants, low-level fluctuation of o-benzene price and raw materials The low price of phthalic anhydride has a negative effect on the domestic market price of phthalic anhydride. However, due to the shortage of supply, the domestic market price of phthalic anhydride continues to rise.

The DOP market price of phthalic anhydride downstream rose sharply this week. According to the monitoring of the business agency, the domestic DOP price was 8383.33 yuan / ton as of the 13th day, which was 9.11% higher than that of 7683.33 yuan / ton at the beginning of the week. The price of isooctanol in the field rose sharply, the cost of DOP raw materials increased significantly, the equipment of DOP enterprises resumed to increase, the PVC price went up, the downstream customers’ purchasing enthusiasm was normal, and the plasticizer trading bank The market price of DOP is 8400-8600 yuan / ton, the market price of plasticizer is improving, the price of downstream market is rising continuously, and the domestic market price of phthalic anhydride is significantly higher.

On the whole, the recent trend of crude oil price is rising, and the domestic o-benzene price is stable, but the domestic plasticizer industry market is improving, and the phthalic anhydride market price trend continues to rise.

The price trend of phthalic anhydride will continue to rise in the domestic market, but the price trend of plasticizer will continue to rise in the next week.