According to the monitoring data of business society, since August, after the sharp decline of hydrogen peroxide Market, it ushered in a rising market, hit the bottom and rebounded, and the price showed an upward trend as a whole. At the beginning of the month, the average price of hydrogen peroxide market was 836 yuan / ton. At the end of the month, the average price of hydrogen peroxide market was 846 yuan / ton, up 1.2%.

Terminal demand increased, and the hydrogen peroxide Market recovered as a whole in August

Since August, the price of hydrogen peroxide has fallen by more than 3.5% in the first week due to the decline in July.

From the second week, the market of terminal paper industry was stable, the caprolactam market was high, the purchase demand warmed up, the order volume of hydrogen peroxide increased, the manufacturer’s quotation began to rise, and hydrogen peroxide has reached the inflection point. In the week of August 9, the price of hydrogen peroxide increased by 1.64%.

In the third week, due to the shutdown and maintenance of some hydrogen peroxide enterprises, the terminal rigid demand increased, which was supported by benefits. The hydrogen peroxide still maintained an upward trend. The average market price reached the first line of 850 yuan / ton, and the price increased by 4.96% compared with the beginning of the month.

At the end of the month, due to the end of the terminal stock market, the price of hydrogen peroxide fell again, and the price corrected one after another, with a decrease of nearly 1.2%.

Li Bing, hydrogen peroxide analyst of business society, believes that the golden nine silver ten is coming, and the future market of hydrogen peroxide is still expected to rise.

According to the bulk list data of business society, the price of domestic industrial boric acid remained stable this week. On August 26, the price of boric acid was 6200-7000 yuan / ton (the average price was 6700 yuan / ton).

Boric acid price trend has not changed significantly this week. Recently, the price of boric acid is in a high and stable state. Due to the impact of the epidemic, the spot of imported boric acid products is not sufficient, but the tense trend of logistics has eased, which is about a week later than that in the normal period. The sales volume of domestic boric acid is stable and the inventory is relatively tight. Glass prices of downstream products have stable support.

According to the data monitoring of the business agency, the price of boric acid in some enterprises in the near future (for reference only, the actual transaction prices of different brands, different specifications and products are mainly negotiated)

Business community boric acid analysts believe that the recent logistics tension has eased, and the spot inventory is still tight. The price is stable in the short term, and it is recommended to purchase on demand. More attention should be paid to the market news guidelines.

Weak operation of acetic anhydride price

According to the data monitoring of business society, the price of acetic anhydride fell this week, and the acetic anhydride market was weak. As of August 26, the price of acetic anhydride was 9650.00 yuan / ton, down 2.65% from 9912.50 yuan / ton on August 19 last weekend; The price of acetic anhydride decreased by 0.77% from 9725.00 yuan / ton on August 1 at the beginning of the month.

Weak operation of raw material cost

As can be seen from the price trend chart of acetic acid, the price of acetic acid fluctuated and adjusted this week, and the price of acetic acid varied in various regions. The maintenance of acetic acid enterprises in North China still existed, the price of acetic acid increased slightly, the inventory backlog in East and South China increased, and the price of acetic acid decreased by 50-100 yuan / ton. The overall acetic acid market is dominated by just demand, the acetic acid market is shaken and consolidated, with both ups and downs, and the cost of acetic anhydride is generally weak.

Market overview and future forecast

Bai Jiaxin, acetic anhydride data analyst of business society, believes that this week, the inventory of acetic acid enterprises in East and South China is overstocked, the maintenance of acetic acid enterprises in North China is reduced, the rise of acetic acid price is slowed down, the acetic acid market is weak, the cost of acetic anhydride is weak, and the acetic anhydride market is weak. Overall, in the future, the rising power of acetic anhydride market weakened, the downward pressure increased, and the acetic anhydride market weakened.

After the domestic phenol Market stopped falling and recovered last week, the focus of phenol Market negotiation continued to rise this week. As of last weekend, the market reference in East China was 9200-9300 yuan / ton, and that in Shandong and Yanshan surrounding areas was 9250-9300 yuan / ton. On Tuesday, the shutdown of Taiwan Xinchang plant was transmitted to the domestic market, and the mentality of phenol and ketone holders increased, rapidly pushing up the market, The participation of intermediate traders has increased rapidly and the market activity has increased, while the factory has raised the listing price twice, which has helped the overall market increase by about 4%.

The downstream bisphenol a market continues to rise. At present, the social inventory is low, and it is difficult for factories and traders to have a low intention under the support of just need. Moreover, with the help of the auction of a factory in East China this week, the market continues to operate at a high level. So far, many factories have closed their offers, and the current offer in the mainstream market is 27500-27800 yuan / ton.

From the perspective of business community, the domestic phenol market continues to operate at a high level and is expected to slow down. It is expected that the negotiation in East China market will be 9250-9300 yuan / ton.

In mid August, the dimethyl ether Market returned to the rising route, and the price increased slightly. According to the monitoring data of business agency, the average price of dimethyl ether in Henan market was 3480.00 yuan / ton on August 17 and 3512.00 yuan / ton on August 23. During this period, the overall increase was 0.93%, an increase of 53.38% compared with the same period last year. As of August 23, the domestic market prices of dimethyl ether in various regions are as follows:

region Specifications date offer

Shandong region Mass fraction of dimethyl ether: ≥ 99.0% August 23rd 3690 yuan / ton

Hebei region Mass fraction of dimethyl ether: ≥ 99.0% August 23rd 3590 yuan / ton

Henan region Mass fraction of dimethyl ether: ≥ 99.0% August 23rd 3510-3530 yuan / ton

In the middle of the month, the domestic dimethyl ether Market as a whole increased, of which Henan Province increased significantly, the price increased slightly continuously, and most of the current prices exceeded 3500 yuan / ton. The cost of methanol has risen steadily recently, and the increase of raw materials has significantly supported the dimethyl ether Market. In addition, with the recovery of demand in Henan, the downstream market entry situation has eased, the overall transaction atmosphere of the market is better than that in the early stage, the manufacturer’s inventory is mostly at a controllable level, the mentality is relatively strong, and the price is pushed up slightly. However, the current off-season has not passed, and the downstream mentality is cautious, still focusing on on-demand procurement.

In terms of cost methanol market, at present, crude oil continues to decline, coal prices are relatively strong, and the new price of major production enterprises in the main production area of Northwest China rose by about 30-50 yuan / ton this week, which has obvious positive guidance for the market. Traders are relatively active, but the downstream demand is relatively weak. In the short term, methanol just needs to be purchased, and the rise of the whole methanol market is weak.

Although the cost of methanol market has increased, which has brought some positive support to the dimethyl ether Market, the international crude oil has decreased, the civil LPG market has followed the decline, and the off-season has not passed, the terminal demand has not improved significantly, the downstream is in conflict with the high price, multidimensional holds replenishment on demand, and the enthusiasm for entering the market is general. Generally speaking, the dimethyl ether Market has limited room for rise in the short term, Or narrow adjustment.

According to the bulk list data of business society, the TDI market price was sorted upward this week. On August 20, the average market price in East China was 17505 yuan / ton, an increase of 5.05% during the week compared with 14350 yuan / ton on August 14.

The TDI market rose sharply this week. At the beginning of the week, due to the release of the closing news of a factory in Shanghai and the superposition of the shutdown and closing of a TDI plant in the north, the atmosphere in the venue was bullish. On the 17th, the market learned that the latest TDI quotation of a factory in Shanghai rose to 15800 yuan / ton. The supplier’s good news superimposed, the atmosphere in the venue was bullish, the offer of the holder rose, the quotation of the distribution market rose, and the downstream just needed to follow up, The acceptance of high price TDI is not high, and the market is weak and downward at the weekend. As of the 20th, for domestic goods with tickets in the mainstream market in East China, the reference is 14400-14700 yuan / ton, and for Shanghai goods with tickets, the reference is 14700-14800 yuan / ton, mainly through real order negotiation. The dealer’s quotation is adjusted with the market news, and the mentality is wait-and-see operation within the week.

The price of toluene continued downward consolidation this week. On the 20th, the average domestic price of toluene was 5732.20 yuan / ton, a decrease of 0.70% compared with 5772.20 yuan / ton on August 14. Demand is weak, business transactions are poor, and the atmosphere in the venue continues to be light. Crude oil fell continuously during the week, dragging down the bulk commodity market. As the downstream toluene, the market mentality was bearish, the price followed the decline, and the toluene market was weak in the later stage.

According to the analysis of TDI data division of business society, at present, the domestic TDI market is mainly sorted and operated, the downstream has low acceptance of high prices, general enthusiasm for entering the market, mainly buying on demand, and a small number of market transactions. It is expected that the TDI market will be sorted and operated in the later stage, and the future trend will pay attention to the information guidance of the supplier.

Price trend:

According to the bulk list data of business society, the domestic ABS market fluctuated in the third week of August, with spot prices rising and falling. As of August 20, the average price of mainstream offer of general-purpose ABS was about 18050 yuan / ton, an increase of 1.40% over the average price at the beginning of the month and 26.67% over the same period last year.

Factor analysis:

Industrial chain: Recently, the international oil price has weakened as a whole, which is bad for the upstream chemical chain of ABS. The market guidance of direct raw material styrene was insufficient this week, and the mainstream price was lowered.

The upstream acrylonitrile market has been consolidated and operated horizontally recently, and the spot price is stable. At present, the supply and demand of domestic acrylonitrile market is balanced, the fundamentals are stable, and the cost support for ABS is stable

Butadiene rose this week. The news showed that the resumption of some equipment was delayed recently, which was good for the market on the supply side. Although there is an expectation of supply increment in the later stage, it is temporarily good for ABS in the short term.

The upstream market fluctuated, and the ABS cost side support was acceptable. The current operating rate is high. Previously, the operating rate of the industry was close to full load, but some enterprises have maintenance and parking plans next month, which is good for the future supply side, boost market confidence and create a speculation atmosphere in the market. In addition, near the peak season, downstream operators gradually began to purchase and prepare goods, offsetting part of the increase in supply caused by high opening rate. However, the resistance to the rise of spot prices is significant, and the acceptance of terminal demand for high price goods is limited.

Future forecast:

Business analysts believe that the ABS spot market fluctuated in the third week of August, and the trend of the three upstream materials fluctuated, which supported the ABS cost side. The increase in supply caused by the high load of on-site devices coexists with the increase in the buyer’s stock volume, and there are some device maintenance plans in the later stage. The merchants in the venue try to report high, but there is great resistance to the shipment of high price goods. It is expected that the ABS spot market may be sorted out and operated at a high level in the short term.

1、 Price trend

According to the commodity data monitoring, the price of Yunnan Guizhou yellow phosphorus is relatively stable. The average price of yellow phosphorus this week is 24666.67 yuan / ton.

2、 Market analysis

The price of yellow phosphorus was relatively stable this week. Many manufacturers closed their offers without reporting, mainly for early orders. Up to now, the mainstream quotation of yellow phosphorus in Yunnan is about 24000-24500 yuan / ton; The mainstream quotation in Sichuan is about 25000 yuan / ton; The mainstream quotation in Guizhou is about 24000 yuan / ton. This week, the downstream enterprises of yellow phosphorus purchased more actively, the spot on the site was tight, many manufacturers closed their offers without reporting, the market confidence was good, and the bullish expectation of yellow phosphorus was strong.

In terms of raw materials, the transaction price of phosphorus ore market is constantly approaching the high end. Up to now, according to the monitoring of bulk commodity data, the reference average price in the mainstream areas of 30% grade phosphorus ore in China is around 563 yuan / ton, and the market price has also risen to the high point. Under the high price, the downstream demand may be weak. Therefore, the phosphorus ore analysts of business society believe that in the short term, the probability of continued rise in China’s phosphorus ore market is small, and most of them will operate stably and firmly at the high level.

In terms of coke, the coke market in Shandong and Hong Kong is relatively strong today. At present, the mainstream spot exchange delivery price of quasi primary metallurgical coke in the port area is about 3150 yuan / ton, and the price of primary coke is 3250 yuan / ton, which is flat compared with the previous day. The inventory in the two ports continues to be low, the market sentiment in Hong Kong is low, and the overall trading is relatively cold. Recently, the raw coal price has remained high, and the cost pressure of coking enterprises has increased. Since August 20, many enterprises in main production areas such as Shandong, Hebei and Shanxi have opened the fifth round of raising 120 yuan / ton. As of August 19, the market price of Panzhihua coke (secondary metallurgical coke) was 3190 yuan / ton.

The price of phosphoric acid rose steadily this week. The average price of phosphoric acid last Thursday was 6816.67 yuan / ton, and that of phosphoric acid this Thursday was 7025 yuan / ton. The price increased by 3.06% during the week. Recently, yellow phosphorus has been consolidated at a high level, the phosphoric acid market has been watching carefully, the trading volume is good, and the actual transaction is mainly through negotiation.

3、 Future forecast

The yellow phosphorus analyst of the chemical branch of business society believes that the yellow phosphorus market price is relatively stable this week, the trading atmosphere on the floor is good, and the supply of goods is tight. The price of phosphate rock in the upstream increased and the price of phosphoric acid in the downstream increased. On the whole, the market confidence is good and the upstream and downstream support is strong. It is expected that the market price of yellow phosphorus is expected to rise in the short term.

According to the bulk list data of business society, as of August 13, the average price of domestic industrial lithium hydroxide enterprises was 110333.33 yuan / ton, up 8.17% compared with Monday, 22.59% compared with July 13, and 27.80% year-on-year in a three-month cycle.

This week, the domestic market price of industrial grade lithium hydroxide increased again. Recently, the upstream spodumene goods are tight, the price is rising, the cost pressure is upward, the supply side is still tight, the downstream demand is still good, the market inquiry atmosphere is positive, the enterprise’s offer is high, and it is difficult to find low-cost goods. Recently, the external quotation of Shanghai Yulun industrial grade lithium hydroxide is 118000 yuan / ton, and the external quotation of Zigong tongfarong industrial grade lithium hydroxide is 101000 yuan / ton. The specific transaction price is discussed separately.

Upstream lithium carbonate, according to the data monitoring of business society: the price of industrial grade and battery grade lithium carbonate continued to rise at the beginning of the month this week. As of August 12, the average price of industrial grade lithium carbonate in East China was 95800 yuan / ton, up 3.46% compared with the price on Monday (August 9). On August 12, the average price of battery grade lithium carbonate in East China was 99000 yuan / ton, up 3.34% compared with the price on Monday (August 9).

The lithium hydroxide analyst of business society believes that, on the whole, the current cost support is strong, and the superimposed supply and demand performance is good. It is expected that in the short term, the domestic industrial lithium hydroxide market may be strong, and the specific trend needs to pay more attention to the guidance of market news.

On August 17, the mainstream quotation range of 1# tin ingots in the domestic spot tin market was 244500-246500 yuan / ton, with an average price of 245500 yuan / ton, an increase of 4500 yuan / ton compared with the previous trading day.

Last night, the London metal market fell more or rose less. Due to the weaker than expected economic data released by China, market sentiment was dragged down. Last night, except tin and aluminum, other metals mainly fell. Among them, Lunxi rose 0.78%, and Shanghai tin led the domestic night market by 1.19%. The data released by LME on Monday showed that Lunxi’s inventory had dropped to 1710 tons. The data of the previous period showed that Shanghai Tin’s inventory fell for two weeks, breaking the lowest level since 2017.

At present, the tin price in the spot market is still at a high level, the fear of heights in the downstream is still heavy, the market trading is light, and the market entry is mainly just in need of procurement. Today, the price rose, the enthusiasm for entering the market in the downstream decreased, and the intention to receive goods was low. A few days ago, there was a small amount of demand for replenishment. Today, the market has a strong wait-and-see mentality. The decline of inventory data supported the rise of tin price.

In the future, the business society believes that under the current tight supply situation in the short term, the tin price is expected to remain high and volatile in the short term.