From July 1 to July 8, 2022, the production price of coal tar in Shanxi decreased. The price was 5387.5 yuan / ton last weekend and 5335 yuan / ton this weekend, down 0.97%.

Summary of coal tar prices in Shanxi on July 7 (unit: yuan / ton)

Region, Market price, Bidding price compared with last week

Linfen, 5340.,-30

Changzhi, 5350.,-50

Yuncheng, 5370.,-70

This week, the bidding price of coal tar in Shanxi was mainly downward. The price of coal tar in Shanxi was concentrated at 5340-5370 yuan / ton, which was slightly reduced by 30-70 yuan / ton compared with the bidding price last week. This week, there were more high auction prices in Shanxi, which also indirectly affected the downward price in Northwest China.

The coal tar market rose and fell this week. The bidding price in Shanxi fell and led to weakness in the Western Northwest region. The bidding price in other regions increased slightly this week, and some regions remained stable temporarily. In terms of supply, coking enterprises generally lost money after the second round of lifting and lowering, and enterprises took the initiative to reduce production, resulting in a general tight supply of domestic tar, strong price support mentality of enterprises, and subsequent coking enterprises have plans to further reduce the operating rate. Therefore, under the expectation of tight supply, the price of coking oil generally rose. The bidding price in Shandong this week is 5500 yuan / ton, 5400 yuan / ton in Hebei and 5300-5360 yuan / ton in Shanxi.

The performance of downstream deep processing enterprises continues to be depressed, the market is weak in the off-season, and the resistance to high price tar is strong. With the lower profits, the operating rate of the downstream deep processing industry has declined to a certain extent. In the future, the business community believes that the current downstream weakness has limited boost to the tar market, and the coke oil market is tight with supply, but there is a certain room for price correction in the case of a slight reduction in downstream demand.

According to the data monitored by the business agency, the domestic carbon black quotation was 9875 yuan / ton on July 13.

On the cost side, the price of coal tar continues to rise, the market supply of high-temperature coal tar on the raw material side is still tight, and the cost of carbon black enterprises continues to rise. On the demand side, the downstream tires of the domestic carbon black market operate at low load, and the tires continue to be weak in the domestic demand market. As the country recovers the economy, stimulates automobile consumption, ensures logistics and a series of macro-control policies have been implemented in succession, market players generally expect better in the future.

On the whole, at present, the enthusiasm of domestic carbon black enterprises to start construction has declined significantly. Affected by cost support and production reduction of some enterprises, carbon black prices are relatively strong.

On July 12, the price trend of domestic fluorite was temporarily stable. The average price of domestic fluorite was 2688.89 yuan / ton. The trading and trading of fluorite in the field was general. The mine was generally started under the influence of environmental protection supervision. The price of fluorite raw ore remained high, and the flotation cost of the concentrator was still supported. However, the downstream hydrofluoric acid market declined. Recently, the commencement of fluorite units in the North was relatively normal, and the supply in the field was slightly tight, so the price trend of fluorite in the field was temporarily stable. The mainstream price of fluorite negotiation in the venue is stable. The delivery price of 97 fluorite wet powder in Inner Mongolia is 2550-2650 yuan / ton, the mainstream price of 97 fluorite wet powder in Fujian is 2700-2750 yuan / ton, the price of 97 fluorite wet powder in Henan is 2650-2750 yuan / ton, and the price of 97 fluorite wet powder in Jiangxi is 2650-2750 yuan / ton. The market trend of downstream refrigerant is low. The venue reflects that the supply of fluorite is relatively tight, and the domestic fluorite price is expected to be stable.

1、 Price summary on July 8:

Shijiazhuang refining and chemical company quoted 8400 yuan / ton, Qilu Petrochemical Company quoted 8450 yuan / ton,

Yangba offers 8700 yuan / ton,

Guangzhou Petrochemical quoted 8700 yuan / ton, Maoming Petrochemical quoted 8650 yuan / ton,

Changling Refining and Chemical Co., Ltd. offers 8700 yuan / ton,

2、 Fluctuation trend:

3、 Analysis and comments:

In terms of crude oil, although the risk of global economic recession is still on, the demand for fuel oil is strong, and the market focus returns to the fundamentals of supply shortage.

Crude oil rose last Friday, while toluene market sentiment rose slightly. However, restricted by poor domestic demand, toluene is in a weak position.

Price trend of domestic sodium pyrosulfite

According to the monitoring of business agency, the price of domestic sodium pyrosulfite continued to rise this week. The average price of industrial sodium pyrosulfite at the beginning of the week was 3350.00 yuan / ton, and the average price at the weekend was 3200.00 yuan / ton, a decrease of 4.48% as a whole.

Affected by the slight decline in raw material prices, in July, some sodium pyrosulfite manufacturers reduced their factory prices slightly, driving the overall weak operation of domestic sodium pyrosulfite market prices. This week, the domestic industrial sodium pyrosulfite market price range is 3000-3300 yuan / ton, and most prices are concentrated around 3000-3200 yuan / ton. The inventory of the enterprise is about 30%, mainly to complete the orders of old customers. (the above prices refer to the external quotations of domestic mainstream enterprises, and some unreported enterprises are temporarily excluded from their scope. The prices are for reference only, and have nothing to do with the final pricing of the manufacturer. Please contact the manufacturers for details).

As of July 8, the price of domestic soda ash has decreased slightly by 0.34%, and the price of sulfur has decreased by 12.12% in the month. The price of upstream raw materials has continued to be weak, the wait-and-see attitude of downstream trading entities has increased, and the overall pressure on the domestic sodium pyrosulfite Market price is weak.

Aftermarket forecast

Business analysts believe that the cost of raw materials fell slightly, the wait-and-see attitude of downstream trade entities increased, and the market price of sodium pyrosulfite will continue to be under pressure.

According to the monitoring data of the business agency, as of July 7, 2022, the average ex factory price of butanone in the domestic market was 10500 yuan / ton. Compared with June 30 (the ex factory price of butanone was 10100 yuan / ton), the average price increased by 400 yuan / ton, or 3.96%.

It can be seen from the data monitoring chart of the business agency that the domestic butanone market ushered in a rising market in early July. On the first two days of July, the domestic butanone market was dominated by stable consolidation and operation. On the fourth and fifth days, driven by the rise in international crude oil prices, the confidence of domestic butanone operators increased, and the quoted price of butanone increased steadily, with a cumulative increase of 200-500 yuan / ton within two days. Then, the market was relatively strong and operated steadily. The downstream demand continued to be dominated by rigid demand, the demand side was generally boosted, and the supply and demand side of butanone showed a stalemate. On the seventh day, The market price of butanone in some domestic regions has been reduced by 100 yuan / ton. At present, as of July 7, the domestic butanone participation price is around 10400-10600 yuan / ton. At present, the trading atmosphere on the floor is general, and the decline in the international crude oil price affects the mentality of the industry, so most transactions are negotiated.

In the upstream, in July, the overall price of domestic liquefied gas market was more strong, and the civil gas market in Shandong was higher, but the fluctuation range was relatively limited. Recently, the international crude oil price has fluctuated and risen, and the cost side has brought some support to the market. The downstream maintains the replenishment on demand, the market trading atmosphere is general, and there is no pressure on the production and sales of manufacturers in Shandong market. However, due to seasonal factors, the continued high temperature in some regions has not significantly improved the terminal demand, which has significantly restrained the market and limited the range of price fluctuations. According to the monitoring data of business agency, the average price of liquefied gas in Shandong civil market was 5890.00 yuan / ton on July 1 and 5910.00 yuan / ton on July 5, with an increase of 0.34% during the period

Future analysis of butanone

At present, the effective support in the butanone market is still insufficient, and the downstream mainly continues to purchase just in need. The butanone data analyst of the business society believes that in the short term, the domestic butanone market will mainly be sorted out and operated in multiple intervals, and more attention should be paid to the basic changes in the supply and demand side of butanone.

According to the monitoring data of business agency, the average price of domestic butadiene production enterprises was 10412 yuan / ton on July 6, down 8.24% month on month and up 16.18% year on year. In terms of market price, the reference price of the mainstream inquiry and offer range of butadiene in East China is 9700-10000 yuan / ton; The mainstream transaction price of butadiene in central Shandong is 9950 yuan / ton. Under the centralized influence of some supply side news, the mentality of merchants has slightly strengthened. At the same time, the high cost of goods in East China has affected the strong offer intention, but the downstream rigid demand boost is limited, and some high price transactions are deadlocked.

Price trend of domestic sodium pyrosulfite

According to the monitoring of business agency, the price of domestic sodium pyrosulfite was generally stable, medium and strong in June. The average price of industrial sodium pyrosulfite was 3316.67 yuan / ton on June 1 and 3350.00 yuan / ton on June 30, an increase of 1.00% during the month.

Supported by the stabilization of the overall rise in the price of upstream raw materials, in June, the quotation of domestic sodium pyrosulfite manufacturers stabilized as a whole. In the middle of the year, manufacturers in some regions increased the factory price slightly. In June, the domestic sodium pyrosulfite market price was generally stable, medium and strong. In June, the market price range of industrial sodium pyrosulfite was 3000-3550 yuan / ton, and most of the prices were concentrated around 3200-3400 yuan / ton.

In June, the overall high price of domestic soda ash rose by 2.46%, and the price of sulfur fell by 9.79% during the month. The overall high price of upstream raw materials of sodium metabisulfite fluctuated, and the rise of raw material costs slowed down. The downstream trade subjects had a strong wait-and-see attitude, and the cost support of sodium metabisulfite weakened in the future.

Business analysts believe that the rise in raw material prices has stabilized, the wait-and-see attitude of downstream trade entities has increased, and the market price of sodium pyrosulfite continues to rise in the future. It is expected that the overall domestic market price of sodium pyrosulfite will move forward at the current level in a narrow range in July.

According to the monitoring data of business agency, as of July 4, the average ex factory price of n-butanol in Shandong Province was 8000 yuan / ton, which was basically the same as that on June 30, and was 19.46% lower than that on June 1 (the ex factory price of n-butanol was 9933 yuan / ton).

It can be seen from the data monitoring chart of the business agency that in early July, the domestic n-butanol market in Shandong stopped falling and stabilized, and the market for authentic products operated steadily. In June, under the influence of limited supply and demand transmission, the domestic n-butanol market in Shandong Province operated downward as a whole. After entering July, the n-butanol market stopped falling and stabilized, and downstream customers replenished on bargain hunting. The demand was boosted compared with the previous period. The on-site price market was stable, and the trading atmosphere was warm. As of July 4, the ex factory price of n-butanol in Shandong Province was 7950-8050 yuan / ton, and the ex factory price of n-butanol in Luxi Chemical Industry in Shandong Province was 8000 yuan / ton, The ex factory price of n-butanol in North China of Wanhua chemical is 8000 yuan / ton. The ex factory price rate of n-butanol in East and South China is high, and the reference is around 8300 yuan / ton. At present, the market news is quiet, the downstream stocking rhythm is relatively stable, and the inquiry atmosphere is peaceful.

In terms of upstream propylene, in June, the domestic propylene market in Shandong Province fell as a whole. In July, the propylene market continued to decline. According to the monitoring data of business agency, propylene was 7680.60 yuan / ton on July 1, a decrease of 4.95% compared with June 1 (8080.60 yuan / ton).

Aftermarket analysis of n-butanol

At present, the quoted price of n-butanol in the market is mainly stable, and the downstream is slowly improving. The n-butanol datagrapher of business society believes that in the short term, the domestic n-butanol market in Shandong will continue to consolidate, and the specific trend needs to pay more attention to the changes in supply and demand.

Price trend

According to the bulk list data of business society, the domestic POM market fell sharply this week, and the decline of spot prices of various brands was concentrated on Friday. As of July 1, the ex factory price reference offer of POM injection molding sample enterprises of business club was about 20400 yuan / ton, up or down -4.67% compared with the average price at the beginning of the week.

Cause analysis

Industrial chain: in terms of upstream formaldehyde, Shandong formaldehyde market fell this week. Raw methanol stabilized after falling in the week, and the cost side support for formaldehyde was general. The downstream plate market is in the off-season, the enterprise load is low, the demand is weak, and the market transaction is light. It is expected that the price of formaldehyde will be dominated by weak consolidation and operation in the near future.

The upstream formaldehyde market fell, and POM cost side support weakened. In terms of industry load, POM enterprises had maintenance production lines before, but the on-site supply was abundant, and the inventory of manufacturers and midstream was high. The operating rate of terminal enterprises is also in the off-season mode, and the operating rate is gradually narrowed due to profit or order problems. Due to the sharp drop in spot prices on Friday, terminal enterprises are cautious in purchasing, mainly taking small orders, and have a heavy wait-and-see mood. The main bad news on the floor was the high inventory caused by insufficient demand. The mentality of merchants was general, and the offer was mainly reduced with the enterprises.

Aftermarket forecast

Business analysts believe that the domestic POM market fell sharply this week, the upstream formaldehyde market fell, and the cost support of POM weakened. The load of POM industry tends to be high and stable, and the supply side remains abundant. The consumption of downstream enterprises is weak, and there is no large-scale replenishment in procurement. It is expected that in the short term, the POM price may fall due to the inventory of Gaozhu and give priority to profit.