According to the data monitored by the business club, the average price of domestic rubber grade premium white carbon black was 6325.00 yuan / ton as of August 2. In July, the overall market for white carbon black operated smoothly, with little change in price. The price was mainly stable. The cost side of white carbon black was supported to a certain extent, the downstream just needed to purchase, and the willingness to stock goods was not strong. At present, the market supply side was normal, the market transaction atmosphere was general, and the overall market maintained a balance between supply and demand, The price fluctuates little.

In the first ten days of July, the market price of white carbon black has a stable trend. Compared with the same period last week, the price has not changed. The overall market supply and demand is balanced. The downstream just needs to purchase, mainly for contract customers. The logistics is smooth, and the market negotiation atmosphere is flat. The upstream hydrochloric acid: hydrochloric acid operates stably, the upstream liquid chlorine market has fallen slightly in the recent days, the cost support is general, the downstream ammonium chloride and polyaluminum chloride market have fallen slightly, and the downstream purchase intention is weakened.

In mid July, the market price of silica was stable, and there was no change compared with the same period last week. The overall market supply and demand was balanced. The downstream just needed to purchase, mainly for contract customers. The logistics was smooth, and the market negotiation atmosphere was flat. Upstream hydrochloric acid: the recent market of upstream liquid chlorine has declined slightly, with general cost support. The market of downstream ammonium chloride and polyaluminum chloride has declined slightly, and the downstream purchase intention has weakened.

In late July, the market price of silica was stable. Compared with the same period last week, the price had no change. The overall market supply and demand was balanced. The downstream just needed procurement was the main supply, mainly for contract customers. The logistics was smooth, and the market negotiation atmosphere was flat. Upstream hydrochloric acid: the recent market of upstream liquid chlorine has declined slightly, with general cost support. The market of downstream ammonium chloride and polyaluminum chloride has declined slightly, and the downstream purchase intention has weakened..

Chemical commodity index: on August 1, the bulk commodity price index BPI was 1049 points, down 1 point from yesterday, down 21.89% from 1343 points (2021-10-19), the highest point in the cycle, and up 58.94% from 660 points, the lowest point on February 3, 2016. (Note: the period refers to 2011-12-01 to now).

The white carbon black analyst of business agency believes that it is expected that the white carbon black market will operate stably in the short term, which can improve the balance of market supply and demand, and the range of price fluctuation is limited. (if you want to know more about the market dynamics of the industrial chain, you are welcome to pay attention to the official account of the business club, obtain commodity information, and master commodity prices).

Region, price (yuan / ton), rise and fall (yuan / ton)

Jiangxi, 10100-10500, -300

Henan, 10200-16000, -300

Inner Mongolia, 10000-10300, -200

Shandong, 10100-10500, -300

Fujian, 10100-10500, -300

On August 1, the mainstream price of domestic anhydrous hydrofluoric acid manufacturers was 10100-10500 yuan / ton. The ex factory price of on-site merchants declined, the operating rate of domestic hydrofluoric acid manufacturers rose, and the supply of on-site goods was sufficient. Recently, fluorite prices rose slightly, but the downstream refrigerant market remained low, and on-site procurement was not active. On the whole, it is expected that the price trend of on-site hydrofluoric acid will decline in the later period.

1、 Price trend

According to the bulk list data of business news agency, the average market price of domestic caprolactam liquid on July 1 was 13666 yuan / ton, and the average market price of domestic caprolactam liquid on July 29 was 12633 yuan / ton. The domestic caprolactam price fell by 7.58% this month.

2、 Market analysis

Domestic caprolactam prices fell this month. In early July, the market price of caprolactam fluctuated slightly and rose. Most caprolactam manufacturers maintain their devices and operate at low load. The demand side purchases cautiously, with few transactions. From the middle of July, the caprolactam market continued to decline until the end of the month. The price of raw material pure benzene continued to decline, and the cost of caprolactam was insufficient. Downstream demand is weak, purchasing on demand, and the industry has a strong bearish mentality. The overall market is weak. As of July 29, the price of Baling Hengyi caprolactam liquid was 14100 yuan / ton, and the 300000 ton / year device was under normal operation, and it was accepted and picked up by itself. The price of Baling Petrochemical caprolactam liquid is 14100 yuan / ton, and 450000 tons / year. The unit is normally started up, and the acceptance is self picked up. Shandong Hualu Hengsheng caprolactam apron price is 13300 yuan / ton, and the manufacturer’s device capacity is 300000 tons / year. It is accepted and sent to East China. Shandong Luxi Chemical caprolactam liquid price is 12300 yuan / ton, and the manufacturer’s capacity is 300000 tons.

Raw material pure benzene fell broadly this month. Due to the large number of downstream units put into production in the early stage, the scale of pure benzene only increased slightly, the continuous supply of pure benzene was tight, domestic trade shipments decreased, the high-level imports of superimposed outer disks decreased, and the ports maintained a de stocking state in the month. However, due to the continuous broad decline of crude oil and the significant decline of pure benzene in the external market, the support of external news was weak. In addition, the downstream load reduction, shutdown and maintenance increased, the demand follow-up was poor, and pure benzene was under pressure. This month, Sinopec reduced the price of pure benzene by 450 yuan / ton to 9150 yuan / ton (from Hebei and Shandong to 8750 yuan / ton).

The domestic market of downstream PA6 fell this month, and the spot prices of various brands decreased to a certain extent. In July, the operating rate of domestic PA6 polymerization plant changed limited and remained stable at 70%. The supply side of PA6 is abundant, and the profit of polymerization enterprises is poor. During the month, the load of downstream enterprises decreased slightly, and it was heard that there was a backlog in inventory. In mid month, enterprises prepared goods to hold up the spot price, but the lack of support quickly fell back. The purchaser is still cautious in taking goods, and small order purchase just needs to maintain production.

3、 Aftermarket forecast

Caprolactam analysts of business society believe that at present, due to the sluggish demand, caprolactam enterprises have suffered serious losses and the operating rate has declined. Downstream PA6 enterprises have a large inventory, and they just need to purchase raw materials, with a small amount of replenishment. In the short market, the trend of caprolactam is expected to be mainly downward in the short term.