According to the data monitored by the business agency, as of December 8, the average price of domestic power lithium iron phosphate was 36000.00 yuan / ton, the market price was stable, the supply and demand were balanced, the downstream demand was limited, the operating rate remained high, and the market demand was not significantly improved. At present, the price of power type lithium iron phosphate was stable, the market price was mainly stable, and the price change was not obvious.

The price range of lithium iron phosphate power market is 33000-36000 yuan / ton, and the average price is 35000 yuan / ton. The price is stable, the downstream demand has not been significantly improved, and the overall market purchasing atmosphere is general. At present, the power type lithium iron phosphate 34000-36000 yuan / ton, the price is mainly stable, the enterprise starts normal, the merchant ships actively, the logistics is smooth, the transaction price basically maintains the cost online and offline, inventory No pressure, mostly contract customers. In the second half of 2020, with the advent of new cars, the demand for lithium iron phosphate has not been significantly increased. With its safety performance, service life and price advantages, LiFePO4 has a firm foothold in the industry. With the development of society, people have higher requirements for the endurance of electric vehicles, taking into account the cost, safety performance and service life of electric vehicles in the future In the market, the market share of LiFePO4 will be further improved.

The upstream lithium carbonate shows an upward trend in recent years, and the price has increased. At present, the mainstream price range of industrial grade lithium carbonate is 42500-44000 yuan / ton. The focus of the overall market negotiation has shifted upward. Some enterprises have raised their prices, and the quotation remains firm. The purchasing atmosphere has improved. It is expected that there is still room for increase in the short term.

The chemical index on December 9 was 854 points, up 1 point compared with yesterday, 15.94% lower than 1016 points (2012-03-13), and 42.81% higher than 598 points, the lowest point on April 8, 2020. (Note: period refers to 2011-12-01 to now)

Business Club lithium iron phosphate analysts believe: in the short term, lithium iron phosphate Market to stable operation. (the above prices are provided by major lithium iron phosphate manufacturers all over the country and analyzed by business lithium iron phosphate analysts for reference only. Please contact relevant manufacturers for more price details.)

1、 Price trend

China’s domestic EPS market is stable, with individual price rising. Jiangsu’s common materials are 9500-9700 yuan / ton, and fuel is 9800-10000 yuan / ton. After styrene rises, it falls back, and the transaction volume of EPS market shrinks. The wait-and-see atmosphere of downstream businesses is obvious, and the overall market transaction is weak.

2、 Market analysis

In terms of ex factory: the ex factory price of Zhongshan delta EPS increased, the acceptance delivery price of common materials was 10300 yuan / ton, and the acceptance delivery price of fuel was 10600 yuan / ton.

3、 Future forecast

It is expected that the short-term domestic EPS price will be weak.

International crude oil continued to rise slightly, but the weather turned cold, the demand of asphalt terminal market weakened, and the upward range of domestic asphalt price was limited. According to the price monitoring data of the business agency, the asphalt price was reported at 2362 yuan / ton on December 4, 2.83% higher than that at the beginning of the week.

The United Kingdom announced the start of vaccination of the new crown vaccine, and the progress of the vaccine was good for international oil prices; the OPEC meeting was postponed, and the United Arab Emirates and other countries had different opinions on the postponement and reduction of production. The international crude oil market is intertwined with a small rise in international oil prices this week. WTI crude oil prices rose by 1.60% and Brent crude oil prices rose by 2.95%.

On the whole, the domestic asphalt market demand has steadily declined. In East China and central China, the temperature turns cold, and the terminal asphalt demand weakens; in South China and southwest China, terminal projects are relatively stable, and rigid demand is released steadily; in North China and Shandong, weather warning results in periodic shutdown of the project, and the asphalt demand decreases gradually compared with the previous period; the rigid demand for asphalt in Northeast and Northwest China is basically ended, and the asphalt demand is weak.

Domestic asphalt supply is at a high level, with a cumulative output of 26.95 million tons from January to October, an increase of 13% over the same period of last year.

Business agency analysts believe that the international oil price has risen to a periodic high, and there is insufficient action to continue. In addition, the weather turns cold, and the terminal demand for asphalt is weakening. It is expected that the domestic asphalt price will decline steadily.

1、 Price trend

According to the monitoring of bulk commodity data, as of December 7, the average price of Yunnan Guizhou yellow phosphorus was 15650 yuan / ton. Compared with the average price of 16225 yuan / ton in November 30 a week ago, the average price of Yunnan Guizhou yellow phosphorus was reduced by 575 yuan / ton, with a reduction rate of 3.54%.

2、 Market analysis

At the beginning of December, although the electricity price in December in Yunnan increased by 1-2 points compared with that in November, the increase was not large, which was difficult to support the yellow phosphorus market price. At present, the yellow phosphorus market starts at a high level, and the quotation of yellow phosphorus enterprises in the field has been adjusted. The demand of downstream phosphoric acid market is poor, and the overall market trading atmosphere is general. Up to now, the mainstream price of Yunnan yellow phosphorus is about 15800 yuan / ton. The mainstream quotation in Sichuan is about 15800 yuan / ton. The mainstream price of Guizhou yellow phosphorus is about 15500 yuan / ton. The overall market is light, mainly traders wait and see.

As for phosphate rock, up to now, the quotation of 30% grade phosphate ore car plate is 300-360 yuan / ton, and that of 28% grade phosphate ore is 280-320 yuan / ton. Among them, Xifeng phosphate ore in Guizhou mainly supplies phosphate rock with quality above 30%. At present, the phosphate mine is still in operation, and the price of 30% phosphate ore is 350 yuan / ton, and the price is stable. Guizhou Kaiyang Guanglong mining 30% grade phosphate rock freight plant quoted 320 yuan / ton, the price is stable. In Guangxi, the quotation of 28% phosphate rock pallet is 290-310 yuan / ton, and that of 30% phosphate rock is 330-350 yuan / ton.

In terms of coke, up to now, the mainstream price of Panzhihua coke (secondary metallurgical coke) is 2430 yuan / ton, which is 50 yuan / ton higher than that of the previous trading day, and 100 yuan / ton higher than that of the same period last month. Today, the coke market is relatively strong. The eighth round of increase of 50 yuan / ton is gradually landing. Today, Shandong, Hebei, Shaanxi, Henan and other places are landing, with an accumulated increase of 400 yuan / ton. Under the influence of environmental protection supervision, the operating rate in some areas of Shanxi has dropped to about 40%. In addition, the plan of de capacity in Henan and Hebei is steadily advancing, and the coke supply is slightly tight in the near future.

In terms of demand, the phosphoric acid market has been stable for the time being, with partial downward adjustment. Phosphoric acid market is cautious and wait-and-see, profit margin shipment, individual enterprises cut prices, mainstream prices are still relatively stable. At present, the downstream demand is general, the trading atmosphere is not good, the support force of superimposed cost side is declining, and the overall phosphoric acid market is weak, with downward expectations. Phosphate, phosphorus trichloride and phosphorus pentoxide are in general operation, and the quotation of each enterprise is similar to that in the early stage. The overall market demand for yellow phosphorus is poor.

3、 Future forecast

According to the yellow phosphorus analysts of chemical branch of business society, the price of yellow phosphorus market has fallen recently. At present, the yellow phosphorus market starts at a high level, the downstream demand is insufficient, and the overall yellow phosphorus market transaction is light, which is difficult to form a strong support for the market. It is expected that the price center of yellow phosphorus market will be downward in the short term.

1、 Price trend

According to the data from the bulk list of business associations, the average ex factory price of powdered monoammonium was 1933 yuan / ton on November 1, and 2033 yuan / ton on November 30, with an increase of 5.17% in November.

According to the business club’s large list data, on November 1, the average ex factory price of 64% diammonium was 2356 yuan / ton, and on November 30, the average ex factory price of 64% diammonium was 2406.67 yuan / ton, an increase of 2.12%.

2、 Market analysis

The price of monoammonium phosphate increased in November. In Anhui Province, 55% powdered ammonium was quoted at 2050-2100 yuan / T, and the start-up was stable. In Hubei Province, the ex factory quotation of 55% powdered ammonium is about 2050-2100 yuan / ton, and that of 60% powdered ammonium is 2310-2350 yuan / ton. In Henan, the price of ammonium powder is about 2050 yuan, and the price is stable. The ex factory quotation of 55% powdered ammonium in Shandong is 2150-2180 yuan / ton, and the price is stable. The ex factory quotation of 55% powdered ammonium in Sichuan is about 2000-2100 yuan / T..

The market of diammonium phosphate rose in November. The mainstream ex factory quotation of 64% diammonium in Hubei Province is 2370-2450 yuan / ton, that in Shandong Province is 1820-1830 yuan / ton, and that in Yunnan Guizhou area is 2550-2600 yuan / ton. In Gansu Province, 64% DAP mainstream factory quotation is 2300-2450 yuan / T. The price of 64% diammonium at the first arrival station in Heilongjiang Province is about 2750-2800 yuan / ton.

With the coming of deep winter, the domestic phosphate ore market has entered the year-end off-season time. The downstream demand is insufficient, the shipment is not much, and the mine operating rate is also reduced, most of which are stable prices. Therefore, the phosphorus ore data division of the business society believes that in the short term, the phosphate ore market will continue to maintain stable operation, with limited market volatility.

3、 Future forecast

Ammonium phosphate analysts of business club believe that the market of ammonium phosphate in November is supported by the continuous tight supply of goods, opening up an upward channel. In the first ten days, monoammonium phosphate continued to rise, diammonium phosphate kept stable operation, the market of ammonium phosphate rose collectively in the middle of the year, and the price was still high due to consolidation in the last ten days. At present, most of the ammonium phosphate Market is stable. In the first week of December, monoammonium phosphate rose slightly. The market delivery volume is still small, and the volume of new orders is not high. However, there is no pressure on manufacturers to ship, and the sentiment of price rising is still strong. It is expected that the market will be mainly consolidated at a high level in the short term. Diammonium phosphate has few sources of goods, so it is queuing up for shipment. However, the export volume has declined recently. Traders are cautious and lack of buying gas. It is expected that DAP will run smoothly.

According to the price monitoring data of business agency, as of December 3, the reference average price of domestic n-propanol including packaging in mainstream areas was 11666 yuan / ton, which was 333 yuan / ton, or 3.55%, compared with November 30 (average price of 11333 yuan / ton); compared with November 1 (average price of 11266 yuan / ton), the average price was increased by 400 yuan / ton, or 3.55%.

Inventory low-level n-propanol “market rises again” at the beginning of the month

In December, the overall inventory of domestic n-propanol market was low, and the factory spot was tight, and the on-site spot stock was basically in the secondary market. At the beginning of the month, some n-propanol holders in Shandong began to increase the ex factory quotation of n-propanol by 300-500 yuan / T. at present, the reference ex factory price of n-propanol bulk water in Shandong is 10800-11000 yuan / ton, including the factory price of 11600-11 800 yuan / ton. The ex factory price of n-propanol bulk water of Shandong fengcang Chemical Co., Ltd. was 10900 yuan / ton, up 500 yuan / ton compared with the end of November. Nanjing: the ex factory price of n-propanol (bulk water) is around 10500-10800 yuan tons. Domestic Nanjing Rongxin Chemical Co., Ltd. (Nanjing Wujiang Chemical Co., Ltd.), n-propanol production unit started normally and normally shipped. The ex factory quotation of n-propanol bulk water was 10500 yuan / T, which was the same as the price at the end of November. As of December 3, the reference average price of domestic n-propanol with packaging in mainstream areas was 11666 yuan / ton, which was 333 yuan / ton, or 3.55%, compared with November 30 (average price of 11333 yuan / ton); compared with November 1 (average price of 11266 yuan / ton), average price of domestic n-propanol increased by 400 yuan / ton, or 3.55%.

In terms of raw materials, in December, the overall external market of ethylene continued to rise. On December 1, in the European ethylene market, FD northwest Europe quoted 857-868 US dollars / ton, up 30 US dollars / ton; CIF northwest Europe quoted 856-867 US dollars / ton, up 37 US dollars / ton. The market demand is good in the near future. For the Asian ethylene market, CFR Northeast Asia quoted 980-990 USD / T, CFR Southeast Asia quoted 905-915 USD / T. In the US ethylene market, FD US Gulf quoted us $501-513 / T. recently, the US ethylene market has risen and the demand is fair.

In terms of crude oil, on December 2, the price of WTI crude oil futures market in the United States rose, with the settlement price of main contracts at $45.28/barrel, up $0.73. Brent crude oil futures market prices rose, with the settlement price of main contracts at $48.25/barrel, up $0.83. Oil prices rose on Wednesday as the approval of a vaccine in the UK boosted hopes for a recovery in fuel demand, and the market generally expected OPEC + to continue at the scale specified in the current production reduction agreement.

The demand support is insufficient, and the finishing of n-propanol is mainly stable

On the first two days of the month, although the price of n-propyl alcohol market was generally raised under the guidance of shipholders, the demand for n-propanol was generally low, and the demand was mainly purchased on demand, and the support for n-propanol demand was limited. In addition, the price change of the factory side was not significant. Therefore, the n-propanol datagrapher of the business society believed that in the short term, the n-propanol market was mainly stable and the operation was dominated.

1、 Price trend

According to the price monitoring of the business agency, the potassium sulfate market continued to rise in November. At the beginning of the month, the price of 50% granules of Mannheim was about 2625 yuan / ton, and the price at the end of the month was about 2675 yuan / ton, with an increase of about 50 yuan / ton. The arrival price of 52% powder of Xinjiang state investment corporation Luoke is 2740 yuan / ton, and that of Qinghai water salt system is about 2475 yuan / ton.

2、 Market analysis

In November, potassium sulfate swept away the sluggish state of the past six months, and opened the road of slow recovery. Since the resumption of production in September, the price of resource-based products, such as potash, has been raised continuously since September due to the relatively limited production capacity and pre-sale of most of them. However, the operating rate of Qinghai manufacturers has been abnormal, the shortage of water and salt supply, and the price rise, to a certain extent, helped Mannheim potassium sulfate to stabilize the fatigue. The low price purchase of compound fertilizer enterprises has promoted the market of potassium sulfate.

The overall price of Mannheim potassium sulfate generally rose. The operating rate of the industry was relatively high, maintained at about 70-80%, which was still in the high-end. Most manufacturers had no inventory. Generally speaking, there was no great pressure on the potassium sulfate Market for the time being, but the downstream demand was insufficient. In the near future, it was mainly stable, medium and small scale upward. Under the support of the rapid rise of Xinjiang’s potash, the signs of follow-up and supplementary expansion have increased, with the performance of enterprises in the North highlighted. At the same time, the orders of some enterprises have been closed, and the orders of a few enterprises can be extended to the first ten days of December, and the orders of some enterprises can be extended to January next year. In the short and medium term, under the support of production cost, the wait-and-see atmosphere of potassium sulfate enterprises is still strong. In December, we focused on the order supply of potassium sulfate enterprises in Northeast China.

3、 Industrial chain

Upstream: potassium chloride has been continuously rising since September. In October, domestic potassium chloride has entered a state of continuous shortage of shipment. November is the “highlight” period of domestic potassium chloride. At present, the market price of 60% crystal of salt lake is mostly 1950-980 yuan / ton, and the price of imported potassium has also risen sharply this month. Due to the relatively high potassium sulfate supply, potassium chloride failed to follow. Recently, under the condition that the price of potassium chloride has reached a relatively high level and the supply of goods continues to be tight, the price of potassium sulfate has begun to keep falling back.

Downstream: the winter storage market is ready to move, and some enterprises have issued winter storage prices, which have been increased more than before. In the aspect of compound fertilizer, after the autumn market, the simple fertilizer changed its fatigued state, which led the compound fertilizer manufacturers to adjust their prices one after another, opening up the situation of winter storage and high opening.

4、 Future forecast

According to the analysts of the business agency, the cost of potassium sulfate raw materials has a certain support, the market is in consolidation operation, the price is stable in a small range, and the downstream demand shows no obvious rebound. It is expected that the market will be stable in the next month.

1、 Price trend

According to the data monitored by the business agency, the domestic carbon black price was 7150 yuan / ton on November 30, with the price range of 100-300 yuan / ton. The carbon black price rose this month.

2、 Market analysis

Upstream and downstream

Since the third quarter, domestic carbon black prices have continued to rise due to the high strength of the tire industry chain and the de capacity and low opening rate of the coking carbon black industry chain. The northern region has entered the heating season, which will have an impact on the operating rate of coal tar carbon black industry. During the autumn and winter of 2020-2021, the air pollution control policies are strict. Some carbon black enterprises in Beijing, Tianjin, Hebei, Fenwei plain and other areas have limited their production load, some large enterprises have started to limit their production by more than 20%, and carbon black enterprises in severe areas have started to limit their production by 50% It is expected that the inventory of carbon black industry will drop to 120000 tons by the end of October, which is 62% lower than that of the same period last year and 22% month on month. The inventory level is expected to continue to decline in the future. The operating rate of downstream all steel tire enterprises in Shandong is about 73%, which is about 5% higher than that of the same period last year. The operating rate of domestic semi steel tire enterprises is about 70%, which is 3% higher than that of the same period last year. In October, Shanxi will further eliminate about 7% of the coking capacity in the province, and will further push up the price of coal tar products in the medium term. At present, the inventory of carbon black industry is lower than the normal level, and the gap between supply and demand in the market is still obvious. Under the background of urgent demand for replenishment of carbon black, the price of carbon black may maintain an upward trend.

Customs data showed that China’s tire export volume in September maintained a double growth on the same month, and the foreign trade export situation was better. In addition, the global tire industry continued to warm up after the third quarter, so the production capacity demand for domestic tire enterprises is still very high.

3、 Future forecast

2020 is about to enter the last month, and the price may be stronger; in 2021, downstream demand will enter the traditional off-season, coupled with the coming Spring Festival holiday, analysts believe that the price of carbon black will rise steadily.

Every year in the heating season, water treatment market is the most dazzling time of the year. In 2020, the situation is special. The “suspension” in the first three months of the first half of the year has brought great pressure on the development of the industry in the second half of the year. The market is not warm and the market is not hot. In this way, the traditional sales season of “gold, nine silver and ten” has even passed, and the time has come to November.

This month is special because it is the beginning of heating season in our north. At this time of year, environmental inspection is particularly strict, and this year is no exception. On November 13, Henan Province, one of the main production areas of water treatment industry, issued the “notice on triggering the seasonal production control work plan of key industries in Henan Province in 2020″, requiring all districts to seriously implement it in combination with the actual situation.

Since then, the relevant water treatment plants in Gongyi City began to stop production, accept inspection and rectification. In particular, the supply side of the water treatment products in this area has given a predictable positive. As of the end of December, the end of the shutdown of this month and a half, if the spot situation is tense, then the market will get the first big positive support.

By the end of November, several manufacturers have issued price adjustment letters, increasing the ex factory price of polyacrylamide by about 5%, or by 500 yuan / ton. As shown in the picture: on November 23, Essen (China) released the product price adjustment letter.

In fact, the price rise of polyacrylamide benefited more from the second favorable support, that is, acrylonitrile rose sharply this month. According to the business association, at the end of October, the domestic mainstream quotation of acrylonitrile was at 9300 yuan / ton. This month, the price of acrylonitrile was raised repeatedly, with a single increase of 400-500 yuan / ton and a monthly rise of 2000-3000 yuan / ton. At present, the mainstream price is about 12250 yuan / ton, and in the last week of this month, the price of acrylonitrile has increased repeatedly The adjustment range is as high as 1950 yuan / ton. In terms of units, Sinopec’s settlement prices for acrylonitrile products sold in November were 9900 yuan / ton in North China and 9850 yuan / ton in East China respectively; Zhejiang Petrochemical’s 260000 ton acrylonitrile unit had a maintenance plan in December, and the specific situation needs to be further determined; Shandong Haijiang chemical’s 130000 ton acrylonitrile unit had a restart plan in December after it shut down in early August; Sinopec’s 240000 ton acrylonitrile plant in Kaohsiung, Taiwan, postponed the restart until November 25, and the plant was shut down for maintenance on October 20. As shown in the picture, Henan Hancheng Environmental Protection Technology Co., Ltd. released price increase information.

Double benefits, sharp increase in cost side pressure, superimposed heating season environmental strict caused by manufacturers to stop production, polyacrylamide price rise power is sufficient.

However, the price of polyaluminum chloride, another important commodity in water treatment, has increased more obviously. According to the survey of business agency, the price of polyaluminum chloride in Henan has increased by about 300 yuan / ton, or 20-25%, this month. Although there is no cost factor caused by the sharp rise of raw materials, polyaluminum chloride is seriously in short supply, and even many companies have indicated that they want to transfer goods across regions Before the market provides the upward momentum support. However, in other regions with sufficient spot, the price rise is not so obvious. According to the price of domestic polyaluminum chloride monitored by the business agency, the price rise in Henan is obvious, while that in Hebei, Shandong, Hunan and other regions is not large.

In the future, the price of polyacrylamide, as the raw material acrylonitrile, rose sharply in the last week of this month, and the manufacturers were constrained by the cost pressure, so the price increase expectation was very strong. In fact, some enterprises issued the price increase letter in December. According to general manager he of Gongyi IKEA purification materials Co., Ltd., the company’s polyacrylamide will still be increased by 500 yuan / ton on December 1. As shown in the picture: on November 27, Essen (China) released the product price adjustment letter again.

In conclusion, according to the analysis of the business agency, in December, the production stoppage caused by environmental protection will continue, the shortage of polyaluminum chloride supply will intensify, and the cost pressure caused by the soaring price of acrylonitrile is difficult to be consumed rapidly in the short term. We expect that the price rise trend of water treatment products in the future market may continue.

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.