This week, the spot tin market price (8.17-8.21) “V” type trend, the domestic market average price at the beginning of the week at 143175 yuan / ton, weekend at 143762.50 yuan / ton, the weekly increase of 0.41%.

This week, Lunxi fell to 16795 U.S. dollars / ton in the opening of the week, and recovered, with the main consolidation of 17500 dollars / ton during the week. During the week, Shanghai tin futures rose by 2050 yuan, or 1.45%, from 141480 yuan to 144540 yuan / ton.

Spot market this week “V” type trend, downstream transactions in general, market trading is relatively cold. The tight situation at the mine end remains unchanged. Myanmar’s ban has been extended to the end of August. The full resumption of production of yinman will be around the beginning of October. Thanks to the increase of tin resource tax to 4% from September 1, 2020, the shipping intention of domestic traders has been improved. In the off-season, the performance of the whole tin industry chain is general, and just in demand procurement is dominant. As of Friday, the price of the domestic main spot to Shanghai tin 2010 contract set price rose by 1000-1500 yuan / ton, the cloud lettered sticker was 500 yuan / ton to Pingshui, and the small brand was 1000-1500 yuan / ton.

According to the price monitoring of the business agency, in the 33rd week (8.17-8.21) of 2020, there are 13 kinds of commodities in the non-ferrous plate with a month on month rise and fall list of bulk commodity prices, with the top three commodities being praseodymium neodymium alloy (4.22%), praseodymium neodymium oxide (3.71%) and copper (3.31%). There were five kinds of commodities that declined on a month on month basis, with dysprosium metal (- 2.95%), dysprosium oxide (- 2.14%) and dysprosium ferroalloy (- 1.36%). This week, the average rise and fall was 0.92%.

In the aftermarket, the business associations believe that most of the downstream industries of tin are in the off-season, and the demand is more general at present. The price of tin spot market mostly follows the trend of futures market. It is expected that the future market will maintain oscillation.

According to the data monitored by the business agency, as of August 21, the average price of domestic power lithium iron phosphate was 37000.00 yuan / ton. The domestic power type lithium iron phosphate ran smoothly with limited demand. Orders increased and the price remained stable.

The market price range of lithium iron phosphate power is 34500-37000 yuan / ton, the price is stable, the supply and demand is balanced, and the demand is general. At present, the price range of energy storage lithium iron phosphate is 28000-31000 yuan / ton, and the average price is about 29500 yuan / ton. At present, the quotation of power type lithium iron phosphate enterprises is 37000 yuan / ton of Guangdong Optical Technology Co., Ltd., 37000 yuan / ton of Foshan Defang Nano Technology Co., Ltd Teri new energy materials Co., Ltd. is 37000 yuan / ton. In the past two years, domestic lithium iron phosphate technology has been continuously improved. Lithium iron phosphate battery has cost advantages. With the continuous breakthrough of lithium iron phosphate density, its safety and recycling have been better played. There is a very broad space for lithium iron phosphate in vehicle market.

The overall operation of upstream lithium carbonate is stable. At present, the mainstream price range of industrial grade lithium carbonate is 33000-37000 yuan / ton, with a slight increase. The mainstream price range of battery grade lithium carbonate is 39000-40500 yuan / ton, and the price remains stable.

On August 20, the commodity index of lithium carbonate was 101.91, unchanged with yesterday, down 74.84% from 405.10 (January 07, 2018), and 3.42% higher than the lowest point of 98.54 on October 16, 2014. (Note: period refers to 2011-09-01 to now)

The chemical index on August 20 was 680 points, up 1 point compared with yesterday, 33.07% lower than the highest point 1016 (2012-03-13), and 13.71% higher than the lowest point 598 on April 8, 2020. (Note: period refers to 2011-12-01 to now)

Business Club lithium iron phosphate analysts believe: lithium iron phosphate market prices remain stable in the short term, just need to purchase. (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

Price: the mainstream quotation of GPPS is 7650-8900 yuan / ton, and that of hips is 8700-9700 yuan / ton.

2、 Market analysis

The market trend is light and the price is stable temporarily. The downstream continues to purchase on demand, and the overall trading performance of the market is poor. Business bearish after the market, the actual operation of more stable down.

3、 Future forecast

PS market runs smoothly, the demand of downstream buyers is not high, in the case of low shipment, adhere to short-term cautious operation. On the other hand, due to some petrochemical factory offers continue to decline, the spot market support is insufficient. It is expected that the PS market will continue to adjust downward.

According to the data monitored by the business agency, as of August 18, the comprehensive price of PC market was 13966.67 yuan / ton. The price of domestic PC market was up, and the overall atmosphere was fair. Compared with the same period last week, the price of PC was up 2.7%, 1.7% compared with the same period of last month, and the overall increase was more than 200 yuan / ton.

The focus of domestic PC market negotiation has shifted upward, and the overall purchasing atmosphere is positive. At present, the operating rate is low and the supply side is tight. The rising trend may continue and can not fall back in the short term. At present, the market price in East China is 13500-15050 yuan / ton, and the middle and high-end prices are between 15000 yuan / ton and 16000 yuan / ton. The overall atmosphere of PC is good, and it may continue to rise in the short term. The latest price of the enterprise is 13500 yuan / ton of Luxi Chemical, 13600 yuan / ton of Lihua yiweiyuan, and 14800 yuan / ton of Shanghai Kesi, with smooth shipment.

The upstream bisphenol market price trend is weak, the transaction atmosphere is not good, and the negotiation atmosphere is cold. The reference price of the East China market is around 9800-9850 yuan / ton, and the profits are mainly sold by single.

On August 17, the chemical index was 677 points, unchanged with yesterday, down 33.37% from the cycle’s highest point 1016 (2012-03-13), and 13.21% higher than the lowest point of 598 on April 8, 2020. (Note: period refers to 2011-12-01 to now)

Business agency PC analysts believe: the PC market is expected to maintain an upward trend in the short term. (the above prices are provided by major PC manufacturers all over the country and analyzed by business PC analysts for reference only. Please contact relevant manufacturers for more price details.)

From August 10 to 14, 2020, the crude benzene market price will be slightly adjusted. The factory price in North China will be at 2492.50 yuan / ton at the beginning of the week and 2481.25 yuan / ton at the weekend, with a weekly decrease of 0.45%.

Summary of price adjustment of pure benzene in Sinopec (North China) in July 2020 (unit: yuan / ton)

Price adjustment amount after date adjustment

August 5 3400 + 100

August 14 3300 – 100

On August 14, 2020, the price of pure benzene of Qilu Petrochemical (Sinopec North China) will be reduced by 100 yuan / ton, and the price will be 3300 yuan / ton after adjustment.

Crude oil rose earlier this week. However, in the second half of the week, major institutions have successively lowered their forecasts for global crude oil demand this year, dragging down oil prices. Compared with August 7, Brent was up $0.255/barrel, or 0.58%, and WTI was up $0.82/barrel, or 1.98%. Compared with December 31, 2019, Brent decreased by 33.33%, and WTI decreased by 30.38%. International crude oil market this week in the overall shock trend. In terms of pure benzene, the external market fluctuated lower this week, and the market confidence was weak. Sinopec lowered the ex factory price of pure benzene by 100 yuan / ton on the 14th, while the pure benzene market this week fluctuated and fell by about 2%. In terms of market supply, the port inventory in East China continued to rise this week. The pure benzene Market in East China remained under pressure, and the crude benzene fundamentals were slightly under pressure. The overall crude benzol Market this week was mainly weak and stable. The bidding price was slightly reduced by 15 yuan / ton, and the price was about 2510 yuan / ton as of Friday.

Downstream: in recent years, there are still a lot of overhauling in hydrogenated benzene enterprises, and the pressure of price rising of hydrogenated benzene enterprises is large, and the support for crude benzene is limited. Upstream: this week, coking enterprises have better profits, higher operating rate, relatively stable crude benzene production and better market supply.

In terms of aftermarket, the business agency believes that the cost pressure of downstream hydrobenzene enterprises is still large, the external pressure of pure benzene market remains, the fluctuation of crude oil price is not good enough, the pure benzene market is under pressure as a whole, and the crude benzene market is expected to stabilize temporarily in the short term.

1、 Price trend

According to the monitoring data of business agency, the average ex factory price of domestic chlorinated paraffin 52 grade I product was 4766 yuan / ton on August 10, and 4733 yuan / ton on August 14, respectively, with the price falling by 0.70% this week. .

The commodity index of chlorinated paraffin on August 14 was 70.47, unchanged with yesterday, 35.60% lower than 109.43 (2013-12-03), and 10.37% higher than the lowest point of 63.85 on September 26, 2016. (Note: cycle refers to 2012-06-01 to now)

2、 Market analysis

Chlorinated paraffin prices fell this week. The factory quotation of chlorinated paraffin 52 in Jiangsu Province is 4600-5200 yuan / ton, that in Hebei Province is 4000-4800 yuan / ton, and that in Henan Province is 4300-5300 yuan / ton. The factory quotation of chlorinated paraffin 52 in Northeast China is 4400-5300 yuan / ton. The factory quotation of chlorinated paraffin 52 in Shandong Province is 4500-4900 yuan / T. The factory quotation of chlorinated paraffin 52 in Northwest China is 4600-5400 yuan / ton. The factory quotation of chlorinated paraffin 52 in East China is 4500-4800 yuan / ton. The factory quotation of chlorinated paraffin 52 in North China is 4200-5000 yuan / ton. The factory quotation of chlorinated paraffin 52 in South China is 4500-5000 yuan / ton.

This week, the overall market of raw materials is stable, with little change. The price of liquid wax is high and stable, or has a downward trend. The trend of raw material liquid chlorine is stable, and some areas are slightly adjusted.

3、 Future forecast

Business Club chlorinated paraffin analysts believe that the current market for chlorinated paraffin raw materials is stable, the downstream demand is slow, and the price is steadily falling. The operating rate of chlorinated paraffin was improved. It is expected that the chlorinated paraffin market will maintain stable operation in the short term.

According to statistics, the price of nylon fiber decreased by RMB 1.2578/t/dty, down by RMB 1.2578/t compared with the same period of last month, and the price of nylon fiber decreased by RMB 1.2578/t compared with the same period of last month.

US crude oil inventory decreased significantly, combined with the weakening of the US dollar, crude oil prices continued to rise, and pure benzene rose. Cyclohexanone in the cost support, the same upward, traders trading atmosphere is relatively stable, price adjustment is not much, more small single transactions. On August 11, Sinopec raised the advance collection price of caprolactam by 100 yuan to 9700 yuan / ton due to the recovery of upstream and holding price.

As of August 12, the price of cyclohexanone increased by 100 yuan / ton or 1.78%, caprolactam price decreased by 150 yuan / ton, or 1.57%, and PA6 decreased by 67 yuan / ton, or 0.61%. Although the raw materials have different degrees of recovery, but the demand of downstream slicing plants is weak, and most of them are based on bargain hunting strategy. The improvement of PA6 trading volume is limited. Businesses are generally bearish on the future market, and the operation of reducing profits and reducing stocks is the main operation. Most nylon manufacturers keep the price for shipment. From the perspective of raw material cost recovery, the price holding situation of manufacturers increases. Some manufacturers have a small price adjustment in July. In August, they cater to the market, and the quotation center shifts downward. Trading is limited, wait-and-see mentality is strong, bargain hunting, small-scale procurement is still the main operation strategy.

Business agency analysts believe that in early August, nylon filament prices continue to be weak adjustment, but crude oil rose steadily, upstream raw material price support is strong, nylon is expected to be stable in the short term.

According to the monitoring of the bulk data of the business agency, due to the impact of enterprise maintenance, the market of ethyl acetate in East China has risen steadily. As of August 12, the average price of enterprises in East China was about 5682 yuan / ton, up 1.47% compared with the beginning of the month and 1.93% higher than the same period of last month.

Affected by the market situation of oversupply and high cost in the early stage, some production enterprises have suffered from passive losses. Recently, the parking and maintenance of ethyl acetate enterprises in Shandong Province has greatly alleviated this situation. The enterprises have raised the factory price in accordance with the trend, while the downstream market has a good buying and rising mentality, so the market trading is gradually active. At present, the East China region is about 5700 yuan / ton, and the North China region is 5400-560 yuan 0 yuan / ton, and 5900 yuan / ton in South China.

In terms of raw materials, the acetic acid market is affected by enterprise overhaul, and the market bearish mentality slows down, and the price of acetic acid stops falling and stabilizes. With the completion of enterprise overhaul and the overall high inventory of the market, negative factors still exist in the future. The ethanol market has been consolidated at a high level, and the raw material corn is still at a high level. Some large factories have successively issued maintenance plans. However, the weak demand in the downstream market has led to a downward trend in the price of ethanol, which is about 6175 yuan / ton at present.

Internationally, the overall performance of international ethyl acetate is relatively stable, among which the port price of European market is about 750 euro / ton; the port price of North American market is about 610-660 US dollars / ton.

According to the analysts of ethyl acetate of business club, the current domestic ethyl acetate Market has a strong wait-and-see atmosphere, and the recent decline in raw material prices does not support ethyl acetate. The active purchasing in the downstream market in the early stage has alleviated the inventory pressure of enterprises to a certain extent. It is expected that the price of ethyl acetate will remain firm in a short time, and it is still necessary to pay attention to the market situation of raw materials and the production situation of enterprises in the future.

According to the monitoring data of business agency, since July, hydrogen peroxide has been on a long decline Road, and the price has been bottoming out all the way. Until August 11, the hydrogen peroxide market rose slightly, but it was still difficult to block the sharp decline. The overall market was still down, and the rebound was weak. The price dropped to 900 yuan / ton. As of August 11, the average price of hydrogen peroxide in the domestic market was 913 yuan / ton, down 12.18% from the price in early July.

Terminal demand falls, hydrogen peroxide falls

Since July, the market of hydrogen peroxide terminal caprolactam has continued to decline, with a decline of more than 9% as of August 11. Due to the poor market, some caprolactam manufacturers have been shut down for maintenance, Pingmei Shenma caprolactam new line is normal, the old line is stopped production. The amount of dioxygen in terminal caprolactam procurement decreased. In addition, there were more rainfall in August, the logistics was blocked, the export volume of hydrogen peroxide decreased, and the demand continued to be weak, so the hydrogen peroxide market was suppressed.

Compared with caprolactam, the other downstream paper industry of hydrogen peroxide also stopped rising in August. Although the paper industry has the idea of rising, the acceptance of the terminal market is low, the market is mainly wait-and-see, and the paper market continues to be weak and stable. From August 1 to 11, the paper price dropped by more than 1.6%. The paper market is weak, the stock volume of hydrogen peroxide in paper mills is general, and the purchasing enthusiasm is declining, so the market of hydrogen peroxide is limited.

Manufacturers have stopped for maintenance and hydrogen peroxide market has recovered

After July, the market of hydrogen peroxide dropped greatly and the terminal demand was poor. In August, in the traditional maintenance season of hydrogen peroxide manufacturers, some manufacturers successively stopped for maintenance. During the shutdown and maintenance of Dezhou Shihua and Anhui quanshengjun, a set of open water Dahua device was started. Due to the manufacturers’ parking for maintenance, the market supply pressure was relieved, and the hydrogen peroxide market was slightly improved this week. Hebei Zhengyuan hydrogen peroxide price rose, with an external quotation of 900 yuan / ton and a price increase of 40 yuan Yuan / ton. Hydrogen peroxide in Anhui is relatively stable, while the market of hydrogen peroxide in Shandong is slightly lower. The mainstream quotation is 860 yuan / ton, and the price is down 20 yuan / ton.

The company’s name rose and fell on August 11 compared with the beginning of August

Shijiazhuang Baipo Zhengyuan fertilizer Co., Ltd. 900 yuan / ton + 40 yuan / ton

Luxi Chemical Group: 860 yuan / ton – 20 yuan / ton

Anhui Quansheng Chemical Co., Ltd. parking maintenance-

Anhui Jinhe Industrial Co., Ltd. 950 yuan / ton unchanged

Shutdown maintenance of Dezhou Shihua Chemical Co., Ltd-

Li Bing, hydrogen peroxide analyst of business club, believes that: some manufacturers of hydrogen peroxide terminal paper industry have issued price increase letters and are eager to increase prices. In addition, hydrogen peroxide manufacturers stop for maintenance, and the profit factor is dominant. Hydrogen peroxide is still expected to usher in an increase in late August, and the price rebound may become an inflection point this week.

According to the monitoring of the bulk data of the business agency, the market of dichloromethane in Shandong continued to rise this week. At the beginning of the week, the average price of dichloromethane in Shandong was about 2180 yuan / ton, and it rose to about 2260 yuan / ton at the weekend, with an increase of 3.67% during the week and 6.6% compared with the same period of last month.

Production capacity and operation of the enterprise

Jinling, Shandong: 440000 tons / year, 80%

Dongying Jinmao 120000 tons / year parking

Luxi Chemical Industry: 400000 tons / year: 50%

Dongyue, Shandong: 280000 tons / year: 60%

Jiangxi Liwen: 120000 tons / year: 70%

Jiangsu Liwen 160000 tons / year full load

Jiangsu Meilan 200000 tons / year 70%

Quhua, Zhejiang: 300000 yuan / year: 70%

Zhejiang Juhua: 300000 tons / year: 50%

This week, the overall market of dichloromethane in Shandong started smoothly, and the market supply improved. Affected by the implementation of export orders in western Shandong, the domestic sales in the region were limited, which was good for the price support of dichloromethane in Shandong. In addition, the downstream market and traders’ replenishment increased, the enterprise inventory pressure decreased, and the overall offer was firm. At present, the price of dichloromethane in Shandong is about 2260-2360 yuan / ton, that of Jiangsu Liwen is about 2850 yuan / ton, and that of Jiangxi Liwen is about 2400 yuan / ton.

In the upstream market, the methanol market is weak and downward. With the gradual recovery of market supply, the market bearish mentality is intensified, at present, it is about 1632 yuan / ton; the liquid chlorine market is gradually weakening, and enterprises are starting to improve, but the downstream market demand has not been followed up, and the price of liquid chlorine continues to decline, with the current average price of 300-600 yuan / ton.

The market of downstream refrigerant of dichloromethane continued to decline, and now it has reached the bottom. The automobile market continues to be depressed, the demand is weak, the market trading center is moving down, and the transaction atmosphere is light. The market supply is sufficient, and there are new production capacity coming into the market. The competition is fierce, and the supply side gradually forms a negative situation, and the price is constantly falling. The pharmaceutical and agricultural solvent industry starts to operate smoothly, and there is insufficient support for dichloromethane.

Business Club methane chloride data analysts believe that, at present, the inventory pressure of dichloromethane enterprises in Shandong is not big, and the enterprises intend to raise the price. However, the downstream market demand is still insufficient. It is doubtful about the intention to accept the high price of dichloromethane. It is expected that dichloromethane will rise steadily in the short term, with little room for growth.