Price: industrial grade lithium carbonate 467000 yuan / ton, battery grade lithium carbonate 489000 yuan / ton

Analysis: the price of lithium carbonate kept rising steadily at the beginning of the week. After March, the lithium salt plant basically resumed normal production, and the market supply increased. However, some lithium salt plants are still in a long order state, and the spot supply is still tight. There is still an increase in the demand of downstream iron lithium and ternary power end, but due to the high price of lithium salt, the procurement state is under pressure, the production scheduling plan is reduced, and the demand is reduced.

Forecast: at present, the supply gap of lithium carbonate still exists, and the goods preparation of downstream enterprises is basically completed in March. It is expected that the short-term price rise of lithium carbonate may slow down.

Trade name: TDI

Latest price (March 7): 19350 yuan / ton

Key points of analysis: today, the average price of TDI market in East China increased by 1.44% compared with the previous working day, and the domestic TDI market is running upward. Last week, there was little change in the start-up of domestic TDI plants, and the spot market was tight. Affected by the situation in Russia and Ukraine, the export orders of terminal products increased, and the downstream market just needed to be followed up. The TDI market offer rose, and the mentality of on-site cargo holders was optimistic. At present, the quotation range of dealers in East China is about 18500-19000 yuan / ton for domestic goods and about 19300-19500 yuan / ton for Shanghai goods.

Future forecast: in the later stage, TDI market will wait and see the sorting and operation, and pay specific attention to the market supply and downstream follow-up.

1、 Price trend

According to the monitoring data of business agency, the average ex factory price of domestic chlorinated paraffin 52 was 6075 yuan / ton on February 28 and 6350 yuan / ton on March 4. The price of chlorinated paraffin 52 increased by 4.53% this week.

2、 Market analysis

The price of chlorinated paraffin 52 rose this week, the market was stable and upward, and some manufacturers raised their prices due to cost pressure. The raw material market trend is upward this week, and the cost side support is good. The inventory of chlorinated paraffin manufacturers is low, and the trading volume on the floor is general. As of March 4, the ex factory quotation of chlorinated paraffin 52 in Anhui is about 6500 yuan / ton, that in Shaanxi is about 6700 yuan / ton, that in Northeast is about 6200 yuan / ton, and that in Shandong is about 6000 yuan / ton.

International crude oil rose sharply this week, and the oil price hit a new high in recent 10 years. In terms of raw material liquid wax, the price of domestic liquid wax is dominant this week. At present, the market atmosphere is good and the manufacturer’s shipment is stable. In the short term, liquid wax mainly rises slightly. In terms of raw liquid chlorine, the domestic liquid chlorine price rose this week, and the on-site trading was stable. The price of liquid chlorine in Shandong increased by about 200 yuan / ton, and the market in other regions was temporarily stable.

3、 Future forecast

Analysts of chlorinated paraffin in business society believe that at present, the price of raw materials is rising and the cost support is strengthened. The production and sales of chlorinated paraffin manufacturers are balanced, and the demand is acceptable. Under the pressure of cost, the price of chlorinated paraffin is mainly high. It is expected that chlorinated paraffin will run steadily and well in the short term. It is suggested to pay attention to the change of raw material price.

Trade name: lithium hydroxide

Latest price (March 3): 430000.00 yuan / ton

On March 3, the market price of industrial grade lithium hydroxide rose, up 1.57% compared with the previous trading day and 56.36% compared with February 3. At present, the price of raw materials is tight, the cost support is strong, the market supply is limited, the demand for downstream high nickel materials is rising, the demand side is good, and the market supply and demand is tight.

It is expected that the lithium hydroxide market may rise in the short term.

Trade name: lithium iron phosphate

Latest price (March 2): 150000.00 yuan / ton

As of March 2, the price of lithium iron phosphate has been running smoothly. Compared with the same period last week, the price is stable, medium and strong, the supply of manufacturers is tight, the supply side is insufficient, the focus of negotiation is high, the overall market negotiation atmosphere is OK, the focus of upstream market is high, the price is high, the lithium iron phosphate Market has certain support, and the overall market is strong.

Future forecast: the price of lithium iron phosphate is expected to be strong in the short term.

On March 1, the rare earth index was 1005 points, an increase of 1 point compared with yesterday, a decrease of 0.20% compared with the highest point of 1007 points in the cycle (2022-02-24), and an increase of 270.85% compared with the lowest point of 271 points on September 13, 2015. (Note: the period refers to the period from December 1, 2011 to now)

The trend of domestic rare earth index is rising, and the price of domestic light rare earth praseodymium neodymium series is rising. The price of praseodymium neodymium oxide is 1.105 million yuan / ton, the price of praseodymium neodymium metal is 7500 yuan / ton to 1.37 million yuan / ton, the price of praseodymium oxide is 1.09 million yuan / ton, the price of neodymium oxide is 1.22 million yuan / ton, the price of metal praseodymium is 1.39 million yuan / ton, and the price of metal neodymium is 1.485 million yuan /, The price of dysprosium oxide fell by 5000 yuan / ton to 3.13 million yuan / ton, the price of dysprosium ferroalloy fell by 15000 yuan / ton to 3.115 million yuan / ton, and the price of metal dysprosium was 3.985 million yuan / ton. The price trend of domestic light rare earth market was temporarily stable, and the recent procurement was general. The price of dysprosium Series in domestic heavy rare earth market fell, the price of terbium series was temporarily stable, the downstream procurement was mainly on demand, and Myanmar banned export, It is expected that the domestic rare earth market price will remain high in the later period.

Trade name: potassium chloride

Latest price (February 28): 4550.00 yuan / ton

On February 28, the domestic market price of imported potassium chloride increased slightly, up 33.33 yuan / ton compared with that on February 25. The self raised price of 62% white potassium in the port is about 4400-4500 yuan / ton, rising slightly. 62% Russian White potassium in border trade is about 4300-4400 yuan / ton, with high consolidation. The ex factory price of potassium chloride in domestic salt lake is 3490 yuan / ton, which is the same as the quotation on February 25. The market price of 60% white potassium of domestic potassium is about 4100-4200 yuan / ton, rising slightly. The downstream potassium carbonate and potassium nitrate Market has been consolidated at a high level recently, and the downstream procurement enthusiasm is good.

Recently, the domestic price of potassium chloride may rise slightly. The ex factory price of salt lake is about 3490 yuan / ton and the import market price is about 4600 yuan / ton.

Acetic anhydride prices fell sharply in February

According to the data monitoring of business agency, the price of acetic anhydride fell sharply in February. As of February 25, the price of acetic anhydride was 6950 yuan / ton, down 25.87% from 9375 yuan / ton on February 1 at the beginning of the month. The actual transaction price fell below 6500 yuan / ton, touching the cost price of some manufacturers.

The price of raw material acetic acid fell sharply

As can be seen from the price trend chart of acetic acid in business society, the price of acetic acid fell sharply in February, down 24.71%. The price of acetic acid fell sharply in February, the market of acetic acid fell, the cost of acetic anhydride fell, and the downward pressure of acetic anhydride increased.

The price of raw material methanol fell slightly

It can be seen from the methanol price trend chart of business society that the methanol price fell slightly in February, down 1.12%. The methanol price fell slightly in February, the methanol market fell, the cost of acetic anhydride fell, and the pressure of acetic anhydride fell was great.

Outlook

According to the acetic anhydride data analyst of business agency, the price of acetic acid fell sharply in February, the price of methanol fell slightly, the cost of acetic anhydride fell, the market of acetic anhydride fell, and the price of acetic anhydride manufacturers approached the cost line. In the future, the demand for acetic anhydride is insufficient and the supply is sufficient. The price of acetic anhydride is close to the cost line, and the falling space of acetic anhydride is limited. It is expected that the market of acetic anhydride will decline slightly in the future.

According to the monitoring of business agency, the price of dichloromethane apron in Shandong Province was 4897 yuan / ton on the 24th, up 0.46% from the previous day. On February 24, Shandong Jinling dichloromethane bulk water was delivered in cash at 4930 yuan / ton. The market offer was slightly adjusted. After the festival, the price of raw material methanol rebounded, and the cost was supported by dichloromethane. However, the supply and demand side is weak, and the dichloromethane market is dominated by small orders.

Future forecast: the cost supports the price of dichloromethane, and the demand is still weak. It is expected that the dichloromethane market will fluctuate widely in the later stage.

Price: industrial grade lithium carbonate 429600 yuan / ton, battery grade lithium carbonate 448000 yuan / ton

Analysis: Recently, the price of lithium carbonate has continued to rise. Due to the continuous outbreak of demand in new energy vehicles, energy storage and other markets, the price of lithium carbonate, as an indispensable raw material in the production and manufacture of four cathode materials, has continued to hit a record high. In addition, due to the relatively long production cycle at the upstream mine, there are obvious restrictions on the increase of lithium salt production. Under the tension of supply and demand, the price of lithium carbonate rises all the way.

Forecast: Although the demand gap for lithium salt in the current market has narrowed, it still exists. It is expected that the transaction of lithium carbonate will be further improved in the future.