According to the data monitoring of business society, as of August 23, the reference average price of 30% grade phosphorus ore in the mainstream areas of China was around 563 yuan / ton, which was basically the same as that on August 16, and increased by 13 yuan / ton or 2.42% compared with that on August 1 (the reference average price of phosphorus ore was 550 yuan / ton).

Recently, the domestic phosphorus ore market has continued to operate at a high level

Recently, the overall domestic phosphate ore market has continued to operate at a high level and stably. At present, the overall supply of phosphate ore market is tight, and the site continues to supply orders from old customers. The downstream goods of phosphate rock terminal are well prepared, and the market trading atmosphere is acceptable. Most mining enterprises maintain a high and firm quotation. As of August 23, 28% of Hubei mining enterprises quoted about 570 yuan / ton for phosphate ammonium ore ship board, and 28% of Guizhou mining enterprises quoted about 470-490 yuan / ton for phosphate rock cargo plant, The quotation of 30% phosphate rock freight plant is about 510-550 yuan / ton, that of 28% phosphate rock freight plant of Guangxi mining enterprises is about 460-480 yuan / ton, that of 30% phosphate rock freight plant is about 500-560 yuan / ton, and that of Hebei mining enterprises is about 650 yuan / ton.

According to the business agency, the following is the current price of phosphate rock in some parts of China (for reference only)

product region grade Price remarks

Phosphate rock Guizhou 30% 510-550 yuan / ton Factory price

Phosphate rock Guizhou 28% 470-490 yuan / ton Factory price

Ammonium phosphate ore Hubei 28% 570 yuan / ton Ship board price

Phosphate rock Guangxi 30% 500-560 yuan / ton Factory price

Phosphate rock Guangxi 28% 460-490 yuan / ton Factory price

Downstream Yellow Phosphorus: at present, the supply of downstream Yellow Phosphorus market is tight, and the downstream pre festival goods preparation is started, and the transaction focus of yellow phosphorus market has shifted upward. At present, according to the monitoring data of business agency, the average price of domestic yellow phosphorus is 25166.67 yuan / ton, which is increased by 500 yuan / ton, or 2.03% compared with the previous working day.

Downstream phosphoric acid, the phosphoric acid market continues to be generally stable, some enterprises fluctuate in a narrow range, the enterprise starts tend to be stable, the logistics gradually recovers, the downstream purchase maintains the rigid demand, and the inquiry is higher than that in the early stage, but the market wait-and-see mood remains unchanged, the cost support is strong, and the price trend of phosphoric acid market is strong. According to the monitoring of the business community, the quotation in Sichuan is 6750-7300 yuan / ton, that in Hebei is 7600 yuan / ton, that in Hubei is 7250-8000 yuan / ton, that in Shandong is 7000-7600 yuan / ton, that in Yunnan is 7300 yuan / ton, and that in Jiangsu is 5900-7000 yuan / ton. There is little fluctuation in the price of phosphoric acid in various places.

Forecast and analysis of future trend of phosphate rock

At present, the overall supply of the mine continues to be tight. Individual Guizhou mining enterprises do not quote for the time being, only receive orders from old customers, and the upstream Yellow Phosphorus market also gives market support. Therefore, phosphorus ore analysts of business society believe that in the short term, China’s phosphorus ore market will focus on high-level consolidation and operation.

1、 Price trend

According to the bulk list data of business society, the price of cryolite in Henan remained stable this week. On August 20, the average market price in Henan was 6425 yuan / ton, an increase of 0.39% compared with the quotation of 6400 yuan / ton on August 1.

2、 Market analysis

This week’s cryolite market is mainly wait-and-see. The enterprise starts normally, and the quotation within the week remains stable. The production capacity of individual enterprises is low, the raw materials are tight, and the quotation of cryolite is high. As of the 20th, the ex factory quotation of cryolite in Shandong is 6300-6500 yuan / ton, and the price within the week remains stable; The ex factory quotation of cryolite in Henan is 6300-6600 yuan / ton, and the price is temporarily stable. Domestic cryolite enterprises operate normally in terms of devices, start work stably, the enterprise inventory is OK, and the market supply is tight. At present, cryolite prices are strong, mainly through actual negotiation, the transaction price is low, and the shipment is stable.

In terms of electrolytic aluminum, the market trend fluctuated this week. The price rose first and then fell during the week, with an overall increase of 0.0.30%. The aluminum industry is in the off-season, the demand is general, the social inventory is low, which forms support for aluminum, the market game forms a steady-state shock, and the price range fluctuates at a high level. From the performance of supply and demand, the aluminum market trend continues to fluctuate slightly in the later stage.

3、 Future forecast

The cryolite market operates stably, the enterprise quotation is high and strong, and the downstream demand is stable. At present, there is no other news released in the market. The manufacturer’s mentality is mainly wait-and-see, the shipment is stable, and the short-term cryolite price is strong. It is expected to wait-and-see and sort out the cryolite market in the later stage, and pay specific attention to the downstream demand.

1、 Price trend

According to the bulk list data of business society, the average ex factory price of powdered monoammonium was 3600 yuan / ton on August 16 and 3600 yuan / ton on August 20. The price of monoammonium phosphate was stable this week.

According to the bulk list data of business society, the average ex factory price of 64% diammonium phosphate was 3625 yuan / ton on August 16 and 3625 yuan / ton on August 20. The price of diammonium phosphate was stable this week.

2、 Market analysis

The price of monoammonium phosphate was stable this week, and the operating rate of the enterprise was about 70%, up from last week. The trading of monoammonium phosphate was stable this week, the atmosphere in the venue was flat, and the waiting volume of enterprises decreased. Due to the rising price of raw sulfur, the price of monoammonium phosphate has always been at a high level. At present, the downstream holds a wait-and-see attitude. The factory quotation of 55% powdered ammonium in China is about 3550-3650 yuan / ton. The factory quotation of 58% powdered ammonium is about 3800 yuan / ton.

The price of diammonium phosphate was stable this week, and the operating rate of the enterprise was about 58%, lower than that of last week. The domestic supply is tight, and the order is based on export. The price of raw materials rose and the cost support was strong. The factory quotation of 64% mainstream diammonium in Hubei is 3550-3650 yuan / ton, and that of 64% mainstream diammonium in North China is about 3400-3500 yuan / ton.

At present, the transaction price of raw phosphorus ore market is constantly approaching the high end, and the market price has also risen to the high point. The reference average price in the mainstream areas of 30% grade phosphorus ore in China is 563 yuan / ton. The domestic market of raw sulfur is running at a high level this week. The overall quotation of refineries in various regions increased according to their own shipment, and the solid-liquid sulfur increased by 30-80 yuan / ton at the same time.

3、 Future forecast

The ammonium phosphate analyst of business society believes that although the transaction in the ammonium phosphate Market is flat at present, the cost is supported by the rising price of raw materials. At present, there are still orders to be issued, the supply is insufficient, and the price of ammonium phosphate has always been high and strong. It is expected that the ammonium phosphate market will continue to operate at a high level and stably in the short term.

1、 Polyoxymethylene market price trend chart

Price curve of paraformaldehyde

According to the monitoring of business society, the average price of polyoxymethylene last week was 5333 yuan / ton, and this week (8.16-8.19) the average price was 5366 yuan / ton, up 0.63%.

2、 Market analysis

On August 16, Shandong aldehyde Industry Chemical Co., Ltd. had an annual output of 30000 tons of paraformaldehyde. The ex factory quotation of paraformaldehyde (96) including tax was 5300 yuan / ton, which was flat compared with the last time. On August 17, Linyi Shengyang Chemical Co., Ltd. had an annual output of 9000 tons of paraformaldehyde. The ex factory quotation of paraformaldehyde (96) including tax was 5400 yuan / ton, an increase of 100 yuan / ton compared with the last time. Zibo Qixing Chemical Technology Co., Ltd. has an annual output of 10000 tons of paraformaldehyde. The ex factory quotation of paraformaldehyde (96) including tax is 5400 yuan / ton, which is the same as that last time. Individual enterprises have been boosted by the recent rise of raw material methanol, and the price of paraformaldehyde has been increased. At present, the goods in the paraformaldehyde market are acceptable.

Due to the maintenance of some enterprises, the inventory in the mainland is not high, the supply of goods is tight, and the order volume increases. Recently, the domestic methanol market has risen in a narrow range. According to the monitoring of business agency, as of August 10-17, the average price of domestic methanol production enterprises in Shandong increased from 2565 yuan / ton to 2567 yuan / ton, with a price increase of 0.10% in the cycle, a price increase of 0.88% month on month and a year-on-year increase of 58.49%.

3、 Future forecast

The polyoxymethylene market is acceptable. Recently, the slight rise of raw materials has boosted the market. The polyoxymethylene analysts of the business society expect that the price of polyoxymethylene may rise.

1、 Price trend

According to the bulk data monitoring of business society, as of August 13, the average price of refrigerant R22 was 16500 yuan / ton, up 1.02% compared with the beginning of the week, up 2.06% compared with the beginning of the month, and down 1% compared with the same period last year

According to the bulk data monitoring of business society, as of August 13, the average price of refrigerant R134a was 20500 yuan / ton, which was flat compared with the beginning of the week, down 0.81% compared with the beginning of the month and up 24.24% compared with the same period last year.

2、 Market analysis

The market price of refrigerant R22 rose steadily this week, and the enterprise quotation basically remained last week, and some continued to increase by 500 yuan / ton. The enterprise quotation had little difference and the negotiation profit was small. During the week, the market price trend of raw hydrofluoric acid was mainly stable, while the price of methane oxide stopped falling and rose, and the cost support was gradually strengthened. In addition, due to quota factors, the holders had a strong willingness to support the price. Although the demand continued to be weak, they had little intention to lower the price. Up to now, the market quotation of R22 is mostly in the range of 16000-17000 yuan / ton, about 16500 yuan / ton in Shandong, about 16000-16500 yuan / ton in Zhejiang, about 16500-17000 yuan / ton in Hunan and about 16000-16500 yuan / ton in Guangzhou. The prices in various places have risen steadily.

This week, the market price of refrigerant R134a was temporarily stable, the enterprise basically did not adjust the price, the profit was poor, and R134a hovered at the bottom. During the week, the market price trend of raw hydrofluoric acid was mainly stable, with general support. In addition, the new production capacity entered the market, and the supply was expected to increase. However, the demand continued to be weak. Under the situation of weak supply and demand, R134a market was dragged. Although the industry was willing to support the market, it was difficult to form an obvious inflection point, and the actual transaction was mainly negotiated. Up to now, the market quotation of R134a is mostly in the range of 19000-23000 yuan / ton, that of Zhejiang is about 19000-21000 yuan / ton, that of Hunan is about 19000-19500 yuan / ton, and that of Guangzhou is about 19000-20000 yuan / ton.

region R22 (yuan / ton) R134a (yuan / ton) date

Zhejiang region 16000-16500 19000-21000 August 13th

Shandong region sixteen thousand and five hundred 19800-21000 August 13th

Guangzhou area 16000-16500 19000-20000 August 13th

Hunan region 16500-17000 19000-19500 August 13th

Jiangsu region sixteen thousand 20000-23000 August 13th

In terms of raw materials, on August 13, the domestic hydrofluoric acid market price was mainly stable, the on-site unit operation was stable, the supply of goods was normal, the market price trend of anhydrous hydrofluoric acid was mainly stable, and the recent fluorite price trend was mainly stable, which had a certain supporting impact on the hydrofluoric acid market, but the overall trend remained high, and the operating rate of the downstream refrigerant industry was still at a low level, The actual demand changes little, and the refrigerant market trend has an upward trend recently. It is expected that the market price of hydrofluoric acid may be stable.

Trichloromethane, on August 6, the methane chloride Market in Shandong was divided, and some manufacturers offered adjustment. At present, the mainstream ex factory price of dichloromethane is about 3950 ~ 4040 yuan / ton, the mainstream ex factory price of trichloromethane is 3090 yuan / ton, and the downstream inquiry is light.

3、 Future forecast

Business community refrigerant analysts believe that at present, the demand side continues to be weak. R22 is supported by quotas and the price is strong. It is expected that it is easy to rise but difficult to fall in the short term; R134a’s new production capacity entered the market, and the supply is expected to increase. In the situation of weak supply and demand, there is a lack of favorable guidance, and it is expected to operate stably in the short term.

1、 Price trend

According to the bulk list data of business society, mixed xylene fluctuated lower this week. On August 8, the price of mixed xylene was 5880 yuan / ton; On Sunday (August 15), the price was 5850 yuan / ton, down 30 yuan / ton or 0.51% from last week; Compared with the same period last year, it increased by 66.19%.

2、 Analysis and review

Affected by the epidemic, demand weakened again, coupled with the wide range of crude oil shocks during the week and the uncertainty of cost, the mentality of operators was empty and mixed xylene fell continuously. At present, the price of mixed xylene is mainly affected by crude oil and demand, and the external guidance is limited.

In terms of external market, as of August 13, the price of mixed xylene imported from South Korea was US $818.5/t, down US $1 / T or 0.24% month on month (MOM) on August 6; The reference price of domestic imported mixed xylene was $838 / T, up $4 / T or 0.48% month on month on August 6.

In terms of crude oil, the spread of delta virus has dragged down the market mentality, and the market is worried that the growth of demand will be restrained. However, the decline in U.S. crude oil and gasoline inventories led to a rebound in oil prices. It is reported that the number of active oil rigs in the United States this week increased by 10 compared with last week and 225 compared with the same period last year. On August 6, Brent fell by US $0.11/barrel, or 0.16%; WTI rose US $0.16/barrel, or 0.23%.

In the downstream PX market, the domestic PX price this week was flat compared with last week, at 7300 yuan / ton, an increase of 58.7% over the same period last year. As of August 12, the closing prices in Asia were USD 916-918 / T FOB Korea and USD 934-936 / T CFR China.

In terms of PTA market, PTA in East China fluctuated narrowly this week. On Friday (August 13), the price was 5330.91 yuan / ton, up 0.03% from last week and 46.58% from the same period last year.

In the ox market, the ox price leveled off this week. On Friday (August 13), the ox price in East China was 6300 yuan / ton, up 43.18% year-on-year.

3、 Future forecast

The trend of crude oil is full of uncertainty. Continue to pay attention to OPEC + production increase, U.S. crude oil and refined oil inventory data, global stock market and economic data, the latest epidemic situation and geographical situation.

The weak demand side is difficult to change, the trend of crude oil on the cost side is still uncertain, and mixed xylene is easy to fall but difficult to rise. Continue to pay attention to the trend of crude oil and external market, maintenance and inventory dynamics of mixed xylene unit and the impact of downstream demand on its price.

According to the price monitoring of business agency, the price trend of sulfur (granular sulfur) in East China increased this week. On August 13, the average price of sulfur production was 1686.67 yuan / ton, an increase of 1.20% compared with the price of 1666.67 yuan / ton on August 7.

This week, the domestic sulfur market was sorted upward. The inventory of refineries in various regions in China remained low and the shipment was stable. The downstream factories mainly purchased on demand. The market transaction atmosphere was good and the on-site mentality was wait-and-see. During the week, refining companies in various regions in China adjusted their prices according to their own shipments, with an increase of 20-30 yuan / ton for solid sulfur and 10-30 yuan / ton for liquid sulfur. As of the 13th, the regional prices of sulfur (particles) in China are as follows:

region varieties August 13th

East China Sulfur (particle) 1680-1770 yuan / ton

North China Sulfur (particle) 1540-1650 yuan / ton

Shandong region Sulfur (particle) 1680-1700 yuan / ton

The downstream phosphate fertilizer market is improving, and the prices of Monoammonium and diammonium rise simultaneously. Monoammonium enterprises have sufficient orders, mainly digest early export orders, and accept a small number of new orders. Some enterprises shut down their units for maintenance, the spot supply is limited, and the price remains high. The demand for diammonium is strong. With export orders and domestic demand, enterprises have a large amount to be sent, and the market supply is tight. The future market may continue to rise. Comprehensive phosphate fertilizer market analysis effectively supports the trend of sulfur in the later stage.

According to the sulfur analysts of the business society, the domestic sulfur market is strong at a high level, the production and sales of refineries in various regions are stable, the market trading atmosphere is good, and with the effective support of the downstream phosphate fertilizer market, the operator has a positive attitude. It is expected that the sulfur market will be sorted out and operated at a high level, and pay attention to the follow-up of the downstream.

According to the monitoring data of business society, since August 5, hydrogen peroxide ended its decline, hit the bottom and rebounded, and staged a counter attack. As of August 13, the average market price of hydrogen peroxide rose to 826 yuan / ton, with a price increase of 2.48%.

On August 13, some domestic hydrogen peroxide manufacturers offered as follows:

The quotation of hydrogen peroxide of Luxi Chemical is 800 yuan / ton, an increase of 60 yuan / ton compared with the beginning of August; The quotation of hydrogen peroxide for Hebei Zhengyuan chemical fertilizer is 820 yuan / ton, up 40 yuan / ton compared with that in early August; The quotation of hydrogen peroxide of Anhui Quansheng chemical is 860 yuan / ton, which is under shutdown and maintenance.

The terminal demand has improved, and the inflection point of hydrogen peroxide has arrived

Since the end of July, the terminal caprolactam market has risen, the demand has increased, the hydrogen peroxide market has risen one after another, the performance is not obvious, and it has been beaten back to its original shape after the rise. In August, the first week still maintained a downward trend. At the beginning of this week, the market of terminal paper industry was stable, the caprolactam market was high, the procurement demand recovered, the order volume of hydrogen peroxide increased, the manufacturer’s quotation began to rise, and hydrogen peroxide has reached the inflection point. In the second week, the terminal paper market was driven by the stock market of the Mid Autumn Festival. The price continued to rise, the order volume of hydrogen peroxide increased, and the price continued to rise, with a weekly increase of 1.64%.

Business agency hydrogen peroxide analyst Li Bing believes that: the Mid Autumn Festival is approaching, the terminal paper mill stock market is pulling, and the rise of hydrogen peroxide market can be expected.

Coking coal prices are strong this week (8.9-8.12). According to the monitoring of business society, the average market price at the beginning of the week was 2250 yuan / ton, and the average market price on August 13 was 2400 yuan / ton, with a price increase of 6.67% and a price increase of 77.34% over the same period last year. Coking coal prices are running at a high level.

On August 11, the commodity index of coking coal was 172.20, up 6.15 points from yesterday, a record high in the cycle, up 283.43% from the lowest point of 44.91 on January 28, 2016（ Note: period refers to 2012-09-01 to now)

According to the business society, in terms of supply, coking coal has maintained a strong trend in the near future. In terms of origin, the coal in origin has increased recently, but due to the impact of environmental protection inspection, the supply of coking coal in the main origin is still relatively tight, and some coal mines are dominated by early orders.

Demand: the price in the spot market is temporarily stable today, and the first round of increase is fully implemented. For coking enterprises, there are still production restrictions in Shanxi and Shandong, the local coke supply is slightly tight, and the inventory in the plant is generally low. Coking enterprises in other parts of China started actively, and production and sales were stable. The price of raw coal in the upstream is high, the profit of coking enterprises has declined to a certain extent, and the coke enterprises have a strong attitude of supporting the price. Downstream steel mills have stable demand for coke, the overall coke inventory is slightly low, and there is a demand for replenishment.

According to the coking coal analyst of business society, the coke price is strong, the purchasing enthusiasm of downstream steel mills is not reduced, and the coke still has a strong demand for replenishment of coking coal, supporting the expectation of raising coking coal. It is comprehensively expected that the coking coal price will be stable, medium and strong in the short term, depending on the downstream market demand.

Recent price trend of isooctanol

As can be seen from the above figure, the ex factory price of isooctanol in Shandong this week was temporarily stable. The average ex factory quotation of isooctanol mainstream in Shandong this week was 18700.00 yuan / ton, a year-on-year increase of 167.14% over the same period last year. Overall, the isooctanol market was temporarily stable this week, and the isooctanol commodity index was 137.50 on August 6.

Downstream demand rose, and isooctanol rose again

From the perspective of manufacturer’s quotation, the ex factory quotation of mainstream manufacturers of isooctanol in Shandong this week is temporarily stable: Jianlan chemical’s quotation of isooctanol this weekend is 18700 yuan / ton, which is temporarily stable compared with that at the beginning of the week; Lihuayi offered 18600 yuan / ton of isooctanol this weekend, which was temporarily stable compared with that at the beginning of the week; Hualu Hengsheng offered 18800 yuan / ton of isooctanol this weekend, which was temporarily stable compared with that at the beginning of the week.

From the upstream and downstream industrial chain, the propylene market in the upstream raw material market of isooctanol fell slightly this week. The quotation fell from 7845.82 yuan / ton at the beginning of the week to 7727.64 yuan / ton at the end of the week, down 1.51%, up 12.39% year-on-year compared with the same period last year. The market price of upstream raw materials fell slightly, which had a negative impact on the price of isooctanol due to the impact of supply and demand.

In the downstream market of isooctanol, the ex factory price of DOP fell slightly this week. DOP quotation decreased from 15700.00 yuan / ton at the beginning of the week to 15625.00 yuan / ton at the end of the week, a decrease of 0.48%, an increase of 123.21% over the same period last year. Downstream DOP prices fell slightly, downstream customers’ enthusiasm for octanol procurement weakened, and the demand for isooctanol weakened.

Weak demand and bearish outlook

In mid August, the market trend of Shandong isooctanol may fluctuate slightly. On the whole, recently, isooctanol units have been started successively, the overall operating rate of the isooctanol industry has increased, the downstream market is general, and the demand has weakened. Therefore, the isooctanol analysts of business society believe that the domestic isooctanol market may fluctuate slightly in mid August.