1、 Price trend:

According to the data monitoring of business agency, the quotation of o-benzol Sinopec contract remained stable after the festival. Executed contract price of o-xylene Sinopec as of May 18 four thousand Yuan / ton, compared with the price of benzene at the beginning of the month four thousand and two hundred Yuan / ton price down 4.76% 。 Prices are down from the same period last year 37.50% 。 Ortho benzene market remained stable after falling.

2、 Market analysis:

Crude oil market rebounded sharply

After the festival, the crude oil market recovered and the crude oil price rose sharply; as of May 18, the price of wit crude oil rose in May 49.24% ; Brent crude oil price rose in May 22.92% 。 The sharp rise in international crude oil price is good for domestic crude oil market, the rise in the cost of mixed xylene, the rise in the cost of raw materials for o-benzene and the good for o-benzene market.

Trend of o-benzene industry chain

According to the rise and fall chart of o-benzene industry chain in May, the price of o-benzene raw material mixed xylene rose first and then fell after the festival, and the cost of o-benzene rose in shock; the price of o-benzene fell and then remained stable. In general, the market of ortho benzene has limited positive effects, and the downward pressure of ortho benzene still has a strong upward momentum.

3、 Future forecast:

According to Bai Jiaxin, data analyst of o-xylene of the business association, after the festival, the price of o-xylene raw materials rose, the cost of o-xylene rose, and the growth momentum of o-xylene was strong; for the downstream, although domestic demand recovered, the growth momentum of o-xylene increased. Generally speaking, the good and bad situation of ortho benzene market still exists, and the rising momentum of ortho benzene Market in the future is greater.

1、 Price trend

According to the price monitoring of the business agency, the average price of the mainstream manufacturers of salicylic acid on May 15 fourteen thousand six hundred and sixty-six point six seven Yuan / ton, flat compared with the beginning of the week. On May 14, the chemical industry index was 639, up 1 point from yesterday, down from 1016 (2012-03-13), the highest point in the cycle 37.11% , up from 598, the lowest point on April 8, 2020 6.86% 。 (Note: cycle refers to 2011-12-01 to now)

2、 Market analysis

Product: the trend of salicylic acid is stable this week. At present, the market atmosphere is better, the raw material end is strongly supported, the confidence of the industry is enhanced, the export situation of salicylic acid is better, but the shipment volume is not up to the expectation, and the follow-up ability is insufficient. Salicylic acid was dragged down by demand, and there was no real support for the price rise. This week’s trend maintained stable operation. As of May 15, the industrial price of chemical salicylic acid in Maoyuan, Zhenjiang is about 15000 yuan / ton, the pharmaceutical price is 24000 yuan / ton, and the sublimation price is 22000 yuan / ton. The industrial price of salicylic acid is about 14000 yuan / ton, the pharmaceutical price is 29000 yuan / ton, and the sublimation price is 20000 yuan / ton. The industrial price of salicylic acid in Shandong Longxin pharmaceutical industry is about 15500 yuan / ton, the factory price of pharmaceutical grade is about 25300 yuan / ton, the factory price of sublimation grade is about 18300 yuan / ton, and the factory price of methyl salicylate is about 24300 yuan / ton. The industrial price of Shandong new hualongxin salicylic acid is about 15000 yuan / ton, the pharmaceutical price is 24000 yuan / ton, and the sublimation price is 18000 yuan / ton. The prices of all enterprises have not been adjusted yet.

Industry chain: this week, phenol market was affected by poor demand in the downstream, which stopped rising and turned down. At present, the reference offer in East China market is 6600 yuan / ton. The market atmosphere is light. The daily opening and early offer of the carriers are low, but the demand is still sluggish. In the atmosphere of buying up and not buying down, in addition to the high price of phenol in the early phenol rising market, the terminal participation enthusiasm slows down, and the trading is poor. According to the monitoring of the business association, the listing price of petrochemical manufacturers has remained stable at 6900-7000 yuan / ton. However, the prices of major markets were lower. The prices in East China were 6600-6650 yuan / ton, South China 6850 yuan / ton, and Shandong and Yanshan surrounding areas were relatively stable at 7000 yuan / ton. The market fell 150-350 yuan / ton this week.

3、 Future forecast

According to salicylic acid analysts of business club, at present, the raw material end is strongly supported, but the demand end is not enough to follow up, and it is expected that the market of salicylic acid will maintain stable operation in the short term.

According to statistics, the domestic market price of hydrofluoric acid keeps falling. As of May 12, the market price of hydrofluoric acid is 8850 yuan / ton, which is lower than the price trend at the beginning of the year 13.57% , down year on year 18.13% , lower than the price trend on May 12, 2018 7.17% , the market price of hydrofluoric acid keeps falling, reaching a new low of two years.

Products: in recent years, the price of hydrofluoric acid in China has declined unilaterally. The goods in the hydrofluoric acid yard are generally sold. The domestic spot supply of hydrofluoric acid is sufficient. However, the demand of the downstream refrigerant industry is not good. The market price of hydrofluoric acid has declined significantly. In addition, the price of raw material fluorite has declined. The market price of hydrofluoric acid has been affected by certain negative effects. The price of hydrofluoric acid in China has declined significantly. As of May 12, the southern region The mainstream of hydrofluoric acid negotiation is 7500-8500 yuan / ton, and the price of hydrofluoric acid in the northern market is 7500-9000 yuan / ton. In recent years, the price of hydrofluoric acid in the domestic market has dropped sharply. The downstream refrigerant industry purchases on demand. The operating rate of the refrigerant industry is low, and the delivery of hydrofluoric acid manufacturers is poor. Some manufacturers report that the price continues to fall in the near future, and some manufacturers report that the loss is serious. The market of hydrofluoric acid has many advantages and disadvantages, and the market price of hydrofluoric acid has hit a new low in two years.

Industrial chain: from the industrial chain diagram, it can be seen that the price of upstream and downstream products of hydrofluoric acid will decline in varying degrees in 2020, and the price of upstream fluorite will drop significantly 10.94% As of the 12th day, the factory price of fluorite is two thousand five hundred and seventy-seven point seven eight RMB / ton, the supply of fluorite in China is sufficient, the price of fluorite drops sharply, and the fall of upstream cost price has a certain negative impact on the hydrofluoric acid market The grid is affected to lower. In the near future, the price of refrigerant products keeps falling. As of December 12, the price of domestic R22 products is fourteen thousand eight hundred and thirty-three point three three RMB / ton, R134a price is twenty-one thousand six hundred and sixty-six point six seven Yuan / ton, the recent automobile industry sales downturn, the terminal downstream refrigerant market trend is poor, the demand for refrigerant continues to decline, foreign special events are serious, the refrigerant terminal export is not smooth, mainly for the domestic market, but the domestic air conditioning industry started Low level, weak after-sales demand for maintenance, overall, domestic and foreign demand are less than expected. At present, the refrigerant R22 manufacturer’s load is reduced, the inventory is in a reasonable range, and the price pressure is reduced due to the drag of demand. However, the situation of market price or not is obvious. The price mainstream of domestic large enterprises is 14000-17000 yuan / ton. The price trend of R134a market in China is declining, and the unit operation rate of production enterprises remains low. At present, the downstream operation is not high, and the demand for R134a is cold. In the near future, the downstream industry purchase is not active, and the price drops slightly. The downstream demand is poor, the price of refrigerant products continues to fall, and the price of hydrofluoric acid market is affected by the negative air.

Industry: in the near future, the upstream raw material fluorite and hydrofluoric acid market has sufficient spot supply. In addition, the downstream refrigerant industry purchases on demand, the price trend of hydrofluoric acid market has declined.

In the near future, the operation rate of domestic refrigerant units has been kept at a low level. The demand for hydrofluoric acid market is general, and there is strong downstream resistance. In addition, the price of fluorite has been greatly reduced. Chen Ling, an hydrofluoric acid analyst at the business club, believes that the market price of hydrofluoric acid may continue to be slightly lower.

1、 Market price trend of POM

Price curve of POM

According to the monitoring of the business agency, the average price of POM (96) in Shandong over the weekend is 4333 yuan / ton, which is temporarily stable.

2、 Market analysis

Products: Shandong aldehyde Chemical Industry Co., Ltd. has an annual output of 30000 tons of polyoxymethylene. The ex factory quotation of Polyoxymethylene (96) is 4200 yuan / ton, which is the same as last week. Linyi Shengyang Chemical Co., Ltd. has an annual output of 9000 tons of polyoxymethylene, and the ex factory quotation of Polyoxymethylene (96) is 4200 yuan / ton, which is the same as last week. Zibo Qixing Chemical Technology Co., Ltd. has an annual output of 10000 tons of POM, and the ex factory quotation of POM (96) is 4600 yuan / ton, which is the same as last week. The price of POM is stable temporarily.

Industrial chain: upstream methanol situation. In April, the domestic methanol market rebounded and still fell. According to the price monitoring of business association, the average price of domestic methanol market at the beginning of the month is 1600 yuan / ton, and the price of domestic methanol market at the end of the month is 1657 yuan / ton, up 3.59% in the month, with a maximum amplitude of 11.88%, and the price is 23.76% lower than the same period last year.

3、 Future forecast

Polyformaldehyde analysts of business association think: polyformaldehyde or maintenance of stable operation is the main.

1、 Price trend

According to commodity data monitoring, the price of Yungui yellow phosphorus decreased this week. At the beginning of the week, the average price of yellow phosphorus was 17900 yuan / ton, and at the end of the week, the average price was 17800 yuan / ton. The price decreased within the week by 0.56%.

2、 Market analysis

Product: yellow phosphorus market price is down this week. At present, the operating rate of yellow phosphorus market has slightly increased. After the festival, the spot market is still tight, compared with before the festival and slightly improved, and the price of yellow phosphorus slightly fell. At present, the main quotation of yellow phosphorus in Yunnan is about 17300-17800 yuan / ton. The quotation in Guizhou is about 17600 yuan / ton. The quotation in Sichuan is about 17500-18000 yuan / ton. The overall market performance is average, the downstream procurement is more cautious, and traders mainly wait and see.

Industrial chain: upstream, the overall stable operation of phosphorus ore market is the main. At present, the quotation of 30% ammonium phosphate ore car plate in Guizhou is about 330-360 yuan / ton, and the actual transaction reference is about 320-340 yuan / ton, and the actual single price is mainly negotiated. The downstream phosphoric acid market is relatively stable, and in the short term, the phosphoric acid market is mainly weak and stable.

3、 Future forecast

According to the yellow phosphorus analyst of the chemical branch of business society, the yellow phosphorus market price fell this week, the overall market trading of yellow phosphorus was average, the spot tension slightly improved, the downstream procurement was more cautious, and the traders mainly watched. It is expected that the price of yellow phosphorus will be weak in the near future.

1、 Price trend

In April, the domestic market of dimethyl ether changed too fast, and the overall market still fell. At the beginning of the month, the average price of domestic DME market was 2590.00 yuan / ton, and at the end of the month, the average price was 2496.67 yuan / ton, with a drop of 3.6% in the month, 27.21% lower than the same period last year.

2、 Influencing factors

Product: the market of dimethyl ether fell in April, and the atmosphere of market transaction was better in the early stage and lighter in the later stage. As of April 30, there is no price for the parking of DME devices in Yutai, Shandong shengdeyuan, Henan Yima Xinyuan and Shanxi orchid company. The ex factory price of DME of Henan Lankao Huitong Chemical Co., Ltd. is 2520 yuan / ton, the ex factory price of DME of Henan xinlianxin Chemical Industry Group Co., Ltd. is 2490 yuan / ton, and the ex factory price of DME of Henan Shengxin Biotechnology Co., Ltd. is 2480 yuan/ The factory price of dimethyl ether of Hebei Jichun Chemical Co., Ltd. is 2600 yuan / ton.

Market: at the beginning of the month, DME market as a whole is the main actor. The international crude oil soared, driving the cost of methanol and liquefied gas up. In addition, the downstream storage and replenishment operations after the Qingming Festival were more active in entering the market, the manufacturers shipped more smoothly, the inventory was released, and the price continued to push up. On September 9, the international crude oil fell, which depressed the market to a certain extent, and the price fell slightly. However, the liquefied gas continued to push up driven by the sharp rise of propane, and the price difference between gas and ether gradually opened, which again brought benefits to the dimethyl ether Market. The dimethyl ether took advantage of the rising trend, and Henan xinlianxin increased the price for four consecutive days. However, the rise was short of substantial positive results. Subsequently, with the sharp fall of liquefied gas, DME followed the decline, and the price fell sharply in the short term. With the completion of a new round of replenishment in the downstream, the market has been closed for a long time, and the mentality is more cautious. In addition, with the continuous bottoming of cost methanol, the market transaction atmosphere has become weak, and the decline of dimethyl ether is hard to change. On the 23rd, under the favorable rebound of international crude oil, the liquefied gas market rose slightly, while dimethyl ether only stopped falling and stabilized, and then rose slightly. But it ended down again at the end of the month.

Industry: according to the price monitoring of the business agency, there are four commodities in the list of price rise and fall of bulk commodities in April 2020, among which the top three commodities are liquefied gas (4.99%), MTBE (4.92%) and methanol (3.59%). There are 12 kinds of commodities falling on a month on month basis, with 6 kinds of commodities falling by more than 5%, accounting for 37.5% of the monitored commodities in the sector; the top three products falling are WTI crude oil (- 25.05%), asphalt (- 23.39%) and naphtha (- 18.96%). This month’s average rise and fall was – 6.46%.

3、 Future forecast

The price of domestic methanol continued to decline in late April, and the international oil price fell to a negative number in April. Market panic spread and investors’ interest was not high. The civil use of liquefied gas is also vulnerable to the impact of crude oil, but at present, the terminal market is mostly recovering, the demand for catering industry has increased, to some extent, it has been supported, and the price of dimethyl ether has dropped to a relatively low level, with limited space for decline. It is expected that the dimethyl ether Market as a whole may rise slightly.

1、 Price trend

According to the data of the bulk list of business agencies, the market of PA66 in China continued to be weak in April, and the price of PA66 decreased slowly throughout the month. As of Thursday, April 30, the average price of the mainstream offer of PA66 is about 20050.00 yuan / ton, 8.24% lower than the average price at the beginning of the month.

Analysis of influencing factors:

PA66 upstream adipic acid market after March’s market plunge, the current price is low. Most of the spot price adjustments are weak. Influenced by the sharp reduction of settlement price and listing price in April by the manufacturer, the price of adipic acid is generally reduced through the price offer. At present, the market is still generally affected by public health events at home and abroad, and the supply and demand are not prosperous. Most of the manufacturers are still bullish, however, they still maintain a high rate of start-up. Although most of the dealers have returned to normal delivery, they still haven’t reached the level of delivery before the epidemic, which leads to the gradual increase of inventory pressure of the manufacturers. On the cost side, in mid April, the price of pure benzene was affected by the rebound of crude oil at that time, showing a significant rebound, but still at a low price. In addition, the delay of cost conduction did not bring fundamental benefits to adipic acid. The downstream construction load still needs to be further improved, and it is difficult to expand the demand side. At present, the whole chemical industry market is impacted by the background of low oil price, and the market confidence is generally lax. The upstream bad is still an important factor restricting the adipic acid market, more importantly, affected by weak market demand, foreign orders shrink sharply, and adipic acid export is hit. It is predicted that the price of adipic acid will not improve in the near future;

The upstream adipic acid gave poor support to the PA66 cost side, and the market price of PA66 continued to weaken throughout April, with a negative market side. On the supply side, PA66 spot showed consistent adequacy, and the starting load of downstream plants was low. The background of imbalance between supply and demand remains unchanged. Moreover, PA66 plastic products are in the off-season of consumption recently, which is difficult to boost the market. The on-site trading is just in need, with few trading information and no large-scale stock.

Future forecast:

Business analysts believe that: in April, the domestic PA66 market continued to adjust its weak position. The spot price of adipic acid in the upstream is low, which is not good for PA66. The return rate of downstream factories needs to be improved. The replenishment operation is rigid and the demand is very limited. The market atmosphere is oversupplied, and the industry has insufficient confidence in the future market. It is expected that PA66 market will not improve in the short term.

1、 Overall trend

This week (4.26-30) polyethylene showed an upward trend, and the overall trading atmosphere of the market was general. As of April 30, the average ex factory price of LLDPE 7042 in East China was 6300 yuan / ton, up 0.53% from the beginning of the week; the average ex factory price of LDPE 2426h in East China was about 7325 yuan / ton, up 0.34% from the beginning of the week; the average ex factory price of HDPE 5000S in East China was 7050 yuan / ton, up 0.95% from the beginning of the week; the big PE varieties increased by 50-200 yuan / ton on Wednesday.

2、 Market analysis

Upstream: crude oil fell first and then rose this week. On April 27, the global crude oil inventory remained high, the market was still worried that the reduction of production was not enough to offset the decline of demand, and the international oil price fell sharply. WTI 06 fell $4.16/barrel at 12.78, while Brent 06 fell $1.45/barrel at 19.99. China’s SC crude oil futures fell 11.1 yuan to 235.1 yuan / barrel in 2007. On April 29, overseas countries plan to gradually relax the epidemic control to boost demand. The market expects OPEC + joint production reduction to be implemented in May, and the growth rate of US commercial crude oil inventory is lower than expected. International oil prices have risen sharply. WTI 06 rose $2.72/barrel at 15.06, while Brent 06 rose $2.08/barrel at 22.54. China’s SC crude oil futures rose 13.5 yuan to 243.5 yuan / barrel in 2007.

Factory trends: at the beginning of the week, linear futures soared, which was good for the market. Most petrochemical enterprises raised the factory price by 50-100 yuan / ton. However, the international crude oil plummeted, and the futures also fell sharply, which to a certain extent hit the confidence of the industry. The market transaction atmosphere was light, and the PE market rose weakly. The price of petrochemical enterprises is stable, which supports the market to a certain extent. The mood of the businessmen is general, and more stable shipments. Late week, near the May Day holiday, there are replenishment operations in the downstream before the festival, the market transaction atmosphere is better than that in the earlier stage, and the price is mainly arranged horizontally.

Futures trend: the futures market fell in shock this week, which to some extent depressed the spot market. On April 30, the opening price of polyethylene futures l2009 was 6150, the highest price was 6190, the lowest price was 6020, the closing price was 6180, the former settlement price was 6110, the settlement price was 6110, up 70, or 1.15%, the trading volume was 423283, the position was 328375, and the daily increase was – 10925. (quotation unit: yuan / ton).

3、 Future forecast

The sharp rise in international crude oil has brought certain benefits to the market. The linear futures market fell in shock, which depressed the market mentality. At present, the peak season of plastic film demand has passed, the off-season is coming, and the terminal demand is expected to decrease. At the end of the month, petrochemical enterprises issue the price at the beginning of the next month, and the three kinds of PE drawing are all lowered, and the market atmosphere remains to be seen. Polyethylene market is expected to decline in May.

1、 Price trend

 
2、 Market analysis

Mannheim potassium sulfate factory: about 2700 for 50% powder; about 2800-2850 for 50% particle and 52% water-soluble powder. Report station of potassium sulfate manufacturer in water salt system: Xinjiang 51-52% powder 3100-3150; Qinghai 50% powder 2300-2380. The price of Mannheim potassium sulfate in Sichuan Province is still at the top of the domestic market. The factory price of 52% of all water soluble powder is about 2950 yuan / ton, but the local price is also slowing down from the trend. The potassium sulfate manufacturers in Qinghai water salt system started well, and the sales pressure was not large for the time being. However, the enthusiasm of the downstream payment customers to pick up the goods was obviously weakened, which was also caused by the impact of the environment. At the present stage, the market is dominated by early orders, with few new orders clinched. Some manufacturers are under certain pressure in sales. The high-end transaction price has a large margin of preference, and the market remains stable in the short term. Currently, the factory price of 50% powder of Mannheim type potassium sulfate in North China is mostly about 2650-2750 yuan / ton, and the factory price of 50% grain is mostly about 2700-2900 yuan / ton. The transaction can be negotiated. Except for potassium chloride, other influencing factors in the potassium sulfate Market have not changed much. The trend in the later stage can only be determined by referring to the potassium chloride market, so the downward trend is also obvious.

3、 Future forecast

In general, the potassium sulfate Market is also concerned about the potassium chloride contract, and some manufacturers have said they are preparing for falling prices. According to the analysis of potassium sulphate of the business association, the market of potassium sulphate in the current form is not optimistic, and the market is mainly conservative before the big contract comes out.

1、 Price trend

According to the monitoring data of the business association, as of April 26, the average market price of organosilicon DMC in several mainstream areas monitored by the data was around 14633 yuan / ton, slightly increased by about 33 yuan / ton compared with the lowest price of this week (reference 14600 yuan / ton on April 21); decreased by about 570 yuan / ton compared with the beginning of the month (reference 15200 yuan / ton on April 1), The decrease was 3.5%.

2、 Market analysis

Product: in late April, the overall market of organosilicon DMC is still weak and low-level operation. Influenced by the factors such as the slight recovery of the downstream market of silicone rubber, the price of some low-end quotations increased slightly last week, with the adjustment range of around 100-200 yuan / ton. The slight price increase of some manufacturers has not played a certain role in boosting the terminal market, and the downstream wait-and-see attitude is still the same. We are purchasing on demand Be careful of hoarding. In the early stage, the bidding game of the factory has eased the inventory to a certain extent. At present, the market has mostly stabilized operation, and another regulation of the market is closely related to the operating rate. In the future, the operating rate of the single factory still needs to be paid attention to. As of April 26, the mainstream market of organosilicon DMC was weak and volatile, with the mainstream reference of 14500-15300 yuan / ton and the low-end quotation of 14100 yuan / ton.

Industry chain: upstream silicon metal market: at present, export transactions are still light, foreign trade market is weak, spot trade of port traders is not hot at present; domestic trade and investment are relatively improved compared with the previous period. On the 26th, the market price of ᦇ 441 silicon in Huangpu port area was stable, with the current price range of 10800-10900 yuan / ton and the average market price of 10850 yuan / ton; the market price of ᦇ 441 silicon in Tianjin port area was stable, with the current price range of 10800-10900 yuan / ton and the average market price of 10850 yuan / ton; the market price of silicon in Kunming area was stable, with the current price range of 10600-10700 yuan / ton and the average price of 10650 yuan / ton; the fourth Sichuan metal silicon market silicon price is stable, the current price range is 10500-10600 yuan / ton, the average price is 10550 yuan / ton.

3、 Future forecast

It is expected that in the near future, organosilicon DMC will mainly maintain stable operation, and the downstream market will slowly pick up in recent days, or it will drive the market of organosilicon DMC to steadily improve.