1、 Price trend

According to the monitoring data of the business association, as of March 20, the average market price of organosilicon DMC in several major areas monitored by the data was around 17000 yuan / ton, which was about 1200 yuan / ton lower than that a week ago (March 13), with a decrease of nearly 7%.

2、 Market analysis

Product: the silicone market fell again this week. This weak market decline started from the end of February. Influenced by international public events, the orders of silicone DMC have been few since the beginning of the year. However, the inventory accumulation of more than two months has put a lot of pressure on some manufacturers. From the beginning of March, the negative operation has been reduced, the quotation and equipment maintenance have been reduced, and some manufacturers are looking for ways to stimulate shipment In order to find a way out, the price is also falling again and again. At present, the stock pressure of manufacturers still exists, and the export is also declining recently. There are many parking enterprises, so it is difficult to balance the overall supply and demand of the market. Up to now, the market comprehensive quotation has been reduced by 300-500 yuan / ton again. The mainstream quotation of organosilicon DMC manufacturers is around 16500-17800 yuan / ton. The lowest quotation of some manufacturers is even more 16000 yuan / ton. The market price has almost dropped to the low level, and the raw material cost is close to negative. It is predicted that the subsequent decline of organosilicon DMC will be limited. We hope the market will recover soon.

Industry chain: upstream silicon metal market: in domestic aspect, the market supply end is still low, the production reduction in Xinjiang is large, and it is difficult to improve the operating rate in March. It is expected that at the end of the month, some silicon plants in Yunnan will start production. Downstream 107 rubber Market: affected by the decline of raw materials, the price of downstream silicone product 107 rubber will be explored. At present, the market pressure is not small, the terminal recovery is slow, and the downstream demand release is insufficient. At present, the market reference price is around 17500-18000 yuan / ton, and the market is weak as a whole.

3、 Future forecast

According to the analysts of business club, at present, the market of organosilicon DMC has fallen to a low point. Under the pressure of cost, it is expected that there will be limited downward space in the future. The domestic market is gradually returning to normal. After the demand for downstream products has been increasing, it is hoped that the organosilicon market will usher in spring as soon as possible.

According to the monitoring of the business agency, the current price of activated carbon is 11150 yuan / ton, and the price drops.

Products: the price of domestic activated carbon is stable and weak. At present, the ex factory price of activated carbon for coconut shell water purification in East China is about 7000-12000 yuan / ton. The domestic activated carbon market orders on demand, and it will take time for the market to recover.

Industry chain: the cost pressure of coconut shell, fruit shell, charcoal and other main raw materials in the upstream of activated carbon is supported, and the demand is acceptable; the cost support of coal-based carbon raw materials is weak. The downstream power, medicine and other demand industries purchase goods according to the single order. The purchase market of activated carbon for air purification and water purification is favorable. The environmental protection policy promotes the activated carbon market. The downstream factories purchase goods according to the demand, and the market transaction is light.

Forecast: the market of activated carbon lacks good support, and it is expected that the short-term market of activated carbon will be dominated by weak operation.

1、 Melamine price trend:

(Figure: P value curve of melamine product)

2、 Market analysis:

Product: melamine market fell slightly this week. The operating rate of melamine enterprises has gradually picked up, downstream users purchase on demand, buying gas in general, enterprise inventory is still under pressure, and this week some enterprise prices are down. According to the data of the large scale list of business associations, the average price of melamine enterprises on the 20th was 5433.33 yuan / ton, down 1.21% compared with that at the beginning of the week, and the mainstream price of domestic melamine market on the 20th was around 4800-5600 yuan / ton. At present, the mainstream price of melamine market in Xinjiang is around 4800 yuan / ton; the mainstream price of melamine market in Sichuan is around 5200 yuan / ton; the mainstream price of melamine market in Henan is around 5100 yuan / ton. The main quotation of melamine market in Shandong is around 5400 yuan / ton.

Industry chain: in recent (3.9-3.19), the upstream urea price dropped, with a drop of 1.29% in this period. At present, the agricultural demand is weak, the downstream industry is less active in urea procurement, and there is no obvious good support. The downstream procurement is cautious.

Industry: according to the price monitoring of the business agency, there are seven commodities in the list of commodity prices rising and falling on March 19, 2020, among which the top three commodities are isopropanol (3.52%), ammonium chloride (2.85%) and dichloromethane (2.62%). There are 20 kinds of commodities falling on a month on month basis, 3 kinds of commodities falling by more than 5%, accounting for 3.4% of the number of commodities monitored in this sector; the top 3 products falling are ox (- 8.00%), propane (- 6.57%), chloroform (- 5.88%). The average price of this day was – 0.54%.

3、 Future forecast:

According to melamine analysts of the business club, it is expected that in the short term, the melamine market will be dominated by low-level consolidation and operation, and more attention should be paid to the transaction situation in the mainstream market.

On March 17, the sulfur commodity index was 35.85, up 0.37 points from yesterday, down 65.48% from 103.84 (2011-11-02), the highest point in the cycle, and up 39.01% from 25.79, the lowest point on February 24, 2020. (Note: cycle refers to 2011-09-01 to now)

According to the price monitoring of the business agency, the price of sulfur production in East China rose 1.03% to 653.33 yuan / ton on the 17th. The relevant downstream enterprises of sulfur industry resumed construction, the operating rates of monoammonium phosphate and diammonium phosphate enterprises increased, Hubei phosphate fertilizer manufacturers started one after another, the supply of downstream phosphate fertilizer increased, the demand for sulfur was improved by fertilizer spring ploughing, which effectively boosted the overall confidence of the market. The enthusiasm of the downstream market entry procurement is weakened and mainly on demand, the buyer and the seller intend to keep the price difference, and the on-site transaction and investment are mostly stuck on the sidelines. In addition to the price stabilization of individual refineries, the prices of refineries in other regions are increased according to their own shipping situation.

Future forecast: it is expected that the domestic sulfur market will wait and see the finishing operation in the short term.

1、 Price trend

According to the price monitoring of the business agency, the ex factory price of calcium carbide in Northwest China fell slightly this week. This week, the average ex factory price of mainstream carbide manufacturers fell from 2740.00 yuan / ton at the beginning of the week to 2730.00 yuan / ton at the end of the week, a decrease of 0.36%, 3.28% compared with the same period last year. On the whole, carbide market fell slightly this week, with the carbide commodity index at 71.53 on March 13.

2、 Trend analysis

（1） Products:

The ex factory price of calcium carbide in Northwest China fell slightly this week: oveganone’s quotation for calcium carbide this weekend was 2720 yuan / ton, down 30 yuan / ton compared with the beginning of the week; Shaanxi coal industry’s quotation for calcium carbide this weekend was 2580 yuan / ton, temporarily stable compared with the beginning of the week; China United Inner Mongolia’s quotation for calcium carbide this week was 2720 yuan / ton, temporarily stable compared with the beginning of the week; Xingping Ningxia’s quotation for calcium carbide this weekend was 2750 yuan / ton , compared with the beginning of the week, the quotation is temporarily stable.

This weekend, the actual transaction price of carbide in Northwest China is about 2500-2700 yuan / ton: the mainstream transaction price of carbide in Shaanxi is about 2500-2700 yuan / ton; the mainstream transaction price of carbide in Ningxia is about 2700 yuan / ton; the mainstream transaction price of carbide in Inner Mongolia is about 2700 yuan / ton, and the actual transaction price is mainly negotiated.

（2） Industrial chain:

Upstream raw material Market: this week, the ex factory quotation of Lancan is temporarily stable, the quotation of small materials is 730.00 yuan / ton, the quotation of medium materials is 820 yuan / ton, and the quotation of large materials is 880 yuan / ton. The price of raw materials in the upstream is low and consolidated, and the cost support is insufficient, which has a negative impact on the price of calcium carbide.

Downstream market: PVC factory price fell slightly this week. PVC price dropped from 6250.00 yuan / ton at the beginning of the week to 6237.50 yuan / ton at the end of the week, a decrease of 0.20%, down 2.20% year on year. PVC prices in the lower reaches of this week fell, the market trend is low, and the enthusiasm for calcium carbide procurement is also low. As a whole, PVC market this week has a negative impact on calcium carbide prices.

3、 Future forecast

In the middle of March, the market of calcium carbide fluctuated slightly. The price of raw materials in the upstream is low, the cost support is not enough, the price of PVC in the downstream is low, and the procurement enthusiasm of customers in the downstream is low. The future market forecasts that the price of calcium carbide in the northwest may fall slightly in the middle of March.

1、 Price trend:

In the second week of March, the market of PA6 in China fell and the price of PA6 fell in a weak way, according to the data in the bulk list of business agencies. As of Friday, March 13, the main offer price of traders for Zhongzhu 2.75-2.85 was about 12000.00 yuan / ton, down 6.74% from the average price at the beginning of the month.

2、 Analysis of influencing factors:

Recent market news hit, crude oil and chemical negative news continued. As crude oil plummeted, the raw material market fell sharply, and pure benzene is now down a lot. Due to upstream drag, caprolactam enterprises in the upstream of PA6 are under heavy pressure. The operators showed insufficient confidence in the future market, and the merchants reduced their orders; the price of upstream caprolactam fell, but the support for PA6 was poor. At present, the price of PA6 in China not only takes on the decline trend of last month, but also presents a new negative challenge. The inventory consumption of slicing enterprises is not good, the downstream return rate is not high, the range of replenishment is difficult to expand, the demand is still weak naturally, and downstream factories follow the strategy of bargain hunting and appropriate replenishment. The business offers are weak, the space for detailed discussion is large, and the price center inevitably falls. The market atmosphere was cold and trading was slow.

3、 Future forecast:

Business analysts believe that: in the second week of March, the domestic PA6 market fell, and some spot prices fell significantly. The trend of upstream caprolactam is not good, and the support for PA6 cost end is weak. The resumption of downstream factories needs to be further improved and the demand remains low. In recent years, the domestic market atmosphere is cold, and the operators sell at a profit. It is expected that PA6 market will continue weak adjustment in the near future, and it is recommended to operate cautiously.

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: 51-52% powder 3100-3150 in Xinjiang; 50% powder 2460 in Qinghai. Due to the recent market recovery, the overall shipping pressure is not high when the construction is not high. In the short term, the market is mainly stable. Southwest and northwest Mannheim potassium sulfate Market is still stable for the time being, with no major change.

3、 Future forecast

Analysts of potassium sulphate of business association think: it is expected that the price of potassium sulphate will be stable in the short term, and it is suggested to pay attention to the operating rate, fertilizer for spring ploughing and logistics transportation.

1、 Price trend

On March 8, the antimony commodity index was 58.64, unchanged from yesterday, down 42.69% from 102.32 (2012-10-16), the highest point in the cycle, and up 24.82% from 46.98, the lowest point on December 24, 2015. (Note: cycle refers to 2012-09-08 to now).

2、 Market analysis

Upstream and downstream: the price of antimony oxide Market is stable following the trend of antimony ingot on Wednesday. As of Friday, the average price of antimony trioxide is 99.5% at 37000 yuan / ton, and 99.8% at 39500 yuan / ton. The price is stable.

Domestic market: this week’s antimony ingot Market is relatively stable. After the sharp rise in February, this week’s price is relatively stable. The market in Hunan has not yet recovered. In the process of enterprise’s return to work, manufacturers are reluctant to sell. As of Friday, the average price of 2 × low bismuth antimony ingots is 41000 yuan / ton, 1 × antimony ingot is 41500 yuan / ton, 0 × antimony ingot is 42500 yuan / ton, and the average price of 2 × high bismuth antimony ingots is 36500 yuan / ton.

Industry: this week, the basic metals rose first and then suppressed. At the beginning of this week, under the expectation of the Fed’s interest rate cut, the dollar fell sharply, and the low recovery of the basic metals almost all recovered the losses of the previous Friday. However, with the Fed’s unexpected interest rate cut of 50 basis points, the market’s worries about the spread of the overseas epidemic will affect the global economy in the future have been repeated, and the metal surged back.

3、 Future prospects

The spread of global epidemic worries still make market bears ready to move, and guard against the coming of short again. However, as delivery approaches next week, there is a certain degree of resilience in China. The recovery of domestic production may stimulate the increase of bargain hunting, and more basic metals will show a weak and strong feature.

1、 Price trend

Market analysis of potash products

 
According to the data monitored by the business agency, the average factory price of light potash in China this week is 6375.00 yuan / ton, including tax, which is stable. The current price is 7.27% lower than last year.

2、 Analysis of influencing factors

Products: the market of potassium carbonate is stable this week, and the return rate of potassium carbonate enterprises has increased this week, including Jiaocheng County Hesheng Chemical Co., Ltd. and Shanxi Jiaocheng Star Chemical Co., Ltd. which have been back to work. The light potassium carbonate production line of Taiyuan xinyufeng chemical plant has not been started yet; the potassium nitrate has been resumed. The upstream market price of KCl continued to rise, the overall activity of KCl in the North was still higher than that in the south, and the price also showed a significant upward trend. There is a certain price support for potash, the market supply of potash is acceptable, the actual market volume is flat, the downstream purchase volume maintains rigid demand purchase, and the domestic potash market is stable. According to the statistics of the business agency, the main quotation range of domestic industrial grade potassium carbonate this week is about 6200-6600 yuan / ton (the quotation is only for reference), and the quotation varies according to the purchase situation.

3、 Future forecast

According to potash analysts of the business association, the recent consolidation of potash market is the main trend. As a whole, the rise of potash market is a strong support for potash. It is expected that the price of potash in the short term or driven by raw materials will be mainly upward, and the long-term market still needs to wait and see. (the above prices are provided by the major potassium nitrate manufacturers all over the country and analyzed by the potassium carbonate analyst of the business association, for reference only. For more details, please contact the relevant manufacturers for consultation).

On March 2, the TDI commodity index was 58.73, up 0.18 points from yesterday, down 76.32% from 248.02 (2016-10-19), and up 0.31% from 58.55, the lowest point on March 1, 2020. (Note: cycle refers to 2011-09-01 to now)

According to the data in the business club’s bulk list, on the 2nd, the TDI market price in East China was 11100 yuan / ton. Yesterday, the market slightly increased. The factory had a clear attitude towards the market. The industry followed the factory’s policy and was reluctant to sell at a low price. However, the downstream demand recovery was slow, the purchase was limited, and the transaction was rarely heard. At present, 10800-11000 yuan / ton is the reference for domestic delivery with bills, and 11000-11200 yuan / ton is the reference for Shanghai delivery with bills. In terms of nitric acid, the enterprises started work gradually, and the market supply gradually recovered, supported by aniline. However, the nitric acid market demand is limited, coupled with the impact of transportation, and the market demand is general. At present, the average production price in East China is 1500 yuan / ton, down 3.23% from yesterday. In terms of toluene, compared with the previous trading day, Sinopec’s central China enterprises today lowered the price of toluene by about 400 yuan / ton. Affected by market concerns, the international crude oil market continued to decline, and the domestic market toluene price or shock finishing operation.

According to the analysis of the data analyst of the business agency: last week, the domestic market was narrower and stronger, and the factory had a clear attitude towards the market. At present, the logistics is gradually recovering, and the demand may be increased, but the overall downstream inventory is high, the inquiry intention is insufficient, and the wait-and-see attitude is obvious. It is expected that this week’s market interval is mainly sorted out, and the market news is focused.