1、 Price trend

According to the data of the large scale list of business agencies, the price trend of domestic TDI market is stable this week. The average price of East China market in this week is 11700.00 yuan / ton, which is stable compared with the price of 11700.00 yuan / ton last weekend, down 18.37% year on year.

2、 Market analysis

Products: this week, the domestic TDI market was stable and sorted out. The on-site spot delivery and investment were light, most of the operators entered the holiday state, and the shipping enthusiasm was general. Before the year, most of the logistics had been shut down, and the downstream successively shut down and delisted. The on-site delivery and investment atmosphere was light. By the end of July 17, China’s domestic goods delivered with bills had a reference price of 11400-11600 yuan / ton, while Shanghai’s goods delivered with bills had a reference price of 11700-11800 yuan / ton.

Industrial chain: in terms of nitric acid, the price is temporarily stable this week. The average ex factory price in East China is 1583 yuan / ton in the week. The market of nitric acid industry is sluggish, the demand is not improved, the quotation of enterprises is basically stable, and the price trend is weak. It is expected that the nitric acid market will continue to be weak. In terms of toluene, affected by the easing of us Iraq relations and the factors of long holiday approaching, the market continued to adjust to a slight downward trend. At present, the mainstream price in East China is about 5600 yuan / ton. Affected by the approaching Spring Festival holiday, the toluene market is expected to continue to fluctuate steadily next week.

3、 Future forecast

According to the analysis of the data manager of the business agency, the TDI market is generally stable, the atmosphere near the holiday is light, the enthusiasm of dealers and downstream trading is gradually declining, the inquiry and purchase are weak, and the transaction is rare, waiting for the information guidance after the year. TDI market is expected to stabilize before the festival and pay attention to the factory news.

1、 Price trend

According to the bulk data list of business agency, the average price of domestic phosphoric acid on January 20 was 5316.67 yuan / ton, which was the same as the previous day, up 23.17% compared with the same period last year. On January 19, the phosphoric acid commodity index was 116.58, unchanged from yesterday, down 9.60% from the highest point in the cycle of 128.96 (2019-07-25), and up 27.90% from the lowest point of 91.15 on October 13, 2016. (Note: cycle refers to 2011-09-01 to now)

2、 Market analysis

Products: before the Spring Festival, the phosphoric acid market is in a weak and stable operation, with few market trading and limited trading volume. Enterprises have holidays one after another, and the market is in a closed state, with price consolidation as the main factor and little change. According to the monitoring of the business association, as of January 20, the average market price of 85% industrial purified water phosphoric acid was about 5316.67 yuan / ton, and the mainstream price was about 4700-5700 yuan / ton, with stable prices in all regions.

Industrial chain: at present, yellow phosphorus enterprises basically stop trading, and the operating rate is decreasing. According to the yellow phosphorus analyst of the chemical branch of business society, the yellow phosphorus trading will gradually decrease until the end of the year, and the price reference is not significant. At present, yellow phosphorus driving is common in all regions, and the recent focus is on the market start-up after the Spring Festival. In the near future, the phosphorus ore market was light before the year, and it is expected that the phosphorus ore market will remain relatively stable before the festival, and the market fluctuation will not be too large. The phosphate market remained stable for the time being, with limited market start-up.

Industry: according to the price monitoring of the business agency, in the 2nd week of 2020 (1.13-1.17), there are 2 kinds of rising commodities, 1 kind of falling commodity and 2 kinds of rising and falling commodities. The main commodities that rose were yellow phosphorus (0.60%) and phosphoric acid (0.31%); the main commodities that fell were monoammonium phosphate (- 0.87%). This week’s average was 0.01%.

3、 Future forecast

According to phosphoric acid analyst of business and chemical branch, the market turnover is limited near the Spring Festival, and it is expected that the price trend of phosphoric acid will still run smoothly before the festival.

On January 19, the hydrofluoric acid commodity index was 92.92, unchanged from yesterday, down 33.83% from 140.43 (2018-02-21), the highest point in the cycle, and up 73.39% from 53.59, the lowest point on November 30, 2016. (Note: cycle refers to 2011-09-01 to now).

According to statistics, the price trend of domestic hydrofluoric acid market is temporarily stable. Up to now, the price of domestic hydrofluoric acid market is 10240 yuan / ton, and the operation rate of domestic hydrofluoric acid is less than 60%. The enterprise reflects the current spot supply of hydrofluoric acid in the field. In the near future, the market of hydrofluoric acid in the field has improved. Because the downstream demand change is not big, the price trend of hydrofluoric acid manufacturers is stable, and the price of hydrofluoric acid is stable The market price is stable for the time being. At present, the mainstream of hydrofluoric acid negotiation in the south is about 9500-11000 yuan / ton, and the price of hydrofluoric acid in the north market is 9500-10500 yuan / ton. The price of domestic hydrofluoric acid market remains volatile, and the spot goods supply place, but the demand situation has not been clearly improved, and the price of hydrofluoric acid market is under great pressure.

The price of fluorite in the upstream market remained fluctuating. As of the 19th, the price of fluorite was 2894.44 yuan / ton. The fluctuating price of raw materials in the upstream brought a certain cost support to the hydrofluoric acid market. The price of hydrofluoric acid market was affected by the price support of raw fluorite. In the near future, the transaction market of the downstream refrigerant market of the terminal is temporarily stable. At present, the automobile industry has entered the cycle of goods preparation. The supply of R22 in China is tight. The price trend of R22 in the domestic refrigerant market is stable. The starting load of the manufacturer’s production units is still not high. The supply capacity of the market sources has declined. The downstream air-conditioning manufacturer has maintained the demand, but the supply is tight. The price mainstream of the domestic large enterprises is 1 4500-18500 yuan / ton. The price trend of domestic R134a market is temporarily stable, and the unit operating rate of production enterprises remains low. At present, the automobile industry has entered the stock cycle, and the demand for R134a has slightly improved. At present, the supply of R134a in the market is slightly tight, and the price remains high, the downstream market changes little, and the price trend of hydrofluoric acid market is temporarily stable.

Generally speaking, the turnover in the refrigerant market is not very big. For the upstream hydrofluoric acid market, purchasing is on demand. However, with the decrease of fluorite supply, the cost is supported to some extent. Chen Ling, an analyst of the business club, thinks that the market price of hydrofluoric acid may remain stable.

1、 Price trend

According to the data monitoring of the business agency, on January 17, the domestic phosphorus ore market was weak and stable. In several sample areas, the comprehensive average price of the initial and high-end phosphorus ore was around 403 yuan / ton. Compared with that in winter (November 1), the price decreased by 20 yuan / ton, down 4.72%, and the price was basically stable compared with that half a month ago (January 1). On January 17, the phosphorus ore commodity index was 74.01, unchanged from yesterday, 37.17% lower than the highest point in the cycle, 117.80 (2012-07-09), and 44.04% higher than the lowest point, 51.38 on December 24, 2018. (Note: cycle refers to 2011-09-01 to now)

2、 Market analysis

Products: the pace of the Spring Festival in 2020 is getting closer. In this winter, the domestic phosphorus ore market is generally weak. On November 7, the market of phosphorus ore fell slightly. Some mines in Guizhou began to limit production and protect prices. The operation rate of the mines was controlled and prices were maintained. In early December, the market of phosphorus ore was affected by the depressed atmosphere of the downstream Yellow Phosphorus industry chain, and the market demand has never been boosted The price of high and middle grade phosphate ore was lowered again in the sub mine. The weak market has been stable up to now. As of January 17, the phosphate ore market has been running steadily, with light market trading and sporadic replenishment in the downstream. The market has a strong wait-and-see atmosphere. At present, the demand for phosphate ore market in Guizhou is in a low state, with 30% of the price of phosphate ammonium ore car plate around 320-360 yuan / ton; the phosphate ore market in Yunnan is running Stable, 28% of the price of ammonium phosphate ore truck in Yunnan is 270-290 yuan / ton; the price of 30% of the grade of phosphate ore in Guangxi is 325-360 yuan / ton.

Industrial chain: on January 17, the domestic yellow phosphorus market basically stopped trading, with sporadic replenishment in the downstream and relatively light on-site trading. In Guizhou yellow phosphorus market, the current mainstream transaction price is about 17000-17200 yuan / ton; in Yunnan, the mainstream price is about 16400 yuan / ton; in Sichuan, the mainstream price is about 17000 yuan / ton. At present, the yellow phosphorus enterprises have basically stopped trading, and the operating rate has declined for the second time. According to the yellow phosphorus analyst of the chemical branch of business society, the yellow phosphorus trading will gradually decrease until the end of the year, and the price reference is not significant. At present, yellow phosphorus driving is common in all regions, and the recent focus is on the market start-up after the Spring Festival.

Industry: according to the price monitoring of the business agency, on January 16, 2020, there are 14 kinds of commodities in the price up and down list of bulk 58, which are concentrated in the non-ferrous (7 kinds) and energy (3 kinds), and the top three commodities are nickel (2.11%), PA6 (2.11%) and liquefied natural gas (1.30%). There are 11 kinds of commodities decreased on a month on month basis, focusing on textile (2 kinds in total) and building materials (2 kinds in total). The first three commodities decreased were WTI crude oil (- 0.72%), lint (- 0.49%) and caustic soda (- 0.43%). The average price of this day is 0.14%.

3、 Future forecast

According to the analysis of the data division of the business association, at present, the phosphorus ore market is expected to remain relatively stable before the festival, and the market fluctuation will not be too large.

According to statistics, the price of phthalic anhydride in China is slightly lower. As of January 15, the price of phthalic anhydride from o-phthalic acid process is 6212.5 yuan / ton. Recently, the price of phthalic anhydride in China is slightly lower, the demand of plasticizer industry is not improved, and the market of phthalic anhydride is in a downturn.

In recent years, the market price of phthalic anhydride in China has been slightly lower, the market price of phthalic anhydride in East China has fallen, the downstream factories have maintained rigid purchase, the factory inventory pressure has increased, the high-end transaction has been blocked, the recent factory inventory has increased, and the market price trend of phthalic anhydride has declined. In East China, the main flow of negotiation for neighboring process and naphthalene process is 6000-6400 yuan / ton and 5800-6000 yuan / ton respectively; in North China, the main quotation for phthalic anhydride market is 5900-6200 yuan / ton. Most of the manufacturers in the site have price callback, the downstream construction is not high, the procurement is based on demand, the wait-and-see mentality is strong, the operation of domestic phthalic anhydride plant is stable, the spot supply of phthalic anhydride in the site is sufficient, and the downstream demand of phthalic anhydride is also strong The demand for phthalic anhydride is not good, and the price trend of phthalic anhydride is slightly down.

In the near future, the execution price of domestic phthalic anhydride upstream product Sinopec is 6300 yuan / ton. The import price of phthalic anhydride in port area is rising and the quotation is rising. In the near future, the price of phthalic anhydride is rising and the port inventory is increasing. The external quotation of phthalic anhydride is rising sharply. The actual transaction price is subject to negotiation and detailed discussion. Due to the support of upstream raw material phthalic acid price, the decline of phthalic anhydride market price is limited.

The price of phthalic anhydride and isooctanol in the downstream DOP raw materials fluctuated and stabilized, the cost of DOP raw materials rose, the operating rate of DOP enterprises was normal, and the supply of DOP was average. DOP prices fluctuated and remained stable, stock up for Spring Festival was on the way, customers’ purchasing enthusiasm rose, PVC prices in the downstream fluctuated and fell, and PVC industry was off-season. The main quotation of DOP market is about 7300-7550 yuan / ton. The downward pressure of DOP in the future market is still there, and the upward momentum is increased. The downstream price trend is temporarily stable. In addition, the upstream ox price remains volatile. It is expected that the market price of phthalic anhydride will remain low in the later period.

1、 Price trend of lithium hydroxide:

The average price of domestic industrial grade lithium hydroxide enterprises as of January 13 was 57666.67 yuan / ton, which was the same as that of January 1, according to the data in the bulk list of business associations. In a three-month cycle, it fell 18.40% year-on-year. At present, the mainstream price of industrial lithium hydroxide Market in China is about 55000-60000 yuan / ton.

2、 Market analysis:

Product: lithium hydroxide Market is running smoothly in the near future. As the logistics and transportation in the market have been stopped, the downstream raw material reserves have been completed in succession, the market transaction atmosphere is weak, the producers hold a firm price, and the price of lithium hydroxide remains stable. On the 13th, Shanghai Yulun industrial grade lithium hydroxide offered RMB 58000 / T, Shanghai oujin industrial grade lithium hydroxide offered RMB 60000 / T, Zigong tongfarong industrial grade lithium hydroxide offered RMB 55000 / T, with a single price.

Industry chain: according to the price monitoring of the business agency, the price of lithium carbonate was still at a low level on January 13, and the prices of industrial lithium carbonate and battery lithium carbonate of some enterprises were still slightly down. On January 13, the average price of industrial grade lithium carbonate in East China was 43200 yuan / ton, and the average price of battery grade lithium carbonate in East China was 50600 yuan / ton. From the observation of market changes, it can be seen that the Spring Festival holiday is coming, the current turnover of lithium carbonate market is limited, and there is no obvious price fluctuation. Before the middle of January, the number of lithium carbonate stock enterprises began to decrease gradually, and the production enterprises basically made low-cost transactions in the form of cash.

Industry: according to the price monitoring of the business agency, there are 11 kinds of commodities in the list of commodity prices rising and falling on January 13, 2020, among which the top three commodities are liquid ammonia (3.44%), ethylene glycol (3.06%) and ethylene (2.40%). There are 8 kinds of commodities in the decline on a ring basis. The products with the first 3 drops are chloroform (-4.76%), hydrogen peroxide (-2.56%) and propylene oxide (-2.03%). The 13 day average rose or fell 0.03%.

3、 Future forecast:

According to analysts of lithium hydroxide of business association, the upstream lithium carbonate market is still in low volatility, with insufficient support on cost side. Near the Spring Festival, the downstream demand is weakened and the producers hold up their prices. It is expected that the domestic lithium hydroxide Market will maintain stable 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 rose slightly this week. This week, the average ex factory price of mainstream carbide manufacturers increased from 2730.00 yuan / ton at the beginning of the week to 2773.33 yuan / ton at the end of the week, up 1.59%, 3.87% year-on-year higher than the same period last year. Overall, calcium carbide market rose slightly this week, with the calcium carbide commodity index at 72.66 on January 10.

2、 Trend analysis

（1） Products:

The ex factory price of calcium carbide in Northwest China this week slightly increased: oveganeng’s price of calcium carbide this weekend was 2700 yuan / ton, up 80 yuan / ton compared with that at the beginning of the week; Shaanxi coal industry’s price of calcium carbide this weekend was 2550 yuan / ton, up 50 yuan / ton compared with that at the beginning of the week; Inner Mongolia Zoomlion’s price of calcium carbide this week was 2870 yuan / ton, up 50 yuan / ton compared with that at the beginning of the week; Ningxia Xingping’s price of electricity this weekend The price of stone is 2750 yuan / ton, which is temporarily stable compared with that at the beginning of the week.

This weekend, the actual transaction price of carbide in Northwest China is about 2500-2900 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 2750 yuan / ton; the mainstream transaction price of carbide in Inner Mongolia is about 2870 yuan / ton, and the actual transaction price is mainly negotiated.

（2） Industrial chain:

Upstream raw material Market: the ex factory quotation of Lancan is temporarily stable this week, and the quotation of small materials is 730.00 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 quotation dropped from 6850.00 yuan / ton at the beginning of the week to 6825.00 yuan / ton at the end of the week, down 0.36%, up 5.41% year on year. Although the downstream PVC market fell slightly this week, compared with last year, the price is higher, and downstream customers have a higher enthusiasm for purchasing calcium carbide. As a whole, PVC market this week has a positive impact on the price of calcium carbide.

3、 Future forecast

After the adjustment in December, the capital return of each plant is in good condition, the equipment maintenance is completed, and the production capacity is increased. The price of raw materials in the upstream is low, and the cost support is not enough, but the PVC market in the downstream is good, and customers in the downstream are more active in purchasing calcium carbide. The aftermarket forecasts that the price of calcium carbide in the northwest may rise in the middle of January.

1、 Price trend

According to the data of the business club’s bulk list, the market of propylene oxide has been running smoothly this week. As of January 10, the average price of propylene oxide was 9850 yuan / ton, which was the same as that at the beginning of the week and decreased by 2.80% compared with that on January 1. On the 10th, the main quotation of propylene oxide in China was 9800-9950 yuan / ton.

2、 Analysis of influencing factors

Product: the market of propylene oxide is running smoothly this week. In the near future, propylene oxide plant has been started stably, inventory is controllable, market supply and demand are balanced, and the quotation of enterprises in this cycle is mainly stable. The delivery price of cash in Shandong mainstream market of Wanhua chemical on October 10 was 9950 yuan / ton. At present, the main quotation of propylene oxide Market in East China is around 9900-10000 yuan / ton, that in Shandong is around 9600-9800 yuan / ton, and that in South China is around 9700-9800 yuan / ton.

Industry chain: recent (1.1-1.10) upstream propylene market in Shandong increased by 5.68%. At present, the market transaction has risen to about 7050-7300 yuan / ton, and the mainstream price is about 7050 yuan / ton. The Middle East event has shaken the international crude oil price. The shutdown of domestic and foreign dehydrogenation units has led to the shortage of propylene supply. Although the downstream operating rate has declined and the profit has decreased, the propylene market price may still rise in recent days. By the end of October, the trading atmosphere in the downstream soft foam polyether market was cold, and the market of hard foam polyether was on the sidelines. The downstream industry has been out of the market for vacation, and the demand has slowed down.

3、 Future forecast:

According to the propylene oxide analyst of the business news agency, the recent continuous rise of propylene as raw material has certain cost support for propylene oxide. The terminal industry has gradually entered the holiday mode, and the new downstream polyether orders have weakened. Under the positive shipping mentality of manufacturers, it is expected that in the short term, the propylene oxide market may be slightly weakened, and more attention should be paid to the downstream pre holiday stock demand.

1、 Price trend of epichlorohydrin:

Epichlorohydrin market fell, according to the data in the bulk list of business agencies. As of January 9, the average price of epichlorohydrin enterprises was 14233.33 yuan / ton, down 2.73% compared with January 8. In a three-month cycle, it fell 8.17% year-on-year.

2、 Market analysis:

Product: epichlorohydrin market fell on January 9. The inventory of raw materials in the downstream factories is relatively abundant, and the enthusiasm for buying in the market is relatively flat. The high-end shipments of the shippers are blocked, and the prices are more reduced. At present, the main quotation of epichlorohydrin market in China is around 13500-15000 yuan / ton.

Industrial chain: on January 9, the market price of the upstream propylene in Shandong area was temporarily stable. Influenced by international crude oil, domestic propylene price rebounded from the bottom at the end of December, rising continuously. On January 5 and 6, it remained stable, and on July 7 and 8, it rose again. Today, the enterprise price is generally stable. At present, the market turnover is about 6950-7300 yuan / ton, and the mainstream price is about 6950 yuan / ton. Due to the rise and fall of dual raw materials, the downstream epoxy resin has limited changes in cost support, and the high-level finishing operation is the main one.

3、 Future forecast:

According to epichlorohydrin analysts of the business agency, the price of raw propylene has been rising continuously in the near future, with strong cost support, but the downstream mainly consumes more inventory, and the purchase price is limited, which restricts the price rise of epichlorohydrin. It is expected that in the short term, epichlorohydrin market will be dominated by weak finishing operation, and more attention should be paid to the information guidance of upstream and downstream mainstream manufacturers.

1、 Price trend

According to the survey data of business agency, the consolidation trend of soda ash in East China is running. The current mainstream market price of light soda ash is about 1350-1550 yuan / ton, and the mainstream market price of heavy soda ash is 1500-1700 yuan / ton. Most of the downstream soda ash needs to be purchased, and it is expected that the later price of soda ash will be stable. The consolidation market of domestic soda ash market is mainly operated: the overall trend of soda ash in North China is temporarily stable, the current mainstream market price of light soda ash is about 1570-1600 yuan / ton, the mainstream market price of heavy soda ash is 1550-1600 yuan / ton, the actual transaction is relatively flexible, and it is expected that the price of soda ash in the later period will be more narrow to sort out the market operation; the overall trend of soda ash in Central China is temporarily stable, and the mainstream market price of light soda ash is now stable It is about 1300-1350 yuan / ton. The main market price of heavy soda ash is 1400-1500 yuan / ton. Most of the downstream soda needs to be purchased. It is expected that the price of soda ash will be stable in the later stage. Near the end of the year, most of them are de stocking, less downstream demand, and most of them are rigid demand. It is expected that the weak price of soda ash will maintain stable operation in a short period of time.