1、 Melamine price trend

(Figure: p-value curve of melamine products)

2、 Market analysis

In April, the melamine market rose strongly, and the price broke through a record high of 10000 yuan. According to the monitoring sample data of the business community, as of April 26, the average price of melamine enterprises was 11500 yuan / ton, up 22.56% compared with the price at the beginning of the month and 125.49% compared with the same period last year.

In the first half of April, the melamine market went up steadily. Some enterprises were mainly export-oriented. Domestic trade demand was just in demand. There were many orders waiting to be issued by the manufacturers. The spot supply was tight. The enterprises did not have the pressure to take the goods. The factory’s offer mentality was firm. In the second half of the month, the price of upstream urea stopped falling and rebounded, the cost support increased, the demand side export was good, and the domestic trade performance was general. Affected by the early orders, the tight market situation continued, and the manufacturer’s quotation pushed up. On the 26th, the mainstream price of domestic melamine market was around 11200-12000 yuan / ton.

Upstream urea, April 26, Shandong urea market rose. In the aspect of demand, agricultural demand is mainly sporadic procurement; The start-up load of downstream compound fertilizer and rubber sheet plants increased slightly, and most of them followed the market. Supply side: at present, the operating rate of urea enterprises is about 70%, with a decrease, and the daily output is about 150000 tons. Urea plant maintenance, supply side tightening.

According to the price monitoring of the business community, on April 26, 2021, in the list of commodity prices, there were 23 kinds of commodities in the chemical industry sector that rose month on month, including 1 kind of commodity that rose more than 5%, accounting for 1.1% of the number of commodities monitored in the sector; The top three commodities were melamine (9.52%), acetic acid (3.69%) and acetic anhydride (3.03%). There were 19 kinds of commodities that declined on a month on month basis, and one commodity with a decline of more than 5%, accounting for 1.1% of the number of commodities monitored in the sector; The top three products were epoxy resin (- 6.72%), polymerized MDI (- 2.16%) and hydrogen peroxide (- 2.10%). The average daily rise and fall was 0.18%.

3、 Future forecast

Melamine analysts of business news agency believe that due to the recent price rise of upstream urea, the cost support is strengthened, and the downstream cost is under pressure. They just need to follow up passively, and the tight supply supports the upward mentality of manufacturers. It is expected that the melamine market will be strong in the short term, and the specific trend needs to pay more attention to the market information guidance.

On April 27, 2021, in the price fluctuation list of fluorine chemical industry, there were 0 kinds of commodities that rose, 1 kind of commodities that fell, and 6 kinds of commodities that rose or fell to 0. Falling products include: fluorite; Stable products include hydrofluoric acid, aluminum fluoride, chloroform, R134a, R22 and cryolite.

On April 27, the market price trend of fluorine chemical raw materials declined slightly. The price of raw fluorite was 2661.11 yuan / ton, and the price trend of fluorite declined. Recently, some domestic fluorite plants were generally started, and the in site mines and flotation parking devices were gradually started. The supply of fluorite in the in site increased. However, in the near future, the downstream market was mainly stable, and the fluorite price was slightly affected. As of the 27th, the price of fluorite in Jiangxi was 2500-2700 yuan / ton, and that in Inner Mongolia was 2400-2500 yuan / ton. It is expected that the price of fluorite will continue to fall in the future.

In the near future, the price of downstream refrigerants is mainly stable, and the operating rate remains low. The demand for hydrofluoric acid is general. However, due to the normal supply in the market, the price trend of hydrofluoric acid market is stable. As of the 22nd, the quotation of hydrofluoric acid market is 10555.56 yuan / ton. Recently, the price trend of hydrofluoric acid market has declined slightly, and the operating rate of domestic hydrofluoric acid is less than 60%, Enterprises reflect that the current supply of hydrofluoric acid spot goods on the floor is normal. Recently, the market of goods on the floor is general, and some enterprises have stable ex factory prices. Up to now, the mainstream of hydrofluoric acid negotiation is 9500-10500 yuan / ton. However, people on the floor reflect that the hydrofluoric acid market may have a downward trend in the near future, and Chen Ling, an analyst of the society of health, believes that the market of hydrofluoric acid may fall slightly.

The price trend of aluminum fluoride products is temporarily stable, the market supply is normal, and the trading market is general. The quotation of aluminum fluoride of Zhengzhou Zerun energy and Chemical Co., Ltd. is 9000 yuan / ton. The overall market supply of aluminum fluoride is sufficient, and the overall price trend of aluminum fluoride market is stable.

In recent years, the price trend of trichloromethane in Shandong Province is temporarily stable, the overall demand of downstream market has little change, and the demand for trichloromethane is general. With the demand procurement of downstream market, the price trend of trichloromethane market is stable. At present, the domestic price of chloroform is 3950-4100 yuan / ton. On the one hand, the demand for downstream refrigerants is large, the shipment of chloroform is smooth, and the demand side is supportive; On the other hand, since the end of March, the price of raw material liquid chlorine has been rising, and the cost support is strong.

In recent years, the price trend of domestic cryolite is temporarily stable, the operation of the plant is stable, and the supply is normal. The domestic negotiation price is about 6500-7000 yuan / ton, and the actual transaction price is mainly negotiation. In general, the recent market of fluorine chemical industry is general, and it is expected that the trend of fluorine chemical industry will remain volatile in the later period.

In the near future, the price trend of downstream refrigerant R22 is temporarily stable, the price trend of raw material trichloromethane is stable, and the cost support is strong. In the near future, the downstream is mainly purchased on demand, the demand side changes little, and the market center remains high. As the price trend of hydrofluoric acid is mainly stable, the price of some affected refrigerants is temporarily stable. Refrigerant R134a price trend has an upward trend, the market is strong operation. In the near future, the start-up in the downstream remained low, but the raw material support was strong, and the refrigerant market was temporarily stable.

1、 Price trend

It can be seen from the above figure that the comprehensive price of hydrochloric acid in Shandong Province is temporarily stable this week, with the quoted price of 226.67 yuan / ton. Overall, the hydrochloric acid market is stable this week, with the hydrochloric acid commodity index at 59.65 on April 23.

2、 Market analysis

From the manufacturer’s quotation, this week’s hydrochloric acid Market manufacturer’s quotation is temporarily stable, the overall market is general. The quotation of Dezhou Shihua hydrochloric acid is 600 yuan / ton, which is temporarily stable; At the end of the week, the price of synthetic hydrochloric acid from Wenshui was 230 yuan / ton, which was temporarily stable compared with that at the beginning of the week; The quotation of Jinan Yuanfei hydrochloric acid at the weekend is 300 yuan / ton, which is temporarily stable compared with that at the beginning of the week; At the end of the week, Dezhou Maihua hydrochloric acid quoted 150 yuan / ton, which was temporarily stable compared with the beginning of the week.

From the perspective of the upstream and downstream industry chain of hydrochloric acid, the market of liquid chlorine in the upstream is general, which gives weak support to hydrochloric acid, while the market prices of silica and ammonium chloride in the downstream are high, which has a positive impact on hydrochloric acid. Hydrochloric acid market as a whole looks stable this week, hydrochloric acid shipment is still a big problem.

3、 Future forecast

Upstream liquid chlorine Market in the near future general, downstream silica, ammonium chloride market high consolidation. Business community analysts believe that hydrochloric acid in the recent small shocks.

In March, the domestic PP export market quietly rose, arbitrage space was opened. According to the statistics of customs data, the export volume of PP in that month was about 257100 tons, with a significant increase of 211900 tons (468.81%) on a month on month basis, and a significant increase of 182600 tons (245.10%) on a year-on-year basis. Among them, the export volume of primary shape polypropylene (tariff No.: 39021000) was 244500 tons, with a significant increase of 203600 tons (497.80%) on a month on month basis, and a significant increase of 178500 tons (270.45%) on a year-on-year basis. The export volume of ethylene propylene polymer (tariff No.: 39023010) was about 10000 tons, with a month on month increase of 177.78% and a year-on-year increase of 35.14%. The export volume of propylene copolymers in other primary shapes (tariff No.: 39023090) was about 2600 tons, with a month on month increase of 271.43% and a year-on-year increase of 136.36%.

1. Major exporting countries or regions

China’s main export direction is still Southeast Asia. As most of the plants in this region will enter the centralized maintenance, it provides trade space for China’s PP export market. In particular, 30% of the plants in India are shut down for maintenance, and the influx of PP orders makes India out of Vietnam in March, becoming the country with the largest PP export volume in China, with a total of 44200 tons, accounting for 17.19%; Turkey and Vietnam ranked second and third, with export volume of 36200 tons and 32800 tons, accounting for 14.07% and 12.76%.

2. Mode of export trade

In March, the general trade was still the most important trade mode for China’s export of PP, accounting for about 231500 tons, accounting for 90.02%, followed by logistics goods and processing trade of imported materials in special customs supervision areas, accounting for 4.7% and 2.23% respectively.

It is reported that many PP parking devices in North America and the Middle East will be restarted one after another, but the real overhaul tide in Southeast Asia will be in late April. Therefore, for China’s PP export market, it is still worth looking forward to a high total export volume in April.

According to the price monitoring of business news agency, the price of sulfur in East China rose slightly this week. The average price of sulfur production at the weekend was 1450.00 yuan / ton, up 0.46% compared with 1443.33 yuan / ton at the beginning of the week and down 0.46% compared with the beginning of the month.

This week, the domestic sulfur market has been stable and moving slightly. The inventory of refineries in various regions of China has remained low. The downstream factories mainly purchase on demand. The attitude of the operators is good, and the market trading is acceptable. During the week, refineries in various regions of China adjusted their prices according to their own shipment situation. Liquid sulfur in East China increased by 30-40 yuan / ton, while solid and liquid sulfur in North China and Shandong increased by 20 yuan / ton simultaneously. The market price of sulfur rose slightly. As of the 18th, the regional price of sulfur in China is as follows:

18 April 2005

Sulfur (particle) 1430-1490 yuan / ton in East China

Sulfur (particle) 1380-1430 yuan / ton in North China

Sulfur (particle) 1430-1480 yuan / ton in Shandong Province

In the downstream phosphate fertilizer market, the market of monoammonium phosphate and diammonium phosphate was weak, and the prices fell slightly within the week. The domestic spring ploughing came to an end, the market demand of ammonium phosphate weakened, the downstream market purchased on demand, the transaction atmosphere was weak, and the future market remained stable. In terms of sulfuric acid, the market price in Shandong increased by 3.03% in the week. At present, the main acid enterprises in Shandong stop for maintenance, the market supply is tight, the enterprises increase the quotation according to the situation, and the downstream demand is stable. Under the tight supply, it is expected that the sulfuric acid market will continue to rise slightly in the future.

According to sulfur analysts of business news agency, fertilizer use in spring is coming to an end, domestic demand for sulfur in the downstream is weakening, and most of the on-site transactions are based on demand procurement. In terms of market supply, domestic refineries’ inventory is low, and the supply and demand performance is relatively stable. In the short term, the sulfur market may maintain stable operation, so we should pay attention to the follow-up situation in the downstream.

Trade name: calcium carbide

Latest price (April 19): 4066.67 yuan / ton

On April 19, the ex factory quotation of calcium carbide in Northwest China rose by 50.00 yuan / ton, or 1.24%, compared with the quotation on April 16. The price of raw material blue carbon rose slightly, and the cost of calcium carbide was well supported. PVC market in the lower reaches of the recent high consolidation, there is an upward trend over the weekend, downstream customers on calcium carbide purchasing enthusiasm.

In the near future, the factory price of calcium carbide in Northwest China may rise slightly: the price quoted by the manufacturer is about 4100 yuan / ton.

According to the monitoring of the business community, the market price of phthalic anhydride in China rose slightly this week. As of the 16th, the quotation of phthalic anhydride was 6250 yuan / ton, 0.20% higher than the price of 6237.5 yuan / ton at the beginning of the week, and 22.55% higher than that of the same period last year. Recently, the price of phthalic anhydride rose slightly, the spot supply was normal, and the market price of phthalic anhydride did not rise much.

In recent years, the market price of phthalic anhydride has risen slightly, and the market situation of phthalic anhydride is general. The demand of downstream has little change. The price of o-benzene has risen, the plasticizer market has risen slightly, and the downstream market has improved, which is good for the domestic market price of phthalic anhydride, and the domestic price of phthalic anhydride has risen slightly. Domestic phthalic anhydride manufacturers started at a low level, and the operating rate of phthalic anhydride on the site was about 60%. The domestic phthalic anhydride spot supply was sufficient, the price of phthalic anhydride on the site was lower, the downstream plasticizer industry market was rising, and the actual transaction situation was general. The price trend of phthalic anhydride market in East China is rising, with limited high-end transactions in the market. The mainstream of neighboring France source negotiation in East China is 6200-6400 yuan / ton, and naphthalene method source negotiation is 6000-6100 yuan / ton. The mainstream quotation of phthalic anhydride market in North China is 6200-6400 yuan / ton, and the market outlook of phthalic anhydride still exists, and the downstream is mainly purchased on demand Market prices rose slightly.

The domestic price of o-benzene rose this week, with the floor price of 5600 yuan / ton, up 3.70% this week. The domestic price rise of o-benzene is a good support for the phthalic anhydride market. In addition, the import price of o-benzene in the port area is higher, and the import quantity of o-benzene in the port area is acceptable. The recent change of o-benzene inventory in the port is small, and the external quotation of o-benzene fluctuates and rises. The actual transaction price is subject to negotiation and the order is confirmed In detail, the price trend of o-benzene rose slightly, and the rising price of raw material o-benzene was good for the domestic market price of phthalic anhydride. Recently, the market price of phthalic anhydride rose slightly.

The market price of phthalic anhydride downstream DOP rose slightly. According to the monitoring of the business community, the domestic DOP price was 11575 yuan / ton as of the 16th, with an increase of 0.43% this week. The equipment start-up of DOP enterprises on the site was temporarily stable, the supply of DOP was stable, the price of PVC fluctuated and warmed up, and the downstream demand was stable. Plasticizer DOP market downward pressure still exists, the rising power is weakened, the transaction price is subject to the real-time price, the overall DOP price is about 11600-12000 yuan / ton, the domestic demand for phthalic anhydride has little change, and the market price of phthalic anhydride rises slightly.

Generally speaking, the crude oil price has risen slightly in the near future. In addition, the downstream plasticizer industry has an upward trend. The price of DOP has a slight rise, and the price of o-benzene has a stable trend. It is expected that the market price of phthalic anhydride will rise slightly in the future.

1、 Price trend of epichlorohydrin

(Figure: curve of P value of epichlorohydrin product)

2、 Market analysis

The market of epichlorohydrin has risen since early April. According to the data of the large list of business agencies, the average price of epichlorohydrin enterprises as of April 12 was 13666.67 yuan / ton, up 7.89% compared with the price on April 1, and 9.33% higher than that on January 1.

Recently, the raw material price is relatively strong, the cost side is obviously supported, the spot supply in the market is tight, the business mentality is relatively strong, and the price is more firm and the price is less than the sales. The downstream needs to follow up, and the market of epichlorohydrin is strong and upward.

According to the data monitoring of business agency, the price of epichlorohydrin in some enterprises is summarized (for reference only, the spot price of the business is on the market with the actual transaction price being negotiated.)

 
Upstream propylene, in the early April, the propylene market in Shandong Province continued to rise slightly (4.1-4.9). According to the data of the bulk list of business agencies, the domestic propylene (Shandong) market continued to rise slightly in the early April. The early ten days were low prices, 7944 yuan / ton, and the late ten days (April 9) were ten day high prices, 8228 yuan / ton, and the ten days increase was 3.57%. On April 12, the propylene market in Shandong Province was stable.

The downstream epoxy resin, East China liquid epoxy continued to rise on April 12. On April 12, the liquid epoxy resin negotiation in East China continued to push up, while the main negotiation offer in local market was pushed up to 39000-39500 yuan / ton, with more orders delivered by the factory.

3、 Future forecast

According to the analysts of epichlorohydrin of business agency, the current raw material price is stable and cost pressure is still in place. The downstream epoxy resin price continues to rise. In addition, there is no pressure on factory delivery, and the market has strong market price intention. It is expected that epichlorohydrin market will be in a strong operation in the short term, so more attention should be paid to market information guidance.

1、 Price trend

According to the monitoring data of the business association, the price of soda ash was stable for the time being this week. From the beginning of the week to the end of the week, the average market price in East China was 1752 yuan / ton, up 12.07% from last year. On April 8, the commodity index of light soda ash was 89.85, unchanged from yesterday, down 23.77% from 117.86 (2017-11-21), the highest point in the cycle, and up 42.28% from 63.15, the lowest point on November 18, 2015. (Note: period refers to the period from September 1, 2011 to now)

2、 Market analysis

According to the business news agency, the domestic soda price is mainly stable for the time being, the start-up of the plant has little change, and there is no maintenance plan for the time being. Soda ash in Central China is in stable operation for the time being, and the current mainstream market price of light soda ash is about 1650-1750 yuan / ton. The main market price of light soda is about 1750-1850 yuan / ton. Soda ash in East China is in stable operation for the time being. The current mainstream market price of light soda ash is about 1700-1850 yuan / ton. The demand of downstream glass for soda ash is mostly on demand. It is expected that the price of soda ash will be strong in the short term. The overall change of soda ash is small, and multi-dimensional stable operation is dominant. Some data show that the inventory of soda ash is about 870000 tons, and the overall operating rate is maintained at 83%.

Upstream and demand: the overall supply of upstream raw salt is relatively stable, and the market trading atmosphere is acceptable. The price of downstream glass rose, stimulating the demand for soda, and the price of soda rose. However, the downstream glass is now in a wait-and-see state for high price alkali, and its acceptance is not high. The buyer and the seller start a price game.

According to the price monitoring of the business community, in the 13th week of 2021 (3.29-4.2), there were 3 kinds of commodities rising, 1 kind of commodity falling, and 1 kind of commodity falling to 0. The main commodities rising were hydrochloric acid (19.83%), light soda ash (0.92%) and PVC (0.14%); the main commodities falling were calcium carbide (- 2.33%). The average rise and fall this week was 3.71%.

Business analysts believe that: glass market prices to pull the demand for raw materials soda, soda prices continue to run strong. The rising price of downstream glass is good for soda ash, but there is still resistance to high price soda ash and a strong wait-and-see mentality. According to the comprehensive forecast, the short-term domestic soda price mainly fluctuates in a narrow range, and the specific situation depends on the downstream market demand.

According to the import and export statistics of commodities released by the Ministry of Commerce and industry of India, in January 2021, the coal import was 24.1527 million tons, an increase of 3.5674 million tons or 17.3% over the same period last year.

From the perspective of India’s fiscal year, India’s coal import in the first 10 months of 2020-21 fiscal year (April 2020 January 2021) was 181 million tons, a decrease of 26.672 million tons or 12.87% compared with the same period of the previous fiscal year.

According to data released by Indian coal trader Iman resources, in February 2021, India imported 4.7861 million tons of coking coal, a year-on-year increase of 20% and a month on month decrease of 7%; imported 9.791 million tons of steam coal, a year-on-year decrease of 42.8% and a month on month decrease of 30.5%. India’s imports of steam coal fell sharply in the month, mainly due to a sharp decrease in imports from Indonesia and South Africa. In February, India imported the most steam coal from Indonesia, 5.048 million tons, down 39.1% year on year and 50.8% month on month; India imported 1.074 million tons of steam coal from South Africa, down 76.13% and 60.69% year on month, respectively.

From January to February, India’s imports of steam coal totaled 23.8825 million tons, down 25.6% from the same period last year. Among them, the import from Indonesia was 13.342 million tons, a year-on-year decrease of 31.3%; the import from Australia was 4.349 million tons, a year-on-year increase of nearly three times. Over the same period, coking coal imports totaled 9.952 million tons, up 25.5% year on year.

The latest data collected by mjunction platform of India based on the monitoring data of shipping companies also reflects the same trend. According to mjunction platform data, in February 2021, India’s coal import volume was 15.29 million tons, down 32.6% from 22.68 million tons in the same period of last year. Among them, the import of non coking coal was 9.07 million tons, a year-on-year decrease of 46.5%; the import of coking coal was 4.82 million tons, a year-on-year increase of 19.9%.

Meanwhile, in the first 11 months of the fiscal year 2020-21 (April 2020 February 2021), India’s total coal import was 196 million tons, down 13.6% from 227 million tons in the same period last year. Among them, the import of coking coal was 43.98 million tons, a year-on-year decrease of 2.63%; the import of non coking coal was 129 million tons, a year-on-year decrease of 18.2%.