1、 Price trend

According to the monitoring data of the business community, the average price of EPS ordinary material was 11450 yuan / ton at the beginning of this week, and 11250 yuan / ton at the weekend, with a price drop of 1.75% and an increase of 42.18% compared with the same period last year.

2、 Market analysis

Domestic EPS trend weak callback. Affected by the decline of crude oil and other commodities, the weakness of pure benzene and ethylene led to the decline of styrene. Affected by factors such as limited electricity and profits, the terminal demand was insufficient, and the business purchasing remained just in demand. The overall transaction was poor.

As of May 27, Jiangsu’s ordinary materials were 11200 yuan / ton, down 600 yuan / ton, or 5.08% on a month on month basis, while the fuel resistance was 11700 yuan / ton, down 600 yuan / ton, or 4.88% on a month on month basis.

3、 Future forecast

The wait-and-see atmosphere of the EPS market is aggravating, and it is mainly stabilized for the time being. The downstream businesses are just in need of purchasing positions, and the overall turnover is not large. It is expected that the EPS market will shake back next week

Propane market began to decline after the middle of May. Although it rebounded in recent days driven by the sharp rise of international crude oil, the market was blocked again on the 26th and returned to the decline. According to the data monitoring of business news agency, the average price of propane in Shandong was 4378.25 yuan / ton on May 16 and 4333.25 yuan / ton on May 26, with a decrease of 1.03% during the period and a rise of 51.38% compared with the same period last year.

As of May 26, domestic mainstream propane prices by region are as follows:

region Specifications May 26th

East China Propane,% (V / V) not less than: 95 4000-4150 yuan / ton

North China Propane,% (V / V) not less than: 95 4320-4400 yuan / ton

Shandong Province Propane,% (V / V) not less than: 95 4250-4300 yuan / ton

South China Propane,% (V / V) not less than: 95 4000-4050 yuan / ton

Central China Propane,% (V / V) not less than: 95 RMB 4250-4550 / T

It is obvious from the trend chart that the overall trend of Shandong propane market is weak in May, and the decline is more obvious after the middle of the year. But into this week, as the international crude oil rose sharply, to bring obvious support to the market. And because of the early low price to stimulate shipment, upstream inventory was released, most refineries actively pushed up, prices rebounded. The north and south of the market trend of a certain deviation, Shandong market up more obvious. Although the continuous upward trend of international crude oil has brought support to the market, the low price of Lianyungang in East China has brought restraint to the Shandong market. At present, most of the downstream companies are making up according to the demand, and the market transaction atmosphere is general. The propane Market in Shandong has insufficient power to continue to rise, and the price has dropped. The southern market was mainly stable as a whole. Due to the low price in South China, the market shipment situation improved and the price rebounded at a low level.

In the crude oil market, on May 26, international oil prices rose slightly. The settlement price of the main contract in the US WTI crude oil futures market was US $66.21/barrel, up US $0.14 or 0.2%. Brent crude oil futures market settlement price of the main contract at 68.87 U.S. dollars / barrel, or 0.22 U.S. dollars or 0.3%, on Wednesday, the U.S. Energy Information Agency (EIA) data bring good, crude oil inventory decline, combined with the arrival of North America driving season, market demand improvement is expected to strengthen, overshadowed the market’s worries about Iran’s crude oil back to the international market.

In the international market, Saudi Aramco’s CP announced in May that propane and butane all decreased. Propane was 495 US dollars / ton, down 65 US dollars / ton compared with last month; Butane is 475 US dollars / ton, down 55 US dollars / ton from last month.

At present, there are obvious differences in the market trends between the north and the south, with the low rebound in the South China market and the high decline in the Shandong market. Shandong propane price is around 4300 yuan / ton. Although the upward trend of international crude oil has brought obvious boost to the market, the weather continues to heat up, the downstream demand is still weak, and it is difficult for the domestic market to push up as a whole. It is expected that the propane market price will be strong in the short term, and it is still likely to weaken in the long term.

According to the data of monitoring samples of business agency, the average price of melamine enterprises as of May 25 was 10866.67 yuan / ton, down 24.54% compared with the previous Wednesday (May 19), 13.76% lower than the price at the beginning of the month, and 46.85% year-on-year in three months.

Melamine price decline continues market gradually returns to rationality

Melamine market has been in a downturn in recent years, and the market has been greatly reduced. At present, melamine start rate is high, but downstream demand is weak, the enterprise is under pressure on shipping, supply pressure continues to accumulate drag the market, and the market price is frequent. However, downstream is cautious about low price follow-up, and just need to purchase.

Upstream urea, May 25, Shandong urea market temporarily stable. Demand: agricultural demand has increased; Affected by the mentality of buying up but not buying down, the downstream compound fertilizer and rubber sheet factories took goods actively, and the new orders of enterprises followed up well. Supply: some urea enterprises shut down and repair the plant, and the supply end is tightened. The enterprise has a strong attitude towards price fixing.

Melamine analysts of business agency believe that, in general, the recent upstream urea price has been strong, the cost side impact is relatively limited, supply and demand are dominant, demand side performance is weak, and the market performance is still under pressure. It is expected that in the short term, melamine market will be dominated by weak operation.

1、 Price trend

According to the monitoring data of the business agency, the average price of domestic ammonium sulfate was 906 yuan / ton on May 15, and 950 yuan / ton on May 21. The price of ammonium sulfate rose 4.78% this week.

2、 Market analysis

The price of ammonium sulphate rose this week, and the market of ammonium sulphate turned better. By the end of the week, the mainstream ex factory price of coking grade ammonium sulfate in Shandong was 850-880 yuan / ton, that in Hebei was 820-850 yuan / ton, that in Shanxi was 750-810 yuan / ton, and that in Northeast was 700-800 yuan / ton. The inner grade ammonium sulfate maintains a stable finishing operation, with little price fluctuation and general trading volume.

Due to the rise of compound fertilizer raw materials, the downstream compound fertilizer market price rose this week. As the raw material urea rose by a large margin, the compound fertilizer rose with the trend. Supported by the cost of raw materials, the price of compound fertilizer remained high.

3、 Future forecast

Business community ammonium sulfate analysts believe that the current coking grade ammonium sulfate market rebound, a good market atmosphere. With the increase of demand, downstream procurement is active. The supply and demand of domestic ammonium sulfate Market was balanced, some enterprises rose, and the market fluctuation was not obvious. It is expected that the price of ammonium sulfate will rise steadily in the short term.

Trade name: calcium carbide

Latest price (May 24): 4550.00 yuan / ton

On May 24, the ex factory quotation of calcium carbide in Northwest China fell by 150 yuan / ton, or 3.19%, compared with the quotation on May 21. The price of raw material blue carbon was high and the cost of calcium carbide was well supported. However, the downstream PVC market has declined slightly recently, and the maintenance of devices has increased, so the downstream customers’ enthusiasm for purchasing calcium carbide has declined.

In the future, it is expected that the ex factory price of calcium carbide in Northwest China will fluctuate slightly: the average price quoted by manufacturers is about 4500 yuan / ton.

According to the data of the business club’s block list, as of May 21, the average price of acrylic acid in East China was 10833.33 yuan / ton, down 0.61% compared with the price at the beginning of the week, up 7.97% compared with April 21, and up 27.95% compared with the same period last year.

Acrylic acid market is weak this week. On the cost side, the price of raw material propylene declined, and the cost support weakened. On the supply side, the operating rate of acrylic acid increased. On the demand side, the downstream buying sentiment is general, mainly wait-and-see, the market transaction is poor, and the price center is under pressure.

According to the data monitoring of the business association, the recent acrylic acid prices of some enterprises (for reference only, the actual transaction prices of different brands, different specifications and products are mainly negotiated)

Upstream propylene, as of May 20, Shandong propylene market prices down again. According to the price chart of the business association, the propylene price in Shandong continued to rise in the first ten days of April, fell sharply in the last ten days, and remained stable at the end of the month. During the May Day period, the first two days continued to be stable. From the 3rd to the 7th, the daily price went up by about 50 yuan / ton. From the 9th, the price was mainly stable. After a small rise on the 13th, the price stabilized again. From the 17th, the daily price began to go down by 50 yuan / ton. From the 19th to the 20th, the daily price fell by about 100 yuan / ton. Now, the market transaction is between 8050 yuan / ton and 8300 yuan / ton, and the mainstream price is about 8050 yuan / ton.

According to the acrylic acid analysts of business news agency, at present, the price of raw material propylene is going down, the cost support is weakened, the downstream gas purchasing is flat, and the market atmosphere is weak. It is expected that the acrylic acid market will be weak in the short term, and more attention should be paid to the market information guidance.

Plastic futures market: on May 18, the opening price of polyethylene futures 2109 was 8060, the highest price was 8120, the lowest price was 8010, the closing price was 8065, the former settlement price was 8130, the settlement price was 8060, down 65, or 0.80%, the trading volume was 449831, the position was 362203, and the daily increase was 13018（ Quotation unit: yuan / ton)

region varieties manufacturing enterprise May 18th Up and down from the previous day

East China LLDPE 7042 Jilin Petrochemical 8400 yuan / ton 0

North China LLDPE 7042 Qilu Petrochemical 8300 yuan / ton 0

South China LLDPE 7042 Guangzhou Petrochemical 8650 yuan / ton – one hundred

East China LDPE 2426H Daqing Petrochemical 10350 yuan / ton – two hundred and fifty

East China LDPE 2426H Maoming Petrochemical 11000 yuan / ton 0

East China HDPE 5000S Daqing Petrochemical 9100 yuan / ton 0

East China HDPE 5000S Yangzi Petrochemical 9000 yuan / ton 0

On May 18, the overall weakness of the three major polyethylene varieties in the spot market fell, while the LLDPE and LDPE markets fell significantly, with a decline range of about 100-250 yuan / ton. The HDPE market has not changed much and most of them are stable. Although the slight rise of international crude oil has brought some positive support to the market, some petrochemicals have lowered their ex factory prices, which has affected the market mentality. Even plastic futures market low open low volatility, trading cautious, to bring a certain negative market. Traders mainly follow the decline, the current market demand is general, the terminal takes more goods and maintains on-demand procurement, but in fact focuses on a single talk. It is expected that the PE market will be mainly consolidated at a high level in the short term, with limited changes.

1、 Price trend

As can be seen from the above figure, the comprehensive price of potassium chloride is temporarily stable this week. The average price of potassium chloride mainstream comprehensive quotation this week is 2525.00 yuan / ton. Overall, this week’s potassium chloride market was temporarily stable, with the potassium chloride commodity index at 80.16 on May 14.

2、 Market analysis

This week, the quotation of mainstream potassium chloride manufacturers is temporarily stable: the ex factory quotation of Qinghai Salt Lake potassium chloride at the weekend is 2400 yuan / ton, which is temporarily stable compared with that at the beginning of the week; Anhui Badou potassium chloride weekend sales offer 2650 yuan / ton, compared with the beginning of the week, the offer is temporarily stable. The actual turnover of potassium chloride market this week is not good. On the whole, the main contradiction of the market is that supply exceeds demand, the trading atmosphere is cold, downstream purchasing is just in demand, the overall inventory is low, the purchasing market momentum is low, and the domestic potassium chloride market is stable.

3、 Future forecast

In late May, the overall trend of potassium chloride market may fluctuate slightly. The KCl market is facing the pressure of three big mountains, namely, Hong Kong’s large stock, weak demand and downward international prices. Therefore, the main contradiction in the current market is that supply exceeds demand. KCl analysts of business society believe that under the influence of supply and demand, raw materials and other aspects of the short-term KCl market, the KCl market may be dominated by high consolidation.

According to the monitoring of the business agency, the domestic polysilicon market continues to rise this week, with the weekly increase of 6.25% of the primary polysilicon materials. Up to now, the price range is 80000-105000 yuan / ton. At present, the market has been rising for more than 3 months in a row, and it has been rising since the late February. As of May 13, polysilicon has risen by more than 50%. The main reason for the rise of silicon is that the shortage of supply has been sustained, and the rising price of downstream silicon wafer also supports the crazy silicon material.

As of this week, nine domestic polysilicon enterprises are producing and two major factories have been overhauling polysilicon equipment, which has affected some of the production. In May, the production of polysilicon has decreased compared with that in April, which has led to a more tight market supply. In the case of continuous warming of the lack of materials, the price of single crystal rises naturally, and the price of single crystal is rising sharply. When the price of May is negotiated at the end of April, the price of single crystal materials has risen to RMB 150000-160000 / T, and the price of single crystal is rising every week after the festival. On the week of September, the single crystal rose to RMB 160000 / T, and the price of bulk bill this week was reported to RMB 17000-18000 / ton. Driven by the domestic shortage of materials, the price of imported goods is also higher than that of the other. This week, the trading price of polysilicon materials rose to $21-22 / kg per kilogram, with scattered offers reaching $24 / kg.

In addition to the tight supply factors, the downstream silicon wafer manufacturers have increased the price round, which has also contributed to the upward trend of silicon materials. Since the late April, the central ring and Longji of leading silicon wafer enterprises have already adjusted prices in two rounds. On May 10, CIC again raised its silicon chip price, and the increase was 8-9%. Expectations of the rise in the lonky silicon chip have also been strengthened. The insufficient output of silicon material affects the normal production of downstream silicon chips. In addition to the supply quantity guaranteed by the long association of large factories, most small and medium-sized silicon wafer manufacturers can not start full load, and the silicon chip output shrinks, further strengthening the expectation of silicon material rise.

However, from the terminal, due to the large area and large price increase of silicon materials and silicon chips in the upstream of photovoltaic industry, downstream battery manufacturers are in a dilemma of profit reduction and even loss of cost. The price of downstream battery chips is also forced to rise. However, the price increase will face the market price and demand slowdown. Considering the epidemic situation at home and abroad, the downstream components have limited bearing capacity, Some overseas orders have been delayed or cancelled.

Polysilicon analysts of business society believe that the situation of silicon shortage is difficult to change in the short term and the price is still in the expectation of rising. However, the surge of silicon and silicon chips upstream of the PV industry chain will affect the demand of terminal components. At present, the shrinkage of overseas orders can support this view. In the short term, silicon materials will still be high, but with the resumption of maintenance equipment, The superposition is affected by the reaction of demand slowdown, and the price of silicon will gradually return to rationality.

1、 Price trend

According to the block data list of business news agency, on April 28, the average price of domestic phosphoric acid was 5283.33 yuan / ton, which was the same as that at the beginning of the month, and increased by 3.59% compared with the same period last year.

2、 Market analysis

The market of phosphate is stable this week. The raw materials are not stable at high level. Therefore, the market of phosphoric acid has stabilized. After the May Day holiday, the price adjustment is not much, and the market is running steadily. At present, the downstream continues to maintain rigid demand. With the influence of the mentality of buying up but not buying down, the inquiry enthusiasm has improved to a certain extent, but the quantity is insufficient, and the wait-and-see mentality is growing. According to the monitoring of the business agency, as of May 14, the quotation in Sichuan is 4900-5650 yuan / ton, that in Yunnan is 5200 yuan / ton, that in Beijing is 4800 yuan / ton, that in Hubei is 5200-5500 yuan / ton, that in Tianjin is 5900 yuan / ton, that in Hebei is 5800 yuan / ton, and that in Henan is 5500 yuan / ton, The price of phosphoric acid fluctuates little.

region product Specifications date Price (yuan / ton)

Sichuan area phosphoric acid Industrial grade purified water May 14th 4900-5650

Hubei Province phosphoric acid Industrial grade purified water May 14th 5200-5500

Yunnan Province phosphoric acid Industrial grade purified water May 14th 5200-5600

Hebei Province phosphoric acid Industrial grade purified water May 14th five thousand and eight hundred

Henan Province phosphoric acid Industrial grade purified water May 14th five thousand and five hundred

Beijing Tianjin region phosphoric acid Industrial grade purified water May 14th 4800-5900

On May 14, the reference price of phosphate rock was 500.00, up 4.17% compared with that on May 1 (480.00). At present, the overall quotation of domestic phosphate rock market is in a high consolidation stage, and the market transaction is relatively stable. I heard that the downstream purchase orders of yellow phosphorus products have increased, which may give support to the phosphate rock market. Therefore, the phosphate rock analysts of the business community believe that, In the short term, China’s phosphorus ore market will continue to run high consolidation.

Yellow phosphorus, the price of yellow phosphorus slightly decreased this week. There is a strong wait-and-see mood in the downstream market, and the enthusiasm to take the goods is not high. Due to the increase of coke price and the recent temporary power restriction in Yunnan, yellow phosphorus rebounded slightly in some areas. However, abundant water is approaching, and it is expected that the price of yellow phosphorus will be stable in the short term.

Downstream ammonium phosphate, the current ammonium phosphate market atmosphere is not good, the market is weak. The price of raw materials rises, and it is difficult for map to fall under the support of cost. DAP continues to focus on export, but domestic market is not good for the time being. It is expected that the price of map will be stable temporarily in the short term, while the price of DAP will be mainly stable.

3、 Future forecast

According to the phosphoric acid analysts of the chemical branch of the business society, the raw material yellow phosphorus was sorted out at a high level, and there was little fluctuation, so the phosphoric acid market became stable, the price adjustment of enterprises was not much, and the wait-and-see mentality became better. The overall market was stable, and it was expected that the market would continue to be stable in the short term.