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 2840.00 yuan / ton at the beginning of the week to 2890.00 yuan / ton at the end of the week, up 1.76%, up 5.47% year on year. On the whole, carbide market rose slightly this week, with the carbide commodity index of 75.72 on February 21.
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2、 Trend analysis
(1) Products:
The ex factory price of calcium carbide in Northwest China this week slightly increased: oveganone’s quotation for calcium carbide this weekend was 2900 yuan / ton, up 50 yuan / ton compared with the beginning of the week; Shaanxi coal industry’s quotation for calcium carbide this weekend was 2830 yuan / ton, up 30 yuan / ton compared with the beginning of the week; Inner Mongolia China United’s quotation for calcium carbide this week was 2820 yuan / ton, temporarily stable compared with the beginning of the week; Ningxia Xingping’s quotation for calcium carbide this weekend was 2 yuan / ton 950 yuan / ton, up 100 yuan / ton compared with the beginning of the week.
This weekend, the actual transaction price of carbide in Northwest China is about 2800-3000 yuan / ton: the mainstream transaction price of carbide in Shaanxi is about 2800-2900 yuan / ton; the mainstream transaction price of carbide in Ningxia is about 2950 yuan / ton; the mainstream transaction price of carbide in Inner Mongolia is about 2800 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.
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Downstream market: PVC factory price fell slightly this week. PVC price decreased from 6675.00 yuan / ton at the beginning of the week to 6637.50 yuan / ton at the end of the week, a decrease of 0.56%, up 4.73% year on year. The price of PVC in the lower reaches of this week fell slightly, but compared with last year, the price is higher, and the PVC plant in the lower reaches is starting gradually, which also has a high enthusiasm for calcium carbide procurement. As a whole, PVC market in this week has a positive impact on the price of calcium carbide.
3、 Future forecast
In late February, carbide market fluctuated slightly. The price of raw materials in the upstream is low, and the cost support is not enough, but the transportation situation tends to be normal gradually, the PVC market in the downstream is also rising gradually, and the 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 shock in late February.
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