Trade name: epichlorohydrin

Latest price (September 23): 20333.33 yuan / ton

On September 23, the epichlorohydrin market was running at a high level, up 40.55% compared with the price on September 1. At present, the raw material propylene is mainly stable, the price of glycerol is strong, the cost support is strong, the tight market supply situation continues, the goods just need to be prepared before the downstream Festival, and the market push up mentality is positive.

It is expected that in the short term, the epichlorohydrin market may operate strongly.

The market of acetic anhydride soared on September 22

According to the data monitoring of business society, the price of acetic anhydride soared on September 22, and the market of acetic anhydride rose sharply. As of September 22, the price of acetic anhydride was 12350.00 yuan / ton, up 3.35% from 11950.00 yuan / ton on September 18 of the previous trading day. The price of acetic anhydride in some enterprises increased by more than 300 yuan / ton in a single day, and the market of acetic anhydride soared on September 22.

Overview of industrial chain Market

According to the monitoring data of business society, the price of acetic acid soared during the Mid Autumn Festival, with the price of acetic acid rising by 11.03%; The price of methanol is strong and stable, and the cost of acetic anhydride is rising; Under the dual control of environmental protection and energy consumption, the start-up of acetic anhydride enterprises is low, the inventory of acetic anhydride is insufficient, and the downstream customers just need to purchase.

Market overview and future forecast

Analysts of acetic anhydride data of business society believe that the recent sharp rise in acetic acid price, the sharp rise in acetic anhydride cost and the increasing driving force of acetic anhydride rise; Affected by the dual control of environmental protection and energy consumption, the operation of acetic anhydride enterprises is low, and the supply of acetic anhydride is insufficient, which stimulates the rise of acetic anhydride price. Overall, the driving force for the rise of acetic anhydride is sufficient, and the price of acetic anhydride is expected to rise sharply in the future.

1、 Price trend

Latest price (September 18): 24666.67 yuan / ton

Key points of analysis: at present, the prices of raw hydrofluoric acid and methane oxide are rising, and the cost support is further strengthened. At the same time, due to the rapid use of quotas, the operating load of refrigerant manufacturers continues to decrease, the supply side continues to be tight, enterprises receive orders in Limited quantities, dealers’ quotations are in line with the manufacturers, and there is little room for negotiation.

R22 prices are expected to continue to rise in the short term.

On the 16th, the domestic ethyl acetate market continued to heat up, and the quotation continued to rise. On the one hand, the market of raw acetic acid soared, and the rising cost further drove up the price of ethyl acetate. On the other hand, the market supply is tight, Yankuang and Jiangyin Baichuan are still under maintenance, and the market supply is declining. Stacking pre festival goods preparation to boost purchase volume. The market continued to heat up, with a cumulative increase of more than 5% this week. As of Thursday, the quotation of ethyl acetate was in the range of 8900-9200 yuan / ton.

Future forecast: the price will reach a high point, and with the end of pre holiday goods preparation, the rise of ethyl acetate Market may slow down, dominated by recent high consolidation.

Trade name: ammonium chloride

Latest price (September 15): 1077 yuan / ton

Key points of analysis: the market of ammonium chloride is stable. According to the monitoring of business society, the price of domestic ammonium chloride dry ammonium was 1077 yuan / ton on the 15th, which was stable compared with the previous day. Although the price of raw liquid ammonia rebounded and the cost side was supported, the unit operation of the combined alkali plant has recovered to more than 70%, and the overall supply pressure of ammonium chloride hit; In addition, since September, the number of new orders received by enterprises is small, and the ex factory price has been reduced slightly. According to the business agency, on September 15, 2021, the factory price of agricultural ammonium chloride and dry ammonium in Jinshan, Henan Province was 1030 yuan / ton; The ex factory price of wet ammonium in the province is 980 yuan / ton; The ex factory price of Hubei Yihua bicyclic dry ammonium is 1070 yuan / ton.

In the future, it is predicted that the start-up of compound fertilizer is low, the new orders received by ammonium chloride enterprises are less than expected, and the phased high of urea has passed. It is expected that the ammonium chloride market will continue to show a weak callback trend in the short term.

Trade name: polybutadiene rubber BR9000

Latest price (September 14): 13250 yuan / ton

Key points of analysis: according to the monitoring of business society, as of September 14, the domestic price of CIS polybutadiene rubber was 13250 yuan / ton, down 2.65% from the previous day; On the 14th, the ex factory price of the main suppliers of synthetic rubber was basically stable. The price of CIS polybutadiene rubber of CNPC Northeast sales company was reduced by 100 yuan / ton, that of Daqing and Jinzhou Shunding was 13300 yuan / ton, and that of northeast warehouse was increased. In the past two weeks, the raw material butadiene has fallen sharply, with a strong negative impact on the cost side. In addition, the downstream goods preparation is not active, and the market traders are cautious in receiving goods, mostly selling with the purchase, so the overall offer of the market is lower.

Future forecast: the price decline of natural rubber and raw material butadiene will have a strong negative impact on the CIS polybutadiene rubber market. It is expected that CIS polybutadiene rubber will be dominated by weakness in the near future.

1、 Price trend

According to the monitoring data of business agency, the average factory price of domestic ammonium sulfate was 1153 yuan / ton on September 6 and 1153 yuan / ton on September 12. The price of ammonium sulfate was stable this week.

2、 Market analysis

The market of ammonium sulfate was stable this week. The market of coking grade ammonium sulfate is weak, and the quotation is different in various regions. For coking grade ammonium sulfate this month, the mainstream factory quotation of ammonium sulfate in Shandong is 1030-1100 yuan / ton, that in Hebei is 1060-1090 yuan / ton, and that in Shanxi is 960-1040 yuan / ton. The quotation of Hexin grade ammonium sulfate is fine tuned, and the domestic demand is flat.

This week, the operating rate of the downstream compound fertilizer enterprises is not high, the raw material market is always high, and the compound fertilizer enterprises are under great pressure. The raw materials are purchased on demand, and the demand is difficult to improve in the short term.

3、 Future forecast

Ammonium sulfate analysts of business society believe that the supply of ammonium sulfate is slightly tight due to environmental reasons. Domestic demand is weak and terminal procurement is insufficient. The price of ammonium sulfate is expected to be stable and downward in the short term.

According to the monitoring data of business society, as of September 10, the average ex factory price of domestic industrial grade propylene glycol was 18233 yuan / ton, which was increased by 1200 yuan / ton, or 7.05%, compared with September 5 (propylene glycol reference price 17033 yuan / ton).

Last week, domestic propylene glycol shipments were slow, and the market was weak and fell. On the 6th of this week, the propylene glycol market in Shandong Province rose steadily. I heard that some large factories had parking plans in the near future. In addition, the atmosphere of taking goods in the downstream was improved near the Mid Autumn Festival holiday, the transaction of new orders in the propylene glycol yard was improved, and the reluctance to sell in some factories increased. The ex factory price of propylene glycol was increased by 300-600 yuan / ton. On the 7th, the propylene glycol market continued to rise slightly, The ex factory price of propylene glycol was around 17200-18000 yuan / ton, and then the market price of propylene glycol was adjusted and operated at a high level. Near the weekend 9, the spot price of propylene glycol continued to be tight, and the spot price of propylene glycol factory increased again, with the maximum increase of 800 yuan / ton. As of September 10, the ex factory price of propylene glycol in Shandong was 17600-18800 yuan / ton, and the average price was 18233 yuan / ton, Compared with the beginning of the week, the increase in the week was more than 7%.

In terms of upstream propylene oxide, the propylene oxide Market in Shandong showed a steady upward trend this week. According to the monitoring data of business agency, as of September 10, the average production price of propylene oxide in Shandong was 16466 yuan / ton. Compared with the beginning of this week, the average price increased by 333 yuan / ton, an increase of 2.07% during the week. Compared with the beginning of this month, the average price increased by 433 yuan / ton, an increase of 2.70%

Future trend analysis

At present, propylene glycol in Shandong is operating at a high level as a whole. I heard that the units of large factories in Shandong will resume operation next week, and propylene glycol will be shipped one after another. With the moderate increase of on-site supply, the market of propylene glycol will continue to move up and down, and with the high price, the downstream demand performance is gradually cautious and the acceptance of high prices is limited. Therefore, propylene glycol analysts of business society believe that in the short term, Domestic propylene glycol market may have downside risks.

Recent price trend of sulfuric acid

As can be seen from the above figure, the market price of sulfuric acid in Shandong this week was temporarily stable, with the quotation of 785.00 yuan / ton, up 103.85% year-on-year compared with the same period last year. Overall, the sulfuric acid market was temporarily stable this week, and the sulfuric acid commodity index was 122.18 on September 3.

The downstream market was boosted and the willingness to purchase was strengthened

From the manufacturer’s quotation, the price of mainstream sulfuric acid manufacturers in Shandong this week is temporarily stable, the manufacturer’s inventory is general, and the downstream demand is good. The quotation of Heze Jiangyuan sulfuric acid at the weekend is 850 yuan / ton, which is temporarily stable compared with that at the beginning of the week; Zouping Tianlu quoted 720 yuan / ton this weekend, which was temporarily stable compared with that at the beginning of the week; Changzhou Qinghong offers 1050 yuan / ton at the weekend, which is temporarily stable compared with the beginning of the week.

From the upstream and downstream industrial chain, the upstream sulfur market has risen sharply recently. The quotation increased from 1863.33 yuan / ton at the beginning of the week to 1920.00 yuan / ton at the end of the week, an increase of 3.04%, a year-on-year increase of 142.02% compared with the same period last year, and the cost support is good. The downstream bromine market rose slightly, and the quotation increased from 42750.00 yuan / ton at the beginning of the week to 42875.00 yuan / ton at the end of the week, an increase of 0.29%, up 47.84% year-on-year compared with the same period last year. The downstream formic acid market rose sharply. The quotation increased from 4500.00 yuan / ton at the beginning of the week to 4833.33 yuan / ton at the end of the week, an increase of 7.41%, a year-on-year increase of 166.05% compared with the same period last year. On the whole, the upstream and downstream products had a positive impact on the price of sulfuric acid this week.

Market outlook rose slightly

In the middle and early September, the sulfuric acid Market in Shandong Province mainly rose slightly. The upstream sulfur price has risen slightly recently, with good cost support. The downstream bromine market began to stop falling and rise, the downstream formic acid market has risen sharply, the downstream enthusiasm for purchasing sulfuric acid has been strengthened, and the product trend is upward under the contradiction between supply and demand. Sulfuric acid analysts of business society believe that under the influence of supply and demand and raw materials in Shandong market in the short term, the sulfuric acid market may rise slightly.

According to the monitoring data of business agency, from August 30 to September 6, the average market price of cyclohexanone in China rose from 10540 yuan / ton to 10920 yuan / ton, an increase of 3.61% in the week, 6.85% month on month and 91.02% year-on-year.

This week, the cyclohexanone market was strong and upward, pure benzene rose steadily, the cost support was relatively stable, the maintenance of downstream caprolactam units was concentrated, the spot supply in the market was tight, and some chemical fiber plants actively purchased. BOC Shandong has not started due to lack of steam. Shandong Haili has restarted a new production line. The spot supply on the site is relatively tight, the manufacturers are reluctant to sell at low prices, and the price is temporarily strong and upward.

Comparison chart of price trend of pure benzene (upstream raw material) and cyclohexanone in business society:

Summary of domestic cyclohexanone market as of September 6:

region ., Price

East China 11200-11400 yuan / ton cash delivery

South China 11400-11500 yuan / ton cash delivery

Shandong region 11000-11100 yuan / ton cash delivery

In terms of raw materials and pure benzene, due to the impact of health events in East China commercial reservoir area, the unloading of import ships in some reservoir areas was suspended. Some arrival ships were still delayed, and the port commercial inventory fell to 73000 tons. Due to the delay of arrival of the ship and the delivery period at the end of the month, the market bought actively, driving the price stronger. Downstream, the maintenance of caprolactam unit is concentrated, the spot supply in the market is tight, and some chemical fiber plants actively purchase.

On September 2, Sinopec’s listing of pure benzene was raised by 100 yuan / ton to 7650 yuan / ton, which formed a good support for the cost side. It is expected that the supply of cyclohexanone will increase. The downstream may conflict with the current purchase of high priced cyclohexanone, and the bad is greater than the good. Cyclohexanone analysts of business society expect that the short-term rise in cyclohexanone market is difficult to continue.