1、 Price trend
According to the bulk data monitoring of business society, as of August 31, the average price of refrigerant R22 was 19500 yuan / ton, an increase of 20.62% over the beginning of the month and 19.36% over the same period last year
According to the bulk data monitoring of business society, as of August 31, the average price of refrigerant R134a was 22333.33 yuan / ton, an increase of 8.06 compared with the beginning of the month and 39% compared with the same period last year.
2、 Market analysis
In August, the market price of refrigerant R22 continued to rise. In the first half of the month, the market showed a steady upward trend, rising in the late ten days, with an increase of about 20% in the whole month. This month’s rise was mainly due to the impact of cost and quota factors, the tightening of market supply, manufacturers’ price and reluctant to sell, the market push up sentiment was high, and the focus moved up rapidly. In the first week of August, R22 rose tentatively, but the fluctuation was small; In the second week, R22 continued to rise, positive factors gradually became obvious, and the offer of cargo holders increased actively. In the third week, raw materials continued to rise, enterprises raised about 500-1000 yuan / ton, and the market price was not much. Since the fourth week, the market sentiment has become stronger and stronger. The maximum increase of enterprises is 3500 yuan / ton, and one product is hard to find. As of August 31, the market quotation of R22 is mostly in the range of 19500-22000 yuan / ton, about 21000 yuan / ton in Shandong, about 21000 yuan / ton in Zhejiang, about 20000-20500 yuan / ton in Hunan and about 22000 yuan / ton in Guangzhou. Prices in various places have increased significantly.
In August, the market price of refrigerant R134a rose. In the first half of the month, the market was weak and stable. In the late ten days, the price of R134a rose sharply, with an increase of about 8% in the month. The reason for the rise this month is also the rise in the price of raw materials, the enhancement of cost support, and the possible upside down shipment of refrigerant enterprises. For the sake of cost, the price is pushed up. In the first week, R134a market was stable and weak, and the goods holders reduced prices. In the second week, the market operated slowly and steadily, there was no clear positive guidance in the market, and the price hovered at the bottom. In the third week, the price of raw materials rose slightly, and R134a rose slightly. From the fourth week to now, the off-season of the auto market is still the same, but the enterprise actively supports the price out of cost considerations, and the enterprise has increased by up to 10000 yuan / ton. As of August 31, the market quotation of R134a is in the range of 23000-30000 yuan / ton, that of Zhejiang is about 23000-24000 yuan / ton, that of Hunan is about 23000-23500 yuan / ton, and that of Guangzhou is about 29000 yuan / ton. Prices in various places have risen steadily.
In terms of raw materials, as for raw materials, on August 31, the mainstream price of domestic anhydrous hydrofluoric acid manufacturers was 9500-9900 yuan / ton. The ex factory price trend of merchants in the field was temporarily stable. The operating rate of domestic hydrofluoric acid manufacturers was normal, and the supply of goods in the field was stable. Affected by the high price of fluorite, the market trend of downstream refrigerants has increased recently, mainly on-demand procurement in the field, It is expected that the market price may rise in the later stage.
On August 30, the methane chloride Market in Shandong was reorganized, and some manufacturers offered adjustment. At present, the mainstream ex factory price of dichloromethane and trichloromethane is about 4190 ~ 4200 yuan / ton, and the mainstream ex factory price of trichloromethane is 3150 yuan / ton. The downstream inquiry is on demand.
3、 Future forecast
According to the refrigerant analysts of business society, the price of raw materials was tight in August, the cost was under pressure, the offer of refrigerant enterprises was high, and the on-site supply was tightened, and the market was mostly in a state of price and no goods. Although the demand continued to be weak, the market was bullish, and most operators were bullish. It is expected that the R22 and R134a market will operate at a high level in the short term, and there are still rising expectations.