According to the data of the business club’s block list, as of June 20, the average price of domestic industrial lithium hydroxide enterprises was 88666.67 yuan / ton, up 1.53% compared with the price at the beginning of the month, up 2.31% compared with the price on May 20, and up 18.22% over the same period in three months.

In the first half of June, the domestic industrial grade lithium hydroxide Market was strong

In June, the spot supply in the market was tight, the demand side performed well, the support of supply and demand side was strong, and the focus of market negotiation went up. In the near future, the shortage of market supply eased slightly, the downstream demand continued to be strong, and the market price of lithium hydroxide mainly increased slightly in the middle and early June.

According to customs statistics, in May 2021, China’s lithium hydroxide import volume was 414.13 tons, the import amount of that month was about 3.1 million US dollars, and the average import price of that month was 7487.73 US dollars / ton. According to customs statistics, in May 2021, China’s lithium hydroxide export volume was 6129.93 tons, the export amount of that month was about US $54.33 million, and the average export price of that month was US $8862.30/ton.

Upstream lithium carbonate, industrial grade and battery grade lithium carbonate prices are still in stable operation this week. According to the data monitoring of business news agency, the average price of industrial grade lithium carbonate in East China on June 18 was 87000 yuan / ton, which was stable compared with that at the beginning of the week (the average price of industrial grade lithium carbonate in East China on June 14 was 87000 yuan / ton). On June 18, the average price of battery grade lithium carbonate in East China was 90800 yuan / ton, which was stable compared with that at the beginning of the week (on June 14, the average price of battery grade lithium carbonate in East China was 90800 yuan / ton). On the 18th, the comprehensive quotation of industrial grade lithium carbonate market was around 82000-90000 yuan / ton, and the comprehensive quotation of battery grade lithium carbonate market was around 85000-92000 yuan / ton.

Business community lithium hydroxide analysts believe that based on the current supply and demand situation, the market is still good, it is expected that in the short term, the domestic industrial lithium hydroxide market may be strong operation, specific trends need to pay more attention to market information guidance.

Since 2021, the domestic potash fertilizer market price has been rising. According to the price monitoring of the business community, as of June 17, the average price of potassium chloride market was 2800 yuan / ton, up 29.63% from the beginning of the year. In terms of domestic potash fertilizer, the production and sales of potassium chloride in Qinghai Salt Lake are normal, and the ex factory quotation is 2450 yuan / ton, but the bidding price of Salt Lake Group products has repeatedly reached new highs. In terms of imported potash fertilizer, the port price has also increased rapidly. At present, the port’s self withdrawal rate is about 2450 ~ 2500 yuan / ton for 60% red powder, 2650 ~ 2700 yuan / ton for 62% white crystal and powder, and 2550 ~ 2600 yuan / ton for 60% Dahong granules. The dealer’s quotation has exceeded 3100 yuan / ton.

At present, the port inventory is about 2.1 million tons, which is lower than the previous period, and about 25% lower than the same period last year. At the same time, the number of ships entering the import market decreased, and the import volume decreased. In addition, the output of domestic potash chloride fertilizer has declined this year, and the enterprise inventory is at a low level. Therefore, in the case of continuous shortage of goods, the price of potash chloride fertilizer will still be high in the later period, so it is possible to continue to make up.

In recent years, with the occurrence of major international events such as Sino US trade war and epidemic situation and the change of climate conditions, the role of Potash (fertilizer) industry in the “food security” of China’s 1.4 billion people has become increasingly prominent, and the traditional technology and operation mode of Potash (fertilizer) industry are also in constant innovation and development. In particular, many new technologies, new models, new equipment, new ideas, new applications and new channels have emerged in the production technology and market fields of traditional potassium chloride, potassium sulfate, potassium nitrate, potassium magnesium sulfate, potassium dihydrogen phosphate, potassium soil conditioner, potassium carbonate, potassium humate, potassium fulvic acid, potassium phosphite, potassium formate, potassium nitrate type photothermal energy storage molten salt, This requires a process of mutual understanding, exchange and learning between people inside and outside the industry.

In order to fundamentally improve the utilization rate of potassium resources, improve the market competitiveness of China’s potash (fertilizer) products, the sustainable green development of resources and the prediction of future market development, and promote the direct docking of Potash (fertilizer) products and agricultural products in large-scale agricultural planting bases. On the occasion of the 22nd Qinghai green development investment and trade fair, the national chemical fertilizer industry information center, together with the potash Department of the chemical fertilizer special committee of the Chinese chemical society, alfonda Technology (Beijing) Co., Ltd. and other relevant units, decided to open the forum from July 23 to 25, 2021, In Xining City, Qinghai Province, the “2021 (5th) · China Potash (fertilizer) science and technology exchange conference and docking meeting of potash fertilizer and soil health base” was organized and held. Focusing on the theme of “industrial integration and green development”, the conference was mainly carried out in the form of theme report, new product release, product and technology display, base docking, on-site investigation, etc. Click to see details

From June 14 to June 18, 2021, the market price of antimony ingot in East China was temporarily stable, at 54750 yuan / ton.

The antimony commodity index on June 17 was 76.22, flat with yesterday, down 25.51% from 102.32 (2012-10-16), the highest point in the cycle, and up 62.24% from 46.98, the lowest point on December 24, 2015（ Note: period refers to the period from September 8, 2012 to now).

Antimony ingot prices remain stable this week, and the market is expected to rise again. Therefore, the market inquiry atmosphere this week is slightly active, the transaction of low price source is better, and the shipment volume has improved compared with the previous period, but the overall situation is still low. Variety differences are still large, antimony oxide supply is still too much, downstream buyers mainly wait and see.

As of June 18, the domestic market was 52000 yuan / ton for 2-ton antimony ingot, 56500 yuan / ton for 1-ton antimony ingot and 57500 yuan / ton for 0-ton antimony ingot.

Antimony ingot Market is about to enter the traditional off-season, the future demand is expected to decline, antimony ingot manufacturers have the intention to raise prices, and antimony ingot prices are expected to be strong in the future.

According to the data of the business club’s block list, as of June 16, the average price of acrylic acid in East China was 10400 yuan / ton, up 0.65% compared with the previous trading day, up 1.96% compared with the price before the festival (11th), and down 4% compared with the price on May 16. In the first ten days of June, the acrylic acid market was in light operation. After the return of the Dragon Boat Festival holiday, the transaction situation of acrylic acid market was warmer, and the price was stable and rising.

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)

enterprise market price Specifications date

Jinan Mingwei Chemical Co., Ltd 10000 yuan / ton Commercial standard: propanoic acid; Grade: superior 2021-6-16

Jinan pulaihua Chemical Co., Ltd 10100 yuan / ton Commercial standard: propanoic acid; Grade: superior 2021-6-16

Jinan aochen Chemical Co., Ltd 10200 yuan / ton Commercial standard: propanoic acid; Grade: superior 2021-6-16

Jinan jinrihe Chemical Co., Ltd 10200 yuan / ton Commercial standard: propanoic acid; Grade: superior 2021-6-16

As of June 16, the reference price of upstream propylene was 7927.64, which was the same as that of the previous trading day, which was the same as that of the previous trading day, increased by 0.11% compared with the price before the festival (June 11), and increased by 2.76% compared with that of June 1 (7714.91). At present, the overall trading atmosphere of the market is mainly stable.

Acrylic acid analysts from business news agency believe that at present, there is a certain support on the cost side, the enthusiasm of downstream purchasing is improved, and the market transaction is picking up. It is expected that the acrylic acid market will be stable and good in the short term, and more attention should be paid to the market information guidance.

1、 Price trend

According to the data of business club’s block list, aniline prices were mainly consolidated this week. On June 4, the price in Shandong was 9100-9200 yuan / ton; The price of aniline was 9200-9300 yuan / ton in Nanjing, and 8800-9100 yuan / ton in Shandong on June 11; The price of aniline in Nanjing was 9000 yuan / ton, with an average price of 2.18% lower than last week; It is 13.5% higher than that at the beginning of the year and 97.79% higher than that at the same period of last year..

2、 Analysis and comment

In terms of cost, the downstream profits of pure benzene are in deficit, and the follow-up of pure benzene is weak. The rapid decline of styrene in the week dragged down the pure benzene mentality, and the price fell with it. This week, Sinopec cut the price of pure benzene by 150 yuan / ton to 7750 yuan / ton. On Sunday (June 13), the price of pure benzene was 7600-7750 yuan / ton (average price was 7730 yuan / ton), and the average price fell 180 yuan / ton, or 2.28%, compared with last week; Compared with the same period last year, it increased by 106.13%.

The price of nitric acid rose this week. On Friday (June 11), the price of nitric acid production in East China was 2266.67 yuan / ton, up 1.49% from last week and 56.32% from the same period last year.

Although Huatai unit was restarted last week, there are still many units in the market running at reduced load, and the on-site supply is reduced, which supports the price of aniline. In the first half of the week, aniline consolidation is the main factor. Near the weekend, in order to promote shipment, aniline prices fell.

3、 Future expectation

In terms of cost, internationally, the recovery of crude oil is promising; The external price falls, the import arbitrage window opens, and the import volume of pure benzene is expected to increase in the later period. In China, the pure benzene units that were overhauled in the early stage have been restarted one after another, and the supply has been rising gradually; However, the short-term supply in the market is still tight. Overall, it is expected that the price of pure benzene will be sorted out next week.

Individual units in the site still maintain load reduction operation, but the downstream demand is general. Generally speaking, the short-term consolidation of aniline still remains stalemate. Continue to pay attention to the trend of raw material, the follow-up of downstream demand and the dynamic of aniline plant.

According to statistics, the price trend of domestic fluorite was temporarily stable this week. By the end of the week, the average price of domestic fluorite was 2616.67 yuan / ton, which was the same as that at the beginning of the week, with a year-on-year decrease of 4.46%.

This week, the price trend of fluorite is temporarily stable, the trading of fluorite in the field is weak, the mine is affected by environmental protection supervision, the start-up is insufficient, the price of fluorite raw ore is on the high side, the flotation cost of the concentrator is high, and the flotation plant is not willing to ship at a low price. However, the downstream hydrofluoric acid industry is not high, the demand for fluorite is not improved, and the fluorite plant in the north is gradually started, and the supply has increased, The contradiction between supply and demand has intensified, and the price trend of fluorite in the market is temporarily stable. The mainstream of fluorite negotiation in the venue has declined. The price of 97 fluorite wet powder in Inner Mongolia is 2400-2500 yuan / ton, that in Fujian is 2500-2600 yuan / ton, that in Henan is 2500-2600 yuan / ton, and that in Jiangxi is 2500-2600 yuan / ton. The domestic fluorite price has little change recently.

The price trend of fluorite downstream hydrofluoric acid market is temporarily stable. As of the weekend, the domestic hydrofluoric acid market price is 10020 yuan / ton. The price trend of hydrofluoric acid market is stable, which has certain positive support for the upstream fluorite market, and the fluorite price trend is stable. The price trend of downstream refrigerant products is stable, and the operating rate of the refrigerant industry is not high. In recent years, the sales market of the automobile industry is normal, and the refrigerant market trend is temporarily stable. The demand side mainly purchases on demand, and the trend of the refrigerant industry is stable. However, the manufacturer’s shipment is under pressure, the sales pressure is high, and the operation of the refrigerant industry is low, so the market demand for hydrofluoric acid is limited. On the whole, negative factors dominate the refrigerant market, and the prices of hydrofluoric acid and chloroform are lower, which makes the refrigerant industry under pressure. At present, the load of R22 manufacturers is not high, the inventory is in a reasonable range, the market price trend is stable, but the downstream receiving capacity is limited, there is a lot of wait-and-see mood, the delivery situation of goods holders is normal, some businesses still have the phenomenon of cost inversion, and the mainstream of on-site negotiation is 16000-17500 yuan / ton. Domestic R134a manufacturers are operating at low load, and the price trend of R134a remains stable. However, the current demand procurement is the main, the downstream enterprises are not high, and the traders are in a strong wait-and-see mood. At present, the market quotation of refrigerant R134a is mostly in the range of 20000-24000 yuan / ton, but the transaction atmosphere is general, the market trend of downstream refrigerant is stable, and the price trend of fluorite is temporarily stable.

On the whole, the market of downstream refrigerant industry is temporarily stable, but the market supply of hydrofluoric acid may increase in the near future. In addition, the supply of fluorite in the market will rise. Chen Ling, an analyst of business society, believes that the market price of fluorite may still have room for decline in the short term.

1、 Trend analysis

According to the nickel price monitoring of the business community, on June 10, the nickel price fell slightly, with the spot price of 133050 yuan / ton, down 0.4% from the previous day, up 3.84% from the beginning of the year, and up 28.04% from the same period last year.

The recent trend of nickel wide shocks. At present, the supply and demand fundamentals of nickel are relatively good, the demand for nickel resources from stainless steel and new energy is high, and the import of Philippines is affected by the weather, so the nickel price is relatively strong. Today, the U.S. dollar index rebounded, putting pressure on the market, and metal prices rebounded slightly. In addition, gradually into the off-season in June, demand or gradually weak. Nickel prices are expected to remain volatile and weak in the short term.

The domestic butadiene market was consolidated after rising. Although the business offer was high, the price difference between the north and the South led to the poor transaction of East China’s sources and the limited demand for follow-up, which led to the low transaction focus. According to the sample data monitored by the business community, as of June 9, the domestic butadiene market price was 8163 yuan / ton, with a month on month rise of 19.35%, and a year-on-year rise of 114.76%. In terms of price, the delivery price in central Shandong is about 8750-8850 yuan / ton; In East China, the self raised price of cans dropped slightly to about 8350-8450 yuan / ton.

The domestic butadiene market was slightly consolidated, with some businesses offering high prices, but the transaction of high price sources was not smooth, and the market trading atmosphere was cold, which dragged the focus of transaction to the low end.

In terms of enterprises, Liaoyang Petrochemical’s 30000 T / a butadiene plant has been running steadily, with a small amount of goods being exported, and the latest price is 8510 yuan / T. Liaotong chemical’s 120000 T / a butadiene plant is in normal operation, and the main source of goods is downstream pipeline transportation. 78 t of goods are exported through competitive price, and the base price is 8510 yuan / T. Fushun Petrochemical’s 160000 T / a butadiene extraction unit is in normal operation, mainly for mutual supply of goods and self use, and has no export for the time being.

The external supply price of butadiene of main production enterprises is as follows:

enterprise ., Price (yuan / ton)%, plant dynamic

Liaoyang Petrochemical 8200 yuan / ton Stable operation of 30000 T / a butadiene plant

Dalian Hengli 8410 yuan / ton 140000t / a butadiene plant operates stably, and the source of goods is normal for export

Liaotong chemical eight thousand five hundred and ten 78 tons of goods for export

Fushun Petrochemical No export Normal operation of 160000 T / a butadiene extraction unit

Jiutai, Inner Mongolia / The 70 kt / a oxidative dehydrogenation unit has been shut down for maintenance since April 12 and is expected to last about 20-30 days

Sipang, Jiangsu Province eight thousand and five hundred Stable operation of 100 kt / a butadiene oxidative dehydrogenation unit

Zhenhai Refining & Chemical Co., Ltd eight thousand Normal operation of 165000 T / a plant

Shanghai Petrochemical eight thousand Normal operation of 120000 T / a plant

Yangzi Petrochemical eight thousand Normal operation of 120000 T / a plant

Sinopec eight thousand The 200000 t / a plant is in normal operation and mainly supplied by each other

Maoming Petrochemical seven thousand nine hundred and fifty 150000 T / a plant is in normal operation, mainly for mutual supply and a small amount for export

Guangzhou Petrochemical eight thousand The 30000 T / a plant is in normal operation, mainly for mutual supply and a small amount for export

Wuhan ethylene eight thousand and two hundred 190kt / a extraction unit operates stably, mainly for mutual supply and a small amount for export

External price: as of June 8, the external price of butadiene in Asia was stable: FOB Korea closed at US $1085-1095 / T, CFR China closed at US $1095-1105 / T. The external price of butadiene in Europe was stable: FOB Rotterdam closed at US $1495-1505 / T; FD northwest Europe closed at 1220-1230 euros / ton.

region ., Country. Closing price. Up and down

Asia FOB Korea 1085-1095 USD / T 0 USD / ton

Asia CFR China 1095-1105 USD / T 0 USD / ton

Europe FOB Rotterdam 1495-1505 USD / T 0 USD / ton

Europe FD northwest Europe 1220-1230 euro / ton 0 euro / ton

The market slightly higher offer, transaction is not smooth, traders more cautious wait-and-see. Business analysts expect market weakness, mainly consolidation.

According to the monitoring of the business community, the price of phthalic anhydride in the domestic market fell slightly this week. By the end of the week, the price of phthalic anhydride was 6400 yuan / ton, down 1.54% compared with 6500 yuan / ton at the beginning of the week, up 28.32% year-on-year. Recently, the price trend of phthalic anhydride dropped slightly, the spot supply was normal, and the sales situation was general.

In recent years, the price trend of phthalic anhydride market has declined slightly, and the delivery of phthalic anhydride market is normal. In recent years, the downstream demand has little change. The price trend of o-benzene is temporarily stable, the plasticizer market has fallen, and the downstream market has fallen, which is bad for the domestic market price of phthalic anhydride, and the domestic price of phthalic anhydride has fallen. Domestic phthalic anhydride manufacturers started at a low level, and the operating rate of phthalic anhydride was about 60%. The domestic phthalic anhydride spot supply was normal, the market price trend declined, the downstream plasticizer industry market declined, and the actual transaction was normal. The price trend of phthalic anhydride market in East China has dropped, and the high-end transactions in the market are limited. The mainstream of neighboring France source negotiation in East China is 6400-6500 yuan / ton, and the mainstream of naphthalene method source negotiation is 6200-6300 yuan / ton; The mainstream quotation of phthalic anhydride market in North China is 6400-6600 yuan / ton. The wait-and-see mentality of phthalic anhydride market still exists, and the downstream is mainly purchased on demand. Recently, the trend of downstream DOP market has declined. Affected by this, the market price of phthalic anhydride has dropped slightly.

The price trend of domestic o-benzene is temporarily stable this week, with the market price of 6200 yuan / ton. The price trend of domestic o-benzene is temporarily stable this week. The stable price of domestic o-benzene is a good support for the phthalic anhydride market. In addition, the market of imported o-benzene in the port area is temporarily stable, and the quantity of imported o-benzene in the port area is acceptable. In the near future, the inventory of o-benzene in the port has little change, and the external quotation of o-benzene fluctuates steadily. The actual transaction price is subject to negotiation, The price trend of o-benzene is temporarily stable, the price of raw material o-benzene is stable, which is good for the domestic market price of phthalic anhydride, and the recent decline in the market price of phthalic anhydride is limited.

The market price of the downstream DOP of phthalic anhydride declined slightly. According to the monitoring of the business community, the domestic DOP price was 12650 yuan / ton by the end of the week, with a decline of 0.39% this week. The equipment start-up of DOP enterprises was low, the supply of DOP was temporarily stable, the price of PVC fluctuated and stabilized, and the downstream demand was general. Plasticizer DOP market downward pressure still exists, rising momentum increases, the transaction price is subject to the real-time price, the overall DOP price is about 13100-13500 yuan / ton, the domestic demand for phthalic anhydride has little change, the downstream market is slightly lower, and the price trend of phthalic anhydride market is declining.

In general, the crude oil price remains high in the near future, and the downstream plasticizer industry has a rising trend, the DOP price trend is warming up, and the o-benzene price trend is stable. It is expected that the market price of phthalic anhydride will remain stable in the future.

According to the monitoring data of the business community, as of May 30, the reference average price of silicone DMC market in the mainstream areas of data monitoring was 26666 yuan / ton, which decreased by 933 yuan / ton, or 3.38%, compared with May 1 (reference average price of silicone DMC was 27600 yuan / ton).

In early May, the domestic silicone DMC market fell sharply, down 3.74% in half a month

In the first ten days of May, after the return of May Day, the domestic silicone DMC market suffered a sharp decline, and the market was bad. The inventory of individual factories accumulated in the holiday days. After the holiday, it was common for factories to yield profits and deliver goods. Some factories began to sharply reduce the ex factory price of silicone DMC by more than 1000 yuan / ton. However, the lower price did not bring about a large-scale replenishment in the downstream. The downstream still maintained a rigid demand procurement, and the overall trading atmosphere was cautious. As of May 15, the price of silicone DMC had been reduced by more than 1000 yuan / ton, The mainstream market quotation of silicone DMC is around 25500-27200 yuan / ton, and the low-end quotation falls to 25200 yuan / ton. Compared with the price at the beginning of the month, the price of silicone DMC falls by 3.74% in half a month.

In late May, although the market of silicone DMC recovered for a short time, it still fell as a whole. ”

In late May, the atmosphere of domestic silicone DMC market warmed up. Mainly due to the influence of environmental policy, the operating rate of monomer plants decreased in late May, the supply of spot goods on the floor was tight, the market sealing phenomenon increased, and the overall trading atmosphere gradually warmed up. From the 17th, some factories continuously increased the ex factory price of silicone DMC. In just four days, the ex factory price of silicone DMC was back to the highest value in the current month, According to the data monitoring of business news agency, on the 21st, the reference factory price of silicone DMC was 27100 yuan / ton. Compared with the 15th, the average price of silicone DMC increased 534 yuan / ton, or 2.01%. Among them, the silicone DMC of a monomer factory in Shandong Province increased the most, by 1600 yuan / ton. On the 21st, the mainstream quotation of silicone DMC market was around 26800-27500 yuan / ton.

However, after staying at a high level for a few days, on the 24th, some factories in Shandong lowered the ex factory price of silicone DMC again to 25800 yuan / ton, down by 1000 yuan / ton. The sharp drop in price brought a heavy wait-and-see mood to the market. Many manufacturers continued to close the offer, and the downstream also took a cautious attitude towards the market. By the end of the month, the market had slightly warmed up, but there was no big rise. As of the 31st, the factory price reference of silicone DMC was 26000-27300 yuan / ton, and the average price reference was 26666 yuan / ton. Compared with the price at the beginning of the month, the overall market of silicone DMC fell by 3.38% in May.

On the downstream side, the overall market of 107 glue and silica gel in May was weak. The support given by the raw material silicone DMC was not enough. The market trading atmosphere was general, but the low operating rate gave some support to the market. The overall market of 107 glue was stable and weak. As of the 31st, the factory quotation of 107 glue was around 27000-28000 yuan / ton.

Future trend forecast

At the end of the May, the market of organic silicon DMC had risen slightly, the overall atmosphere had improved, the downstream demand was replenishment, the acceptance of raw materials for stable adjustment was improved, and the confidence of organosilicon DMC industry has been restored. Therefore, business analysts believe that in June, the domestic silicone DMC market will continue to operate steadily and steadily, and more attention should be paid to the changes of supply and demand side.