1、 Price trend

According to the data of the business club’s block list, the price of aniline rose within the week. On April 18, the price of aniline in Shandong was 10200-10500 yuan / ton, and that in Nanjing was 10500 yuan / ton. On April 25, the price of aniline in Shandong was 10600-10800 yuan / ton, and that in Nanjing was 11000 yuan / ton. The average price increased by 3.21% over last week, 35.86% over the beginning of the year, and 102.52% over the same period of last year.

2、 Analysis and comment

In terms of cost, the price of pure benzene in Europe and the United States rose sharply this week, driving the price of pure benzene in Asia to rise rapidly, and the domestic market also followed suit. In addition, due to the tight supply of downstream styrene, the price continued to rise, supporting the price of pure benzene to a high level. This week, Sinopec actively increased the listing price of pure benzene, twice, with a total increase of 450 yuan / ton to 7300 yuan / ton, with strong bottom support, boosting the market mentality. On Sunday (April 25), the price of pure benzene was 7050-7400 yuan / ton (average price was 7280 yuan / ton), which was 460 yuan / ton higher than last week, or 6.74%; It was 129.65% higher than that of the same period last year.

The price of nitric acid rose this week compared with last week. On Friday (April 23), the production price of nitric acid in East China was 2300 yuan / ton, up 12.2% from the beginning of the month and 53.33% from the same period last year. Nitric acid delivery is OK, the manufacturer’s quotation is up.

In terms of demand, the aniline factory’s shipment was stable within the week; In terms of devices, Dongying Huatai and Jiangsu Yangnong devices were shut down for maintenance, and the market supply was reduced; In terms of cost, the price of pure benzene rose continuously, and the bidding price of enterprises rose. Positive boost, aniline prices rose in the week.

3、 Future expectation

In terms of cost, the external Asian American arbitrage window opened and the support was strong; Sinopec’s price is high with strong bottom support; Shandong Hongrun styrene plans to test run at the end of this month, and the demand in Shandong is expected to increase. Overall, the trend of pure benzene market is expected to be strong in the near future.

Under the support of the cost side, it is expected that the next week’s price will be high and firm, focusing on the upcoming May Day holiday downstream purchasing plan. In terms of plant, Jiangsu Yangnong aniline plant is expected to restart at the end of this month. Continue to pay attention to the trend of raw materials, the follow-up of downstream demand and the impact of aniline plant dynamics on aniline price.

According to the monitoring of business news agency, the price trend of domestic anhydrous hydrofluoric acid is temporarily stable in the near future. As of April 23, the market price of hydrofluoric acid is 10622.22 yuan / ton, and the market trend is relatively stable in the past two months with little change.

The price trend of domestic hydrofluoric acid is stable in the near future. Up to now, the mainstream price of domestic hydrofluoric acid is 9500-11000 yuan / ton. The domestic hydrofluoric acid trading market is mainly stable. The domestic hydrofluoric acid spot supply is normal in the near future, and the price trend in the market is mainly stable. The market is “lifeless”.

The domestic hydrofluoric acid spot supply is normal. Although some hydrofluoric acid units are overhauled, the hydrofluoric acid market spot supply is acceptable. Up to now, the mainstream hydrofluoric acid negotiation in the southern region is 9500-10500 yuan / ton, and the hydrofluoric acid price in the northern market is 10000-11000 yuan / ton. In the near future, the price trend of domestic hydrofluoric acid market is mainly stable, and the manufacturers reflect that the recent trend is mainly stable, but the spot supply of hydrofluoric acid on the floor has increased in the later stage, and the market price is facing downward pressure.

The market price trend of fluorite, the raw material of hydrofluoric acid, dropped slightly. As of the 23rd, the domestic fluorite price was 2733.33 yuan / ton, 1.01% lower than the price of 2761.11 yuan / ton in early March. Recently, the domestic fluorite spot supply is normal. However, as the temperature warms up, some manufacturers in the north are about to start their parking devices. At that time, the on-site supply may increase, and the domestic fluorite price trend will decline slightly. Up to now, the mainstream of domestic fluorite negotiations is 2600-2800 yuan / ton. The falling price of fluorite on the floor is the bad influence of hydrofluoric acid market, and the price trend of domestic hydrofluoric acid market is mainly stable.

The market of domestic refrigerants has risen slightly. Recently, the sales of the automobile industry is better, and the market of refrigerants has improved. The demand is mainly based on demand. The trend of the refrigerants industry has risen slightly, and the market of various types of refrigerants has risen slightly. However, the manufacturers are under pressure to ship, and the sales pressure is greater. However, the peak season of the refrigerator industry itself is in March and April, but the peak season is not prosperous, The price of refrigerants has not increased much, the start-up of the refrigerants industry is not high, and the market demand for hydrofluoric acid is limited. On the whole, favorable factors supported the refrigerant market generally, and the price of chloroform rose slightly, which led to the higher price of refrigerant. At present, the load of refrigerant R22 manufacturers is not high, the inventory is in a reasonable range, the market price continues to rise, but the downstream receiving capacity is limited, there are many wait-and-see emotions, the shipment situation of the goods holders is normal, some businesses still have the phenomenon of cost inversion, and the mainstream of on-site negotiations is 16000-17500 yuan / ton. Low load operation of domestic R134a manufacturers supported the price trend of R134a to rise slightly. However, the current demand-based procurement, downstream enterprises start is not high, traders wait-and-see mood is strong, refrigerant R134a current market quotation in 20000-24000 yuan / ton range, the price is high, but the transaction atmosphere is general, downstream refrigerant market has improved, but the overall operating rate is low, demand is general, hydrofluoric acid market price trend is stable.

Judging from the industrial chain diagram, the price of raw materials in the fluorine chemical industry has not changed much. The price of raw material fluorite has dropped slightly, and the price of downstream refrigerant products has risen slightly. In addition, the domestic hydrofluoric acid overhaul plant has recently been restarted, and the spot supply has increased. In general, Chen Ling, an hydrofluoric acid analyst in the business community, believes that the price of hydrofluoric acid market is under great pressure, Later prices may face a slight downward pressure.

According to the data monitored by the business community, as of April 22, the comprehensive price of PC market was 28800.00 yuan / ton, which was slightly lower than that of the same period last week. Recently, the wait-and-see atmosphere of PC market has been strengthened, the upstream raw materials are going down, and the PC market is weak and narrow.

The upstream bisphenol a continued the downward trend, the focus of discussion was low, the price reference was 29200-29500 yuan / ton, which was bad for the PC market mentality. At present, the PC Inventory was normal and there was no pressure, and the overall PC market was adjusted in a narrow and weak range, with limited space for a substantial decline.

On April 21, the commodity index of bisphenol A was 280.98, down 0.71 points from yesterday, down 0.78% from 283.19 points (2021-04-16), the highest point in the cycle, and up 289.76% from 72.09 points, the lowest point on April 6, 2020（ Note: period refers to the period from March 1, 2020 to the present

PC analysts of business news agency believe that: the downward trend of raw materials, PC mentality is confused, the current inventory has no pressure, and the PC market is mainly adjusted in a narrow range, so the possibility of a sharp decline is not great（ If you want to get more information about goods and master the price of goods, you can subscribe to the business community through the official account of the business community.

According to the data monitoring of business news agency, as of April 21, the average reference price of 30% grade phosphorus ore in mainstream areas in China was around 480 yuan / ton, which was 10 yuan / ton higher than that on April 18, or 2.31%, and 34 yuan / ton higher than that on April 1 (446 yuan / ton), or 7.46%.

China’s phosphate rock market recovers and prices rise in April

After the Qingming Festival in April, the domestic phosphorus ore market continued to recover steadily, and the terminal downstream entered the peak season to purchase, which provided support for the price increase of phosphorus ore market. On June 6, China’s phosphorus ore market ushered in the first large-scale price rise this month. Most of the phosphorus ore factories in Guizhou, Guangxi, Hebei and other places raised the market prices of middle and low-end phosphorus ores by 10-30 yuan / ton. Then the market entered the high-level finishing operation stage. During this period, I heard that some mines in Guizhou had the idea of continuing to adjust the price for the next orders, which was also certified this week.

On Monday (19th), some phosphorus ore enterprises in Guizhou started the second round of price adjustment in this month’s phosphorus ore market, raising the market price of medium and low-end phosphorus ore again. Among them, the range of 22% grade phosphate ore is about 20 yuan / ton, and the range of 30% grade phosphate ore is about 30 yuan / ton. After the increase, the reference price of 30% phosphate ore is about 400-430 yuan / ton, the reference price of 28% grade phosphate ore is about 340-360 yuan / ton, and the reference price of 22% grade phosphate ore is about 220-260 yuan / ton. Among them, the price of 30% phosphate ore car plate of Xifeng phosphate ore mine in Guizhou was raised to 400 yuan / ton, and the price of 30% grade phosphate ore train station platform in Kaiyang Guanglong, Guizhou was raised to 420 yuan / ton.

In terms of downstream yellow phosphorus, the domestic market price of yellow phosphorus increased. On April 20, the reference price of yellow phosphorus was 17566.67, up 3.94% compared with April 1 (16900.00). Affected by environmental factors, Yunnan’s large factories stopped, the spot of yellow phosphorus was tight, in addition, the downstream stock was prepared before the festival, the price in the yard rose, and the transaction price of new orders was higher. It is expected that the price of yellow phosphorus will rise steadily in the short term.

In terms of downstream phosphoric acid, the market of phosphoric acid has risen steadily in recent years, and the price adjustment of phosphoric acid enterprises is not much, with a slight adjustment of 50-100 yuan / ton, so we should carefully wait and see the market reaction. At present, although the support of cost side is getting stronger, the follow-up of phosphoric acid demand side is general, the inquiry enthusiasm is not high, and the purchasing just needs to be maintained. Both the buyer and the seller are in a wait-and-see state, and the trading atmosphere is not warm. At present, some phosphoric acid enterprises still hold the early quotation shipping, but the rising mentality appears, and the future market is expected to rise with the cost fluctuation. According to the monitoring of the business news agency, as of April 20, the quotation in Sichuan was 4900-5550 yuan / ton, that in Yunnan was 5200 yuan / ton, that in Hubei was 5200-5500 yuan / ton, that in Hebei was 5500 yuan / ton, and that in Guangxi was 5200-5320 yuan / ton. The prices in various regions rose steadily.

Stock preparation before the festival supports the recent strong trend of phosphate ore market

Near the labor day, the downstream market may usher in the stock before the festival, and the market trading atmosphere is good, which supports the positive attitude of the industry. Therefore, the phosphorus ore analysts of the business community believe that with the support of stock before the festival, the market price of phosphorus ore is expected to be strong and high in the near future, and the price of individual regions is expected to continue to explore.

Trade name: styrene butadiene rubber 1502

Latest price (April 20): 13875 yuan / ton

Key points of analysis: according to the monitoring of business news agency, the domestic price of styrene butadiene rubber was 13875 yuan / ton on the 20th, down 1.36% compared with the previous day. Since April, the price of styrene has rebounded slightly, while the price of butadiene has fallen sharply, and the cost side is mainly short. According to the monitoring of business news agency, as of April 20, the price of styrene was 9283 yuan / ton, up 5.89% compared with the beginning of the month; the price of butadiene was 6696 yuan / ton, down 9.69% compared with the beginning of the month. The increase of downstream stock is not obvious, the inquiry is not active, and the price of natural rubber is lower, which drives the market of styrene butadiene rubber gradually lower. According to the monitoring of business agency, as of April 20, the mainstream offer of Jilin Chemical’s butylbenzene 1502 market was 13800 ~ 13900 yuan / ton, Fushun 1502 market was 13700 ~ 13850 yuan / ton, and Qilu 1502 market was 13900 ~ 14000 yuan / ton.

Future forecast: at present, the cost and demand of styrene butadiene rubber are weak, and it is expected that styrene butadiene rubber will continue to be weak in the future.

Trade name: dichloromethane

Latest price (April 19): 3600 yuan / ton

Key points of analysis: according to the monitoring of business news agency, the domestic price of dichloromethane was 3600 yuan / ton on the 19th, down 1.91% compared with the previous day. According to the business news agency, at present, Jinling Dongying methane chloride plant is in normal operation, Luxi high load operation and Dongyue 50% load operation. The increase of downstream stock is not obvious, and the demand side is empty; in addition, the price of liquid chlorine is low recently, and the cost side is bad. According to the monitoring of the business society, as of April 19, the mainstream ex factory price of liquid chlorine for tank cars in Shandong is about 1900 yuan / ton.

Future forecast: at present, there is little pressure on the supply side, but the performance of cost and demand is weak. It is expected that the price of dichloromethane will be weak in the future.

1、 Price trend

According to the monitoring data of the business community, the average price of EPS common material was 10475 yuan / ton on April 12 at the beginning of this week, and 10425 yuan / ton on April 16 at the weekend, up 33.65% compared with the same period last year.

2、 Market analysis

At present, the EPS market is in a downward trend, with a slight decline as a whole. As of April 15, styrene spot in Jiangsu was about 9250 yuan / ton, up 250 yuan / ton or 2.78% from the closing price of 9000 yuan / ton on April 8. At the beginning of the week, the trend of styrene was weak, but the transaction was good. In the middle of the week, styrene stopped falling and rebounded due to the impact of the sharp rise in crude oil. The price of EPS rose cautiously. On Wednesday, EPS factory orders were large, but some downstream orders were small. Some businesses turned to wait-and-see after replenishing the right amount, and the overall transaction was poor.

On the supply side, Anhui Jiaxi may be put into production by the end of next week, and the demand for plates is good, so the output is expected to increase next week. At present, the packaging demand in East China, South China and other regions is weak, and orders for graphite materials still need to be arranged for a long time. As of April 15, Jiangyin Jianlong ordinary material factory 10400 yuan / ton, down 100 yuan / ton, down 0.95%, stop fuel factory 10700 yuan / ton, down 100 yuan / ton, down 0.93%.

3、 Future forecast

At present, the majority of orders in the market are still based on rigid demand, and the intention to build warehouse in batches is insufficient. It is expected that the domestic EPS price will rise slightly in the short term.

According to the monitoring data of the business agency, as of April 16, the average ex factory price of n-butanol in Shandong Province was 11633 yuan / ton, up 1033 yuan / ton or 9.75% compared with the price on April 11 (10600 yuan / ton); Compared with the price on April 1 (reference average price of n-butanol 11000 yuan / ton), the average price increased by 633 yuan / ton, or 5.76% From January 1 to April 16, the price of n-butanol had a maximum amplitude of 10.79%. In March, the domestic n-butanol market fell sharply. The price of n-butanol rose by more than 10% in early April

In April, the decline of n-butanol continued. The downstream users of butyl acrylate digested the raw material inventory, resulting in few new orders of n-butanol. The market atmosphere continued to be cold. From the first day, the price of n-butanol continued to be weak and fell. Until the seventh day, after the market price of n-butanol dropped to a low point, the transaction of low-end market price turned better, The downstream small and medium-sized order replenishment enthusiasm increased, the n-butanol market price began to rebound from the bottom on the 8th, and the market transaction center began to move upward, but the downstream purchasing was still cautious, and the n-butanol market rose steadily. Starting from the 12th of this week, the spot transaction of n-butanol plant was gradually smooth, the downstream demand increased, the domestic n-butanol market began to rise and the rising trend continued to strengthen, and the downstream butyl acrylate market rebounded at a low level, which continued to support the n-butanol market mentality. By the end of the 16th weekend, the reference factory price of n-butanol in Shandong Province was around 11300-12100 yuan / ton, and the average price was 11633 yuan / ton. Compared with a week ago, the average price increased by 1033 yuan / ton, or 9.75% per week. Compared with the low market price in early April (10500 yuan / ton on the 7th), the average price increased by 1133 yuan / ton, or 10.79%; Compared with the beginning of the month, the average price rose 633 yuan / ton, or 5.76% in the first half of the month. Upstream, April 15, Shandong propylene market prices rose slightly. According to the price chart of the business association, the price of propylene decreased sharply in the second half of March and rose at the end of the month At the beginning of the month, the market price rose slowly, with an average daily increase of about 50 yuan / ton. From the beginning of the 6th, the price rose steadily. Today’s price rose by more than 50 yuan / ton. Now the market transaction is between 8250 and 8400 yuan / ton, and the mainstream price is about 8250 yuan / ton. U.S. propylene on April 1, down on the domestic market may have a certain impact. Propylene prices in Asia have risen slightly recently, which has little impact on the propylene market. There is no pressure in propylene market, and some units are still under repair. N-butanol industry is in a good mood, and the short-term market is mainly stable

At the beginning of the month, the market price rose slowly, with an average daily increase of about 50 yuan / ton. From the beginning of the 6th, the price rose steadily. Today’s price rose by more than 50 yuan / ton. Now the market transaction is between 8250 and 8400 yuan / ton, and the mainstream price is about 8250 yuan / ton.

Magnesium market trend

On April 15, 2021, the price range of magnesium ingots (99.9%, non pickling, simple packaging) ex factory cash including tax in the main production areas of China is generally 15500-15900 yuan / ton, mainly through actual single negotiation.

The specific price range of each region is as follows:

In fugu, the ex factory spot exchange including tax is 15500-15700 yuan / ton; in Taiyuan, 15700-15800 yuan / ton; in Wenxi, 15800-15900 yuan / ton; in Ningxia, 15650-15700 yuan / ton.

Magnesium ingot is original magnesium ingot according to national standard (GB / t3499-2011); non pickling, no wooden pallet and non payment acceptance price, mainly based on single negotiation.

According to the data of the business association, the average market price of the main production areas on the 15th was 15566.67 yuan / ton, up slightly from the quotation at the beginning of the month.

This week, the supply and demand of magnesium ingot Market is relatively stable, with little trading volume. Downstream processing enterprises mainly purchase on demand. At present, the operating rate is relatively stable. At the beginning of this month, downstream purchasing drives the turnover of magnesium ingots in the market. In addition, magnesium enterprises in the main production areas do not have much inventory at present, so they are still willing to support the price. The price of magnesium ingots rose slightly last week.

The domestic epoxy resin market continues to rise, and the record is continuously brush on the basis of the original high price. As for the “ceiling”, up to now, the liquid resin Market in East China has exceeded the level of 40000 yuan / ton (barrel), with the offer of 40000-41000 yuan / ton, and Huangshan solid resin market has also risen to 33000-34000 yuan / ton. The rise of epoxy resin is greatly supported by the good support of upstream and downstream, and the liquid resin in East China has increased by 86% since 2021.

On the one hand, the prices of bisphenol A and epichlorohydrin are high and continue to rise. The price of BPA is hardly expected to decline in the second quarter or even in the year, due to the shortage of supply and the firm offer of the stockholding company. In addition, there are many overhaul in BPA plant in the second quarter, and the supply is expected to decrease. In the second quarter, even in the year, the price of BPA is difficult to fall sharply.

The price of dicloxychloropropane was RMB 15267 / ton, which opened a wide-ranging increase in April. After the Qing Dynasty, it increased by 20% and 63% year on year. At present, the raw material price is firm and stable, and the cost pressure is still in existence. The downstream epoxy resin price continues to rise, and the factory delivery is not under pressure for a while. The market has a strong market price intention. In the short term, the market of oxychloropropane will continue to run strongly.

On the other hand, the downstream acceptance of high prices is still acceptable. Although the downstream is suffering, there are also production reduction, but the overall balance is still maintained. Overseas orders are constantly in line with high heat of domestic wind power projects and good short-term demand. However, in the long run, if the market continues to go higher, the cost cannot be transferred to the downstream, and more downstream has to choose alternative products. According to the business agency, the current liquid resin is operating normally, with the commencement rate of about 80%. The factory mainly delivers the orders in the early stage, and the price of new single is still rising; the environmental protection supervision of solid epoxy resin has affected the low commencement rate and the new single price negotiation is cautious.

From the perspective of business agencies, the cost support is strong, and it is difficult to go down in the short term under the continuous tension of bisphenol a supply. Epichlorohydrin opens a wide pull up trend and the price is high; the epoxy resin is affected by the continuous good downstream, and the market supply tension is difficult to change. The business agency expects the epoxy resin market to continue to be high in the second quarter.