1、 Price trend

According to the data of the business club’s block list, the average price of domestic liquid caprolactam was 14000 yuan / ton on May 24, and the average price of domestic liquid caprolactam was 13950 yuan / ton on May 30. Caprolactam prices fell 0.36% this week.

2、 Market analysis

As of May 28, the price of caprolactam liquid in Nanjing Dongfang was 14600 yuan / ton, the 400000 ton / year unit was in normal operation, and the caprolactam unit was in normal operation. Sinopec caprolactam liquid price is 14400 yuan / ton. The price of Baling Hengyi caprolactam liquid is 14400 yuan / ton, 450000 tons / year, the unit is normally started and delivered by acceptance. The price of caprolactam liquid in Baling Petrochemical Company is 14400 yuan / T. The 300000 t / a unit is normally started and delivered by acceptance. The price of caprolactam liquid in Shandong Luxi Chemical Co., Ltd. is 13400 yuan / T, the production capacity of the factory is 300000 tons, and the plant is in normal production.

The price of raw material pure benzene fell continuously this week, with a wide range of decline. On May 23, the price of pure benzene was 7700-8200 yuan / ton (average price was 8080 yuan / ton), and on Sunday (May 30), the price of pure benzene was 7303-7600 yuan / ton (average price was 7520 yuan / ton), with an average price of 560 yuan / ton, down 6.47% compared with last week; It was 108.89% higher than that of the same period last year.

3、 Future forecast

Caprolactam analysts of business news agency believe that the caprolactam market is not good due to the continuous decline of raw material pure benzene and insufficient follow-up of downstream enterprises’ demand this week. It is expected that caprolactam will continue to decline in the short term.

1、 Price data

According to the data of the business club’s block list, the price of petroleum coke products of domestic refineries continued to rise. The average price of Shandong market on May 30 was 2302.00 yuan / ton, down 2.81% from the average price of 2368.67 yuan / ton on May 24. On May 30, the petroleum coke commodity index was 179.05, which was the same as yesterday, decreased by 2.81% from the highest point 184.23 (2021-05-25) in the cycle, and increased by 167.68% from the lowest point 66.89 on March 28, 2016（ Note: period refers to the period from September 30, 2012 to now

2、 Analysis of influencing factors

This week, the storage of local refined petroleum coke was high, and the price continued to fall. The downstream demand of low sulfur coke is poor, and the price continues to be weak. Refinery maintenance is about to start, some refinery inventory is high, and the price of medium and high sulfur coke continues to fall.

Upstream: the international oil price rose sharply, and the US Iran negotiation process still affected the market sentiment. However, due to the storm in the Gulf of Mexico that may lead to the closure of oil fields, and the disagreement on Iran’s lifting sanctions negotiations, the international oil price rose for a time.

Downstream: the price of raw materials has fallen, the cost pressure of carbon enterprises has decreased, and the recent strict environmental supervision may affect the operating rate of enterprises; The price of calcined coke declined; As of May 30, the price of electrolytic aluminum in the lower reaches rose to 18830.00 yuan / ton; The silicon metal market is affected by the supply and demand factors recently, and the price rises and falls with each other.

Industry: according to the price monitoring of the business community, in the list of commodity prices in the 21st week of 2021 (5.24-5.28), there were 8 kinds of commodities in the energy sector that rose month on month, including 1 kind of commodity that rose more than 5%, accounting for 6.3% of the number of commodities monitored in the sector; The top three commodities were WTI crude oil (5.14%), Brent crude oil (4.15%) and liquefied natural gas (0.87%). There were six kinds of commodities that declined on a month on month basis, and the top three products were steam coal (- 4.86%), petroleum coke (- 2.81%) and liquefied gas (- 1.35%). The average rise and fall this week was 0.16%.

According to the petroleum coke analysts of business society, the early inspection and repair plants have started in succession, the storage of local petroleum coke is high, the refinery goes out of stock at the end of the month, the price is reduced, and the environmental protection and carbon neutralization factors affect the overall prediction that the petroleum coke may go down in the near future.

According to the monitoring of business news agency, the price of activated carbon was 9233 yuan / ton at the beginning of this week, and 9233 yuan / ton at the end of this week, showing a stable price.

The domestic price of activated carbon is stable. At present, the ex factory price of activated carbon for coconut shell water purification in East China is between 9500-12500 yuan / ton; The domestic active carbon market inquiry increased, the downstream has the demand for replenishment before the festival, the downstream mentality is better, the shipment is mostly according to the order, and more attention is paid to the downstream transaction.

The raw materials of activated carbon are rich, including coal, sawdust, fruit shell, straw, etc.

Forecast: the activated carbon market is warming up, most of the traders go according to orders, and the short-term prices of activated carbon may be dominated by shock finishing.

1、 Price trend

According to the monitoring data of the business association, the price of chlorinated paraffin was stable this week. On May 24, the average price of domestic chlorinated paraffin 52 was 5966 yuan / ton, and on May 28, the average price of domestic chlorinated paraffin 52 was 5966 yuan / ton, which was stable this week.

2、 Market analysis

The domestic price of chlorinated paraffin was stable this week. At present, the ex factory price of chlorinated paraffin 52 in Anhui is about 5600-6000 yuan / ton, that in Northeast is about 5600 yuan / ton, that in Hebei is 5200-5500 yuan / ton, that in Shaanxi is about 6200 yuan / ton, and that in Shandong is 5000-5600 yuan / ton.

In terms of raw material liquid wax, the price of liquid wax remained stable this week, and some enterprises adjusted flexibly. The downstream enterprises of liquid wax take the goods on demand, and the trading atmosphere is acceptable. In terms of raw material liquid chlorine, the price of liquid chlorine rose steadily this week, while the price of liquid chlorine in Shandong rose and the transaction was good.

3、 Future forecast

Business analysts think. At present, the cost and price of chlorinated paraffin are strong, and the price of chlorinated paraffin is easy to rise but difficult to fall. Market turnover is good, downstream demand follow-up is positive. In the case of good cost and demand, it is expected that the price of chlorinated paraffin will rise steadily in the short term.

According to the data monitoring of business news agency, the average price of domestic EVA market was 20466.67 yuan / ton on May 25, and 20466.67 yuan / ton on May 26. During the period, the price was flat, up 2.58% compared with March 30. Although the quotation of EVA manufacturers has not changed, the market continues to be weak, and there is still a downward trend.

As of May 26, EVA ex factory quotation is as follows:

product manufactor model Ex factory price

EVA yanshan petrochemical 18J3 20000 yuan / ton

EVA Beijing Organic Y2022 21500 yuan / ton

EVA Beijing Organic Y2045 21500 yuan / ton

EVA BASF Yangzi V5110J 19900 yuan / ton

On May 26, EVA petrochemical enterprises had little change, mainly stable, and the market offer was still falling, with a range of about 100 yuan / ton. At present, the market transaction atmosphere is light, upstream petrochemical manufacturers mainly produce photovoltaic materials, the market supply is tight, and the price is stable. Downstream manufacturers are cautious and wait-and-see, so it is not easy to make a firm offer.

EVA production enterprise device dynamic:

product manufactor Production capacity (10000 tons / year) Device dynamics

EVA yanshan petrochemical twenty On May 16, the company started production of high pressure diesel engine

EVA Beijing Organic four Production started on May 16

EVA Ningbo Formosa Plastics seven point two Now I’m driving

EVA BASF Yangzi twenty Normal production

International crude oil market: on May 26, international oil prices rose slightly, with the settlement price of the main contract of WTI crude oil futures market in the United States at US $66.21/barrel, up US $0.14 or 0.2%. Brent crude oil futures market settlement price of the main contract at 68.87 U.S. dollars / barrel, or 0.22 U.S. dollars or 0.3%, on Wednesday, the U.S. Energy Information Agency (EIA) data bring good, crude oil inventory decline, combined with the arrival of North America driving season, market demand improvement is expected to strengthen, overshadowed the market’s worries about Iran’s crude oil back to the international market.

Acetic acid Market: Recently, the domestic acetic acid market is weak. At present, the starting of acetic acid plants is normal, the inventory of manufacturers is increasing, the supply of acetic acid in the market is sufficient, the downstream traders just need to buy rationally, the purchase is limited, the market transaction is weak and stable, the short-term market supply and demand is dominated by the downstream, and the market sentiment is mainly bearish.

At present, the downward trend of raw materials brings limited support to the market. Downstream manufacturers are cautious and mainly wait-and-see. The overall transaction atmosphere of the market is general, and there is a lack of obvious advantages. It is not easy to make a firm offer. It is expected that the price of EVA market will continue to be weak in the short term.

The domestic MTBE market continued to decline slightly, with a decline of about 30-50 yuan / ton. Crude oil stopped falling and rose sharply, which gave some psychological support to the market. However, due to the weak downstream demand in the near future and the abundant supply of goods in the near future, the sales pressure of merchants still remains. According to business news agency data, as of May 26, the price of MTBE was 5880 yuan / ton, down 2.70% month on month and up 64.09% year on year.

MTBE market is stable, and the central and northern regions continue to decline, with general turnover. Crude oil continued to rise, but near the end of the month, businesses are willing to ship. Some of the middle and lower reaches of the country are replenished on bargain hunting, the refineries are better in shipment, and the gasoline and diesel are beyond the balance of production and sales; And yesterday’s crude oil closed up sharply, boosting the mentality of the middle and lower reaches of the market. The gasoline price of Shandong independent refineries rose by 20-30 yuan / ton.

In terms of external market, as of May 25, the closing price of Asian MTBE market increased by US $0.5/t compared with the previous trading day, and FOB Singapore closed at US $728-730 / T. The closing price of European MTBE market increased by US $1 / T compared with the previous trading day, and FOB ara closed at US $740-740.5/t. The closing price of MTBE market in the United States decreased by US $0.15/ton compared with the previous trading day, and FOB Gulf offshore price closed at US $794.06-794.42/ton (223.68-223.78 cents / gallon).

region ., Country. Closing price. Up and down

Asia FOB Singapore 728-730 USD / T US $0.5/t

U.S.A FOB Bay 794.06-794.42 USD / T – US $0.15/t

Europe FOB ARA 740-740.5 USD / T US $1 / T

In the near future, there are still imported goods from Hong Kong, and the market supply is relatively abundant. However, the demand for gasoline is difficult to improve greatly, and the contradiction between supply and demand still exists. MTBE analysts of business news agency believe that the domestic MTBE market will still decline slightly in the short term.

Price trend

As can be seen from the above figure, the comprehensive price of hydrochloric acid in Shandong Province was temporarily stable this week, with the quoted price of 233.33 yuan / ton. On the whole, the hydrochloric acid market was temporarily stable this week, with the hydrochloric acid commodity index at 61.40 on May 21.

quotations analysis

From the manufacturer’s quotation, this week’s hydrochloric acid Market manufacturer’s quotation is temporarily stable, the overall market is general. The quotation of Dezhou Shihua hydrochloric acid is 500 yuan / ton, which is temporarily stable; At the end of the week, the price of synthetic hydrochloric acid from Wenshui was 230 yuan / ton, which was temporarily stable compared with that at the beginning of the week; The quotation of Jinan Yuanfei hydrochloric acid at the weekend is 300 yuan / ton, which is temporarily stable compared with that at the beginning of the week; At the weekend, Dezhou Maihua hydrochloric acid quoted 170 yuan / ton, which was temporarily stable compared with the beginning of the week.

From the perspective of the upstream and downstream industry chain of hydrochloric acid, the market of liquid chlorine in the upstream is general, which gives weak support to hydrochloric acid, while the market prices of silica and ammonium chloride in the downstream are high, which has a positive impact on hydrochloric acid. Hydrochloric acid market as a whole looks stable this week, hydrochloric acid shipment is still a big problem.

Future forecast

Upstream liquid chlorine Market in the near future general, downstream silica, ammonium chloride market high consolidation. Business community analysts believe that hydrochloric acid in the recent small shocks.

Trade name: sulfuric acid

Latest price (May 24): 536.67 yuan / ton

On May 24, the market price of sulphuric acid in Shandong fell by 6.66 yuan / ton, or 1.23%, compared with the quoted price on May 21. From the perspective of the upstream and downstream industry chain, the sulfur market in the upstream has recently been consolidated at a high level, with weak rise and general cost support. However, the market of isopropanol and hydrofluoric acid in the lower reaches fell greatly, which had a negative impact on the price of sulfuric acid on the whole.

Recently, the market price of sulfuric acid in Shandong may fluctuate slightly, and the average quotation price is about 530 yuan / ton.

According to the data monitored by the business society (the average price of SG5 by the calcium carbide method), the average price of domestic PVC mainstream on May 20 was 9250 yuan / ton, down 0.14% from the previous day, up 3.07% and 54.47% compared with the same period last year.

2、 Market analysis

On May 20, futures prices fell, driving the spot market price to explore, and the firm’s offer was loose, mainly adjusted in a narrow range of 50-150 yuan / ton, but the overall downward range of the market was not large, the actual inventory of the holders made profit, and the spot price was shipped, and the price remained high. At present, under the guidance of macro policy, nearly 100 raw materials prices collectively “dive”, the market gradually returns to rationality, the price of PVC futures has declined sharply, and the price of PVC futures has fallen sharply, and the price of PVC spot market has declined due to the negative factors such as the low price transaction and export reduction. However, the maintenance equipment in May is concentrated, the loss is large, the supply side is expected to tighten, and the downstream demand remains supported, The positive factors are still in, so PVC is not easy to fall deeply, rational callback should not be too pessimistic.

In spot, the main quotation range of pvc5 type electric stone is mainly 9150-9400 yuan / ton. The pvc5 type electric stone area in Hangzhou area is 9150-9200 yuan / ton; The main stream of pvc5 electric stone in Changzhou area is 9200-9300 yuan / ton; The main price of PVC common electrical stone in Guangzhou is 9300-9380 yuan / ton; Local market prices fell.

In futures, the sharp downward price drives the spot price trend. On May 20, the opening price of v2109 contract: 9005, the highest price: 9010, the lowest price: 8755, the position volume: 383126, the settlement price: 8870, yesterday’s settlement: 9115, and the decline of 245.

region varieties technology May 20 remarks

East China PVC Calcium carbide process 9200-9300 yuan / ton Delivery

south China PVC Calcium carbide process 9200-9370 yuan / ton Delivery

North China PVC Calcium carbide process 9130-9230 yuan / ton To

southwest PVC Calcium carbide process 9250-9400 yuan / ton To

International crude oil, on May 20, continued to decline, and has fallen for three days. The settlement price of the main contract in the WTI crude oil futures market in the United States reported $61.94 / barrel, or 1.41 US dollars or 2.2%. The settlement price of the main contract in Brent crude oil futures market was $65.11 / barrel, down $1.55 or 2.3%, mainly due to the new progress made in the US Iraq nuclear negotiations, the market supply is expected to increase significantly, and the epidemic in India has hindered the pace of demand recovery.

Ethylene, recently, the price of ethylene external market fell, the price on May 20 was USD 1175.25/t, the average price of ethylene on May 20 was 1163.25 USD / T, down 1.02%, and the current price fell 2.06% on a month basis, and the current price rose 119.38% year on year. Current crude oil: the market is optimistic that Iran may increase crude oil production significantly in the fourth quarter, with oil prices falling continuously and cost support is not good, so business agency data analysts expect the following main price falls in the next external market.

The factory price of the northwest carbide is stable on May 20, and the reference price of the carbide is 4733.33. Compared with the price of 4550.00 on May 1, it is up 4.03%. The price of raw materials, orchid carbon, has risen sharply, and the cost of calcium carbide is well supported. Downstream PVC market recently high consolidation, downstream customers to calcium carbide procurement enthusiasm. The electricity market in the back market rose slightly.

3、 Post market forecast

PVC analysts of business agency believe that, under the guidance of macro policy, the market gradually returns to rationality, the market is weak, and the high price transaction is not smooth, and other negative factors, which lead to the price decline of PVC market. However, the supply side is expected to tighten, and downstream demand remains supported, so PVC is not easy to fall deeply. The PVC market is expected to continue to decline in the short term.

1、 Price trend

According to the monitoring data of business news agency, the average price of PS (GPPS 525) was 10733 yuan / ton at the beginning of this week, and 10800 yuan / ton at the end of this week, with an increase of 0.62% and 37.78% compared with the same period last year.

2、 Market analysis

The upstream styrene was weakened by shock. In addition, after the May Day festival, ordinary benzene accumulated a certain profit, and the market allowed profits to ship, so the focus of negotiation was lower. Styrene stopped falling and rebounded. There was not much supply of ordinary transparent benzene, which led to a large increase. The price change of modified benzene and high-end materials was limited, and the local trading was slightly better. However, the buying resistance to the high, commodity futures fell, PS prices softened.

At present, in Yuyao market, the price of benzene is 11150-12700 yuan / ton, and the price of benzene is 13550-14850 yuan / ton. The high cost of PS, the high restocking rate of merchants and the low operating rate in the year have certain support for the price.

3、 Future forecast

The terminal insists that it just needs to take the goods, and some bulk goods are delivered at a profit margin. It is expected that the PS market will consolidate at a high level next week.