1、 Price trend

According to the monitoring data of business agency, as of June 25, 2021, the domestic reference price of ethylene propylene rubber (EPDM) 4045 of RMB 3 will maintain 26000.00 yuan / ton, which is the same as that of the previous working day, and the price is the same as that of last Friday, and the price has fallen by 1.64% compared with May 25.

2、 Market analysis

After entering June, the trading price of EPDM market fell, and the price of Jihua 4045 EPDM was stable at 26000.00 yuan / ton on June 8; The price of ethylene propylene rubber market of Sinopec No.3 well 4045m, 3092pm, 3062em, 3110m and other specifications is stable at 25500.00 yuan / ton. The market trading atmosphere is flat. If the maintenance of production equipment will increase the market demand, the quotation of intermediate traders is stable and the transaction is normal.

upper reaches:

According to the price map of business agency, after the Dragon Boat Festival, the propylene market in Shandong was sorted and operated, and the market transaction rose to between 7600 yuan and 7900 yuan / ton, and the mainstream price was about 7900 yuan / ton. The price of mainstream manufacturers remained unchanged, and the low-end prices increased. The propene market is expected to rise in the near future.

According to the monitoring data of business society, the recent price of ethylene external market rose, the price on June 23 was 1026.75 USD / ton, and the average price of ethylene on June 24 was 1031.75 USD / T, up 0.49%. Recently, the demand of the whole ethylene market was good, the purchasing atmosphere was active, the transaction was good, and the center of ethylene market gradually moved up.

3、 Future forecast

The analysis of EPDM of business agency thinks: the current market transaction is stable, the upstream propylene cost is not strong driving force, and the ethylene market is up, which may affect the price of EPDM in a small extent; It is expected that the ethylene propylene rubber market will remain stable in the later period. It is suggested to pay attention to the dynamic of the device and the demand of downstream users, and there is a possibility of a small increase in the market.

According to the data monitored by the business community, as of June 25, the average price of domestic rubber grade high-grade silica was 4733.33 yuan / ton. The downstream just needs to purchase, the manufacturers are active in shipping, the upstream support is general, the overall operating rate is normal, the negotiation atmosphere is flat, the mainstream price range is 4000-5000 yuan / ton, and the price is mainly stable in the short term.

This week, the domestic rubber grade silica market overall stable trend, the mainstream price range of 4500-5000 yuan / ton, the main contract orders, downstream just need to purchase, the purchasing atmosphere is flat, the number of new orders is limited, mainly to negotiate, the business mentality is stable, the negotiation atmosphere is general, the business takes the goods carefully, the shipment is slow, the overall market supply and demand is balanced, the shipment is normal, the inventory is general.

On June 24, the chemical industry index was 1044 points, unchanged from yesterday, down 3.69% from 1084 points (2021-05-13), the highest point in the cycle, and up 74.58% from 598 points, the lowest point on April 8, 2020（ Note: period refers to the period from December 1, 2011 to now

The white carbon black analyst of business news agency thinks: the downstream demand is general, the white carbon black maintains the stable operation, and the price fluctuation range is limited（ If you want to know more about the industry chain, please pay attention to the official account of the business community, get the information and grasp the price.

Trade name: titanium dioxide

Latest price (June 23): 21566.67 yuan / ton

Analysis points: on June 23, the domestic titanium dioxide market price was mainly stable. At present, the demand for titanium dioxide is weak, the price of raw materials is slightly reduced, some models of some titanium dioxide manufacturers are loose, but there is no pressure on the manufacturers’ inventory, and the dealer warehouse is also maintained in the normal range. The overall price is stable. Titanium dioxide business analysts believe that titanium dioxide enterprise market prices mainly stable operation, individual manufacturers price more flexible. The actual transaction price shall be determined on a single basis.

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.