On July 15, the fluorite commodity index was 110.53, unchanged from yesterday, down 13.30% from the peak of 127.49 points in the cycle (2019-01-03), and up 124.61% from the low of 49.21 points on December 18, 2016. (Note: Period refers to 2011-09-01 to date)

According to statistics, the domestic fluorite price trend is temporarily stable, the average domestic fluorite price is 3150 yuan/ton by the 16th day. Recently, the domestic fluorite plant started normally, the mine and flotation plant started normally, the supply of fluorite in the field is slightly tight, the price of hydrofluoric acid in the downstream is rising recently. For the fluorite market, the price trend of fluorite market is on demand. Rise. Recent downstream installation start-up situation is general, fluorite spot supply is normal, terminal downstream pick-up situation improved, resulting in rising market price trend. As of the 16th, the price of 97 fluorite wet powder in Inner Mongolia was 2900-3100 yuan/ton, the mainstream of 97 fluorite wet powder negotiations in Fujian was 3000-3300 yuan/ton, the price of 97 fluorite wet powder in Henan was 2900-3200 yuan/ton, and the price of 97 fluorite wet powder in Jiangxi was 3000-3300 yuan/ton.

The price trend of hydrofluoric acid in the downstream of fluorite is temporarily stable. As of 16 days, the domestic market price of hydrofluoric acid is 12080 yuan/ton. The fluctuation of the market price of hydrofluoric acid has a certain positive impact on the upstream fluorite market. However, the recent start-up of hydrofluoric acid plant is general. The demand for fluorite has weakened and the price of fluorite has oscillated. Recent downstream refrigerant product installations started at a low level, the upstream fluorite and hydrofluoric acid demand is general, the recent downstream refrigerant trading market is general, hydrofluoric acid product price trend is stable. Recent downstream refrigerant market transactions are cool, R22 refrigerant facility starts at 60%, R22 market facility start-up rate is temporarily stable, the main manufacturer of bulk water out of the factory offer price is between 18,000-19,000 yuan/ton, but the manufacturer does not have bulk water spot, mainly a small number of cylinders shipped. In addition, the actual demand side of the market has not changed much, and the delivery quotation is general. Domestic market price trend of R134a shocks, production enterprises equipment start-up rate remains low, refrigerant market demand is general, manufacturers mainly export. But the on-site transaction price does not change much. Businessmen buy on demand. Generally speaking, the downstream industry is in a general market. In addition, the fluorite market supply is normal. Fluorite prices are stable temporarily. Business analyst Chen Ling believes that the fluorite market price may remain volatile.

On July 14, the hydrofluoric acid commodity index was 109.62, unchanged from yesterday, down 21.94% from the peak of 140.43 points in the cycle (2018-02-21), and up 104.55% from the low of 53.59 points on November 30, 2016. (Note: Period refers to 2011-09-01 to date)

According to statistics, the domestic market price of hydrofluoric acid was temporarily stable on July 15. Up to now, the domestic market price of hydrofluoric acid was 12080 yuan/ton. The domestic start-up rate of hydrofluoric acid was less than 60%. Enterprises reflected that the supply of hydrofluoric acid on the spot was tight at present. Recently, the situation of on-site goods had improved. Because of the high raw material fluorite, some hydrofluoric acid factories were on the market. The market price of hydrofluoric acid is going up by adjusting the ex-factory price. At present, the mainstream of hydrofluoric acid negotiations in the southern region is about 11500-12500 yuan/ton, while the price of hydrofluoric acid in the northern market is about 12000-12500 yuan/ton. Domestic hydrofluoric acid market prices increased, spot supply decreased slightly, but demand did not change very much, the price trend of hydrofluoric acid Market rose.

Recent downstream refrigerant products start at a low level, the upstream fluorite and hydrofluoric acid demand is general, the recent downstream refrigerant trading market is general, hydrofluoric acid product price shocks. Recent downstream refrigerant market transactions have improved, R22 refrigerant plant surface started at 60%, R22 market device start-up rate is temporarily stable, the main production enterprise bulk water factory offer price is between 18,000-19,000 yuan/ton, but the production enterprise does not have bulk water spot, mainly a small number of cylinders shipment. In addition, the actual demand side of the market has not changed much, and the delivery market has increased. The domestic market price trend of R134a is not good, the start-up rate of production enterprises remains low, the refrigerant market demand is general, and the manufacturers mainly export their products. However, the on-site transaction price does not change much. Businessmen purchase on demand. Recently, due to the normal supply of goods, the price trend of hydrofluoric acid market is temporarily stable.

Refrigerant on-site transactions are general, refrigerant industry equipment start-up rate remains low, for upstream hydrofluoric acid market demand is normal, hydrofluoric acid spot supply is normal, Business Analyst Chen Ling believes that the hydrofluoric acid market may continue to oscillate.

Price Trend

According to the price monitoring of business associations, octanol ex-factory prices in Shandong rose this week. This week, the price quotation of main octanol factory in Shandong increased from 7166.67 yuan/ton at the beginning of the week to 7700.00 yuan/ton at the end of the week, up 533.33 yuan/ton, up 7.44%, down 10.36% from the same period last year. Overall, the octanol market rose this week, with the octanol commodity index of 56.62 on July 12.

II. Market Analysis

(1) Products:

At present, the domestic octanol plant start-up rate is still acceptable; Hualu Hengsheng 80,000 tons/year octanol plant start-up normal, this week’s offer is firm; Jiangsu Huachang chemical octanol plant annual capacity 80,000 tons, no maintenance plan.

This week, the quotation of Shandong main octanol producers rose. As of Friday, the quotation of Lihua Yioctanol was 7650 yuan/ton, which was 500 yuan/ton higher than that at the beginning of the week; the quotation of Hualu Hengsheng Sheng octanol at the weekend was 7750 yuan/ton, which was 400 yuan/ton higher than that at the beginning of the week; and the quotation of Jianlan Chemical Octanol at the weekend was 77 yuan/ton. 00 yuan/ton, compared with the beginning of the week, the price has increased by 700 yuan/ton.

(2) Industrial chain:

Upstream raw material market: Propylene market rose this week. The quotation rose from 8060.08 yuan/ton at the beginning of the week to 8263.08 yuan/ton at the end of the week, an increase of 2.52%, a decrease of 0.30% over the same period last year. The rising price of raw materials in the upstream market is influenced by supply and demand, which has a positive impact on octanol price.

Downstream market: D

OP ex-factory prices rose this week. DOP quotation rose from 7416.67 yuan/ton at the beginning of the week to 7600.00 yuan/ton at the end of the week, up 2.47%, down 13.39% from the same period last year. The downstream customers’enthusiasm for octanol purchasing increased, the demand for octanol increased, and the rise of DOP price had a positive impact on the octanol market. Future traders are more likely to watch the trend of DOP.

3. Future Market Forecast

After the adjustment in June, the capital reflux of each factory is in good condition, the equipment has been repaired and the production capacity has increased. Octanol business analysts believe that the overall trend of octanol Shandong market is steadily rising. Upstream propylene price rises, downstream purchasing enthusiasm rises, and products go up under the contradiction between supply and demand. Octanol analysts believe that the short-term Shandong market in supply and demand and raw materials and other aspects of the impact of the octanol market shocks and rises, little increase.

On July 11, the hydrofluoric acid commodity index was 109.62, unchanged from yesterday, down 21.94% from the peak of 140.43 points in the cycle (2018-02-21), and up 104.55% from the low of 53.59 points on November 30, 2016. (Note: Period refers to 2011-09-01 to date)

According to statistics, the domestic market price of hydrofluoric acid was temporarily stable on July 11, up to the present domestic market price of hydrofluoric acid was 12080 yuan/ton, and the domestic start-up rate of hydrofluoric acid was less than 60%. Enterprises reflected that the supply of hydrofluoric acid on-site was tight at present, and the situation of on-site goods had improved recently. Because of the high raw material fluorite, some hydrofluoric acid factories were on the market. The market price of hydrofluoric acid is going up by adjusting the ex-factory price. At present, the mainstream of hydrofluoric acid negotiations in the southern region is about 11500-12500 yuan/ton, while the price of hydrofluoric acid in the northern market is about 12000-12500 yuan/ton. Domestic hydrofluoric acid market prices increased, spot supply decreased slightly, but demand did not change very much, the price trend of hydrofluoric acid Market rose.

Recent downstream refrigerant products start at a low level, the upstream fluorite and hydrofluoric acid demand is general, the recent downstream refrigerant trading market is general, hydrofluoric acid product price shocks. Recent downstream refrigerant market transactions have improved, R22 refrigerant plant surface started at 60%, R22 market device start-up rate is temporarily stable, the main production enterprise bulk water factory offer price is between 18,000-19,000 yuan/ton, but the production enterprise does not have bulk water spot, mainly a small number of cylinders shipment. In addition, the actual demand side of the market has not changed much, and the delivery market has increased. The domestic market price trend of R134a is not good, the start-up rate of production enterprises remains low, the refrigerant market demand is general, and the manufacturers mainly export their products. However, the on-site transaction price has not changed much. Businessmen purchase on demand. Recently, due to the shortage of supply, the price trend of hydrofluoric acid market has risen.

Refrigerant market turnover is general, refrigerant industry equipment start-up rate remains low, for upstream hydrofluoric acid market demand is normal, but the hydrofluoric acid spot supply is tight, Business Analyst Chen Ling believes that the hydrofluoric acid market may continue to rise slightly.

On July 10, the hydrofluoric acid commodity index was 109.62, unchanged from yesterday, down 21.94% from the peak of 140.43 points in the cycle (2018-02-21), and up 104.55% from the low of 53.59 points on November 30, 2016. (Note: Period refers to 2011-09-01 to date)

According to statistics, the domestic market price of hydrofluoric acid was temporarily stable on July 10. Up to now, the domestic market price of hydrofluoric acid was 12080 yuan/ton, and the domestic start-up rate of hydrofluoric acid was less than 60%. Enterprises reflected that the supply of hydrofluoric acid on the spot was tight at present. Recently, the situation of on-site goods had improved. Because of the high raw material fluorite, some hydrofluoric acid factories were on the market. The market price of hydrofluoric acid is going up by adjusting the ex-factory price. At present, the mainstream of hydrofluoric acid negotiations in the southern region is about 11500-12500 yuan/ton, while the price of hydrofluoric acid in the northern market is about 12000-12500 yuan/ton. Domestic hydrofluoric acid market prices increased, spot supply decreased slightly, but demand did not change very much, the price trend of hydrofluoric acid Market rose.

Recent downstream refrigerant products start at a low level, the upstream fluorite and hydrofluoric acid demand is general, the recent downstream refrigerant trading market is general, hydrofluoric acid product price shocks. Recent downstream refrigerant market transactions have improved, R22 refrigerant plant surface started at 60%, R22 market device start-up rate is temporarily stable, the main production enterprise bulk water factory offer price is between 18,000-19,000 yuan/ton, but the production enterprise does not have bulk water spot, mainly a small number of cylinders shipment. In addition, the actual demand side of the market has not changed much, and the delivery market has increased. The domestic market price trend of R134a is not good, the start-up rate of production enterprises remains low, the refrigerant market demand is general, and the manufacturers mainly export their products. However, the on-site transaction price has not changed much. Businessmen purchase on demand. Recently, due to the shortage of supply, the price trend of hydrofluoric acid market has risen.

Refrigerant market turnover is general, refrigerant industry equipment start-up rate remains low, for upstream hydrofluoric acid market demand is normal, but the hydrofluoric acid spot supply is tight, Business Analyst Chen Ling believes that the hydrofluoric acid market may continue to rise slightly.

I. The price trend of epichlorohydrin:

According to the data of business associations’list, the market price of epichlorohydrin rose by 6.16% as of July 9, compared with last Tuesday (July 2). Today, the mainstream price of epichlorohydrin in China is 16,000-17,000 yuan/ton.

II. Market analysis:

Products: Epichlorohydrin market is rising. At present, the situation of spot supply is still tense, low-price supply is difficult to find, manufacturers have no pressure on shipment, rising sentiment is not reduced, and the holders make high offers. Downstream and terminal cautious wait-and-see atmosphere increased, just need to replenish the main, limited turnover. At present, the mainstream quotation in the East China market is around 16,200 yuan/ton, and the acceptance is delivered to the surrounding areas. Mainstream quotation in Shandong market is around 16 000 yuan/ton, self-raised. Mainstream market quotation in Huangshan area is around 16200 yuan/ton, accepted and delivered.

Industry chain: The market price of upstream propylene in Shandong has risen slightly again. Recently, the price of propylene enterprises in Shandong Province began to rise on July 2 and rose by 400 yuan/ton on July 5. After a few days of stable price, it rose by 50-100 yuan/ton. At present, the mainstream market turnover is about 8000-8200 yuan/ton, and the mainstream price is as high as 8100 yuan/ton. Downstream epoxy resin, double raw materials rise and fall, production costs remain high, and some manufacturers are willing to increase.

3. Future market forecast:

According to business associations, the domestic epichlorohydrin market will be dominated by high-level finishing in the short term.

Commodity index: Polyaluminium chloride Commodity Index on July 5 was 105.41, which was the same as yesterday. It was 2.50% lower than the peak of 108.11 points in the cycle (2019-04-24), and 4.47% higher than the low of 100.90 points on April 09, 2019. (Note: Period refers to 2019-04-01 to date)

Latest price (July 5): Polyaluminium chloride (solid, content (> 28%) quoted 1950 yuan/ton.

Main points of analysis: On July 1, the mainstream price of domestic polyaluminium chloride market was about 1950 yuan/ton, and on May 5, the market price of this product was stable at 1950 yuan/ton. According to the monitoring data of the commercial association (100ppi.com), the current domestic market quotation range of polyaluminium chloride is about 1800-1900 yuan/ton for solid polyaluminium chloride (industrial grade, content (> 28%) and 330-410 yuan/ton for liquid (industrial grade, content 10-12%).

Industry chain: Prices of upstream hydrochloric acid and other products of polyaluminium chloride have not changed much in recent years; downstream demand is basically stable, and the overall price of polyaluminium chloride has fluctuated slightly in recent years.

Future market forecast: In the short term, if there is no big fluctuation in the price of raw materials in the upstream, the demand in the downstream is relatively stable, and the market price of domestic polyaluminium chloride is basically stable.

On July 4, the rare earth index was 397 points, unchanged from yesterday, down 60.30% from the cyclical peak of 1000 points (2011-12-06), and up 46.49% from the lowest point of 271 on September 13, 2015. (Note: Period refers to 2011-12-01 to date).

The average price of Neodymium in rare earth metals dropped by 10,000 yuan per ton to 435,000 yuan per ton, Dysprosium by 2.4 million yuan per ton and praseodymium by 7.1 million yuan per ton. The average price of praseodymium and neodymium oxides in rare earth oxides dropped by 7500 yuan/ton to 3375 thousand yuan/ton, dysprosium oxide price was 1.965 million yuan/ton, praseodymium oxide price was 405 thousand yuan/ton, and neodymium oxide price dropped by 7500 yuan/ton to 3395 thousand yuan/ton. The price of praseodymium and neodymium alloys in rare earth alloys dropped by 10,000 yuan per ton to 435,000 yuan per ton, while the average price of dysprosium-iron alloys was 1.965 million yuan per ton.

In recent years, the prices of some rare earth products have fallen, the domestic rare earth market has been trading in general, and the prices of most commodities in the rare earth market have been stable. However, in recent years, the prices of some products in the rare earth market have fallen sharply, the prices of dysprosium and terbium metals have fallen sharply, the prices of neodymium series products have fallen sharply, the supply in the market is normal, and the prices of light rare earth have recently gone down. The situation is declining. The price fluctuation of rare earth market is related to environmental protection supervision in the whole country. Rare earth production has its particularity, especially the radiation hazard of some products, which makes environmental protection supervision stricter. Under the strict environmental protection inspection, rare earth separation enterprises in many provinces have stopped production, resulting in a general market of rare earth oxides. Recently, the rare earth market has turned to the seller’s market. The manufacturers have reasonable control over sales and are reluctant to sell. Especially for some mainstream rare earth oxides, the supply performance is still tense. The price trend of rare earth market has slightly declined. Recently, large enterprise groups are reluctant to sell, and the market of rare earth has improved. However, the major manufacturers are cautious about the pricing of products.

Recently, the State Environmental Protection Department has made no reduction in its stringent efforts, which has a greater impact on the rare earth industry. The rare earth industry has a low start-up and a cold market. At the recent press conference on macroeconomic operation held by the Development and Reform Commission, Meng Wei, spokesman of the National Development and Reform Commission (NDRC), answering reporters’questions on rare earth, said that on the basis of in-depth investigation and scientific demonstration, relevant policies and measures would be put forward to give full play to the special value of rare earth as a strategic resource. Due to the increasingly obvious regulatory effect, the supply of raw ore resources in the upstream of the rare earth industry has shrunk, and the trading market of the rare earth industry is general.

Rare earth analysts from business associations expect that the recent stringent domestic environmental protection efforts will not decrease, coupled with the domestic reorganization of the order of the rare earth industry, Myanmar restricts exports and reduces supply, but the recent rare earth market transactions are limited, and rare earth products are expected to remain volatile.

On July 3, the rare earth index was 397 points, unchanged from yesterday, down 60.30% from the cyclical peak of 1000 points (2011-12-06), and up 46.49% from the lowest point of 271 on September 13, 2015. (Note: Period refers to 2011-12-01 to date).

The average price of Neodymium in rare earth metals is 445,000 yuan/ton, dysprosium metal is 2.4 million yuan/ton and praseodymium metal is 710,000 yuan/ton. The average price of praseodymium and neodymium oxide in rare earth oxides is 345,000 yuan/ton; dysprosium oxide is 1.965 million yuan/ton; praseodymium oxide is 4.05 million yuan/ton; and neodymium oxide is 347,000 yuan/ton. The price of praseodymium and neodymium alloys in rare earth alloys is 445,000 yuan per ton, and the average price of dysprosium and iron alloys is 1.965 million yuan per ton.

In the near future, the price trend of rare earth is temporarily stable, the domestic rare earth market is generally trading, and the price trend of most commodities in the rare earth market is stable. However, in the near future, the prices of some products in the market have risen and fallen, the prices of dysprosium and terbium metals have fallen and the prices of neodymium series products have shocked in the near future, the supply in the market is normal, and the price of light rare earth has recently moved. The situation is temporarily stable. The price fluctuation of rare earth market is related to environmental protection supervision in the whole country. Rare earth production has its particularity, especially the radiation hazard of some products, which makes environmental protection supervision stricter. Under the strict environmental protection inspection, rare earth separation enterprises in many provinces have stopped production, resulting in a general market of rare earth oxides. Recently, the rare earth market has turned to the seller’s market. The manufacturers have reasonable control over sales and are reluctant to sell. Especially for some mainstream rare earth oxides, the supply performance is still tense. The price trend of rare earth market has slightly declined. Recently, large enterprise groups are reluctant to sell, and the market of rare earth has improved. However, the major manufacturers are cautious about the pricing of products.

Recently, the State Environmental Protection Department has made no reduction in its stringent efforts, which has a greater impact on the rare earth industry. The rare earth industry has a low start-up and a cold market. At the recent press conference on macroeconomic operation held by the Development and Reform Commission, Meng Wei, spokesman of the National Development and Reform Commission (NDRC), answering reporters’questions on rare earth, said that on the basis of in-depth investigation and scientific demonstration, relevant policies and measures would be put forward to give full play to the special value of rare earth as a strategic resource. Due to the increasingly obvious regulatory effect, the supply of raw ore resources in the upstream of the rare earth industry has shrunk, and the trading market of the rare earth industry is general.

Rare earth analysts from business associations expect that the recent stringent domestic environmental protection efforts will not decrease, coupled with the domestic reorganization of the order of the rare earth industry, Myanmar restricts exports and reduces supply, but the recent rare earth market transactions are limited, and rare earth products are expected to remain volatile.

On July 2, the hydrofluoric acid commodity index was 109.26, unchanged from yesterday, down 22.20% from the peak of 140.43 points in the cycle (2018-02-21), and up 103.88% from the low of 53.59 points on November 30, 2016. (Note: Period refers to 2011-09-01 to date)

According to statistics, the domestic market price of hydrofluoric acid rose slightly on July 3. Up to now, the domestic market price of hydrofluoric acid is 12070 yuan/ton. The domestic start-up rate of hydrofluoric acid is less than 60%. Enterprises reflect the shortage of spot supply of hydrofluoric acid in the field at present, and the situation of goods going on in the field has improved recently. Because of the high raw material fluorite, some hydrofluoric acid plants The market price of hydrofluoric acid has risen with the increase of the ex-factory price. At present, the mainstream of hydrofluoric acid negotiations in the southern region is about 11500-12500 yuan/ton, while the price of hydrofluoric acid in the northern market is about 12000-12500 yuan/ton. Domestic hydrofluoric acid market prices increased, spot supply decreased slightly, but demand did not change very much, the price trend of hydrofluoric acid Market rose.

Recent downstream refrigerant products start at a low level, the upstream fluorite and hydrofluoric acid demand is general, the recent downstream refrigerant trading market is general, hydrofluoric acid product price shocks. Recent downstream refrigerant market transactions have improved, R22 refrigerant plant surface started at 60%, R22 market device start-up rate is temporarily stable, the main production enterprise bulk water factory offer price is between 18,000-19,000 yuan/ton, but the production enterprise does not have bulk water spot, mainly a small number of cylinders shipment. In addition, the actual demand side of the market has not changed much, and the delivery market has increased. The domestic market price trend of R134a is not good, the start-up rate of production enterprises remains low, the refrigerant market demand is general, and the manufacturers mainly export their products. However, the on-site transaction price has not changed much. Businessmen purchase on demand. Recently, due to the shortage of supply, the price trend of hydrofluoric acid market has risen.

Refrigerant market turnover is general, refrigerant industry equipment start-up rate remains low, for upstream hydrofluoric acid market demand is normal, but the hydrofluoric acid spot supply is tight, Business Analyst Chen Ling believes that the hydrofluoric acid market may continue to rise slightly.