Monitoring found that the main production area of Henan Province ended the production stop in the fourth quarter of 2020. In the first half of this month, the manufacturers resumed production, and the production increased. However, under the requirements of environmental protection, some manufacturers stopped production again in the second half of this month, and the production of polyaluminum chloride increased to a certain extent. As shown in the figure above, the market of domestic polyaluminum chloride with solid content ≥ 28% showed a fluctuating downward trend. The lowest price of this month was 1742.86 yuan / ton in the last week at the end of January, and the highest price was about 1811.43 yuan / ton at the beginning of January, with a decline of 4.91%.

Industry situation: as shown in the figure, first of all, in terms of upstream raw materials, the monitoring data of the business community showed that the price of hydrochloric acid in North China was fluctuating downward this month, with a slight correction at the end of the month. The price of hydrochloric acid was about 287 yuan / ton at the beginning of the month and 195 yuan / ton at the end of the month. The price of liquid chlorine in the upstream was general, with poor cost support. The maintenance of downstream enterprises of hydrochloric acid increased, the demand decreased, the inventory of hydrochloric acid supply enterprises was large, and downstream purchasing was active The market supply exceeds the demand. Secondly, for the natural gas used in the production process of polyaluminum chloride, the demand of urban gas has picked up, the inventory of the liquid plant is controllable, the pressure of delivery is not big, and the price is actively supported. In the short term, the liquid price is still expected to rise. However, as the end of the year is approaching, the downstream users will stop work one after another for holidays, the purchasing enthusiasm will decline, and the demand side will continue to weaken. In addition, the recent supply side is relatively stable, and the liquid price will continue to rise in the future Insufficient, there are downside risks. The prices of the above three commodities have little influence on the water treatment enterprises.

Downstream demand: at present, it is approaching the Spring Festival holiday. It is said that many downstream manufacturers have a holiday or are approaching a holiday, and the demand has become light.

Industry: in 2020, the water treatment industry will end with the best market of the year. However, in the first month of 2021, with the resumption of production, the output increased to a certain extent, and the overall market went down, lower than the price in the same period of 2020.

Future forecast: according to the analysis of the business community, at the end of January 2021, the water treatment manufacturers and downstream demand enterprises have gradually started the Spring Festival holiday mode, the demand is weakening, and the turnover is decreasing. Under the special situation, some water treatment enterprises promise to have normal production during the new year, hoarding inventory for downstream procurement after the Spring Festival, and the future price is mainly stable.

1、 Price trend of propylene oxide

(Figure: p-value curve of propylene oxide product)

2、 Market analysis

According to the data of the business club’s block list, as of January 28, the average quotation price of propylene oxide enterprises was 17133.33 yuan / ton, flat compared with the previous trading day, flat compared with the beginning of the week, down 7.89% compared with December 28, 2020.

At the beginning of the week, there was no delivery pressure on the factory as a whole, but the feedback from the downstream was general, the market was temporarily stable, and there was a strong wait-and-see atmosphere. At present, the inventory pressure of the factory was not big, and the market supporting mentality still existed. The main factories kept their offer stable, but the downstream resisted high prices, and the price depressing sentiment was common. The supply and demand sides played a game, and the market continued to sort out and wait-and-see. At present, the mainstream quotation of propylene oxide Market in Shandong was 16800-16900 Near.

Upstream propylene, on January 27, Shandong propylene market price is still down. According to the price chart of the business society, the propylene price fell all the way at the end of December. It began to rise on New Year’s day, and increased by about 100 yuan / ton on the 4th. Later, it was stable or rose, and generally rose in a ladder shape. This month, it has risen by about 250-300 yuan / ton, and began to decline continuously on the 21st. Today, it is down again by 100-150 yuan / ton. The market transaction is between 6900-7450 yuan / ton, and the mainstream price is 6900-7000 yuan / ton. At present, the inventory pressure of manufacturers is too high, and the shipment situation is general.

As for downstream propylene glycol, according to the monitoring data of the business community, as of January 27, the reference factory price of domestic industrial grade propylene glycol was 13333.33 yuan / ton, up 0.25% compared with last Thursday (January 21) and 17.65% compared with the beginning of the month; for downstream flexible foam polyether, on January 28, the market of flexible foam polyether in Shandong was temporarily consolidated, and the price of raw material propylene oxide was temporarily stable, and the downstream just needs to follow up, Business and so on fall wait-and-see, stock up before the general atmosphere.

3、 Future forecast

Business community propylene oxide analysts believe that the recent upstream propylene price reduction has little impact on the cost of propylene oxide price, and the main factories keep the stable offer. However, the downstream companies are cautious against high prices and maintain just need to purchase. It is expected that the propylene oxide market may be deadlocked in the short term, and the specific trend still needs to pay attention to the market information guidance.

According to the data monitored by the business community, as of January 27, the average price of domestic power lithium iron phosphate was 38000.00 yuan / ton, the market price of lithium iron phosphate was stable, the operating rate was stable, the supply and demand was balanced, the downstream demand was limited, and the market demand did not increase significantly. At present, the price of power lithium iron phosphate was stable, the market was mainly stable, and the overall price remained stable.

The price range of LiFePO4 power type market is 38000-40000 yuan / ton, the price is stable, the downstream demand has not been significantly improved, the overall market purchasing atmosphere is general, the price is mainly stable, the enterprise starts normal, the merchant ships actively, the logistics is smooth, the transaction price basically maintains the cost online and offline, the inventory has no pressure, and most of the contract customers are the main ones The range is 33000-35000 yuan / ton, and the price keeps stable.

The price of upstream lithium carbonate is high and firm. At present, the mainstream price range of industrial lithium carbonate is 66000-68000 yuan / ton. The overall market negotiation focuses on strong operation. The price range of battery grade lithium carbonate is 68000-70000 yuan and the negotiation focuses on high. In the short term, the market of lithium carbonate will be high.

On January 26, the chemical industry index was 850 points, up 1 point from yesterday, down 16.34% from 1016 points (2012-03-13), the highest point in the cycle, and up 42.14% from 598 points, the lowest point on April 8, 2020. (Note: period refers to the period from December 1, 2011 to now)

LiFePO4 analyst of business association thinks: in the short term, LiFePO4 market is mainly stable operation, and the focus of negotiation is stable. (the above prices are provided by major manufacturers of LiFePO4 all over the country and sorted out and analyzed by business LiFePO4 analysts. They are for reference only. Please contact relevant manufacturers for more details.)

1、 Price trend

In January 2021, the coke market rose for three rounds, with a cumulative increase of 300 yuan / ton. The mainstream price of Shanxi market was 2242.50 yuan / ton at the beginning of the month and 2560 yuan / ton at the end of the month, with a monthly increase of 14.16%.

On January 25, the coke commodity index was 134.38, unchanged from yesterday, down 0.49% from 135.04 (2018-09-13), the highest point in the cycle, and up 287.82% from 34.65, the lowest point on March 3, 2016. (Note: period refers to 2011-09-01 to now).

Since the beginning of 2021, the coke market has continued to force the trend, with the overall strong operation as the main factor. This month, it has gone through three rounds of increase, with a cumulative increase of 300 yuan / ton. The three rounds of increase are relatively fast, mainly affected by the lack of effective relief of the tight situation of coke supply. At present, the profit of coking enterprises is relatively high, with a profit of nearly one thousand yuan. Under the high profit blessing, the coking enterprises are active in starting work, and the starting work is relatively high. After the new year’s day, affected by the public health situation, transportation in some areas was limited. Shanxi, Hebei and other places changed the automobile transportation to fire transportation, and the transportation cost increased to a certain extent. The downstream steel plants in some restricted areas enter the overhaul. Although the overhaul enterprises are limited, it is expected that some enterprises will join the overhaul team in the future under the impact of the current tight coke supply and low profits of downstream steel plants. The 15th round of price increase started on the 26th, with the current round of price increase of 100 yuan / ton. However, limited by the downstream profits, the steel mills are more resistant. In the continuous game of coke steel, the 15th round of price increase has not yet been implemented by the end of press release.

Port: the two ports in Shandong are still in strong operation this month, and the price is stable after rising. As of 26, the mainstream spot ex warehouse price of port quasi primary metallurgical coke is about 2950 yuan / ton, and the price of primary coke is 3050 yuan / ton. The inventory of the two ports decreased slightly, the supply of goods available for sale in the port was still relatively small, the 15th round of increase started, the downstream steel plants were restricted by profits and did not accept it for the time being, and coke steel continued to play the game.

In the future, the Business Association believes that the profits of downstream steel plants have been to the end in the near future, some steel plants have reported losses, some enterprises have entered the overhaul, and there is a demand for pre Festival stock in the industry near the new year, but the coke price is high recently, and the downstream procurement is slightly difficult. This round of coke steel game may last for a period of time, and the landing difficulty is greater than in the past. Future focus on all aspects of coke inventory and downstream steel start-up.

Relevant data:

According to the data released by the General Administration of customs, China exported 390000 tons of coke in December 2020, a year-on-year decrease of 49.35% and a month on month increase of 34.48%. In December, the coke export volume was US $104.105 million, a year-on-year decrease of 37.40% and a month on month increase of 69.78%. According to this calculation, the export unit price is 266.94 US dollars / ton, up 50.97 US dollars / ton year-on-year and 55.50 US dollars / ton month on month. From January to December 2020, China’s total coke export was 3.49 million tons, a year-on-year decrease of 46.5%; the total export value was 772.848 million US dollars, a year-on-year decrease of 57%.

According to the data of the National Bureau of statistics, in December 2020, the national coke output was 39.72 million tons, a year-on-year increase of 1.2%; from January to December, the national coke output was 47.116 million tons, a year-on-year flat. In December 2020, 350 million tons of raw coal will be produced, with a year-on-year growth of 3.2%, and the growth rate will be 1.7 percentage points faster than that of last month; the daily output will be 11.35 million tons, with a month on month decrease of 230000 tons. In 2020, 3.84 billion tons of raw coal will be produced, an increase of 0.9% over the previous year.

1、 Price trend of lithium hydroxide

(Figure: p-value curve of lithium hydroxide product)

2、 Market analysis

The average price of domestic industrial grade lithium hydroxide enterprises was 57000 yuan / ton as of January 25, up 5.56% compared with last Monday (January 18) and 9.62% compared with December 25, according to the data of business news agency’s block list.

Recently, the domestic industrial grade lithium hydroxide rose, the price of upstream lithium carbonate rose sharply, and the tight spot supply in the domestic market played a supporting role in the price. The downstream market demand was stable, and the market of lithium hydroxide rose steadily. At present, the quotation of Shanghai Yulun industrial grade lithium hydroxide is 58000 yuan / ton; Zigong tongfarong industrial grade lithium hydroxide is 53000 yuan / ton; Shanghai oujin industrial grade lithium hydroxide is 60000 yuan / ton, and the specific transaction price is discussed separately.

The price of lithium carbonate in the upstream continued to rise recently. According to the data monitoring of business news agency, the average price of industrial grade lithium carbonate in East China was 65000 yuan / ton on January 25, up 7.62% compared with last Monday (the average price of industrial grade lithium carbonate in East China was 60400 yuan / ton on January 18). The average price of battery grade lithium carbonate in East China on January 25 was 69700 yuan / ton, up 8.57% compared with last Monday (the average price of battery grade lithium carbonate in East China on January 18 was 64200 yuan / ton).

According to the price monitoring of business community, in the list of commodity prices in the 03 th week of 2021 (1.18-1.22), there were 40 kinds of commodities in the chemical industry sector that rose month on month, among which 10 kinds of commodities increased by more than 5%, accounting for 10.9% of the number of commodities monitored in the sector; the top three commodities were acetic acid (20.00%), bisphenol A (19.74%) and ethyl acetate (19.39%). There were 20 kinds of commodities with a month on month decrease, and 4 kinds of commodities with a decrease of more than 5%, accounting for 4.3% of the number of commodities monitored in the sector. The top 3 products with a decrease were chloroform (- 9.38%), propane (- 6.58%) and propylene oxide (- 6.27%). The average rise and fall this week was 1.25%.

3、 Future forecast

Analysts of lithium hydroxide from business news agency believe that at present, the cost support is strong, the domestic spot supply is tight, and the demand side is stable. It is expected that in the short term, the domestic industrial lithium hydroxide market may rise steadily, and more attention should be paid to the market information guidance.

According to the data monitoring of business news agency, as of January 22, the average reference price of 30% grade phosphorus ore in mainstream areas in China was around 403 yuan / ton, which was 7 yuan / ton higher than that on January 1 (396 yuan / ton).

This week, the domestic phosphorus ore market continued to run at a high level

Entering this week, China’s domestic phosphorus ore market as a whole continues to be high and stable. At present, the downstream purchasing atmosphere is general, the mine operation rate is not high, and the orders are mostly from old customers. As of January 22, Hubei Province: at present, the supply of phosphate rock is tight, and the price of 28% ammonium phosphate rock shipboard is around 360-370 yuan / ton, of which the price of 28% grade phosphate rock shipboard is about 370 yuan / ton in Hubei Xingfa phosphate mine. Guizhou region: 30% grade phosphate ore car plate quotation reference 330-360 yuan / ton, the price has been stable for nearly a week; 28% grade phosphate ore car plate quotation reference 280-320 yuan / ton, including Guizhou Xifeng phosphate ore, 30% low grade phosphate ore car plate quotation reference 340 yuan / ton, the price is basically the same as a week ago, the current shipping volume is general.

Downstream, yellow phosphorus. After new year’s day, the domestic yellow phosphorus market trend was stable and upward as a whole. This week, the yellow phosphorus factory was operating in a narrow range. There were few new orders in the factory, mainly small and sporadic replenishments. At present, Yunnan’s net phosphorus ex factory acceptance transaction reference was 16300-16600 yuan / ton. The phosphoric acid market has been running steadily with few new orders.

General demand, recent phosphorus ore market adjustment is limited, mainly stable

At present, near the Spring Festival, some terminal downstream enterprises in the domestic phosphorus ore market have stopped production one after another, and the business trading atmosphere is general. More concentrated supply of early orders, business community phosphorus ore analysts believe that the general demand, the recent phosphorus ore market adjustment is limited, will continue to be stable for operation.

1、 Price trend of epichlorohydrin

(Figure: p-value curve of epichlorohydrin product)

2、 Market analysis

The market price of epichlorohydrin has fallen recently. According to the data of the business club’s block list, as of January 19, the average quoted price of epichlorohydrin enterprises was 11933.33 yuan / ton, down 1.92% compared with last Tuesday (January 12), down 2.72% compared with December 19, and down 16.16% compared with the same period last year. Recently, the market of epichlorohydrin is weak, the market supply is sufficient, but the demand is weak, the delivery pressure of the cargo holders is increasing, the downstream procurement is light, and the basic tendency is to buy at low prices, and the price of epichlorohydrin is declining.

According to the data monitoring of the business agency, the price of epichlorohydrin of some enterprises is summarized (for reference only, the spot price of the merchants depends on the market, and the actual transaction price is mainly through negotiation.)

Enterprise market price specification date

Jinan Mingyu Chemical Co., Ltd. $11800 / T ﹣ GB 99.9 ﹣ 2021-01-19

Shandong rongnuo Chemical Sales Co., Ltd.? 11000 yuan / ton; 99.9% min 2021-01-19

Shandong Yukang Chemical Co., Ltd.? 11800 yuan / ton; 99.9% min 2021-01-19

Shandong Yuefeng Chemical Co., Ltd. (?) 10350 yuan / ton, (?) superior products; 99.9% min, (?) 2021-01-19

Jinan Mingwei Chemical Industry Co., Ltd. $12000 / T national standard 99.9 2021-01-18

Jinan aochen Chemical Industry Co., Ltd. $12000 / T high quality products; 99.9% min 2021-01-18

Shandong fengcang Chemical Co., Ltd. > 10000 yuan / ton; 99.9% min 2021-01-16

Upstream propylene, January 19, Shandong propylene market prices rose slightly. According to the price chart of the business club, the propylene price fell all the way at the end of December. It began to rise on New Year’s day, and increased by about 100 yuan / ton on the 4th. On the 5th and 6th, the price was mainly stable, with only a few enterprises going up. On the 8th, some prices fell, and later prices continued to stabilize. On the 14th, the price finally rose to about 16. Today, the price rose again, and the market transaction was 7450 ~ 7650 yuan / ton The mainstream price is about 7450 yuan / ton. Now the factory has no pressure on inventory, and the delivery is smooth.

On January 19, the market price of epoxy resin rose, the raw material bisphenol a rose, and the cost support was strong. At present, there is no pressure on the factory to ship. The downstream just needs to follow up, and the market atmosphere is acceptable.

3、 Future forecast

According to epichlorohydrin analysts of business news agency, at present, the price of propylene is rising and the cost is supported to a certain extent, but the market is still in a situation of oversupply. Most of the shippers are actively shipping. It is expected that in the short term, the epichlorohydrin market may be in a weak consolidation operation, and more attention should be paid to the downstream stock before the festival.

According to the monitoring data of the business community, as of January 18, the reference ex factory price of domestic industrial grade propylene glycol was 13300 yuan / ton, with an average price increase of 1967 yuan / ton, or 17.35%, compared with January 1 (reference price of 11333 yuan / ton), and an average price increase of 700 yuan / ton, or 5.28%, compared with December 1 (reference price of 12633 yuan / ton).

Low inventory supply tension propylene glycol high operation

In January, the domestic industrial grade propylene glycol market was supported by the rise of raw material propylene oxide, and the cost performance was firm. The price of propylene glycol rose steadily. At the beginning of this week, the propylene glycol market continued to run steadily, moderately and strongly. Some large propylene glycol production plants started late this week, and were still in the condition of load reduction or shutdown. The overall operating rate was low, and it was expected to be only about five floors. In the case of low inventory, tight supply and common shortage in the market, on the 14th and 15th, the offer price of propylene glycol increased sharply, with an increase of 1000-1500 yuan / ton. On the 15th, the mainstream offer price of domestic industrial grade propylene glycol was around 13000-14000 yuan / ton. At present, the overall market of propylene glycol industrial grade is running at a high level.

As of January 18, the reference ex factory price of domestic industrial grade propylene glycol was 13300 yuan / ton. Compared with January 1 (reference price 11333 yuan / ton), the average price increased by 1967 yuan / ton, or 17.35%; compared with December 1 (reference price 12633 yuan / ton), the average price increased by 700 yuan / ton, or 5.28%.

In terms of demand, most of the downstream propylene glycol products continue to be purchased in the state of just need, with more small orders, and the atmosphere of goods preparation before the festival is general. At present, high prices mostly come from low inventory and scarcity of goods.

Upstream, starting from the beginning of January, the trend of raw material propylene oxide was stable and upward, entering this week. Starting from the 11th, the overall market of propylene oxide was stable, and the support for propylene glycol was still strong. As of January 15, the reference price of propylene oxide was 19333.33 yuan / ton, up 2.29% compared with the price on January 1 (18900 yuan / ton).

Internationally, on January 15, the price of WTI crude oil futures market in the United States fell, with the settlement price of the main contract at US $52.42/barrel, down US $1.15. Brent crude oil futures market prices fell, the settlement price of the main contract was $55.10/barrel, down $1.32. Oil prices fell more than 2% on Friday, adding to the epidemic in many parts of the world, raising fuel demand concerns.

How high and stable operation of propylene glycol in short term under tight inventory

At present, the supply of propylene glycol market continues to be tight, and the start of large factories is delayed. Therefore, the propylene glycol Data Engineer of business society believes that in the short term, the domestic propylene glycol market will be supported by the tight supply and low inventory, and most of them will run stably at a high level.

ccording to the data monitored by the business agency, the average ex factory price of domestic light potassium carbonate was 6475.00 yuan / ton on the 4th, 6500.00 yuan / ton on the 15th, an increase of 0.39%. The current price increased by 1.56% month on month and 2.77% year on year.

Recently, the domestic potash market has gone up, the supply is tight, the regional inventory is at a low level, the supply is insufficient, the downstream factories take more goods according to orders, the bulk goods circulation on the trading market is less, and the potash market has soared. According to the statistics of the business society, the mainstream ex factory quotation range of domestic industrial grade potassium carbonate this week is about 6400-6700 yuan / ton (the quotation is for reference only), and the quotation is different according to the different procurement situation.

Recently, the quotation of potassium chloride mainstream manufacturers Rose: the potassium chloride equipment of Qinghai Salt Lake Potash Fertilizer Co., Ltd. operates normally. The ex factory price was 2050 yuan / ton, which increased by 30 yuan / ton, and the actual transaction price was mainly based on negotiation; Anhui Badou potassium chloride distribution price was 2300 yuan / ton at the weekend, which was temporarily stable compared with the beginning of the week. Potassium chloride market inventory low this week, the market rose slightly.

Potassium carbonate analysts of business news agency believe that the recent overhaul of some domestic potassium chloride manufacturers has resulted in tight supply, and the subsequent supply may continue to decrease. It is expected that the price of potassium carbonate will mainly rise in the short term, and the long-term market still needs to wait and see. (the above prices are provided by the main manufacturers of potassium nitrate all over the country and sorted out and analyzed by the potassium carbonate analysts of the business society. They are for reference only. For more price details, please contact the relevant manufacturers for consultation).

1、 Trend analysis

On the 12th, the spot copper price was 58300 yuan / ton, down 2.02% from the previous day, up 0.6% from the beginning of the year, and up 19.9% from a year earlier. LME3 copper rose in shock, closing at $7975, up 1.65%. Shanghai copper’s main force rebounded after the early opening, closing at 58710 yuan, or 0.07%. The main international copper contract closed at 52220 yuan, up 0.10%.

The negative news of the epidemic situation exacerbated the demand worries, and the overnight Luntong fell sharply to close down nearly 3%. With the arrival of the traditional domestic off-season, the demand tends to weaken, and the inventory may accumulate. The first quarter of previous years is the accumulation period. The production of refined copper increased significantly in December compared with that of the previous year. At the end of the year, the large-scale smelting continued to arrange production at a high level, and the traders mainly stayed on the sidelines, while the downstream purchased at a low price, and the transaction was slightly improved. On January 12, the copper warehouse receipts of the previous period were 26019 tons, down 875 tons from the previous day. Copper is expected to be weak or volatile in the short term.