According to statistics, the price trend of domestic fluorite rose slightly in February. By the end of the month, the average price of domestic fluorite was 2761.11 yuan / ton, up 0.73% from 2741.11 yuan / ton at the beginning of the month, and down 11.57% year on year.

In February, the price of fluorite rose slightly. Recently, the manufacturers reported that the order situation of fluorite was general, the shipment situation of the merchants on the floor was normal, the supply of fluorite on the floor was slightly tight, and the price on the floor rose. The domestic fluorite manufacturers are running stably, the start-up of mines and flotation units in the fluorite yard remains at a low level, the delivery of fluorite in the fluorite yard is general, and the fluorite market price rises slightly. The price trend of downstream hydrofluoric acid market rose in February, and the terminal downstream was mainly purchased on demand. By the end of the month, the price of 97 fluorite wet powder in Inner Mongolia was 2500-2700 yuan / T, the mainstream negotiation of 97 fluorite wet powder in Fujian was 2700-2900 yuan / T, the price of 97 fluorite wet powder in Henan was 2700-2900 yuan / T, and the price of 97 fluorite wet powder in Jiangxi was 2700-2900 yuan / T rise.

The market price of hydrofluoric acid in the downstream of fluorite continued to rise. By the end of the month, the domestic market price of hydrofluoric acid was 10600 yuan / ton, with an increase of 2.32% in February. The rising price trend of hydrofluoric acid market had a certain positive support for the upstream fluorite market, and the price trend of fluorite rose. The domestic refrigerant market is on the rise. Recently, the automobile industry’s sales market has improved, and the refrigerant market has improved. The demand is mainly based on demand. The refrigerant industry is on the rise, and the market of various types of refrigerants has increased slightly. However, the manufacturers are under pressure to ship, the sales pressure is large, the price of raw material hydrofluoric acid is rising, which brings a certain cost support, and the export volume of refrigerants has little change The output of downstream air conditioning is low, the demand is scarce, the off-season effect of after-sales market continues, and the price of refrigerant increases little. On the whole, the positive factors support the refrigerant market generally, and the price increase is limited. At present, the load of refrigerant R22 manufacturers is not high, the inventory is in a reasonable range, and the market price remains at a low level. However, the downstream receiving capacity is limited, there is a lot of wait-and-see sentiment, the delivery of goods is not smooth, and the actual transaction focus rises slightly. Some businesses still have the phenomenon of cost inversion. The mainstream of on-site negotiations is 13500-16000 yuan / ton. Domestic R134a manufacturers reduced load operation, which supported R134a price rising. At present, the demand is general, the downstream enterprises are gradually starting, and the traders mainly wait and see. At present, the market quotation of refrigerant R134a is mostly in the range of 19000-22000 yuan / ton, and the price is high, but the transaction atmosphere is general, the downstream refrigerant market is improved, the downstream market is improved, and the price trend of fluorite rises slightly.

On the whole, the market of the downstream refrigerant industry has slightly improved. In addition, the market price of hydrofluoric acid has remained high recently, and the supply of fluorite in the market is slightly tight. Business analyst Chen Ling believes that the market price of fluorite may rise slightly in the short term.

According to the data monitored by the business community, as of February 25, the average price of domestic rubber grade high-grade silica was 4700.00 yuan / ton. After the festival, there was no recovery. The market of silica was cold, the downstream demand was flat, the stock atmosphere was cold, the overall supply and demand of the market was balanced, the early market trend was maintained, the quotation range was maintained between 4000-5000 yuan / ton, and the price was stable with two ups and downs hard.

The domestic rubber grade silica market as a whole shows a stable operation trend, with contract orders and just need procurement as the main factors. The procurement atmosphere is flat, and the number of new orders is limited. Most of the new orders are mainly discussed. The merchants have a stable mentality and general negotiation atmosphere. The merchants are cautious in taking goods and slow in shipping. The latest prices of the enterprises are RMB 4600 / T for Shandong Lihua, RMB 4200 / T for Boai Xiangxiang and RMB 5300 / T for Shandong Shouguang. The overall market is running smoothly.

On February 24, the chemical industry index was 1021 points, up 27 points from yesterday, reaching a record high in the cycle, up 70.74% from 598 points, the lowest point on April 8, 2020. (Note: period refers to the period from December 1, 2011 to now)

On February 24, the hydrochloric acid commodity index was 50.66, unchanged from yesterday, down 49.34% from the highest point of 100.00 in the cycle (2011-09-12), and up 181.76% from the lowest point of 17.98 on September 5, 2012. (Note: period refers to 2011-09-01 to now).

Business analyst, white carbon analyst, said: “after the festival, the official account of the white carbon market is deserted, and the downstream market just needs to balance the supply and demand of the whole market, maintain the trend of the previous market and operate steadily.” Publish commodity prices, promote and publicize products, obtain commodity information and master commodity prices).

Business Club: cost support strong, nylon filament festival with positive rise

Nylon price chart

In February, the nylon market atmosphere maintained good, and most of the industry’s product prices continued to rise for the better. According to the statistics of the business society, as of February 24, the price of nylon filament DTY (premium / 70D / 24F;) in Jiangsu Province was 18540 yuan / ton, the price of nylon POY (premium / 86d / 24F) was 15800 yuan / ton, and the price of nylon FDY (premium / 40d / 12F) was 18725 yuan / ton. Compared with the beginning of January 2021, the average increase was 8.64%, 8.67% and 7.41% respectively. Especially after the start of the Spring Festival, the price of nylon products continued to rise.

Strong price support of upstream products

Price rise and fall chart of nylon DTY industry chain

Since the start of the Spring Festival, nylon filament has continued to rise. The raw material side has strong support, and the rising cost is the fundamental reason. The nylon industry chain took advantage of the positive correction. Since 2021, the upstream caprolactam market has continued to have a tight supply and low inventory pattern. The price of pure benzene before the festival has continued to rise due to factors such as the failure of restart of its own devices, and the caprolactam price has opened a follow-up mode. According to the price monitoring of the business community, since December 2020, the price of upstream nylon products has continued to rise, with the increase of cyclohexanone, PA6 and PA66 reaching 39.51%, 24.12% and 15.77% respectively.

Comparison of upstream and downstream commodity indexes of nylon DTY

Analysis and forecast

On the whole, the nylon market atmosphere maintained good in February, and the prices of most industrial products continued to rise for the better. From the second half of 2020, the domestic chemical fiber demand has recovered to the normal level, and the terminal recovery may drive the demand for the whole chemical fiber industry chain. In 2021, the supply and demand pattern is good, the new production capacity of nylon fiber is limited, and the demand improvement may drive the future nylon fiber spinning to a new round of rising cycle. With the increase of the cost of nylon industry, it is expected that the nylon market will remain high in the short term.

1、 Acrylic acid price trend

(Figure: p-value curve of acrylic acid products)

2、 Market analysis

Recently, the market of acrylic acid continued to rise. According to the block list data of business news agency, as of February 23, the average quotation price of acrylic acid in East China was 10366.67 yuan / ton, up 2.64% compared with the previous trading day, up 11.47% compared with February 18, and up 9.51% compared with January 23.

Recently, the price of raw material propylene has been continuously rising, which has boosted the cost support of acrylic acid. In addition, the overall market starts to maintain a low level, and the spot supply is tight. At the same time, the downstream production is gradually restored, the purchasing enthusiasm is improved, and the industrial chain market is strong, which has boosted the market confidence, and the trading center of acrylic acid market has moved up.

Upstream propylene, February 22, Shandong propylene market price increase. According to the price chart of the business club, the price of propylene declined all the way at the end of January. After a slight rise at the end of the month, it began to stabilize. On the 8th, the price of enterprises generally dropped by 50 yuan / ton. Later, it entered the Spring Festival holiday. Most of the enterprises remained stable in the first half of the year, while the price rose steadily in the second half of the year (starting from February 15). The 18th was the first day of official work. From the 21st, the price rose by 200 yuan / ton every day About 400 yuan / ton. After the Spring Festival, a total of 800 yuan / ton has gone up. Now the market transaction has reached 8300 ~ 8450 yuan / ton, and the mainstream price has reached 8300 yuan / ton.

3、 Future forecast

Acrylic acid analysts from business news agency believe that the current rising trend of raw material propylene remains unchanged, and the cost pressure is relatively high. In addition, the spot supply in the market is tight, and the downstream is returning to the market one after another. Driven by the rising trend of raw materials and the favorable supply and demand, it is expected that the acrylic acid market will be relatively strong in the short term, and more attention should be paid to the market information guidance.

According to the data monitored by the business community, as of February 22, the comprehensive price of PC market was 22133.33 yuan / ton. After the festival, the PC market continued to rise, and the overall market showed a rising state. Compared with the same period last week, the price increased by 6.24%. At present, the purchasing atmosphere is positive, stable and upward, and the downstream demand is acceptable. It will maintain a high level in the short term.

The price of domestic PC market goes up, the focus of negotiation continues to rise, and the price of raw materials rises, forming a certain support for the PC market. At present, the supply side is tight, the price supporting mentality is strong, the downstream demand is limited, the negotiation atmosphere is positive, the logistics is smooth, and the bullish atmosphere is strong. At present, the price of kesichuang 2085 in Yuyao district is 23500 yuan / T, the upstream bisphenol a market is high, and the spot supply is tight, The focus of market negotiation is high, the inventory is tight, and the bullish atmosphere is strong. The negotiation reference is 22000-22500 yuan / ton.

On February 21, the rubber and plastic index was 770 points, which was the same as yesterday. Compared with the highest point 1060 points (2012-03-14) in the cycle, it decreased by 27.36%, and increased by 45.83% compared with the lowest point 528 points on April 6, 2020. (Note: period refers to the period from December 1, 2011 to now)

The upstream bisphenol a continued to rise in a wide range, with rising prices, low inventory, tight supply, reluctant sellers, high prices and low prices.

On February 21, the commodity index of bisphenol A was 196.78, up 7.57 points from yesterday, a record high in the cycle, up 172.96% from the lowest point of 72.09 on April 6, 2020. (Note: period refers to from March 1, 2020 to now)

PC analysts of business news agency believe that: after the festival, PC market prices continue to rise, inventory is low, and raw material costs are supported. In the short term, there is a steady rising trend, and the rising space is limited.

According to statistics, the price trend of domestic fluorite was temporarily stable. By the end of the week, the average price of domestic fluorite was 2741.11 yuan / ton, which was flat compared with 2741.11 yuan / ton at the beginning of the week, with a year-on-year decrease of 6.2%.

The price trend of fluorite in domestic market is stable for the time being. In the near future, some plants in the yard have been parked. The spot supply in the yard is tight, and the price of fluorite in the yard remains high. The operation of fluorite manufacturers in southern China is stable, the operation of mines and flotation units in the field is normal, the delivery of fluorite in the field is improved, and the price trend of fluorite market is temporarily stable. Recently, the market price of downstream hydrofluoric acid rose slightly, and the terminal downstream on-demand procurement was the main factor, and the purchasing sentiment was higher than before. As of August 8, the price of 97 fluorite wet powder in Inner Mongolia was 2500-2700 yuan / ton, the mainstream negotiation of 97 fluorite wet powder in Fujian was 2600-2800 yuan / ton, the price of 97 fluorite wet powder in Henan was 2600-2800 yuan / ton, and the price of 97 fluorite wet powder in Jiangxi was 2600-2800 yuan / ton In recent years, the domestic fluorite price trend is mainly stable.

The price trend of fluorite downstream hydrofluoric acid market rose slightly. As of the 20th, the domestic market price of hydrofluoric acid was 10600 yuan / ton. This week, the market price of hydrofluoric acid rose by 0.21%. The price rise of hydrofluoric acid market had a certain positive impact on the upstream fluorite market, and the price trend of fluorite market was temporarily stable. The market of domestic refrigerants has risen slightly. Recently, the sales of automobile industry is general. The market of refrigerants has improved. The demand is mainly based on demand. The trend of refrigerants industry has risen. The market of various types of refrigerants has risen slightly. However, the manufacturers are under pressure to ship, the sales pressure is large, the increase of raw material hydrofluoric acid is limited, the support force is general, the export volume of refrigerants has little change, and the downstream is empty The output is low, the demand is scarce, the off-season effect of after-sales market continues, and the price of refrigerant increases little. As a whole, the refrigerant market is generally supported by favorable factors, the price will remain low or become normal, and the focus of transaction will remain low. At present, the load of R22 manufacturers is not high, the inventory is in a reasonable range, and the market price remains at a low level. However, the downstream receiving capacity is limited, there is a lot of wait-and-see sentiment, the delivery of goods is not smooth, and the actual transaction focus rises slightly. Some businesses still have the phenomenon of cost inversion. The mainstream of on-site negotiations is 13500-15500 yuan / ton. The market trend of domestic R134a rose slightly, but the auto industry continued to be depressed, and the transaction atmosphere was light. The supply of goods in the yard is sufficient, and the market will be affected by new production capacity in the future. The competition is fierce, and the price of refrigerants rises slightly. Affected by the favorable support, the price of fluorite in the yard remains high.

On the whole, the market of downstream refrigerant industry has improved. In addition, the price of hydrofluoric acid has continued to rise slightly recently, and the operating rate of fluorite plant has not changed much. Business analyst Chen Ling believes that the fluorite market price may maintain a high level in the short term.

According to the data of the commodity list of the business society, the recent market of formaldehyde in Shandong has been fluctuating and consolidation. The average price of formaldehyde in Shandong is 1190.00 yuan / ton. The current price has dropped by 7.51% month on month, and the current price has increased by 12.98% year on year.

Recently, the domestic formaldehyde market price has fallen. As of February 19, the mainstream factory price in Central China is about 1115 yuan / ton, the mainstream factory price in North China is 1060 yuan / ton, and the mainstream factory price in East China is 1085 yuan / ton. Shandong Linyi Galaxy formaldehyde production capacity of 120000 tons / year formaldehyde plant shutdown. Recently, some formaldehyde factories in Shandong Province have been operating at low load. During the Spring Festival, formaldehyde inventory is at a low level, the market trading atmosphere is cold, and the market has no obvious fluctuations.

Upstream methanol situation: the offer price of methanol market in southern Shandong is temporarily stable to 2180 yuan / ton, and the nearby factory withdrawal spot exchange rate, and the individual negotiation price is 2160-2170 yuan / ton. Linyi received the local goods, negotiated the price to 2150-2170 yuan / ton and sent them to cash exchange. The turnover of methanol market in central Shandong is stable to 2300 yuan / ton in cash, and the price of peripheral goods is about 2100-2150 yuan / ton in cash. Methanol market price is stable, support for formaldehyde is general.

During the Spring Festival, some of the Shandong timber factories were shut down for holidays, the demand for formaldehyde decreased, the formaldehyde enterprises were difficult to ship, and the market trading atmosphere was cold. After the Spring Festival has not yet resumed work, formaldehyde manufacturers are also preparing to resume work, is expected to start by the end of February.

Recently, the upstream raw material methanol market tends to be stable, the cost support is limited, and the downstream plate factory workers are about to return to work, so the demand is expected to increase. Therefore, the formaldehyde analysts of the chemical branch of business society expect that the recent price of formaldehyde in Shandong will mainly rise slightly.

According to the data monitoring of Business News Agency: before the Spring Festival holiday, the price of lithium carbonate is still in a relatively good situation. On February 8, the average price of industrial grade lithium carbonate in East China was 72200 yuan / ton, which was 1.4% higher than yesterday (the average price of industrial grade lithium carbonate in East China was 71200 yuan / ton on February 7). On February 8, the average price of battery grade lithium carbonate in East China was 77000 yuan / ton, up 1.32% compared with yesterday (the average price of battery grade lithium carbonate in East China was 76000 yuan / ton on February 7). On August 8, the comprehensive quotation of industrial grade lithium carbonate market was around 65000-76000 yuan / ton, and the comprehensive quotation of battery grade lithium carbonate market was around 70000-81000 yuan / ton.

By observing the market changes, the price of lithium carbonate before the Spring Festival holiday is still in a positive space. At present, smelters in some areas have begun to take a holiday, and the logistics has basically stopped. Although there are still some logistics transportation in Sichuan, Jiangxi and other places, the freight has increased significantly, so the price of lithium carbonate for some dealers has begun to rise. Now the pre festival market transaction is basically zero, and after the Spring Festival holiday, some enterprises still have the intention of rising prices.

The price of downstream industrial grade lithium hydroxide is stable. At present, the logistics will affect some deliveries. There are few new orders signed. There are few transactions during the Spring Festival, and the price will continue to be stable. In terms of lithium iron phosphate power market, the price of lithium carbonate rises, and lithium iron enterprises rise accordingly.

According to the price monitoring of the business community, the lithium carbonate commodity index on February 7 was 181.40, which was the same as yesterday, down 55.22% from the highest point 405.10 in the cycle (January 7, 2018), and up 84.09% from the lowest point 98.54 on October 16, 2014. (Note: period refers to the period from September 1, 2011 to now)

Lithium carbonate analysts of business news agency believe that due to the approach of Spring Festival holiday week, downstream procurement is basically in a stagnant state, and the market as a whole tends to be stable. It is expected that after the Spring Festival holiday, the market operating rate will increase, the demand will be relatively concentrated, and the price is still likely to go up.

On February 9, 2021, the price of metallic silicon (441) was lowered. According to the data of business news agency, the average market price of domestic metallic silicon (441) was 13266.67 yuan / ton on February 9, up 0.19% compared with the average market price of 13241.67 yuan / ton at the beginning of February (2.1).

On September 9, the prices of 441 silicon in different regions were as follows:

The price range of silicon metal in Fujian is 12800-12900 yuan / ton, that in Sichuan is 12900-13000 yuan / ton, that in Kunming is 12900-13000 yuan / ton, that in Shanghai is 14000-14200 yuan / ton, that in Tianjin is 13400-13500 yuan / ton, and that in Huangpu is 13200-13400 yuan / ton .

Towards the end of the year, the market purchasing sentiment is not high, and the price runs smoothly.

According to statistics, the price trend of domestic ammonium nitrate was temporarily stable this week. By the end of the week, the domestic market price of ammonium nitrate was 2900 yuan / ton, which was the same as the price of 2900 yuan / ton at the beginning of the week, with a year-on-year increase of 21.85%. On February 5, the commodity index of ammonium nitrate was 152.63, which was the same as yesterday, reaching a record high in the cycle, up 97.27% from the lowest point of 77.37 on October 31, 2016. (Note: period refers to the period from February 1, 2013 to now).

This week, the price trend of domestic ammonium nitrate Market maintained a high level. Domestic ammonium nitrate manufacturers started their plants normally, and the supply of ammonium nitrate in the yard was slightly tight. Some manufacturers reported that the delivery situation was general, and the price trend of manufacturers maintained a high level. Recently, the supply of goods in the yard was tight, and the transportation was normal, so the market price of ammonium nitrate was temporarily stable. Recently, the shipment market of ammonium nitrate manufacturers is normal, and the downstream is purchased on demand. The domestic ammonium nitrate manufacturers start work normally, and the prices of some manufacturers rise slightly. Up to now, the mainstream negotiation in Shaanxi is 2800-2900 yuan / ton, the mainstream negotiation in Shandong is 2200-2300 yuan / ton, and the price in Hebei is 3000-3300 yuan / ton.

This week, the domestic price of concentrated nitric acid declined slightly, with the weekend price of 2000 yuan / ton, 0.83% lower than the price of 2016.67 yuan / ton at the beginning of the week. Jiangsu Hongze Yinzhu chemical quoted 2100 yuan / ton; Anhui Jinhe quoted 1950 yuan / ton; Shandong helitai quoted 2100 yuan / ton. The price of synthetic chemical industry in Wenshui County is 1950 yuan / ton. In recent years, the domestic maintenance units are running normally, the supply of concentrated nitric acid market is normal, and the delivery of goods in the market is general. The price trend of nitric acid in the market has dropped slightly. The decline of nitric acid price is the bad influence of ammonium nitrate Market, and the price trend of ammonium nitrate Market is temporarily stable.

The price trend of upstream liquid ammonia was temporarily stable this week, with the weekend price of 3383.33 yuan / ton, which was the same as the price of 3383.33 yuan / ton at the beginning of the week. The operation of liquid ammonia plant in the yard was normal, the spot supply in the yard was slightly tight, and the price trend of liquid ammonia market continued to rise. In terms of fundamentals, the price of liquid ammonia in Shandong generally rebounded. Due to the low inventory pressure, the operating rate of manufacturers remained at a reasonable level, and there was a price gap with other regions in China, especially the northeast region, which also undertook some external orders, the price remained high. The ammonia quantity in Shandong Province is basically in the balance of supply and demand, which still has some support for the price. From the perspective of the downstream, the demand for agricultural fertilizer is slightly insufficient in the off-season. This week, the price of the upstream remains high, and the price trend of ammonium nitrate Market is temporarily stable.

In the near future, the demand of downstream civil explosive industry is normal, and the production and marketing of nitro compound fertilizer is normal, and the price trend of raw material market has dropped slightly. However, the spot supply of ammonium nitrate is general, which has a certain positive support for the ammonium nitrate Market. The ammonium nitrate analysts of business community believe that the market price of ammonium nitrate may remain volatile in the later period.