Trade name: ammonium chloride

Latest price (June 9): 780 yuan / ton

Analysis points: the market of ammonium chloride is stable and the price is firm. According to the monitoring of business news agency, the domestic price of dry ammonium chloride was 780 yuan / ton on the 9th, which was stable compared with the previous day. Although more than 70% of the units in the United alkali plant were started, the high price of urea and raw material liquid ammonia rose, which supported the high price of ammonium chloride market. According to the business news agency, on June 9, 2021, the price of agricultural dry ammonium chloride in Jinshan, Henan Province was 720 yuan / ton; The price of wet ammonium is 660 yuan / ton; Jiangsu Shilian Chemical Co., Ltd. delivered 770 yuan / ton dry ammonium and 690 yuan / ton wet ammonium; The ex factory price of Hubei Yihua Shuanghuan dry ammonium is 800 yuan / ton.

It is predicted that the high price of liquid ammonia and urea will form a strong support for ammonium chloride, but with the end of the fertilizer season, the fertilizer market may cool down, and then the ammonium chloride market may be back.

On June 8, 2021, the price of metallic silicon (441) rose. According to the data of business news agency, on June 8, the average price of domestic silicon metal (441) market was 14016.67 yuan / ton, up 0.18% compared with the average price of 13991.67 in the previous day, 7.34% higher than last week’s average price, and 28.50% higher than last year’s average price of 10908 yuan / ton.

On August 8, the prices of 441 silicon in different regions were as follows:

The price range of silicon metal in Huangpu port is 14100-14200 yuan / ton, that in Tianjin port is 14200-14300 yuan / ton, that in Kunming is 13800-13900 yuan / ton, that in Sichuan is 13800-13900 yuan / ton, and that in Fujian is 13200-13400 yuan / ton, The price range of silicon metal in Shanghai is 14600-14800 yuan / ton.

Yunnan power rationing alleviates silicon factory supply rebound

On June 4, Yunnan power rationing eased. It is reported that DeHongZhou will resume production of two sets and Baoshan will resume production of one set. It is expected that more silicon plants will resume production at the end of this month.

Guangzhou automobile transportation pressure affects freight transportation

According to the report, the epidemic spread rapidly in Guangzhou. In order to ensure the normal operation of freight vehicles, Guangzhou has also set up a number of nucleic acid testing points for truck drivers on trunk lines. Since June 7, truck drivers have to provide 48 hour nucleic acid testing certificate. Most of the train drivers are unwilling to pull goods to Guangzhou and transfer them to Tianjin port.

The situation in the lower reaches is warming up for a short time, but declining as a whole

In late May, the atmosphere of the domestic silicone DMC market picked up, mainly due to the impact of the environmental policy, the operating rate of monomer plants decreased in late May, the supply of spot goods on the floor was tight, the market closed up increased, and the overall trading atmosphere gradually warmed up. On June 7, the market price was 26933.33 yuan / ton, down 2.42% from the beginning of May.

forecast

On the supply side, the output of silicon metal decreased, and the social inventory of the three places dropped to a new low in recent four years; In terms of industrial chain, upstream coke increased by 9.24%, and downstream silicone decreased by 2.42%. Therefore, business analysts believe that the current price of silicon metal will be stable and upward.

According to the data monitoring of business news agency, as of May 31, the average reference price of 30% grade phosphorus ore in mainstream areas in China was around 510 yuan / ton, which was increased by 30 yuan / ton or 6.25% compared with the price on May 1 (480 yuan / ton).

In May, the overall trend of domestic phosphorus ore market continued to move upward, and the market price of phosphorus ore rose twice in May

At the beginning of this month, some domestic mining enterprises, represented by Guizhou Province, raised the price of primary and high-end phosphate rock after labor day, with an increase range of 20-50 yuan / ton. After the price adjustment, the quotation of 30% grade phosphate rock in Guizhou Province is about 410-450 yuan / ton, and the price of 28% grade phosphate rock is about 400-420 yuan / ton.

Subsequently, the market was stable at a high level until late May. The overall trading atmosphere of the market was good, the downstream orders were relatively stable, the shipment of the industry was normal, the inventory of phosphate rock was low, and the spot supply was tight. Supported by multiple positive factors, the market price of phosphate rock in Guizhou rose again on the 24th, with an increase rate of 10-30 yuan / ton, The quotation of 30% grade primary and high-end phosphate ore in Guizhou is around 430-480 yuan / ton, of which the high-end quotation is from Guizhou Fuquan Huifa Mining Co., Ltd., and the quotation of 30% grade phosphate ore is 480 yuan / ton. As of May 31, the average reference price of 30% grade phosphate ore in mainstream areas of China was around 510 yuan / ton, which was increased by 30 yuan / ton or 6.25% compared with the price on May 1 (480 yuan / ton).

Downstream yellow phosphorus, at the end of May, the domestic yellow phosphorus market rose sharply. Affected by drought, lack of water and power restriction in Yunnan, the operating power of yellow phosphorus enterprises in some areas was less than 20%! Recently, power rationing has not been alleviated, but has become more and more serious. All yellow phosphorus plants in Yunnan are temporarily shut down before June, but the specific start-up time is not yet determined. At present, the supply of yellow phosphorus market is further shrinking, which may continue to push up the price of yellow phosphorus. Up to now, Yunnan yellow phosphorus plant has been temporarily shut down before June, and the specific start-up time has not been determined. The mainstream price in Sichuan is about 25000 yuan / ton; The mainstream price in Guizhou is about 25000 yuan / ton. As of May 31, the average price of domestic yellow phosphorus was 25000 yuan / ton. Compared with May 1, the average price of domestic yellow phosphorus increased by 7300 yuan / ton, or 40.98%.

For downstream phosphoric acid, the market of phosphoric acid was relatively stable in the first half of May, and fluctuated in a narrow range in the second half of May. Near the end of the month, the market of phosphoric acid rose rapidly to a high level. This month’s rise was mainly caused by the rise in the price of raw material yellow phosphorus. At the end of May, the price of yellow phosphorus was around 25000 yuan / ton, and the supply was in short supply. The phosphoric acid market was supported by the cost, and the price linkage rose. The enterprise’s rise range was about 350-1100 yuan / ton, which quickly rose to a high level. Taking Ronghong chemical industry as an example, the latest price was 6400 yuan / ton, and the price was also higher, Due to the tight supply of raw materials and high prices, some enterprises started to decline and closed down their orders. Most of them were in a wait-and-see state, and the downstream still maintained a just need to purchase, with few high price transactions. As of May 31, the average price of domestic phosphoric acid was 5866 yuan / ton, which increased by 600 yuan / ton or 11.04% compared with May 1.

In May, the price of map rose by 3.29% in the month. Domestic demand increased and orders increased. The operating rate of Monoammonium enterprises is about 70%, slightly higher than last week. In the process of equipment shutdown and maintenance in some enterprises, the price rises. The price of DAP was stable. The domestic market is stable without fluctuation. The domestic demand side is general, the order quantity follow-up is insufficient. Some enterprises stop production for maintenance, the supply of goods is tight, mainly for export. On Tuesday, the operating rate of ammonium enterprises was about 55%, which was at a low level.

Starting at high level downstream of raw material to reduce short-term high level finishing operation of phosphate rock

At present, the overall raw material market is operating at a high level, the operating rate of downstream plants is reduced, the wait-and-see sentiment is aggravated, and the procurement tends to be cautious. Therefore, the phosphorus ore analysts of the business community believe that in the short term, the domestic phosphorus ore price will continue to rise and slow down, and the market will mostly operate at a high level.

1、 Domestic sodium pyrosulfite price trend chart

According to the monitoring of business news agency, the price of sodium pyrosulfite in China rose sharply this week. The average price of industrial grade sodium pyrosulfite at the beginning of the week was 1866.67 yuan / ton, and that at the end of the week was 1983.33 yuan / ton, up 6.25%.

2、 Market analysis

This week, the overall market performance of sodium pyrosulfite is acceptable, and the market price range of industrial grade sodium pyrosulfite is 1800-2200 yuan / ton. Affected by the continuous rise of upstream raw material prices, cost transmission prompted enterprises to increase the ex factory price of sodium pyrosulfite one after another this month, driving the domestic market price of sodium pyrosulfite to rise in an all-round way. This week, the production of domestic sodium pyrosulfite enterprises was stable, and the enterprises mainly completed the orders of old customers（ The above prices are quoted by domestic mainstream enterprises, and some enterprises not quoted are not within their scope. The prices are for reference only, and have nothing to do with the final pricing of manufacturers. For details, please contact each manufacturer for consultation).

Since May, domestic soda price has increased by 4.22%, sulfur price has increased by 7.17%, and raw material cost has continued to rise, which will further support domestic sodium pyrosulfite market price in the future.

3、 Future forecast

Business analysts believe that raw material costs continue to rise, cost support, domestic sodium pyrosulfite market price is expected to be strong operation.

Price trend

According to the data of the business club’s block list, the domestic POM market was active in May, with the spot prices of various brands rising at a high level. As of June 1, the average offer price of the POM injection molding sample enterprises in the business community was about 15900 yuan / ton, up 5.76% compared with the average price at the beginning of the month.

Cause analysis

In terms of POM upstream formaldehyde, the raw material methanol market mainly rose in early May, and the formaldehyde Market in Shandong was stronger due to the support of the cost side. In the middle of the month, methanol mainly fell in shock, market turnover turned light, negotiation atmosphere was cautious, and support for formaldehyde weakened. By the end of the month, the game was deadlocked and mostly on the sidelines. Formaldehyde spot price fell with methanol. At present, the construction of the downstream plate yard is relatively stable, the demand for formaldehyde is fair, and the purchase just needs to be maintained. The atmosphere of the formaldehyde trading market is good, the goods go smoothly, and the inventory pressure of the enterprise is not big. Therefore, the formaldehyde analysts of the chemical branch of the business society expect that the price of formaldehyde in Shandong will rise slightly in the near future.

Upstream prices fell after rising in May, and POM cost side support weakened. Domestic POM spot price range is still high, Tianye Chemical M90 reference price is about 15700 yuan / ton, real single negotiation. Yuntianhua M90 ex factory reference price quoted 16900 yuan / ton, firm offer negotiation. The POM unit of Shenhua Ningshan coal works normally. The reference price of mc90 is about 15100 yuan / ton, with cash withdrawal. Compared with the beginning of May, there were considerable increases. However, the stalemate in the last ten days of the year has caused the spread of air atmosphere in the market. In addition, it is in the off-season of the industry, so the consumption of downstream factories is difficult to increase. The market price in East China has been affected by the atmosphere of short space in the market. Traders are reluctant to sell, but most of the domestic market is stable. On the supply side, the performance of short-term market supply continued to be compact. Although the unit maintenance work was completed recently, the recovery of industry operation rate was limited, and there was still supply side support in the market.

Future forecast

Analysts of business news agency think: the trend of domestic POM market is still strong in May. Formaldehyde and methanol in the upper reaches fell in the second half of the month, and the cost support of POM was weakened. The tight market supply pattern still exists, and the supply side is good for the market. Under the pressure of high cost, the profits of downstream enterprises are compressed, which contradicts the high price supply. At the same time, there is a lack of demand in off-season, and the orders are generally small. Business from reluctant to sell to active shipping, supply and demand game market continued. It is expected that the POM market will continue to adjust in a narrow range in the near future.

Price trend

According to the data of the business club’s block list, the domestic PA66 market fell in May, and the spot prices of various brands had a considerable reduction. As of May 31, the average offer price of PA66 medium viscosity injection molding sample enterprises was about 39900 yuan / ton, a decrease of 3.04% compared with the average price at the beginning of the month, and a rise of 112.23% compared with the same period last year.

Cause analysis

In terms of upstream adipic acid, domestic adipic acid prices fell sharply in May. After the market peaked in March, with the increase of domestic adipic acid supply pressure and relatively weak demand, the price lost its support and gradually went down. Adipic acid in East China fell by 8.23% in May, according to business news agency. In terms of operating rate, adipic acid enterprises maintain a high load, and enterprise inventory gradually increases. As the market enters the off-season, the pressure time of adipic acid supply may be prolonged, and the price is easy to fall but difficult to rise. It is not ruled out that the range will continue to move down.

The raw material adipic acid runs weakly, and the cost support of PA66 is weakened. In the middle of May, the market of PA66 began to decline gradually, and the pattern of weak supply and demand in the industry ran through the last two months. Recently, the overall operating rate of domestic PA66 industry is still not high. It is reported that some devices in Henan Shenma have entered the maintenance stage. However, the positive reaction of the market to the tightening of supply is relatively flat, and the end-users have a strong wait-and-see atmosphere, which contradicts the high price supply and lacks purchasing power. The merchant ships according to the market, the loose discussion takes the single, hears the actual single price to have the certain undercut range. Although the overall inventory of PA66 is not high, the profit margin is compressed and the market atmosphere is not active.

Future forecast

Analysts from business news agency said: in May, the cost pressure of domestic PA66 market was high, the pattern of lack of demand did not improve, and the profit situation of polymerization enterprises and end users was poor. At present, the market atmosphere is weak with weak supply and demand. The downstream strategy of taking goods tends to be rigid demand, taking goods as they are used, and there is no active hoarding. In the near future, the production capacity loss is good for the supply side, but the on-site delivery is not smooth, and the price of real orders is lower under the supply and demand game. PA66 market is expected to continue weak trend in the short term.

1、 Price trend

According to the data of business news agency, the domestic market price of maleic anhydride fell this week. As of May 30, the average price of maleic anhydride by hydrogenation of benzene remained at about 11000 yuan / ton, down 2.22% compared with 11250 yuan / ton on May 23 and 2.22% compared with the same period last month.

On May 30, the maleic anhydride commodity index was 103.62, unchanged from yesterday, down 16.21% from the highest point of 123.67 in the cycle (December 26, 2017), and up 102.46% from the lowest point of 51.18 on April 14, 2020（ Note: period refers to the period from September 1, 2011 to now

2、 Analysis of influencing factors

This week, the domestic market of phthalic maleic anhydride was basically stable. The state continues to supervise the price of raw materials and the game between supply and demand, which leads to the price of chemical products falling; Under the influence of environmental factors, the operation rate of unsaturated resin in the downstream is slowing down, the resin market is in a strong wait-and-see mood, and just need to purchase. As of the 30th, the amount of solid anhydride in Shandong is about 9700 yuan / ton, that in Jiangsu is about 10000 yuan / ton, that in Shanxi is about 9800 yuan / ton, that in Hebei is about 9800 yuan / ton, and that in South China is about 9800 yuan / ton.

On the upstream side, pure benzene continued to fall this week. On May 23, the average price of pure benzene was 8080 yuan / ton. On May 30, the average price of pure benzene was 7520 yuan / ton. Compared with last week, the average price of pure benzene fell 560 yuan / ton, or 6.47%. This week, the market price of hydrobenzene in Shandong Province was down, at 8075 yuan / ton on the 23rd and 7850 yuan / ton on the 30th, down 225 yuan / ton. The price of n-butane remained stable, with the price in Shandong being 4300 yuan / ton.

According to the price monitoring of the business community, in the list of commodity prices in the 21st week of 2021 (5.24-5.28), there are 26 kinds of commodities in the chemical industry sector, among which there are 4 kinds of commodities with an increase of more than 5%, accounting for 4.3% of the number of commodities monitored in the sector; The top three commodities were phosphoric acid (10.00%), yellow phosphorus (8.70%) and polysilicon (8.44%). There were 37 kinds of commodities that declined on a month on month basis, and 9 kinds of commodities with a decline of more than 5%, accounting for 9.8% of the monitored commodities in the sector; The top three products were melamine (- 31.41%), bisphenol A (- 17.81%) and acetone (- 11.45%). This week’s average rise or fall was – 1.09%.

3、 Future forecast

Business community maleic anhydride product analysts believe that the state continues to regulate the price of raw materials and the game of supply and demand differences, which leads to the decline of chemical products prices and the aggravation of supply and demand differences in maleic anhydride market. The downstream just needs to purchase, the maleic anhydride price is weak, and the downstream wait-and-see sentiment is strong. It is expected that the maleic anhydride price will mainly decline in the near future.