1、 Price trend

According to the bulk list data of business society, the price of cryolite in Henan operated smoothly this week. On August 27, the average market price in Henan was 6425 yuan / ton, an increase of 0.39% compared with the quotation of 6400 yuan / ton on August 1.

2、 Market analysis

The domestic cryolite market is temporarily stable and wait-and-see, the upstream raw materials are tight, and the production capacity of individual enterprises is low. The high cryolite price remains stable. As of the 27th, the ex factory quotation of cryolite in Shandong is 6300-6500 yuan / ton, and the ex factory quotation of cryolite in Henan is 6300-6600 yuan / ton, which is the same as that of last week. Domestic cryolite enterprises operate normally in terms of devices, the enterprise inventory is OK, the market supply is tight, the enterprise cryolite price is high and strong, the actual negotiation is mainly, the transaction price is low, and the shipment is relatively stable.

In terms of electrolytic aluminum, the market trend of this week was sorted upward, and the price continued to rise during the week, with an overall increase of 2.63%. In terms of limited film production capacity, market supply and demand, the decline of social inventory this week was weak. At present, the price is relatively high and volatile, and the domestic demand step by step out of the off-season in the later stage. In terms of supply and demand performance, the aluminum market trend in the later stage may continue to be high and volatile.

3、 Future forecast

The domestic cryolite market mainly operates smoothly, the upstream raw materials are tight, the inventory of individual enterprises is rational, the enterprise quotation is high, the downstream demand is acceptable, and the market trading is mainly based on orders. At present, the manufacturer’s mentality is mainly wait-and-see, and the shipment is stable. It is expected that the cryolite market will continue to operate on a wait-and-see basis in the later stage, with specific attention to the downstream demand.

1、 Price trend of domestic sodium pyrosulfite

According to the monitoring of business society, the price of domestic sodium pyrosulfite continued to rise this week. The average price of industrial grade sodium pyrosulfite was 2383.33 yuan / ton at the beginning of the week and 2450.00 yuan / ton at the end of the week, an increase of 2.80% during the week.

2、 Market analysis

Supported by the rising cost of upstream raw materials, some enterprises raised the ex factory price of sodium pyrosulfite again this week, driving the continuous rise in the domestic market price of sodium pyrosulfite. This week, the overall market price of industrial grade sodium pyrosulfite is in the range of 2300-2650 yuan / ton, most of which are concentrated near 2400-2500 yuan / ton. The production of enterprises is stable and the inventory is relatively low, Enterprises mainly complete orders from old customers（ The above prices refer to the external quotations of domestic mainstream enterprises, and some unreported enterprises are not within their scope temporarily. The prices are for reference only and have nothing to do with the final pricing of manufacturers. Please contact each manufacturer for details).

Since the beginning of August, the high price of domestic soda ash has increased by 8.19%, the price of sulfur has increased by 13.16%, the price of upstream raw materials has continued to rise, and the processing cost has continued to rise, which will further support the market price of domestic sodium pyrosulfite.

3、 Future forecast

Business analysts believe that at present, the overall operating rate of the domestic sodium pyrosulfite industry is low, the inventory of sodium pyrosulfite continues to be low, and the cost continues to be high. It is expected that the market price of sodium pyrosulfite will continue to be strong.

1、 Market price trend chart of nitric acid

Nitric acid price curve

According to the monitoring of business agency, the average price of concentrated nitric acid in China this week was 3130 yuan / ton, and the quotation was stable.

2、 Market analysis

On August 23, Anhui Jinhe offered 3250-3300 yuan / ton, a decrease of 100-150 yuan / ton compared with the last time; Wenshui Synthetic Chemical Co., Ltd. offers 2890 yuan / ton for concentrated nitric acid and 930 yuan / ton for dilute nitric acid, which is flat compared with the last time; The quotation of Shandong helitai concentrated nitric acid is 3200 yuan / ton, which is flat compared with the last time; The ex factory quotation of Shaanxi Xinghua Chemical concentrated nitric acid is 2650 yuan / ton, which is flat compared with the last time, and there is no inventory; The quotation of concentrated nitric acid of Henan Yongchang nitro fertilizer Co., Ltd. is 2800 yuan / ton, and there is no inventory. The goods in nitric acid market are acceptable, and the manufacturer’s quotation is generally stable.

Upstream liquid ammonia, according to the monitoring of business society, the average production price in Shandong was 4883 yuan / ton on August 1 and 4300 yuan / ton on August 26, down 11.95%. The average price of downstream aniline in the domestic market was 10533 yuan / ton on August 1 and 11000 yuan / ton on August 26, up 4.43%. Downstream TDI, the average price of East China market on August 1 was 15166 yuan / ton, and the average price of East China market on August 26 was 14750 yuan / ton, down 2.75%.

3、 Future forecast

The support of raw liquid ammonia weakened, and the nitric acid analyst of business society predicted that nitric acid may decline and adjust in a narrow range.

This week (August 16-august 20), the market of nitrile rubber was stable. According to the monitoring of business society, the price of nitrile rubber was 22600 yuan / ton as of August 20.

The ex factory price of domestic nitrile rubber is stable. According to the monitoring of business society, Lanzhou Petrochemical nitrile n41e reported 20200 yuan / ton as of August 20; 3305e quoted 21300 yuan / ton; Ningbo shunze 65000 T / a unit operates normally, and the manufacturer has a large inventory. The ex factory price of nitrile 3355 / 3365 is 21300 yuan / ton, and the ex factory price of 3380 is 22400 yuan / ton. The start-up of the downstream rubber products industry has not increased significantly this week, and the demand is mainly stable.

Raw butadiene rose slightly, supported by the cost side. According to the monitoring of business society, as of August 20, the price of butadiene was 10945 yuan / ton, up 2.32% from 10697 yuan / ton at the beginning of the week.

Future forecast: NBR analysts of business society believe that the demand side is stable, coupled with the cost side support, it is expected that the high level of NBR market will be stable in the later stage.

1、 Price trend

According to the monitoring data of business society, the price of chlorinated paraffin was stable this week. On August 16, the average ex factory price of domestic chlorinated paraffin 52 was 6100 yuan / ton, and on August 22, the average ex factory price of domestic chlorinated paraffin 52 was 6100 yuan / ton, with stable price.

2、 Market analysis

This week, the domestic chlorinated paraffin started stably and the unit operated normally. At present, the ex factory quotation of chlorinated paraffin 52 in Anhui is about 5800-6000 yuan / ton, that in Northeast China is about 5800 yuan / ton, that in Hebei is about 5000-5800 yuan / ton, that in Shaanxi is about 6800 yuan / ton, and that in Shandong is about 5800-6000 yuan / ton.

In terms of raw liquid wax, the liquid wax market is generally stable this week, the demand is general, and the market is weak. In terms of raw liquid chlorine, the market situation of liquid chlorine is good this week, and the price is rising steadily, which has no great impact in East China.

3、 Future forecast

The chlorinated paraffin analyst of business society believes that the price of liquid chlorine, the raw material of chlorinated paraffin, rose this week, supported by favorable costs. At present, the production and marketing of chlorinated paraffin is balanced. The downstream demand is acceptable and the market trading is good. It is expected that the price of chlorinated paraffin will run smoothly in the short term.

According to the price monitoring of business agency, the price of sulfur (granular sulfur) in East China rose this week. The average price of sulfur production was 1756.67 yuan / ton on August 20, an increase of 4.15% compared with 1686.67 yuan / ton on August 14.

This week, the domestic sulfur market was sorted upward. The inventory of refineries in various regions in China was low, and the downstream factories mainly purchased on demand. The market transaction atmosphere was good, the on-site mentality was positive, the enterprise shipment was smooth, and the quotation rose as a whole during the week. During the week, refining companies in various regions in China adjusted their prices according to their own shipments, and the price of solid-liquid sulfur increased by 30-80 yuan / ton compared with last week. As of the 20th, the regional prices of sulfur (particles) in China are as follows:

region varieties August 20th

East China Sulfur (particle) 1700-1820 yuan / ton

North China Sulfur (particle) 1590-1680 yuan / ton

Shandong region Sulfur (particle) 1760-1780 yuan / ton

The downstream phosphate fertilizer market continued to perform well, the domestic market and export orders were stable, and the prices of Monoammonium and diammonium were strong. Monoammonium enterprises had sufficient orders, a small number of new orders were accepted, some enterprises stopped their units for maintenance, the spot supply was limited, and the price rose slightly during the week. The demand for diammonium is strong, with export orders plus domestic demand, large amount of enterprises to be sent, tight market supply, and wait-and-see consolidation of the future market. Comprehensive phosphate fertilizer market analysis effectively supports the trend of sulfur in the later stage.

According to the sulfur analysts of business society, the domestic sulfur market is strong, the supply of port goods is tight, the cargo holders are reluctant to sell, the spot on the site is difficult to find, the traders mainly purchase on demand, the external price is strong, the mentality of the on-site operators is good, the support for the domestic refinery sulfur market is strong, the high-level sorting and operation of the sulfur market is expected, and the downstream follow-up is concerned.

According to the bulk list data of business society, as of August 20, the average quotation price of epichlorohydrin enterprises was 14166.67 yuan / ton, down 0.47% compared with the price at the beginning of the week, down 8.01% compared with the price on July 20, and up 2.16% year-on-year in a three-month cycle.

This week, the epichlorohydrin market fell first and then rose, running in shock, and the overall trend fell. At the beginning of the week, constrained by the expected increase in supply, the price fell, the downstream procurement was cautious, and the wait-and-see mentality dominated. The transaction atmosphere was weak due to the just need for trading. Affected by the unexpected shutdown news of large factories in the region and the high price of raw glycerol, the market stopped falling and rebounded. At present, the supply of cash in the market is tight and the market atmosphere is positive.

Upstream propylene, according to the bulk list data of business society, the market price of domestic propylene (Shandong) increased slightly this week (8.16-8.20). At the beginning of the week, the market price was 7703 yuan / ton, and the average price at the weekend was 7748 yuan / ton, an increase of 0.6%.

Downstream epoxy resin: on August 20, the liquid epoxy resin Market in East China continued to rise as a whole. The negotiation range was 34000-34800 yuan / ton, and the raw material bisphenol a continued to rise. The negotiation reached more than 27500 yuan / ton. It was difficult to find a source of low-cost goods, and the downstream just needed replenishment. It is expected that the mainstream of the local market will negotiate the ex factory price of 34000 yuan / ton in barrels in the short term.

According to the epichlorohydrin analysts of business society, in general, the recent raw material glycerol market is strong, the propylene price has increased slightly, and the cost support is strong. In addition, the tight spot supply in the market has boosted the market mentality. The downstream just needs to purchase. It is expected that in the short term, the epichlorohydrin situation may be strong, and more attention should be paid to the market supply and demand.

According to the data monitored by the business society, as of August 19, the comprehensive price of PC market was 25450.00 yuan / ton. The overall PC market operated strongly this week, up 1.09% compared with the same period last week and 5.71% compared with the same period last month. The manufacturer shipped actively, the logistics was smooth, the downstream procurement enthusiasm was general, and maintained a strong operation in the short term.

This week, the overall market price of PC has increased slightly, the cost pressure has increased, and the PC market is operating in a narrow range. At present, the supply side is normal, the downstream demand is general, the wait-and-see atmosphere still exists, the rising momentum is insufficient, and it is mainly cautious to wait and see. It is strong and volatile in the short term, the focus of negotiation is high, and the supply side of upstream bisphenol A is tight. At present, the quotation range is 26900-27200 yuan / ton in East China, The price in North China is 27000-27200 yuan / ton, and the manufacturer runs at a high price.

On August 18, the bisphenol a commodity index was 256.01, unchanged from yesterday, down 9.60% from the highest point of 283.19 in the cycle (2021-04-16), and up 255.13% from the lowest point of 72.09 on April 6, 2020（ Note: period refers to 2020-03-01 to now)

Official account of PC, a business agency, said: next week, PC is expected to remain stable and narrow.

The magnesium market continued to rise this week, and the supplier is mainly in the futures order arrangement mode. As of August 13, the market quotation of magnesium price was 22000 yuan / ton. On August 12, the magnesium commodity index was 133.23, an increase of 1.22 points over yesterday, a record high in the cycle, and an increase of 83.31% over the lowest point of 72.68 points on January 10, 2016（ Note: period refers to 2012-03-01 to now)

As of August 13, the specific price range of each region is as follows:

Ex factory tax cash exchange in fugu area is 22400-22500 yuan / ton; The ex factory tax included spot exchange in Ningxia is 22400-22500 yuan / ton; Taiyuan factory tax included spot exchange 22500-22600 yuan / ton; The ex factory tax included spot exchange in Wenxi area is 22600-22700 yuan / ton.

High raw materials support magnesium market transaction follow-up

In terms of ferrosilicon, the spot market remains high, and the spot supply of ferrosilicon is tight. At present, the price of ferrosilicon has reached 8666.67 yuan / ton; In terms of coke, the supply of coke in the producing area continued to tighten, and the second round of coke increase landed. The price of coking coal in the main producing area increased significantly by 200-350 yuan / ton. Due to the shortage of railway capacity, the freight of some routes continued to rise this week. The tax-free freight of Tangshan Guzhi in Xiaoyi, Luliang, Shanxi was about 185 yuan / ton. The high price of ferrosilicon and coke at the cost side supports the continuous rise of magnesium price.

Shortage of spot supply and high willingness of merchants to support prices

The spot of magnesium ingot Market is tight. Affected by environmental protection policies, some magnesium factories reduce production and limit production. The spot inventory of factories is at a low level. Merchants have a high willingness to support prices, and the downstream bargaining power is limited. Most factories are mainly trading in futures. Under the influence of buying up rather than buying down, downstream procurement is more active.

Future forecast

In the short term, the inventory of magnesium ingots in the spot market continues to be tight, businesses have a high willingness to support prices, superimpose high cost support at the raw material end, and many favorable factors affect type I. It is expected that coal prices will continue to operate at a high level in the near future.

Recent price trend of calcium carbide

As can be seen from the above figure, the ex factory price of calcium carbide in Northwest China is temporarily stable this week. This week, the factory quotations of mainstream calcium carbide manufacturers in Northwest China were 5133.33 yuan / ton, an increase of 90.36% over the same period last year. Overall, the calcium carbide market was temporarily stable this week, and the calcium carbide commodity index was 134.50 on August 13.

Electricity rationing and production reduction, calcium carbide in short supply

From the manufacturer’s quotation, the ex factory price of calcium carbide in Northwest China this week is temporarily stable: oviganon’s quotation of calcium carbide this weekend is 5200 yuan / ton, which is temporarily stable compared with that at the beginning of the week; Inner Mongolia Zoomlion’s quotation for calcium carbide this weekend is 5100 yuan / ton, which is temporarily stable compared with that at the beginning of the week; The quotation of calcium carbide in Xingping, Ningxia this weekend is 5100 yuan / ton, which is temporarily stable compared with that at the beginning of the week.

From the upstream and downstream industrial chain of calcium carbide, the ex factory quotation of blue carbon increased slightly in the upstream raw material market this week. The quotation of Shenmu small materials this weekend is 1620 yuan / ton, which is 20 yuan / ton higher than that at the beginning of the week; The quotation of CMCC this weekend is 1620 yuan / ton, which is 20 yuan / ton higher than that at the beginning of the week; The quotation of bulk materials this weekend is 1650 yuan / ton, which is 50 yuan / ton higher than that at the beginning of the week. The price of upstream raw materials continued to rise slightly, with good cost support, which had a positive impact on the price of calcium carbide.

In the downstream market, the ex factory price of PVC rose slightly this week. The quotation of PVC this week increased from 9112.50 yuan / ton at the beginning of the week to 9225.00 yuan / ton at the end of the week, an increase of 1.23%, an increase of 43.64% over the same period last year. The PVC price rose slightly this week, the market situation was good, the PVC maintenance was completed, and the downstream had a good enthusiasm for calcium carbide procurement. On the whole, the PVC market this week had a positive impact on the price of calcium carbide.

The output of calcium carbide decreased, the downstream demand was good, and the market outlook fluctuated slightly

In the middle and late August, the calcium carbide market fluctuated slightly and rose mainly. The price of raw material blue carbon was adjusted at a high level, and the cost of calcium carbide was well supported. The downstream PVC market is rising and the demand is good. In the future, it is predicted that the price of calcium carbide in Northwest China may rise slightly in mid and late August.