First, the price trend

In August, the domestic chloroform market rose in a step-by-step manner, and the price of chloroform reached a new high. According to the monitoring of the business community, the average price of chloroform at the beginning of the month was around 3,794 yuan / ton, and the average price at the end of the month was about 4,356 yuan / ton, which rose by 14.81% during the month, up 113.27% over the same period last year.

Second, the cause analysis

Product reasons: This month, the domestic chloroform market was affected by the hot sales of the downstream refrigerant market, continuing the upward trend in July, and the prices hit record highs. Near the end of the month, the price of chloroform stabilized and the regional differences remained large. . During the month, domestic chloroform production enterprises have different levels of maintenance and reduction, such as Jinling Chemical’s 440,000 tons/year plant started 50%; Dongying Jinmao 120,000 tons/year plant parking; Luxi Chemical 220,000 tons/ The annual installation starts from 70% to 80%; Jiangsu Liwen 160,000 tons/year starts 50%; Jiangxi Liwen 80,000 tons/year has normal operation, and other large chloroform producers mainly use it for their own use, chloroform market The spot supply is tight. At present, the price of Shandong is 4220-4270 yuan / ton, the Jiangsu area is 4650 yuan / ton, the Zhejiang area is 4200 yuan / ton, and the Jiangxi area is 4400 yuan / ton.

Industry chain: upstream, the methanol market volatility adjustment this month, a sharp increase of 8.09% during the month, up 15.76% year-on-year, currently around 3023 yuan / ton; liquid chlorine market stable performance during the month, liquid chlorine price in North China at 1-100 Between RMB/ton, the price of liquid chlorine in East China is between 50-200 yuan/ton, and the subsidy for freight in some areas is around 600-800 yuan/ton. This month, the downstream R22 refrigerant market was affected by the weather and export favorable, the price was first suppressed and then raised. The current factory price is around 20,000 yuan/ton. Due to the tight supply, some traders take the price at 22000-23000 yuan/ton. .

Industry: According to the price monitoring of business companies, there were 129 kinds of commodities in the price increase and decline in August 2018, which were concentrated in the chemical sector (50 types) and energy sectors (15 types), with an increase of more than 5%. The commodities are mainly concentrated in the chemical sector; the top 3 commodities are PTA (East China) (39.14%), coke (26.52%) and polyester POY (26.29%). There were 46 kinds of commodities with a decrease in the chain, concentrated in the chemical industry (20 kinds in total) and non-ferrous (12 kinds in total). The products with the decline of more than 5% were mainly concentrated in the chemical sector; the top 3 commodities were hydrochloric acid (-17.79%). , polymerization MDI (-15.95%), polysilicon (-15.79%).

Third, the market outlook

According to analysts of chloroforms in the business community, at present, the overall operating rate of the chloroform market is low, the inventory of enterprises is generally low, and the spot supply in the market is tight. However, with the arrival of the traditional off-season of chloroform, the demand of downstream users is weak. It is expected that the market for chloroform will be stabilized at a high level in the short term, and there will be a downward trend in the later period.