According to the bulk list data of business society, as of September 12, the average price of domestic industrial lithium hydroxide enterprises was 144666.67 yuan / ton, up 5.34% compared with Monday, 31.12% compared with August 12, and 63.16% year-on-year in a three-month cycle.

The lithium hydroxide market continued to rise this week. In terms of cost, the price of upstream spodumene is strong, and the price of lithium carbonate continues to rise sharply. From the supply side, the market supply has increased recently, but the spot supply of mainstream manufacturers is still limited. From the demand side, the downstream follow-up is positive and stable. On September 12, the lithium hydroxide commodity index was 344.44, the same as yesterday, down 9.71% from the highest point of 381.48 in the cycle (September 12, 2016), and up 244.44% from the lowest point of 100.00 on September 4, 2014. (Note: the period refers to the period from September 1, 2014 to now)

Upstream lithium carbonate, according to the data monitoring of business society: the price of industrial grade and battery grade lithium carbonate has risen recently. On September 12, the average price of industrial grade lithium carbonate in East China was 134600 yuan / ton, which was 12.92% higher than that at the beginning of the month (the average price of industrial grade lithium carbonate in East China was 119200 yuan / ton on September 1). On September 12, the average price of battery grade lithium carbonate in East China was 141800 yuan / ton, which was 12.90% higher than that at the beginning of the month (the average price of battery grade lithium carbonate in East China was 125600 yuan / ton on September 1).

According to the lithium hydroxide analysts of business society, in general, at present, the price of raw materials is tight, the support is strong, and the tight balance between supply and demand in the spot market continues. It is expected that in the short term, the domestic industrial lithium hydroxide market may be dominated by strong operation, and the specific trend needs to pay more attention to the market interest rate guidance.

Recent price trend of sulfuric acid

As can be seen from the above figure, the market price of sulfuric acid in Shandong this week was temporarily stable, with the quotation of 795.00 yuan / ton, up 103.85% year-on-year compared with the same period last year. Overall, the sulfuric acid market was temporarily stable this week, and the sulfuric acid commodity index was 123.74 on September 10.

The downstream market was boosted and the willingness to purchase was strengthened

From the manufacturer’s quotation, the price of mainstream sulfuric acid manufacturers in Shandong this week is temporarily stable, the manufacturer’s inventory is general, and the downstream demand is good. The quotation of Heze Jiangyuan sulfuric acid at the weekend is 870 yuan / ton, which is temporarily stable compared with that at the beginning of the week; Zouping Tianlu quoted 720 yuan / ton this weekend, which was temporarily stable compared with that at the beginning of the week; Changzhou Qinghong offers 1050 yuan / ton at the weekend, which is temporarily stable compared with the beginning of the week.

From the upstream and downstream industrial chain, the upstream sulfur market has continued to rise recently. The quotation has increased from 1920.00 yuan / ton at the beginning of the week to 1950.00 yuan / ton at the end of the week, an increase of 1.56%, a year-on-year increase of 144.77% compared with the same period last year, and the cost support is good. The downstream bromine market rose slightly. The quotation increased from 42875.00 yuan / ton at the beginning of the week to 43642.86 yuan / ton at the end of the week, an increase of 1.79%, a year-on-year increase of 48.50% compared with the same period last year. The downstream formic acid market rose slightly, and the quotation increased from 5900.00 yuan / ton at the beginning of the week to 6033.33 yuan / ton at the end of the week, an increase of 2.26%. On the whole, the upstream and downstream products had a positive impact on the price of sulfuric acid this week.

Market outlook rose slightly

In the middle of September, the sulfuric acid Market in Shandong Province mainly rose slightly. The upstream sulfur price has continued to rise recently, with good cost support. The downstream bromine market began to stop falling and rise, the downstream formic acid market has increased significantly, the downstream enthusiasm for purchasing sulfuric acid has been strengthened, and the product trend is upward under the contradiction between supply and demand. Sulfuric acid analysts of business society believe that under the influence of supply and demand and raw materials in Shandong market in the short term, the sulfuric acid market may rise slightly.

From September 3 to September 10, 2021, the market price of crude benzene was the main player in Japan. It was 6331 yuan / ton last weekend and 6561 yuan / ton this weekend, with a weekly increase of 3.63%.

On September 10, 2021, Sinopec raised the listing price of pure benzene by 150 yuan / ton. At present, it is 8000 yuan / ton, of which Qilu Petrochemical is 7950 yuan / ton. During the week, the listing price of Sinopec pure benzene rose for three consecutive times, with a cumulative increase of 350 yuan / ton.

On the upstream side, with the support of good fundamentals, the price of pure benzene rose all the way. During the week, the listing price of Sinopec pure benzene rose for three consecutive times, with a cumulative increase of 350 yuan / ton. The trend of downstream styrene was strong in the week, the demand for pure benzene was well supported, the inventory in East China continued to decline, and the market mentality was good. Hydrogenated benzene closely follows the trend of pure benzene and is the main price player this week.

This week’s crude benzene market mainly rose. The bidding price in Shandong this week was 6550 yuan / ton, up 220 yuan / ton from last week. In terms of supply, the environmental protection supervision team has been stationed in Shandong. Affected by environmental protection, the stewing furnace of coke enterprises in some cities in Shandong has stopped production, involving a production capacity of about 10 million tons. At present, the overall operating rate in Shandong is about 30-50%, the regional supply is tight, and the rising mentality of coking enterprises is strong.

In the future, the fundamentals are good. Coking enterprises have certain production restrictions, the supply of crude benzene is tight, and the expectation is strong. It is expected that the price of crude benzene will still maintain a volatile trend in the short term, with a certain upward space.

1、 Price trend

According to the monitoring data of business society, the price of baking soda was adjusted and operated this week. The average market price from the beginning of the week to the end of the week was 2216.67 yuan / ton. On September 9, the commodity index of baking soda was 147.12, unchanged from yesterday, hitting a record high in the cycle, up 66.67% from the lowest point of 88.27 on December 22, 2020. (Note: the period refers to the period from September 1, 2020 to now)

2、 Market analysis

According to the business agency, the price of baking soda is strong, and the downstream market purchases more on demand in the near future. At present, the price of baking soda in Henan is 2150-2250, and the downstream demand is acceptable. It is expected that the price will be stable in the near future. The price of baking soda in Hebei is about 2150-2300 tons, and the downstream demand is acceptable. It is expected that the price will be strong in the later stage.

Raw materials: according to the monitoring data of business society, the price of soda ash is strong this week. The mainstream market price of light soda ash in East China is about 2350-2450 yuan / ton. The price of soda ash in North China is relatively strong, and the current market price of light soda ash is about 2400-2500 yuan / ton. The price of soda ash in Central China is relatively strong, and the mainstream price of light soda ash is about 2300-2400 yuan / ton. Generally speaking, the short-term high price of soda ash is dominated.

Demand: in the downstream, the demand for baking soda in medicine, textile and food is general in the near future, and the price of baking soda is adjusted in the near future. Business analysts believe that the price of soda upstream is strong, the market trading atmosphere is good, and the manufacturers are mainly active in shipping. In the downstream, the demand for baking soda in medicine, textile and food is generally in the near future. Generally speaking, the price of baking soda is short-term or consolidation operation, and the specific demand depends on the downstream market.

According to the data monitoring of business agency, the price of domestic synthetic rubber fell this week (8.30-9.3). The price of CIS polybutadiene rubber BR9000 was 14120 yuan / ton at the beginning of the week and 13930 yuan / ton at the weekend, with an overall decline of 1.35%; The price of IBB 1502 was 13250 yuan / ton at the beginning of the week and 12908 yuan / ton at the end of the week, with an overall decrease of 2.58%.

This week (August 30-september 3), the domestic synthetic rubber market fell slightly, and the ex factory price of synthetic rubber was reduced by 200 ~ 400 yuan / ton. According to the monitoring of business society, as of September 3, PetroChina Northeast Sales Company Daqing Shunding ex warehouse pricing was 13700 yuan / ton, and Jihua / Fushun 1502 reported 12900 yuan / ton; The merchant’s offer is slightly adjusted within the week and the transaction is negotiated.

This week (8.30-9.3), the price of butadiene fell sharply, styrene rose slightly, and the impact on the cost of CIS butadiene and styrene butadiene rubber was still empty. According to the monitoring of business society, as of September 3, the price of butadiene was 9938 yuan / ton, down 7.10% from 10698 yuan / ton at the beginning of the week; The price of styrene was 8887 yuan / ton, up 2.16% from 8700 yuan / ton at the beginning of the week.

The price of natural rubber fell slightly this week, which was weak as a whole, and it was mainly bad for synthetic rubber. According to the monitoring of business agency, as of September 3, the price of domestic natural rubber was 12525 yuan / ton, down 1.36% from 12697 yuan / ton at the beginning of the week.

Future forecast: business analysts believe that the decline in the price of raw butadiene has an empty impact on synthetic rubber. In addition, the price of natural rubber is low. It is expected that CIS butadiene and styrene butadiene rubber will operate weakly in the short term.

Recent price trend of isooctanol

As can be seen from the above figure, the ex factory price of isooctanol in Shandong this week was temporarily stable. The average ex factory quotation of isooctanol mainstream in Shandong this week was 17366.67 yuan / ton, a year-on-year increase of 145.02% over the same period last year. Overall, the isooctanol market was temporarily stable this week, and the isooctanol commodity index was 127.70 on September 3.

The downstream demand is weakened and the supply of isooctanol is tight

From the manufacturer’s quotation, the ex factory quotation of Shandong mainstream isooctanol manufacturers this week is temporarily stable: Jianlan chemical’s isooctanol unit is shut down for maintenance this week; The price of isooctanol quoted by lihuayi this weekend is 17200 yuan / ton, which is temporarily stable compared with that at the beginning of the week; Hualu Hengsheng offered 17500 yuan / ton of isooctanol this weekend, which was temporarily stable compared with that at the beginning of the week.

From the upstream and downstream industrial chain, the propylene market in the upstream raw material market of isooctanol fell slightly this week. The quotation fell from 7775.82 yuan / ton at the beginning of the week to 7617.57 yuan / ton at the end of the week, down 2.04%, up 6.20% year-on-year compared with the same period last year. The market price of upstream raw materials fell slightly, which had a negative impact on the price of isooctanol due to the impact of supply and demand.

In the downstream market of isooctanol, the ex factory price of DOP fell slightly this week. DOP quotation fell from 14762.50 yuan / ton at the beginning of the week to 14737.50 yuan / ton at the end of the week, an increase of 0.17%, an increase of 110.54% over the same period last year. Downstream DOP prices fell slightly, and downstream customers’ enthusiasm for isooctanol procurement weakened.

Weak demand and bearish outlook

In mid and early September, the market trend of Shandong isooctanol may fluctuate slightly. On the whole, in the recent overhaul of some isooctanol units, the overall operating rate of the isooctanol industry decreased slightly, but the upstream support is limited, the downstream market is general, and the demand is weakened. Therefore, the isooctanol analysts of business society believe that the domestic isooctanol market may fluctuate slightly in the middle and early September.

1、 Price trend

According to the monitoring data of business agency, the price of baking soda was adjusted and operated this week. The average market price at the beginning of the week was 2186.67 yuan / ton, and the average market price on September 6 was 2216.67 yuan / ton, with a price increase of 1.37%. On September 5, the commodity index of baking soda was 145.13, unchanged from yesterday, hitting a record high in the cycle, up 64.42% from the lowest point of 88.27 on December 22, 2020（ Note: period refers to 2020-09-01 to now)

2、 Market analysis

According to the business agency, the price of baking soda is strong, and the demand in the downstream market is good in the near future. At present, the price of baking soda in Henan is 2150-2250, and the downstream demand is acceptable. It is expected that the price will be stable in the near future. The price of baking soda in Hebei is about 2150-2300 tons, and the downstream demand is acceptable. It is expected that the price will be strong in the later stage.

Raw materials: according to the monitoring data of business agency, the mainstream market price of light soda ash in East China is about 2300-2400 yuan / ton. The price of soda ash in North China is relatively strong, and the mainstream market price of light soda ash is about 2350-2450 yuan / ton. The price of soda ash in Central China is relatively strong, and the current mainstream market price of light soda ash is about 2300-2350 yuan / ton. Generally speaking, the short-term high price of soda ash is dominated. Data show that the overall operating rate of soda ash during the week was 77.27%, 77.58% last week and decreased by 0.31% month on month. The output of soda ash was 549900 tons, a decrease of 2200 tons.

Demand: in the downstream, the recent demand for baking soda from medicine, textile and food is acceptable, and the price of baking soda is strong in the near future. Business analysts believe that the price of soda upstream is strong, the market trading atmosphere is good, and the manufacturers are mainly active in shipping. In the downstream, the demand for baking soda in medicine, textile and food has continued to improve recently. In general, the price of baking soda is short-term or consolidation operation, and the specific demand in the downstream market.

1、 Price trend

According to the bulk data monitoring of business society, as of September 3, the average price of refrigerant R22 was 19500 yuan / ton, an increase of 4.46% over the week and 23.16% over the same period last year

According to the bulk data monitoring of business society, as of September 3, the average price of refrigerant R134a was 22833.33 yuan / ton, an increase of 3.01 compared with the beginning of the week and 51.55% compared with the same period last year.

2、 Market analysis

This week, R22 market price continued the previous upward trend, with an increase of about 4% during the week. The price of raw material hydrofluoric acid has risen to 10790 yuan / ton, and there are still rising expectations. Although the price of chloroform has stabilized at 3150 yuan / ton recently, the pressure on the production cost of refrigerant manufacturers has increased, the commencement has declined, the on-site supply is limited, the offer of cargo holders continues to rise, the market speculation is strong, and the market wind direction is dominated by the seller under the condition of continuous sluggish downstream demand, Most operators are bullish. Up to now, the market quotation of R22 is in the range of 19500-25000 yuan / ton, that of Shandong is about 21000 yuan / ton, that of Zhejiang is about 20000-21000 yuan / ton, that of Hunan is about 20000-20500 yuan / ton, and that of Shanghai is about 21000 yuan / ton. Prices in various places have risen sharply.

The market price of R134a continued to rise this week, with an increase of about 3% during the week. The price of raw material hydrofluoric acid has been raised to 10790 yuan / ton, and there are still rising expectations. The cost support continues to strengthen. In addition, due to cost considerations, the enterprise has a certain upward sentiment. The highest quotation of the enterprise is close to 30000 yuan / ton, and the short-term R134a price trend is strong. Up to now, the market price of R134a is in the range of 23000-29000 yuan / ton, the price in Zhejiang is about 23000-24000 yuan / ton, the price in Hunan is about 23000-23500 yuan / ton, and the price in Guangzhou is about 29000 yuan / ton. The prices in various places are rising steadily.

In terms of raw materials, the price trend of domestic hydrofluoric acid rose sharply this week. Up to now, the mainstream price negotiated in various regions of domestic hydrofluoric acid has risen to 10000-10500 yuan / ton. The quotation of some manufacturers is higher than the market price, and the actual transaction price on the floor has increased. The price of domestic hydrofluoric acid is still mainly higher than that. Recently, the domestic spot supply of hydrofluoric acid has supported, and the price trend on the floor has risen..

Trichloromethane, according to the data monitoring of business society, the trichloromethane market is stable this week (8.23-8.27), and the price is 3150 yuan / ton. Analysts of methane chloride data of business society believe that the demand for chloroform is not strong, but the cost side is still supported. It is expected that the chloroform market will be stable in the short term.

3、 Future forecast

According to the refrigerant analysts of business society, at present, the raw materials still show an upward trend, the cost support continues to strengthen, the start-up of refrigerant manufacturers declines, the tight supply in the field continues, the market price is not much, and the driving sentiment is still strong. It is expected that the R22 and R134a market will continue to operate at a high level in the short term.

According to the monitoring data of business society, as of August 31, the average price of organosilicon DMC market quotation in mainstream areas was 36500 yuan / ton. Compared with August 1 (the average reference price of organosilicon DMC was 30666 yuan / ton), the average price increased by 5834 yuan / ton, or 19.02%.

In early August, the domestic silicone DMC market mainly operated stably, and individual monomer factories increased the factory quotation of silicone DMC sporadically. The overall expression of the market was stable, medium and strong. In mid August, due to the cost support given by the sharp rise of the upstream metal silicon market, the domestic silicone DMC market began to rise significantly. On August 15, the ex factory quotation of silicone DMC of Shandong large factory exceeded 32000 yuan / ton, an increase of 1300 yuan / ton compared with the beginning of the month. Then on August 16 and 17, other monomer factories also raised the ex factory quotation of silicone DMC one after another, Since then, silicone DMC has opened the prelude to the sharp rise in August.

On the 18th, the silicone DMC market was fully closed. Under the low inventory level, the spot supply was tight and the reluctance to sell became stronger. On the 19th, after some large factories resumed the offer of organosilicon DMC, the price of organosilicon DMC rose sharply, and the factories received orders in limited quantities. The ex factory quotation of organosilicon DMC of large factories in Shandong rose to 34700 yuan / ton, with a single day range of 2600 yuan / ton. The increase range of other large monomer factories was also around 1500-2000 yuan / ton. Subsequently, the market continued to operate in a high and stable manner.

At the end of August, on the 23rd, the raw metal silicon rose again, driving the silicone DMC market to continue to rise. The spot of silicone DMC in monomer factories continued to be tight, and the shortage of raw materials in middle and downstream enterprises was serious, especially in Guangdong. The “competitive sales” mode was opened in the spot production of individual factories. The refined auction price of a large factory reached 36000 yuan / ton, and the silicone DMC market continued to boil, The reluctance to sell was also stronger. On the 25th, the closing of large factories was common. The offer price of individual factories reached 36300 yuan / ton. At the end of Linjin month, on the 29th and 30th, the market price of silicone DMC continued to rise, and the offer price of large factories in Shandong rose to 37500 yuan / ton. As of August 31, the ex factory price of domestic silicone DMC was 36300-37500 yuan / ton, and the average price was 36500 yuan / ton, with a monthly increase of 19.02%. This price broke the high point of silicone DMC market in recent two years and set a record high since 2019.

Upstream, in August, the domestic metal silicon kept rising, with a monthly increase of 60.23%. On the whole, silicon metal kept breaking new records in August. At the beginning of the month, the silicon plant was optimistic about the future market and had a strong willingness to support the price. The superposition of market sentiment stimulation promoted the continuous rise of silicon price; In the middle of the month, the supply of raw materials is tight, the South hydropower has not been effectively alleviated, and the merchants are reluctant to sell; At the end of the month, the silicon price soared and sat firmly at the 20000 mark, with an average daily rise of more than 1000 yuan. On August 27, the average price of metal silicon in the domestic market was still higher. As of the 31st, the national metal silicon quotation was 24616 yuan / ton. According to the data analysis of the business society, the metal silicon has continued to be in the rising channel in recent three months. Especially since August, the metal silicon has jumped to a new high continuously, with an increase of 8.38% in the first week and the most active increase at the end of the month, with an increase of more than 60% in the whole month.

Future trend forecast of silicone DMC Market

In August, the domestic market of organosilicon DMC rose sharply. Supported by the sharp rise of raw metal silicon, the high-end price of organosilicon DMC exceeded 37500 yuan / ton, creating a record high in recent two years. On the other hand, the shortage of organosilicon DMC also promoted the market rise. Therefore, business organosilicon DMC analysts believe that in the short term, organosilicon DMC will continue to operate at a high level, but under the great increase of cost pressure, It remains to be seen whether the downstream can continue to maintain good preparation enthusiasm. Therefore, in the long run, after the “golden nine silver ten”, the silicone DMC market will gradually calm down.

In August, the domestic cyclohexanone market fell first and then rose. According to the monitoring data of business agency, the average market price of domestic cyclohexanone at the beginning of the month was 10440 yuan / ton, and the average market price of domestic cyclohexanone at the end of the month was 10720 yuan / ton, an increase of 2.68% in the month and 90.86% year-on-year.

At the beginning of the month, the cyclohexanone market fluctuated slightly, Jiangsu Haili plant was shut down for maintenance, and some enterprises purchased in the market. After the sales pressure of cyclohexanone factory was relieved, the price rose. In mid June, the cost side support was stable, the factory made a stable offer, the downstream purchased on demand, the market transaction atmosphere was general, and the cyclohexanone market was mainly consolidated. At the end of the month, the price of raw material pure benzene fell, but the supply was tight. Bank of China in Shandong did not start up yet. The supply of goods in the overall factory was in short supply and sold at a low price. The offer in the domestic cyclohexanone market rose narrowly.

Summary of domestic cyclohexanone market as of August 31:

region ., Price

East China 10800-10900 yuan / ton cash delivery

South China 11100-11200 yuan / ton cash delivery

Shandong region 10600-10700 yuan / ton cash delivery

In terms of raw materials and pure benzene, pure benzene was shaken and consolidated. The decline of crude oil in the first half of the month and the demand for pure benzene were lower than expected, which triggered a downward price shock and the market once fell. By the end of the month, the health incident caused the continuation of port to ship, triggered the filling of empty space at the end of the month, and the price rebounded.

Downstream, most of the downstream caprolactam maintenance devices are in short supply, and the chemical fiber factory actively purchases cyclohexanone at a low price. Further increase the price space of cyclohexanone.

According to the price monitoring of the business community, in the list of commodity prices in August 2021, there were 59 kinds of commodities rising month on month in the chemical sector, including 29 kinds of commodities rising by more than 5%, accounting for 29.6% of the monitored commodities in the sector; The top three commodities were formic acid (48.35%), lithium carbonate (30.45%) and hydrochloric acid (29.41%). A total of 34 kinds of commodities decreased month on month, and 13 kinds of commodities decreased by more than 5%, accounting for 13.3% of the monitored commodities in this sector; The products with the first three declines were liquid ammonia (- 21.16%), chloroform (- 16.00%) and urea (- 13.43%). The average rise and fall this month was 3.39%.

In the short term, with the support of cost, the short-term cyclohexanone market may run strongly due to the shortage of goods. In the later stage, as the production of cyclohexanone and caprolactam increased as scheduled, there was a narrow decline risk in the latter ten days. The cyclohexanone analysts of the business society expect that the cyclohexanone market may be consolidated in September.