Price Trend

This week (7.22-7.26) NBR price is stable, this week NBR average price is stable at 16366 yuan/ton, the overall rise or fall of 0%.

II. Market Trend Analysis

Product supply and demand: This week, the domestic nitrile butadiene plant is running normally. According to the business association, Lanzhou Petrochemical’s 65,000 tons/year plant has been started up normally, 15,000 tons/year nitrile butadiene plant has been converted to military industry, 50,000 tons/year nitrile butadiene plant has been started up to produce 3305E/3308E. At present, nitrile butadiene rubber 3305E is reported to 16,000 yuan/ton, N41E is reported to 15700 yuan/ton, 3308E is reported to 162 yuan./ Tons, pricing sales; 65,000 tons/year plant production in Shunze, Ningbo, currently NBR 3355 reported near 15400 yuan/ton; 41 series NBR reported 15200. Demand downstream is weak, traders follow the market to deliver goods, the market has a certain drag.

Raw materials: raw material butadiene prices rose sharply this week, the cost of NBR support. Butadiene was 8,545 yuan/ton at the beginning of the week and 8,890 yuan/ton at the end of the week, up 4.04% as a whole, according to the business association.

3. Prospects for the Future Market

Xu Xiaokun, an analyst with business associations, believes that although the small rise in raw material butadiene prices has supported the NBR market, the overall demand for NBR is weak, and the price of NBR in the future is expected to continue to show a weak state.

Price Trend

According to the data monitoring of the business associations’large list, the market of caprolactam was shaking down this week. The average price of domestic liquid caprolactam was 12,300 yuan/ton on the 22nd day and 12,266.67 yuan/ton on the 26th day, a decline of 0.27%, which was 26.24% lower than that of the same period last year.

II. Market Analysis

Product: This week the caprolactam liquid market shocks down, the market turnover atmosphere is flat, the upstream product cyclohexanone market is weak downward, the cost support weakened. Downstream PA6 slice sales were light, raw material procurement slowed down, caprolactam was dragged down by demand, and prices fell. This week, the caprolactam plant began construction one after another, the spot market supply improved, Sinopec’s listed price of caprolactam rose to 12600 yuan/ton in July, and the confidence in the market increased. As of July 26, the price of caprolactam liquid in Shandong Luxi Chemical Industry is 12100 yuan/ton. Cash is discharged from the factory and the first and second phases of the plant are running normally. The actual transaction is negotiable. The price of caprolactam liquid in Sanning, Hubei Province is 12550 yuan/ton, the contract is the main one, 140,000 tons of caprolactam plant is running normally, and the price of caprolactam liquid in Tianchen, Fujian Province is 127 yuan/ton. 00 yuan/ton.

Industry chain: the upstream product cyclohexanone market is weak downstream, the downstream demand for chemical fibers is general, the solvent market just needs to be purchased, and the market turnover atmosphere is flat. The mainstream offer of cyclohexanone in North China market is delivered in cash from 8700 to 8900, the mainstream offer in East China market is delivered in cash from 9000 to 9100, and the mainstream offer in South China market is delivered in cash from 9300 to 9500.

The downstream PA6 chip market is weakening, the purchase of raw materials in the polymerization plant is slowing down, and caprolactam is hampered by demand. More replenishments are made on demand. Market inquiries are more cautious.

3. Future Market Forecast

Business associations have lactam analysts believe that the current cost side is not well supported, downstream demand is weak, in the short term, the caprolactam market is mainly stable in the weak.

Price Trend

Styrene prices fell this week. According to data from business associations, the price of sample enterprises on Monday (July 15) was 8966.67 yuan/ton, and on Friday (July 19), the price of sample enterprises was 8666.67 yuan/ton, a decline of 3.35%, which was 22.65% lower than that of the same period last year.

II. Market Analysis

Products:

The market for styrene fell this week. On July 15, East China Styrene closed at 8900-9000 yuan/ton, and on July 19, East China Styrene closed at 8600-8750 yuan/ton, down 300 yuan/ton. The above is Zhangjiagang’s canning price. On July 15, South China Styrene closed at 9,100 yuan/ton for delivery, and on July 19, South China Styrene closed at 8,800 yuan/ton, down 300 yuan/ton for delivery from above factories. In July, the arrival of styrene increased, and the stock of East China’s styrene port rose. However, the enthusiasm for on-site delivery did not increase. This week, the price of styrene continued to be weak and fell.

Industry chain:

Upstream pure benzene continued to be depressed due to the sharp drop in international crude oil. This week, the price of pure benzene remained stable at 5220.20 yuan/ton, without giving styrene cost support. Downstream PS price is stable, EPS is affected by the decline in styrene prices, weak turnover, less on-site, cautious industry mentality, price drop, styrene business mentality is empty, yield shipment, styrene prices fell sharply.

3. Future Market Forecast

Upstream pure benzene prices fluctuated or maintained stable or slightly declined by international crude oil prices, downstream purchasing gas was flat and just needed. In July, imported styrene shipments began to increase and gradually entered the domestic market. Port stocks were expected to accumulate, and styrene manufacturers did not have negative production plans for the time being. Costs fell and supply increased gradually. The impact, business analysts believe that: in the short term, styrene prices fell mainly. The market should pay more attention to the guidance of the external market and the trend of bulk futures.

Price Trend

According to the data of business associations, the market price of aniline in Nanjing increased by 100 yuan/ton this week, 1.57% compared with last week, while that in Shandong increased by 220 yuan/ton, 3.78% compared with last week. The mainstream price in Shandong is 6030 yuan/ton, while that in Nanjing is 6450 yuan/ton.

II. Analytical Review

Raw Material: This week, the rise of pure benzene slowed down. The price was 5250-5350 yuan/ton, up 0.48% from last week. At the beginning of the week, the situation continued last week, and the domestic pure benzene market was boosted by the favorable factors of the continuous decline of port stocks and the continued rise of pure benzol US dollar plate. On Tuesday, the close of the benzo dollar market plunged and continued to fall, damaging the bullish mood of market participants. Due to the lower external market, the domestic market lacks the driving force for speculation.

Product: This week, the tender price of Shandong’s main aniline enterprises increased by about 300 yuan/ton compared with last week, and the cost pressure forced the price of aniline to rise. But weak downstream demand limits its growth.

Downstream: This week’s downstream MDI remained stable compared with last week’s.

III. Future Market Expectations

As the external market continued to decline and the gap between internal and external markets narrowed, the domestic pure benzene market lacked the incentive to continue to speculate. Pure benzene will run smoothly next week.

The trend of aniline next week should continue to pay attention to the dynamics of pure benzene.

Price Trend

According to the monitoring data of business associations, the domestic phosphate ore market maintained stable operation this week. Some areas fluctuated slightly. Combined with several sample areas, the average price of initial and high-grade phosphate ore was around 430 yuan per ton.

II. Market Analysis

Product: This week, the price of phosphate ore is stable, and the supply of phosphate ore is normal. The price of phosphorus ore in Guizhou is stable. The price of 30% grade phosphorus ore mainstream freight plant/car plate is 370-450 yuan/ton. The price of 30% grade phosphorus ore mainstream export tax is maintained near 520 yuan/ton in Hebei. This week, the phosphorus ore market is running normally.

Industry chain: phosphoric acid market of downstream products is rising, yellow phosphorus market is rising at a high level. At present, phosphoric acid enterprises have started construction steadily, the spot supply is tight, the stock of raw materials is urgent, the supply is difficult to find, and the holder offers high. The price of raw material yellow phosphorus is closely related to the rise and fall of phosphoric acid. Under the influence of some factors such as partial shutdown of Yunnan-Guizhou-Sichuan yellow phosphorus enterprises, sudden drop of output and policy, the price of on-site yellow phosphorus enterprises soared, which led to the rise of phosphoric acid prices, and some enterprises suspended quotations and orders.

3. Future Market Forecast

Business society data analysts believe that the phosphate ore market will continue to operate smoothly in the middle and late July.

Price trends:

According to statistics, the domestic ammonium nitrate ex-factory price trend is temporarily stable this week. The average weekend price is 1966.67 yuan/ton, which is temporarily stable compared with the early weekend price of 1966.67 yuan/ton, down 2.45% from the same period last year.

II. Market analysis:

Products: This week, the domestic ammonium nitrate market price trend is temporarily stable. Affected by environmental protection control, domestic ammonium nitrate plant start-up is limited and domestic ammonium nitrate plant start-up is less. However, due to more shutdown of domestic downstream civil explosion industry, domestic ammonium nitrate manufacturers start-up is limited, and the price trend in the field remains weak. By the end of the weekend, the domestic ammonium nitrate market price negotiation was 1850-2050 yuan/ton. Affected by environmental protection and the cancellation of gas restriction, manufacturers in many areas are now forced to limit production or stop production for maintenance to accept environmental protection inspection. The demand for ammonium nitrate in the downstream has decreased, but the price trend of the upstream raw material nitric acid and liquid ammonia market has declined, nitric acid. Ammonium market is temporarily stable because of the influence of raw material prices.

Industry Chain: Domestic nitric acid price declined slightly this week, the market price was 1773.33 yuan/ton by the end of the week, and this week’s price declined 0.56%. Upstream raw material liquid ammonia price rose slightly, the market price of liquid ammonia by the end of the week was 3293.33 yuan/ton, this week’s price rose slightly, upstream raw material price trend rose for ammonium nitrate. Ammonium nitrate market price is stable temporarily. Recently, the downstream civil explosion industry is in the off-season. The demand for ammonium nitrate Market is weakening, the inventory of ammonium nitrate manufacturers is increasing, the market of nitric acid is not good, and the price of nitric acid market remains low.

Industry: In recent years, ammonium nitrate Market in general, downstream civil explosion industry fully parked, but the upstream raw material market prices rose slightly, ammonium nitrate market price trend is stable.

3. Future market forecast:

Ammonium nitrate analysts believe that the recent upstream raw material nitric acid market prices rose slightly, but the downstream demand is poor, ammonium nitrate market prices are expected to maintain low volatility in the later period.

I. Price Trend Chart of Polyformaldehyde Market

According to the monitoring of business associations, the average price of polyformaldehyde at the beginning of the week was 4950 yuan/ton, while the average price at the end of the week was 4933 yuan/ton, down 0.34.

II. Market Analysis

Products: Shandong Aldehyde Industry Chemical Co., Ltd. produces 30,000 tons of polyformaldehyde per year. The price of polyformaldehyde (96) is 4,900 yuan/ton with tax, and the price is down 50 yuan/ton. Linyi Shengyang Chemical Co., Ltd. produces 9,000 tons of polyformaldehyde per year. The price of polyformaldehyde (96) is 4,900 yuan/ton with tax. The price is stable for the time being. Linyi Ruiyin Chemical Co., Ltd. produces 6000 tons of polyformaldehyde per year. The price of polyformaldehyde (96) is 5000 yuan per ton with tax. The price is stable for the time being. The market situation of polyformaldehyde nitric acid is still acceptable.

Industry chain: methanol upstream of polyformaldehyde, the domestic methanol market fell narrowly this week. At the beginning of the week, the average domestic methanol market price was 2 160 yuan/ton, and at the end of the week it was 2134 yuan/ton. The price of polyformaldehyde dropped by 1.20% during the week, which dragged down the price of polyformaldehyde. The downstream demand for polyformaldehyde is general.

3. Future Market Forecast

To sum up, the analysts of polyformaldehyde in business associations believe that the market of polyformaldehyde in the short term will be dominated by the smooth operation of the weak market.

Price Trend

According to the sample data monitored by business associations, the domestic market price of BDO at the beginning of the week was 9,200 yuan/ton, which was 21.46% lower than that of the same period last year.

II. Market Analysis

Products: This week, the domestic BDO market center of gravity slightly increased, and the main high-end price of water diversion increased by 100 yuan/ton compared with last week. The raw material calcium carbide has been greatly increased, the cost support is strong, and the start-up load of factories in Xinjiang is not high, the inventory pressure is not high, the factory keeps pushing up with the support of mentality, and the middlemen have begun to follow up the increase offer to drive the market rhythm. And the main downstream market continues to be depressed, contracts just need to follow up, the spot market part of the small single high-end transactions, the business sells at low prices. It is heard that downstream PBT has planned to stop, PTMEG is in a weak downward trend, and BDO continues to rise with resistance under negative conduction. At present, although low prices are hard to find, high-end transactions are difficult and the center of gravity is in the middle.

On the market side, as of Friday (7.5), the market of BDO in South China was weak. Fair price mentality still exists, but the downstream market is weak, demand is limited, cost pressures are high, market counter-offer is depressed, talks are deadlocked, digestion of the increase is the main. The weak market of BDO in East China is on the horizon. The factory has strong market intentions, but the downstream demand is weak, high prices conflict, long about just need to pick up goods, bulk bill turnover is light. The supply and demand sides have talked about the saw, and the focus is rigid.

Industry chain: As for raw materials, calcium carbide, the price of domestic calcium carbide has risen by a large margin of 200 yuan/ton in this cycle. The supply of carbide is tight, the shipment is smooth, and the trading atmosphere in the market is strong. Affected by the rising price of calcium carbide in the near future, the profit of production enterprises has improved. Some of the calcium carbide furnaces that stopped production in the early stage have started or planned to start. It is expected that the market supply of calcium carbide will be increased in the middle and late ten days. Methanol: The northwest methanol market fell this week. The mainstream price in Inner Mongolia this week ranged from 1800 yuan/ton to 1730 yuan/ton. The upstream manufacturers shipped better. Some manufacturers stopped selling. At present, the overall inventory of manufacturers remains low and medium. This week’s shipment is mostly to the surrounding areas, Shandong and Hebei, etc. The overhaul of individual manufacturers and device failure have a certain impact on the local market.

3. Future Market Forecast

After Tianye’s load has not been restored and Panjin Dalian’s parking overhaul started, the third phase of Meck’s equipment began to be repaired, the supply of goods in the market has been reduced, and the cost-side support has been strong. The factories continue to push up, especially in Xinjiang, where the prices of factories are strong, and some middlemen have begun to follow up the increase offer. The spot market just needs small units and high prices, with a small focus. Move up the amplitude. However, at present, the PBT load of the main downstream is low, and there are planned parking devices, the demand support is insufficient, and the BDO continues to push up weak. BDO analysts of business associations expect that the domestic BDO market will digest the growth rate mainly next week, reorganize the operation, and pay particular attention to device dynamics and downstream demand changes.

Price Trend

According to the monitoring data of business associations, the overall domestic phosphate ore market has shown a steady trend in recent years. Some enterprises in Guizhou have slightly lowered their prices. Combined with several sample areas, 30% of the grade phosphate ore has dropped – 1.54% from June 21.

II. Market Analysis

Products: The domestic phosphate ore market has maintained stable operation in the near future. The price of 30% grade phosphorus ore mainstream freight plant/truck board with tax is 350-450 yuan/ton in Guizhou, and the price of 30% grade phosphorus ore mainstream export with tax is stable near 530 yuan/ton in Hebei. This week, the phosphorus ore market equipment is running normally and the downstream demand is normal.

3. Future Market Forecast

Business society data analysts believe that the phosphate ore market will continue to operate smoothly in the middle and late July.

Price Trend

According to the monitoring data of business associations, the domestic acetic acid Market shocked and adjusted in June. At the beginning of June, the average price of acetic acid in eastern China was about 2576 yuan/ton. At the end of June, the average price of acetic acid in eastern China rose to about 2716 yuan/ton. The price of acetic acid rose by 5.43%, with the highest price of 2883 yuan/ton in a month. At present, the quotation in Henan is about 2350-2450/ton; in Shandong, 2600-2750 yuan/ton; in Hebei, 2600-2650 yuan/ton; in Shaanxi, 2200 yuan/ton; in Jiangsu, 2600-2700 yuan/ton; in Zhejiang, 2750-2850 yuan/ton; and in South China, 2700-2800 yuan/ton./ About a ton, the overall decline was 46.91% over the same period last year.

II. Cause Analysis

Products: At the beginning of June, affected by the overhaul of some acetic acid enterprises in East China, the overall market start-up rate was low, the spot supply continued to be tight, the acetic acid enterprises increased their quotations substantially, the enterprises in North China had many long single shipments and low inventory, the supply of enterprises was stable, the price of acetic acid was stable and strong; the Northwest China was affected by continuous vacation and other factors. The price of acetic acid in central China is continuously rising because of the influence of the overall market atmosphere. After mid-month, maintenance enterprises resumed production, and domestic demand in the downstream market was poor. The price of acetic acid began to fall as a whole. In terms of start-up, the industry’s start-up rate is relatively low. The overall start-up rate fluctuates between 60% and 75% within a month. Huayi, Thorpe and Yima installations have been repaired one after another, and production has resumed. Henan Longyu plans to be repaired in mid-July or about January.

Industry chain: On the upstream side, the contradiction between supply and demand in domestic methanol market is obvious. The price fluctuation in the month is down. At the beginning of the month, the average price of domestic methanol market is 2334 yuan/ton, and at the end of the month, it is 2180 yuan/ton. The price is down by 6.60%, 19.93% compared with the same period last year. The domestic PTA spot market is short of circulation. Prices in June showed a sharp rebound after shock adjustment. At the end of the month, the average market price was 6366 yuan/ton, up 11.34% from the beginning of the month and 8.45% from the same period last year.

International: North America acetic acid market supply is tight, fluctuating in the month, currently about 415 U.S. dollars per ton; Asian acetic acid market is affected by the overhaul of enterprises in China, the overall supply is tight, acetic acid prices have risen sharply, but the overall downstream demand is still soft, the current quotation is 340-405 U.S. dollars per ton; European acetic acid market is affected by raw material methanol. Affected, the month is stable, moderate and soft, the current quotation is about $510 per ton.

3. Future Market Forecast

At present, the domestic acetic acid market maintenance enterprises are gradually returning to normal, except Longyu, other enterprises have no maintenance plan and Dalian Hengli will soon export, the overall spot supply is abundant; July as the traditional off-season of the acetic acid market, downstream market purchases are light and export negotiations are cautious, the overall demand has no obvious signs of improvement; According to the analysis of social acetic acid data, the price of acetic acid is close to the cost line. Enterprises will guarantee the price of acetic acid while maintaining profits, and the domestic acetic acid market will be stable and weak in the near future.