1、 Melamine price trend
(Figure: P value curve of melamine product)
2、 Market analysis
Melamine market this week to the main stable, little change. According to the monitoring sample data of business agency, as of July 3, the average price quoted by melamine enterprises was 5066.67 yuan / ton, which was the same as that at the beginning of the week (June 29). Taking three months as a cycle, the price dropped by 2.56% year on year.
According to the data monitoring of the business agency, melamine prices in some regions (for reference only, the actual transaction price is mainly through negotiation): the price of melamine in some areas is higher than that in other regions
At present, the quotation of melamine in the mainstream area is around RMB 4400 / T in the mainstream area of Sichuan, and the quotation is RMB 4400 / T in the mainstream area of Sichuan. The mainstream quotation of melamine market in Shandong is around 5000 yuan / ton.
This week, the operating rate of melamine plant is about 64%, and the demand side is still not significantly improved. The operating rate of downstream terminal is low, and the intention of high-level receiving is not high. Manufacturers mainly carry out orders.
In June, the mainstream ex factory price of urea in Shandong area of upstream rose first, then fell and then rose again: the quotation first rose from 1643.33 yuan / ton at the beginning of the month to 1680.00 yuan / ton on June 13, with an increase of 2.23%, and then fell to 1623.33 yuan / ton on June 25, down 3.37% compared with the quotation on June 13; however, near the end of the month, urea price had a slight rise, and the quotation rose again from 1623.33 yuan / ton on June 25 to June 30 RMB 1643.33/t, up 1.23%, in line with the price at the beginning of the month. On the whole, urea market has ups and downs in June, and has an upward trend at the end of the month. On June 30, the urea commodity index was 76.43, and the price was stable until July 3. The price of liquid ammonia in the upstream has risen slightly recently, which has provided a certain cost support for urea, but the demand for downstream is less. The rubber plate factory and compound fertilizer plant follow up appropriately, and the middlemen are cautious in receiving the goods. The urea price is expected to fluctuate slightly in the future market.
3、 Future forecast
Melamine analysts believe that the current raw material urea market is temporarily stable, the impact of melamine is limited. The downstream demand is weak and the trading atmosphere is general. However, the manufacturers have no inventory pressure. It is expected that the melamine market will remain stable in the short term.