According to statistics, the domestic hydrofluoric acid price trend slightly declined this week, the price at the end of the weekend was 11610 yuan/ton, down 3.25% from 12,000 yuan/ton at the beginning of the week and up 5.23% from the same period last year.

Products: This week, the price of hydrofluoric acid is declining. Enterprises reflect that the current spot supply of hydrofluoric acid is normal, and the recent market is poor. Some enterprises have normal start-up rate of hydrofluoric acid plant, and the price trend of factory is slightly declining. Recently, the start-up rate of hydrofluoric acid plant is general, the supply of hydrofluoric acid in the field is normal. At present, hydrogen in the southern region is normal. The main stream of fluoric acid negotiations is 10500-11500 yuan/ton, and the price of hydrofluoric acid in the northern market is 11000-12000 yuan/ton. Recently, the domestic market price of hydrofluoric acid has been slightly lower. Recent downstream refrigerant industry has maintained a low start-up rate. The supply of hydrofluoric acid manufacturers is not good, and the market price trend in the field has declined. By the end of the weekend, the mainstream of domestic negotiations on hydrofluoric acid in Fujian was around 10 500-11 500 yuan/ton, the price of hydrofluoric acid in Shandong was 11 500 yuan/ton, the price of hydrofluoric acid in Jiangxi was 11 000-11 500 yuan/ton, the price of hydrofluoric acid in Inner Mongolia was between 10 500-11 000 yuan/ton, and the price of hydrofluoric acid declined.

Industry chain: The price trend of fluorite in the upstream of hydrofluoric acid is stable this week. The price of fluorite is 312.5 yuan per ton by the end of the week. The fluorite trend is stable this week. The recent start-up of fluorite plant has not changed much. On the whole, the supply of fluorite is normal, the price trend of fluorite is stable, and the high price of raw materials in the upstream brings one to the hydrofluoric acid market. Influenced by fixed cost support, the market price of hydrofluoric acid was slightly lower due to the bad market. Recent downstream refrigerant product units started at a low level, the demand for upstream fluorite and hydrofluoric acid is not good, the recent downstream refrigerant trading market is poor, the price of hydrofluoric acid products slightly lower. Recent downstream refrigerant market trading market is general, R22 refrigerant plant surface start at 60%, R22 market device start rate is temporarily stable, the main production enterprise bulk water factory offer price is 17500-18500 yuan/ton, but the production enterprise does not have bulk water spot, mainly a small number of cylinders shipment. In addition, the actual demand side of the market has not changed much, and the shipping market trend is general. Domestic market price trend of R134a shocks, production enterprises equipment start-up rate remains low, refrigerant market demand is general, manufacturers mainly export. However, the on-site transaction price does not change much, and the upstream market demand for hydrofluoric acid does not change much. Aluminum fluoride price trend of downstream products is temporarily stable in the near future, which is 10 333.33 yuan per ton at the weekend. The price trend is temporarily stable. Recently, the market price of hydrofluoric acid is declining due to the poor market.

Industry: This week, the spot supply of raw materials fluorite and hydrofluoric acid in the upstream market is normal, and the refrigerant trade in the downstream market is normal, and the market price of hydrofluoric acid is declining.

Recent domestic refrigerant plant start-up rate has maintained a low level, the market demand for hydrofluoric acid has decreased, the spot supply of hydrofluoric acid is normal, and the raw material market price has a downward trend. Chen Ling, an analyst of hydrofluoric acid business association, believes that the market price of hydrofluoric acid will be slightly lower next week, and the price of hydrofluoric acid will be around 11,000 yuan/ton.

Price trends:

In July 2019, the hydrobenzene market shook sharply. The ex-factory price in North China was 4583.33 yuan/ton at the beginning of the month and 4950 yuan/ton at the end of the month, with a monthly increase of 8%.

On July 31, the hydrobenzene commodity index was 54.64, down 1.1 points from yesterday, down 46.44% from the peak of 102.01 points in the cycle (2014-01-09), and up 22.62% from the low of 44.56 points on August 31, 2015. (Note: Period refers to 2013-12-01 to date).

II. Market analysis:

Domestic market: Hydrobenzene market first restrained and then rose by 8% monthly. In the first half of this month, the price continued to rise, mainly due to the increase of pure benzene external market and Sinopec’s listed price of pure benzene. Hydrobenzene market has been rising positively. Shandong’s market price has risen to 5250-5350 yuan/ton all the way, together with coke price. The profit of coking enterprises is still acceptable, the start-up level is relatively stable, and the supply of crude benzol in the upstream remains stable. The whole crude benzol industry chain is on the rise. After mid-ten days, with the downstream demand has not been liberalized, on-site supply is still more abundant, low-level supply increases, downstream just need to enter the market price pressure is obvious, coking enterprises have greater pressure on goods, although the price of pure benzene listed has not changed much, but the lack of strong support, prices began to decline.

Industry Chain: Crude Oil: In July, European and American crude oil prices rose first and then fell. Oil distribution fell 4.27% from the end of last month, while U.S. crude oil fell 2.74% from the end of last month. At the beginning of this month, oil prices rose to their highest level on July 10 due to the extension of OPEC production reduction agreement, the continuous decline of U.S. crude oil stocks and the reduction of nearly one third of U.S. offshore crude oil production by the Gulf of Mexico storm. Oil and gas production resumed after the Gulf of Mexico storm. EIA data show that the increase in U.S. refined oil inventories has deepened market concerns about economic slowdown and oil prices have fallen sharply. At the end of the month, the Fed’s desire to cut interest rates increased and crude oil prices in Europe and the United States rebounded slightly. Pure Benzene: Pure Benzene port inventory fell sharply and imports fell sharply, domestic pure benzene prices began to rise. In addition to the shortage of pure benzene supply in the United States, the price of pure benzene in the U.S. dollar disk has been rising, stimulating the domestic market, pure benzene all the way up to the highest price on the 22nd. Later downstream of high-price pure benzene resistance is strong, the demand support is insufficient, the external market continued to weaken, leading to a rapid decline in domestic pure benzene Market prices.

3. Trend forecast:

At the end of the month, traders concentrate on delivering goods, and the market enters the downward range. The atmosphere in the market is poor. Most traders are short-sighted, not enthusiastic and have limited actual transactions. In addition, the market has a downward expectation of Sinopec’s pure benzene listing price, and it is expected that the market will remain short-sighted in the near future.

Price trends:

According to statistics, the domestic ammonium nitrate ex-factory price trend was temporarily stable in July. At the end of the month, the average price was 1966.67 yuan/ton, which was temporarily stable compared with the initial price of 1966.67 yuan/ton, down 0.97% year on year.

II. Market analysis:

Products: The price trend of domestic ammonium nitrate Market was temporarily stable in July. Affected by environmental protection control, domestic ammonium nitrate plant shut down more and domestic ammonium nitrate plant started less. However, due to the complete shutdown of domestic downstream civil explosion industry after the Spring Festival, domestic ammonium nitrate manufacturers have more stockpiles and the price trend in the field remains low. As of the end of the month, the domestic ammonium nitrate market price negotiation was 1850-2050 yuan/ton. Affected by environmental protection and gas limitation, manufacturers in many areas are now forced to limit production or stop production for maintenance and accept environmental protection inspection. The price trend of ammonium nitrate on the site is temporarily stable.

Industry Chain: Domestic nitric acid price declined slightly in July, the market price was 1756.67 yuan/ton at the end of the month, and the price declined 2.37% in July. Upstream raw material liquid ammonia price fluctuated, and the market price of liquid ammonia was 3276.67 yuan/ton at the end of the month. Maintaining high price trend of upstream raw material brought certain benefits to ammonium nitrate market. Good impact, ammonium nitrate market prices because of the poor market to maintain a low level. Recently, the downstream civil explosion industry has entered the off-season. The demand for ammonium nitrate Market has weakened and the stocks of ammonium nitrate manufacturers have increased. However, the nitric acid market has risen again, and the price trend of ammonium nitrate has remained low.

Industry: Recently, the domestic ammonium nitrate industry has been strictly controlled by the state. Some enterprises have stopped production. The downstream civilian explosion industry has entered the off-season, and the domestic ammonium nitrate market trend has remained volatile.

3. Future market forecast:

Ammonium nitrate analysts believe that the recent upstream raw material liquid ammonia market prices have not changed much, coupled with a slight decline in nitric acid prices, ammonium nitrate market prices are expected to remain volatile in August.

Price Trend

According to commodity data monitoring, yellow phosphorus prices rose in July. At the beginning of the month, the average price of yellow phosphorus was 14933.33 yuan/ton, and at the end of the month, it was 22,000 yuan/ton. The price rose within the month by 47.32%.

II. Market Analysis

Product: The price of yellow phosphorus has risen sharply this month. At the beginning of July, the price of yellow phosphorus in Yunnan-Guizhou region was still about 147-149 million yuan/ton. However, the price of yellow phosphorus caused by environmental protection regulation rose sharply, rising nearly 10,000 yuan/ton in only half a month, and the high price in mid-July was about 25,000-26,000 yuan/ton. At the end of July, the price fell back to about 22,000 yuan/ton. At present, there is a strong wait-and-see atmosphere in the yellow phosphorus market, the enthusiasm of downstream factories to buy is low, the mentality of traders is unstable, and the negotiation space of the market is increased.

Industry chain: The upstream phosphorus ore market equipment is running normally this month. The taxable quotation of 30% grade phosphate ore in Guizhou is 350-450 yuan/ton, while that of 30% grade phosphate ore in Hebei is around 520 yuan/ton. The main market price of Panzhihua coke (secondary metallurgical coke) is 2080 yuan/ton. Downstream phosphoric acid enterprises start at a low level, with tight spot supply, urgent stock of raw materials, difficult to find supply, high offer from the holder, strong wait-and-see atmosphere of phosphoric acid enterprises, and low enthusiasm for purchasing high-price sources.

3. Future Market Forecast

The yellow phosphorus analyst of the business society chemical branch believes that the domestic yellow phosphorus market has begun to tilt downward, and the overall trend is general. At the present stage, yellow phosphorus has low start-up rate, low inventory and tight supply. However, the downstream enthusiasm for yellow phosphorus purchasing has decreased, TRADERS’mentality is unstable, and the market negotiation space has increased. The price of yellow phosphorus is expected to decline slightly or run steadily.

Price Trend

According to the price monitoring of business associations, the domestic methanol market continued to decline this week. At the beginning of the week, the average domestic methanol market price was 2100 yuan/ton, and at the end of the week, it was 2008 yuan/ton. Within the week, the price fell by 4.38%, 27.49% compared with the same period last year.

II. Market Analysis

Products: Domestic methanol market continued to decline this week, the mainland market fell 50-130 yuan/ton, the market trading atmosphere has not improved, downstream demand-based, traders are mostly empty sheet operations. Port trends are highly correlated with futures, with East and South China down 70-110 yuan/ton this week. On July 19, an explosion occurred at about 5.50 p.m. at the Yima Gasification Plant in Sanmenxia, Henan Province. The explosion resulted in 10 deaths, 5 loss of contact, 19 serious injuries and minor injuries to some people. Sanmenxia Yima Gasification Plant belongs to Henan Gas Group. At 10 o’clock on July 20, MTO methanol was produced in Zhongan combined methanol synthesis plant. The test run of coal chemical plant opened up the process of methanol production from coal, creating favorable conditions for subsequent olefin plant test run.

Industry chain: formaldehyde: This week, the formaldehyde Market as a whole is running lower. The upstream methanol market continued to decline this week, many markets have fallen to new historical lows, the cost is difficult to support the formaldehyde market, coupled with environmental impact, the formaldehyde market started unstable, the overall start-up reduced, the downstream market is a large area of shutdown, the overall turnover is light, formaldehyde enterprise inventory pressure increased, most enterprises reported. Set down. Acetic acid: The malfunction of Yima plant in Henan Province has given rise to a soaring market mentality. Traders actively stock up, and near the end of the month, mainstream production enterprises stock up and deliver export orders. Overlapping for a good time has promoted the transaction price of acetic acid market to keep rising. The low price in the early period of Shaanxi Province has increased by 550 yuan/ton in only three days under the favorable support. Ships and cargo in South China market are delayed due to weather. Spot shortage in Central China and a small supply of automobiles have led to a situation in which the market has no market value. In the mid-week period, after a series of rises, the downstream industry acetate cost pressures are greater. Some manufacturers offer to ease the downstream cost pressures temporarily, and the market rally is dispersed. On the 25th, the unit of Tianjin Alkali Plant was reduced to 50% operation for 2 weeks. The supply of goods in North China market has intensified, and the market has continued to rise in stages. Dimethyl ether: This week, the supply situation of dimethyl ether Market is unbalanced and there is a gap in market demand. With this support, prices have risen sharply and grass-roots procurement has been actively carried out. After entering Thursday, the trading situation showed signs of stabilization and prices were consolidated horizontally. This week, the starting rate of domestic dimethyl ether enterprises was only 19.00%, which was 3.05% lower than that of last week and 13.83% lower than that of last week. Dimethyl ether in Henan production area was affected by the “gasification plant” incident, and the overall start-up was insufficient. At present, the start-up enterprises only have heart-to-heart, Hebi BMW, Zhumadian.

3. Future Market Forecast

On the positive side, the war risk from Iran to China is increasing and the shipping cost is increasing; the MTO trial production of Nanjing Chengzhi Phase II is at the end of June; Shandong Luxi MTO is expected to test run at the end of July; Ningxia Baofeng plans to start production in early August; and the profit of products such as formaldehyde, dimethyl ether and MTO has improved significantly due to the continued low price of methanol. On the negative side, some domestic MTO enterprises that need to purchase methanol have maintenance plans, such as Jiangsu Shenghong, Shenhua Yulin and other enterprises. New domestic methanol plants are being constructed in an orderly way, including Yankuang Yulin 700,000 tons planned to go into operation in October; Inner Mongolia Rongxin expected to go into operation in September; affected by safety and environmental protection inspection, local market terminal enterprises stopped, affecting methanol consumption; the overall start of methanol in China maintained a high level, with imports estimated to be around 850,000 tons in August. The market is well supplied. The current situation of excessive supply and demand of methanol is the main reason for the continuous decline of the market and approaching the methanol production line. The continuous stringent national environmental protection and safety supervision is the main reason for the reduction of traditional downstream demand. With the approaching of the 70th anniversary of the National Day, environmental protection and safety supervision is not likely to relax; therefore, attention should be paid to the supply side. Whether there is a reduction or a change in trade sentiment is the cause of the reversal of the situation, focusing on the start-up of methanol production from natural gas and methanol production from coal. Methanol analysts from business associations predict that the short-term domestic methanol market is dominated by low consolidation.