On May 26, the ammonium nitrate commodity index was 103.51, which was the same as yesterday. It was 12.59% lower than the cyclical peak of 118.42 points (2019-01-15), and 33.79% higher than the lowest point of 77.37 on October 31, 2016. (Note: Period refers to 2013-02-01 to date).

Recently, the price trend of domestic ammonium nitrate Market is temporarily stable. Affected by environmental protection control, domestic ammonium nitrate plant shuts down more, domestic ammonium nitrate plant starts less, but with the warming of the weather recently, the influence of northern air limitation disappears. In addition, due to the complete shutdown of domestic downstream civil explosion industry, domestic ammonium nitrate manufacturers have more stockpiles, and the price trend in the field declines. As of the 27th, domestic ammonium nitrate market price negotiations in 1900-2050 yuan/ton, affected by environmental protection, so now many manufacturers in many areas are forced to limit production or stop production and maintenance for environmental protection inspection, the price trend of ammonium nitrate on the site is temporarily stable.

Recently, the domestic nitric acid price trend is temporarily stable, as of 27 days, the market price is 1666.673 yuan/ton. The rising trend of nitric acid price has a positive impact on the ammonium nitrate market, and the price trend of ammonium nitrate is stable. The price trend of upstream raw material liquid ammonia is declining. As of 27 days, the price quoted by manufacturers in the northern region is maintained in the range of 3000-3500 yuan/ton, while that in the northwest region is in the range of 2800-3000 yuan/ton and upstream. The decline of raw material price has a negative impact on ammonium nitrate market, and the price trend of ammonium nitrate Market is temporarily stable. At the end of the peak season of the downstream civil explosion industry recently, the demand for ammonium nitrate has weakened and the stocks of ammonium nitrate manufacturers have increased, but the liquid ammonia market is on the rise again. The ammonium nitrate Market is shaking at a low level because of the bad market. Ammonium nitrate analysts believe that the recent upstream raw material market price shocks, but the downstream demand is not good, ammonium nitrate market prices are expected to remain low in the latter part of the shocks.

First, the price trend:

Second, the market analysis: Domestic market: Crude benzene market offer rose slightly this week in east China this week’s tender prices rose by about 10 yuan/ton, most manufacturers prices stable. Market supply, the recent coking enterprise construction rate, Shanxi Shaanxi is affected by environmental protection overall in about 70%, Shandong region slightly higher in about 80%, Hebei region by air quality impact slightly lower in 60%. As of Friday, Shandong region processing crude benzene quotation stable quotation range in 3250 yuan/ton, Shanxi region processing with crude benzene price stable in 3100-3150 yuan/ton. Inner Mongolia area processing with crude benzene quotation stable quotation in 3000 yuan/ton.

Downstream hydrogenated benzene enterprises in the recent construction rate, although gradually restored, but still to digest inventory mainly, crude benzene procurement enthusiasm in general, difficult to form support for the market. Industrial chain: Crude oil: Oil prices overall high volatility this week, closing oil prices fell sharply in Thursday. Pure benzene aspect: The message surface is basically smooth, to the spot market cost support is strong, the market low price resources are difficult to find, the merchant’s willingness to price is strong. Although the port stock has been lower, but the overall range is not small, the market influence is low. Constant force start load will gradually improve, downstream plant inventory is high, the willingness to take goods is low, the overall atmosphere is light. Although domestic inventory has a small drop, but the overall stock volume is still at a high of 23.24 million tons. Hydrocracking: This week, the market price of hydrogenated benzene is more stable, as of Friday, Shandong region, the mainstream quotation range of the hydrogenation market in 4150-4200 yuan/ton, the same as last week, the East China hydrogenated benzene market mainstream quotation range of 4350-4450 yuan/ton, compared to last week cut 50 yuan/ton. This week, hydrocracking Enterprises began to gradually resume, Shandong region Enterprises basically resumed construction, only Shandong Holy Transport and Shandong Jade Emperor device parking, another Shandong Jin energy 100,000/ton device started in about 75%, the basic return to normal production, Hebei region most devices resumed driving.

The overall market supply is more normal, trading stability.

Third, the trend forecast: Recently, Sinopec pure benzene listing price has not been raised news. Crude benzene long-term low operation, downstream and traders still have a large inventory in hand, the recent replenishment plan is less, coke Enterprise is more pressure to go, and the terminal market maintenance is increased, pure benzene market consumption is limited, the market mentality is still empty, short-term market material is difficult to significantly rebound.

First, the price trend

According to business price monitoring, as of May 23, the domestic aggregate MDI market average price reported 14500 yuan/ton, the overall market decline remains.

Second, the market analysis Products: Domestic polymerization MDI market continues to be weak, difficult to have a positive impact, the field mentality in general. Shippers at this stage of the shipment of positive, but the overall transaction arrears, afraid of the aftermarket continued to fall into the market, it is difficult to digest pessimism. Considering that downstream demand is difficult to follow up, demand is limited and the transaction atmosphere is extremely poor. It is expected that the aggregate MDI market in the short term will continue to weaken without positive conditions. Approaching the end of the month wait and see manufacturers Crescent listed Price dynamics.

As manufacturers ‘ installations gradually recover, the overall market trend in June is not optimistic, and low shocks may be the norm. On the market side, north China and Shandong polymerization MDI market weak finishing. There is no obvious change in market fundamentals, downstream just need to purchase cautious, middlemen more stable prices to negotiate shipments, the market has a low price to hear. East China polymerization MDI market weak finishing. There is no obvious change in market fundamentals, downstream on-demand procurement prudence, market real Trading Limited, individual operators under pressure to negotiate shipments, the market has a low price to hear. South China polymerization MDI market weak operation.

Downstream just need to continue to languish, market trading is weak, middlemen negotiate shipments. Industrial chain: raw materials, pure benzene: affected by the supply gap between the United States and Europe, the US dollar plate continues to operate strongly. But domestic commodities are weaker and market shocks are dominated. One of the spot talks in 4460-4530 yuan/ton, May under negotiations in 4490-4530 yuan/ton, June under negotiations in 4540-4600 yuan/ton, July under negotiations in 4560-4700 yuan/ton. Aniline: The aniline market is stable. Although downstream just need to take goods, but the market on the south and Lanzhou is still in the maintenance, other Aniline enterprises inventory is not high, there is no shipping pressure, price stability consolidation. East China Market Mainstream reference 5900-6000 yuan/ton acceptance.

North China market talks price reference in 5720-5870 yuan/ton.

Third, the forecast of the aftermarket Business community Point of view: Positive aspects, Shanghai Enterprise Maintenance is more concentrated, enterprise monthly listing firm. On the negative side, the latest price of Zhou pricing enterprises to implement 12500 yuan/ton, due to the weak terminal demand, the market is weak to promote, individual enterprises volume shipments, the industry mentality collapse, pressure shipments. Approaching the end of the month to wait for a strong mood, short-term stability is the best choice. With the advance overdraft of maintenance news and the gradual recovery of factory installations, June overall good collapse, low shock may be the norm, coupled with downstream demand shrinkage, the disadvantage is obvious. Business Society Polymerization MDI Analysts expect the short-term market to continue to be weak.

Product Name: Phenol

East China Market (May 15): 7550 yuan/ton

Analysis points: Domestic phenol market atmosphere is cold, the mainstream market center of gravity further decline, manufacturers listed has not been adjusted. Market weak posture, downstream terminal demand to buy gas lighter, inquiry intention is low, shippers ship performance is poor, follow suit careful offer, trading follow-up is limited. As of the current East China phenol market price reference in 7500-7550 yuan/ton, the low end of the center of gravity, yanshan surrounding areas 7750 yuan/ton, Shandong regional newspaper 7700 Yuan/ton, Henan regional newspaper 7800 Yuan/ton, business community expected today’s domestic phenol market weak operation, East China phenol market price reference at 7500 yuan/ton or slightly lower.

The Fluorite Commodity Index of May 20 was 100.44, the same as yesterday, down 21.22% from 127.49 at the highest point in the cycle (2019-01-03), up 104.1% from the lowest 49.21 point on December 18, 2016.

(Note: cycle refers to 2011-09-01 to present) According to statistics, the domestic fluorite price trend is stable, as of 21st, the domestic fluorite average price of 2862.5 yuan/ton, the recent domestic fluorite device driving normally, the field mine and flotation device normal start, the field fluorite supply Normal, the recent downstream freight market in general, for the fluorite market on demand procurement, fluorite price trend shock. Recently downstream plant construction situation is poor, the field fluorite spot supply is normal, terminal downstream pick-up situation is not good, resulting in market price trend temporary stability. As of 21st, Inner Mongolia 97 fluorite wet powder price in 2700-3000 yuan/ton, Fujian region 97 fluorite Wet powder talks mainstream in 2700-3000 yuan/ton, Henan Region 97 fluorite Wet powder price in 2600-3000 yuan/ton, Jiangxi Region 97 fluorite Wet powder price in 2800-3000 yuan/

Tons, fluorite price trend temporarily stable. Fluorite downstream hydrofluoric acid market price trend rose, as of 21st domestic hydrofluoric acid market price of 11130 yuan/ton, hydrofluoric acid market price shock for the upstream fluorite market has a certain positive impact, but the recent start of hydrofluoric acid device general, for fluorite demand weakened, fluorite price shock operation. Recently downstream refrigerant product plant started in low, the upstream fluorite and hydrofluoric acid demand in general, the recent downstream refrigerant trading market in general, hydrofluoric acid product price trend is stable. Recently terminal downstream refrigerant market trading market cold, R22 refrigerant device surface started in 60%,R22 market installation rate of temporary stability, the main production enterprises Scatterwater factory price of 18000-19000 yuan/ton between, but the production enterprises do not have scatterwater spot, more than a small number of cylinders shipped mainly. In addition, the actual demand surface of the market changes little, shipping market in general. Domestic R134a market price trend shock, production enterprises plant construction rate to maintain low, refrigerant market demand in general, manufacturers shipped to export-oriented. But the market transaction price changes are not big, merchants on demand procurement, comprehensive view, downstream industry market in general, coupled with the normal supply of fluorite markets, fluorite prices rose slightly, business analysts Chen Ling that fluorite market prices or will be slightly higher.