Trade name: cryolite

Latest price (June 8):7600 yuan / ton

Key points of analysis: today’s cryolite market is temporarily stable, and the average production price in Henan is flat compared with the previous working day. The cryolite raw materials are tight, the enterprise cost pressure is high, the cryolite device in the site mainly operates at low load, the manufacturer’s inventory is low, the market supply is tight, the downstream demand follows up smoothly, the enterprise ships smoothly, the quotations this week continue to last week’s prices, the operator’s wait-and-see mentality is dominant, and the market quotation operates smoothly.

Aftermarket forecast: the short-term cryolite market will wait and see, and pay attention to the market supply.

Region, Price (yuan / ton), Rise and fall (yuan / ton)

Jiangxi region, 10900-11300., 0

Henan region, 11000-11500., 0

Inner Mongolia, 10600-10800., 0

Shandong region, 11000-11500., 0

Fujian, 10900-11300., 0

On June 7, the mainstream price of domestic anhydrous hydrofluoric acid manufacturers was 10800-11300 yuan / ton. The ex factory price of the on-site merchants remained stable for the time being. The operating rate of domestic hydrofluoric acid manufacturers increased, and the on-site supply was sufficient. Recently, the fluorite price rose slightly, but the downstream Refrigerant Market continued to decline, and the on-site procurement was not active. In general, it is expected that the on-site hydrofluoric acid price will decline slightly in the later period.

On June 6, the mainstream quotation range of 1\tin ingot in the domestic spot tin market was 259000-265000 yuan / ton, with an average price of 262000 yuan / ton, down 9000 yuan / ton compared with the previous trading day.

On the morning of the 6th, Shanghai tin fell by more than 4%, and the spot market mainly followed the decline. Before the festival, the tin price hit the bottom and rebounded, but the downstream demand performance was general, and the support for tin price was limited. The inventory rebounded in the previous period, dragging down the market mentality, and the tin price fell. In the short term, the tin price mainly follows the trend of futures. Under the environment of stable supply and soft demand, the tin price is expected to fluctuate in the short term.

The cost side rose and the demand side recovered, and the price of styrene butadiene rubber rose in May. According to the monitoring data of business agency, as of May 31, the price of styrene butadiene 1502 was 12700 yuan / ton, up 6.80% from 11891 yuan / ton at the beginning of the month.

Since May, the ex factory price of styrene butadiene rubber has increased. According to the monitoring of the business agency, as of May 31, Sinopec North China sales company Qilu 1502 reported 12800 yuan / ton, and North China warehouse raised the price. The international oil price rose, the prices of raw materials butadiene and styrene rose, and the cost side supported; In addition, the construction of downstream tire enterprises is between 60% and 70%, and most of them have the behavior of purchasing and replenishing stock, so the offer of traders is higher.

In May, the prices of butadiene and styrene rose, which strengthened the support of styrene butadiene rubber. According to the monitoring of business agency, as of May 31, the price of butadiene was 11274 yuan / ton, up 14.86% from 9816 yuan / ton at the beginning of the month. As of May 31, the price of styrene was 10264 yuan / ton, up 5.46% from 9733 yuan / ton at the beginning of the month

The natural rubber market rose slightly in May. As of May 31, the price was 12922 yuan / ton, up 3.28% from 12512 yuan / ton at the beginning of the month.

Future forecast: the analysts of the business community believe that the cost side is rising and the demand side is supporting. It is expected that the styrene butadiene rubber will fluctuate at a high level in the later period.

According to the price monitoring of the business agency, on June 2, the price of primary metallurgical coke in Shanxi was 3116 yuan / ton, unchanged from the previous day.

The mainstream of coking coal prices is running smoothly. In terms of origin, most coal mines maintain normal production, and the downstream mainly purchases on demand. Affected by environmental protection inspection, the coal supply has been tightened; The mood of downstream coke has picked up, but it is cautious to purchase raw materials. The price of coking coal may be adjusted and operated in a stable manner, and the specific demand of downstream market.

On February 2, the coke market price was temporarily stable. At present, the coking enterprises are operating normally. Most of the goods in the plant flow to traders. The inventory in the plant is running at a low level, and the sales situation is good. Some enterprises’ profits were damaged, and the enterprises took the initiative to limit production by 10-30%. At present, the downstream steel mills are actively engaged in operation, with a high overall operating rate, still good demand for coke, and a slight recovery in the profits of the steel mills. The downstream rigid demand still exists. Recently, the futures market has performed well. Traders have actively entered the market to inquire about goods. Coke sales have improved, and coke enterprises’ mentality has gradually strengthened. It is expected that the coke price will remain stable in the short term. In the future, we will focus on the coke inventory in all links, the production restriction of coke enterprises, the price trend of coking coal and the sales of downstream finished products.