On April 22, 2021, in the price rise and fall list of fluorine chemical industry, there were 0 kinds of commodities that rose, 0 kinds of commodities that fell, and 7 kinds of commodities that rose or fell to 0. Stable products include fluorite, hydrofluoric acid, aluminum fluoride, chloroform, R134a, R22 and cryolite.

On April 22, the market price trend of fluorine chemical raw materials was temporarily stable. The price of raw material fluorite was 2733.33 yuan / ton, and the price trend of fluorite was temporarily stable. Recently, some domestic fluorite plants were generally started, and some in site mines and flotation plants were shut down. The fluorite supply in the site was normal. However, the downstream market was mainly stable in the near future, and the decline of fluorite price was limited. As of the 22nd, the price of fluorite in Jiangxi was 2700-2800 yuan / ton, and that in Inner Mongolia was 2500-2600 yuan / ton. It is expected that the price of fluorite will remain high and stable in the future.

In the near future, the price of downstream refrigerants is mainly stable, and the operating rate remains low. The demand for hydrofluoric acid is general. However, due to the normal supply in the market, the price trend of hydrofluoric acid market is stable. As of the 22nd, the quotation of hydrofluoric acid market is 10622.22 yuan / ton. In the near future, the price trend of hydrofluoric acid market is stable, and the operating rate of domestic hydrofluoric acid is less than 60%, Enterprises reflect that the current supply of hydrofluoric acid spot goods on the floor is normal. Recently, the market of goods on the floor is general. Some enterprises have stable ex factory prices. Up to now, the mainstream of hydrofluoric acid negotiations is 10000-11000 yuan / ton. However, people on the floor reflect that the hydrofluoric acid market may have a downward trend in the near future. Chen Ling, an analyst at the news agency, believes that the market of hydrofluoric acid may fall slightly.

The price trend of aluminum fluoride products is temporarily stable, the market supply is normal, and the trading market is general. The quotation of aluminum fluoride of Zhengzhou Zerun energy and Chemical Co., Ltd. is 9000 yuan / ton. The overall market supply of aluminum fluoride is sufficient, and the overall price trend of aluminum fluoride market is stable.

In recent years, the price trend of trichloromethane in Shandong Province is temporarily stable, the overall demand of downstream market has little change, and the demand for trichloromethane is general. With the demand procurement of downstream market, the price trend of trichloromethane market is stable. At present, the domestic price of chloroform is 3950-4050 yuan / ton. On the one hand, the demand for downstream refrigerants is large, the shipment of chloroform is smooth, and the demand side is supportive; On the other hand, since the end of March, the price of raw material liquid chlorine has been rising, and the cost support is strong.

In recent years, the price trend of domestic cryolite is temporarily stable, the operation of the plant is stable, and the supply is normal. The domestic negotiation price is about 6500-7000 yuan / ton, and the actual transaction price is mainly negotiation. In general, the recent market of fluorine chemical industry is general, and it is expected that the trend of fluorine chemical industry will remain volatile in the later period.

In the near future, the price trend of downstream refrigerant R22 is temporarily stable, the price trend of raw material trichloromethane is stable, and the cost support is strong. In the near future, the downstream is mainly purchased on demand, the demand side changes little, and the market center remains high. As the price trend of hydrofluoric acid is mainly stable, the price of some affected refrigerants is temporarily stable. Refrigerant R134a price trend has an upward trend, the market is strong operation. In the near future, the start-up in the downstream remained low, but the raw material support was strong, and the refrigerant market was temporarily stable.

According to the data monitored by the business community, the PP market continued to decline gradually in the middle of April, and the spot prices of various brands decreased to a certain extent. As of April 21, the mainstream offer price of T30S (wire drawing) of domestic manufacturers and traders was about 8650.00 yuan / ton, a decrease of 3.71% compared with the average price at the beginning of the month, and a rise of 9.03% compared with the same period last year.

Cause analysis

PP upstream propylene domestic market in March to change the callback market, the current disk is in the upward channel. On the whole, the current international production has recovered slightly, the domestic inventory is not much, some units are overhauled, the crude oil market has risen slightly, and the downstream operating rate is acceptable, but the market is mainly stable, with a slight negative trend. Acrylic acid market down more, but still a strong role of crude oil, it is expected that the market will continue to fluctuate with the crude oil market, there is a possibility to continue to rise slightly.

Propylene raw material market recovery, PP cost side support. In the early stage, affected by the rapid resumption of construction in China, the on-site operation rate started rapidly. The high load of the industry continued for nearly a quarter. It was reported that the overall average operating rate of domestic polypropylene plants in the first quarter was about 93%, which was at a historical high. Due to the high load and output, and the rise of propylene, the profit of some PP polymerization enterprises was inverted. Although overseas orders share some pressure, domestic production lines have been launched before, and there is a certain degree of contradiction between supply and demand. Downstream factories gradually conflict with high price orders, and they are not willing to accept the goods. Market trading resistance increased, the current into the latter half of the business operation has been turned to let the profit go single.

In terms of fiber materials, according to the data monitored by the business society, as of April 21, the mainstream offer of domestic producers and traders Z30S (fiber) was similar to that of wire drawing materials, with a price of about 8800.00 yuan / ton, a decrease of 4.52% compared with the average price at the beginning of the month, and a decrease of 16.46% compared with the same period last year. In April, the production scheduling of fiber PP was lower than that in the earlier stage, and the proportion of recent production scheduling fluctuated around 5%. On the demand side, it is not the same as the same period last year. At present, the demand of fiber PP is stable, and the drop range of spot price is larger than that of wire drawing material. In the current situation of strong competition in spunbonded non-woven field, the shipping resistance of traders increases.

Meltblown materials, the recent meltblown PP market down slightly, the overall level of spot prices more stable. As of April 21, the average quotation of pph-y1500 sample enterprises monitored by business society was about 10766.67 yuan / ton. At present, the epidemic situation in China is generally stable. The new situation in some areas has little effect on the demand for medical protective equipment. The saturation situation of domestic epidemic prevention materials is relatively stable. The overseas epidemic situation is still the same, and the market performance of meltblown materials in the outer market is also general under the mandatory mask policy. Overall, the domestic melt blown fabric manufacturing market competition is strong, profit dispersion, melt blown PP market is expected to have entered a long-term stable state.

Future forecast

Business community PP analysts believe that: in mid April domestic PP spot market trend fell. The recovery of upstream propylene price has supported the cost side of PP. The demand performance was poor, the profit space of downstream factories was compressed, and the bearish attitude was heavy. Inventory, the current two oil and social inventory consumption, slow down the pace of PP prices. At the same time, the trend of upstream crude oil is not good in recent days, and PP price is expected to fall in the short term.

1、 Price trend

According to the business news agency’s block data list, the average price of domestic phosphoric acid on April 20 was 5250 yuan / ton, up 0.64% from last Tuesday, 1.29% from the beginning of the month, and 5.7% from the same period last year.

2、 Market analysis

Recently, the price of raw material yellow phosphorus continued to rise due to the tight spot and the opening of downstream stock preparation before the festival, which led to the steady rise of the phosphoric acid market. The phosphoric acid enterprises did not adjust the price much. They adjusted the price slightly by 50-100 yuan / ton, carefully watching the market reaction. At present, although the support of cost side is getting stronger, the follow-up of phosphoric acid demand side is general, the inquiry enthusiasm is not high, and the purchasing just needs to be maintained. Both the buyer and the seller are in a wait-and-see state, and the trading atmosphere is not warm. At present, some phosphoric acid enterprises still hold the early quotation shipping, but the rising mentality appears, and the future market is expected to rise with the cost fluctuation. According to the monitoring of the business agency, as of April 20, the quotation in Sichuan is 4900-5550 yuan / ton, that in Yunnan is 5200 yuan / ton, that in Beijing is 4800 yuan / ton, that in Hubei is 5200-5500 yuan / ton, that in Tianjin is 5900 yuan / ton, that in Hebei is 5500 yuan / ton, and that in Guangxi is 5200-5320 yuan / ton. The prices in various regions are stable rise.

Regional ﹣ product specification ﹣ date ﹣ price (yuan / ton)

Sichuan Province: 85% industrial grade – 4900-5550

Hubei Province: 85% industrial grade – 5200-5500

Yunnan Province: 85% industrial grade – 5000-5200

The content of ﹣ phosphoric acid in Guangxi: 85% industrial grade ﹣ 5200-5320

In Beijing and Tianjin, the content of ﹣ 4 ﹣ is 85% industrial grade ﹣ 4800-5900 on April 20

In terms of raw materials, on April 19, the reference price of phosphate rock was 480.00, up 7.46% compared with April 1 (446.67) After the price rise, the domestic phosphorus ore market maintains a high and stable operation. Before May Day, traders of downstream Yellow Phosphorus and other products are likely to stock before May Day, so the downstream purchasing volume will increase. Therefore, the spot supply of phosphorus ore market is smooth, and the inquiry atmosphere will continue to be good in the short term. Therefore, the phosphorus ore analysts of the business community believe that the phosphorus ore market can continue to be stable in the short term The system is running on schedule.

On April 20, the reference price of yellow phosphorus was 17500.00, up 3.55% compared with April 1 (16900.00). Affected by environmental factors, Yunnan’s large factories stopped, the spot of yellow phosphorus was tight, in addition, the downstream stock was prepared before the festival, the price in the yard rose, and the transaction price of new orders was higher. It is expected that the price of yellow phosphorus will rise steadily in the short term.

On April 20, the reference price of the downstream map was 2533.33, down by 1.3% compared with April 1 (2566.67). At present, the raw material cost of map is high, and the downstream demand is limited. It is expected that map will maintain stable operation in the short term.

On April 20, the reference price of DAP in the downstream was 3125.00, which was 0.79% lower than that on April 1 (3150.00). DAP is mainly exported, and domestic spring farming is coming to an end. At present, supply and demand are in balance. Diammonium phosphate is expected to be adjusted in a narrow range in the short term.

3、 Future forecast

According to the phosphoric acid analysts of the chemical branch of business society, the raw material side rose before the festival, and the supporting force gradually strengthened. The phosphoric acid market rose steadily. Some enterprises have made a tentative rise, and it is expected that there will still be a rise in the short term, but the terminal demand generally followed up, and the upward range is not large.

According to the monitoring data of business society, as of April 19, the factory price of domestic industrial grade propylene glycol was 18000 yuan / ton, and the average price rose 2600 yuan / ton, or 16.88% compared with April 6 (reference price of 15400 yuan / ton). Compared with April 1 (reference price of 15900 yuan / ton), the average price increased by 2100 yuan / ton, or 13.21%.

Export support is now tight supply of propylene glycol, up nearly 17% in the two weeks after saving

Since the Qing Dynasty, the domestic propylene glycol market price has risen by 16.88% in two weeks since the Qing Dynasty. In the first two days after the festival, due to the influence of stock preparation before the festival, the downstream mainly digested the inventory, the trading atmosphere in the domestic propylene glycol market was relatively cold, and the market price was also slightly reduced. Since September, the domestic propylene glycol market price has been greatly increased, with the highest daily increase of nearly 1500 yuan / ton, and then the market enters the stable finishing operation stage. The trading atmosphere improved.

The propylene glycol market is short of stock. Since December, the price of the propylene glycol factory has been rising rapidly, with the daily increase of 500-1000 yuan / ton. As of the 19th day, the domestic propylene glycol factory price has risen to 17800-18200 yuan / T, with the average price of 18000 yuan / ton as reference. Compared with the Qingming Festival, the average price of propylene glycol factory has risen 2600 yuan / ton in two weeks, and the total increase after saving has reached 17% .

Business community propylene glycol analysts believe that the sharp rise of domestic propylene glycol market after Qingming Festival mainly comes from the following aspects (for reference only)

In terms of raw materials, the recent raw material propylene oxide continued to run at a high level, the cost of propylene glycol supported strongly, and the price of propylene glycol plant continued to push up.

In terms of export, the global overhaul of devices has led to tight supply at home and abroad, and the export market continues to improve. Most manufacturers mainly deliver foreign trade orders, while the domestic market spot volume is relatively small. As a whole, the fundamentals of propylene glycol are tight, and the price of propylene glycol is going up all the way.

In terms of domestic trade, affected by the sudden increase of export orders, the propylene glycol spot inventory is low, the domestic propylene glycol market supply is tight, the domestic trade resources are relatively insufficient, and the downstream demand is normal, which supports the strong operation of propylene glycol market.

Lido still exists, propylene glycol keeps strong operation in the short term

At present, the domestic propylene glycol market trading atmosphere is good, the mentality of the industry is good, and the market as a whole is mostly positive. Therefore, business community propylene glycol analysts believe that the propylene glycol market in the short term to maintain a strong operation, the future also need to pay more attention to changes in raw materials and exports.

1、 Price trend

According to the monitoring data of the business community, the price of baking soda has been mainly stable in the near future. From the beginning of the week to the end of the week, the average price in the domestic market is 1616.67 yuan / ton. On April 15, the commodity index of baking soda was 107.30, flat with yesterday, down 11.82% from 121.68 (2020-10-21), the highest point in the cycle, and up 21.56% from 88.27, the lowest point on December 22, 2020. (Note: cycle refers to the period from September 1, 2020 to now)

2、 Market analysis

According to the business community, the price of sodium bicarbonate is running at a high level, and the shipment in the downstream market is fair. At present, the price of sodium bicarbonate in Henan is about 1550-1700 yuan, which is the mainstream quotation in the market. The downstream demand is acceptable. It is expected that the price will be slightly consolidated in the near future. The price of baking soda in Hebei is about 1550-1650 yuan / ton, which is the mainstream price in the market, and the downstream demand is acceptable.

In terms of raw materials: according to the monitoring data of the business community, soda ash in East China has been running steadily and dynamically, and the current mainstream market price of light soda ash is about 1700-1850 yuan / ton. The main market price of light soda is about 1750-1850 yuan / ton. The main market price of light soda is about 1650-1750 yuan / ton, and the price of downstream glass may play a leading role in soda. Generally speaking, the price of short-term soda is mainly consolidated. The total amount of soda ash inventory is large, but there is still uneven distribution. Some data show that the overall inventory of domestic soda ash is about 870000 tons, and now most of the orders are executed in the early stage.

Demand side: downstream medicine, textile and food mainly purchase sodium bicarbonate on demand, and the price of sodium bicarbonate has been consolidated recently. Analysts of business news agency believe that: in the near future, the overall situation of raw material soda ash is stable with small movements, mainly with narrow fluctuation. The price of downstream glass market rises or drives the demand for soda ash, but the short-term soda ash market is still in consolidation operation. Generally speaking, the price of sodium bicarbonate still maintains consolidation trend in the short term, and the specific situation is the demand of downstream market.