1、 Price trend
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As of September 15, the average price of refrigerant R22 was 14833.33 yuan / ton, up and down 10.64% month on month and 2.2% compared with the same period last year,
As of September 15, the average price of refrigerant R134a was 15566.67 yuan / ton, up 2.19% from last Tuesday, down 5.66% month on month and 38.15% compared with the same period last year.
2、 Market analysis
In recent days, the raw material trichloroethylene has been rising violently. The price of R134a continues to rise, while R22 remains stable and waits for the market. In September, R134 rose by 1.11% in the first week, then continued to rise, rising by 3.32% in half a month, with the center of gravity moving up. R22 due to the early pull up too fast, the demand follow-up is not enough, the uplink is blocked, after the callback, it remains stable and wait-and-see market. And other refrigerant models are still the main behavior, the market is not optimistic. At present, the demand side continues to be weak, the air conditioning market demand is less than expected, the orders are scarce, the export market has not improved significantly, the car market industry is still light, the demand side has no positive stimulation, the enterprise shipping pressure is increasing, the business attitude is slightly pessimistic, the market as a whole is still weak.
R134a, the raw material of trichloroethylene, has risen sharply recently, bringing vitality to the sluggish market. The market of refrigerant R134a has been rising rapidly, and has been actively adjusted to rise by more than 3% in half a month. However, the support of demand side is insufficient, the demand of downstream car factories is less, and the export is also poor. The ability to take delivery of R134a, which suddenly rises sharply, is insufficient, and the enterprises are in general in shipment. At the same time, there is abundant supply in the market, and there are plans for new production capacity to enter the market. The contradiction between supply and demand may deepen. Some enterprises have the phenomenon of cost inversion, and the future market situation is still not optimistic. According to the price monitoring of the business agency, as of September 15, the prices of mainstream manufacturers in refrigerant R134a market are about 15000-16000 yuan / ton, and the market transaction price is about 14500-15000 yuan / ton, and the transaction center has moved up.
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R22, the price of refrigerant R22 has been temporarily stable recently. The prices of raw materials such as fluorite, hydrofluoric acid and chloroform have declined to varying degrees. The support force on the cost side is weakened. The performance of air conditioning and after-sales market on the demand side is poor. Generally, March to June is the peak season for air-conditioning production, and april-7 is the peak season for maintenance market. After the peak season, the demand decreases sharply. At the same time, affected by the new energy efficiency, the demand side is even worse. The atmosphere of market transaction is light, and the pressure on manufacturers to ship goods is increased, It fell more than 6% in September and half. As of September 15, the prices of mainstream manufacturers in refrigerant R22 market were 14000-16500 yuan / ton, and the market transaction price was about 13500-14500 yuan / ton, which showed a steady decline.
The price trend of fluorite in the upstream and domestic fluorite market fluctuated. Recently, some manufacturers reported that the goods were not in good condition, the downstream demand was not improved, and the fluorite price changed little. Domestic fluorite manufacturers have been operating stably, the on-site mines and flotation devices have been operating normally, and the fluorite in the yard is not well stocked, and the market price of fluorite is slightly lower. As of the 15th, the mainstream of fluorite negotiation in China was RMB 2550-2900 per ton
For hydrofluoric acid, on September 15, the mainstream price of domestic anhydrous hydrofluoric acid manufacturers was 7700-8300 yuan / T, and the ex factory price of domestic manufacturers dropped slightly. The domestic hydrofluoric acid manufacturers had a general operating rate, and the supply of goods on site was normal. Affected by the decline of fluorite price, however, the demand of downstream refrigerant industry was not good, and the on-site purchase was mainly based on demand. It is expected that the on-site price would be reduced in the future.
3、 Future forecast
According to the refrigerant analysts of the business agency, the current R134a market is picking up and the price is going up, but the raw material side tends to stabilize after rising, and the superimposed demand is not good, so it is expected to maintain stable operation in the short term; R22 demand is sluggish, and manufacturers’ shipment is not so good, and there is still a risk of falling in the future market.
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