1、 Price trend
As of December 16, the average price of refrigerant R22 was 14333 yuan / ton, up 2.38% from the beginning of the week, up 1.18% month on month and 16.18% compared with the same period last year.
According to the monitoring of the bulk data of the business agency, as of December 16, the average price of refrigerant R134a was 16833.33 yuan / ton, up 5.21% compared with the beginning of the week, 10.99% higher than the beginning of the month, 9.89% month on month, and 27.54% lower than the same period last year.
2、 Market analysis
Since the opening of the rising market in November, R22′s rise has continued to this day. In December, favorable support did not decrease, quota shortage and raw materials rose, R22 market was stronger, temporarily bid farewell to the decline. The price of raw material trichloromethane has risen sharply in recent years, with an increase of more than 70% in November. The price of hydrofluoric acid has also risen, with strong cost support. R22 holders offer firm offers, but their enthusiasm for hoarding is not high, and some enterprises receive orders. At present, the demand side is weak, and the international situation is still uncertain. There is no centralized increase in exports in the same period of previous years. The domestic demand is sluggish in the off-season. Near the end of the year, the demand for air conditioning and after-sales market is general, and the demand for just in demand procurement is mainly, and the trading atmosphere is poor. At present, the quoted prices of R22 market are mostly in the range of 14000-17000 yuan / ton, and the closing and stopping quotation are too much, and the market transaction price is on the low side.
In December, R134a’s market has risen sharply, with an increase of more than 10%. Enterprises have increased by 500-2000 yuan / ton in the month. The price of raw material hydrofluoric acid is rising. It is reported that the price of trichloroethylene is rising rapidly with strong cost support. In addition, the shortage of supply of equipment maintenance by some manufacturers has boosted the price of refrigerant R134a continuously. The quotation of mainstream manufacturers has reached 18000 yuan / ton. Traders actively follow up, but the intention to prepare goods is weakened, the supply of goods in hand is not much, and the market atmosphere is not high. At present, the demand side is still not strong. It is difficult for R134a to have actual driving force in the upstream. The high price shipment is common, and the downstream order receiving intention is cautious. However, under the favorable support, the R134a market is still relatively strong. At present, the market quotation of refrigerant R134a is mostly in the range of 17000-18000 yuan / ton, and the price continues to rise. The actual transaction is mainly through negotiation.
On December 16, the mainstream price of domestic anhydrous hydrofluoric acid manufacturers was 8000-9000 yuan / ton. The ex factory prices of domestic manufacturers increased slightly. The operating rate of domestic hydrofluoric acid manufacturers was general, and the supply of on-site goods was slightly tight. Affected by the stable price of fluorite, the demand of downstream refrigerant industry was general, and the on-site procurement was mainly based on demand. It is expected that the on-site price will increase slightly in the future.
As of December 15, the average price of chloroform in Shandong was around 3600 yuan / ton, up 4.35% compared with the beginning of the month and 46.94% higher than the same period of last month. At present, the overall supply of the industry is limited. With the decline of liquid chlorine price, enterprises in Shandong may recover, but the downstream market just needs to be flat. It is expected that the price of chloroform will be stable and firm in a short time. Pay attention to the changes of liquid chlorine price of raw materials.
3、 Future forecast
According to the refrigerant analysts of the business agency, at present, the raw materials are rising, the superimposed supply is tight, and the prices of refrigerants are expected to be more stable in the second half of the month, and R22 and R134a may operate stably, but it is not ruled out that the raw materials will go up, which may drive the prices of refrigerants to continue to rise. In the future market, it is necessary to pay attention to the cost guidance.
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