1、 Price trend

According to the bulk data list of business agency, the average ex factory price of 85% domestic thermal phosphoric acid was 9990 yuan / ton on July 11, and 9830 yuan / ton on July 15. The price of 85% domestic thermal phosphoric acid fell by 1.60% this week.

2、 Market analysis

The price of raw material yellow phosphorus continued to decline this week, with weak cost support. The on-site trading of phosphoric acid decreased, and the downstream low-cost procurement was the main. The manufacturer lowered the price for shipment. The bearish sentiment in the industry is strong, and the weak market has not improved in the short term. As of July 15, the ex factory price of 85% domestic thermal phosphoric acid was about 9830 yuan / ton. The ex factory quotation of phosphoric acid in Sichuan is about 9200-10300 yuan / ton, that in Yunnan is about 10300 yuan / ton, that in Hubei is 9300-10200 yuan / ton, and that in Shandong is about 9800-10700 yuan / ton.

This week, the domestic market for raw phosphorus ore is running at a high level. On Monday, some mining enterprises in Guizhou raised the market price of medium and high-end phosphorus ore by 50 yuan / ton, supported by tight supply in the phosphate rock yard and a shortage of circulating spot. Domestic large-scale mining enterprises mainly use phosphate rock for their own use, and the external sales are basically suspended. In addition, the retro mining enterprises in Guizhou Province in the early stage are currently shut down again, and the overall supply in the site has not been alleviated for the time being. The market price of 30% grade phosphorus ore in Guizhou is around 1100-1150 yuan / ton, and the market price of 28% grade phosphorus ore is 980-1030 yuan / ton. At present, the downstream demand for phosphate rock is stable, and the trading atmosphere in the site is normal.

The market price of raw material yellow phosphorus fell this week. The average price of yellow phosphorus was 34800 yuan / ton last Friday, and 33375 yuan / ton this Friday. The price was reduced during the week. At present, the yellow phosphorus market trend is weak, the transaction is not smooth, and some manufacturers will not make external quotations for the time being.

3、 Aftermarket forecast

Phosphoric acid analysts of business society believe that the cost support is insufficient due to the continuous decline in the price of raw yellow phosphorus. The demand side mainly purchases on demand, and the transaction volume decreases under the downward trend of the market. It is expected that the market trend of phosphoric acid will continue to decline in the short term.

1、 Price trend

According to commodity data monitoring, isopropanol prices fell this week. The average price of isopropanol in China was 7125 yuan / ton last Thursday and 6975 yuan / ton this Thursday. The price fell by 2.11% during the week.

2、 Market analysis

Figure: comparison chart of price trend of acetone and isopropanol

The domestic isopropanol market price fell this week. At present, the orders of isopropanol manufacturers are for export. At present, the downstream demand for isopropanol in China is poor, the trading atmosphere is light, and the wait-and-see mood is strong. It is just needed, and you can buy as you use it. Up to now, most quotations of Shandong isopropanol are about 6900-7000 yuan / ton; Most of Jiangsu isopropanols are quoted at about 6800 yuan / ton. Internationally, isopropanol in the United States closed higher on July 12, while the European isopropanol market was weak and stable.

In terms of raw material acetone, Sinopec East China’s listing price was reduced by 300 yuan / ton on Monday, and 4900 yuan / ton was implemented. At the beginning of the week, Jiangyin’s inventory was increased to 54000 tons, and the profit value of phenol ketone enterprises fell again. Under the bad conditions of both factories and Hong Kong deposits, the market was depressed. At the beginning of the week, the shippers offered according to the market. The purchasing strength of the terminal factory was general, the trading volume on the floor was limited, the overall atmosphere was tepid, and the trading was insufficient. The business community expects the acetone market to be weak in recent days.

In terms of raw propylene, the market price of propylene rose. The average price of domestic propylene was 7460 yuan / ton last Thursday and 7634.6 yuan / ton this Thursday. The price rose by 2.33% during the week. The ability of the downstream to accept high prices has declined, market demand is dominated by rigid demand, market transactions are weak, and the overall purchase of downstream enterprises is still more cautious, mainly maintaining production. It is expected that the market will be stable and weak in the short term.

3、 Aftermarket forecast

Isopropanol analysts from the chemical branch of the business club believe that at present, domestic factories are mainly export orders, and the domestic isopropanol market demand is sluggish. Acetone price reduction and weak cost support. It is expected that the market focus of isopropanol will be downward in the short term.

Today, the domestic bisphenol a market rose slightly, mainly because downstream factories continued to watch the market after bisphenol A fell sharply for a long time. With the consumption of factory inventory, the inventory of start-up enterprises was less. Although the raw materials fell broadly this week, the bisphenol a market was depressed and stable. The mentality of traders was supported by several rounds of bidding on Monday. Today’s opening traders maintained stability, downstream inquiry enterprises increased, and the attention on the market increased, The market offered to 11800-12000 yuan / ton, and there was no real single support in the morning. In the afternoon, the market followed the offer firmly, the short-term market was stable, and the uplink was also lack of positive support.

region ., Quotation, Intraday rise and fall

East China, 11800., one hundred

Shandong region, 11800., one hundred

Trade name: cryolite

Latest price (July 12):7575 yuan / ton

Key points of analysis: the cryolite market was temporarily stable on July 12, and the average production price in Henan was flat compared with the previous working day. The manufacturer reported that at present, the raw materials are tight, the production cost of the enterprise is large, the cryolite devices are mainly operated at low load, the enterprise inventory is tight, the downstream demand is stable, the enterprise shipment is relatively smooth, and the cryolite price continues to be high.

Aftermarket forecast: the short-term cryolite market is on the sidelines, and the price may be reduced. The aftermarket will pay attention to the market supply.

According to the monitoring data of business agency, the average price of domestic methanol market was 2715 yuan / ton on July 11, which was stable compared with the previous trading day, with a year-on-year increase of 6.89%. On July 11, methanol futures in Zhengzhou Commodity Exchange were weak and volatile. The main contract ma2209 closed at 2401 yuan / ton at the end of the day, down 84 yuan / ton or 5.40% from the closing of the previous trading day, leading the futures commodity market on the day. In terms of spot goods, at present, the supply side of methanol is abundant, and the demand side is relatively low, so it is difficult to have a significant opening in the short term. In the short term, the domestic methanol market continued to be depressed, mainly finishing.