According to the data monitoring of business agency, the polyacrylamide commodity index on June 10 was 97.15, unchanged from yesterday, down 12.88% from the highest point of 111.51 in the cycle (2021-11-03), and up 17.20% from the lowest point of 82.89 on August 2, 2020. (Note: the period refers to the period from April 1, 2019 to now)

Commodity prices: according to the data monitoring of the business agency, the mainstream quotation of polyacrylamide (CPAM, cationic, molecular weight 12million, 10-30 ionic degree) in the domestic market in that week (June 6-10) was stable at about 15900 yuan / ton. The manufacturer’s production is normal and the market inventory is sufficient; The downstream demand is general, and the enterprise has great shipping pressure.

Industry chain: according to the data of business news agency, the mainstream market of upstream raw material acrylonitrile fell from about 11380 yuan / ton to 11240 yuan / ton in the week from June 6 to 10. The supply side of domestic acrylonitrile industry was still loose, and the market quotation was downward; The average price of raw acrylic acid in East China was stable at about 14600 yuan / ton in the current week. Recently, the raw propylene market is weak, the cost support is general, some early maintenance devices on the supply side have been opened one after another, the operating rate has increased, the terminal demand has slowly recovered, the downstream inquiry and procurement are just needed, the demand side is generally followed up, and the market atmosphere is flat. It is expected that the acrylic acid market will be stable, weak and wait-and-see in the short term.

Liquefied natural gas is used in the production process. According to the data monitoring of business agency, the average price of domestic LNG on June 9 was 6326 yuan / ton, down 3.48% from the price of 6554 yuan / ton at the beginning of the month, and up 75.72% compared with the same period last year. Since June, the domestic LNG market price has declined by 3.48% in the cycle, and the market is weak. After the Dragon Boat Festival, with the recovery of logistics, there is a certain demand for replenishment in the downstream. The liquid price in some regions is tentatively raised. There is still a downward trend in many places. The market is mixed, and the overall situation is still weak. According to the business news agency, the domestic liquid market has been weak recently, the price of feed gas has been lowered, and the flexibility of liquid plant price adjustment has been increased. It is expected that it will continue to decline in the short term.

Future forecast: the raw material cost is weak, the downstream demand is general, the market spot inventory is sufficient, and the transaction is not easy. It is expected that the polyacrylamide market will remain stable in the future, supplemented by small adjustments.

On June 9, the mainstream quotation range of 1\tin ingot in the domestic spot tin market was 260500-264500 yuan / ton, with an average price of 262500 yuan / ton, an increase of 6000 yuan / ton compared with the previous trading day.

On the 9th, Shanghai tin rose. Data released by the Indonesian Ministry of trade on Wednesday showed that Indonesia’s refined tin exports in May were 5283.46 tons, down 42.8% from April. The market is expected to tighten the supply in the future, boosting the tin price. In terms of downstream demand, the recent positive domestic policies have been continuously released, and the future market demand is expected to improve. Double positive support tin price upward. However, at present, the overall demand performance of the downstream is general, and the release of demand needs to be digested for a period of time. Therefore, it is expected that the upward space of tin price is limited, and the future market will focus on the downstream construction.

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.