According to the monitoring of business agency, the price of chloroform in Shandong was 3750 yuan / ton on the 22nd, up 1.01% from the previous day. Guangxi Jinyi, Quzhou fluorochemical and other methane chloride units were shut down for maintenance, and Jiangxi Liwen methane chloride unit was planned to start shut down for maintenance on the 22nd… Recently, the domestic methane chloride unit was started at a low level, the supply side was Panjin, and the market supply was scarce; The demand for downstream refrigerant in off-season is still weak, and the support for chloroform is weak; After the market wait-and-see, the recent offer rose slightly. According to the monitoring of business agency, as of December 22, the spot exchange of Shandong Jinling chloroform apron was 3600 yuan / ton.

Future forecast: in the short term, the tight supply side will support chloroform. It is expected that the chloroform market may continue to rise slightly in the later stage, but the increase will be limited by demand.

Trade name: caprolactam

Latest price: 13800 yuan / ton

Key points of analysis: the price of caprolactam was stable on December 21, which was flat compared with the previous trading day. The price of raw material pure benzene fell today. East China pure benzene port warehouse accumulated to a high level, and the increased supply suppressed the market mentality. Crude oil and styrene fell continuously and broadly, further bearish pure benzene market mentality, and pure benzene followed the decline. The cost side of caprolactam is weakening, the downstream demand is reduced, and the market is dominated by weak and stable operation. Sinopec quoted 13800 yuan / ton for liquid caprolactam.

Future forecast: the price of caprolactam will run smoothly in the short term.

Price: 241600 yuan / ton for industrial grade lithium carbonate and 254000 yuan / ton for battery grade lithium carbonate

Analysis: at the beginning of the week, the price of lithium carbonate continued to rise, and the price rise was also increasing. As the new capacity of the domestic lithium iron phosphate industry is still in a state of continuous climbing, which makes the supply of lithium carbonate with tight supply more tight. At present, it is difficult to purchase in the market, the market demand remains unchanged, and the transaction price of orders continues to increase.

Forecast: at present, the supply of goods in the market continues to be tight, and the market is in a state of shortage of goods. It is expected that the price of lithium carbonate will still rise sharply in the short term.

Recent price trend of sulfuric acid

As can be seen from the above figure, the domestic sulfuric acid market price increased slightly this week, and the quotation increased from 630.00 yuan / ton last weekend to 636.37 yuan / ton this weekend, an increase of 1.06%, a year-on-year increase of 45.52% compared with the same period last year. Overall, the domestic sulfuric acid market rose slightly this week. On December 17, the commodity index of sulfuric acid was 99.09, up 0.52 points from yesterday, down 28.60% from the highest point of 138.78 points in the cycle (2021-10-21), and up 214.37% from the lowest point of 31.52 points on June 6, 2019. (Note: cycle refers to the period since September 1, 2011)

The upstream support is good, and the downstream procurement enthusiasm is general

From the manufacturer’s quotation, the price of domestic mainstream sulfuric acid manufacturers increased slightly this week, the manufacturer’s inventory is general, and the downstream demand is general. Heze Jiangyuan sulphuric acid quoted 890 yuan / ton this weekend, up 20 yuan / ton compared with the beginning of the week; Zouping Tianlu sulfuric acid quoted 520 yuan / ton this weekend, up 70 yuan / ton compared with the beginning of the week; Changzhou Qinghong sulfuric acid is quoted at 700 yuan / ton this weekend, which is temporarily stable compared with that at the beginning of the week; Changzhou Changjiang sulphuric acid quoted 600 yuan / ton this weekend, down 50 yuan / ton compared with the beginning of the week; Xiangcheng San’an sulfuric acid is quoted at 650 yuan / ton this weekend, which is temporarily stable compared with that at the beginning of the week; Liaocheng Huatong sulfuric acid quoted 460 yuan / ton this weekend, which was temporarily stable compared with the beginning of the week.

From the upstream and downstream industrial chain, the upstream sulfur market rose slightly this week. The quotation increased from 1933.33 yuan / ton at the beginning of the week to 1956.67 yuan / ton at the end of the week, an increase of 1.21%, up 93.09% year-on-year compared with the same period last year. The upstream market stopped falling and rebounded, and the cost support was strengthened. The downstream bromine market fell slightly, and the quotation fell from 62857.14 yuan / ton last weekend to 59714.29 yuan / ton this weekend, down 5.00%, up 80.35% year-on-year compared with the same period last year. The downstream formic acid market rose slightly. The quotation rose from 4200.00 yuan / ton at the beginning of the week to 4233.33 yuan / ton at the end of the week, an increase of 0.79%, up 84.06% year-on-year compared with the same period last year. The downstream markets rose and fell with each other. On the whole, the upstream and downstream products have a positive impact on the price of sulfuric acid this week.

Market outlook rose slightly

In late December, the domestic sulfuric acid market mainly rose slightly. The upstream sulfur market has stopped falling and rebounded recently, and the cost support is good. Although the downstream bromine market has been falling, the downstream formic acid market has risen this week. Downstream customers have good enthusiasm for purchasing sulfuric acid, and the product trend is upward under the contradiction between supply and demand. Sulfuric acid analysts of business society believe that under the influence of supply and demand and raw materials in the short-term domestic sulfuric acid market, the market price of sulfuric acid may rise slightly.

1、 Price trend

Latest price (December 16): 8540 yuan / ton

Key points of analysis: according to the data monitoring chart of business society, on December 16, the main PVC contract 2205 closed at 8124, down 0.51%, and the spot market continued to decline. The average domestic spot price of pvc5 was 8540 yuan / ton, down 0.35% compared with the previous day. The reduction range of enterprises was not large, and some enterprises remained stable and wait-and-see. In the off-season of demand, the market trading was relatively flat, and the mentality of operators was negative.

Forecast: PVC prices are expected to continue to weaken in the short term.