According to the data of the large list of business agencies, as of May 12, the average price of domestic industrial lithium hydroxide enterprises was 86333.33 yuan / ton, up 7.02% compared with the price on May 6, 14.10% higher than April 12, and 51.46% higher than the same period last year.

In April, the domestic industrial lithium hydroxide market rose and stabilized, and entered may. After the festival, the lithium hydroxide market rose steadily. The upstream spodumene was tight price, and the downstream demand was better. The price of the stockholders was firm, and the market price decreased significantly. According to the data monitoring of business agency, the price of lithium hydroxide in some enterprises in recent years is summarized: the external quotation of industrial lithium hydroxide of Shanghai Yulun industrial grade is 92000 yuan / ton; The external quotation of industrial lithium hydroxide of Zigong tongfarong industrial grade is 85000 yuan / ton; Shanghai Eugene industrial lithium hydroxide offers 82000 yuan / ton, battery grade lithium hydroxide is 85000 yuan / ton, and the spot price of the merchant is on the market with the actual transaction price mainly negotiated.

Lithium hydroxide production data: in April 2021, the output of lithium hydroxide, the main manufacturer of the country, was 14100 tons, up 10.16% on a month basis, up 88% year on year.

According to the data of business society, the average price of industrial lithium carbonate in East China was 87000 yuan / ton by May 11, which was 0.46% higher than that of the average price of 86600 yuan / ton in industrial carbon East China on May 1. On May 11, the average price of battery grade lithium carbonate in East China was 90600 yuan / ton, which was 0.67% higher than that of the average price in East China of May 1, 90000 yuan / ton.

Analysts of lithium hydroxide of business agency believe that the current cost end and demand side boost the market. It is expected that the domestic industrial lithium hydroxide Market will be strong in the short term, and more attention should be paid to the market information guidance for specific trends.

The domestic market of cyclohexanone has risen sharply in recent years, boosted by the positive increase in cost. Sinopec’s Benzene listing continued to rise 300 to 7700 yuan / ton, and the spot price of pure benzene continued to rise, and the price of cyclohexanone enterprises followed the increase. According to the monitoring data of business society, the average price of domestic cyclohexanone market as of May 10 was 11060 yuan / ton, with the price rising 10.82% on a year-on-year basis, and 94.72% year on year.

Summary of domestic cyclohexanone market as of May 10:

region ., Price

East China 11100-11300 yuan / ton cash delivery

South China 11300 yuan / ton cash delivered

Shandong Province 10900-11000 yuan / ton cash withdrawal or short delivery

In terms of raw materials, the main factors that drive the price rise are that pure benzene is out of stock at home and abroad, the market transaction is good, leading to a sharp upward price; The market of caprolactam rose, the profit of caprolactam continued to compress, and the price of manufacturers was up-regulated under the pressure of cost.

The price of pure benzene continues to rise, with strong cost support, but the downstream link is slow to follow the rising pace. The analysts of cyclohexanone of business society expect that the domestic cyclohexanone market will be sorted out at a high level in the short term.

1、 Price trend:

According to the data of business club’s block list, the domestic PA6 market in April was generally volatile, and the spot price rebounded after falling. As of May 1, the mainstream offer price of sample enterprises for CNMC 2.75-2.85 was about 14833.33 yuan / ton, a decrease of 1.11% compared with the average price at the beginning of the month, and a rise of 43.09% compared with the same period last year.

2、 The influencing factors were analyzed

In terms of upstream caprolactam, it generally took on the market of tight supply of petrochemical industry chain in March, and the domestic spot price of caprolactam continued to callback at the beginning of April. The pressure of continuous abundant supply on the market supply side was not eased until the maintenance load of enterprises decreased in the middle of the month. The follow-up of downstream demand is general, and the profits of the industry are affected. Raw material pure benzene continued to rise, coupled with the pre holiday replenishment boom, caprolactam cost pressure follow-up rise.

The price of raw material caprolactam began to rise, the cost support of PA6 increased, and continued to fall in the first half of April and began to rebound. At that time, the decline of PA6 had lasted for more than a month. During the period, the supply was strong, the demand was weak, and the market transaction power was insufficient. Traders and factories began to accumulate inventory, and the high inventory and the drop of spot reduced the profit of polymerization plant. After the end of the festival, the recent profits of domestic PA6 polymerization plants are still negative, and some enterprises are passively reducing the negative. By the end of this month, the domestic PA6 operation rate had dropped to about 72%. The downstream purchasing situation is still dominated by rigid demand, and the industry mainly digests the existing inventory, so it is difficult to say a good market atmosphere.

3、 Future forecast:

Business analysts believe that: April PA6 upstream caprolactam consolidation shock rise, PA6 cost support is acceptable. The purchase intention of PA6 downstream factories is not strong, and the end users mainly operate cautiously, and the demand continues to be weak. However, the recent rise of pure benzene in the industrial chain has boosted caprolactam and PA6. In addition, caprolactam production lines are still overhauled one after another. Generally speaking, the fundamentals of PA6 are long and short, and the price of PA6 is expected to fluctuate.

According to the data monitored by the business agency, at the beginning of the week, the quotation of domestic industrial grade first-class potassium nitrate was 4375.00 yuan / ton, and at the end of the week, the quotation of domestic industrial grade first-class potassium nitrate was 4387.50 yuan / ton, up 0.29%. The current price increased by 2.46% month on month and 3.26% year on year.

This week, the domestic potassium nitrate market rose, and the market supply was tight. Most of them were concentrated in the hands of large traders. They were reluctant to sell, and the overall turnover of the market was slow. The overall supply is at a low level, and the downstream market purchases on demand, while the potassium nitrate market continues to rise. According to the statistics of the business society, this week’s quotation of domestic potassium nitrate mainstream manufacturers is 4100-4600 yuan / ton (the quotation is for reference only), which varies according to the procurement situation.

Recently, the quotation of potassium chloride mainstream manufacturers is at a high level: on May 7, the potassium chloride equipment of Qinghai Salt Lake Potash Fertilizer Co., Ltd. operated normally. The ex factory quotation is about 2400 yuan / ton, the quotation is temporarily stable, and the actual transaction price is mainly through negotiation. On May 7, Anhui Badou Chemical Co., Ltd. quoted about 2650 yuan / ton for potassium chloride distribution, which was temporarily stable, and the actual transaction price was mainly through negotiation. In recent years, the potassium chloride market was consolidated at a high level, the cost support was good, the supply of potassium imported from the port was limited, and the purchasing enthusiasm of the downstream was acceptable, so potassium nitrate was given support.

Recently, the domestic potash fertilizer market has maintained a stable trend, the new arrival of ports is limited, and the supply of goods continues to be tight. It is expected that the potassium nitrate Market will rise mainly in the short term, and the long-term market still needs to wait and see（ The above prices are provided by the main manufacturers of potassium nitrate all over the country and sorted out and analyzed by the potassium carbonate analysts of the business society. They are for reference only. For more price details, please contact the relevant manufacturers for consultation).

According to the monitoring of the business society, the price index of domestic rare earth market fell sharply in April. The price of domestic praseodymium and neodymium rare earths dropped sharply, and the price of heavy rare earths also dropped sharply. The domestic rare earth market is no longer prosperous. According to the rare earth plate index of the business society, the rare earth index was 534 points on May 5, which was the same as yesterday, down 46.60% compared with the highest 1000 points in the cycle (2011-12-06), Compared with the lowest point of 271 on September 13, 2015, it has increased by 97.05%（ Note: period refers to the period from December 1, 2011 to now).

It can be clearly seen from the rare earth index chart that the domestic rare earth prices continued to callback in April. Recently, the prices of the mainstream commodities in the rare earth market have declined, and the rare earth market has cooled down. In terms of products:

It can be clearly seen from the product price trend chart that the domestic mainstream products such as neodymium oxide, metallic neodymium, praseodymium neodymium oxide and praseodymium neodymium alloy decreased significantly, but the prices of praseodymium oxide and metallic praseodymium rose against the trend. As of May 6, the price of neodymium oxide in domestic rare earth was 542500 yuan / ton, down 13.55% compared with the price at the beginning of April; The price of metal neodymium was 687500 yuan / ton, 12.70% lower than that in early April; The price of praseodymium neodymium oxide was 537500 yuan / ton, 7.73% lower than that in early April; The price of praseodymium neodymium alloy was 650000 yuan / ton, 9.09% lower than that in early April; The price of praseodymium oxide was 547500 yuan / ton, with an increase of 4.78% in April; The price of praseodymium metal was 705000 yuan / ton, up 4.44% in April, and the domestic market trend of light rare earths dropped.

Recently, the rare earth market has been declining. According to the feedback of some enterprises, the overall trading volume has declined, and the downstream permanent magnet is mainly purchased on demand. However, in the early stage, the manufacturers are actively preparing goods, and the inventory in the yard has increased, which leads to the general low enthusiasm of the downstream replenishment. In this case, the prices of mainstream rare earth products have declined. Sales of new energy vehicles have slowed down and the rare earth industry has been affected. The main rare earth raw materials of high performance NdFeB are light rare earth praseodymium neodymium oxide, heavy rare earth dysprosium oxide and terbium oxide, which are used in new energy vehicles, wind power, energy-saving frequency conversion air conditioning, traditional vehicles and other fields. According to statistics, new energy vehicles continue to break the historical record of single month sales. According to the data released by China Automobile Industry Association, in March, the national automobile industry continued to maintain a good development trend, with production and sales reaching 2.462 million and 2.526 million respectively, with a month on month growth of 63.9% and 73.6%, and a year-on-year growth of 71.6% and 74.9%; The production, sales and export volume of new energy once again set a new record for the month. The downstream is mainly purchased on demand, the market price of light rare earth is falling, and the heavy rare earth market is cooling down accordingly.

From the trend chart, it can be seen that the price trend of dysprosium Series in China dropped sharply. As of the 6th, the price of dysprosium oxide was 2.665 million yuan / ton, with a decrease of 12.91% in April; The price of dysprosium ferroalloy was 2.645 million yuan / ton, down 12.42% in April, and that of dysprosium metal was 3.4 million yuan / ton, down 12.82% in April; The domestic price of terbium series dropped sharply, with the domestic price of terbium oxide at 8.15 million yuan / ton and the price of metal terbium at 10.4 million yuan / ton. There are few transactions in the domestic rare earth market. The upstream, middle and downstream markets are mainly on the lookout. Traders tend to buy at a lower price, and the market price of heavy rare earth has dropped. However, Myanmar’s political situation is unstable, and the global supply of rare earth is relatively concentrated. Myanmar is one of the production areas second only to China and the United States. Myanmar has a great influence on the domestic heavy rare earth market products, the import source has decreased significantly, the supply of heavy rare earth market in Myanmar is still slightly tight, but the downstream resistance is more serious, and the market price trend is declining.

Recently, the “notice on industrial energy conservation supervision in 2021″ stressed that enterprises in key industries such as iron and steel, non-ferrous metal smelting, petrochemical and chemical industry, building materials and so on should be comprehensively investigated, and special supervision on the implementation of mandatory energy consumption quota standards per unit product should be carried out, so as to finally achieve full coverage of energy conservation supervision of enterprises in key industries during the “14th five year plan”. Industry insiders believe that this reflects the strengthening of government control over the rare earth industry, which is conducive to the healthy development of the industry. Since 2021, the market of rare earth products has been objective, but the lower reaches of the business purchase significantly, leading to a decline in market prices.

In 2021, the first batch of rare earth mining, smelting and separation total amount control indicators increased significantly, which was related to the strong downstream demand. The Ministry of natural resources issued the total amount control indicators of rare earth mining in 2021. In 2021, the total amount control indicators of the first batch of rare earth mines (rare earth oxide REO, the same below) in China were 84000 tons, including 11490 tons of ionic (mainly medium and heavy rare earth) rare earth mines, The index of rock ore type (light) rare earth ore is 72510 tons. The first batch of tungsten concentrate (tungsten trioxide content 65%, the same below) has a total mining control index of 63000 tons, of which the main mining index is 46890 tons and the comprehensive utilization index is 16110 tons. In 2021, the total amount of rare earth and tungsten mining will continue to be controlled, the state policy is favorable, and the trend of some products in the rare earth market will be stable.

With the sustainable development of new energy vehicles, wind power and variable frequency air conditioning in the downstream of rare earth, the demand has been supported. However, the domestic rare earth supply has started normally. In addition, the recent on-site transaction is not good and the purchase is not active. Chen Ling, an analyst of business society, predicts that the market price of rare earth in the later period may continue to decline slightly in the short term.