According to the price monitoring of business news agency, the price of sulfur in East China rose this week. The average price of sulfur production at the weekend was 1486.67 yuan / ton, up 2.53% compared with 1450.00 yuan / ton at the beginning of the week and down 2.06% compared with the beginning of the month.

This week, the domestic sulfur market rose as a whole. The inventory of refineries in various regions of the country remained low, and the shipment performance was acceptable. The downstream plants entered the market and purchased on demand. The market lacked the guidance of substantive information, and the operators were mainly wait-and-see. During the week, refineries in various regions of China adjusted their prices according to their own shipment situation. In East China, the price of liquid sulfur was increased by 20 yuan / ton, and that of solid sulfur was increased by 20-50 yuan / ton; Solid and liquid sulfur in North China and Shandong increased by 40-50 yuan / ton at the same time, and sulfur market generally went up. As of the 25th, the regional price of sulfur in China is as follows:

region varieties April 25th

East China Sulfur (particle) 1450-1540 yuan / ton

North China Sulfur (particle) 1420-1470 yuan / ton

Shandong Province Sulfur (particle) 1480-1520 yuan / ton

In the downstream phosphate fertilizer market, the prices of monoammonium phosphate and diammonium phosphate were weak and stable, the domestic spring ploughing came to an end, the market demand of ammonium phosphate was weakened, the transaction atmosphere was weak, and the future market continued to be stable. In terms of sulfuric acid, the market price in Shandong increased by 2.35% in the week. At present, the main acid enterprises in Shandong stop for maintenance, some sulfuric acid manufacturers are under started, the market supply is tight, the enterprises increase the quotation, the downstream demand is stable, and the later sulfuric acid Market may continue to rise.

According to sulfur analysts of business news agency, the domestic sulfur market is on the rise, and most of the on-site trading is based on demand procurement. In terms of market supply, domestic refinery inventory remains low, and the supply and demand performance is relatively stable. At present, the market lacks substantive information guidance, so the short-term sulfur market is reorganized and operated, and the downstream follow-up situation is concerned.

From April 19 to April 23, 2021, the crude benzene market price decreased, and the domestic ex factory price was 4345 yuan / ton at the beginning of the week and 4775 yuan / ton at the end of the week, with a weekly rise of 9.9%.

In April 2021, Sinopec’s listed price of pure benzene was raised five times, and now it is 7300 yuan / ton, of which Qilu Petrochemical is 7250 yuan / ton. This week, it was raised twice, with a total of 450 yuan / ton.

This week, with the price of pure benzene rising, the domestic pure benzene station reached 7000 yuan / ton. Sinopec raised the ex factory price of pure benzene twice in a row, while the price of hydrogenated benzene increased significantly. Next week is approaching the 51st holiday, there is a certain demand for goods preparation in the downstream, and the unsaturated resin in the downstream of pure benzene is currently in the peak season of the industry, the styrene inventory is low, the spot circulation is tight, the market price is firm, multiple positive supports, and the price of hydrogenated benzene has increased significantly. Crude benzene market was supported by high price from downstream, and bidding price rose sharply this week.

In the future, the business community believes that there are many positive factors in the fundamentals, but the current price is relatively high, and the downstream enterprises are slightly resistant. Moreover, the pure benzene inventory in the port is stable at about 110000 tons, and the speed of de inventory is slowing down. In addition, hydrobenzene enterprises have a certain resistance to high price Crude Benzene and a strong price depression mentality, which is expected to be weak in the future.

1、 Price trend of lithium hydroxide

(Figure: p-value curve of lithium hydroxide product)

2、 Market analysis

According to the data of the business club’s block list, as of April 25, the average price of domestic industrial lithium hydroxide enterprises was 80333.33 yuan / ton, which was flat compared with the beginning of the week, up 7.11% compared with April 1 and 7.11% compared with March 25. This week, the domestic industrial grade lithium hydroxide Market maintained a stable operation trend, and the enterprises mainly delivered early orders.

According to customs statistics, in March 2021, China’s lithium hydroxide import volume was 361.5 tons, the import amount of the month was about US $2.45 million, and the average import price of the month was US $6766.73/ton. According to customs statistics, in March 2021, China’s lithium hydroxide export volume was 4769.12 tons, the export amount of that month was about US $10.37 million, and the average export price of that month was US $8465.47/ton.

According to the data monitoring of the business community, the price of lithium carbonate in the upstream is in a stable state recently, and most enterprises have not adjusted their quotations. As of April 23, the average price of industrial grade lithium carbonate in East China was 87000 yuan / ton, which was the same as that at the beginning of the month (the average price of industrial grade lithium carbonate in East China was 87000 yuan / ton on April 1). On April 23, the average price of battery grade lithium carbonate in East China was 90600 yuan / ton, which was the same as that at the beginning of the month (the average price of carbon in East China was 90600 yuan / ton on April 1).

According to the price monitoring of the business community, in the list of commodity prices in the 16th week of 2021 (4.19-4.23), there were 41 kinds of commodities in the chemical industry sector that rose month on month, of which 9 kinds of commodities increased by more than 5%, accounting for 9.8% of the number of commodities monitored in the sector; Crude benzene (9.90%), hydrobenzene (7.63%) and styrene (5.57%) were the top three commodities. There were 17 kinds of commodities that declined on a month on month basis, and one commodity with a decline of more than 5%, accounting for 1.1% of the number of commodities monitored in the sector; The top three products were DMF (- 9.01%), dichloromethane (- 3.89%) and TDI (- 3.47%). The average rise and fall this week was 0.72%.

3、 Future forecast

According to the lithium hydroxide analysts of business club, the current cost side has some support, and the market atmosphere is acceptable. It is expected that the domestic industrial lithium hydroxide Market will be stable in the short term, and the specific trend needs to pay more attention to the market information guidance.

According to the monitoring data of the business community, as of April 23, the average quoted price of silicone DMC in the mainstream area of data monitoring was 28066 yuan / ton, which was 267 yuan / ton lower than that on April 19 (28333 yuan / ton), a decrease of 0.94% in the week; Compared with the reference average price of silicone DMC of 29233 yuan / ton on the first day of the month, the average price decreased by 1167 yuan / ton, or 3.99%.

In the first ten days of April, the domestic silicone DMC market was stable with a small margin. The offer prices of individual factories were lowered, the number of new orders in the downstream increased and decreased, and the wait-and-see sentiment in the market gradually intensified.

Nearly in the middle of the month, on the 12th, lubon Industry Co., Ltd. sharply lowered the ex factory quotation of silicone DMC to 26400 yuan / ton, which immediately caused an uproar in the market and increased the worries of the industry about the future market. After the market suddenly went down, on the 14th and 15th, the market price was temporarily pulled back in the low valley, and the reduction of downstream orders was difficult to support the sustained recovery. The silicone DMC market entered the shock stage, and the market went down again.

At the beginning of this week, the silicone DMC market entered a stable operation mode from the early shock. Towards the end of the week, the market showed signs of weakness. The offer price of silicone DMC in some factories was reduced by about 300-500 yuan / ton at the end of the week, and the low-end quotation was reduced to 25700 yuan / ton. As of the 23rd, the average ex factory price of silicone DMC was 28066 yuan / ton, Compared with the price on Monday (19th), the average price decreased by 267 yuan / ton, or 0.94%, and compared with the price on the 1st of this month, the average price decreased by 1167 yuan / ton, or 3.99%.

In the short term, DMC will continue to be weak

At present, although silicone monomer plants have pre order processing, the ability to increase new orders has weakened. The downward adjustment of silicone DMC prices by individual large plants also affects the mood of downstream enterprises. At present, the wait-and-see situation is increasing. Therefore, the silicone DMC analysts of business community believe that the silicone DMC Market will pick up sharply in the short term, showing a little weakness, Most of them will continue the weak sorting operation.

On April 22, 2021, in the price rise and fall list of fluorine chemical industry, there were 0 kinds of commodities that rose, 0 kinds of commodities that fell, and 7 kinds of commodities that rose or fell to 0. Stable products include fluorite, hydrofluoric acid, aluminum fluoride, chloroform, R134a, R22 and cryolite.

On April 22, the market price trend of fluorine chemical raw materials was temporarily stable. The price of raw material fluorite was 2733.33 yuan / ton, and the price trend of fluorite was temporarily stable. Recently, some domestic fluorite plants were generally started, and some in site mines and flotation plants were shut down. The fluorite supply in the site was normal. However, the downstream market was mainly stable in the near future, and the decline of fluorite price was limited. As of the 22nd, the price of fluorite in Jiangxi was 2700-2800 yuan / ton, and that in Inner Mongolia was 2500-2600 yuan / ton. It is expected that the price of fluorite will remain high and stable in the future.

In the near future, the price of downstream refrigerants is mainly stable, and the operating rate remains low. The demand for hydrofluoric acid is general. However, due to the normal supply in the market, the price trend of hydrofluoric acid market is stable. As of the 22nd, the quotation of hydrofluoric acid market is 10622.22 yuan / ton. In the near future, the price trend of hydrofluoric acid market is stable, and the operating rate of domestic hydrofluoric acid is less than 60%, Enterprises reflect that the current supply of hydrofluoric acid spot goods on the floor is normal. Recently, the market of goods on the floor is general. Some enterprises have stable ex factory prices. Up to now, the mainstream of hydrofluoric acid negotiations is 10000-11000 yuan / ton. However, people on the floor reflect that the hydrofluoric acid market may have a downward trend in the near future. Chen Ling, an analyst at the news agency, believes that the market of hydrofluoric acid may fall slightly.

The price trend of aluminum fluoride products is temporarily stable, the market supply is normal, and the trading market is general. The quotation of aluminum fluoride of Zhengzhou Zerun energy and Chemical Co., Ltd. is 9000 yuan / ton. The overall market supply of aluminum fluoride is sufficient, and the overall price trend of aluminum fluoride market is stable.

In recent years, the price trend of trichloromethane in Shandong Province is temporarily stable, the overall demand of downstream market has little change, and the demand for trichloromethane is general. With the demand procurement of downstream market, the price trend of trichloromethane market is stable. At present, the domestic price of chloroform is 3950-4050 yuan / ton. On the one hand, the demand for downstream refrigerants is large, the shipment of chloroform is smooth, and the demand side is supportive; On the other hand, since the end of March, the price of raw material liquid chlorine has been rising, and the cost support is strong.

In recent years, the price trend of domestic cryolite is temporarily stable, the operation of the plant is stable, and the supply is normal. The domestic negotiation price is about 6500-7000 yuan / ton, and the actual transaction price is mainly negotiation. In general, the recent market of fluorine chemical industry is general, and it is expected that the trend of fluorine chemical industry will remain volatile in the later period.

In the near future, the price trend of downstream refrigerant R22 is temporarily stable, the price trend of raw material trichloromethane is stable, and the cost support is strong. In the near future, the downstream is mainly purchased on demand, the demand side changes little, and the market center remains high. As the price trend of hydrofluoric acid is mainly stable, the price of some affected refrigerants is temporarily stable. Refrigerant R134a price trend has an upward trend, the market is strong operation. In the near future, the start-up in the downstream remained low, but the raw material support was strong, and the refrigerant market was temporarily stable.