Price trends:

According to business data monitoring, acetic anhydride prices continued to rise in early July this week. As of July 21, the average price quoted by acetic anhydride enterprises was 5316.67 yuan/ton, which was 2.57% higher than that quoted by acetic anhydride earlier this week, and 28.27% lower than that of acetic anhydride in the same period last year.

II. Market analysis:

Product analysis:

This week, the domestic acetic anhydride factory quotation rose, and the market transaction price was temporarily stable. As of July 21, most of the region’s ex-factory quotations were between 5100 and 5500 yuan/ton. The actual transaction price rose. The actual transaction price in Shandong was around 5100 yuan/ton. The price rose. The market quotation was the reference price. The actual transaction price was subject to actual negotiation. Acetate anhydride manufacturers equipment start-up rate is low to maintain, manufacturers have limited inventory, downstream customers are cautious in picking up goods, acetic anhydride downstream sales situation is general, acetic anhydride rising momentum in the future is general.

Factor analysis of industrial chain:

At about 17:00 on July 19, an explosion occurred in Henan Yima Gasification Plant, which has an annual capacity of 240,000 tons of methanol and 200,000 tons of acetic acid. Although there is no specific loss data caused by the explosion, the company’s acetic acid inventory is limited, which has little impact on the current supply of acetic acid. However, the explosion will inevitably lead to the increase of safety inspection, which will have an impact on the supply of acetic acid in the future, and lead to the rise of acetic acid market. At the same time, the chain reaction will lead to the rise of acetic anhydride downstream, or trigger a short-term industrial chain rise peak.

3. Future market forecast:

Bai Jiaxin, an analyst of acetic anhydride data from business associations, believes that the price of acetic anhydride raw materials has risen slightly recently, the price of methanol has remained stable, the cost of acetic anhydride has risen, and the price of acetic anhydride has a driving force. Although the explosion of acetic acid factory last Friday has limited impact on the supply of acetic acid at this stage, the explosion will inevitably lead to further intensification of national safety inspection and affect the production of future enterprises. It will be difficult for the acetic acid and methanol equipment of Henan Yima Gasification Plant to produce normally for a considerable period of time in the future, affecting the supply of products. As a result of the rising price of products, and the rising voice at this stage, it is unavoidable that some enterprises speculate on acetic acid and methanol, which leads to further price rises. Because of the characteristics of acetic anhydride products, the output of acetic anhydride is small and the use of acetic anhydride is wide. The price of raw materials has a great influence on the price of acetic anhydride. The price of acetic anhydride has risen sharply, or the price of acetic anhydride has been detonated, which leads to a sharp rise in the price of acetic anhydride

Recently, the price of light rare earth in China has fallen sharply. The price trend of some rare earth products is shown as follows:

Since late June, the domestic market price of light rare earth has fallen sharply. The price of neodymium oxide has dropped from 380000 yuan/ton to 304500 yuan/ton, with an overall decline of 19.87%. The price of neodymium oxide has dropped sharply from 377500 yuan/ton to 302 500 yuan/ton, with a drop of 19.8%. The price of neodymium metal has dropped by 16.84% from 484000 yuan/ton to 402500 yuan./ The price of Praseodymium and Neodymium alloy dropped from 484,000 yuan/ton to 402,500 yuan/ton, a drop of 16.84%. Recently, the domestic heavy rare earth price is relatively strong, but the market price of light rare earth has fallen sharply. Recently, the domestic magnetic material enterprises have entered the off-season of demand. In the short term, the demand for light rare earth has not improved. Influenced by the low price selling of some manufacturers, the market price of light rare earth has fallen continuously, but the market of heavy rare earth is affected by supply and demand. Prices are stronger.

According to monitoring, the rare earth index on July 22 was 377 points, which was the same as yesterday. It was 62.30% lower than the cyclical peak of 1000 points (2011-12-06), and 39.11% higher than the lowest point of 271 on September 13, 2015. (Note: Period refers to 2011-12-01 to date).

Recently, the price of light rare earth in rare earth field has declined, the price of heavy rare earth in rare earth market has been stable, the price of praseodymium and neodymium series products has been declining continuously, the supply of light rare earth is normal, the demand of light rare earth is not good in the near future, and the market price has declined. The price fluctuation of rare earth market is related to environmental protection supervision in the whole country. Rare earth production has its particularity, especially the radiation hazard of some products, which makes environmental protection supervision stricter. Under strict environmental protection inspection, manufacturers control sales reasonably, but recent downstream demand has entered the off-season, some enterprises sell at low prices, and the market price of light rare earth has been declining. However, the supply of heavy rare earth market is still tense. Recently, large enterprise groups on the market are reluctant to sell. The market of heavy rare earth is strong, but the major manufacturers are cautious about the pricing of products.

Recently, the State Environmental Protection Department has made no reduction in its stringent efforts, which has a greater impact on the rare earth industry. The rare earth industry has a low start-up and a cold market. At the recent press conference on macroeconomic operation held by the Development and Reform Commission, Meng Wei, spokesman of the National Development and Reform Commission (NDRC), answering reporters’questions on rare earth, said that on the basis of in-depth investigation and scientific demonstration, relevant policies and measures would be put forward to give full play to the special value of rare earth as a strategic resource. Due to the increasingly obvious regulatory effect, the supply of raw ore resources in the upstream of the rare earth industry has shrunk, and the trading market of the rare earth industry is poor.

Rare earth analysts of business associations expect that the domestic environmental protection will not be reduced in the near future. In addition, the domestic order of the rare earth industry will be rectified. Myanmar restricts exports and reduces supply. However, the demand for light rare earth market will not improve in the near future. It is expected that the price of light rare earth will continue to decline, and the price trend of medium and heavy rare earth market will continue to decline. Stronger.

Price Trend

According to the price monitoring of business associations, the domestic R22 ex-factory price runs smoothly this week. The average ex-factory price of mainstream manufacturers is 18,000 yuan/ton, down 2.7% from the same period last year.

II. Market Analysis

Products: According to the data of business associations, R22 refrigerant price is running at a low level. As of July 19, Zhejiang Juhua Co., Ltd. has a price of 18,000 yuan/ton, Quzhou Jiuzhou Chemical Co., Ltd. has a price of 17,000 yuan/ton, Shandong Yue’an New Materials Co., Ltd. has a price of 19,000 yuan/ton, and Zhejiang Lengwang Science and Technology Co., Ltd. has a price of 18,000 yuan/ton. The price of Hunan Longxun Trading Co., Ltd. is 16500 yuan per ton.

Market analysis: This week, the domestic R22 refrigerant market has a poor trading environment and low prices. At present, the price quoted by manufacturers mostly concentrates on 16500-19000 yuan/ton. Refrigerant R22 peak season is coming to an end, traders are cautious, wait-and-see mentality is strong, and the mode of on-demand delivery is still continuing; together with stable start-up of production enterprises, and inventory pressure of shipments, the refrigerant market is further cooled. According to the price monitoring of business associations, the anhydrous hydrofluoric acid market of upstream products continues to rise. At present, the price is 12080 yuan/ton. The upstream raw materials have strong support for R22 market.

3. Future Market Forecast

Business Cooperative Refrigerant Analysts believe that the traditional peak season of R22 is near the end, the peak season is weak, the market supply exceeds demand situation continues, and R22 prices are expected to decline steadily.

Price Trend

According to the monitoring data of business associations, the market of n-propanol has been running steadily in the near future with no obvious price fluctuation. As of July 18, the ex-factory quotation of the manufacturers of n-propanol in Jiangsu was 8400 yuan/ton (free water contains tax), and the mainstream quotation of domestic traders of n-propanol was around 1000-11500 yuan/ton (the price difference between different packaging specifications is large). The mainstream quotation for imported barreled n-propanol from Taiwan is around 1,1200-11,800 yuan/ton.

II. Market Analysis

Products: In the past two weeks, the overall trend of the n-propanol market has been stable, the price has not changed much, and the overall demand is normal. The price of n-propanol produced by Nanjing Rongxin Chemical Industry is 8400 yuan/ton (bulk water contains tax), the price of n-propanol from Zibo, Shandong Fengcang Chemical Distribution is 11000 yuan/ton (including tax barrel), and Yexing, Zhangjiagang. Taiwan’s imported n-propanol for chemical operations is quoted at 10,200 yuan/ton (including tax barrels). Taiwan’s imported n-propanol for Shanghai Lianyi Chemical Sales is quoted at 11,800 yuan/ton (including tax barrels). Taiwan’s imported n-propanol for Shanghai Yifeng Chemical Sales is quoted at 11,000 yuan/ton (including tax barrels).

Industry chain: Upstream product propylene oxide prices have risen in many enterprises, and the factory’s periodic shipment has improved.

3. Future Market Forecast

According to the business association’s forecast, the n-propanol market will remain stable in the short term.

On July 16, the fluorite commodity index was 110.53, unchanged from yesterday, down 13.30% from the peak of 127.49 points in the cycle (2019-01-03), and up 124.61% from the low of 49.21 points on December 18, 2016. (Note: Period refers to 2011-09-01 to date)

According to statistics, the domestic fluorite price trend is temporarily stable, up to 17 days the average domestic fluorite price is 3150 yuan/ton, the recent domestic fluorite plant start-up is normal, the mine and flotation plant start-up is normal, the supply of fluorite is slightly tight, the recent downstream hydrofluoric acid price rise, for the fluorite market on demand purchase, fluorite market price trend. Rise. Recent downstream installation start-up situation is general, fluorite spot supply is normal, terminal downstream pick-up situation improved, resulting in rising market price trend. As of the 17th, the price of 97 fluorite wet powder in Inner Mongolia was 2900-3100 yuan/ton, the mainstream of 97 fluorite wet powder negotiations in Fujian was 3000-3300 yuan/ton, the price of 97 fluorite wet powder in Henan was 2900-3200 yuan/ton, and the price of 97 fluorite wet powder in Jiangxi was 3000-3300 yuan/ton. The price trend of fluorite remained high.

The price trend of hydrofluoric acid in the downstream of fluorite is temporarily stable. As of 17 days, the domestic market price of hydrofluoric acid is 12080 yuan/ton. The fluctuation of the market price of hydrofluoric acid has a positive impact on the upstream fluorite market. However, the recent start-up of hydrofluoric acid plant is general. The demand for fluorite has weakened and the price of fluorite has oscillated. Recent downstream refrigerant product installations started at a low level, the upstream fluorite and hydrofluoric acid demand is general, the recent downstream refrigerant trading market is general, hydrofluoric acid product price trend is stable. Recent downstream refrigerant market transactions are cool, R22 refrigerant facility starts at 60%, R22 market facility start-up rate is temporarily stable, the main manufacturer of bulk water out of the factory offer price is between 18,000-19,000 yuan/ton, but the manufacturer does not have bulk water spot, mainly a small number of cylinders shipped. In addition, the actual demand side of the market has not changed much, and the delivery quotation is general. Domestic market price trend of R134a shocks, production enterprises equipment start-up rate remains low, refrigerant market demand is general, manufacturers mainly export. But the on-site transaction price does not change much. Businessmen buy on demand. Generally speaking, the downstream industry is in a general market. In addition, the fluorite market supply is normal. Fluorite prices are stable temporarily. Business analyst Chen Ling believes that the fluorite market price may remain volatile.