1、 Price trend

According to the market data, the average price of glycerin was 23.48 yuan / ton, down from 6036.7 tons last Friday, down from the average price of glycerin on Friday.

The price range of glycol fluctuated on Tuesday. The ex factory quotation of Sinopec in North China was temporarily stable and that of Sinopec in South China was temporarily stable. PetroChina northeast Jilin Petrochemical lowered its quotation by 600 yuan / ton.

2、 Analysis of influencing factors

As of July 19, the total inventory of diethylene glycol in the main port of East China was 19600 tons, a decrease of 4700 tons or 19.34% compared with last Monday.

Sinopec South China unit operates smoothly. At present, PetroChina northeast Jilin Petrochemical has shut down and overhauled the diethylene glycol production line, with a unit capacity of 109000 T / A. It is expected to restart in late July. It is mainly supplied to users in Northeast China, most of which are produced and used by themselves, and the export volume is small.

3、 Analysis and prediction

The overall supply and demand performance was relatively stable. The low price and small stock of downstream factories supported the upward trend of real orders in the market, and the transaction was slightly supported. Crude oil and ethylene glycol rose, giving the market some support and boost. It is expected that the short-term diethylene glycol market will still be dominated by shock consolidation.

Price trend

According to the bulk list data of business society, the recent domestic PA66 market is weak, and the spot prices of various brands have weakened in a narrow range. As of July 23, the average offer price of PA66 adhesive injection molding sample enterprises of business society was about 38250 yuan / ton, a decrease of 0.78% compared with the average price at the beginning of the month and a weekly decrease of 0.65%; There was a year-on-year increase of 102.92%.

Cause analysis

The upstream adipic acid market strengthened significantly in early July. Although it fell slightly recently, the price is still above the 10000 yuan mark. Previously, pure benzene, the raw material of Lido adipate, has declined recently. Although the supply of pure benzene in the spot market is still tight, the downstream products are at a loss and the load of some units is reduced. The demand for pure benzene decreased, with great downward pressure, and adipic acid followed the decline of upstream pure benzene. In terms of supply, the change of adipic acid operation level is limited, the manufacturer’s inventory pressure is general, and some enterprises return to work after maintenance, diverting the supply pressure. In the early stage, the manufacturers concentrated on raising the listing price. At present, the market offer maintains the price range after the rise, and some dealers have no goods in their hands. There are signs of empty rise and virtual high price. However, at present, it has gradually entered the off-season, the shipment fluency has gradually decreased, and the market response has gradually been light. At present, there has been some resistance to the spot price, and it is expected that the market will weaken in a narrow range in the near future.

The height and narrow range of raw adipic acid are adjusted, and the cost side support of PA66 is acceptable. Recent market shows that PA66 price has no feedback on upstream support, and the market is still in the off-season. Generally, the pattern of weak supply and demand remains unchanged. In terms of operating rate, the overall load level of domestic PA66 enterprises is not high, and there has been no news of resumption of work since July. The demand follow-up of terminal enterprises is slow, buyers have a heavy wait-and-see mentality, and the on-site delivery orders are small. The merchant’s offer operation is biased towards flexible shipment and drags the price focus. Recently, the market momentum has not improved, and the light state continues.

Future forecast

Business analysts believe that the domestic PA66 market has weakened narrowly recently, and the feedback on the cost side support of adipic acid is poor. In the case of poor profit of end users and insufficient follow-up of stock demand, the upstream benefit was not reflected in the spot price of PA66. The current market is still relatively prominent in the off-season, with weak supply and demand. At present, the market lacks trading power and the market atmosphere is weak. It is expected that the PA66 market will be weak in the short term.

According to the data monitored by the business community, as of July 22, the average price of domestic rubber grade high-grade silica was 4875.00 yuan / ton, and the mainstream price range was 4500-5000 yuan / ton. The market of silica was stable, the supply side was normal, the manufacturers were active in shipping, the upstream support was general, the downstream just needed to purchase, the overall operating rate was normal, the negotiation atmosphere was flat, and the price was stable in the short term.

The domestic rubber grade silica market has a stable trend as a whole, with the mainstream price range of 4500-5000 yuan / ton. The quotation of upstream hydrochloric acid manufacturers is temporarily stable, and the overall market is general, mainly focusing on stable operation. The main contract orders of silica are limited, and the number of new orders is limited. The overall market purchasing atmosphere is flat, mainly focusing on negotiation. The attitude of merchants is stable, the focus of negotiation is stable, and the merchants take the goods carefully, Slow delivery, overall market supply and demand balance, normal delivery, general inventory.

On July 21, the chemical industry index was 1101 points, up 2 points from yesterday, reaching a record high in the cycle, up 84.11% from 598 points, the lowest point on April 8, 2020（ Note: period refers to the period from December 1, 2011 to now

Business community silica analysts believe that: in the short term, silica maintains stable operation, and the price fluctuation range is limited（ If you want to know more about the industry chain, please pay attention to the official account of the business community, get the information and grasp the price.

1、 Price trend

According to the data of the business club’s block list, the average ex factory price of powdered monoammonium on July 12 was 3050 yuan / ton, and that on July 18 was 3083 yuan / ton, up 1.09% this week.

According to the data of the business club’s block list, on July 12, the average ex factory price of 64% diammonium was 3316 yuan / ton, and on July 18, the average ex factory price of 64% diammonium was 3316 yuan / ton, which was stable this week.

2、 Market analysis

This week, the price of monoammonium phosphate rose, and the operating rate of enterprises was about 67%. The company has a large waiting volume, sufficient domestic orders and good trading atmosphere. The ex factory price of 55% powdered ammonium in Hubei Province is about 3350-3450 yuan / ton. Most enterprises do not issue new orders for the time being, there is no quotation for the time being, and the actual price is mainly discussed.

This week, the price of DAP was stable, and the operating rate of the enterprise was about 48%. The main stream price of 64% diammonium in Hubei Province is 3350-3400 yuan / ton, and the main stream price of 64% diammonium in North China is about 3600 yuan / ton. The supply of goods is tight, and the enterprises are waiting for a large quantity. Some enterprises shut down their equipment for maintenance, while most enterprises do not offer for the time being.

At present, the average reference price of 30% grade of raw phosphorus ore in domestic mainstream areas is around 386.67 yuan / ton, which is basically the same as a week ago. At present, the quotation of mining enterprises is firm, and the lower reaches receive orders moderately. The price of raw sulfur continued to rise and the transaction atmosphere was good.

3、 Future forecast

Business community ammonium phosphate analysts believe that the current ammonium phosphate market atmosphere is good, raw material prices run high. The domestic order of DAP is insufficient and the foreign market is in hot demand. It is expected that in the short term, the price of Monoammonium will continue to rise. Diammonium continued to run smoothly.

According to the monitoring data of business news agency, the market of bisphenol A has continued to rise since July. On June 30, the market in East China was offered at 20340 yuan / ton. As of July 20, the market in East China was offered at 26620 yuan / ton. The market of bisphenol a rose 30.88% in 20 days. Especially in the middle of July, bisphenol a rose significantly, with daily offer pushing up 500-700 yuan / ton. The main reasons for the sharp rise of bisphenol a market in the near future are as follows:

Nantong Xingchen 150000 T / a bisphenol a plant is overhauled, and the market is expected to be tight; Subsequently, eight rounds of sub brand bidding of Zhejiang Petrochemical Co., Ltd. rose sharply, forming a favorable support for the market. Downstream epoxy resin and PC devices were purchased one after another, and product prices rose simultaneously. In trade, the company actively made profits and sold its goods. Downstream products rose one after another, further benefiting the bisphenol a market.

On Friday, the 120000 T / a BPA unit of Sinopec No.3 well was shut down for 3-4 days, and the atmosphere of speculation was not reduced; On the morning of the 20th, Sinopec Mitsubishi’s 180000 T / a bisphenol a plant stopped unexpectedly due to equipment failure. It is expected to be overhauled for 3-4 days. The relay of the unexpected shutdown device will continue, and the goods holders are reluctant to sell. The market offer will be greatly boosted. I heard that the early morning parking market offer pushed up to 26500 yuan / ton, and the afternoon closing market offer range has reached 26500-27000 yuan / ton, which is really not the highest, only higher.

2021 is an unusual year for the bisphenol a market. In 2021, the bisphenol a market has been singing all the way. In the second quarter, it initially set an all-time high offer of nearly 30000 yuan / ton. Since the middle and late April, the market has turned around and fallen uncontrollably, but the market has always maintained a red line of 20000 yuan / ton. Compared with previous years, the bisphenol a market in 2021 has continued to be at a high level, and it has been moving forward in the second quarter, In July, under the support of tight supply and parking news, BPA entered the upstream channel again.

From the perspective of raw material side, the phenol market fluctuates in a narrow range, and the market negotiation is deadlocked. The negotiation is between 9300-9500 yuan / ton. The overall change is not big in the near future. The port inventory is relatively stable, the pressure on the supply side is not big, and the downstream delivery mood is not good. It is difficult for the cargo holders to expect to push up the market, and the overall atmosphere is not warm, so it is difficult to make large volume on the trading side. On the other hand, the acetone raw material market as a whole rose slightly. The mainstream negotiation range was 5000-5100 yuan / ton. The market atmosphere was general. Most of the goods holders made offers with them. At present, there was an increase in Hong Kong Inventory. The replenishment mood of terminal factories was general. The actual orders were mainly small ones.

Under the pressure of cost, the market of downstream liquid epoxy resin is rising obviously. According to the current bisphenol A (unit consumption 0.68) plus various expenses, the cost of liquid epoxy resin is close to 30000 yuan / ton. At present, the pressure of cost is greater. It is reported that the mainstream negotiation price of East China liquid epoxy resin is 32500-33000 yuan / ton in barrels, and the market of solid epoxy resin is more than 29000 yuan / ton, The epoxy resin market is also showing a situation of low price and reluctant to sell. At present, the epoxy resin is still digesting the pressure brought by the sharp rise in cost, and most factories arrange procurement.

In the view of the business community, the news of plant parking has continuously helped the market of bisphenol A to rise. At present, a few dealers are reluctant to sell, and the market price is rising rapidly. Tomorrow’s plant auction is expected to continue to rise, and the business community expects the market of bisphenol A to continue to rise in the short term. After a substantial increase in downstream pressure, we should pay attention to the actual purchase of downstream orders.