1、 Trend analysis

According to the nickel price monitoring of business society, on the 8th, the spot nickel price rose slightly, with the quotation of 144150 yuan / ton, a slight increase of 0.17% compared with the previous trading day, 12.5% compared with the beginning of the year and 20.8% year-on-year. Today, the main Shanghai nickel opened at 142570 yuan. After opening, the trend of Shanghai nickel remained high and volatile, closing at 141430 yuan at the lowest, and closing at 142740 yuan at the end, up 0.97%. Today, the trend of nickel in LME3 was volatile and weak, closing at US $19250 at the deadline, down 0.95%.

Beautiful employment data in the United States improved market sentiment, and lunni closed up 1.30% the next week. Russia’s norrisk nickel industry increased its premium on Chinese nickel plates. The global nickel inventory as a whole is low and continues to be destocked, and the nickel fundamentals are still supported. The downstream receives an appropriate amount of goods on demand. At present, the delivery and trading is OK, and the actual transaction situation is general. Nickel is expected to maintain a broad shock trend in the short term.

Trade name: titanium concentrate

Latest price November 4: 2325 yuan / ton

Key points of analysis: on November 4, the market price of domestic titanium concentrate was relatively stable, the operating rate of downstream titanium dioxide plant decreased, the overall demand for titanium concentrate contracted slightly, the demand for titanium ore market weakened, and the wait-and-see mood was strong.

Forecast: the price of titanium concentrate will remain stable in the short term.

On November 3, the rare earth index was 694 points, up 8 points from yesterday, down 30.60% from the highest point of 1000 points in the cycle (December 6, 2011), and up 156.09% from the lowest point of 271 points on September 13, 2015. (Note: the period refers to the period from December 1, 2011 to now).

The trend of domestic rare earth index rose, the price of domestic light rare earth praseodymium neodymium series rose, the price of praseodymium neodymium oxide increased by 12500 yuan / ton to 730000 yuan / ton, the price of praseodymium neodymium metal increased by 25000 yuan / ton to 885000 yuan / ton, the price of praseodymium oxide increased by 765000 yuan / ton, the price of neodymium oxide increased by 10000 yuan / ton to 745000 yuan / ton, and the price of metal praseodymium was 960000 yuan / ton, The price of neodymium metal increased by 10000 yuan / ton to 905000 yuan / ton, the price of dysprosium oxide increased by 50000 yuan / ton to 2.91 million yuan / ton, the price of dysprosium ferroalloy increased by 50000 yuan / ton to 2.89 million yuan / ton, the price of dysprosium metal increased by 50000 yuan / ton to 3.68 million yuan / ton, the price trend of domestic light rare earth market increased, the recent procurement was general, the price of praseodymium neodymium series increased, and the price of dysprosium Series in domestic heavy rare earth market increased slightly recently, The price of terbium is rising, and the downstream is mainly purchased on demand. Myanmar prohibits exports. It is expected that the domestic rare earth market price may remain high in the later stage.

1、 Trend analysis

According to the nickel price monitoring of business society, on the 2nd, the spot nickel price fell sharply, with a quotation of 146650 yuan / ton, a slight increase of 0.22% over the previous trading day, 14.45% over the beginning of the year and 23.76% year-on-year.

Chinese demand concerns triggered a continued decline in selling inventories, and Lun nickel closed up 0.33% overnight. Supply remains tight. In terms of demand, the demand of nickel city is still dragged down by the production restriction of downstream steel mills, superimposed with the production restriction of new energy enterprises. Ternary cathode materials and ternary precursor enterprises in Hunan, Jiangsu, Guangdong, Fujian and other provinces are gradually restoring production capacity, and local control in Zhejiang is still relatively strict. The short-term trend of nickel is expected to be dominated by shock.

On November 1, the price of ortho benzene rose strongly

According to the data monitoring of business society, the executive price of Sinopec o-xylene rose at the beginning of November. On November 1, the average price of o-xylene was 7260 yuan / ton, and the market of o-xylene remained strong. On November 1, the listed executive price of orthobenzene Sinopec was 7200 yuan / ton, which was 300 yuan / ton higher than that of orthobenzene on the previous trading day; The orthobenzene market rose strongly.

Overview of industrial chain Market

According to the monitoring data of business society, the high price of mixed xylene fell, the cost of o-xylene fell, the rising power of o-xylene weakened, and the downward pressure increased.

According to the monitoring data of the business society, the high level of the downstream phthalic anhydride market fell slightly, the demand for o-xylene fell, the o-xylene market weakened, the rising power of o-xylene weakened and the downward pressure increased.

Market Overview

According to the monitoring of business society, the price of o-xylene raw materials decreased on November 1, and the cost of o-xylene fell. In terms of demand, the demand for o-xylene was temporarily stable. The overall support for the rise of adjacent benzene is weakened, and the downward pressure is increased. It is expected that the market of adjacent benzene will be stable temporarily in the future, and the price of adjacent benzene will be stable in the future.