I. Market overview
According to statistics, the domestic fluorite market price rose slightly in July, and the price at the end of the month was 2,680 yuan / ton, up 0.94% from the beginning of the month at 2,655 yuan / ton, up 21.51%.
Second, the market analysis
Domestic fluorite prices rose slightly in July, but fluorite prices formed a trend in July, and fluorite prices continued to rise in the first half of the month, but in the second half of the month, with the fluorite installation, fluorite supply increased, fluorite prices Gradually decline. The operating rate of fluorite installations in the northern region has increased, the supply of fluorite in the market has eased, and the price of fluorite has increased slightly. Recently, the southern fluorite started in general, and the supply of fluorite in the field was normal. At the end of the month, the price of fluorite in Inner Mongolia was 2600-2700 yuan/ton, and the mainstream of fluorite in Fujian area was 2600-2700 yuan/ton. The fluorite market in Henan Province. The price is 2600-2800 yuan / ton, the supply of domestic fluorite manufacturers is normal, and the price of fluorite is slightly higher.

Industry chain: The market price of hydrofluoric acid in the downstream of fluorite rose slightly in July. By the end of the month, the ex-factory price of hydrofluoric acid was 11,191.67 yuan / ton, an increase of 1.13%. The rise of downstream hydrofluoric acid market price is undoubtedly the support of the fluorite market. Recently, the downstream refrigerant industry in the terminal market is general, and the price trend of some refrigerant products is declining. Therefore, the price of fluorite in the market in late July has gradually declined. Even if the upstream raw materials have risen to varying degrees, there is a downward trend in late July, downstream of the terminal. The price of refrigerants generally follows, and the price of fluorite has risen slightly.

Industry: In the terminal refrigeration industry in July, the supply of upstream raw materials fluorite and hydrofluoric acid was normal, and the market price of fluorite rose slightly.

Third, the market outlook

In the market outlook, the domestic fluorite manufacturers have gradually started driving, and the supply of fluorite has increased compared with the previous one. The fluorite analyst Chen Ling of the business division of the business community believes that the price of fluorite will fall in August, and the price will be 2400-2500 yuan/ton. .

First, the price trend:

According to the data monitoring of business organizations, on July 30, the average price of acetic anhydride enterprises was 7162.50 yuan / ton, down 0.17% from the previous trading day, up 47.90%.

On July 29, the acetic anhydride commodity index was 142.20, which was the same as yesterday, which was 14.20% lower than the highest point of 165.73 points (2018-06-19) in the cycle, which was 72.20% higher than the lowest point of 82.58 points on September 20, 2016. (Note: Period refers to 2013-02-01 to date).

On July 30, the domestic acetic acid anhydride factory price fell, and the market transaction price fell. In most areas, the factory price is 6500-7200 yuan / ton, the actual transaction price fell, the actual transaction price is about 6300-6800 yuan / ton, the market price is the reference price, the actual transaction price is subject to actual negotiation.

Recently, the ex-factory price of acetic anhydride varies greatly among different manufacturers. The prices of acetic anhydride enterprises in Zhejiang and South China are relatively high, and the prices of acetic anhydride in Shandong and Jiangsu are relatively low. Because of the process reasons and the cost advantage of raw materials, the ex-factory price of antimony ore is lower than that of South China manufacturers; the raw materials of southern acetic anhydride enterprises are mostly externally purchased, and the raw materials are mainly glacial acetic acid. Recently, the price of glacial acetic acid has increased slightly, resulting in a slight increase in the price of glacial acetic acid. The cost of southern acetic anhydride manufacturers is too high, and the recent acetic acid anhydride is in the off-season, the transaction volume is small, the actual transaction price is subject to negotiation, and the price is the market reference price. Affected by the decline in demand, the acetic anhydride market was bearish and the price plummeted. It is expected that the market for acetic anhydride will fall.

On March 28th, the spot price of rare metal cobalt in the LME market was 93000.00-93500.00 USD/ton, and that of March futures was 93500.00-94000.00 USD/ton, and the closing price was 93750.00 USD/ton. On March 28th, the LME market had a rare metal cobalt warehouse inventory of 538.00 tons, and there was no change in inventory.

First, the price trend

According to the monitoring of yellow phosphorus commodity prices, the domestic phosphorus market as a whole continued downward trend, the overall yellow phosphorus market price of 16,500 yuan / ton, affected by many factors, most of the yellow phosphorus manufacturers down, down 500-800 yuan / Ton, the daily decline of about 4%.

Second, market analysis

Products: The rising price of electricity has always had a positive impact on the market of yellow phosphorus. The impact of the operating rate on the manufacturers was also obvious. The overall market demand for yellow phosphorus increased and the supply of goods increased. As the cost of raw materials increased, Some manufacturers to raise prices. Pre-yellow phosphorus prices continue to rise, the market price volatility in the mainstream market turmoil, due to the price of electricity in late November and welcome the “second wave of price increases” undoubtedly once again impact on the supply of yellow phosphorus, the company can still be shipped, the normal orders. Since January 2018, the downstream transaction has weakened. Most of the manufacturers, due to the sharp turmoil in the pre-phosphoric acid market, are currently holding their wait-and-see attitude. As a result, their willingness to purchase in the downstream market is extremely weak and the domestic phosphorus market is still in a downturn. Based on the pressure from raw material cost, Slight adjustment of the price of phosphorus-based. However, the current continuous weakness in the downstream, poor demand, wait and see attitude heavier. Manufacturers said the price will continue to cut.

Industrial chain: Phosphorite upstream this week, the smooth operation of the market, but individual manufacturers of phosphate rock device is still in the state of shutdown, most of the downstream wait and see strong will, but this week a slight alleviation of phosphate rock shipping tension, phosphate yellow Phosphorus, there is a downward trend, new single slim deal, the downstream market ammonium phosphate prices continued turmoil, although slightly stable trend. However, the volume of new orders remained slim, and the downstream demand for yellow phosphorus continued to be weak.

Third, the market outlook forecast

Chemical Co., Ltd. Business Branch yellow phosphorus analyst Wu Li believes that the recent decline in the domestic market volume of yellow phosphorus, yellow phosphorus cost pressures, high pre-market-based operation, but manufacturers said that since 2018 into the downstream wait and see attitude strong, turnover The amount weakened, the recent price drop slightly, based on the impact of cost pressures, on the whole, the yellow phosphorus market is expected to post or will continue to decline.