I. price trend

According to the data monitoring of business association, as of December 11, the average price of 30% grade phosphate rock in China was about 330-420 yuan / ton based on the quotation of sample enterprises in several mainstream areas. Compared with the price in early December (December 1), the price dropped by 0.8% slightly, and the overall phosphate market was weak and stable.

II. Market analysis

Products: since December, the phosphorus chemical industry market has also entered the most slack season of the year. The phosphorus ore market continues to consolidate and operate, and the market is still weak. Many mining enterprises have limited production and quoted prices. Before the year, the prices were not adjusted, and a small number of mine prices fluctuated slightly. The price of 30% grade phosphate rock was adjusted down by 10-40 yuan / ton, and the market as a whole is still running smoothly. As of December 11, Guizhou currently has a stable market The quotation of 30% grade ammonium phosphate ore in the area is around 330-430 yuan / ton, among which, the quotation of kaiphosphate phosphate ore in Guizhou is reduced, and the factory quotation of 30% grade phosphate ore is around 350-370 yuan / ton; the quotation of Xifeng phosphate ore in Guizhou is stable, the quotation of 30% grade phosphate ore in the area is around 430 yuan / ton, and the factory price of 28% grade phosphate ore in Huifa, Fuquan, Guizhou is around 350 yuan/ The quotation of 28% grade ammonium phosphate ore in Yunnan area is about 280 yuan / ton; the quotation of phosphate ore in Sichuan area is about 230-280 yuan / ton; the quotation of 28% grade phosphate ore in Hubei area is about 340-410 yuan / ton, of which the quotation of 28% grade phosphate ore in Liushugou is about 39 yuan / ton; the quotation of 26% grade high magnesium phosphate ore in Mabian area is about 230-280 yuan / ton 0 yuan / ton.

Industrial chain: since the beginning of December, the overall weakness of yellow phosphorus market has been maintained and operated stably, the on-site construction is still low, the enterprises wait and see the market, the enterprises maintain more orders from old customers, the market price fluctuates slightly, and the current turnover of new spot exchange orders in Yunnan is about 18000-18300 yuan / ton. At present, the phosphoric acid market is temporarily stable, and the overall market has not changed much.

III. future forecast

According to the analysis of the data division of the business association, in the winter, the production of the mine itself is limited, and the downstream demand is general. It is expected that the overall phosphorus ore market in the near future is still weak and stable.

I. price trend

According to the monitoring data of business agency, as of December 10, the latest price of cyclohexanone in China was 7183 yuan / ton, down 2.49% month on month and 34.30% year on year. The domestic market of cyclohexanone is mainly sorted out.

II. Market analysis

Products: at present, domestic cyclohexanone manufacturers have made it clear that there are not many offers. The shipping level of enterprises is around 7200-7300 yuan / ton. Most of them supply supporting downstream production demand, and the inventory level is low. South China’s cyclohexanone market rebounded slightly, following up the upstream trend. The negotiation was delivered with reference to 7900-8000 yuan / ton. The supply of goods decreased to a certain extent, the trend of pure benzene gave cost support, and the procurement of downstream solvent was not fully followed up. The market of cyclohexanone in East China has been consolidated, and the price of pure benzene enterprises has been raised to a certain extent. The price of 7600-7700 yuan / ton is referred for on-site negotiation. Some of the selling prices are slightly higher, and the short-term merchants are waiting for the upstream boost, and the market signs of stop falling exist.

Industrial chain: pure benzene: Asian pure benzene Market: in January, the Buyer intends to buy goods at US $731 / ton FOB South Korea, and in February, the Buyer intends to buy goods at US $705 / ton FOB South Korea. Domestic pure benzene Market: the negotiation of pure benzene market dropped, and the intention of selling decreased. The negotiation reference is 5700-5750 yuan / ton, some of the buying is slightly lower, and the negotiation of far month goods is 5500-5650 yuan / ton. The enthusiasm for replenishment has declined to some extent.

Caprolactam: the US dollar market of caprolactam has maintained consolidation, with stable offers from businesses, light inquiry atmosphere in downstream factories, few actual orders in the market, and the mainstream market negotiation reference is 1190-1210 US dollars / ton. Caprolactam liquid market is relatively strong, and the main real single negotiation price in East China market is 10800-10900 yuan / ton (delivered by acceptance within 6 months), up 300 yuan / ton. Caprolactam business offer up, the focus of market negotiations higher. Downstream buyers are mainly cautious and wait-and-see, and the market trading atmosphere is light.

III. future forecast

On the positive side, there is a certain interest in low price replenishment; the trend of pure benzene has a certain support. On the negative side, the demand for solvent is insufficient; the price of enterprise is low. The upstream pure benzene keeps firm operation, and the downstream caprolactam market goes higher. The business community cyclohexanone analysts expect that the domestic market of cyclohexanone will stop falling clearly, and the price is expected to rise in the short term

1. Trade name: magnesium ingot (9990)

2. Latest price (December 9, 2019): 13983.33 yuan / ton

On December 9, 2019, the ex factory cash price including tax of magnesium ingots (99.9%, non pickling, simple packaging) in main domestic production areas was weak and stable. The specific price range was as follows:

The ex factory spot exchange including tax in fugu area is 13650-13900 yuan / ton; the spot exchange in Taiyuan area is 13800-14000 yuan / ton; the spot exchange in Wenxi area is 13900-14100 yuan / ton; the spot exchange in Ningxia area is 13700-13750 yuan / ton.

3. Key points of analysis: in the near future, the price of magnesium ingot has moved down all the way, and weak operation is dominant. It is reported that the downward market in this round is mainly based on the imbalance between supply and demand, and the overall magnesium ingot Market is oversupplied. Although the heating season starts, the manufacturers are affected by the operating cost and have strong willingness to raise the price. However, due to the too light market trading, low-cost goods often occur. Some manufacturers mainly ship goods on the market based on inventory pressure. At present, traders are cautious in their trading, and the downstream has a strong wait-and-see mentality.

4. Future market forecast: the overall market is weak. It is expected that the price of magnesium ingot will be weak and stable in the near future, and the actual transaction situation in the market will be paid attention to in the later stage.

I. price trend

According to the monitoring data of the business association, as of December 6, the average market price of organosilicon DMC in several mainstream areas monitored by the data is 17333 yuan / ton, which is about 530 yuan / ton higher than Monday (December 2) of this week, with an increase of 3.17%.

II. Market analysis

Product: the silicone market experienced a month long low consolidation period in November, and the upstream and downstream mentality was bearish. In the whole November, the price of silicone DMC market fell almost to the bottom. Some large factories stimulated market demand in early and middle November, and raised their prices twice, but they did not give the market an effective boost atmosphere. Before the middle of November, the market was still weak Trend oriented, until the end of November, the overall atmosphere of the silicone market has recovered, the demand orders have increased, and the inquiry situation of downstream manufacturers and distributors has improved. Some enterprises are ready to prepare goods for December. The long-term low price pressure makes the silicone DMC manufacturers eager to increase, and the expectation is even more impressive.

December is a month that links the past year and the new year for the chemical industry. In this month, not only the market of 2019 will be finished, but also the market forecast of the new year will be started. Since December, the market of organosilicon DMC has broken the “calm”, and the market of organosilicon DMC has begun to rise. On the 4th and 5th, some organosilicon DMC manufacturers The quotation was increased by 200-400 yuan / ton. On June 6, the quotation of Luxi Chemical organosilicon DMC was increased by 400 yuan / ton again, and 17400 yuan / ton of clean water cash was delivered to the price. The shipment was OK. By the end of June 6, the main quotation of organosilicon DMC is around 17200-18000 yuan / ton, and the delivery volume has picked up compared with November. With the increase of replenishment just needed in the downstream, the stock of some manufacturers is tight, which gives the following organosilicon DMC a good space to continue to push up the stock.

Operation of the unit: Luxi Chemical Industry Co., Ltd.: annual production capacity of organic silicon monomer is 80000 tons, and the unit is running smoothly at present; Tangshan Sanyou: annual production capacity of monomer enterprise is 200000 tons, and the unit is in continuous shutdown, with the estimated maintenance time of 10-15 days, and it is expected to restart in the middle of this month; Shandong Jinling: annual production capacity of monomer is 150000 tons, and the unit is running smoothly at present; Zhejiang Zhongtian: annual production capacity of monomer is 120000 tons, and the unit project In the past, the plant has been shut down for maintenance successively; Hubei Xingfa: with an annual output of 180000 tons, 80% of the plant is currently under construction; the manufacturer expects to shut down in mid December for parallel operation, and the capacity after parallel operation will become 340000 tons, and the expected shutdown time will vary from 10 to 15 days; Zhejiang Xin’an: with a total capacity of 340000 tons, the plant is currently running smoothly; Shandong Dongyue: with an annual capacity of 250000 tons, 70% of the unit is currently under construction; Jiangxi Xinghuo: single The annual production capacity of the unit is 400000 tons, and the unit is in full load operation at present; Inner Mongolia hengyecheng: the annual production capacity of the unit is 240000 tons, and 80% of the unit is in operation at present, and there is no maintenance plan for a short time.

Industry chain: this week, the downstream products silicone oil, silica gel and 107 rubber market are strongly supported by cost, and the prices are beginning to rise. The enthusiasm of downstream goods preparation is increasing. Some big customers started to stock up when they saw the price rise at the beginning of last week. Therefore, the upstream inventory pressure has been reduced. At present, some single factories have already sealed the disk, which further drives the subsequent rising voice. Silicone oil and 107 rubber manufacturers At present, under the condition that the shipment status is acceptable, the mentality of follow-up inflation still exists. At present, the ex factory quotation of some 107 rubber manufacturers is around 17500-18500 yuan / ton; the ex factory quotation of dimethylsilicone oil (domestic conventional viscosity) is around 17800-19500 yuan / ton.

III. future forecast

Business analysts think: business analysts think that in early December, on the premise of the support of upstream manufacturers, the price of organosilicon DMC market will rise slightly again in stability, and the situation is slightly optimistic in the short term, but in the long term, the overall market trend is still inseparable from the original upstream and downstream as well as the demand.

On December 4, the fluorite commodity index was 101.17, unchanged from yesterday, down 20.64% from 127.49 (2019-01-03), the highest point in the cycle, and up 105.59% from 49.21, the lowest point on December 18, 2016. (Note: cycle refers to 2011-09-01 to now)

According to statistics, the price trend of domestic fluorite is temporarily stable. As of the 5th day, the average price of domestic fluorite is 2883.33 yuan / ton. In recent years, the domestic fluorite device has been started normally, the mine and flotation device in the field have been started normally, the supply of fluorite in the field is normal, and the price of downstream hydrofluoric acid has been kept low in the near future. For the purchase on demand in fluorite market, the goods in the fluorite field are generally sold, and the price trend of fluorite market is temporarily stable. In the near future, the downstream units are under normal operation, the spot supply of fluorite in the site is sufficient, and the downstream demand of the terminal is not improved, resulting in weak market price. As of the 5th, the price of 97 fluorite wet powder in Inner Mongolia was 2600-2800 yuan / ton, that of 97 fluorite wet powder in Fujian was 2600-2900 yuan / ton, that of 97 fluorite wet powder in Henan was 2600-2900 yuan / ton, that of 97 fluorite wet powder in Jiangxi was 2600-3000 yuan / ton, and that of fluorite remained low.

The price trend of hydrofluoric acid Market in the downstream of fluorite has been fluctuating. As of the 5th day, the price of hydrofluoric acid Market in China was 10500 yuan / ton. The price fluctuation of hydrofluoric acid market has a certain negative impact on the upstream fluorite market. However, the recent operation of hydrofluoric acid plant is general, the demand for fluorite is normal, and the price of fluorite remains low. In the near future, the transaction market of the downstream refrigerant market of the terminal has increased slightly. At present, the automobile industry has entered the cycle of goods preparation. The supply of R22 in China is tight. The market price of R22 in China has increased. The starting load of the manufacturer’s production unit is still not high. The supply capacity of the market source has declined. The downstream air conditioning manufacturer has maintained the demand, but the supply is tight. The price of domestic large enterprises is mainly Flow rose to 13500-14500 yuan / ton. The price trend of R134a market in China has increased slightly, and the unit operating rate of production enterprises has remained low. At present, the automobile industry has entered the stock cycle, and the demand for R134a has slightly improved. However, the supply of R134a in the market is a little tight, the price has slightly increased, and the downstream market has improved. In addition, the recent hydrofluoric acid market has a rising trend, so the fluorite market may be well supported.

On the whole, the market of downstream refrigerant industry has improved, the supply of fluorite in the North has declined gradually, and the recent market of hydrofluoric acid has a rising trend. According to Chen Ling, an analyst of business agency, the market price of fluorite may rise slightly.