1、 Price trend

2、 Market analysis

According to the data of the business agency, the domestic potassium sulfate market fell in September, and the spot prices of various brands were lowered. As of September 29, the average price of 50 domestic potassium sulfate granules was 4300 yuan/ton, up or down by -10.42% compared with the average price at the beginning of the month.

This month, the domestic potash fertilizer market atmosphere was weak, and the momentum was insufficient. The operating rate of Mannheim type potassium sulfate enterprises remained low. In the second half of the month, some enterprises, such as SDIC Luoke, increased their load by producing autumn compound fertilizer, but the industry load was still adjusted by a narrow margin around 23%. Although the supply of potassium sulfate enterprises is low, there are abundant goods on the market, and it is difficult for the supply side to support the spot goods. The upstream potassium chloride fell continuously. At the end of the month, the pricing information of the big factories was released next month, and the market stabilized. The border trade and port cargo volume remained high in the middle of the month. Imported and domestic goods filled the domestic inventory at the same time, and the shipping and shipment situation was poor. Downstream enterprises, such as potassium carbonate and potassium nitrate, have been slow in purchasing, and businesses have lost money and dumped goods. Potassium chloride does not support processing potassium sulfate enterprises well. Downstream consumption is weak, the flow of compound fertilizer goods in the third quarter is slow, the sales pressure in the north is more prominent, and the market supply is under pressure from many parties. The mentality of businessmen is weak, and the market offer is low.

3、 Future market forecast

According to the potassium sulfate analysts of the business community, the domestic potassium sulfate market fell in September, and the potassium chloride market stabilized after falling. The domestic potassium sulfate cost support is weak, the supply side is sufficient, and the demand side follow-up is poor. It is expected that the domestic potassium sulfate price will operate at a low level due to the continuous poor demand in the short term.

Trade name: urea

Latest price (September 28): 2553 yuan/ton

On September 28, the comprehensive price of domestic urea was temporarily stable, unchanged from that on September 27, and down 9.36% year-on-year. The upstream anthracite price rose slightly, with good cost support. Agricultural demand is small, and industrial demand is gradually expanding. The production of rubber sheet plants is low, and the purchase of rigid demand is the main demand. The production of compound fertilizer plants is increasing, and the demand for urea is slightly increasing. The price of melamine rose slightly, and the enthusiasm for urea procurement was good. In terms of supply, the daily urea production decreased slightly due to the short shutdown of units in some regions.

In the future, the domestic urea market price is expected to rise slightly, with the average market price at about 2570 yuan/ton.

According to the monitoring of the business community, the average price of paraformaldehyde production in Shandong was 5366 yuan/ton on September 27, and 5450 yuan/ton on September 19, down 1.53%.

Affected by the methanol price in some areas, the price of paraformaldehyde has declined, and the market demand for paraformaldehyde is average. The paraformaldehyde analysts of the business community predict that the price may decline.

On September 26, the price of acetic acid in East China was 3140.00 yuan/ton, an increase of 0.88% over the previous working day. At present, the acetic acid plant in the market is operating normally, with load production, and the supply of goods is sufficient. There is no improvement in downstream purchasing, but it is mainly followed up as needed. The overall market transaction is average, and transportation is blocked near the National Day holiday. Considering the downstream demand for goods, the price of the holder is raised, the focus of the on-site negotiations is moved up, the overall supply is weak, and the increase of acetic acid is limited, It is expected that the short-term acetic acid market will be organized and operated in a range, and the price will fluctuate slightly. The specific attention will be paid to the market transaction.

The price of aluminum fluoride rose slightly this week

According to the data of the business agency, the price of aluminum fluoride rose sharply this week, and the aluminum fluoride market rose. As of September 23, the average price of aluminum fluoride in China was 10950 yuan/ton, up 1.62% from 10775 yuan/ton on September 16 last weekend. On September 22, the aluminum fluoride industry chain index was 112.39, down 0.05 points from yesterday, 18.81% from the cycle’s highest point of 138.43 (2021-11-25), and 72.22% from the lowest point of 65.26 on November 24, 2015. (Note: the cycle refers to the period from December 1, 2011 to the present).

The price of raw materials is temporarily stable this week

According to the monitoring of the business community, the price of fluorite rose slightly in September, and this week the price of fluorite was temporarily stable; In September, the price of hydrofluoric acid fell slightly, and this week, the price of hydrofluoric acid still fell. The cost of raw materials is limited, and the overall cost of aluminum fluoride is stable.

Downstream market improved

According to the monitoring of the business community, as of September 23, the price of cryolite was 7725 yuan/ton, up 0.65% from the price of 7675 yuan/ton on September 16 last weekend. The cost pressure of cryolite enterprises was high, the manufacturer’s inventory was low, and the cryolite market was high and firm.

According to the monitoring of the business community, as of September 23, the price of electrolytic aluminum was 18680 yuan/ton, down 1.18% from 18903.33 yuan/ton on September 16. Recently, Yunnan electrolytic aluminum enterprises have limited power supply and reduced production, while Sichuan electrolytic aluminum enterprises have started to recover. The limited power supply and production reduction under the aluminum price provide support. The downstream demand is limited, and the support for the rise of electrolytic aluminum is insufficient. This week, the price of electrolytic aluminum has declined slightly, and the electrolytic aluminum market has been adjusted at a high level.

Market overview and forecast

Analysts from the aluminum fluoride industry of the business community believe that: the price of aluminum fluoride raw materials has stabilized, the cost support of aluminum fluoride is limited, the inventory of aluminum fluoride enterprises is low, the price of cryolite has risen slightly, and the supply of aluminum fluoride is relatively tight. It is expected that the aluminum fluoride price will be strong and stable in the future.