The price of titanium concentrate in Panxi area decreased slightly this week. The titanium ore market in Yunnan is relatively cold, the market inquiry is general, manufacturers mostly deliver early orders, and the downstream wait-and-see mood is strong. Up to now, the tax free quotation of 38 grade titanium ore is about 1430-1500 yuan / ton, that of 46 grade 10 titanium ore is about 2280 yuan / ton, and that of 47 grade 20 ore is about 2500-2550 yuan / ton.

Titanium concentrate analysts of business society believe that the downstream titanium dioxide enterprise market is relatively cold, the downstream wait-and-see mood is strong, mainly purchasing on demand, and the overall market is weak and stable. It is expected that the price of titanium concentrate will still be reduced slightly in the short term, and the actual transaction price will be mainly discussed.

Trade name: sulfur

Latest price (November 17): 2103.33 yuan / ton

Key points of analysis: according to the price monitoring of business society, the price trend of sulfur in East China is stable today, and the quotation of domestic refineries is flat compared with that of the previous working day. At present, the inventory of refineries in China remains low, the downstream procurement is mainly on demand, the enterprise shipment is smooth, the low price of the port is difficult to find, which gives a certain support to the sulfur market in the field, and the sulfur price is high. However, the downstream winter fertilizer storage has not yet started, the market demand is weak, and the end consumption does not support enough sulfur. The industry holds a wait-and-see attitude towards the future market.

Future forecast: the short-term sulfur market is temporarily stable and wait-and-see.

1、 Trend analysis

As shown in the figure above, copper prices rose slightly on the 16th, with the spot price of 71828.33 yuan / ton, up 0.41% from the previous day. The main Asian market of Shanghai copper weakened, opening at 70910 yuan in the morning, and finally the price weakened, reaching a minimum of 70210 yuan and closing at 70360 yuan.

Copper supply and demand are both weak, low inventory supports copper price, copper fundamentals are good, and there is support below in the short term. However, at present, the short trend of industrial products is maintained, the market sentiment is pessimistic, and the weak total demand suppresses the price. After the weakening of power rationing, the operating rate rebounded slightly, but the poor production and sales of real estate affected the overall demand. It is expected that the short-term copper price is still dominated by shock and fluctuation.

Product Name: silicone DMC

Latest price (November 15): 31920 yuan / ton

Key points of analysis: according to the data monitoring chart of business society, on November 15, the overall domestic silicone DMC market moved downward slightly. On the 15th, the factory quotation of domestic silicone DMC was around 31000-33000 yuan / ton, and the average price was 31920 yuan / ton. Compared with the previous working day, the average price was reduced by 230 yuan / ton, a decrease of 0.72%. At present, the silicone DMC market operates with a slight shock, and the downstream demand is still cautious, focusing on just needed procurement.

Future forecast: at present, the trading atmosphere of organosilicon DMC is acceptable. The organosilicon DMC data division of business society believes that in the short term, the domestic organosilicon DMC market is mainly consolidation and operation, and more attention should be paid to the trend changes of supply and demand.

According to the data monitoring of business agency, the average ex factory price of LLDPE (7042) in East China was 8920.00 yuan / ton on November 7 and 8990.00 yuan / ton on November 12. The increase rate in the week was 0.78%, down 2.81% compared with October 1.

According to the data monitoring of business agency, the average ex factory price of LDPE (2426h) in East China was 11937.50 yuan / ton on November 7 and 12312.50 yuan / ton on November 12. The increase rate in the week was 3.14%, down 5.01% compared with October 1.

According to the data monitoring of business agency, the average ex factory price of HDPE (5000S) in East China was 8833.33 yuan / ton on November 7 and 8833.33 yuan / ton on November 12. The price was stable during the week, down 5.36% compared with September 1.

In November, the trend of domestic polyethylene spot market improved. LLDPE and LDPE in East China fell first and then rose, the overall focus moved upward, HDPE fell first and then stabilized, and the price decreased in a narrow range. In this week, the LDPE market increased significantly. LLDPE also increased slightly driven by the rise of the futures market, and HDPE prices remained stable. This week, most petrochemical enterprises raised the ex factory quotation by about 50-350 yuan / ton, and the cost support was acceptable. The shock rise of Liansu futures market has brought a certain boost to the spot market. In terms of demand, the current greenhouse film is in the peak production season, but the off-season of pipe demand is coming. Overall, the market transaction atmosphere is mild, terminals enter the market on demand, merchants follow the market, and prices rise.

Liansu futures fluctuated upward this week, which gave a certain boost to the spot market. On November 12, the opening price of polyethylene futures 2201 was 8965, the highest price was 9138, the lowest price was 8887, the closing price was 9016, the former settlement price was 8887, the settlement price was 9042, up 129, or 1.45%, the trading volume was 801683, the position was 279321, and the daily position was increased by 26185. (quotation unit: yuan / ton)

At present, the overall transaction in the market is mild, and there is no obvious pressure on the manufacturer’s inventory. Driven by the tight supply of high-pressure varieties, the prices in some regions have increased. On the whole, the trend of the three PE spot varieties has improved. In addition, the shock rise of Liansu futures market has brought a certain boost to the spot market. PE spot market is expected to be dominated by short-term or narrow range shocks.