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.

1、 Price trend

According to the monitoring data of business agency, the average ex factory price of domestic ammonium sulfate was 1170 yuan / ton on October 1 and 1905 yuan / ton on October 31. The price of ammonium sulfate increased by 62.96% this month.

2、 Market analysis

Ammonium sulfate market rose strongly this month. In the first half of October, during the national day, the market of ammonium sulfate was stable. After the festival, the price of ammonium sulfate rose slightly under multiple favorable conditions. The market situation of coking grade ammonium sulfate is good, the supply side is tight, new orders are increased, and downstream procurement is active. The market performance of hexene grade ammonium sulfate is better. In some enterprises, there are few devices in stock for maintenance. In the second half of October, the price of ammonium sulfate began to rise sharply, ranging from 500-1000 yuan / ton. The domestic market is good, and many enterprises raise prices. Foreign demand is booming and orders are increasing. Due to good demand and tight supply, ammonium sulfate keeps rising. The mainstream factory quotation of ammonium sulfate in Shandong is 2000-2200 yuan / ton, that in Hebei is 1900-2150 yuan / ton, and that in Shanxi is 1600-2200 yuan / ton. Near the end of the month, the downstream has resistance to the high price of ammonium sulfate, and the new orders are reduced. The price rise of ammonium sulfate slowed down. Some enterprises cut prices to ensure stable shipment.

The downstream compound fertilizer market rose and fell this month, with little fluctuation. In the first half of October, the market of compound fertilizer rose steadily, with a fair trend. The price of urea, the raw material of compound fertilizer, rose, and the cost support was good. However, the trading volume is average, and they hold a wait-and-see attitude. Post finishing operation is the main task. In the second half of October, the market of compound fertilizer was unstable, and some enterprises suspended their quotation. The terminal purchases on demand, the trading volume is general, and the market of compound fertilizer fluctuates slightly. The price of raw urea fell first and then rose, the phosphate fertilizer market fell, and the potassium fertilizer rose steadily. The Hefei Conference on phosphorus recovery is about to be held, and the industry is waiting for policy guidance.

3、 Future forecast

The ammonium sulfate analyst of business society believes that due to the impact of environmental protection, production restriction and dual control, some enterprises have equipment maintenance, reduced supply and tight supply. At present, the demand side is OK, but the downstream is resistant to high prices, and the on-site attitude is obvious. It is expected that the price of ammonium sulfate will fall in the short term. It is suggested to pay attention to the changes in supply and downstream demand.

1、 Price trend

Latest price (October 28): 10625 yuan / ton

Key points of analysis: on October 28, PVC futures stopped falling and rebounded. The opening price of the main contract 2201 was 90750 and the closing price was 9545, an increase of 1.27%, while the spot market price continued to decline, with a daily decrease of 4.06%. The price was as low as 10000 yuan. The market quotation was chaotic. Most of them were single discussions. The overall trading in the market was tepid and the wait-and-see mood remained unchanged.

Forecast: the PVC market is expected to remain weak in the short term.