On October 27, the rare earth index was 675 points, up 21 points from yesterday, down 32.50% from the highest point of 1000 points in the cycle (December 6, 2011), and up 149.08% 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 sharply, the price of domestic light rare earth praseodymium neodymium series rose sharply, the price of praseodymium neodymium oxide rose by 35000 yuan / ton to 720000 yuan / ton, the price of praseodymium neodymium metal rose by 20000 yuan / ton to 865000 yuan / ton, the price of praseodymium oxide rose by 45000 yuan / ton to 745000 yuan / ton, and the price of neodymium oxide rose by 30000 yuan / ton to 725000 yuan / ton, The price of praseodymium metal increased by 22500 yuan / ton to 950000 yuan / ton, the price of neodymium metal increased by 20000 yuan / ton to 865000 yuan / ton, the price of dysprosium oxide increased by 40000 yuan / ton to 2.8 million yuan / ton, the price of dysprosium ferroalloy increased by 40000 yuan / ton to 2.78 million yuan / ton, the price of dysprosium metal increased by 60000 yuan / ton to 3.605 million yuan / ton, the price trend of domestic light rare earth market increased sharply, and the recent procurement is general, The price trend of praseodymium and neodymium is mainly rising. Recently, the price of dysprosium in the domestic heavy rare earth market is rising, the price of terbium is rising, and the downstream purchase is mainly on demand. Myanmar prohibits export. It is expected that the price trend of domestic rare earth market will rise in the later stage.

Market price trend chart of nitric acid

Nitric acid price curve

According to the monitoring of business agency, the average price of concentrated nitric acid in China was 3430 yuan / ton on October 22 and 3353 yuan / ton on October 25, down 2.24%.

On October 26, Anhui Jinhe quoted 3200 yuan / ton, and the quotation of concentrated nitric acid decreased by 200 yuan / ton compared with last week; On October 25, Wenshui Synthetic Chemical Co., Ltd. offered 3460 yuan / ton of concentrated nitric acid, which was 230 yuan / ton lower than that of last week. The plant was ready to stop production for maintenance; On October 25, the ex factory quotation of Shaanxi Xinghua Chemical concentrated nitric acid was 2950 yuan / ton, which was the same as that of last week; On October 25, Hongze Yinzhu Chemical Group Co., Ltd. / Huai’an daimengte Chemical Co., Ltd. quoted 3200 yuan / ton of concentrated nitric acid; On October 26, Anhui Audley concentrated nitric acid quoted 3150 yuan / ton, a decrease of 250 yuan / ton compared with last week. The supply of nitric acid has recovered, the goods are generally sold in the market, and the price of concentrated nitric acid is mainly reduced.

The price of aluminum fluoride rose on October 25

According to the data of business agency, the domestic price of aluminum fluoride was 11766.67 yuan / ton on October 25, up 2.92% from 11433.33 yuan / ton on the previous trading day (October 22); Compared with the price of 10100.00 yuan / ton on October 1 at the beginning of the month, an increase of 16.50%; On the 25th, the trend of aluminum fluoride continued to rise.

Industry chain Market

According to the monitoring of business society, the market of hydrofluoric acid rose on the 25th, and the cost of aluminum fluoride rose; Aluminum fluoride has a strong upward momentum.

According to the monitoring of business society, on the 25th, the high price of electrolytic aluminum fell, the high price of aluminum fell, the downstream demand became colder, the positive and negative for aluminum fluoride weakened, and the downward pressure on aluminum fluoride increased.

Market overview and forecast

Analysts of aluminum fluoride industry of business agency believe that: on the 25th, the price of hydrofluoric acid, a raw material of aluminum fluoride, continued to rise, and the cost of aluminum fluoride remained supported; However, the high price of downstream electrolytic aluminum fell, the demand for aluminum fluoride was cold, the downstream support of aluminum fluoride was insufficient, and the downward pressure of aluminum fluoride increased. Generally speaking, the upward momentum of aluminum fluoride is still increasing, and the downward pressure is increasing. It is expected that the price of aluminum fluoride will rise slightly in the future.

Trade name: urea

Latest price (October 22): 3108.33 yuan / ton

On October 22, the ex factory quotation of domestic urea was temporarily stable, which was temporarily stable compared with that on October 22, with a year-on-year increase of 81.42%. The prices of upstream coal and liquefied natural gas have risen sharply recently, with strong cost support. From the perspective of demand: the demand increases, the agricultural demand begins to prepare fertilizer, the industrial demand rises, the demand for urea in the downstream compound fertilizer and rubber plate plants increases, and the operating load rate of melamine enterprises remains at a high level. Most of them follow up with the acquisition and use of an appropriate amount. In terms of supply, urea has entered the centralized maintenance period, the supply has decreased, and the daily output of urea is about 140000 tons. Internationally: China’s Urea Export began to be limited, or further pushed up the international urea price. On the whole, the urea cost support is strengthened, the downstream demand is increased, the urea supply is reduced, and the supply is in short supply.

In the future, the ex factory price of domestic urea is expected to rise slightly: the average price quoted by the manufacturer is about 3150 yuan / ton.

Trade name: chloroform

Latest price (October 21): 5625 yuan / ton

Key points of analysis: according to the monitoring of business agency, the price of chloroform in Shandong was 5625 yuan / ton on the 21st, up 5.14% from the previous day. After the festival, the start-up of domestic methane chloride units continued to remain low, coupled with the sharp rise in the prices of raw materials methanol and liquid chlorine, and the price of trichloromethane rose under the support of cost. According to the monitoring of business agency, as of October 21, the spot exchange of trichloromethane apron of Shandong Luxi Chemical Co., Ltd. had left the factory at 6000 yuan / ton; Shandong Jinling trichloromethane apron ex factory in spot exchange is 5500 yuan / ton. However, in late autumn and off-season, the downstream demand for chloroform is weak.

Future forecast: the prices of raw methanol and liquid chlorine are high, with strong cost support. However, recently, the price of coal futures has retreated, which has a negative impact on raw methanol. It is expected that the price of chloroform will remain high in the short term and return to rationality in the medium and long term.