According to the data monitored by the business agency, at the beginning of this week, the quotation of domestic first-class industrial potassium nitrate was 4262.50 yuan / ton, and at the end of this week, the quotation of domestic first-class industrial potassium nitrate was 4375.00 yuan / ton, up 2.64%. The current price has increased by 4.17% month on month, and the current price has increased by 0.57% year on year.

This week, the domestic potassium nitrate market rose, the market supply was at a low level, and the manufacturer led price rose, with an increase of 100-200 yuan / ton. The overall supply is still tight, the downstream market purchases on demand, potassium nitrate market continues to rise, according to business statistics: this week, the domestic mainstream manufacturers of potassium nitrate quoted 4100-4600 yuan / ton (quotation for reference only), according to the different procurement situation, the quotation is different.

Recently, the quotation of potassium chloride mainstream manufacturers is at a high level: on April 16, the potassium chloride equipment of Qinghai Salt Lake Potash Fertilizer Co., Ltd. operated normally. The ex factory quotation is about 2350 yuan / ton, the quotation is temporarily stable, and the actual transaction price is mainly through negotiation. On April 16, Anhui Badou Chemical Co., Ltd. quoted about 2650 yuan / ton for potassium chloride distribution, which was temporarily stable, and the actual transaction price was mainly through negotiation. Recently, the market of potassium chloride has been consolidated at a high level. The arrival of new sources of frontier trade is relatively slow, and the cost support is good, which supports the rise of potassium nitrate Market.

The domestic potash market supply is relatively tight, and the new port supply is not sufficient. It is expected that the potassium nitrate Market will rise mainly in the short term, and the long-term market still needs to wait and see. (the above prices are provided by the main manufacturers of potassium nitrate all over the country and sorted out and analyzed by the potassium carbonate analysts of the business society. They are for reference only. For more price details, please contact the relevant manufacturers for consultation).

According to the data monitoring of business news agency, the engineering plastics sector was in shock operation in the first half of April, with the overall performance of falling after rising. As of April 15, only PC remained rising in the price rise and fall list of engineering plastics in the business community within half a month. There were 3 kinds of falling commodities and 0 kinds of rising and falling commodities. The main commodities rising were PC (+ 6.73%); the main commodities falling were PA6 (- 2.89%), PA66 (- 3.59%) and pet (- 1.63%). The average rise and fall in half a month was – 0.34%.

It can be seen from the data that in the first ten days of April, the engineering plastics products rose less and fell more. Among the four commodities in the plate, three of them fell below the average price level at the beginning of the month. Only PC still maintained a strong operation, and the increase rate was considerable. While the fundamentals of other products are fairly stable, they have all declined to varying degrees. It can be seen from the comparison that in early April, the engineering plastics sector showed an independent rise and the overall upward market was blocked. Here are the details:

PC entered a record high, up more than 11% in one month

The PC market seems to be strong after the festival. As of April 15, the PC market comprehensive price monitored by the business community was 29066.67 yuan / ton, which broke through the historical high. The average price level increased by 11.08% compared with the same period last month, with an increase of about 3000 yuan / ton. The upstream bisphenol a market is still in short supply and reluctant to sell. The spot reference negotiation is about 29600-29700 yuan / ton. And the inventory position is on the low side, and the expectation of rising in the future is still there. In the upstream raw materials continue to rise in the state, the domestic PC market high run for many days, continued to rise in April. At present, the rise of the overall market has slowed down, and the PC market has entered the digestion stage. The downstream follow-up is relatively slow and the purchasing operation is cautious. The production and trade traders are active in shipping, and the attitude of price support is obvious.

Weak supply and demand, high cost pressure in PA66 industry

At present, PA66 and PC are also affected by the shortage of upstream raw materials, but the market trend is not the same. According to the data of the business club’s block list, the domestic PA66 market had a high callback in the first half of April, and the spot prices of various brands were mostly reduced. As of April 15, the average offer price of PA66 medium viscosity injection molding sample enterprises was about 41400 yuan / ton, with a decrease of 3.50% compared with the average price at the beginning of the month and a rise of 97.14% compared with the same period last year. The price range was at a new high in history. The impact of cold disaster in the United States and epidemic situation in Europe and the United States on the supply of PA66 upstream products continues, and the improvement is slow. Among them, the shortage of adironitrile, which is more dependent on import, has an obvious impact on the medium-term market. Domestic imports of adiponitrile and hexanediamine remained low. And the price is high.

Due to the continuous shortage of raw materials, almost all domestic PA66 enterprises, such as Pingdingshan Shenma and Zhejiang Huafeng, are struggling to make bricks without straw, and the overall operating rate of the industry is stable to about half. At the same time, it also causes the enterprise to continue the strategy of no quotation without pressure on inventory, and the shipment mainly meets the old contract customers. The upstream price position is high, and the domestic PA66 price range is still high in the first half of the month. However, the spot offer on the floor has fallen down compared with that before. The continuous cost pressure on the downstream makes the end users complain endlessly, the purchasing strategy is more cautious, and the spot trading on the floor shows an increase in small orders. The decrease of trading power caused price fluctuation to a certain extent. At present, there is no improvement opportunity for the shortage of raw materials in the short term, and the high pressure on the market cost side is worrying. PA66 market is expected to remain high in the short term.

Weak demand, cumulative PA6 inventory decline has continued for more than a month

According to the data of the business club’s block list, the domestic PA6 market continued its high decline trend in the first half of April, and the spot price mostly decreased. As of April 15, the mainstream offer price of sample enterprises for CNMC 2.75-2.85 was about 14566.67 yuan / ton, a decrease of 2.89% compared with the average price at the beginning of the month, and a rise of 38.73% compared with the same period last year. The upstream caprolactam supply continued to be abundant. Although the cost side support was still strong, the contradiction between supply and demand in the market put pressure on the market, and the domestic spot price continued to callback. The operating rate of manufacturers remains high, and the on-site supply may continue to accumulate. Although it is about to enter the peak season of maintenance, in order to ease the current situation of oversupply, we need to wait for the maintenance of major factories to start at the end of the month.

The price of caprolactam continued to fall, the cost support of PA6 was weakened, and the market continued to decline. At present, the decline of PA6 market has lasted for more than a month. In addition to the weakening of upstream price, another important factor comes from PA6 industry itself. At present, domestic PA6 supply is strong, demand is weak, market transaction power is insufficient, and trading is poor, which is a drag on the focus of offer. Traders and factories began to accumulate inventory, and the high inventory and the drop of spot reduced the profit of polymerization plant. Recently, the profit situation of domestic polymerization plants is not good, and most manufacturers have negative profit situation, which leads to the passive reduction of negative profit of some units. At present, the operating rate of the industry has dropped to 70%, and it is likely to continue to decline. Currently, the fundamentals of PA6 are bad, and it is expected that the price of PA6 will continue to decline.

Lack of demand power, pet supply and demand deadlock, up and down dilemma

Compared with other engineering plastics products, the current pet market atmosphere is a little colder. According to the data of business news agency, as of April 15, the quotation of pet water bottle manufacturers was 7050.00 yuan / ton, and the market focus of PET bottle chips declined, which was 1.63% lower than the average price level at the beginning of the month. The price trend was stable and weak. Ethylene glycol in the upper reaches fluctuated downward, with high inventory and slow digestion. Pet cost support is insufficient, and some factories slightly reduced 50-100 yuan / ton. Weak downstream demand, limited number of new orders, on-site supply and demand deadlock, up and down dilemma.

Future forecast

In addition to the stable price support of some upstream raw material import dependent products, engineering plastics products rose less and fell more in the first half of April. Overall, engineering plastics plate in the early period of the market, the products of different degrees of digestion or market, now has entered the overall up after finishing stage. On April 15, the engineering plastics index of Shangshe was 1078 points. On the macro level, the index range was still at a high level, and there was little fluctuation in half a month. However, the fundamental performance of various products is different, which makes the supply of the next maintenance season tighter and the market more uncertain. It is expected that in the second half of April, Tong engineering plastics products will maintain the digestion and finishing market.

1、 Price trend

According to commodity data monitoring, the price of Yunnan Guizhou yellow phosphorus rose this week. The average price of yellow phosphorus was 16900 yuan / ton last Thursday and 17366.67 yuan / ton this Thursday, with a slight increase of 2.76%.

2、 Market analysis

This week, the domestic market price of yellow phosphorus rose. Affected by environmental factors, Yunnan’s large factories stopped, the spot of yellow phosphorus was tight, in addition, the downstream stock was prepared before the festival, the price in the yard rose, and the transaction price of new orders was higher. Up to now, the mainstream price of yellow phosphorus in Yunnan is about 17200-17500 yuan / ton; the mainstream price in Sichuan is about 17500 yuan / ton; the mainstream price in Guizhou is about 17100 yuan / ton.

In terms of raw materials, the domestic phosphorus ore market as a whole remained stable and high by the 14th. It was heard that the mine factory had the idea to continue to move towards the high end for the actual price of new orders. At present, the price of 30% grade ammonium phosphate ore in Guizhou is about 400-440 yuan / T, and the price of 22% grade ammonium phosphate ore in railway station is 200-240 yuan / T. the factory price of 30% grade ammonium phosphate ore in Hebei is 570 yuan / T- The price of 28% grade phosphate ore in Guangxi is around 350-380 yuan / ton.

In terms of coke, on the 13th, some coking enterprises started the first round of price increase, with an increase of 110 yuan / ton for dry quenching and 100 yuan / ton for wet quenching. According to the price monitoring of business association, the price of secondary metallurgical coke in Shanxi is 1880 yuan / ton. Port: origin inventory continued to transfer to port, port inventory rose for six consecutive weeks. The market price of port coke in Shandong increased by about 30 yuan / ton today. At present, the mainstream ex warehouse price of quasi first-class metallurgical coke in port area is about 2150 yuan / ton, and the price of first-class coke is 2250 yuan / ton. With the increase of inquiries in the port market, the trading volume has picked up, some transactions have been made, and the mentality of traders has improved.

Downstream, the phosphoric acid market rose slightly. As of April 13, the quotation in Sichuan was about 4850-5550 yuan / ton, that in Yunnan was about 5200-5400 yuan / ton, that in Beijing was about 4800 yuan / ton, that in Hubei was about 5200-5400 yuan / ton, that in Tianjin was about 5900 yuan / ton, and that in Henan was about 5300-5900 yuan / ton. Some enterprises adjusted the price by 100-150 yuan / ton, and the center of gravity moved up. Overall, the phosphoric acid market is stable and strong.

3、 Future forecast

Yellow phosphorus analysts from the chemical branch of business society believe that the price of yellow phosphorus will rise this week. At present, the spot in the yellow phosphorus yard is tight, the downstream stock preparation is more active before the festival, coupled with the warmer coke delivery and investment, the price of phosphoric acid rises. It is expected that the price of yellow phosphorus will rise steadily in the short term.

According to the data monitoring of the business agency, as of April 14, the average factory price reference of domestic butanone market was 8666 yuan / ton. Compared with the previous working day (the reference average price of butanone on the 13th was 8166 yuan / ton), the average price increased by 500 yuan / ton, or 6.12% in a single day; compared with the reference average price of butanone on the 1st (8033 yuan / ton), the average price increased by 633 yuan / ton, or 7.88%.

Butanone rises in half month with export support

Before the Qingming Festival, the domestic butanone market rose slightly, the transaction atmosphere of butanone market was low, the purchase of downstream factories was difficult to improve, and the overall inventory pressure of domestic factories remained unchanged. After the Qingming Festival, the butanone market continued to rise slightly, but the market transaction atmosphere was still tepid, and the domestic downstream demand continued to be cold. On August 9, the butanone price fluctuated downward, and then the market continued to be weak.

Until Monday (12th), butanone export gave some support to the market, butanone market began to rise, the market transaction atmosphere improved, and the overall inventory pressure of domestic factories decreased. On the 14th, affected by the parking of butanone factories in East China and the support given by the continuous increase in exports, the spot supply of butanone in the yard was tight, and the ex factory price of butanone rose sharply, and a certain factory in Shandong Province The factory’s ex factory price of butanone rose to 8800 yuan / ton, 7000 yuan / ton higher than that on the 12th of the week. At present, the phenomenon of market closure is increasing. On the 14th, the factory price reference of domestic butanone was around 8500-9000 yuan / ton, and the average price reference was 8666 yuan / ton. Compared with the 13th, the daily increase was more than 6%, and compared with the beginning of the month, the cumulative increase in half a month was 7.88%.

According to the business news agency, the following is the reference price of butanone in some parts of China in April

The price of products rose and fell from April 1 to April 14

Butanone: RMB 7800-8000 / T RMB 8800-8900 / T + 1000

Butanone: RMB 8000-8300 / T RMB 8800-9000 / T + 800

Butanone market is mainly stable in the short term and still has action power in the long term

At present, the recovery of domestic butanone terminal downstream is still relatively slow, and the operating rate of downstream factories is low as a whole. Butanone prices are mainly supported by exports, while domestic downstream support is weak. At present, butanone factories pay more attention to export orders. Therefore, butanone analysts of business society predict that the probability of butanone market prices to continue to rise sharply in the short term is small, and most of them will maintain high and stable operation until April At the end of the month and the beginning of May, the downstream entity manufacturing industry recovered on a large scale, the time to stimulate domestic demand for butanone came, the action power of butanone market increased, and the market price is expected to rise again.

1、 Price trend

According to the data of the business club’s block list, the average ex factory price of powdered monoammonium was 2566 yuan / ton on April 6 and 2566 yuan / ton on April 9, which remained stable this week.

According to the data of the business club’s block list, on April 6, the average ex factory price of 64% diammonium was 3150 yuan / ton, and on April 9, the average ex factory price of 64% diammonium was 3150 yuan / ton, which remained stable this week.

2、 Market analysis

This week, the market of monoammonium phosphate was temporarily stable, and the domestic price remained unchanged. The price remained high and firm, the operating rate dropped, and the business owners issued early orders. The ex factory price of 55% powdered ammonium is 2400-2550 yuan / ton, and that of 58% powdered ammonium is 2550-2650 yuan / ton. It is mainly based on actual negotiation. This week, the trading atmosphere of map was general, and the downstream was purchased on demand, with a wait-and-see attitude.

This week diammonium phosphate deadlocked operation, mainly export-oriented, weak domestic market. This week, the maintenance of some enterprises’ devices was completed, and the operating rate was slightly improved. Spring ploughing has come to an end, and there are many enterprises waiting to develop. This week, 64% of the domestic mainstream of diammonium factory offer 3100-3200 yuan / ton, the actual negotiations. The domestic market is flat and the export market is active.

In terms of raw materials, the current domestic reference price of raw material sulfur is 1443 yuan / ton, and the market is slightly consolidated. After the Qingming Festival, many phosphate rock producing areas in China, including Guizhou, Guangxi, Hebei and other regions, have greatly increased the ex factory price of phosphate rock. Downstream exports are good support, and phosphate rock is mainly in strong operation this week.

3、 Future forecast

Business community ammonium phosphate analysts believe that at present, the cost of raw materials for ammonium phosphate is high, and the downstream demand is limited. Now diammonium phosphate is mainly exported, domestic spring ploughing is coming to an end, and the supply and demand are in balance. It is expected that monoammonium phosphate will keep stable operation in the short term, while diammonium phosphate may be adjusted in a narrow range.