The acetone market continued to decline in the early morning of the 29th, and the atmosphere in the market was difficult to change in the afternoon. So far, the offer has fallen to 6400-6500 yuan / ton. Currently, the attitude of the cargo holders is under pressure, and the offer is high and low. However, the terminal purchasing is more wait-and-see, the sentiment of purchasing and replenishing in the market is obviously insufficient, and the trading atmosphere in the market is general. Affected by the sharp decline in the East China market, South China and Shandong and other regions also declined significantly, with insufficient participants and limited hearing of the firm offer.

According to the monitoring data of business news agency, the market offer in East China was 8850 yuan / ton on December 1, and 6450 yuan / ton (6400-6500 yuan / ton) on December 29, with a market drop of 27.12%. In terms of factories, the mainstream price of Sinopec in North China was 7200 yuan / ton, and the offer of Yangzhou Shiyou and Zhejiang Petrochemical was adjusted to 7000 yuan / ton.

In the downstream market, the operating rate of MMA, MIBK and other products in the industry has declined, and some factories have plans to take holidays in advance near the end of the new year. The focus of bisphenol a market has fallen sharply, and the current market reference price has dropped to 13400 yuan / ton. Today, there are few market offers, and the transaction has not been heard. Most factories have suspended offers, and the support of terminal resin industry has also declined significantly, It is difficult for bisphenol a market to change under the industrial chain.

At present, both the upstream and downstream of the products are in a downward trend. The operating rate of terminal factories is declining near the end of the year, and the purchasing intention is gradually declining. The business community expects that the short-term weakness of the East China market will be maintained, and the negotiation is expected to be at 6400 yuan / ton.

According to statistics, the price trend of domestic fluorite rose in December. By the end of the month, the average price of domestic fluorite was 2718.89 yuan / ton, 3.91% higher than 2616.67 yuan / ton at the beginning of the month, and 6.07% lower than the same period last year.

In December, the price of fluorite rose. Recently, the manufacturers reported that the order situation of fluorite was general, the shipping situation of the merchants on the floor was normal, the supply of fluorite on the floor was slightly tight, and the price on the floor rose. The operation of domestic fluorite manufacturers is stable, the start-up of mines and flotation units in the fluorite yard has declined, the delivery of fluorite in the fluorite yard is general, and the fluorite market price has risen slightly. By the end of December, the price of 97 fluorite wet powder was 2500-2700 yuan / ton in Inner Mongolia, 2600-2800 yuan / ton in Fujian, 2600-2800 yuan / ton in Henan and 2600-2800 yuan / ton in Jiangxi. The price of 97 fluorite wet powder is low in China recently The price has risen sharply.

The market price of hydrofluoric acid in the downstream of fluorite rose sharply. By the end of the month, the domestic market price of hydrofluoric acid was 9470 yuan / ton, with an increase of 11.15% in December. The rising price trend of hydrofluoric acid market has a certain positive support for the upstream fluorite market, and the price trend of fluorite rose. Recently, the automobile industry sales market is general, the refrigerant market has improved, the demand is mainly purchased on demand, the trend of the refrigerant industry has increased, and the market of various types of refrigerants has slightly increased, but the manufacturers are under pressure to ship, the sales pressure is large, the increase of raw material hydrofluoric acid is limited, the support force is general, the refrigerant export volume has little change, the output of downstream air conditioning is low, the demand is scarce, and the sales volume is low The off-season effect of the post market continued, and the price of refrigerants increased little. As a whole, the refrigerant market is generally supported by favorable factors, the price will remain low or become normal, and the focus of transaction will remain low. At present, the load of R22 manufacturers is not high, the inventory is in a reasonable range, and the market price remains at a low level. However, the downstream receiving capacity is limited, there is a lot of wait-and-see sentiment, the delivery of goods is not smooth, and the actual transaction focus rises slightly. Some businesses still have the phenomenon of cost inversion. The mainstream of on-site negotiations is 13500-15500 yuan / ton. The market trend of domestic R134a rose slightly, but the auto industry continued to be depressed, and the transaction atmosphere was light. The supply of goods on the floor is sufficient, and the market will be affected by new production capacity in the future. The competition is fierce, the supply side is gradually bad, the price rises slightly, the downstream market improves, and the price trend of fluorite rises.

In addition, the market price of fluorite will rise slightly in the near future due to the short-term shortage of fluorite market.

According to the price monitoring of the business agency, since the middle of December, the domestic cocoon and silk market has risen slightly. As of December 22, the average price of raw silk market was 315000 yuan / ton, which was 3.45% higher than that of December 15, and 15.27% lower than that of December 15; the average price of dried cocoon market was 94250 yuan / ton, 1.89% higher than that on December 15 and 23.99% lower than that on December 15. At present, the price of dried cocoon is 93500 yuan / ton in Guangxi, 320000 yuan / ton in raw silk, 95000 yuan / ton in Jiaxing, 310000 yuan / ton in Jiaxing;

Under the influence of the epidemic situation, domestic and international procurement slows down, domestic silkworm pupa inventory continues to increase, some wholesalers with large inventory are selling inventory at a loss, and the price of pupa will continue to fall. The loading price of fresh pupae in Guangxi factory is generally 10500-11500 yuan / ton for Grade A, 9500-10500 yuan / ton for Grade B, and 8500-9500 yuan / ton for grade C. The middle price of basic loading is 9000-10000 yuan / ton. Dry and wet pupae a 4600 yuan / ton, B class 4200 yuan / ton. Feed dried silkworm pupa 7200-7500 yuan / ton.

In terms of silk wool, the price of cocoon lining cotton is about 270000 per ton, and that of upper cocoon cotton is about 320000 per ton. Under the influence of the number of reeling factories in Guangxi and online sales, the price difference between Cocoon lining cotton and cocoon cotton has continued to narrow.

Recently, due to the good atmosphere of downstream market, the inventory pressure has been reduced. At the same time, the Spring Festival orders are prepared in advance, and some textile enterprises just need to replenish the warehouse, which has played a certain role in boosting the silk price. However, in general, the textile market returned to light in December. After the order tide of double 11, double 12 and Christmas season, the follow-up orders were insufficient. Textile factory procurement or with the use of buy, the traditional off-season textile enterprise start-up rate has declined. At the same time, overseas outbreaks have repeatedly made it difficult to boost demand, and India, Europe and the United States and other countries have insufficient export demand.

Business agency analysts believe that in late December, the textile industry demand characteristics of the off-season will continue to highlight, enterprises are still faced with flat production and sales, reduced profits, financial constraints and other conditions. With a strong wait-and-see attitude, rigid demand procurement has limited support for cocoon and silk prices, and the industry’s off-season impact on the future cocoon and silk prices may weaken in a narrow range.

1、 Price trend

The comprehensive price of potassium chloride is temporarily stable this week. The average price of potassium chloride mainstream comprehensive quotation this week is 2160 yuan / ton. Overall, this week’s potassium chloride market temporarily stable, December 18 potassium chloride commodity index was 68.57.

2、 Market analysis

This week, the quotation of mainstream manufacturers of potassium chloride is temporarily stable: the ex factory offer of Qinghai Salt Lake potassium chloride at the weekend is 2020 yuan / T, which is temporarily stable compared with the beginning of the week; the quotation of Anhui Badou potassium chloride distribution at weekend is 2300 yuan / T, which is temporarily stable compared with the beginning of the week. The actual turnover of potassium chloride market this week is not good. Overall, the main contradiction in the market is that supply exceeds demand, the trading atmosphere is cold, the downstream procurement is mainly on demand, the overall inventory is low, the purchasing market momentum is low, and the domestic potassium chloride market is stable.

3、 Future forecast

In late December, the overall trend of potassium chloride market or small fluctuations. The market of potassium chloride is facing the pressure of three mountains, namely, the large stock in Hong Kong, the weak demand and the downward trend of international prices. Therefore, the main contradiction in the current market is that supply exceeds demand. Potassium chloride analysts of the business club believe that the short-term potassium chloride market is mainly composed of high-level consolidation under the influence of supply and demand and raw materials.

According to the price monitoring of the business agency, the domestic spandex market remained stable this week. As of December 18, the average ex factory price of 40d was 41400 yuan / ton, which was flat compared with the beginning of the week, with a year-on-year increase of 29.78%. Around 90% of the spandex industry started, the supply of manufacturers gradually stabilized. The cost end main raw material PTMEG was strong, and pure MDI was weak. The downstream market buying was not high, and the trading atmosphere was general.

Current mainstream price statistics of spandex market (unit: yuan / ton)

20D 30D 40D

Zhejiang 46000-50000 45000-47000 37000-39000

Shandong 48000-50000 45000-48000-38000-40000

Fujian 48000-50000 45000-48000-38000-40000

Jiangsu 46000-50000 45000-47000-37000-39000

The price of raw material PTMEG is stable. At present, the mainstream quotation of 1800 molecular weight goods source is 18000-19000 yuan / ton, and the actual price negotiation is 17500-18500 yuan / ton. 80% of the industry started operation, and the load of some factories decreased slightly. Specifically, in the 40000 ton plant shutdown in Yizheng Dalian, the load of 46000 ton unit in Chongqing Chiyuan Chemical Industry Co., Ltd. decreased slightly by 70%, and the load of 46000 ton unit in Sichuan Tianhua slightly decreased. The pure MDI market is running smoothly, and the offers of the cargo holders are temporarily stable. The market reference is 23000-24000 yuan / ton telegraphic transfer in barrels, and the actual order is subject to negotiation. In December 2020, the listing price of pure MDI in barrels of Wanhua chemical was 28000 yuan / ton, which was the same as that in November, and the settlement price in November was 27500 yuan / ton.

After the double 11, 12 and Christmas season orders, the textile market returned to light in December, and the follow-up orders were insufficient. The enthusiasm of taking goods in the terminal market is not high, the overall market purchasing pace is slowing down, and the atmosphere of market observation is strong. But spring festival orders in advance, some textile enterprises just need to replenish the warehouse. In the field of circular knitting machine, 56% was started, while in the field of warp knitting, about 70% was started. In the traditional textile market, in recent years, the local transactions of the fabrics with fashionable features such as nylon polyester, nylon cotton, cotton brocade and polyamide polyester elastic, nylon cotton elastic and cotton brocade elastic fabrics with spandex silk are relatively smooth, and the subscription is mainly in small quantities and varieties.

Business agency analysts believe that the current high level of spandex market finishing, spot supply is basically stable. The supporting role of the cost side still exists, and the downstream terminal market is purchased on demand, and the atmosphere of market observation is strong. In the past years, after the new year’s day, textile enterprises began to decline gradually. After the winter order digestion, the demand side will gradually show a downturn. It is expected that the price of spandex will maintain stable operation in the short term, and there is a risk of falling back in the future market.