On February 5, 2021, there were 3 kinds of commodities that rose, 0 kinds of commodities that fell, and 4 kinds of commodities that rose or fell to 0. The main products that rose included hydrofluoric acid, R22 and R134a; the stable products included fluorite, aluminum fluoride, cryolite and chloroform.

On February 5, the price of fluorite in the market of fluorine chemical raw materials rose, with the price of raw fluorite being 2741.11 yuan / ton. Recently, some fluorite plants in China started to work normally, and some mines and flotation plants in the plant were shut down. The fluorite supply in the plant was tight. However, the downstream market rose recently, and the fluorite price was affected and rose. As of April 4, the price of fluorite in Inner Mongolia was 2600-2800 yuan / ton, and that in Inner Mongolia was 2500-2600 yuan / ton. It is expected that the price of fluorite will remain high and volatile in the future.

In the near future, the market trend of the downstream refrigerant industry is general, the operating rate remains at a low level, and the demand for hydrofluoric acid is general. However, due to the reduction of the supply in the market, the market price of hydrofluoric acid is rising. As of the 5th, the market price of hydrofluoric acid is 10577.78 yuan / ton. Recently, the market price of hydrofluoric acid is rising, and the operating rate of domestic hydrofluoric acid is less than 60% The market of hydrofluoric acid is still bullish. Chen Ling, an analyst of business community, believes that the market of hydrofluoric acid may be slightly higher.

The price trend of aluminum fluoride products is temporarily stable, the market supply is normal, and the trading market is general. The ex factory price of aluminum fluoride of Zhengzhou Tianrui Crystal Technology Co., Ltd. is 8700 yuan / ton, and the price of aluminum fluoride of Zhengzhou Zerun energy and Chemical Co., Ltd. is 8700 yuan / ton. The overall market supply of aluminum fluoride is sufficient, and the overall price of aluminum fluoride market is relatively stable.

In recent years, the price trend of trichloromethane in Shandong is weak. The downstream market is in the off-season as a whole, and the demand for trichloromethane is poor. With the completion of goods preparation in the downstream market, the trichloromethane market continues to decline. At present, the starting of chloroform production enterprises in Shandong is high, the market spot supply is stable, and the shipment situation of enterprises is flat. Near the Spring Festival holiday, the logistics transportation is limited to a certain extent, and the enterprises bid for shipment in order to prevent excessive warehouse pressure in the future. At present, the quotation in Shandong is about 2250-2350 yuan / ton.

In recent years, the price trend of domestic cryolite is temporarily stable, the operation of the plant is stable, and the supply is normal. The domestic negotiation price is about 6500-7000 yuan / ton, and the actual transaction price is mainly negotiation. In general, the recent market of fluorine chemical industry is general, and it is expected that the trend of fluorine chemical industry will remain volatile in the later period.

In the near future, the downstream refrigerants R22 and R134a have increased, the raw material trichloromethane continues to decline, the support of cost surface is weakened, the downstream goods preparation is finished, the traders continue to withdraw from the market, the demand side continues to decline, and the market center moves down. Due to the high price of hydrofluoric acid, the price of refrigerants rises slightly. Refrigerant R134a prices rose slightly, the market is strong operation. Near the end of the year, the downstream construction continued to decline, but the raw material support was strong, and the refrigerant market rose slightly.

According to the price monitoring of the business community, after coming back from the new year’s Day holiday, the sulfur price easily dropped by 1000 yuan after a 20 yuan / ton reduction. Since the beginning of January, the domestic sulfur price has been adjusted several times, and the sulfur price in East China has “stepped” up. As of February 3, the sulfur price rose from 993.33 yuan / ton on January 5 to 1100 yuan / ton, or 10.74%, to 1100 yuan / ton.

As of February 3, the regional price of sulfur in China is as follows:

February 3, 2007

1140-1280 yuan / ton sulfur (particle) in East China

Sulfur (particle) 910-960 yuan / ton in North China

Sulfur (particle) 1060-1090 yuan / ton in Shandong Province

The downstream sulfuric acid market has dropped sharply, the prices of the mainstream sulfuric acid manufacturers in Shandong have fallen, the manufacturers have large inventories, the downstream demand is general, individual acid enterprises are limited by environmental protection, the start-up is unstable, the holidays are approaching, the enterprises begin to have holidays, and the domestic trend of the later sulfuric acid market is weak. The demand for phosphate fertilizer is fair, the enterprise has a smooth flow of goods, and the market trend is relatively strong.

Sulfur will continue to rise in the second half of 2020. As of December 31, the price of sulfur will rise to 1013.33 yuan / ton, breaking the 1000 yuan mark. The fundamental reason lies in the continuous improvement of external support, the concentration of port cargo rights, the good mentality of cargo holders and the firm operation on the site, while the domestic refineries’ inventory in various regions is low, the demand of downstream factories and traders is stable, the seller’s delivery is under no pressure, and the price is rising steadily.

At present, the domestic refinery inventory remains low, downstream factories and traders enter the market to replenish on demand, the demand is stable, and the manufacturers ship smoothly. The price of external offer goods is high, the attitude of supporting the market is obvious, the cargo rights of ports are concentrated, the offer of cargo holders rises, and the sulfur market is expected to continue upward consolidation before the Spring Festival.

Yesterday (2.2) the domestic aggregate MDI market was at a high level. According to the sample data monitored by the business community, the current domestic aggregate MDI market price is about 19075 yuan / ton. In terms of raw materials, the pure benzene plant was overhauled out of plan in February, and the business atmosphere was strong, and the market transaction was active; the inventory of aniline enterprises was controllable, and the aniline Market was mainly strong. In terms of enterprises, the weekly quoted price of Shanghai Corus is aggregated in the distribution market, and the guiding price of MDI this week is 19500 yuan / ton, so the supply continues to be tight. In terms of market and regional prices, Wanhua’s negotiated price is about 19500-19700 yuan / ton, while Shanghai’s negotiated price is about 19500 yuan / ton. (including tax, the price of barreled goods will be raised)

In the future, the domestic aggregate MDI market continued to maintain a high level, and the industry gradually withdrew from the market, with few inquiries and transactions. Factory weekly guidance price increases and tight supply, domestic and foreign parts of the device maintenance plan in the first quarter, the industry more bullish outlook. Business community aggregation MDI analysts expect that before the festival, the domestic aggregation MDI market fluctuates little.

According to the data monitored by the business community, as of February 2, the average price of domestic rubber grade high-grade silica was 4700.00 yuan / ton. The market is cold near the holiday, and the downstream just needs to purchase, so the demand has not improved significantly. The overall market supply and demand balance, the quotation range is between 4000-5000 yuan / ton, the shipment is smooth, and the inventory is sufficient.

Domestic rubber grade silica market is mainly stable operation, contract orders, just need procurement, procurement atmosphere is flat, the number of new orders is limited, and most of them are mainly discussed. At present, the shipment is smooth, the negotiation atmosphere is general, the merchants take the goods carefully, and the shipment is slow. The latest enterprise price is Shandong Lihua 4600 yuan / ton, Boai xiang4200 yuan / ton, Shandong Shouguang 5300 yuan / ton

In the upstream hydrochloric acid market, the quotation of manufacturers is temporarily stable, the trend is mainly stable, the purchasing enthusiasm is general, the trading atmosphere is maintained at the early level, and the hydrochloric acid market is mainly stable in the short term.

On February 1, the chemical industry index was 856 points, up 3 points from yesterday, down 15.75% from 1016 points (2012-03-13), the highest point in the cycle, and up 43.14% from 598 points, the lowest point on April 8, 2020. (Note: period refers to the period from December 1, 2011 to now)

Business community silica analysts believe that: in the short term, the silica market maintains a stable operation, and the price fluctuation range is limited. (the above prices are provided by major silica manufacturers all over the country and sorted out and analyzed by business silica analysts. They are for reference only. Please contact relevant manufacturers for more details.)

1、 Price trend

According to the business news agency’s block list data, this week’s domestic toluene continued the upward trend of last week. On January 24, the price of toluene was 4150 yuan / ton; on this Sunday (January 24), the price was 4250 yuan / ton, up 2.41% from last week’s 100 yuan / ton.

2、 Analysis and comment

Within the week, Sinopec’s Toluene price increased by 150-250 yuan / ton. This week, some downstream purchasing, toluene supply is expected to tighten, prices rose. In terms of external market, toluene continued to rise this week. As of January 29, the price of imported toluene from South Korea was 553 US dollars / ton, up 5 US dollars / ton or 0.91% compared with January 22. The price of imported toluene from East China was 574.5 US dollars / ton, up 20.5 US dollars / ton or 3.7% compared with January 22.

In terms of crude oil, the news of Iraq’s decision to make compensatory production cuts at the beginning of this week supported the crude oil market, but the epidemic situation was still severe, curbing the demand of the crude oil market. On January 22, Brent fell 0.095 USD / barrel, or 0.17%; WTI fell 0.19 USD / barrel, or 0.36%.

Downstream: in terms of TDI, the price of TDI in East China rose slightly this week, with domestic goods at 12766.67 yuan / ton, up 1.86% over last week and 9.12% over the same period last year. The East China market is relatively strong, the supplier’s equipment maintenance news is fermenting, the export demand is good, the industry’s offer is high and the market is strong, the downstream is on holiday one after another, the market’s acceptance of high prices is low, the follow-up of buying is weak, and the goods just need to be prepared to enter the market.

In the PX market, the domestic PX price was stable this week, with an average price of 5200 yuan / ton over the weekend, down 24.64% year on year. The domestic PX operating rate is about 60%. This week, the operation rate of p-xylene plant in Asia dropped to 60%, the supply of PX in Asia decreased, and the external price of PX remained volatile this week. As of the end of the week, the closing price of p-xylene market in Asia was US $665-667 / T FOB Korea and US $683-685 / t CFR China.

3、 Future forecast

Analysts from the chemical branch of business society think: first, look at the supply cost side, the implementation of OPEC + production reduction, the total number of oil drilling platforms in the United States, and weekly EIA and API inventory data. Second, on the demand side, the impact of the global epidemic on crude oil demand, the recovery of the industrial chain, the economic and trade situation in Europe and the United States, and the progress of the fiscal stimulus plan. Third, look at the geopolitical situation in the Middle East, China and the United States, the progress of new technology, the dollar index and stock market linkage.

Downstream terminals have been shut down, logistics reduced, toluene market is expected to enter a period of stable price consolidation. Continue to pay attention to the downstream purchasing situation, as well as the impact of crude oil and external market on the price of toluene.