1、 Price trend

According to the data monitoring of the business agency, as of May 19, the reference price of 30% grade phosphorus ore in the mainstream area of the initial high-end is around 310-400 yuan / ton, and the overall price is about 10-20 yuan / ton lower than that in the early May.

2、 Market analysis

Product: at present, more than half a month has passed in May, and the phosphorus ore market has declined in recent days. According to the national data, the output of phosphorus ore (p2o530%) in April was seven hundred and fifty-seven point three 10000 tons, compared with the output in March（ five hundred and forty-five point four Million tons) up 3.1 million tons. At present, the cumulative production of phosphate rock in this year one thousand nine hundred and thirty-two point eight Million tons, the same period as last year（ two thousand nine hundred and twenty-two point nine 10000 tons) year on year decrease- 20.9% 。 Recently, the price of phosphate ore of many mining enterprises in Guizhou Province has been slightly reduced and put into operation, with a reduction of 10-30 yuan / ton. In Guanglong mining, Kaiyang, Guizhou, the platform price of 30% phosphate rock is 310 yuan / ton, down 20 yuan / ton compared with the previous period; in Xifeng, Guizhou, the vehicle price of 30% grade phosphate rock is 330 yuan / ton, down 10 yuan / ton compared with the previous period; in Fuquan Huifa, Guizhou, the factory price of 28% grade phosphate rock is 310 yuan / ton, down 10 yuan / ton compared with the previous period, and the factory price of 30% grade phosphate rock is 340 yuan / ton, down 20 yuan / ton compared with the previous period 。 The market in Yunnan is relatively stable, and the ex factory quotation of 29% grade phosphate ore in Yunnan is about 300 yuan / ton. At present, the weak sorting operation is the main one in Hubei. The factory quotation of 30% grade phosphate ore in Liushugou, Hubei Province is 400 yuan / ton. The overall weakness of phosphate ore market in Guangxi is downward. The factory price of 28% grade phosphate rock in songgan trade in Guangxi is 315 yuan / ton, down 10 yuan / ton compared with the previous period, and the factory price of 30% grade phosphate rock is 345 yuan / ton, down 20 yuan / ton compared with the previous period.

Industry chain: at present, the yellow phosphorus market is still in a weak position. The on-site transaction is relatively light and the wait-and-see attitude is strong. At present, Sichuan region mainly issues early orders, Yunnan region is in a tight spot, and the market offer is temporarily stable. As of May 19, according to the data monitoring, the average ex factory price of yellow phosphorus is 17450 yuan / ton, compared with May 1（ seventeen thousand and nine hundred ）By comparison, it’s down 2.51% 。

3、 Future forecast

According to the analysis of the data division of the business association, the market in the downstream market of phosphate rock has been weak in recent days, with insufficient support. It is expected that the market of phosphate rock will be weak and stable in recent days.

1、 Price trend

According to the bulk data monitoring of the business agency, the market price of trichloromethane in Shandong continued to rise after the May 1st movement. As of May 18, the average price of trichloromethane in Shandong was about 2100 yuan / ton, up 50% from 1400 yuan / ton at the beginning of May.

2、 Cause analysis

Product reason: at present, the trichloromethane market in Shandong continues to rise, and the overall operating rate of enterprises will be less than 50%. Among them, the 440000t / a plant in Jinling, Shandong Province will start 50%, the 400000t / a plant in Luxi Chemical Industry will start 40%, the 280000t / a plant in Dongyue, Shandong Province will start 40%, and the 80000t / a plant in Jinmao, Dongying, Shandong Province will be shut down. The overall inventory of the industry is low, and the market spot supply is tight The situation of shopping and stock up is fair, and the demand is the most important. At present, the quotation in Shandong is about 2100-2200 yuan / ton, Jiangxi Liwen is about 2200 yuan / ton, and Jiangsu is about 2850 yuan / ton.

Industry chain: in the upstream, affected by the slow down demand in the downstream and the rising inventory in the port, the price of methanol in the domestic market fluctuated and fell, and the market started steadily, at present, about 1692 yuan / ton; the liquid chlorine market is high and firm, the large factories in Shandong Province have reduced the load, the market supply is tight, and the downstream market just needs the most, and the current market quotation is 500-800 yuan / ton. In the downstream, the domestic refrigerant market began to stabilize after a sharp decline, with strong firm price intention and declining market supply. At present, the price hovers around 15000 yuan / ton; the purchase of solvent and pharmaceutical pesticide industry just needs to be light, and the price support for chloroform is insufficient.

3、 Future forecast

According to the data analyst of methane chloride of business association, at present, the operating rate of trichloromethane market is low, the inventory pressure is not large, the firm price intention is strong, the downstream market just needs to buy, the recent inquiry of traders increases, and it is expected to be high and strong in a short time.

According to statistics, the price of phthalic anhydride in China fell slightly this week. As of May 15, the price of phthalic anhydride from o-phthalic method was 4987.5 yuan / ton. The price of phthalic anhydride in China fell slightly by 0.99%, down 20.83% year on year. The demand of plasticizer industry was low, and the market of phthalic anhydride fell.

In recent years, the market price of phthalic anhydride in China has dropped slightly. The market demand of phthalic anhydride is normal, and the market of phthalic anhydride is general. However, the fluctuation of crude oil price has boosted domestic petrochemical products, and the market price of phthalic anhydride is stagnant. The operation of domestic phthalic anhydride manufacturers is normal, the operating rate of phthalic anhydride in the site is more than 60%, the spot supply of domestic phthalic anhydride is normal, the procurement of downstream plasticizer industry is general, the market of phthalic anhydride manufacturers is general, and the market price of phthalic anhydride is slightly down. As of the 13th, the market price of phthalic anhydride and phthalic anhydride in East China has declined slightly, but the high-end transactions in the market have been blocked. The main flow of negotiation of neighboring France’s source of goods in East China is 4900-5100 yuan / ton, and that of naphthalene’s source of goods is 4500-4700 yuan / ton; the main flow of quotation of phthalic anhydride in North China is 4700-5000 yuan / ton, and the wait-and-see mentality of phthalic anhydride in the market still exists, and the market price of phthalic anhydride has declined slightly.

 
In the near future, the execution price of domestic phthalic anhydride upstream product Sinopec has been maintained at 4000 yuan / ton, and the price of imported phthalic anhydride in port area has been maintained in shock and stability. In the near future, the price of phthalic acid in port area is average, and the external price of phthalic anhydride is stable. The actual transaction price is subject to negotiation, which is discussed in detail. This week, the price of international crude oil has increased, but the price of phthalic acid has not been supported by good support, and the price of phthalic acid remains low The price of phthalic anhydride fell slightly due to the low price of phthalic acid in the upstream raw materials.

The downstream DOP market price is slightly higher. This week, the DOP price is slightly higher by 0.49%. In addition, the price of isooctanol is rising, DOP enterprises are operating at low load, DOP market price is slightly higher, PVC enterprises are operating normally, and customers’ purchasing enthusiasm is stable. The market of plasticizer industry is still depressed. The DOP market quotation is about 6700-7000 yuan / ton. The market plasticizer transaction enthusiasm is general, the high-speed charges are increased, the logistics and transportation costs are increased, the downstream market is lack of power to rise, and it is difficult to maintain the continuous rise. The market price of phthalic anhydride has fallen.

In the near future, there is no plan to increase the price of raw material o-benzene. In addition, the downstream purchase is mainly on demand. With the temperature rising, the plasticizer industry is gradually in the short-term sales off-season. It is expected that the market price of phthalic anhydride will remain depressed in the later period, and the price will still fall slightly.

1、 Price trend

According to the data in the bulk list of business agency, the average ex factory price of domestic caprolactam liquid on May 11 was 9066 yuan / ton, and the average ex factory price of domestic caprolactam liquid on May 14 was 9833 yuan / ton, with the price rising 8.46% this week.

On May 13, the caprolactam commodity index was 49.79, unchanged from yesterday, down 50.21% from the highest point in the cycle of 100.00 (2017-03-02), and up 26.37% from the lowest point of 39.40 on April 7, 2020. (Note: cycle refers to 2017-03-01 till now)

2、 Market analysis

Product: caprolactam rose due to tight spot supply. As of May 14, the price of caprolactam liquid in Shandong Luxi Chemical Co., Ltd. was 9400 yuan / ton, cash was delivered, and the manufacturer’s capacity was 300000 tons. The actual transaction can be discussed. The price of Nanjing Dongfang caprolactam liquid is 10300 yuan / ton, the 400000 ton / year unit is in normal operation, and the caprolactam unit is in normal operation. The price of Baling Hengyi caprolactam liquid is 10000 yuan / ton, and the 450000 ton / year unit is normally started and delivered by acceptance. The price of caprolactam liquid of Baling Petrochemical Co., Ltd. is 10000 yuan / ton. The 300000 ton / year unit is normally started and accepted.

Industrial chain: this week, the price of raw material pure benzene rose steadily. The price of raw material pure benzene is 3100-3600 yuan / ton. On May 13, North China: Qilu Petrochemical Company quoted 3100 yuan / ton; East China: Yangzi Petrochemical Company quoted 3150 yuan / ton; South China: Hainan Refining & chemical company quoted 3150 yuan / ton; Central China: Wuhan ethylene company quoted 3150 yuan / ton; China chemical industry group quoted 3600 yuan / ton. Jingbo petrochemical company quoted 3600 yuan / ton; Dongming Petrochemical Company quoted 3500 yuan / ton; HSBC petrochemical company quoted 3150 yuan / ton; Jincheng petrochemical company quoted 3500 yuan / ton.

Industry: according to the price monitoring of the business agency, there are 13 kinds of commodities in the rise and fall list of bulk commodity prices on May 13, 2020, among which there are 2 kinds of commodities with an increase of more than 5%, accounting for 2.2% of the number of commodities monitored in this sector; the top 3 commodities are chloroform (6.06%), ethylene (5.24%) and isopropanol (4.19%). There are 9 kinds of commodities with a decline in the month on month ratio, and the top 3 products were lithium hydroxide (- 2.34%), propane (- 1.64%) and epichlorohydrin (- 1.62%). The average price of this day is 0.2%.

3、 Future forecast

Caprolactam analysts of the business club believe that the domestic caprolactam spot supply is tight this week, the price continues to rise, the price of raw materials is rising steadily, and the price of caprolactam continues to be high. As part of the enterprise equipment is about to restart, the supply side will ease, and it is expected that the caprolactam market will fluctuate at a high level in the short term.

1、 Price trend

According to the price monitoring of the business agency, the domestic polymerized MDI market is high and firm. As of May 13, the average price of the domestic aggregate MDI market is 12500 yuan / ton, 13.12% higher than the same period last month, 26.47% lower than the same period last year.

2、 Market analysis

Product: the market of aggregate MDI is strong, and the market price is strong. The information from the suppliers on the site is more favorable, and the market continues to be strong. The main manufacturers are in short supply, the agent shipping pressure is not big, the price is high, negotiate shipping. On the demand side, with the government’s support policies, the real estate market has recovered, and the epidemic situation has promoted the growth of consumer terminal demand for environmental protection and disinfection. Accordingly, the kitchen and electricity enterprises have launched the development strategy of set sales, with obvious advantages and good overall demand.

Industrial chain: raw materials, pure benzene: local downstream enterprises in Shandong purchase on demand, and the demand side support is acceptable. East China’s pure benzene market is generally negotiated, but there is no pressure on the inventory of the local pure benzene plant. Shandong’s market is stable, and the mainstream price is 3400-3600 yuan / ton.

Aniline: at present, Shandong aniline factory is mainly shipping and destocking, while the sales volume outside the factory in East China is increasing, and the market is on the lookout. Pay attention to the subsequent bidding of Jinling pure benzene. The main stream of Shandong market is 4600 yuan / ton spot exchange and 4690 yuan / ton acceptance. For East China market, RMB 4600-4800 / ton is accepted.

3、 Future forecast

Business point of view: the inquiry mood of downstream customers in the distribution market slightly changed, compared with the increase of inquiry before the festival. However, restricted by abundant inventory, small order purchase is the main thing. MDI analysts predict that the short-term domestic market price of MDI will be stable and wait for the change of market turnover.