According to the data monitored by the business agency, as of November 5, the average price of domestic rubber grade white carbon black was 4833.33 yuan / ton, which was running smoothly and just needed to be purchased. The price rose slightly. The overall supply and demand of the market was balanced. The quotation range was maintained between 4000-5000 yuan / ton, with smooth shipment and sufficient inventory.

The domestic rubber grade silica market has a stable trend. At present, the shipment is smooth, the negotiation atmosphere is general, and the demand is not good. The downstream just needs to purchase, and the merchants take the goods carefully, and the shipment is slow. At present, the price of fumed silica is about 22000 yuan / ton. The domestic supply and demand of fumed silica are balanced, and the shipment is slow. The Changtai micro nano factory in Shouguang City, Shandong Province, 5300 yuan / ton, Shandong Lihua new materials Co., Ltd Ltd. 5100 yuan / ton, Boai County Xiangsheng silicon powder Co., Ltd. 4100 yuan / ton.

The quotation of upstream hydrochloric acid market manufacturers is temporarily stable, and the market trend is stable. The quotation is mainly stable. The trading atmosphere is maintained at the previous level. In the short term, the hydrochloric acid market mainly operates stably.

On November 4, the chemical index was 799, down 7 points from yesterday, 21.36% from the highest point 1016 (2012-03-13), and 33.61% higher than the lowest point 598 on April 8, 2020. (Note: period refers to 2011-12-01 to now)

White carbon black analysts believe that: in the short term, the silica market maintains a stable operation situation, 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 for reference only. Please contact relevant manufacturers for more price details.)

On March 3, bisphenol a market continued to push up, that is, after the major factories increased successively, the market followed the upward trend. Yesterday’s market offer was 13300 yuan / ton, and traders’ prices mostly followed the pace of factories. At present, the downstream market still needs time to digest the market growth. Although the downstream market is better, especially in resin, which has a higher demand for high price raw materials, the short-term increase is relatively large The Italian society expects that the bisphenol a market will be mainly sorted and operated today, and the offer is expected to be the same as the factory at 13400-13500 yuan / T.

In terms of raw materials, phenol and acetone markets were not optimistic. After a narrow recovery at the end of last month, they continued to decline in November. Although the theoretical cost value decreased, it had a negative impact on the industrial chain. In addition, the current bisphenol a market is running at a high level, and the theoretical profit is more than 3000 yuan / ton, which is quite profitable from the perspective of raw materials.

From the downstream point of view, the PC market rose sharply, the epoxy resin industry rose sharply, especially the liquid resin. The factories mainly took orders, and the news coverage of raw material bisphenol A was better.

The offers of bisphenol in various markets in China are as follows:

Regional price rise and fall

East China 13300 200

133200 in North China

1、 Price trend

According to the data from the business club’s bulk list, the average ex factory price of domestic caprolactam liquid on October 1 was 9333 yuan / ton, while that on October 31 was 9800 yuan / ton. The price rose by 5.00% this month.

2、 Market analysis

Domestic caprolactam prices rose this month. The price of caprolactam began to rise after a small fluctuation in early October. Caprolactam inventory decreased and supply decreased. Raw material pure benzene rose, downstream demand for caprolactam increased, upstream and downstream strong support, caprolactam prices rose. At the end of the month, the downstream demand weakened and the market gradually stabilized. As of the end of the month, the price of caprolactam liquid of Shandong Luxi Chemical Co., Ltd. was 9400 yuan / T, and the factory had a production capacity of 300000 tons. The actual transaction could be discussed. Nanjing Dongfang caprolactam liquid price of 10200 yuan / T, 400000 tons / year of the plant normal operation, caprolactam unit normal operation. The price of Baling Hengyi caprolactam liquid is 10100 yuan / T, 450000 tons / year, the plant is normally started up and accepted. The price of caprolactam liquid of Baling Petrochemical Company is 10100 yuan / T, and the 300000 tons / year unit is normally started up and accepted.

The raw material of pure benzene met the National Day in early October, and the price of pure benzene remained stable. Return after the festival, driven by the downstream styrene pull up, prices rose rapidly. In mid October, the price of pure benzene began to rise after a slight decline. Near the end of the month, crude oil plummeted, combined with the weak fundamentals of pure benzene itself, the price fell weakly. This month, Sinopec North China increased 300 yuan / ton, and other regions increased 150 yuan / ton.

3、 Future forecast

Caprolactam analysts believe that the current raw material pure benzene inventory consumption is slow, there is still pressure, the downstream follow-up is insufficient, enthusiasm weakened. Some enterprises will increase the supply of caprolactam after plant restart. It is expected that caprolactam market will enter a stable consolidation stage in November, with a small range of shocks within the range.

Trade name: urea

Latest price (November 2): 1790.00 yuan / ton

The factory price of urea in Shandong Province rose on November 2, up 13.33 yuan / ton, or 0.75%, compared with that on October 30. The recent high-level consolidation of upstream liquid ammonia has a good cost support. Domestic demand is fair, agricultural demand in some areas has been followed up, appropriate procurement, industrial demand is in line with the market, mainly follow-up on bargain hunting, and some goods sources continue to gather in port. In terms of supply, some enterprises limited production and equipment maintenance, and local spot shortage.

It is expected that the short-term urea market will rise slightly in the future: the average price quoted by manufacturers is about 1800 yuan / ton.

According to the monitoring of the business agency, the coking coal market in North China on October 30 was about 1380 yuan / ton, down 8.91% from the same period last year. The price of coking coal is relatively strong.

On October 29, the coking coal commodity index was 101.85, unchanged with yesterday, down 16.19% from 121.53 (March 12, 2019), and 126.79% higher than the lowest point of 44.91 on January 28, 2016. (Note: period refers to 2012-09-01 to now)

According to the business club, coal enterprises in the main production area are more active in starting work. In addition to the impact of environmental inspection and mine maintenance, the output of some coal mines has been reduced, and most coal enterprises have no inventory. The demand for high-quality main coke is good, the quotation is slightly increased, the overall supply of goods is relatively tight, and the overall coking coal is relatively strong operation.

Demand: downstream, the price of coke market is stable, the sales of enterprises are better, and the manufacturers are active in shipping. The capacity reduction plan for some areas of Shanxi has been started. It is expected that the coking capacity will be reduced by 20 million tons by the end of October, which will have an impact on the coke supply. The tight supply will further support the high price operation of coke. The blast furnace of the downstream steel works started steadily and the demand for coke was positive. In terms of ports, the prices of the two ports in Shandong Province have remained stable for the time being. At present, there are not many goods available for sale in the market, and the transaction is general, and the inventory continues to decrease. In the near future, focus on the impact of the implementation of de capacity in Shanxi on coke supply.

According to the coking coal analysts of the business society, the blast furnace of the downstream steel plant starts stably and has a positive demand for coke. In terms of ports, the prices of the two ports in Shandong Province have remained stable for the time being. At present, there are not many goods available for sale in the market, and the transaction is general, and the inventory continues to decrease. The downstream purchase of coking coal is increasing, and the supply of coking coal in the production area is relatively tight. Generally speaking, it is expected that the coking coal will be mainly operated in a short term or strong way in the short term.