According to the price trend chart of fluorite, the price trend of fluorite is clearly rising. According to statistics, the average price of domestic fluorite as of February 3 is 2900 yuan / ton, and the price trend of domestic fluorite is slightly rising. According to statistics, the price of 97 fluorite wet powder in Inner Mongolia is 2800-3000 yuan / ton, that of 97 fluorite wet powder in Fujian is 2800-3100 yuan / ton, and that of 97 fluorite wet powder in Henan is 2800-3100 yuan / ton The price of 97 fluorite wet powder in Jiangxi is 2900-3100 yuan / ton.

In recent years, the price trend of fluorite in China has increased slightly. First, affected by the epidemic situation, fluorite production in some areas has been limited, the operating rate of fluorite has declined, and some domestic mines and flotation units have been shut down, which makes the spot supply of fluorite in the site tight, and the price of fluorite in China has increased slightly. Second, the northern fluorite manufacturers started less, the domestic supply of fluorite decreased, the price of fluorite in the site was supported to a certain extent, and the price of fluorite went up. Third, the price of hydrofluoric acid and the market of refrigerants in the lower reaches have improved recently, which has a certain positive impact on the domestic fluorite market, and the domestic fluorite price has increased. However, as the temperature warms up and some enterprises shut down continue to resume production, it is expected that the price of fluorite will continue to rise under great pressure.

The upstream and downstream market is general, and the market price of hydrofluoric acid continues to rise.

By the end of 3 days, the average price of domestic hydrofluoric acid market was 10330 yuan / ton. After the Spring Festival, the domestic market of hydrofluoric acid increased slightly. The mainstream of hydrofluoric acid negotiation in Fujian was 9500-10500 yuan / ton, that in Shandong was 10000-10500 yuan / ton, that in Jiangxi was 10000-11000 yuan / ton, that in Inner Mongolia was 9500-10500 yuan / ton, and that in hydrofluoric acid market was about 9500-10500 yuan / ton Should be nervous, market prices rose slightly.

In recent years, the operation rate of hydrofluoric acid in China has declined to less than 50%. The enterprises report that the supply of spot hydrofluoric acid goods is tight. However, due to the impact of the epidemic situation, the transportation of hydrofluoric acid products is difficult, and the market price of hydrofluoric acid is limited. In addition, the price of upstream raw material fluorite has a certain cost support, and the market price of hydrofluoric acid is slightly increased. In the near future, the transaction market of the downstream refrigerant market of the terminal is slightly light. At present, the automobile industry is in holiday, the domestic R22 supply is tight, the domestic refrigerant R22 market price trend is stable, the starting load of the manufacturer’s production device is still not high, the supply situation of the market supply is general, the downstream air conditioning manufacturer stops more, the demand changes little, and the price mainstream of the domestic large enterprises rises to 15500-18500 Yuan / ton. The price trend of R134a market in China is temporarily stable, and the unit operation rate of production enterprises remains low. At present, the downstream operation is not high, and the demand for R134a is general. However, the supply of R134a in the market is a little tight, the price remains stable, the downstream market changes little, and the price trend of hydrofluoric acid market rises slightly. In addition, the production of fluorite enterprises is limited, and it is expected that the market price of hydrofluoric acid in the later period will be small in the short term Go up.

1、 Price data:

According to the data monitoring of the business club’s bulk list, the domestic bromine market in January was weak and stable, with weak market supply and demand. At the beginning of the month, the average price of bromine was about 30666 yuan / ton, and at the end of the month, the average price of bromine was about 30444yuan / ton, down 0.72% in the month, down 13.14% compared with the same period last year.

2、 Cause analysis

Product: due to the Early Spring Festival holiday in 2020 and the fact that most bromine enterprises have entered the parking for maintenance after winter, the domestic bromine spot supply is relatively tight, but the downstream market demand is slightly weak, and the industry shows a weak trend of supply and demand. At present, the mainstream quotation of enterprises is between 29500-31000 yuan / ton, and the actual transaction is relatively soft.

Industry chain: in January, the upstream market of bromine in China fluctuated, with the caustic soda market down 8.13% in the month and 581 yuan / ton at present; the soda ash market down 1.04% and 1550 yuan / ton at present; the sulfur market kept stable operation in the month and the price remained around 503 yuan / ton; the sulfuric acid market rose 6.68% in the month and 312 yuan / ton at present. In the downstream, the market performance of flame retardants is relatively low, the demand side support is insufficient, the pharmaceutical and agricultural intermediates and other industries are on the low side, and the overall impact on bromine price is negative.

3、 Future forecast

According to the bromine industry analysts of the business association, due to the operation of the new crown virus epidemic, the Spring Festival holiday has been extended, and the construction situation in various regions has declined. In addition, with the approaching of the two sessions, the bromine spot supply will be further reduced, as will the downstream situation. It is expected that the bromine market will maintain stable operation in the short term.

Market Overview:

According to the bulk data monitoring of the business agency, the dichloromethane market in Shandong Province has been running steadily after a short rise. At present, the average price of dichloromethane in Shandong Province is about 2570 yuan / ton.

Market analysis:

Product: at present, the dichloromethane market is in stable operation as a whole, and the inventory pressure is not large. Affected by the price rise of methanol and liquid chlorine before, the dichloromethane continues to rise slightly. Near the Spring Festival, the downstream market has entered the holiday one after another, with poor terminal demand and cold market trading. At present, the quotation in Shandong is about 2570 yuan / ton; in East China is about 2700-2800 yuan / ton; in Jiangxi, Liwen is about 3150 yuan / ton.

Industry chain: in the upstream, the natural gas market is rising tentatively, and the actual transaction situation is flat. At present, it is about 3090 yuan / ton; in the methanol market, the methanol price is high and firm, and each region adjusts the price according to its own supply and demand and the downstream stocking rhythm, at present, it is about 2262 yuan / ton; in the liquid chlorine market, the supply is tight, and the enterprise has a strong attitude of pricing, and the transaction is flat, at present, it is about 300-500 yuan / ton. In the downstream, the domestic refrigerant market is in weak and stable operation, and the market is basically closed before the festival, so there is little room for price adjustment; the pharmaceutical and agricultural market and solvent industry just need to be flat, and the price of chloroform is generally supported.

Future forecast:

According to the data analyst of methane chloride of business association, the trade and investment in the industry are soft near the Spring Festival holiday, and the market performance is relatively cold due to the Limited Logistics and transportation, which is expected to be stable and volatile in the short term.

1、 Price trend

According to the data monitoring of the business agency, the market of n-propanol was weak and stable as of January 20, and the average comprehensive quotation of the sample enterprises was basically the same as that of last Monday (January 13). On January 20, the n-propanol commodity index was 91.32, unchanged from yesterday, down 9.79% from 101.23 (2013-12-12), the highest point in the cycle, and up 15.81% from 78.85, the lowest point on November 5, 2015. (Note: cycle refers to 2013-12-01 to now).

2、 Market analysis

Product: at present, the domestic n-propanol market is stable. From January 5 of the beginning of the month, the monitoring data shows that the domestic n-propanol market has been stable since the comprehensive average price of the market was increased by 200 yuan / ton. The market fluctuation is not big, the trading and investment are flat, the supply-demand relationship is still in a relatively balanced state, and the market is mostly stable near the Spring Festival. On January 20, the apron in Nanjing area was around 8500-8900 yuan / ton. Dealers of imported n-propanol offer different prices at 10500-12000 yuan / ton (including tax in barrels). Zhangjiagang Free Trade Zone xiangcang Trading Co., Ltd. offers 10500 yuan / ton of n-propanol to the outside (barreled / Dalian, Taiwan); domestic Nanjing Rongxin Chemical Co., Ltd. has normal start-up of n-propanol production plant, and offers 8500 yuan / ton to the outside (bulk water).

Industry chain: the market of propylene oxide has been running steadily since the average price of propylene oxide fell by 200 yuan / ton on the 13th. The demand in the downstream is weakened, and the high-end shipment is blocked. The main factories reduce the quotation and actively ship. The enthusiasm of the downstream polyether users to make up for the low price and stock up is slightly improved. The inventory of propylene oxide manufacturers is low, and the transaction is stable. On the 20th, the cash delivery price in Shandong mainstream market of Wanhua chemical was 9750 yuan / ton. At present, the mainstream price of propylene oxide Market in East China is around 9750-9850 yuan / ton, that in Shandong is around 9450-9600 yuan / ton, and that in South China is around 9600-9700 yuan / ton.

3、 Future forecast

According to the prediction of the business agency: it is expected that the domestic price of n-propanol will continue to stabilize temporarily after the festival, and there may be a slight increase in some areas. Pay attention to the cost of raw materials and supply of goods.

1、 Price trend

According to the data in the business club’s bulk list, the trend of polysilicon in China this week (1.13-19) has not changed much compared with last week. After the market stopped falling, it did not usher in an increase. At present, the deadlock is mainly stable, and the purchase volume in the downstream before the Festival did not increase, mainly for the temporary Spring Festival. Before that, most of the enterprises have signed the bill. At present, there is no market and the supply pressure has eased slightly. As of January 19, according to the business The overall rise and fall of domestic polysilicon solar grade cycle is 0% as monitored by CCS, and the average price quoted by enterprises is 52000-56000 yuan / ton. The current price is about 20% lower than last year. At present, the domestic single crystal is still stable, and the price range of compact material is 680-700 million yuan / ton, and the price difference of single polycrystal is not much different from that of last week.

2、 Market analysis

From the perspective of market supply and demand, the supply pressure is OK. This week, 12 polysilicon production enterprises are operating normally, with partial load reduction. According to the production plan of each enterprise, at present, the enterprise inventory control is effective, and there is no huge social inventory pressure. In addition, the two enterprises in South Korea shut down production for maintenance in January and February, and the domestic import volume will be reduced accordingly, which also slowed down the domestic supply pressure to some extent. From the comparison of monocrystal and polycrystal, the performance of monocrystal silicon is slightly better than polycrystal silicon, which occupies part of the demand of polycrystal silicon. The growth of monocrystal production is still continuing, and the demand is increasing. According to the situation of manufacturers, in polysilicon enterprises, after the order signing year, the market purchase volume has increased slightly. Although the price remains low, the order has increased significantly. On the other hand, the single crystal inventory of silicon material enterprises has been consumed during the low price period of the market in the past few weeks, so there is no more supply pressure, so the price of single crystal has not been shaken, the downward pressure of polysilicon has also been eased, and the market is rigid and stable.

Let’s take a look at the demand situation: since 2020, polysilicon demand has remained rigid and stable, and the price has stopped falling and stabilized. Before the festival, most of the downstream orders have been placed in advance, and most of the orders have been signed in February. The transaction price of some enterprises shows slight signs of recovery. On the one hand, because the downstream demand is rigid, the purchasing base gas at the end of the lunar calendar year, and the polysilicon operation rate has increased to 100%, which also confirms the downstream The demand is getting better, but it can’t be entirely optimistic. This is inseparable from the Spring Festival procurement peak. After the completion of the downstream stock up, the possibility of enterprises gradually accumulating the stock is not ruled out.

3、 Future forecast

In the future, business analysts believe that the improvement of demand is the main reason for polysilicon market to stop falling and stabilize. From the current high operating rate of enterprises, enterprise inventory pressure is still under control, which also confirms the relative rigidity of market demand. However, there are also some variables in the mid-term of the supply side. Most of the enterprises start work at full load, which does not exclude the possibility that the inventory will return to a high level again after the festival, and the demand released in advance will be superimposed. After the Spring Festival, the demand may be discounted, and the market procurement may be reduced. Therefore, it does not exclude that the market will enter a new inventory removal cycle, and the price may be repeated.