1、 Price trend
According to the bulk data monitoring of the business community, as of March 31, the average price of refrigerant R22 was 15933.33 yuan / ton, up 7.9% from the beginning of the month, and down 13.09% from the same period last year.
According to the bulk data monitoring of business news agency, as of March 31, the average price of refrigerant R134a was 20433.33 yuan / ton, up 3.37% from the beginning of the month, flat on a month on month basis, and down 10.51% from the same period last year.
2、 Market analysis
R22: the price of refrigerant R22 rose sharply in March, mainly due to the strong rise of cost, which led to the price trend of R22. In March, chloroform rose by more than 1000 yuan, with an overall monthly amplitude of 42.24%, and then fell to a high level, but the support force is still strong. In addition, the demand side is gradually changing from off-season to peak season. The air conditioning market is expected to be better. At the same time, the export side has also improved. The start-up of refrigerant manufacturers is at a high level, and the delivery is under no pressure. Some enterprises receive orders in a limited amount, so the market has a high driving mood. But in the second half of the month, R22 rose too fast, the downstream follow-up was weak, and the acceptance was general, so the market gradually stabilized, digesting the early gains. Near the end of the month, the price of raw materials fell, R22 market was stable and wait-and-see, but some enterprises were stable and declined, and the market was weak. At present, R22 market quotation is mostly around 15500-17000 yuan / ton, Shandong quotation is about 16000-17000 yuan / ton, Zhejiang quotation is about 15500-16000 yuan / ton, Hunan quotation is about 15500-16000 yuan / ton, Shanghai quotation is about 16000 yuan / ton, the prices of all regions are stable as a whole, individual callback.
R134a: refrigerant R134a rose steadily in March. In addition, the market for hydrofluoric acid was still weak, and the demand for hydrofluoric acid was slightly higher than that for general maintenance, so the demand for hydrofluoric acid was not good. Near the end of the month, the market speculation atmosphere is obvious, mainstream manufacturers raise their quotations, dealers follow the quotation, the market goes up again, the market temporarily returns to the seller’s market, waiting for the demand to follow up. At present, R134a market quotation is mostly in the range of 19000-23000 yuan / ton, Shandong quotation is about 20000-21000 yuan / ton, Zhejiang quotation is about 21500-22000 yuan / ton, Hunan quotation is about 21000-21500 yuan / ton, Jiangsu quotation is about 23000 yuan / ton, Shanghai quotation is about 23000 yuan / ton, the price is generally up and the center of gravity is moving up.
In terms of raw materials, the price trend of domestic hydrofluoric acid rose slightly in March. Up to now, the mainstream price of domestic hydrofluoric acid in various regions is 10000-11000 yuan / ton. The domestic hydrofluoric acid trading market is mainly stable. Recently, the domestic hydrofluoric acid spot supply is slightly tight, and the price trend of the floor is rising slightly. On the whole, the price of raw fluorite did not change much, and the price of downstream refrigerants rose slightly. In addition, due to the recent overhaul of some domestic hydrofluoric acid plants, the spot supply on the site was slightly tight, and the price of sulfuric acid rose sharply. Supported by favorable factors, hydrofluoric acid analysts of business community believed that the market price of hydrofluoric acid might remain high and stable.
Since March, the market of trichloromethane in Shandong Province has gone up and down. The price of trichloromethane at the beginning of the month was 3030 yuan / ton. In the middle of the month, the price rose to 4310 yuan / ton, the highest point of the month. After that, the price dropped to 3750 yuan / ton at the end of the month. The overall amplitude of the month was 42.24%, and the price at the end of the month increased by 23.76% compared with the beginning of the month. At present, the inventory pressure of trichloromethane production enterprises in Shandong is not big, the raw material price rises sharply, and the cost support is strong. Although the demand side falls slightly in the short term, the downstream refrigerants still need to be supported in the later period as the weather gets warmer. It is expected that the price of trichloromethane will rise steadily in April.
3、 Future forecast
According to refrigerant analysts of business news agency, in March, the cost was boosted, the refrigerant market rose, and the prices of various models rose to varying degrees. However, the price of raw materials declined, and R22 showed a steady decline. It is expected that the short-term market is stable and weak, and there is a risk of downward adjustment. Recently, R134a has been in a strong market speculation mood. The manufacturers support the market and the dealers’ prices rise accordingly. In the short term, the rising atmosphere is still there, and it is easy to rise but difficult to fall in the short term.
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