First, the price trend
According to the monitoring of the business community, the average price of chloroform in China continued to rise this week. The average price of chloroform at the beginning of the week was around 4,066 yuan/ton, and the average weekend price was around 4,172 yuan/ton, which continued to rise by 2.61% during the week. It rose by 85.22% over the same period.
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Second, the cause analysis
Product reasons: This week, the regional differences in domestic chloroform prices are still relatively large, and the operating rate of the industry has recovered from the previous period. For example, the 440,000 tons/year installation of Jinling Chemical is normal; Dongying Jinmao has 120,000 tons/year of equipment parking. The production will soon resume; Luxi Chemical’s 220,000 tons/year plant starts at 70% to 80%; Jiangxi Liwen’s 80,000 tons/year plant is operating normally, and currently has more self-use and low inventory; Jiangsu Liwen’s 160,000 tons/year plant starts 80%. Other large-scale chloroform production enterprises are mostly self-use, and the spot supply of chloroform is tight. At present, the price of Shandong is 4010-4070 yuan / ton, the Jiangsu area is 4,500 yuan / ton, and the Jiangxi area is 4,250 yuan / ton.
Industry chain: upstream, this week, the methanol market fell slightly by 1.04%, up 25.58% year-on-year, currently around 2968 yuan / ton; liquid chlorine market is stable, liquid chlorine price in North China is between 1-100 yuan / ton, East China The price of liquid chlorine is mostly between 100-200 yuan/ton, and the company pays more discounts. The downstream refrigerant market continued to decline this week, and the industry demand is still acceptable. At present, the current mainstream price of R22 is 17500-19000 yuan/ton; because the price of chloroform is at a high level, the pharmaceutical and other industries are buying light.
Industry: According to the price monitoring of business companies, in the 33rd week of 2018 (8.13-8.17), there were 28 kinds of commodities in the chemical sector, which rose by more than 5%. Among them, one of the products with a price increase of more than 5%, accounted for 1 The number of commodities monitored was 1.4%; the top 3 commodities were sulfur (granules) (5.02%), phthalic anhydride (East China) (4.34%), and OX (3.64%). There were 22 kinds of commodities with a decrease in the chain, and 2 products with a drop of more than 5%, accounting for 2.8% of the monitored products in the sector; the top 3 products were aggregated MDI (-6.11%) and lithium carbonate (-5.70). %), polysilicon (-3.41%).
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Third, the market outlook
At present, the chloroform market is gradually recovering. Although the spot supply in the market is still tight, the downstream refrigerant market has started to weaken with the seasonal changes. The dimethyl chloride analysts believe that chloroform in the short term The market will remain strong and strong, and in the long run, the chloroform market may fall back.