Price trend

According to the data monitoring of the business association, after a slight drop in the price of acetic anhydride in March, affected by the rise in the price of raw materials, the price of acetic anhydride soared in April, breaking the historical record of 10000 yuan / ton. On April 15, the price of acetic anhydride was 10300 yuan / ton, up 10.16% from 9350.00 yuan / ton on April 1. The price of acetic anhydride exceeds 10000 yuan, and some manufacturers offer as high as 11000 yuan / ton.

Acetic acid price trend

As can be seen from the price trend chart of acetic acid, the price of acetic acid rose sharply in April, and the market of acetic acid rose. It is difficult to set the schedule for the start of Shunda acetic acid plant. The unexpected shutdown of BP acetic acid plant in Nanjing resulted in the decrease of acetic acid supply and the shortage of acetic acid, which stimulated the rise of acetic acid price. In April, the price of acetic acid soared all the way, and the raw material cost of acetic anhydride rose, which pushed the price of acetic anhydride up.

Acetic acid commodity index reaches a new high

According to the monitoring of business news agency, the acetic acid commodity index on April 14 was 184.52, up 3.3 points from yesterday, reaching a record high in the cycle, up 297.16% from the lowest point of 46.46 on February 21, 2016 (Note: cycle index since September 1, 2011). The price of acetic acid reached a record high, the cost of acetic anhydride rose, and the driving force of acetic anhydride rise increased.

Market summary and future forecast

Bai Jiaxin, acetic anhydride data analyst of business news agency, believes that the rising cost of acetic anhydride has stimulated the price of acetic anhydride to reach a new high due to the impact of a record high price of acetic acid. Acetic acid market is difficult to change in the short term, the cost of acetic anhydride is still high, the pressure of acetic anhydride in the future is insufficient, and the rising power is strong. At the same time, due to the strong resistance of downstream customers to high price acetic anhydride, the rising space of acetic anhydride is limited. It is expected that the acetic anhydride market will stabilize after a small rise in the future.

According to the data monitored by the business community, as of April 14, the quotation of pet water bottle manufacturers was 7050.00 yuan / ton, and the market focus of PET bottle chips declined, which was 1.63% lower than that of the same period last month. The overall market transaction atmosphere was cold.

Pet market price is stable but weak, some factories slightly reduce 50-100 yuan / ton, downstream demand is insufficient, the number of new orders is limited, upstream price is up in a narrow range, pet cost support is general, compared with the same period last week, PTE price decreased by 1.63%, the decline is 110 yuan / ton, inventory consumption is slow, supply and demand is stalemate, rise and fall dilemma, the overall market purchasing atmosphere is cold.

Manufacturer / region: Quotation (yuan / ton) date

Zhejiang wankai PET bottle chip Co., Ltd

Zhuhai China Resources Co., Ltd. ﹣ 7050 ﹣ April 14

Henan Anhua polyester bottle chip Co., Ltd

Yizheng Chemical fiber bottle piece 6800 April 14

Xiamen Tenglong plastic bottle 6900 April 14

Guangdong Taibao polyester bottle chip Co., Ltd

Ethylene glycol index: on April 13, the commodity index of ethylene glycol was 52.12, down 0.93 points from yesterday, down 50.30% from the highest point of 104.87 points (2011-09-18), and up 55.44% from the lowest point of 33.53 points on April 2, 2020. (Note: period refers to 2011-09-01 to now).

Pet analysts of business news agency believe that: in terms of cost, the upstream raw material support is insufficient, the downstream demand is poor, the overall market shipment is slow, the pet market is in a narrow range of shocks, and the operation is weak and stable. (to know more about the latest market trends, please pay attention to the official account of the business community, get information on goods and grasp the price of commodities).

1、 Price trend of lithium hydroxide

(Figure: p-value curve of lithium hydroxide product)

2、 Market analysis

As of April 11, the average price of domestic industrial grade lithium hydroxide enterprises was 75666.67 yuan / ton, up 0.89% compared with the beginning of the week, 12.38% compared with March 11, and 45.51% compared with January 1, according to the data from the business club’s block list.

This week, the domestic market of industrial grade lithium hydroxide rose, the market supply was tight, the demand side was steady, the offer of goods holders was firm, and the market was hard to find low-cost goods.

Output data of lithium hydroxide: in March 2021, the output of lithium hydroxide of major manufacturers in China was 12800 tons, up 13.27% month on month and 85.51% year on year.

According to the price monitoring of the business community, the market of lithium carbonate in the upstream is mainly stable in the near future. As of April 11, the average price of industrial grade lithium carbonate in East China was 87000 yuan / ton, which was the same as that at the beginning of the month (the average price of industrial grade lithium carbonate in East China was 87000 yuan / ton on April 1). On April 11, the average price of battery grade lithium carbonate in East China was 90600 yuan / ton, which was the same as that at the beginning of the month (the average price of carbon in East China was 90600 yuan / ton on April 1).

According to the price monitoring of the business community, in the list of commodity prices in the 14th week of 2021 (4.5-4.9), there were 38 kinds of commodities in the chemical industry sector that rose month on month, among which 8 kinds of commodities increased by more than 5%, accounting for 8.7% of the total number of commodities monitored in the sector; the top 3 commodities were nitric acid (8.94%), acetic acid (8.70%) and ethyl acetate (8.13%). There were 27 kinds of commodities with a month on month decrease, and 5 kinds of commodities with a decrease of more than 5%, accounting for 5.4% of the number of commodities monitored in the sector. The top 3 products with a decrease were butadiene (- 10.77%), formic acid (- 8.38%) and acrylic acid (- 8.31%). The average rise and fall this week was 0.25%.

3、 Future forecast

According to the lithium hydroxide analysts of business news agency, the recent stable operation of upstream lithium carbonate, coupled with the steady performance of supply and demand support, it is expected that in the short term, the domestic industrial lithium hydroxide Market will be mainly strong, and the specific trend needs to pay more attention to the market information guidance.

1、 Price trend

According to the bulk data monitoring of business news agency, as of April 12, the average price of refrigerant R22 was 15933.33 yuan / ton, which was the same as that at the beginning of the month, down 10.65% compared with the same period last year.

According to the bulk data monitoring of business news agency, as of April 12, the average price of refrigerant R134a was 22100 yuan / ton, up 4.74% from the beginning of this month and down 1.78% from the same period last year.

2、 Market analysis

R22: in April, the market of refrigerant R22 was stable, and the quotation of some enterprises fluctuated slightly. At present, the prices of trichloromethane and hydrofluoric acid fluctuate little, and generally operate stably. The cost support is acceptable. The manufacturers are willing to support the market by supporting the price. Pricing is based on the volume, and some enterprises make profits to ship. However, due to the poor demand, the overall transaction atmosphere of the market is general. At present, the quotation of R22 market is around 15000-17000 yuan / ton, while that of Shandong is about 16000-17000 yuan / ton, and that of Zhejiang is relatively low The price quoted in Jiangdi district is about 15500-16500 / T, that in Hunan is about 15000-15500 / T, and that in Shanghai is about 16000 yuan / T. the price is generally stable and small.

R134a: in April, the price of refrigerant R134a rose. The price of hydrofluoric acid fluctuates little, and the support is acceptable. The price of manufacturers rises, and the enterprises increase by more than 1000 yuan, pushing the price up to a high level. However, the demand of downstream car market is weak, the ability to receive high price R134a is not high, and the enthusiasm of inquiry is not good. At present, the quotation of R134a market is mostly in the range of 21000-23500 yuan / ton, the quotation of Shandong region is about 20000-21000 yuan / ton, and the quotation of Zhejiang region is low The price is about 21500-23000 yuan / ton, that in Hunan is about 21500-21000 yuan / ton, that in Jiangsu is about 23000 yuan / ton, and that in Shanghai is about 23000 yuan / ton. The price is generally increased in various places.

In terms of raw materials, on April 12, the mainstream price of domestic anhydrous hydrofluoric acid manufacturers was 10000-11000 yuan / ton. The ex factory price trend of domestic manufacturers of hydrofluoric acid was stable. The operating rate of domestic manufacturers of hydrofluoric acid declined, and the supply of goods in the yard was slightly tight. Affected by the high price of fluorite, the market trend of downstream refrigerants was temporarily stable in the near future, and mainly purchased on demand in the yard. It is expected that the price in the yard will be stable in the future .

The domestic price of chloroform was 3883 yuan / ton on the 12th, up 2.19% from the previous day. On the one hand, there is a large demand for downstream refrigerants, and the shipment of chloroform is smooth, which is supported by the demand side; on the other hand, since late March, the price of raw material liquid chlorine has gone up, and the cost side support is strong. According to the monitoring of the business community, as of April 12, the mainstream ex factory price of liquid chlorine for tank cars in Shandong Province was around 2300 yuan / ton. At present, the downstream demand is increasing, and the price of raw materials is rising. Although the overhaul of Jinling plant is completed, the overall supply side is slightly increased compared with the earlier stage, the chloroform industry chain is generally good, and the price is expected to continue to rise in the later stage.

3、 Future forecast

Business analysts believe that at present, the price of raw materials does not fluctuate much and the supporting force is acceptable. The manufacturers have obvious psychology of supporting the market. However, due to the drag of demand side, the upward price lacks the actual driving force. It is expected that the short-term market will be consolidated and the probability will be stable.

1、 Price trend

According to the monitoring of business news agency, the price of steam coal fell this week. At the beginning of the week, the average port price of thermal coal was maintained at 754 yuan / ton, while at the end of the week, the average port price of thermal coal was maintained at 747.5 yuan / ton, down 0.86%, up 45.15% year on year. On April 8, the steam coal commodity index was 90.51, down 0.27 points from yesterday, down 27.59% from the cycle’s highest point of 125.00 points (2021-01-19), and up 102.48% from the lowest point of 44.70 points on January 20, 2016. (Note: period refers to 2011-09-01 to now).

2、 Analysis of influencing factors

In terms of origin, the high level of coal at the head of the steam coal pit has decreased. Because of the hot sales in the mining area in the early stage, now the acceptance of the downstream is general, and the coal price has begun to callback slightly. And Yulin coal mine began to resume production, the overall supply is more sufficient than the previous period. In addition, in April, Mengxi began to release xinyuedu coal pipe ticket, and the overall supply may be improved.

In terms of downstream power plants: with the rise of temperature, civil power has basically ended, and the daily coal consumption of the port has dropped in recent days. As of April 6, the six major coastal power plants had a total inventory of 14.505 million tons, daily consumption of 653000 tons, and available days of 22.2 days. And the downstream began to resist the high price of coal, the desire to chase high is not strong. In addition, industrial power consumption has been on the right track, and the follow-up power consumption increment is not large.

Macro: according to the monitoring of the Ministry of Commerce, the national coal prices rose slightly last week (March 29 to April 4), among which the prices of steam coal, coking coal and No.2 anthracite lump coal were 613 yuan, 776 yuan and 940 yuan per ton, up 1%, 0.5% and 0.3% respectively.

Business analysts believe that: at this stage, the daily consumption of port is on the decline, industrial power consumption has entered normal, power demand is difficult to increase, and civil power is basically over. Moreover, in terms of producing area, the supply of steam coal is sufficient. On the whole, the price of steam coal may maintain a weak market, and the specific situation depends on the downstream market demand.