According to the price trend chart of fluorite, the price trend of fluorite is clearly rising. According to statistics, the average price of fluorite in China as of December 2 is 2883.33 yuan / ton, and the price trend of fluorite in China is slightly rising. According to statistics, the price of 97 fluorite wet powder in Inner Mongolia is 2700-2900 yuan / ton, that of 97 fluorite wet powder in Fujian is 2800-3000 yuan / ton, that of 97 fluorite wet powder in Henan is 2800-3000 yuan /The price of 97 fluorite wet powder in Jiangxi is 2800-3000 yuan / ton.

In recent years, the price trend of fluorite in China has increased slightly. First, the national environmental protection inspection shows that the operation rate of fluorite is average. Some domestic mines and flotation units have been shut down, which has reduced the spot supply of fluorite in the site. Some small and medium-sized enterprises have stopped production. Some goods holding businesses still have a strong price intention, and the price of fluorite in China has increased slightly. Second, as the temperature drops, the northern fluorite manufacturers are gradually restricted, the domestic supply of fluorite is declining, the price of fluorite in the site is supported to a certain extent, and the price of fluorite is rising. 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. In the near future, the price of hydrofluoric acid Market and refrigerant industry has increased, and it is expected that fluorite prices will continue to rise in the later period.

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

As of the 2nd day, the average price of domestic hydrofluoric acid market is 10500 yuan / ton. Recently, the domestic hydrofluoric acid market continues to rise. The mainstream of hydrofluoric acid negotiation in Fujian is 9500-10500 yuan / ton, in Shandong is 10000-11000 yuan / ton, in Jiangxi is 9500-10500 yuan / ton, in Inner Mongolia is 9500-10500 yuan / ton. The supply of hydrofluoric acid market is positive Often, the market price rises slightly.

In the near future, the operation rate of hydrofluoric acid in China is about 60%. The enterprises report that the spot supply of hydrofluoric acid in the site is normal at present. In the near future, the market price of hydrofluoric acid in China continues to rise due to the price rise in the downstream market and the price rise in the upstream fluorite market. However, some manufacturers report that the market price of hydrofluoric acid is still in deficit. In a comprehensive view, the market price of hydrofluoric acid in China has improved Continue to rise. In the near future, the transaction market of the downstream refrigerant market of the terminal has increased slightly. At present, the automobile industry has entered the cycle of goods preparation. The supply of R22 in China is tight. The market price of R22 in China has increased. The starting load of the manufacturer’s production unit is still not high. The supply capacity of the market source has declined. The downstream air conditioning manufacturer has maintained the demand, but the supply is tight. The price of domestic large enterprises is mainly Flow rose to 13500-14500 yuan / ton. The price trend of R134a market in China has increased slightly, and the unit operating rate of production enterprises has maintained a low level. At present, the automobile industry has entered the stock cycle, and the demand for R134a has slightly improved. At present, the supply of R134a in the market is a little tight, the price has slightly increased, the downstream market has improved, and the price trend of hydrofluoric acid market has slightly increased. In addition, the supply of fluorite in the North has gradually declined. It is expected that hydrofluoric acid Market in the later period Market prices may continue to rise.

I. price trend:

According to the data monitoring of business agency, the quotation of Sinopec orthobenzene contract is stable this week, and the market of orthobenzene is stable. As of November 29, the contract price of o-xylene Sinopec was 6200.00 yuan / ton, which was stable compared with the price of 6200.00 yuan / ton at the beginning of the week (November 25). The price is 16.22% lower than that of the same period last year.

II. Market analysis:

Product analysis

This week, the price of benzene was volatile and fell. On November 29, the price of benzene in Europe was 860 US dollars / ton, down 5 US dollars / ton from last week. The external price of ortho benzene fell, the price of imported ortho benzene fell, the market of port ortho benzene fell, the inventory of port was low, the negative pressure on the market of ortho benzene in the future increased, and the positive momentum weakened. Sinopec’s listing price of o-xylene in East China is 6200 yuan / ton, the supply of o-xylene is stable, the purchasing enthusiasm of the downstream of o-xylene is general, the purchasing enthusiasm of o-xylene is poor, the favorable momentum of the future market of o-xylene is insufficient, and the downward pressure is weakened.

Factor analysis of industrial chain

This week, the price of mixed xylene fell in shock, mixed xylene market was negative, the decline of raw material price was negative for o-benzene market, o-benzene cost was reduced, o-benzene market was more negative and less positive, and the downward pressure of o-benzene market increased the upward momentum.

This week, the price of phthalic anhydride remained stable, the market of phthalic anhydride for o-benzene weakened, the price of naphthalene phthalic anhydride fell, the market of phthalic anhydride was negative, the market of the downstream of o-benzene fell, and the overall market was weaker, and the negative increased. In terms of plasticizers, this week’s weak DOP market fell, after the market downward pressure increased the upward momentum weakened. In the early stage, the market of phthalic anhydride, plasticizer and other downstream products recovered, which brought a certain upward momentum to the market of orthobenzene. However, this week, the market of downstream products weakened, the industry chain weakened, the bad news increased, the orthobenzene advantage weakened, and the downward pressure of the future market of orthobenzene increased, and the upward momentum weakened.

3. Future forecast:

According to Bai Jiaxin, an analyst of o-xylene data of business association, the price of o-xylene raw materials mixed with xylene fell sharply this week, the cost of o-benzene fell, and the rising power of o-benzene market weakened; on the demand side, the market of o-phthalic anhydride fluctuated and remained stable this week, but the falling market of naphthalene phthalic anhydride was bad for o-phthalic anhydride, which affected the recovery of o-benzene market, the market of plasticizer slightly fell, and the downstream market of o-benzene In terms of external market, the price of external market of orthobenzene fell sharply this week, and the port inventory rose, which was negative for domestic orthobenzene market. To sum up, this week’s o-xylene market is more bearish and less favorable, and the upward momentum is weakened and the downward pressure is increased. The earlier recovery of o-xylene industry chain market has a certain upward momentum accumulation. Although the industry chain market is negative this week, it is not enough to change the stable trend of o-xylene, and it is expected that the future o-xylene market will be weak and stable.

The future market should focus on: the cost of o-benzene, the price trend of downstream phthalic anhydride and plasticizer. Attention can be paid to: the external plate of o-benzene.

On November 27, the rare earth index was 336, the same as yesterday, 66.40% lower than the highest point in the cycle, 1000 (2011-12-06), and 23.99% higher than the lowest point, 271 on September 13, 2015. (Note: cycle refers to 2011-12-01 to now).

The average price of neodymium, dysprosium and praseodymium in rare earth metals decreased by 3000 yuan / ton to 360000 yuan / ton, 2035000 yuan / ton and 650000 yuan / ton respectively. The average price of praseodymium neodymium oxide in rare earth oxide decreased by 500 yuan / ton to 284500 yuan / ton; the price of dysprosium oxide increased by 10000 yuan / ton to 1630000 yuan / ton; the average price of praseodymium oxide was 335000 yuan / ton; the average price of neodymium oxide decreased by 500 yuan / ton to 286500 yuan / ton. The price of praseodymium neodymium alloy in rare earth alloy decreased by 3000 yuan / ton to 360000 yuan / ton; the average price of dysprosium ferroalloy increased by 10000 yuan / ton to 1620000 yuan / ton.

The price of heavy rare earth in the rare earth market rose, the domestic supply policy of heavy rare earth market, the export of heavy rare earth improved, and the domestic price of heavy rare earth rebounded and rose. In addition, the demand for permanent magnet has increased recently, the market trend of PR nd series products is general, the on-site supply is normal, the demand for light rare earth is general in the near future, and the market price remains low. The price fluctuation of rare earth market is related to the national environmental protection supervision. Rare earth production has particularity, especially some products have radiation hazards, which makes the environmental protection supervision more strict. Under the strict inspection of environmental protection, the manufacturer reasonably controls the sales, but the downstream demand has not changed much in the near future, and the price trend of most rare earths is mainly stable.

The Ministry of industry and information technology and the Ministry of natural resources issued the notice on the total amount control indexes of rare earth mining and smelting separation and tungsten mining in 2019. The total amount control indexes of rare earth mining and smelting separation in 2019 were 132000 tons and 127000 tons respectively. The total control index of tungsten concentrate (65% of tungsten trioxide) mining in China is 105000 tons, including 78150 tons of main mining index and 26850 tons of comprehensive utilization index. In addition, the national environmental protection department has made unremitting efforts in strict inspection, which has a great impact on the rare earth industry. The rare earth industry has a relatively low start-up situation, and the market situation is cold, which has brought some good support to the rare earth market. Recently, Geng Shuang, spokesman of the Ministry of foreign affairs, said that China is the world’s largest country in rare earth reserves and production, and plays an important role in the global rare earth industry chain. China has been adhering to the principle of openness, coordination and sharing, promoting the development of domestic rare earth industry, and is willing to meet the legitimate needs of the development of all countries in the world with rare earth resources and products, so as to promote China’s economy and the world Economic development plays an active role. China’s rare earth production accounts for 73% of the world’s total, ranking first in the world and playing an important role in the game between big countries. Rare earth PR nd and Dy TB are mainly used in NdFeB magnetic steel. The supply and demand pattern of rare earth industry is expected to further improve, China’s domestic demand has improved, and the price of domestic rare earth market has increased.

Rare earth analysts of the business club expect that in the near future, the intensity of strict environmental protection inspection will not be reduced in China. In addition, the order of rare earth industry will be rectified in China, and the supply of rare earth industry in Jiangxi will maintain a low level. However, in the near future, the national rare earth export will get good support, and the rare earth market is expected to rise slightly.

1. Trade name: standard aluminum ingot (99.70)

2. Latest price (November 27, 2019): 13966.67 yuan / ton

3. Analysis points:

Supply side: the new capacity is relatively centralized. In November, the newly increased production capacity mainly concentrated in Inner Mongolia Xinhengfeng, Chuangyuan metal, Guangxi baikuang, Guangyuan Linfeng and Yunnan Shenhuo, etc., all of which have started or are about to start the new production capacity. In terms of resumption of production, the 500000 ton production capacity shut down by Xinjiang Xinxin for some reason was resumed by power on November 15 and completed by the end of December. Guangxi Investment Group Yinhai Aluminum Co., Ltd. announced to withdraw the capacity of 200000 tons of electrolytic aluminum (336 240kA electrolytic cells) and replace it with Guangxi Huasheng electrolytic aluminum project.

Consumer end: the domestic performance is relatively flat, the aluminum export performance is poor, and the fundamentals are weak as a whole.

4. Future forecast:

The start of heating season will affect the production of electrolytic aluminum to a certain extent. At present, the aluminum ingot Market is relatively stable, and it is expected to run mainly in the first line of 14000 shocks in the near future.

I. price trend

According to the monitoring data of business agency, on November 26, the average ex factory price of domestic grade 52 chlorinated paraffin was 5066 yuan / ton, and the price per day fell by 2.56%. Up to now, the commodity index of chlorinated paraffin on November 26 is 75.43, down 1.99 points from yesterday, down 31.07% from the highest point of 109.43 (2013-12-03), and up 18.14% from the lowest point of 63.85 on September 26, 2016. (Note: cycle refers to 2012-06-01 to now)

II. Market analysis

Products: at present, the ex factory price of grade I product of chlorinated paraffin 52 in South China is 4600-5500 yuan / ton, the ex factory price of grade I product of chlorinated paraffin 52 in North China is 4500-5500 yuan / ton, the ex factory price of grade I product of chlorinated paraffin 52 in East China is 5200 yuan / ton, the ex factory price of grade I product of chlorinated paraffin 52 in Central China is 4800-5500 yuan / ton, and the ex factory price of grade I product of chlorinated paraffin 52 in Northeast China is 5000-5500 yuan / ton 。 The ex factory quotation of grade I chlorinated paraffin 52 in Shandong Province is about 4800-5500 yuan / ton. The ex factory quotation of grade I chlorinated paraffin 52 in Northwest China is about 5000-5500 yuan / ton.

Industrial chain: the US China trade consultation has released positive signals, with international crude oil rising slightly, and the aftermarket is mainly volatile. The market price of liquid wax is stable and the manufacturer has a strong wait-and-see attitude. The liquid chlorine market is difficult to rise, the purchasing power of downstream is weak, the prices of some manufacturers are lowered, and most prices are stable.

Industry: according to the price monitoring of the business agency, in the 46th week of 2019 (11.18-11.22), there are 19 kinds of commodities rising month on month in the list of commodity prices in the chemical industry sector, among which there are 2 kinds of commodities rising by more than 5%, accounting for 2.4% of the number of commodities monitored in the sector; the top three commodities are isopropanol (9.31%), acetone (6.28%) and acrylic acid (3.24%). There are 26 kinds of commodities falling on a month on month basis, with 3 kinds of commodities falling by more than 5%, accounting for 3.5% of the number of commodities monitored in this sector; the top 3 products falling are caustic soda (- 11.61%), epichlorohydrin (- 8.58%) and sulfur (- 5.42%). This week’s average was – 0.38%.

III. future forecast

Analysts of chlorinated paraffin from business association believe that at present, the domestic chlorinated paraffin market is weak, and there is no good support. The price of raw materials is low. Most downstream enterprises need to purchase, and some enterprises adjust slightly. The overall market is not optimistic. It is expected that the market of chlorinated paraffin will rise difficultly in the later period, and the weak consolidation will continue.