1、 Price trend
According to the bulk data monitoring of business news agency, as of March 11, the average price of refrigerant R22 was 14100 yuan / ton, which was 3.28% higher than that at the beginning of the week, 11.82% higher than that at the beginning of the week, and 14% lower than that at the same period last year.
According to the bulk data monitoring of business news agency, as of March 12, the average price of refrigerant R134a was 19766.67 yuan / ton, up 1.72% from the beginning of the week, flat on a month on month basis, and down 12.15% from the same period last year.
2、 Market analysis
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This week, the price of refrigerant R22 rose, and the raw material trichloromethane rose by about 50% since February. Supported by the strong cost side, R22 opened an upward channel, rising by 6.77% since March, boosting market sentiment. Last week, traders basically returned to the market after the festival, with an increase in hoarding. Manufacturers started work at a high level, with a strong price support mentality. Prices generally rose. As of the 5th, R22 rose by 3.39%, increased by 7.89% on a month on month basis, and fell by 16.73% on a year-on-year basis. Entering this week, the market’s rising sentiment is still not reduced. The price of raw material hydrofluoric acid is stable, but chloroform continues to rise. 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 high, the delivery is not under pressure, and some enterprises receive orders in limited quantity. The market’s rising sentiment is still in the short-term trend. At present, R22 market quotation is mostly around 15000-17000 yuan / ton, Shandong quotation is about 15500-17000 yuan / ton, Zhejiang quotation is about 15000-16000 yuan / ton, Hunan quotation is about 14500-15000 yuan / ton, Shanghai quotation is about 15500-16000 yuan / ton, the prices are generally up, and there is still a rising period.
This week, the price of refrigerant R134a rose slightly. Some hydrofluoric acid plants were overhauled, and the spot supply on the site was normal. The price remained at a high level, and the support was acceptable. In addition, the export was also improved. A few manufacturers had maintenance plans, which was slightly favorable to the situation of oversupply on the site. However, the terminal demand did not show any enthusiasm for purchasing. The car market continued to be weak, and the enthusiasm of traders for hoarding goods was general Most of them hold a wait-and-see attitude and adjust their quotation according to their own shipping situation, but the price does not change much in the short term. At present, R134a market quotation is mostly in the range of 19000-22000 yuan / ton, Shandong quotation is about 20000-20500 yuan / ton, Zhejiang quotation is about 19300-21600 yuan / ton, Hunan quotation is about 20500-21000 yuan / ton, Jiangsu quotation is about 22000 yuan / ton, Shanghai quotation is about 20000 yuan / ton, the price rises slightly.
In terms of raw materials, on March 12, the reference price of hydrofluoric acid was 10611.11, which was the same as that on March 1. The mainstream price of domestic anhydrous hydrofluoric acid manufacturers was 10000-11000 yuan / ton, and the ex factory price trend of on-site merchants rose slightly. The domestic hydrofluoric acid manufacturers had a general operating rate, and the supply of on-site goods was slightly tight. Affected by the high price of fluorite, the demand of downstream refrigerant industry was general, and on-site purchasing was on demand It is expected that the market price will remain stable in the future.
Trichloromethane. Since February, the trichloromethane market in Shandong has risen sharply. As of March 10, the average price of trichloromethane in Shandong was about 3646.67 yuan / ton, up 51.94% from 2400 yuan / ton in early February. At present, the inventory pressure of trichloromethane production enterprises in Shandong is not great. In addition, the price of raw materials rises sharply, the cost is driven, and the demand side overlaps with the downstream peak season. It is expected that the price of trichloromethane will still have upward space in the later period.
3、 Future forecast
Refrigerant analysts of business news agency believe that the current rising raw material prices and strong cost support drive the trend of refrigerant prices, while the export side gradually improves. It is expected that R22 will still rise under the cost support in the short term, and R134a will not continue to rise. It is expected that the price will be stable in the short term.
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