This week (7.29-8.5), the nitrile rubber market was weak and fell. According to the monitoring of the business community, as of August 5, the nitrile rubber price was 15975 yuan / ton, down 4.91% from 16800 yuan / ton last Friday. During the week, the ex factory price of nitrile rubber of Lanzhou Petrochemical was lowered, and the ex factory price of n41 was 16000 yuan / ton. The price of raw materials fell, the cost dragged, and the market transaction was light, so the offer of merchants fell. As of May 5, the mainstream offers of Russian nitrile 3365, shunze nitrile 3355 and Lanhua nitrile 3305 in East China were around 14600-15200 yuan / ton, and the mainstream offers of Nandi nitrile 1052 were around 18500-19000 yuan / ton.

The domestic nitrile rubber plant basically operates normally, and the supply of nitrile rubber in the market is loose. According to the business news agency, the 100000 t / a nitrile rubber unit of Lanzhou Petrochemical Company operates normally; The 30000 T / a nitrile rubber unit of Nanjing Jinpu YINGSA Synthetic Rubber Co., Ltd. is in normal production; At present, the 30000 T / a nitrile rubber unit of alantai rubber has been restarted to normal operation; Normal production of Zhenjiang Nandi 50000 T / a nitrile rubber plant; Ningbo shunze 65000 T / a unit operates under low load.

This week (6.17-6.24), the prices of butadiene and acrylonitrile dropped sharply, and the cost of nitrile rubber weakened. According to the monitoring of business agency, as of August 5, the price of butadiene was 8668 yuan / ton, down 9.88% from 9618 yuan / ton last Friday; As of August 5, the price of acrylonitrile was 9060 yuan / ton, down 6.60% from 9700 yuan last Friday.

At present, the downstream operation of nitrile rubber continues to be low, and the demand side is weak. According to the business agency, the downstream thermal insulation foam, rubber pipe and other industries started around 50-60%, the demand side support was weak, and the nitrile rubber market fell.

Future forecast: NBR analysts of business society believe that the supply of NBR exceeds the demand and the cost is low. It is expected that the NBR market will continue to be weak in the short term.

Domestic cobalt price fell on August 4

According to the data monitoring of the business agency, the cobalt price stopped falling on August 4, and the cobalt market fell. On August 4, the cobalt price was 319100 yuan / ton, down 0.93% from 322100 yuan / ton on the previous trading day. In August, the cobalt price fell violently, and the short-term decline of the cobalt market remained the same.

Key points of analysis

Cobalt price in LME market was temporarily stable, MB cobalt price fell slightly, and the decline of international cobalt price slowed down; The installed capacity of ternary battery increased slightly, but the growth rate was lower than expected. The sales of new energy vehicles increased, the sales of mobile phones fell sharply, and the demand of cobalt market was lower than expected. The price of cobalt salt fell, and the downward pressure of metal cobalt remained.

Aftermarket forecast

The demand rise was less than expected, the cobalt industry chain fell, and the pressure of cobalt price decline remained. It is expected that the cobalt price will fluctuate slightly in the future.

Acetone offers in major mainstream markets in China on the previous trading day are as follows:

Region, quotation, rise and fall range

East China, 4820, -50

Shandong Province, 5000, -50

Yanshan area, 5000, -50

South China. 5050, 0

International crude oil fell sharply, there were many negative factors in the peripheral environment, and the domestic acetone market as a whole fell slightly by 50 yuan / ton. Crude oil fell, and the wait-and-see mood of petrochemical products on the floor increased. The bearers’ pressured offer fell, the shipping intention increased, and the actual order made profits. Yesterday, there were few terminal inquiries, which was also an important reason for the decline of the market.

Pure benzene, the raw material, continued to decline. The transaction volume was generally 8600 yuan / ton for the mainstream candidates in East China, and there was more bearish in Shandong and other regions. Related products also showed a downward trend, with light trading on the floor.

Although some factories stopped for maintenance, there was sufficient supply, crude oil fell sharply, and the acetone market was expected to be 4800 yuan / ton today under the influence of the bad external environment.

According to the data monitored by the business community, as of August 2, the average price of domestic industrial grade premium cyclohexane was 9733.33 yuan / ton. The price rose narrowly in June, up 6.57% compared with the same period last month. The price rose slightly. At present, the quotation range of mainstream manufacturers is 9500-10000 yuan / ton. In the short term, it will maintain a stable medium to upper operation, the focus of negotiation is stable, the supply side is normal, and the downstream procurement atmosphere is general.

On the first ten days of July, the average price of domestic industrial grade superior cyclohexane was 9833.33 yuan / ton, and the quotation range of mainstream manufacturers remained about 9200 yuan / ton. The overall market supply and demand of cyclohexane was balanced, and the downstream just needed to purchase, the focus of negotiation was stable, and the supply side was normal. The latest prices of enterprises: 8400 yuan / ton for Jinan Mingyu Chemical Co., Ltd., 9800 yuan / ton for Liaocheng yuanze chemical products Co., Ltd., 9800 yuan / ton for Zhejiang jinmaotong Supply Chain Management Co., Ltd, Jinan Qichen Chemical Co., Ltd. is 9800 yuan / ton, and Zhejiang jinmaotong Supply Chain Management Co., Ltd. is 9800 yuan / ton. Upstream pure benzene: mainly stable operation. On July 12, Sinopec North China: Qilu Petrochemical quoted 9150 yuan / ton, Shijiazhuang refining and chemical quoted 9150 yuan / ton, and Tianjin Petrochemical quoted 9300 yuan / ton; East China: Yangzi Petrochemical offers 9300 yuan / ton; South China: Hainan refining and Chemical Co., Ltd. offers 9300 yuan / ton; Central China: the quotation of Wuhan ethylene is 9300 yuan / ton; Others: Dongming Petrochemical quote 9100 yuan / ton, Jingbo Petrochemical quote 9000 yuan / ton, HSBC Petrochemical quote 9200 yuan / ton, Weilian chemical quote 9003 yuan / ton, Xinhai Petrochemical quote 9100 yuan / ton.

In mid July, the average price of domestic industrial grade superior cyclohexane was 9833.33 yuan / ton, and the quotation range of mainstream manufacturers remained about 9266.67 yuan / ton. The overall market supply and demand of cyclohexane was balanced, and the downstream just needed procurement was the main. The focus of negotiation was stable, and the supply side was normal. The latest prices of enterprises: 8400 yuan / ton for Jinan Mingyu Chemical Co., Ltd., 9800 yuan / ton for Liaocheng yuanze chemical products Co., Ltd., 9800 yuan / ton for Zhejiang jinmaotong Supply Chain Management Co., Ltd, Jinan Qichen Chemical Co., Ltd. is 9800 yuan / ton, and Zhejiang jinmaotong Supply Chain Management Co., Ltd. is 9800 yuan / ton. Upstream pure benzene: upstream pure benzene operates weakly in a narrow range. In East China, Yangzi Petrochemical quoted 9150 yuan / ton; South China: Hainan refining and Chemical Co., Ltd. offers 9150 yuan / ton; Central China: the quotation of Wuhan ethylene is 9150 yuan / ton.

In late July, the average price of domestic industrial grade superior cyclohexane was 9833.33 yuan / ton, and the quotation range of mainstream manufacturers remained about 9266.67 yuan / ton. The overall market supply and demand of cyclohexane was balanced, and the downstream just needed procurement was the main. The focus of negotiation was stable, and the supply side was normal. The latest prices of enterprises: 8400 yuan / ton for Jinan Mingyu Chemical Co., Ltd., 9800 yuan / ton for Liaocheng yuanze chemical products Co., Ltd., 9800 yuan / ton for Zhejiang jinmaotong Supply Chain Management Co., Ltd, Jinan Qichen Chemical Co., Ltd. 9800 yuan / ton. Upstream pure benzene: upstream pure benzene operates weakly in a narrow range. In East China, Yangzi Petrochemical quoted 9150 yuan / ton; South China: Hainan refining and Chemical Co., Ltd. offers 9150 yuan / ton; Central China: the quotation of Wuhan ethylene is 9150 yuan / ton.

Chemical industry index: on August 1, the bulk commodity price index BPI was 1049 points, down 1 point from yesterday, down 21.89% from 1343 points (2021-10-19), the highest point in the cycle, and up 58.94% from 660 points, the lowest point on February 3, 2016. (Note: the period refers to 2011-12-01 to now).

According to the cyclohexane analyst of business agency, the cyclohexane market is expected to operate stably in August, with little price fluctuation. (if you want to get more commodity information and master commodity prices, you are welcome to subscribe to the commodities of the business club through the official account of the business club. The market is an opportunity).

On August 1, the price trend of domestic ammonium nitrate fell. Due to different production fuels, there was a large gap in manufacturers’ quotations. The mainstream of on-site negotiation was 4300-4700 yuan / ton, and the price quotation in Hebei was 4600-4700 yuan / ton. Recently, the price of liquid ammonia in the upstream raw material market fell, the price of nitric acid fell, and the decline of raw material price had a certain negative impact on the ammonium nitrate Market, but the sales of the downstream civil explosive industry came to an end, and the on-site supply of goods was normal recently, The market price of ammonium nitrate declined, and it is expected that the price will continue to decline in the later period. The market prices of ammonium nitrate in some parts of China are as follows:

Region, price (yuan / ton), rise and fall (yuan / ton)

Hebei, 4600-4700, -500

Henan, 4300-4400, -200

Shaanxi Province, 5000-5200, 0

Yunnan, 2900-3100, 0