According to the monitoring data of business agency, the average market price of dimethyl ether in Henan was 4310.00 yuan / ton on April 18 and 4290.00 yuan / ton on April 19, with a single day decline of 0.46%, an increase of 3.21% compared with March 1.

On the 19th, the domestic dimethyl ether Market Price weakened, some manufacturers in Henan market lowered the ex factory price twice, the Hebei and Shandong markets were stable in the middle and down, the current market support was insufficient, the civil market of raw methanol and related products liquefied gas was weak, and the market mentality was bad. It is expected that the dimethyl ether market will continue to decline in the short term.

Trade name: cryolite

Latest price (April 18): 7500 yuan / ton

Key points of analysis: today’s cryolite market is stable and small, and the average production price in Henan increased by 0.33% compared with the previous working day. At present, the production cost pressure of cryolite manufacturers is high, the operating rate of enterprises is reduced, the inventory is reduced, the downstream demand is stable, the mentality of operators is more on the sidelines, and the quotation of cryolite market is strong.

Crystal Market: wait and see the short-term supply of crystal market.

Recent urea price trend

As can be seen from the above figure, the domestic urea price rose slightly this week, from 2930.00 yuan / ton last weekend to 2938.00 yuan / ton this weekend, an increase of 0.27%, up 39.02% year-on-year compared with the same period last year. On April 14, the urea commodity index was 136.47, unchanged from yesterday, down 5.60% from the highest point of 144.57 in the cycle (2021-10-26), and up 145.45% from the lowest point of 55.60 on August 17, 2016. (Note: the period refers to the period from September 1, 2011 to now)

The cost support is weakened, the downstream demand is weakened, and the urea supply is sufficient

From the manufacturer’s quotation, the mainstream ex factory price of domestic urea increased slightly this week. Zhangzhou San’an urea quoted 3150 yuan / ton this weekend, which was temporarily stable compared with last weekend; Shandong Ruixing urea quoted 2880 yuan / ton this weekend, up 20 yuan / ton compared with last weekend; Hualu Hengsheng urea quoted 2920 yuan / ton this weekend, up 20 yuan / ton compared with last weekend;

From the upstream and downstream industrial chain data, the upstream products of urea fell slightly this week as a whole: the price of liquefied natural gas fell slightly, and the quotation fell from 7216.00 yuan / ton last weekend to 6804.00 yuan / ton this weekend, a decrease of 5.71%, a year-on-year increase of 100.71% compared with the same period last year; Coal prices have been stable recently. The price of liquid ammonia rose slightly. The quotation increased from 4953.33 yuan / ton last weekend to 4986.67 yuan / ton this weekend, an increase of 0.67%, a year-on-year increase of 28.30% compared with the same period last year. The price of melamine in the downstream of urea fell slightly this week, and the quotation fell from 11766.67 yuan / ton at the beginning of the week to 11233.33 yuan / ton at the end of the week, down 4.53%.

From the perspective of demand: agricultural demand is weakened and industrial demand is normal. At the end of spring ploughing, sporadic subsidies are made in the downstream. At present, the shipment of urea in some areas is blocked, the freight rate rises sharply, and the transportation situation will improve in the later stage. The operating load of compound fertilizer plant, plate plant and melamine plant is high, and the bargain hunting is followed up appropriately. In terms of supply, the daily output of urea has returned to more than 160000 tons. The policy of ensuring supply and price stability remains unchanged. On the whole, the cost of urea is generally supported, the downstream demand is weakened, the urea supply is high, the transportation is limited, and the future urea mainly fluctuates and falls in a narrow range.

The future price of urea is bearish

In the middle and late April, the domestic urea market may fluctuate and fall slightly, dominated by consolidation. Urea analysts of the business club believe that the upstream market fell slightly and the cost support was general. Spring ploughing has entered the end, mainly sporadic procurement. The operating load of compound fertilizer plant and plate plant is high, and the downstream demand is normal. On the whole, the cost support of urea is weakened, the downstream demand is weakened, and the urea supply is sufficient. In the future, the urea mainly fluctuates and falls slightly.

1、 Price trend

Latest price (April 14): 8970 yuan / ton

Key points of analysis: on April 14, the average domestic spot price of pvc5 was 8970 yuan / ton, up 0.22% from the previous trading day and 2.22% year-on-year. The disk fluctuated, the futures price fell after rising, the quotation of PVC spot market was stable and small, and the cautious wait-and-see attitude remained unchanged. The low-end price of the market was close to the high-end, but the transaction atmosphere was not warm. At present, the price of raw calcium carbide is about 4150-4250 yuan / ton, and the price of PVC is 8800-9400 yuan / ton.

PVC market is expected to fluctuate in a narrow range.

441# silicon price trend

Market analysis

Today, the price of metal silicon is weak and stable. According to the price monitoring of business society, the average price of domestic 441# metal silicon is 20920 yuan / ton, and 441# Huangpu port offers 20800-21000 yuan / ton, down 150 yuan / ton; The quotation of Tianjin port is 20800-21100 yuan / ton, flat; Kunming quoted 20500-20700 yuan / ton, down 150 yuan / ton; Sichuan’s quotation is 20500-20600 yuan / ton, flat; Shanghai quoted 21500-21700 yuan / ton, down 50 yuan / ton.

There are signs that the metal silicon market has stopped falling and stabilized. Yesterday, multiple departments of the management issued a notice on doing a good job in the prevention and control of highway traffic epidemic and ensuring smooth traffic, which will alleviate the import and export of enterprises to a certain extent. In addition, the silicon price is close to the cost line, the bargaining space is small, the trading atmosphere in the silicone DMC venue has warmed up, the recent market has increased slightly, there are still many enterprises that reduce production and stop production in the aluminum alloy industry, and the epidemic still continues to affect the consumption of aluminum alloy.

Business analysts believe that the impact of the epidemic and weak demand. Although silicon manufacturers intend to stabilize, the overall trend is still weak.