1、 Price trend

Latest price (February 23): 17500 yuan / ton

Key points of analysis: according to the data monitoring chart of business agency, the price of refrigerant R22 was temporarily stable on February 23, unchanged from the previous day. Recently, the raw materials hydrofluoric acid and chloroform are stable, the cost support is OK, but the export and domestic sales are still poor, and the downstream demand support is general, but the manufacturer supports the price and supports the increase of R22 price. At present, the price of raw material hydrofluoric acid is mostly 11340 yuan / ton, the price of chloroform is about 5100 yuan / ton, and the market quotation of R22 is mostly in the range of 17000-18000 yuan / ton.

R22 market is expected to run stably for the time being.

On February 22, the rare earth index was 1007 points, up 8 points from yesterday, hitting a record high in the cycle, up 271.59% from the lowest point of 271 points on September 13, 2015. (Note: the period refers to the period from December 1, 2011 to now)

The trend of domestic rare earth index is rising, and the prices of some domestic light rare earth praseodymium and neodymium series are rising. The price of praseodymium and neodymium oxide is rising by 5000 yuan / ton to 1.105 million yuan / ton, the price of praseodymium and neodymium oxide is rising by 10000 yuan / ton to 1.09 million yuan / ton, the price of neodymium oxide is 1.23 million yuan / ton, the price of metal praseodymium is 1.39 million yuan / ton, and the price of metal neodymium is rising by 20000 yuan / ton to 1.5 million yuan / ton, The price of dysprosium oxide is 3.145 million yuan / ton, dysprosium ferroalloy is 3.13 million yuan / ton, and metal dysprosium is 3.985 million yuan / ton. The price trend of domestic light rare earth market is rising, and the recent procurement is general. The price of dysprosium Series in domestic heavy rare earth market is temporarily stable, the price of terbium series is rising, and the downstream purchase is mainly on demand. Myanmar prohibits export. It is expected that the price trend of domestic rare earth market will rise in the later period.

Trade name: isopropanol

Latest price February 21: 7400 yuan / ton

Key points of analysis: on February 21, the focus of domestic isopropanol market was downward. At present, the overall transaction in the market is relatively cold. The confidence of the industry is insufficient, there are few downstream inquiries, the industrial resumption rate is low, more wait-and-see, and the factory shipment speed slows down.

Forecast: isopropanol may continue to decline slightly in the short term

According to the monitoring data of business agency, as of February 18, 2022, the average ex factory price of domestic butanone market is 13233 yuan / ton, which is basically the same as that on February 14. Compared with February 1 (the ex factory price of butanone is 12500 yuan / ton), the average price is increased by 733 yuan / ton, or 5.87%.

It can be seen from the data monitoring chart of business society that the overall high-level consolidation and operation of the domestic butanone market this week is dominated. After the Spring Festival holiday, the domestic butanone market ushered in a steady upward trend. After the festival, the operating rate of butanone plant was low, and the on-site supply was tight, supporting the steady upward trend of butanone market. At the beginning of this week (14th), the quotation of some butanone factories continued to rise slightly, with an increase range of 100-200 yuan / ton. The overall performance of downstream demand for butanone after the festival was general, the transaction was cautious, and the continuous rise of butanone market was insufficient. Under the support of less supply pressure, most factories made stable offers at high levels this week. As of the end of this week (18th), the ex factory price of domestic butanone was around 13000-13500 yuan tons. At present, the enthusiasm for downstream procurement is not obvious, The on-site transactions are mostly based on real order negotiation.

Upstream, on February 17, the overall trend of domestic liquefied gas was weak, and the Shandong market decreased slightly, with a range of 30-80 yuan / ton. The downstream maintains replenishment on demand, the market trading atmosphere is general, the manufacturer’s shipment is blocked, and the price is weak. Prices are expected to remain weak in the short term, mainly consolidation. According to the data monitoring of business agency, the average price of liquefied gas in Shandong civil market was 5476.00 yuan / ton on February 16 and 5454.00 yuan / ton on February 17, with a single day decline of 0.40%, down 1.55% compared with February 1.

Future analysis of butanone

At present, the transaction in the butanone market is cautious and the overall trading atmosphere is general. The butanone datagrapher of the business society believes that in the short term, there are many downside risks in the butanone market, and more attention should be paid to the basic changes in the supply and demand of butanone.

From February 11 to February 18, 2022, the market price of antimony ingots in East China was temporarily stable. The price was 75000 yuan / ton last weekend and 75750 yuan / ton this weekend, with an increase of 750 yuan / ton and a weekly increase of 1%.

The K-bar chart of commodity price uses the concept of K-line of price trend to reflect the weekly or monthly price changes in the form of bar chart. Investors can buy and sell investment according to the changes of K-bar chart. Red means: rising; Green means: falling; The height of K column indicates the range of rise and fall.

After the opening of the market after the festival, downstream manufacturers gradually resumed work. Although some downstream manufacturers in the northern region stopped production due to the impact of the Winter Olympic Games, they were affected by the shutdown of mainstream enterprises in Guangxi at the supply side. Driven by the tight supply expectation, the market trading was more enthusiastic, the market price was higher, and there were few replenishment transactions in the downstream. The overall trading of the market was still relatively cold. We still focus on demand, and the overall transaction is limited. Focus on the resumption of production of relevant enterprises in the future.