Trade name: TDI

Latest price (February 9): 19425 yuan / ton

Key points of analysis: today, the average price of TDI market in East China increased by 1.97% compared with the previous working day, and the domestic TDI market continued to operate strongly. Domestic TDI units started at a low level, Gansu Yinguang and Yantai Juli units have not been restarted, Wanhua Fujian units operate unsteadily, the market spot filling is slow, overseas TDI supply is tight, the price is high, the on-site goods holders have a strong mentality of supporting the market, and the TDI market operates at a high level. At present, the quotation range in East China is about 18500-20000 yuan / ton for domestic goods and about 19000-20500 yuan / ton for Shanghai goods.

Future forecast: in the later stage, the TDI market is relatively strong, and the specific attention is paid to the market supply and downstream follow-up.

1、 Trend analysis

According to the nickel price monitoring of the business society, the spot nickel rose slightly after the year. As of the 8th, the spot price of nickel was reported at 176250 yuan / ton, up 3.8% from the previous trading day and 14.18% from the beginning of the year.

The US dollar weakened, and Lun Ni closed up 2.09% overnight; LME inventory continued to be removed, which exacerbated the concern of supply shortage. The demand for replenishment after the festival increased the transaction rate, and the nickel price may maintain the rise. In terms of supply, the price of high nickel iron rebounded, and the mainstream transaction price was 1400-1430 yuan / nickel. With the implementation of Indonesia’s high nickel matte project, the potential pressure on the supply of nickel sulfate raw materials increases. In terms of demand, the recent arrival of stainless steel is not much, and Hongwang cold rolling is mainly used for warehouse delivery. The accumulation of stainless steel social warehouse is limited, and the prospect of new energy vehicles continues to be good. In terms of inventory, explicit inventory at home and abroad almost fell to the lowest range in history. Nickel prices are expected to remain strong in the short term.

On February 7, DOP price was temporarily stable

According to the data monitoring of business agency, the DOP price was temporarily stable on February 7, and the DOP market was temporarily stable. On February 7, the DOP price was 11425 yuan / ton, which was temporarily stable compared with the DOP price of 11425 yuan / ton before the festival; The cost is temporarily stable, and the DOP market is temporarily stable.

Key points of analysis

After the festival, the price of raw material isooctanol was temporarily stable, the price of phthalic anhydride was strong and temporarily stable, and the cost of DOP was temporarily stable; Downstream plastic PVC prices fluctuated and adjusted, and the demand was temporarily stable; The market just needs to purchase, and the downstream replenishment after the festival. The demand stabilizes after a short rise.

Future expectations

The cost is temporarily stable, the demand is expected to increase, the upward momentum of DOP remains, the downward pressure is weakened, and the DOP price tends to stabilize in the future.

1、 Price trend

According to the monitoring data of business agency, the average factory price of domestic ammonium sulfate was 1590 yuan / ton on January 1 and 1490 yuan / ton on January 27. The price of ammonium sulfate fell by 6.29% this month.

2、 Market analysis

Due to the low demand, the ammonium sulfate market continued to decline in the first ten days of this month, and the price trend fell. The bidding price of coking grade ammonium sulfate continued to decline, fell sharply, and the internal grade ammonium sulfate was slightly adjusted. In the middle of this month, the price of coking grade ammonium sulfate rose, and the on-site trading increased. Enterprises flexibly adjust prices, and most enterprises increase their quotations by 50-200 yuan / ton. The trend of domestic ammonium sulfate is weak, the export demand is reduced, and the price of high priced ammonium sulfate is declining. The downstream just needs to purchase ammonium sulfate, mainly in the early stage. Late this month, the market of coking grade ammonium sulfate rose steadily, and the trend of Hexian grade ammonium sulfate was poor. Traders have more stocks and are still resistant to the high price of ammonium sulfate. The export market is weak, and the price of Hexian grade ammonium sulfate is lowered again. Ammonium sulfate Market differentiation, coking grade and hexene grade ammonium sulfate price difference narrowed. As of January 27, the mainstream factory quotation of coking grade ammonium sulfate in Shandong is 1330-1400 yuan / ton, that in Hebei is 1320-1380 yuan / ton, that in Shanxi is 1250-1350 yuan / ton, that in Henan is 1280-1350 yuan / ton, and that in Heilongjiang is about 1400 yuan / ton. Hexene grade ammonium sulfate, the factory quotation in Shandong is 1550-1650 yuan / ton.

In the downstream compound fertilizer market, at the beginning of this month, the compound fertilizer market was stable and small, and the purchase of ammonium sulfate was just in need of replenishment. The price of monoammonium phosphate, the raw material of compound fertilizer, stopped falling, and the cost side support was acceptable. Compound fertilizer manufacturers intend to raise prices, and the market of compound fertilizer is relatively optimistic. In the middle of the month, the operating rate of compound fertilizer increased, the price of compound fertilizer in some enterprises increased, and the on-site trading was good. The purchase quantity of ammonium sulfate just needs replenishment, and the demand has increased. The market of compound fertilizer raw materials is strong and the cost side support is better. At the end of the month, the enthusiasm for preparing compound fertilizer weakened, the upward power was insufficient, and the demand for ammonium sulfate decreased.

3、 Future forecast

Ammonium sulfate analysts of business society believe that at present, the ammonium sulfate Market is divided and running, with ups and downs. The market of coking grade ammonium sulfate is stable and the delivery of goods is smooth. Domestic ammonium sulfate is shipped at a reduced price, mainly for just demand. Due to the epidemic situation and the approaching Spring Festival, logistics and transportation are tight. Traders are mainly on the sidelines and cautious. It is expected that coking grade ammonium sulfate will be stable and good in the short term, while hexene grade ammonium sulfate will be weak and run downward.

1、 Price trend

Latest price (January 26): 28000 yuan / ton

Key points of analysis: according to the data monitoring chart of business society, on January 26, the price of refrigerant R134a was temporarily stable, the price of raw material hydrofluoric acid was temporarily stable, the price of trichloroethylene increased, the cost support was strong, most of the downstream demand side had holidays, dealers withdrew from the market, market transactions were scarce, gradually stopped, and there were few price adjustments by enterprises. Up to now, the price of raw material hydrofluoric acid is about 11700 yuan / ton, The market quotation of R134a is in the range of 24000-30000 yuan / ton.

R134a market is expected to be stable in the short term.