I Price trend

According to the monitoring data of business agency, the average quotation of EPS ordinary materials at the beginning of this week was 111255 yuan / ton, and the average price of EPS ordinary materials at the weekend was 10875 yuan / ton, with the price down 2.25% and an increase of 2.11% compared with the same period of the year.

II quotations analysis

The domestic EPS price fell, the situation in Russia and Ukraine may ease, the crude oil shock fell, and the styrene price fell all the way. In addition, due to the influence of local force majeure factors, some merchants had poor purchase intention, the inventory was low and the terminals in normal production were replenished on demand, and the overall trading atmosphere was weak. As of March 17, the ordinary materials of Jiangsu sample enterprises were 10900 yuan / ton, a month on month decrease of 500 yuan / ton, a decrease of 4.39%, and the barrier fuel was 11800 yuan / ton, a month on month decrease of 500 yuan / ton, a decrease of 4.07%.

It is expected that the downstream transportation of crude oil will continue to fluctuate or the downstream logistics will not be smooth next week. On the supply side, the logistics and transportation in some regions are not smooth, and the production of some devices is reduced. It is expected that the domestic EPS will start or decline slightly next week.

III Future forecast

The logistics and transportation in some EPS regions are limited, the mentality of merchants is tangled, and the overall transaction is not good. The EPS market is expected to be weak and volatile as a whole next week.

The latest p-value price of ethylene glycol on March 17 was 5133.33 yuan / ton.

Today’s ethylene glycol market shock finishing. As the price of upstream crude oil rises, IEA believes that the decline in demand caused by the price rise will not offset the lack of oil supply in Russia. Repeated domestic epidemics have affected demand and transportation. The outer market of ethylene glycol fluctuated in a narrow range in the afternoon. Recently, near 675 of the cargo negotiation, the port inventory remains high, the downstream textile buying atmosphere is general, the transaction is deadlocked, and it is in a state of high construction, high inventory, high cost and low demand.

Forecast: restrained by the cost side, it fluctuates widely.

The market price of ammonium chloride is high and strong. According to the monitoring of business society, the price of domestic ammonium chloride and dry ammonium chloride was 1295 yuan / ton on the 16th, which was mainly stable compared with the previous day. Since March, the price of raw liquid ammonia has risen, and the cost support has strengthened. The price of urea has remained high recently, which supports ammonium chloride. The operating rate of domestic combined caustic soda is at the level of 70 ~ 80%, the operating rate in some regions is low, the supply of ammonium chloride market is generally tight, there are many orders to be issued by manufacturers, and the price is strong.

On the one hand, it is expected that the supply and demand of ammonium chloride will continue to rise strongly in the near future, which is supported by the expected high demand of ammonium chloride in the international market. On the other hand, it is expected that the supply and demand of ammonium chloride will continue to rise in the near future.

1、 Price trend

Latest price (March 15): 8950 yuan / ton

Key points of analysis: on March 15, the average domestic spot price of pvc5 was 8950 yuan / ton, down 1.32% from the previous trading day and up 2.58% year-on-year. The market weakened, and the decline of futures prices led to the downward shift of the focus of the spot market. The prices of PVC enterprises were mostly reduced by 100-200 yuan / ton. The mentality of the industry was negative. Although the raw materials rose recently, due to the impact of public health events, the demand of downstream products industry weakened, and the PVC market fell. At present, the price of raw calcium carbide is about 4400-4550 yuan / ton, and the price of PVC is 8700-9100 yuan / ton.

The PVC market is expected to decline slightly.

Trade name: TDI

Latest price (March 14): 19375 yuan / ton

Key points of analysis: today, the average price of TDI market in East China decreased by 0.64% compared with the previous working day, and the domestic TDI market will wait and see the consolidation and operation. At present, there is little change in the start-up of devices in the main domestic TDI factories, the spot market continues to be tight, the favorable conditions in the terminal market are weakened, the quotation of cargo holders is temporarily stable and wait-and-see, the downstream gas buying is general, the market just needs to be followed up, and the TDI market is slightly downward. At present, the quotation range of dealers in East China is about 18500-19100 yuan / ton for domestic goods and about 19000-19500 yuan / ton for Shanghai goods.

Aftermarket forecast: the TDI market is weak in the later stage, and pay attention to the market supply and downstream follow-up.