Trade name: yellow phosphorus

Latest price November 24: 38000 yuan / ton

Key points of analysis: on November 24, the domestic yellow phosphorus market price was temporarily stable. The overall market trading was ok, the downstream inquiry increased, and the procurement was more active. With the increase of electricity price in various regions, the supply of phosphate rock is tight and the cost of enterprises increases. Yellow phosphorus enterprises have a strong willingness to increase prices. It is expected that the price of yellow phosphorus will mainly rise in the short term.

1、 Price trend

Latest price (November 23): 10133.33 yuan / ton

Key points of analysis: according to the data monitoring chart of business society, on November 23, the phosphoric acid market continued to maintain a stable state, and the wait-and-see mood did not decrease. Recently, the price of raw material yellow phosphorus was stable and there were signs of upward adjustment. Phosphoric acid enterprises made multiple stable adjustments, and the market as a whole was relatively stable. The offers of cargo holders were mostly in the range of 9000-11500 yuan / ton, with little fluctuation.

It is expected that the phosphoric acid market will continue to operate smoothly.

Product Name: propylene glycol

Latest price (November 22): 18600 yuan / ton

Key points of analysis: according to the data monitoring chart of business agency, on November 22, the domestic propylene glycol market was moving upward. The average ex factory price of propylene glycol was 18600 yuan / ton. Compared with the previous working day, the average price was increased by 300 yuan / ton, an increase of 1.64%. On the 22nd, propylene glycol was supported by export, the transaction atmosphere was good, the factory quotation was firm and increased, the downstream demand just needed to be followed up, and the overall trading atmosphere improved.

Future forecast: at present, the raw material propylene oxide has stabilized and the cost support of propylene glycol has increased. The propylene glycol datagrapher of business society believes that the propylene glycol market will mainly operate in a stable and strong manner in the short term, and the specific trend needs to pay more attention to the follow-up of downstream demand.

According to the monitoring data of business agency, from November 12 to November 19, the average market price of cyclohexanone in China fell from 11175 yuan / ton to 10475 yuan / ton, a decrease of 6.26% in the week, a month on month decrease of 12.12% and a year-on-year increase of 59.32%.

The domestic cyclohexanone market fell significantly this week. Traders’ quotations have been lowered many times. After the manufacturer suspended the quotation for a period of time, it quoted a low price, which increased the bearish sentiment in the market. The enthusiasm of downstream purchasing is poor, and the atmosphere of just needing to buy is light.

Summary of domestic cyclohexanone market as of November 19:

region ., Price

East China 10200-10400 yuan / ton cash delivery

South China 10900-11100 yuan / ton cash delivery

Shandong region 10100-10200 yuan / ton cash delivery

In terms of raw materials, pure benzene was lowered and listed twice in the week, with a total of 600 yuan / ton, and the cost surface collapsed.

Comparison chart of price trend of pure benzene (upstream raw material) and cyclohexanone in business society:

The downstream caprolactam supply is relatively abundant, the enthusiasm for external extraction of cyclohexanone has decreased significantly, the delivery of cyclohexanone is not smooth, the market supply has increased, some factories have made substantial profits, the market wait-and-see atmosphere is strong, and the transaction at high prices is weak.

Comparison chart of price trend of cyclohexanone and caprolactam (downstream products) in business community:

Cyclohexanone is in a situation of oversupply in the short term. Cyclohexanone analysts of business society expect that the short-term cyclohexanone market will mainly decline in a narrow range.

On November 18, the rare earth index was 749 points, the same as yesterday, down 25.10% from the highest point of 1000 points in the cycle (December 6, 2011), and up 176.38% 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 temporarily stable. Some prices of domestic light rare earth praseodymium neodymium series are lower, the price of praseodymium neodymium oxide is reduced by 2500 yuan / ton to 782500 yuan / ton, the price of praseodymium neodymium metal is 950000 yuan / ton, the price of praseodymium oxide is 825000 yuan / ton, the price of neodymium oxide is 817500 yuan / ton, the price of metal praseodymium is 1.08 million yuan / ton, and the price of metal neodymium is 99000 yuan / ton, The price of dysprosium oxide fell by 30000 yuan / ton to 2.92 million yuan / ton, the price of dysprosium ferroalloy fell by 20000 yuan / ton to 890000 yuan / ton, the price of metal dysprosium was 3.78 million yuan / ton, the price trend of domestic light rare earth market fell, the recent procurement was general, the price of praseodymium neodymium series fell, the price of dysprosium series fell slightly in domestic heavy rare earth market, the price of terbium series fell, and the downstream procurement was mainly on demand, Myanmar has banned exports, and it is expected that the domestic rare earth market price may decline slightly in the later period.