According to the monitoring data of business agency, from October 8 to 15, the average spot price of domestic asphalt increased from 3536 yuan / ton to 3648 yuan / ton. During the cycle, the price increased by 3.17%, 5.28% month on month and 60.88% year-on-year.

Affected by the typhoon “compass”, the construction of roads in the South was blocked, affecting the domestic asphalt demand. Domestic asphalt prices rose first and then fell. Sinopec refinery prices rose by 20-80 yuan / ton. However, with the outflow of current low-cost goods in some regions, the market price fell slightly. In the short term, crude oil remains high and volatile, and the market may maintain stability under the support of cost.

In the short term, on the demand side, with the cold weather in the north, the road demand will gradually weaken; In the southern market, considering the restriction of production and electricity and the high level of social library, it may have a negative impact on the price. Asphalt analysts of business society expect that considering that international crude oil remains high, asphalt prices are mainly strong.

1、 Price trend

Latest price (October 14): 14475 yuan / ton

Key points of analysis: according to the data monitoring chart of business society, the price of PVC futures fell sharply on October 14, and the closing price of 2201, the main contract, fell by 7.24%, while the willingness to follow the decline in the spot market was not strong, the price fell slightly by 0.34%, and the basis increased. At present, the price of raw materials is temporarily stable, the supply has improved slightly, and there is a decline expectation. In addition, with the recent strong rise of PVC, there is strong resistance in the downstream product industry, the transaction atmosphere is poor, the mentality of the industry is negative, and the wait-and-see mood is good.

Forecast: PVC market price is expected to fall in the short term.

According to the price monitoring of the business club, the price of viscose staple fiber has increased significantly recently. As of October 13, 2021, the factory quotation of 1.2D * 38mm viscose staple fiber in China is 14080 yuan / ton, an increase of 1840 yuan / ton, or 15%.

After the festival, due to the rise in the price of raw materials and the decrease in the operating rate, the process of removing viscose staple fiber from the warehouse was fast, the spot quantity was small, the price of viscose staple fiber rose sharply, and some manufacturers continued to close their plates, and the wait-and-see mood was still in. Under the situation of double reduction of supply and demand, the mentality of “buy up but not buy down” may ferment in all links or raise prices. The quotation of imported pulp has decreased in the past two days, the domestic dissolved pulp is more likely to fall, and the viscose cost may be reduced. After the cotton yarn price of downstream people rose sharply last week, it is mainly finishing this week, and the market sentiment may show a gentle trend.

Business analysts expect viscose staple fiber to rise in a limited space in the short term and will focus on finishing.

Trade name: lithium hydroxide

Latest price (October 12): 166333.33 yuan / ton

On October 12, the market of industrial lithium hydroxide was stable, flat compared with the previous trading day, up 14.98% compared with September 12, and up 84.81% year-on-year in a three-month cycle. At present, the price of raw materials is running at a high level, the cost side has a certain support, the demand side of industrial lithium hydroxide is relatively stable, and the market trading atmosphere is acceptable.

It is expected that in the short term, the market situation of industrial lithium hydroxide may be dominated by high-level operation.

On October 11, the rare earth index was 604 points, up 2 points from yesterday, down 39.60% from the highest point of 1000 points in the cycle (December 6, 2011), and up 122.88% 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. The prices of some domestic light rare earth praseodymium neodymium series are rising. The price of praseodymium neodymium oxide is rising by 1000 yuan / ton to 602500 yuan / ton, the price of praseodymium neodymium metal is rising by 5000 yuan / ton to 747500 yuan / ton, the price of praseodymium oxide is 640000 yuan / ton, the price of neodymium oxide is 627500 yuan / ton, the price of metal praseodymium is 860000 yuan / ton, and the price of metal neodymium is 775000 yuan / ton, The price of dysprosium oxide increased by 25000 yuan / ton to 2.745 million yuan / ton, the price of dysprosium ferroalloy increased by 55000 yuan / ton to 2.715 million yuan / ton, the price of metal dysprosium increased by 70000 yuan / ton to 3.515 million yuan / ton, some prices in the domestic light rare earth market increased, the recent procurement was general, the price trend of praseodymium neodymium series was stable, the price of dysprosium Series in the domestic heavy rare earth market increased recently, and the price trend of terbium series increased, Downstream procurement is mainly on demand, and Myanmar prohibits export. It is expected that the price trend of domestic rare earth market will rise slightly in the later stage.