According to the price monitoring data of business society, as of August 18, the average reference price of domestic n-propanol was 7400 yuan / ton. Compared with the price on August 15 (the reference average price of n-propanol was 7233 yuan / ton), the average price increased by 167 yuan / ton, an increase of 2.30%. Compared with the price on August 1 (the reference average price of n-propanol was 7100 yuan / ton), the average price increased by 300 yuan / ton, an increase of 4.23%

Since the end of July, the domestic n-propanol market has been picking up. On June 16 this week, the domestic n-propanol market price in Shandong continued to rise slightly, with an increase range of 50-100 yuan / ton. A new n-propanol production unit was added in a large plant in Shandong. The ex factory quotation of n-propanol was 6850 yuan / ton, up 50 yuan / ton compared with last week. Some low-level offer enterprises in the early stage followed the upward trend, Slightly raise the ex factory price of n-propanol. At present, the overall performance of the domestic n-propanol market is that the high level remains stable and the low level moves upward. The market supply and demand is basically normal. The ex factory price of n-propanol in Shandong is around 6800-7000 yuan / ton. The market of n-propanol in Nanjing is stable. The ex factory quotation of n-propanol is 7800-8200 yuan / ton, and the high-end quotation is 8500 yuan / ton. Nanjing Rongxin Chemical Co., Ltd. the n-propanol production unit operates normally, and the ex factory quotation of n-propanol is 8500 yuan / ton, which is basically the same as that a week ago. Because the dealers and traders have reservations about the price, it is difficult to monitor the commodity price. The specific price is negotiated on the basis of actual documents. In addition, the quotation in each region is also different. The price is for reference only.

In terms of upstream ethylene, the external ethylene market has shown an overall downward trend recently. On August 17, in the US ethylene market, FD US Gulf quoted us $868-885 / ton, down US $11 / ton. Recently, the US ethylene market fell and the demand was general. On August 17, according to the European ethylene market, FD northwest Europe quoted us $1370-1377 / ton and CIF northwest Europe quoted us $1240-1248 / ton, down US $21 / ton. On August 17, according to the Asian ethylene market, CFR Northeast Asia quoted us $926-936 / ton and CFR Southeast Asia quoted us $961-971 / ton. Recently, ethylene prices in Asia are mainly stable.

Forecast of future trend of n-propanol

At present, the downstream factories of n-propanol purchase on demand and the market performance is normal. Therefore, the analysts of business society believe that the domestic n-propanol market is stable and strong in the near future.

Due to the maintenance of some enterprises, the inventory in the mainland is not high, the supply of goods is tight, and the order volume increases. Recently, the domestic methanol market has risen in a narrow range. According to the monitoring of business agency, as of August 10-17, the average price of domestic methanol production enterprises in Shandong increased from 2565 yuan / ton to 2567 yuan / ton, with a price increase of 0.10% in the cycle, a price increase of 0.88% month on month and a year-on-year increase of 58.49%.

The methanol market in major regions in China mainly rose slightly in a narrow range. The main production enterprises in Northwest China raised the ex factory quotation by about 50 yuan / ton this week, which plays a positive guiding role in the whole domestic methanol market. The domestic methanol market has been silent for a long time, traders and downstream are optimistic about the future, and the overall methanol market is strong.

Summary of methanol market prices in various regions as of August 17:

Region, price

Qinghai region 2100 yuan / ton factory withdrawal cash exchange

Shanxi region 2320-2340 yuan / ton factory withdrawal cash exchange

Liaoning region 2460-2480 yuan / ton delivered to the plant

Fujian region 2690 yuan / ton, including tax

Lianghu area Actual ex factory reference: 2355-2450 yuan / ton factory withdrawal cash exchange

Anhui region 2580-2600 yuan / ton factory acceptance

Henan region 2420-2430 yuan / ton factory withdrawal cash exchange

Downstream,

Region, price

Qinghai region 2100 yuan / ton factory withdrawal cash exchange

Shanxi region 2320-2340 yuan / ton factory withdrawal cash exchange

Liaoning region 2460-2480 yuan / ton delivered to the plant

Fujian region 2690 yuan / ton, including tax

Lianghu area Actual ex factory reference: 2355-2450 yuan / ton factory withdrawal cash exchange

Anhui region 2580-2600 yuan / ton factory acceptance

Henan region 2420-2430 yuan / ton factory withdrawal cash exchange

In terms of downstream products, the formaldehyde market rose broadly. The market price of dimethyl ether was adjusted in a narrow range, and the trading atmosphere was general. The regional fluctuation of domestic acetic acid market is obvious.

In terms of external market, as of the closing on August 16, the closing price of CFR Southeast Asia methanol market was USD 385.00-386.00/t. US Gulf methanol market closed at 133.00-134.00 cents / gallon, up 4 cents / gallon; The closing price of FOB Rotterdam methanol market was 420.00-421.00 euros / ton, up 20 yuan / ton.

region ., Country, closing price, up and down

Asia CFR Southeast Asia USD 385.00-386.00/t USD 0 / ton

Europe and America American Gulf 133.00-134.00 cents / gallon 4 cents / gallon

Europe FOB Rotterdam 420.00-421.00 euros / ton 20 euros / ton

Recently, some units are planned to restart, and the supply in the mainland may increase. Methanol analysts of business society expect that the short-term methanol market may be dominated by consolidation.

Trade name: hydrochloric acid

Latest price (August 16): 263.33 yuan / ton

On August 16, the price of hydrochloric acid mixture in Shandong was temporarily stable, which was the same as the quotation on August 13. The market situation of upstream liquid chlorine is general, which gives weak support to hydrochloric acid. The market situation of downstream white carbon black and ammonium chloride rises slightly, which brings certain benefits to the price of hydrochloric acid. At the same time, the maintenance of enterprises has increased recently, the supply of hydrochloric acid is tight, and the downstream procurement enthusiasm is good. The by-product acid still impacts the market, and the shipment pressure of hydrochloric acid is large.

Recently, the market price of hydrochloric acid in Shandong may rise slightly, and the quotation is about 270 yuan / ton.

The shortage of supply pushes up ethylene oxide. At present, the price in East China is 7700 yuan / ton.

Affected by the bearish trend of regional demand, the price of upstream ethylene plummeted, the cost support weakened, and the profit margin of ethylene oxide increased significantly. Up to now, the external price of ethylene in Northeast Asia is $930 / ton, and the external price of ethylene in Southeast Asia is $965 / ton, down $20 / ton compared with the price of the previous trading day. Calculated at the current price, the profit of ethylene oxide is around 700 yuan. In terms of installation, it was learned from market participants that Sri Lanka will start soon; Affected by the epidemic situation, it is difficult to determine the maintenance time of Sanjiang at present; Jinyan and Dena small lines have been started, and they are basically for their own use but not for sale. Jinyan large line is expected to be delayed until next month. The tight supply situation in East China has not changed substantially. In the downstream, although the monomer rises with the rise of ethylene oxide price, the terminal demand has not been significantly boosted, which brings certain resistance to the rise of monomer price, the high cost of raw materials is difficult to be transmitted to the downstream, and the market mentality is cautious.

Insufficient momentum for continued growth, mainly stable.

According to the monitoring of the business community, the domestic polysilicon market has warmed up this week. As of August 12, the polysilicon price has increased by 2.58%, and the current price range is 100000-125000 yuan / ton.

This week, the units of most polysilicon manufacturers operated stably. The orders of large silicon material manufacturers in August were generally signed, and most began to sign orders in September. At present, the routine maintenance of two sets of units in Xinjiang and Jiangsu has affected part of the output. The output of silicon material is slightly lower than that of the previous month, and the supply is slightly tight, which is the main factor supporting the rise of silicon material price.

In terms of downstream silicon wafers, the price of central silicon wafers increased comprehensively this week, significantly higher than the quotation announced on July 17. The quotation of G1 silicon wafers was 4.62 yuan, up 0.26 yuan; The quotation of M6 silicon wafer was 4.98 yuan, up 0.44 yuan; The quotation of G12 silicon wafer was 7.97 yuan, up 0.44 yuan. This also brings greater price expectations for Longji. The rise of silicon wafer has largely shared the pressure on the pushing up cost of silicon material.

In terms of terminal batteries and components, affected by the rise in raw material prices, it also pushed up the prices of batteries and components. On the one hand, the expectation of price rise stimulated some demand; On the other hand, the export performance picked up, especially in India. Driven by the centralized installation demand, overseas orders increased. Upstream and downstream linkage, and prices rose steadily. The price of polycrystalline battery and single crystal M6 battery increased significantly.

According to the business society, the recent fundamentals of silicon material are good, the supply pressure is not large, and the demand is significantly better than that of the previous month, especially the steady increase of overseas demand and the increase of orders have a significant boost to the price. However, with the resumption of the plant in the maintenance period in the latter ten days, the silicon material supply will increase and the estimated price will stabilize.