Trade name: titanium dioxide

Latest price November 4: 20950 yuan / ton

Key points of analysis: on November 4, the market price of titanium dioxide in China was relatively stable. At present, titanium dioxide enterprises are limited, there are many parking, and the market operation is low. Downstream demand has also decreased. The trading market has a strong wait-and-see mentality. Traders are more cautious in taking goods and mainly purchase on demand.

It is expected that the titanium dioxide market will operate stably in the short term.

1、 Price trend

Latest price (November 3): 9750 yuan / ton

Key points of analysis: according to the data monitoring chart of business society, on November 3, the main PVC contract 2201 opened at 8673, the highest price was 8958, and closed at 8901. The futures price continued to decline and rebounded slightly, driving the spot market price to continue to decline to less than 10000 yuan. At present, the enterprise’s quotation is mostly in the range of 9400-10000 yuan / ton, the center of gravity moves downward, and the raw calcium carbide is now falling to 5500 yuan / ton, With the weakening of cost support and insufficient downstream gas buying, PVC enterprises have great sales pressure, and the trading atmosphere is still poor.

Forecast: the PVC market is expected to continue the downward trend in the short term.

Trade name: sulfur

Latest price (November 2): 2123.33 yuan / ton

Key points of analysis: according to the price monitoring of business society, the price trend of sulfur in East China is stable today. The domestic sulfur market is temporarily stable. Today, Sinopec routinely adjusted the price. Refineries in various regions quoted stable prices according to their own shipment. The inventory of refineries in domestic regions remained low and the shipment was smooth. Downstream traders purchased on demand, and the sulfur market operated strongly.

Future forecast: at present, the domestic sulfur market is dominated by stable operation, the refinery has low inventory and smooth shipment, the port has tight supply and the carrier has no intention to ship at a low price, so it gives market support. It is expected that the future sulfur market will be stable for the time being and pay attention to the downstream follow-up.

On November 1, the rare earth index was 686 points, down 8 points from yesterday, down 31.40% from the highest point of 1000 points in the cycle (December 6, 2011), and up 153.14% 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 fell, the price of domestic light rare earth praseodymium neodymium series fell, the price of praseodymium neodymium oxide fell by 5000 yuan / ton to 717500 yuan / ton, the price of praseodymium neodymium metal fell by 20000 yuan / ton to 860000 yuan / ton, the price of praseodymium oxide fell by 10000 yuan / ton to 765000 yuan / ton, the price of neodymium oxide fell by 10000 yuan / ton to 735000 yuan / ton, and the price of metal praseodymium fell by 15000 yuan / ton to 960000 yuan / ton, The price of neodymium metal is 895000 yuan / ton, the price of dysprosium oxide decreases by 5000 yuan / ton to 2845000 yuan / ton, the price of dysprosium ferroalloy is 2.84 million yuan / ton, and the price of dysprosium metal is 3.63 million yuan / ton. The price in the domestic light rare earth market has fallen. The recent procurement is general, the price of praseodymium neodymium series has risen and fallen. In the recent domestic heavy rare earth market, the price of dysprosium series is mainly stable, and the price of terbium series is temporarily stable, Downstream purchase is mainly on demand, Myanmar prohibits export, and there is a strong mood of resisting high price goods in the field. It is expected that the domestic rare earth market price will face a correction in the later stage.

According to the data monitoring of business agency, the domestic CIS polybutadiene rubber market fell this week (10.25-10.29). According to the monitoring of business agency, as of October 26, the price of CIS polybutadiene rubber in China was 14820 yuan / ton, down 2.88% from 15260 yuan / ton at the beginning of the week.

International crude oil prices rose and fell this week, and the cost formed short-term bad in the face of the domestic chemical market. The ex factory price of CIS polybutadiene rubber of domestic enterprises stabilized. According to the monitoring of business society, as of October 29, the ex warehouse price of Daqing Shunding of CNPC Northeast sales company was 14700 yuan / ton; The market offer has gradually dropped. According to the understanding of the business agency, the mainstream price in Shunding market such as Daqing, Qilu, Yanshan and Sichuan is around 14400 ~ 15000 yuan / ton.

The start-up of polybutadiene rubber changed little this week, and the supply side was basically stable.

enterprise Unit capacity Commencement

Yantai Haopu 60000t / A normal operation

Shandong Wanda 50000 T / A restart

Qilu Petrochemical 70000t / A normal operation

Sichuan Petrochemical 150000t / A normal operation

Maoming Petrochemical 100000 t / A normal operation

yanshan petrochemical 150000t / A Shutdown of rare earth CIS butyl unit

Yangzi Petrochemical 100000 / year parking

Huayu rubber 80000 T / A parking

Taiwan rubber Yubu 72000 / year restart

Dushanzi Petrochemical 30000 / year normal operation

Xinjiang Lande 50000 / year Front line operation

Daqing Petrochemical 160000 / year normal operation

Liaoning Shengyou 30000 / year parking

Jinzhou Petrochemical 30000 / year normal operation

Zhejiang ChuanHua 100000 / year Front line operation

Zhenhua petrochemical 100000 / year normal operation

Raw butadiene fell and the cost side was weak. According to the monitoring of business society, as of October 29, the price of butadiene was 7991 yuan / ton, down 5.27% from 8435 yuan / ton at the beginning of the week.

Natural rubber prices rose slightly, forming a certain support for cis-polybutadiene rubber. According to the monitoring of business agency, as of October 29, the price of domestic natural rubber was 13723 yuan / ton, up 1.03% from 13583 yuan / ton at the beginning of the week.

Future forecast: business analysts believe that the rising price of natural rubber will benefit cis-polybutadiene rubber. At present, the price of cis-polybutadiene rubber is high, but the downstream is in conflict with the high price and the transaction is deadlocked. It is expected that the CIS polybutadiene rubber market may fall sharply in the later period.