On June 1, 2021, there were 1 commodities rising in the price rise and fall list of fluorine chemical industry, 2 commodities falling, and 4 commodities with a rise and fall of 0. The rising products include: chloroform; The products falling include fluorite and hydrofluoric acid products including cryolite, tri R22, R134a and aluminum fluoride.

On June 1, the price of fluorite in the raw material market of fluorine chemical industry declined, the price of raw fluorite was 2616.67 yuan / ton, and the price of fluorite declined. Recently, some fluorite plants in China started generally. The in-situ mines and flotation parking devices were gradually started, and the supply of fluorite in the field increased. However, the downstream market has been mainly low in recent years, and the price trend of fluorite is temporarily stabilized. As of the first day, the fluorite price in Jiangxi Province is 2400-2600 yuan / ton in China, and that of Inner Mongolia is 2300-2400 yuan / ton. It is expected that the fluorite price will fall down slightly in the later period.

In recent years, the downstream refrigerant industry has been stable in price, and the operating rate is still low. For hydrofluoric acid demand, however, due to the increase of on-site supply, the price trend of hydrofluoric acid market has declined slightly. As of the first day, the price of hydrofluoric acid market is 10050 yuan / ton. In the near future, the market price of hydrofluoric acid has declined slightly, and the domestic hydrofluoric acid commencement rate is less than 60%, The company reflects that the supply of HFA spot goods in the field is normal, the market is generally in the near future, and the factory price of some enterprises has fallen. As of now, the mainstream of hydrofluoric acid negotiation is 9300-9700 yuan / ton. However, the insiders on the site reflect that there may be a downward trend in the near future hydrofluoric acid market. Chenling, analyst of Shengyi society, thinks the market of hydrofluoric acid will fall down slightly.

The price trend of aluminum fluoride products is stable temporarily, the supply in the field is normal, and the trading market is general. The quotation of aluminum fluoride of Zhengzhou Zerun Energy Chemical Co., Ltd. is 8500 yuan / ton, the overall market supply of aluminum fluoride is sufficient, and the overall price trend of aluminum fluoride Market has declined slightly.

Recently, the price trend of chloroform in Shandong Province has risen slightly. The overall demand of downstream market is general, and the demand for trichloromethane is general. With the demand purchase in the downstream market, the price trend of trichloromethane market has not changed much. At present, the price of trichloromethane in China is 4250-4300 yuan / ton. On the one hand, the downstream refrigerant demand is general, trichloromethane is shipped normally, and the demand surface is generally performed; On the other hand, the cost side support has been weakened.

In recent years, the price trend of domestic cryolite is stable, the equipment in the site is stable and the supply is normal. The price of domestic negotiation is about 6500-7000 yuan / ton, and the actual transaction price is mainly negotiated. In general, the recent market of fluorine chemical industry is general, and it is expected that the trend of fluorine chemical industry will remain volatile in the later period.

Recently, the price trend of R22 in downstream is stable temporarily, the price trend of raw material trichloromethane is maintained high, and the cost side is strong. In the near future, the downstream procurement is mainly on demand, the demand level is not changed much, and the market center of gravity is maintained at a high level. Due to the downward trend of hydrofluoric acid price, the price increase of the affected parts of refrigerant is limited. The price trend of R134a refrigerant is stable temporarily, and the market is relatively strong. Recently, the downstream construction has maintained a low level, but the raw material support is strong, and the trend of refrigerant market is temporarily stable.

1、 Price data

According to the data of the business club’s block list, the mainstream average price of petroleum coke products of major domestic refineries in May was 2125.00 yuan / ton at the beginning of the month and 2238.67 yuan / ton at the end of the month, with a monthly drop of 113.67 yuan / ton or 5.35%.

On May 31, the petroleum coke commodity index was 179.05, which was the same as that of yesterday, decreased by 2.81% compared with 184.23 (2021-05-25), the highest point in the cycle, and increased by 167.68% compared with 66.89, the lowest point on March 28, 2016（ Note: period refers to the period from September 30, 2012 to now

2、 Analysis of influencing factors

Product: in May, the local refining petroleum coke first rises and then decreases. The downstream demand of low sulfur coke is poor, and the price continues to be weak. In the first ten days, the profit of aluminum enterprises was good, some refineries were overhauled, the supply and demand were affected, and the price of medium and high sulfur coke continued to rise; At the end of the month, the inspection and repair plants began to work one after another, and the storage of local petroleum coke was high. In addition, at the end of the month, the refinery went out of stock and sold at a lower price, as well as environmental protection and carbon neutral factors, the price fell.

Upstream: the market is expected to be affected by the formation of the hurricane in the Gulf of Mexico, and the oil price will be stronger; The demand growth expectation brought by vaccination; The US driving season will also boost demand. As of the end of the month, the settlement price of the main contract in the U.S. WTI crude oil futures market was US $66.32/barrel, and the settlement price of the main contract in Brent crude oil futures market was US $68.72/barrel.

Downstream: the price of electrolytic aluminum in the downstream fluctuated at a high level. According to the data of business news agency, as of May 31, the average price of domestic aluminum ingot Market was 18790.00 yuan / ton; The price of raw materials has fallen, the cost pressure of carbon enterprises has decreased, and the recent strict environmental supervision may affect the operating rate of enterprises; The price of calcined coke declined; The silicon metal market is affected by the supply and demand factors recently, and the price rises and falls with each other.

Industry: according to the price monitoring of the business community, in the list of commodity prices in the 21st week of 2021 (5.24-5.28), there were 8 kinds of commodities in the energy sector that rose month on month, including 1 kind of commodity that rose more than 5%, accounting for 6.3% of the number of commodities monitored in the sector; The top three commodities were WTI crude oil (5.14%), Brent crude oil (4.15%) and liquefied natural gas (0.87%). There were six kinds of commodities that declined on a month on month basis, and the top three products were steam coal (- 4.86%), petroleum coke (- 2.81%) and liquefied gas (- 1.35%). The average rise and fall this week was 0.16%.

3、 Future forecast

According to the forecast of petroleum coke analysts of business society, the market price of local petroleum coke will rise first and then decline in May, the early inspection and repair plants will start one after another, the inventory of local petroleum coke will be high, the refinery will go out of inventory and reduce the price at the end of the month, as well as the influence of environmental protection and carbon neutralization factors, so it is expected that the petroleum coke may go down in June.

On the 28th, the mainstream quotation range of tin ingots in domestic spot tin market was 207500-209000 yuan / ton, with an average price of 208250 yuan / ton, up 8750 yuan / ton from the previous trading day.

On Thursday night, the macro positive was released, which promoted the overall upward trend of non-ferrous metal market. Affected by the current domestic power rationing policy in Yunnan, most local smelters shut down, and the current domestic market circulation is limited. Overseas, affected by the earthquake, a major mine in Congo is expected to reduce production. Supply shortages at home and abroad supported the trend of Shanghai tin last night. Shanghai tin rose about 5% late on Thursday, setting a new record of 209990 yuan / ton. Today, the opening of Shanghai tin continued the trend of last night. As of the closing of 28, the settlement price of the main contract of Shanghai tin 2107 was 205410 yuan / ton, up 4.81%.

In the future, the business community believes that the current tight supply situation at home and abroad will continue for a period of time, and it is expected that the tin price will fluctuate at a high level in the short term.

28 magnesium ingot Market Price weak stability

On May 28, 2021, the price range of magnesium ingots (99.9%, non pickling, simple packaging) in the main production areas in China is 17700-18300 yuan / ton, mainly through actual negotiation.

The specific price range of each region is as follows:

In fugu area, the ex factory spot exchange including tax is 17900-18100 yuan / ton; The spot exchange in Taiyuan is 18100-18200 yuan / ton; Spot exchange in Wenxi area is 18200-18300 yuan / ton; The spot exchange in Ningxia is 18000-18100 yuan / ton.

Magnesium ingot is primary magnesium ingot according to national standard (GB / t3499-2011); Non pickling, no wooden pallet and non payment of acceptance price, solid single negotiation.

Magnesium price is weak and volatile this week

According to the data of the business agency, the market quotation of the main production areas rose to 17400-17600 yuan / ton at the end of April. When they came back after the festival, the market quotation was high and the source of low price goods was hard to find. As a result, the price of tons soared by 4000-5000 yuan / ton.

It is reported that on the 8th, it was difficult for downstream end users to find low-cost sources of goods, and it was not easy to make pre Festival quotation inquiries. In the middle of May, the market quotation reached a historical market high of 22000 yuan / ton.

At the beginning of this week, the market quotation fell back to 17500 yuan / ton, and the volume of market inquiry increased. Due to the chaotic situation of market price after the sharp fall, the market trading was relatively active with the opening of market entry window. The market price of magnesium rose slightly on Tuesday and Wednesday, with a small range. The mainstream quotation was in the range of 17900-18000 yuan / ton, with few transactions, and the price was slightly loose on Friday.

Multi space steady state or gradual formation

On the supply side, the mainstream manufacturers do not have much stock, and the overall spot stock is not large. Towards the end of the month, some manufacturers are willing to withdraw funds, and the price is slightly loose. The overall quotation is relatively firm due to the influence of cost factors.

On the demand side and downstream, affected by the current high price, the willingness to store goods is very low. Most of them purchase on demand, just need to prepare goods, and they don’t undertake much at high prices, so the purchase volume is small.

After this week’s long short seesaw, it is expected to gradually form a stable price. Recent consolidation weak stable operation

According to the data of the business club’s block list, as of May 27, the average price quoted by propylene oxide enterprises was 17033.33 yuan / ton, down 6.07% compared with the price at the beginning of the week, down 9.88% compared with the price at the beginning of the month, and down 9.72% compared with April 27.

This week, the market of propylene oxide went down steadily. At the beginning of the week, the inventory of the representative factory gradually increased. However, the lower starting load and insufficient demand follow-up of the downstream dragged the market down. The terminal enterprises were in a strong wait-and-see mood. The market was weak and the transaction was weak. The price was adjusted down again on the 27th. At present, the mainstream quotation of propylene oxide Market in Shandong is around 16400-16600 yuan / ton, The mainstream quotation of propylene oxide Market in East China is around 16600-16800 yuan / ton.

Upstream propylene, as of May 26, Shandong propylene market prices continue to be stable. According to the price chart of the business association, the propylene price in Shandong continued to rise in the first ten days of April, fell sharply in the last ten days, and remained stable at the end of the month. During the May Day period, the first two days continued to be stable. From the 3rd to the 7th, the daily price rose by about 50 yuan / ton. From the 9th, the price was mainly stable. After a small rise on the 13th, the price was stabilized again. From the 17th, the daily price began to decline by 50 yuan / ton. From the 19th to the 20th, the daily price of propylene rose by about 50 yuan / ton. From the 23rd, the price of propylene continued to stabilize, The current market turnover is between 8100 ~ 8300 yuan / ton, and the mainstream price is about 8100 yuan / ton.

According to the monitoring data of the business community, the reference price of propylene glycol was 16900.00 on May 26, down 6.63% compared with 18100.00 on May 1; As of May 26, the focus of discussion in the market of soft foam polyether in Shandong Province was lower, the raw material propylene oxide was weak, and the downstream was mainly cautious. The market inquiry and transaction performance were weak. On May 26, the mainstream quotation of common soft foam polyether in Shandong Province was around 17000-17350 yuan / ton.

Business community propylene oxide analysts believe that at present, the market of propylene oxide is falling, the attitude of the industry is cautious, and the enthusiasm of downstream buyers is general. Restricted by the weak market supply and demand fundamentals, it is expected that the propylene oxide market will be weak in the short term, and the specific trend still needs to pay attention to the market information guidance.