Refrigerant price opens up upward channel

1、 Price trend

 

According to the bulk data monitoring of business news agency, as of March 11, the average price of refrigerant R22 was 14100 yuan / ton, which was 3.28% higher than that at the beginning of the week, 11.82% higher than that at the beginning of the week, and 14% lower than that at the same period last year.

 

According to the bulk data monitoring of business news agency, as of March 12, the average price of refrigerant R134a was 19766.67 yuan / ton, up 1.72% from the beginning of the week, flat on a month on month basis, and down 12.15% from the same period last year.

 

2、 Market analysis

 

PVA 1799 (PVA BF17)

This week, the price of refrigerant R22 rose, and the raw material trichloromethane rose by about 50% since February. Supported by the strong cost side, R22 opened an upward channel, rising by 6.77% since March, boosting market sentiment. Last week, traders basically returned to the market after the festival, with an increase in hoarding. Manufacturers started work at a high level, with a strong price support mentality. Prices generally rose. As of the 5th, R22 rose by 3.39%, increased by 7.89% on a month on month basis, and fell by 16.73% on a year-on-year basis. Entering this week, the market’s rising sentiment is still not reduced. The price of raw material hydrofluoric acid is stable, but chloroform continues to rise. In addition, the demand side is gradually changing from off-season to peak season. The air conditioning market is expected to be better. At the same time, the export side has also improved. The start-up of refrigerant manufacturers is high, the delivery is not under pressure, and some enterprises receive orders in limited quantity. The market’s rising sentiment is still in the short-term trend. At present, R22 market quotation is mostly around 15000-17000 yuan / ton, Shandong quotation is about 15500-17000 yuan / ton, Zhejiang quotation is about 15000-16000 yuan / ton, Hunan quotation is about 14500-15000 yuan / ton, Shanghai quotation is about 15500-16000 yuan / ton, the prices are generally up, and there is still a rising period.

 

This week, the price of refrigerant R134a rose slightly. Some hydrofluoric acid plants were overhauled, and the spot supply on the site was normal. The price remained at a high level, and the support was acceptable. In addition, the export was also improved. A few manufacturers had maintenance plans, which was slightly favorable to the situation of oversupply on the site. However, the terminal demand did not show any enthusiasm for purchasing. The car market continued to be weak, and the enthusiasm of traders for hoarding goods was general Most of them hold a wait-and-see attitude and adjust their quotation according to their own shipping situation, but the price does not change much in the short term. At present, R134a market quotation is mostly in the range of 19000-22000 yuan / ton, Shandong quotation is about 20000-20500 yuan / ton, Zhejiang quotation is about 19300-21600 yuan / ton, Hunan quotation is about 20500-21000 yuan / ton, Jiangsu quotation is about 22000 yuan / ton, Shanghai quotation is about 20000 yuan / ton, the price rises slightly.

 

In terms of raw materials, on March 12, the reference price of hydrofluoric acid was 10611.11, which was the same as that on March 1. The mainstream price of domestic anhydrous hydrofluoric acid manufacturers was 10000-11000 yuan / ton, and the ex factory price trend of on-site merchants rose slightly. The domestic hydrofluoric acid manufacturers had a general operating rate, and the supply of on-site goods was slightly tight. Affected by the high price of fluorite, the demand of downstream refrigerant industry was general, and on-site purchasing was on demand It is expected that the market price will remain stable in the future.

 

Trichloromethane. Since February, the trichloromethane market in Shandong has risen sharply. As of March 10, the average price of trichloromethane in Shandong was about 3646.67 yuan / ton, up 51.94% from 2400 yuan / ton in early February. At present, the inventory pressure of trichloromethane production enterprises in Shandong is not great. In addition, the price of raw materials rises sharply, the cost is driven, and the demand side overlaps with the downstream peak season. It is expected that the price of trichloromethane will still have upward space in the later period.

 

3、 Future forecast

 

Refrigerant analysts of business news agency believe that the current rising raw material prices and strong cost support drive the trend of refrigerant prices, while the export side gradually improves. It is expected that R22 will still rise under the cost support in the short term, and R134a will not continue to rise. It is expected that the price will be stable in the short term.

PVA

The price of propylene glycol rose again in early March after a high adjustment

According to the monitoring data of the business agency, as of March 11, the reference ex factory price of domestic industrial grade propylene glycol was 16166 yuan / ton. Compared with March 1 (reference price was 15433 yuan / ton), the average price increased by 743 yuan / ton, or 4.75%.

 

After the high adjustment of propylene glycol at the beginning of March, this week’s market “rises again”

 

After the Spring Festival in February, the domestic propylene glycol market rose sharply, up nearly 18% in half a month. In March, with the commencement of Chongqing Dongneng new energy propylene glycol and the operation of a large propylene glycol plant in Dongying, Shandong Province, the supply of propylene glycol increased and the price entered a high level adjustment. The price of propylene glycol in some areas fell by 200-500 yuan / ton. On the 5th, the reference transaction price of propylene glycol in Shandong Province was around 14800-15500 yuan / ton. Supported by the rising cost of raw material propylene oxide, propylene glycol market fell limited, and the overall market was stable.

 

On the 8th of this week, we heard that the shutdown of Po plant affected the operation of propylene glycol plant. The supply sources in the plant were reduced. The low-end price of propylene glycol market was increased by 200-400 yuan / ton. The market delivered more foreign trade orders. The inventory of Shandong and other propylene glycol plants basically remained low, and the sales pressure was small. On the 9th, the overall market of propylene glycol continued to rise in a narrow range At present, as of the 11th, the price of domestic industrial grade propylene glycol has risen to 15800-16500 yuan / ton, with an average price reference of 16166 yuan / ton. Compared with the price on the 5th, the price has been adjusted back to 833 yuan / ton. Compared with the price on the 1st, the overall price has increased by 733 yuan / ton, or 4.75%.

 

Raw materials, in March, the market of propylene oxide in Shandong continued to rise steadily, giving propylene glycol cost support still awesome. According to the business block chart data, the average price of propylene oxide enterprises quoted by March 11th was 19633 yuan / ton, compared with March 1st (18833 yuan / ton), the average price rose 800 yuan / ton, or 4.25%. At present, the feedback from the hearing and negotiation of propylene oxide, which has been refreshed to a high point, is still smooth and free of pressure. The start-up of the plant in the field is basically stable, and there is no obvious change for the time being.

 

More attention should be paid to the trend of raw materials and the change of supply and demand after the short-term high range fluctuation of propylene glycol

 

POLYVINYL ALCOHOL

Entering this week, propylene oxide, the raw material, has once again boosted the rise, giving more support to the cost of propylene glycol. The current market fundamentals of propylene glycol remain stable. Although the user’s just need inquiry continues and the cautious attitude remains unchanged, under the increasing cost pressure, it is expected that the price of propylene glycol will fluctuate in the high range in the short term, and the possibility of a sharp decline is small. The specific trend still needs to pay close attention to the raw material cyclopropane And changes in supply and demand.

Melamine price is stable and market atmosphere is weak

1、 Melamine price trend

 

(Figure: curve of P value of melamine product)

 

2、 Market analysis

 

According to the data of monitoring samples of business agency, as of March 10, the average price of melamine enterprises was 8100 yuan / ton, which was the same as that of the previous trading day, up 7.05% compared with the beginning of the month, 12.50% higher than February 10, and 12.50% year-on-year in three months.

 

On March 10, the price of melamine enterprises was generally stable. At present, the melamine commencement rate has been slightly increased, downstream users have been properly replenished in the early stage, mainly digesting inventory, weak purchasing intention, general follow-up of new orders of enterprises, and weak market atmosphere. At present, the mainstream price of melamine in Shandong is 8500 yuan / ton, the mainstream price of melamine in Xinjiang is 8000 yuan / ton, while that of Sichuan is around 8400 yuan / T. the quotation is for reference only, and the actual price shall prevail.

 

Urea in the upstream, the urea market in Shandong Province rose on March 10. Demand: agricultural demand is affected by rain and snow weather, urea goods are slow down, terminal purchasing intention is general, and agricultural procurement in mainstream areas is cautious; the starting load of downstream compound fertilizer and rubber plate plants is increased, and some downstream goods are still cautious, and the wait-and-see mood is strong, most of which are mainly in the market. Supply: at present, the starting rate of urea enterprises is about 72.5%, and the daily production is about 160000 tons, and the supply is relatively sufficient.

 

3、 Future forecast

 

Melamine analysts of business agency believe that at present, the downstream just needs replenishment as the main part, and the new orders in the market are in a weak trading atmosphere. It is expected that the domestic melamine market will be stable, medium and weak in the short term, and more attention should be paid to the market information guidance for specific trends.

POLYVINYL ALCOHOL

Shandong formaldehyde market price rises with strong demand

According to the data of the commodity list of the business society, the market price of formaldehyde in Shandong has risen recently. On March 8, the average price of formaldehyde in Shandong was 1246.67 yuan / ton, and on March 9, the average price of formaldehyde in Shandong was 1316.67 yuan / ton, up 5.61%. The current price is up 10.64% month on month, and the current price is up 21.54% year on year.

 

Recently, the domestic formaldehyde market price has risen. As of March 9, the mainstream ex factory price in Central China is about 1200 yuan / ton, that in North China is 1250 yuan / ton, and that in East China is 1259 yuan / ton. Shandong Linyi Galaxy formaldehyde production capacity of 120000 tons / year formaldehyde plant has been restarted. Recently, the atmosphere of formaldehyde Market negotiation is positive, and the formaldehyde factories in Shandong are starting one after another. Formaldehyde manufacturers deliver according to orders, inventory is low, some businesses have no goods to sell, supply is tight, formaldehyde market continues to rise.

 

Upstream methanol situation: the negotiation of methanol market in central Shandong is stable at 2190-2210 yuan / ton, which will be sent to cash; the offer price of methanol market in southern Shandong will rise by 70-80 yuan / ton to 2350-2370 yuan / ton, which will be raised by the factory in cash. Linyi received the local goods, negotiated the price to 2350-2370 yuan / ton and sent them to cash exchange. Shandong methanol Lubei market has no discussion. Methanol market continues to rise, traders are reluctant to sell, and the freight rate is still high, which can form a certain support for formaldehyde market.

 

The recent fine weather, Shandong downstream plate factory and adhesive factory demand is strong, “Russia proposed timber export ban” news promoted the wood market rise, the industry to formaldehyde rising price acceptance is good, purchasing mood is high, stock atmosphere is strong, good support, formaldehyde market continues to rise, formaldehyde Market in high speed high channel.

POLYVINYL ALCOHOL

 

Recently, the upstream raw material methanol showed an upward trend, and the demand of downstream plate factories was hot, which supported the rise of formaldehyde market. Therefore, formaldehyde analysts of business society chemical branch predicted that the price of formaldehyde in Shandong would mainly rise in the near future.

The price of potassium chloride is temporarily stable this week (3.1-3.5)

1、 Price trend

 

The comprehensive price of potassium chloride was temporarily stable this week. The average price of the mainstream comprehensive quotation of potassium chloride this week is 2155.00 yuan / ton. Overall, this week’s potassium chloride market was temporarily stable, with the potassium chloride commodity index at 68.41 on March 5.

 

2、 Market analysis

 

This week’s quotation of potassium chloride mainstream manufacturers is temporarily stable: Qinghai Salt Lake potassium chloride weekend ex factory quotation is 2050 yuan / ton, compared with the beginning of the week, the quotation is temporarily stable; Anhui Badou potassium chloride weekend distribution quotation is 2260 yuan / ton, compared with the beginning of the week, the quotation is temporarily stable. The actual turnover of potassium chloride market this week is not good. On the whole, the main contradiction of the market is that supply exceeds demand, the trading atmosphere is cold, downstream purchasing is just in demand, the overall inventory is low, the purchasing market momentum is low, and the domestic potassium chloride market is stable.

 

3、 Future forecast

 

In the middle of March, the overall trend of potassium chloride market may fluctuate slightly. The KCl market is facing the pressure of three big mountains, namely, Hong Kong’s large stock, weak demand and downward international prices. Therefore, the main contradiction in the current market is that supply exceeds demand. KCl analysts of business society believe that under the influence of supply and demand, raw materials and other aspects of the short-term KCl market, the KCl market may be dominated by high consolidation.

POLYVINYL ALCOHOL