The price trend of ammonium nitrate market rose sharply this week (5.31-6.4)

According to statistics, the domestic ammonium nitrate price trend has risen significantly this week. As of the end of the week, the domestic market price of ammonium nitrate is 3480 yuan / ton, up 6.75% compared with the price of 3260 yuan / ton at the beginning of the week, up 49.36% year on year. The commodity index of ammonium nitrate on June 3 was 179.47, up 3.68 points from yesterday, a record high in the cycle, up 131.96% from the lowest point of 77.37 on October 31, 2016( Note: the cycle refers to February 1, 2013 to present).

This week, the domestic market price of ammonium nitrate has reached a historical high. The plant starts in domestic ammonium nitrate manufacturers are generally started. The supply in the ammonium nitrate plant is normal. Some manufacturers reflect that the price of raw materials of coal in the upstream is at a high level, the cost has increased greatly, the price of the manufacturer has reached a historical high. In the near future, the supply of goods in the field is tight, the transportation is normal, and the market price of ammonium nitrate continues to rise. In recent years, the shipment of ammonium nitrate manufacturers is normal, downstream on demand procurement, domestic ammonium nitrate manufacturers started normal, some manufacturers’ price trend has increased greatly. Up to now, the mainstream of Shaanxi negotiation is 3500-3600 yuan / ton, Shandong negotiation mainstream is 2700-2900 yuan / ton, Hebei local price is 4300-4400 yuan / ton.

The domestic price of concentrated nitric acid is stable for a while this week, with the weekend price of 2233.33 yuan / ton, which is the same as that of the beginning of the week, and the price of Hongze Yinzhu chemical industry in Jiangsu Province is 2200 yuan / ton; Anhui Jinhe offers 2100 yuan / ton; Shandong helitai offers 2400 yuan / ton. Shaanxi Xinghua quoted 2100 yuan / ton. Recently, the domestic maintenance equipment is in normal operation, the supply of concentrated nitric acid market is normal, the goods are generally transported in the field, the price trend in the nitric acid field is stable, and the market price of ammonium nitrate is rising.

The price trend of upstream liquid ammonia rose this week, with the weekend price of 4350 yuan / ton, up 4.23% from the price of 4173.33 yuan / ton at the beginning of the week. The plant in the liquid ammonia plant is under normal operation, the spot supply is normal, and the price trend of liquid ammonia market is rising. On the basic level, the price of liquid ammonia in Shandong Province has risen. Due to the decline of inventory pressure, the factory commencement rate remains reasonable, and there is a certain price difference with other regions in China, and the price of liquid ammonia is small. The ammonia quantity in Shandong is basically in the state of supply and demand, which still supports the price. In the downstream, the current agricultural fertilizer has increased, the demand of downstream is general, and the market price of ammonium nitrate is rising.

In recent years, the demand of the downstream civil explosive industry is normal, and the production and marketing of nitro compound fertilizer is normal, the price trend of raw material market continues to rise, and the price of coal market remains high. However, the spot supply in ammonium nitrate is generally available, and the cost increase has a positive effect. The business agency ammonium nitrate analysts believe that there will be room for the rise of the market price of ammonium nitrate in the later period.

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China’s domestic ethanol market price up in a narrow range

The price of corn ethanol rose, while the price of Henan fell slightly. According to the sample data monitored by the business community, as of June 4, the domestic ethanol market price was 6812 yuan / ton, with a month on month rise of 2.64%, and a year-on-year rise of 17.97%.

Compared with last week, Jilin’s high-end price increased by 100 yuan / ton this week, while the price of large plant equipment maintenance continued to remain stable, while the price of small plant increased by 100 yuan / ton; In Heilongjiang area, there are many small plants shut down, large plants have high output of fuel ethanol and stable output of edible ethanol. The low-end price of Henan area is weak, Hanyong device continues to shut down, and the general shipping price of other enterprises is weak, but the cost is high, and the decline rate is small.

In terms of raw materials, Jilin corn and Henan corn were flat compared with last week, while the price of dried cassava in Thailand went up, with fob245-245 US dollars / ton in Thailand; The price of molasses is firm, and the recent auction price of molasses is about 1560 yuan / ton. Downstream, the domestic ethyl acetate Market rose slightly this week. The raw material acetic acid rose in the early stage. Under the pressure of ethyl acetate manufacturer’s cost, the manufacturer’s inventory was digested smoothly, and the offer was slightly increased with the raw material.

Latest price trends of ethanol market in different regions:

Region, category, price

Henan Province Top grade 6830-6850 yuan / ton, tax included

Henan Province Anhydrous ethanol 7400-7650 yuan / ton including tax

Hebei Province General level 6900-6950 yuan / ton

Hebei Province No water in coal 7600-7700 yuan / ton

Heilongjiang area General grade of corn alcohol 6350 yuan / ton including tax

Jilin area Ordinary alcohol 6450 yuan / ton including tax

Guangxi region Honey alcohol 7150-7300 yuan / ton

Guangxi region 95% alcohol 7150-7300 yuan / ton

Guangxi region Anhydrous ethanol 7650-7900 yuan / ton

Guangdong area Cassava alcohol About 7200 yuan / ton

Guangdong area Anhydrous cassava ethanol About 7750-7850 yuan / ton

Shandong Province General level 6650-6700 yuan / ton

Shandong Province Superior grade of corn 6800-7400 yuan / ton

Shandong Province Corn without water 7450-7500 yuan / ton

Southern Jiangsu General level 6750-6850 yuan / ton

Northern Jiangsu General level 6450-6500 yuan / ton

Anhui Province Cassava general grade About 6650-6750 yuan / ton

Anhui Province anhydrous About 7450-7500 yuan / ton

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The price of raw material corn is strong, and some small plants in Northeast China are likely to be overhauled, while the downstream demand is insufficient. It is expected that the corn ethanol finishing operation in Northeast China will be dominated in the short term. Business community ethanol analysts expect that in the short term, the domestic ethanol market will be dominated by consolidation.

Supply continues to be tight, polysilicon prices rose nearly 10% in early June

According to the monitoring of business news agency, the price of domestic polysilicon market continued to rise this week. As of June 3, the weekly price of polysilicon grade I is expected to rise by 9.22%. At present, the price range is 108000-120000 yuan / ton.

This week, most polysilicon manufacturers operated stably. In addition to the maintenance of some polysilicon equipment of the previous two large factories in Xinjiang, a new polysilicon device was added to the maintenance state this week, which affected part of the output and led to the situation of market supply shortage. In the case of material shortage sentiment continues to heat up, the price rises naturally, and the prices of single crystal and polycrystal all rise by a strong margin. Although the price of long-term orders is locked, the price of loose orders is higher than one wave, and the price is generally high, which further pushes up the expectation of silicon rising. The price of domestic polysilicon is generally at the 110000 mark, while the price of imported polysilicon continues to rise this week. The average transaction price is over US $28 / kg, with scattered offers reaching US $31 / kg.

In terms of the downstream silicon chip, the price of silicon chip manufacturers increased again in early June, following the repeated increases in silicon chip prices last month. The mainstream price of polysilicon is 2.37-2.63 yuan / piece, g1170 μ M the mainstream price is 4.79-5.03 yuan / piece, M6 170 μ The mainstream price of M is 4.89-5.13 yuan / piece. The rising price of downstream silicon wafer resonates with the shortage of upstream silicon material, and the price continues to rise. The silicon wafer manufacturers are affected by the dry season in Yunnan, and the power rationing affects the output of the device, and the silicon material and silicon wafer are in a state of short supply.

In terms of terminal batteries and modules, due to the cost pressure, batteries also rose this week, but by a small margin. Due to the high price of upstream silicon materials and silicon wafers in the photovoltaic industry, the downstream battery manufacturers fell into the dilemma of shrinking profits and even losing money, and the downstream battery prices were forced to rise, but the price rise was affected by the decline in demand. From the downstream orders, the downstream procurement continued to slow down, Orders fell further in June.

According to the business association, there are too many silicon material manufacturers’ devices to be overhauled. In June, about three devices were overhauled or started with load reduction. The contradiction between supply and demand in the market intensified. Due to the shortage of silicon materials, the price of downstream silicon wafers may continue to rise, and the pressure on the cost side will be further transmitted to the downstream batteries and modules. However, at present, the downstream orders continue to shrink, and some overseas orders have been cancelled or delayed, so the pressure on the demand side may become greater and greater, which may suppress the upward pace of silicon materials to a certain extent, and the rise of silicon materials may slow down in the later stage.

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Rectification of methanol spot market shock

On June 2, methanol futures of Zhengzhou Commodity Exchange fell sharply, closing at 2506 yuan / ton, down 49 yuan / ton or 1.92% compared with the closing of the previous trading day. Methanol spot market was mainly volatile, with a slight decline in some areas. According to the monitoring of business news agency, as of June 2, the average price of domestic methanol production enterprises in Shandong was 2632 yuan / ton, with a month on month increase of 2.83% and a year-on-year increase of 64.02%.

This week, methanol producers in Northwest China, the main methanol producing area, lowered their prices, but the shipment situation was different. Traders were cautious, and the downstream receiving sentiment was general.

As of 6.2, methanol market price summary by Region:

Region, price

Qinghai Area 2180-2270 yuan / ton factory cash

Shanxi area 2150-2390 yuan / ton

Liaoning Province 2420-2450 yuan / ton delivered to the factory

Fujian area 2780 yuan / ton

Two lakes area About 2550-2560 yuan / ton

Anhui Province 2630-2650 yuan / ton factory acceptance

Henan Province 2450 yuan / ton

In the downstream, the formaldehyde Market as a whole fell, and the market trading was slightly average; The dimethyl ether Market was stable, moderate and moderate; Domestic acetic acid market is on the lookout. At present, traders are bearish on the future market, waiting for the upstream price adjustment to match the market.

In terms of external market, as of June 2, the closing price of CFR China methanol was 312.00-313.00 US dollars / ton, down 2 US dollars / ton; CFR Southeast Asia methanol market closing price 361.00-362.00 USD / ton. The US Gulf methanol market closed at 106.50-107.50 cents per gallon; The closing price of FOB Rotterdam methanol market is 300.50-301.50 euro / ton.

region ., Country. Closing price. Up and down

Asia CFR China 312.00-313.00 USD / T – US $2 / T

Asia CFR Southeast Asia USD 361.00-362.00/t 0 USD / ton

Europe and America Gulf of America 106.50-107.50 cents per gallon / Cents per gallon

Europe FOB Rotterdam 300.50-301.50 euro / ton / EUR / T

Methanol futures callback finishing, methanol spot market upward weak, short-term demand is difficult to have a big boost, business community methanol analysts predict that the short-term methanol market into a high finishing stage.

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June 1, partial prices of fluorine chemical products declined

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.

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