March 16 China’s domestic glass spot market confidence cautious

Trade name: glass

 

Latest price March 16: 27.36 yuan / m2

 

Key points of analysis on March 16, the overall trend of domestic glass spot market was general, and the speed of purchasing glass by traders and processing enterprises slowed down. Shahe market price in North China is more flexible; enterprises in Central China are more willing to support the price; East China market is slightly upward; prices in South China are rising. Business glass analysts believe that the glass market as a whole, downstream processing enterprises first round of replenishment inventory basically ended, market confidence is cautious. In the short term, the spot price of glass is mainly adjusted slightly.

POLYVINYL ALCOHOL

The price of phosphate rock rose by more than 10% in half a month

According to the data monitoring of business news agency, as of March 15, the average reference price of 30% grade phosphorus ore in mainstream areas in China was around 446.67 yuan / ton, which increased by 43 yuan / ton or 10.75% compared with the price on February 28 (403.3 yuan / ton).

 

Phosphorus ore market ushers in seasonal recovery, with an increase of more than 10% in half a month

 

In March, on the first day of the month, driven by the gradual recovery of the downstream market and the sharp rise of the whole chemical market after the festival, China’s phosphorus ore market also ushered in the “first rise” after the Spring Festival. Guizhou and Hubei and other regions have increased the ex factory prices of medium and high-end grade phosphorus ores to varying degrees. The increase rate in Guizhou is around 20-40 yuan / ton, while that in Hubei is higher On the first day, the average market reference price of 30% grade phosphate ore in China was 423 yuan / ton, up 20 yuan / ton or 4.96% compared with the average price at the end of February. Subsequently, the phosphorus ore market as a whole maintained a high and stable operation. The spot supply of phosphorus ore in Hubei was tight, and the enterprises wanted to increase the ex factory price of phosphorus ore again.

 

The price of 30% grade phosphate rock in Guizhou rose by 10-20 yuan / ton, while the low-end price market has basically disappeared. At present, the market quotation of 30% grade phosphate rock in Guizhou is 370-390 yuan / ton; the ex factory quotation of 30% grade phosphate rock in Hebei is increased by 20-30 yuan / ton, and that of 30% grade phosphate rock in Hebei Fanshan group is increased by 20-30 yuan / ton The quoted price of rock out of plant is 570 yuan / ton, which is 30 yuan / ton higher than that at the end of last month; the quoted price of 30% ammonium phosphate ore ship plate in Hubei area is about 400 yuan / ton. On the 15th, the reference average price of domestic 30% grade phosphate ore market rose to 446 yuan / ton, up 23 yuan / ton or 5.51% from the beginning of this month, and 10.75% from the end of February.

 

In early March, the domestic yellow phosphorus market was stable as a whole, with a slight upward trend. At present, the transaction of new orders in the yellow phosphorus market is relatively stable, and the reference price of Yunnan Net phosphorus ex factory acceptance transaction is around 17100-17400 yuan / ton. As of March 15, according to the monitoring data of the business community, the factory reference price of yellow phosphorus in Yunnan and Guizhou was 17600 yuan / ton, up 2.03% compared with March 1 (17250 yuan / ton).

 

In the downstream of map, after the sharp rise of map in February, map still showed a steady rising trend in March, but the rise narrowed. In the first ten days of March, sulfur rose by more than 8%, cost support was strong, the price of monoammonium phosphate rose, downstream demand was stable, and replenishment was on the low end. However, at present, the main manufacturers issued orders, domestic orders were not sold much, the sales pressure of the industry was not big, the price support sentiment was still high, and there were many enterprises stopping orders and reporting. Anhui Province 55% ammonium powder factory offer 2450-2460 yuan / ton. The ex factory quotation of 55% powdered ammonium in Hubei Province is 2400-2500 yuan / ton. The price of 55% ammonium powder in Henan Province is about 2500-2700 yuan / ton. The price of 55% ammonium powder in Sichuan is about 2450 yuan / ton.

 

Announcement on the third auction of phosphate rock by China phosphate exchange

 

The third phosphorus ore auction of China phosphorus exchange, with a total of 136000 tons in 8 bid sections, was successful in bidding for 99000 tons, including 63000 tons of Erjie branch, 36000 tons of LiuJie branch, transaction price of 22.11% grade raw ore yard of Erjie branch 135 yuan / ton, completion price of 28.01% grade raw ore yard 295 yuan / ton, transaction price of 23.64% grade raw ore yard 184 yuan / ton, and transaction price of 25.22% grade raw ore yard The transaction price is 222 yuan / ton, and the transaction price of 29.60% grade raw ore yard is 341 yuan / ton. The transaction price of 21.10% grade raw ore yard of LiuJie branch is 118 yuan / ton, 27.19% grade raw ore yard is 277 yuan / ton, and 27.93% grade raw ore yard is 288 yuan / ton.

 

Spring sowing starts phosphorus ore market in succession

 

The end of March and the beginning of April are the peak sales season of phosphate fertilizer in the downstream of phosphate rock. Driven by the recovery of terminal downstream market, it is expected that the phosphate rock market will continue to run at a high level and stably in the near future.

POLYVINYL ALCOHOL

Cost side support stronger, PVC price shock rise

1、 Price trend

 

According to the data monitored by the business society (the average price of SG5 by the electricity and stone method), the average price of domestic PVC mainstream on March 11 was 8612.5 yuan / ton, up 0.44% from the beginning of the week, 17.18% on month, and 37.8% higher than the same period last year.

 

2、 Market analysis

 

Since February, the PVC market entered the consolidation period, with prices slightly callback, while this week the PVC market opened the upward channel again, and the price rose slightly. This week’s price rise is mainly due to the rising futures, driving the spot price trend, and the price has risen greatly due to the recent tense supply of raw materials calcium carbide. In March, it has increased by more than 14%. The cost side support is strong, supporting the PVC upward, and the quotation of PVC enterprises rose at 50-200 yuan / T, and then the price of the period was adjusted narrowly. At present, the price of PVC futures fluctuates at high level, and the spot market has slightly recovered after rising, but the willingness to fall deeply is not strong. Downstream demand is cautious to purchase, and the enthusiasm for high price PVC procurement is not high, and the market transaction atmosphere is general, but it is just needed. Meanwhile, international supply is still tight, and the export performance is good. Although PVC has a small accumulation, it is lower than the same period last year. Overall, PVC has no obvious profit margin system About, the short-term price callback is also a post-rising consolidation stage, supported by the cost end, PVC trend is strong.

 

In spot, the main quotation range of pvc5 type electric stone is mainly around 8400-8700 yuan / ton. The main stream of pvc5 electric stone in East China is 8550-8700 yuan / ton, the main stream of pvc5 type electric stone in North China is 8500-8650 yuan / ton, and the pvc5 type electric stone in South China is RMB 8600-8800 yuan / ton. The main stream of pvc5 type electric stone in Shandong Province is 8600-8700 yuan / ton, the price of PVC electric stone in Hebei is 8550-8700 yuan / ton, and the mainstream of pvc5 type electric stone in Inner Mongolia is 8250-8400 yuan / ton, The market quotation of each place rose and then returned, and fluctuated in a narrow range.

 

In futures, futures are in high volatility, falling high, driving the spot trend. V2105 opened at 8530, with the highest price of 8755, the lowest price of 8440, and the closing price of 8705 up 250, or 2.96%. The volume of traffic was 517000, an increase of 41944. The holding volume was 333000, an increase of 34511.

 

Regional variety process March 11

Changzhou PVC carbide method 8550-8650 yuan / ton

Guangzhou PVC carbide method: 8480-8650 yuan / ton

Hebei PVC carbide method 8550-8700 yuan / ton

Hangzhou PVC calcium carbide method 8540-8650 yuan / ton

 

Upstream crude oil, March 10, the U.S. WTI crude oil futures market price rose, the main contract settlement price at $64.44 / barrel, up $0.43. Brent crude oil futures market prices rose, with the settlement price of main contract at $67.90/barrel, or 0.38 US dollars. Oil prices rebounded on Wednesday as optimism for a global recovery rose and US gasoline stocks fell sharply, but oil production surges after extreme weather Limited oil prices.

 

Ethylene, according to the monitoring data of business society, the recent price of ethylene external market has risen, with the price of USD 1104.75/t on March 1, the average price of ethylene on March 1 being 1196.25 USD / T, up 8.28%, and the current price rose 23.04% on a month-on-year basis, and the current price rose 64.94% year on year. At present, crude oil: the gasoline inventory in the United States has declined sharply, the global economic recovery is relatively optimistic, and the cost side is favorable for ethylene market. Therefore, data analysts of business agency expect that the external price of ethylene will be mainly higher in the next step.

 

The factory price of calcium carbide in Northwest China was stable on March 11. On March 11, the reference price of carbide was 4066.67. Compared with March 1 (3566.67), the price of raw materials, LAN carbon, which was 14.02%, was higher and consolidated. The cost of calcium carbide was well supported, the supply was tight and the price rose greatly.

 

3、 Future forecast

 

PVC analysts of business agency believe that the current price of PVC futures fluctuates at high level, and the spot market will slightly recover after rising. Downstream demand is carefully purchased. The acceptance of high price PVC is not high, and the market transaction atmosphere is general, but it is just needed. Meanwhile, the export performance is good, and the manufacturer is not under pressure for shipment. In the short term, it is expected that the PVC price is relatively volatile, and the PVC market will be in the future market under the strong support of the cost end Still available.

POLYVINYL ALCOHOL

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.