1、 Price trend of lithium hydroxide

(Figure: p-value curve of lithium hydroxide product)

2、 Market analysis

Recently, the market of industrial grade lithium hydroxide is stable and rising. As of January 19, the average price of domestic industrial grade lithium hydroxide enterprises was 54000 yuan / ton, up 1.89% compared with last Tuesday (January 12) and 3.85% compared with December 19, according to the data of business news agency’s block list. Recently, the upstream lithium carbonate market has risen, and the market supply and demand pattern has gradually improved, which has a certain positive effect on the market. The industrial grade lithium hydroxide Market has been pushed up slightly. At present, the external quotation of Shanghai Yulun industrial grade lithium hydroxide is 53000 yuan / ton; Zigong tongfarong industrial grade lithium hydroxide is 53000 yuan / ton; Shanghai oujin industrial grade lithium hydroxide is 56000 yuan / ton, anhydrous lithium hydroxide is 150000 yuan / ton, and the specific transaction price is discussed separately.

Upstream lithium carbonate, lithium carbonate prices continue to rise in the near future. According to the data monitoring of Business News Agency: on January 19, the average price of industrial grade lithium carbonate in East China was 60800 yuan / ton, up 21.60% compared with the price at the beginning of the month. On January 19, the average price of battery grade lithium carbonate in East China was 64900 yuan / ton, up 18.86% compared with the beginning of the month.

According to the price monitoring of the business community, on January 18, 2021, 25 kinds of commodities rose in the chemical industry sector, of which 3 kinds of commodities rose by more than 5%, accounting for 3.3% of the number of commodities monitored in the sector; the top 3 commodities were bisphenol A (6.68%), DMF (6.12%) and formaldehyde (37%) (5.46%). A total of 14 kinds of commodities declined month on month, with propane (- 4.04%), hydrogen peroxide (- 3.31%) and chloroform (- 3.03%) as the top three products. The average daily rise and fall was 0.36%.

3、 Future forecast

Business community lithium hydroxide analysts believe that the recent rise in the upstream lithium carbonate market, raw material side support to strengthen, demand has increased, it is expected that in the short term, the domestic industrial lithium hydroxide market may rise steadily, more attention should be paid to market information guidance.

1、 Price trend

This week, the ex factory price of isooctanol in Shandong fell first and then rose. Big manufacturers adjusted their prices. This week, the average ex factory quotation price of isooctanol in Shandong first dropped from 10633.33 yuan / ton on January 11 to 9133.33 yuan / ton on January 12, down 14.11%, and then rose to 10666.67 yuan / ton on January 15, up 16.79%. Compared with the same period last year, it increased by 54.22%. Overall, isooctanol rose this week, with the octanol commodity index at 78.43 on January 15.

2、 Market analysis

In terms of manufacturers’ quotations, the factory quotations of mainstream ISO octanol manufacturers in Shandong fell first and then rose this week: Jianlan chemical’s quotation of ISO octanol fell from 11000 yuan / ton on January 11 to 9000 yuan / ton on January 12, and then rose to 10500 yuan / ton on January 15; lihuayi’s quotation of ISO octanol fell from 9700 yuan / ton on January 11 to 9000 yuan / ton on January 12, and then rose to January 15 Hualu Hengsheng’s quotation for isooctanol this week first dropped from 11200 yuan / ton on January 11 to 9400 yuan / ton on January 12, and then rose to 11000 yuan / ton on January 15.

From the perspective of the upstream and downstream industrial chain, the propylene market in the upstream raw material market of octanol rose this week, with the quotation rising from 7290.91 yuan / ton at the beginning of the week to 7390.91 yuan / ton at the end of the week, a decrease of 1.37%, and a year-on-year increase of 2.27%. The price of raw materials in the upstream market rose slightly, affected by the supply and demand side, which had a positive impact on the price of octanol.

Octanol downstream market, this week DOP factory prices fell slightly. DOP quotation fell from 9625.00 yuan / ton at the beginning of the week to 9550.00 yuan / ton at the end of the week, with a decrease of 0.78%, and a year-on-year increase of 30.82%. The price of downstream DOP fell, the enthusiasm of downstream customers to purchase octanol weakened, the demand for octanol was general, and the future market operators mostly watched the trend of DOP.

3、 Future forecast

In late January, the trend of Shandong octanol market may fluctuate slightly. The upstream propylene market rose slightly, the raw material support was strong, the downstream DOP market declined, the downstream purchasing enthusiasm weakened, and the octanol supply was normal. Business community octanol analysts believe that: in late January, under the influence of supply and demand, raw materials and other aspects of octanol market in Shandong, octanol market may fluctuate slightly.

According to the data monitored by the business club, as of January 15, the average price of domestic power lithium iron phosphate was 38000.00 yuan / ton, This week, the market price of LiFePO4 is stable, the operating rate is stable, the supply and demand are balanced, the downstream demand is limited, and the market demand has not improved significantly. At present, the price of power LiFePO4 is stable, the market is mainly stable, and the overall price remains stable.

The price range of LiFePO4 power type market is 36000-38000 yuan / ton, the price is stable, the downstream demand has not improved significantly, the overall market purchasing atmosphere is general, the price is mainly stable, the enterprise starts normal, the merchant ships actively, the logistics is smooth, the transaction price basically maintains the cost online and offline, the inventory has no pressure, and most of the contract customers are the main ones The range is 33000-35000 yuan / ton, and the price keeps stable operation. With its safety performance, service life and price advantages, LiFePO4 has a firm foothold in the industry. With the development of society, people have higher requirements for the endurance of electric vehicles, taking into account the cost, safety performance and service life. In the future market, LiFePO4′s market share will be further improved.

The upstream lithium carbonate shows an upward trend in the near future. At present, the mainstream price range of industrial lithium carbonate is 59500-61000 yuan / ton, and the overall market negotiation center is relatively strong. The price range of battery lithium carbonate is 61000-65000 yuan / ton, and the negotiation center is relatively high, and the price has been raised. In the short term, the market of lithium carbonate will be high.

On January 15, the chemical industry index was 828 points, up 5 points from yesterday, down 18.50% from 1016 points (2012-03-13), the highest point in the cycle, and up 38.46% from 598 points, the lowest point on April 8, 2020. (Note: period refers to the period from December 1, 2011 to now)

LiFePO4 analyst of business association thinks: in the short term, LiFePO4 market is mainly stable operation, and the focus of negotiation is stable. (the above prices are provided by major manufacturers of LiFePO4 all over the country and sorted out and analyzed by business LiFePO4 analysts. They are for reference only. Please contact relevant manufacturers for more details.)

According to the data from the commodity list of business news agency, the market price of formaldehyde in Shandong has risen recently. The average price of formaldehyde in Shandong was 1167.67 yuan / ton on the 13th, and 1220.00 yuan / ton on the 14th, with an increase of 4.57%. The current price has increased by 4.57% month on month and 15.82% year on year.

Recently, the domestic formaldehyde market price fluctuated and consolidated. As of January 14, the mainstream factory price in Central China was about 1250 yuan / ton, the mainstream factory price in North China was 1060 yuan / ton, and the mainstream factory price in East China was 1270 yuan / ton. Shandong Linyi Galaxy formaldehyde production capacity of 120000 tons / year formaldehyde plant shutdown. Recently, some formaldehyde factories in Shandong have been shut down for maintenance. Recently, the operating rate of formaldehyde is at a low level, the inventory decreases rapidly, and the formaldehyde market rises.

Upstream methanol situation: the ex factory price of methanol market in southern Shandong is temporarily stable to 2300-2320 yuan / ton, and Linyi receives local goods at 2310-2320 yuan / ton without tax, and there is no quotation for logistics goods. Shandong methanol Lubei market transaction price is about 2280-2300 yuan / ton to cash. The turnover of methanol market in central Shandong increased by 60 yuan / ton to 2400 yuan / ton in cash, while the transaction price of peripheral goods may be 2300-2320 yuan / ton in cash. Methanol market has an upward trend in some areas, which can support formaldehyde.

Recently, Shandong wood factory is in the rush stage before the holiday, actively purchasing formaldehyde, and the market trading atmosphere is warm. Formaldehyde manufacturers have a good mentality, leading the rise of formaldehyde market.

Recently, the upstream raw material methanol market rose slightly, the cost support was strong, the demand of downstream wood mills improved, and the willingness to buy was strong. Therefore, the formaldehyde analysts of the chemical branch of business society predicted that the recent price of formaldehyde in Shandong would mainly rise slightly.

Trade name: ammonium sulfate

Latest price on January 13: 583.33 yuan / ton

Analysis points: on January 13, the ammonium sulfate market fluctuated in a narrow range and the market was strong. The main price of ammonium sulfate in Henan Province is about 500-550 yuan / ton. The main price of powdered ammonium sulfate in Hebei Province is about 600 yuan / ton, which is relatively stable. The main price of ammonium sulfate in Shandong Province is about 450-575 yuan / ton, up slightly. The mainstream ex factory quotation of ammonium sulfate in Hunan is about 700 yuan / ton, which is relatively stable. The price of domestic grade is mainly consolidated, and there is no obvious fluctuation for the time being. Business community ammonium sulfate analysts believe that ammonium sulfate to open the overall market, trading atmosphere is general, downstream on-demand procurement, who use who take. It is expected that the price of ammonium sulfate will be stable in the short term.