At the beginning of the week, domestic polysilicon market maintained a downward trend last week, and today’s market price fell steadily. At present, the operating rate of domestic polysilicon manufacturers has rebounded. Up to now, about three polysilicon manufacturers have been maintaining maintenance or load reduction. The production capacity in Xinjiang has been gradually restored, and the supply has slightly increased compared with the previous period. In addition, according to relevant information, the Sichuan plant suffered floods before, which led to plant shutdown. Last week, the plant was able to produce qualified materials, which also brought about an increase in market supply. There is an increasing trend in enterprise inventory. From the demand point of view, the downstream signing situation is general, large factories have signed new orders in November, and a few large factories have signed contracts. According to the monitoring of the business agency, the domestic mainstream transaction price of polysilicon with the model of first-class solar material is 60000-70000 yuan / ton.

In the near future, polysilicon manufacturers this week no new device maintenance news, supply is still relatively abundant. In addition, whether the current contradiction between supply and demand can be balanced depends on the situation of terminals and exports. Due to the severe overseas epidemic situation, it is expected that export may bring pressure. Under the premise of stable domestic demand, the support of silicon materials will be reduced to a certain extent, which will add a lot of goods from OCI in South Korea. It is expected that polysilicon materials will still have a downward trend in the near future.

Note: the above price is tax inclusive

According to statistics, the domestic market price of ammonium nitrate rose slightly in October. By the end of the month, the market price of ammonium nitrate was 2900 yuan / ton, 0.69% higher than that at the beginning of the month, 26.09% higher than that at the beginning of the month.

In October, the price trend of domestic ammonium nitrate market rose slightly. The domestic ammonium nitrate manufacturers’ device operation was stable. Recently, the supply of on-site goods was slightly tight. Some manufacturers reported that the inquiry situation rose, and the price trend of the market rose. Recently, the export market of ammonium nitrate manufacturers is normal, and the downstream purchase is on demand. The trend of downstream nitro compound fertilizer is stable in the near future. The domestic downstream civil explosive industry still has a lot of production stoppages. The domestic ammonium nitrate manufacturers start normal operation, and the market price of ammonium nitrate rises slightly. Up to now, the mainstream of negotiation in Shaanxi is 2700-2800 yuan / ton, that in Shandong is 2500-2600 yuan / ton, and that in Hebei is 3000-3300 yuan / ton.

In October, the price of domestic concentrated nitric acid rose. By the end of the month, the average price of domestic nitric acid was 1616.67 yuan / ton, an increase of 6.59%. Jiangsu Hongze Yinzhu Chemical Co., Ltd. quoted 1650 yuan / ton; Anhui Jinhe offered 1650 yuan / ton; Shandong helitai offered 1800 yuan / ton. Anhui Aodeli quoted 1700 yuan / ton. In recent years, the domestic nitric acid plant has been running stably, the supply of concentrated nitric acid market is normal, and the situation of on-site running goods is rising. The price trend of nitric acid Market in October is rising, and the price of raw material nitric acid is rising, which forms a certain favorable support for the market of ammonium nitrate, and the market price of ammonium nitrate rises slightly.

The domestic market price of liquid ammonia rose slightly in October. By the end of the month, the price of liquid ammonia was 3216.67 yuan / ton, 1.05% higher than that of 3183.33 yuan / ton at the beginning of the month. According to the monitoring of the business agency, the domestic market price of liquid ammonia increased slightly, mainly due to the stable supply of large factories, the normal operation of the device, and the release of inventory pressure. Affected by the recent domestic market rise, some manufacturers switched to urea, and the amount of ammonia was controlled. Moreover, due to the limited production in Shanxi and some other regions, the operating rate decreased, which brought some support to the supply. From the downstream, in the current off-season of agricultural fertilizer, the terminal does not take delivery, many places have prices but no market. The market price of liquid ammonia rises slightly, and the market price of ammonium nitrate rises in October.

In the near future, the demand of the downstream civil explosive industry is general, and the market demand for ammonium nitrate is normal, but the market price of raw material ammonium nitrate has a certain supporting role, and the ammonium nitrate analysts of business society believe that the market price of ammonium nitrate may maintain a high level in the future.

1、 Price trend

According to the data from the business club’s bulk list, the market price of TDI was slightly lowered this week, with the average price in East China at 16666.67 yuan / ton, down 2.91% compared with 17166.67 yuan / ton at the end of last week, and increased by 28.53% compared with the same period last year.

2、 Market analysis

During the week, the domestic TDI market was weak. At the beginning of the week, the information of suppliers was complicated, and the mentality of the industry was tangled. The intraday offer was tentatively inclined to the high level, but the downstream follow-up was weak, and the high-level transaction resistance was large. The price of polyether is high, and the downstream sponge factories are under great pressure. Most enterprises choose to digest the initial inventory or purchase on demand. The enthusiasm of entering the market is weak and the purchase of TDI is limited. As of the 30th, TDI’s domestic goods offer in East China market refers to 15000-16000 yuan / ton, while Shanghai’s offers refer to about 16500 yuan / ton.

This week, the market of toluene was weak, and the price trend was down. As of 30 days, the domestic average price was about 3250 yuan / ton. The port inventory of toluene was high, and the pressure to remove the warehouse was still in place. The downstream demand was general, the negotiation atmosphere was not active, and the international oil price fell to the lowest price in five months. Affected by this, the quotation of toluene in the domestic market fell and the market support was limited. It is expected that the domestic toluene market will continue to be weak in the future Potential operation.

3、 Future forecast

According to TDI, the market is weak at present, and the market data is weak.

According to the monitoring of the business agency, the price of domestic anhydrous hydrofluoric acid continued to decline in October. As of the end of the month, the market price of hydrofluoric acid was 8400 yuan / ton, down 0.36% compared with the price of 8430 yuan / ton at the beginning of the month, with a year-on-year decrease of 12.86%.

The domestic hydrofluoric acid price trend continued to decline slightly in October. So far, the mainstream price of domestic hydrofluoric acid negotiated in various regions is 7600-8400 yuan / ton. The domestic hydrofluoric acid demand is general, and the market price of hydrofluoric acid is mainly down. The domestic hydrofluoric acid spot supply is normal, the hydrofluoric acid field devices are running stably, the manufacturers report that the recent delivery situation is not good, and the on-site price is lower. So far, the mainstream hydrofluoric acid negotiation in the southern region is 7600-8200 yuan / ton, and the hydrofluoric acid price in the northern market is 7600-8500 yuan / ton. In recent years, the domestic hydrofluoric acid market price trend has mainly declined, some manufacturers reflect that hydrofluoric acid exists in the cracks, some manufacturers report that the domestic hydrofluoric acid transaction situation is poor, and the hydrofluoric acid trading market is weak.

The market price of hydrofluoric acid raw material fluorite decreased slightly in October. As of the end of the month, the domestic fluorite price was 2627.78 yuan / ton, and the price dropped slightly by 1.46% in October. The domestic spot supply of fluorite was normal, the downstream market did not improve, and the trend of fluorite price decreased slightly. As of the end of the month, the mainstream of domestic fluorite negotiation was 2400-2600 yuan / ton. The fluctuation of fluorite price was a negative factor in hydrofluoric acid market, and the domestic hydrofluoric acid market price decreased slightly.

In October, the market trend of domestic refrigerants dropped slightly, the demand of domestic refrigerant industry did not significantly improve, the start-up of refrigerant industry remained low, and the market price of hydrofluoric acid decreased slightly. The foreign economic development is general, but the refrigerant terminal export has not changed much. However, the domestic air conditioning industry starts at a low level, and the after-sales demand for maintenance is weak. On the whole, the foreign demand has not improved significantly. At present, the load of refrigerant R22 manufacturers is not high, the inventory is in a reasonable range, and the market price drops slightly. However, the downstream receiving capacity is limited, and there is a lot of wait-and-see mood. The actual transaction center of gravity is shifted downward. Some traders are looking for positive shipment, and the quotation is slightly lower than the manufacturer’s ex factory price. There is a phenomenon of cost inversion. The mainstream of on-site negotiation is 12500-15000 yuan / ton. The domestic R134a market trend is declining, but the automobile market industry continues to be depressed, the demand is weak, the market trading center is low, and the transaction atmosphere is light. With sufficient supply of goods in the market and the impact of new production capacity entering the market, the competition is fierce, the supply side gradually forms a negative situation, the price fluctuates at a low level, the downstream demand is not improved, and the market price of hydrofluoric acid falls slightly.

On the whole, hydrofluoric acid market is mainly declining, and the upstream raw material fluorite market is weak, and the demand of downstream refrigerant industry has not improved significantly. Chen Ling, an analyst of hydrofluoric acid from business club, believes that the market price of hydrofluoric acid may maintain a low level.

1、 Price trend

As of October 28, the average price of refrigerant R134a was 15333.33 yuan / ton, down 1.08% from last Wednesday, 0.43% month on month, and 33.81% lower than the beginning of the year.

2、 Market analysis

Recently, the market of refrigerant R134a declined slightly. The price of hydrofluoric acid and trichloroethylene at the raw material end is weak and consolidation, which weakens the cost support for refrigerants, while the domestic market is weak, the automobile industry is weak, and the buying gas is flat. The refrigerant R134a is negative. The export market has not improved significantly. The overall transaction environment of the market continues to be depressed. Traders are cautious in taking goods, manufacturers are under pressure to ship, and the sales pressure is increasing, and there is a risk of price reduction. The trend of R134a is weak and stable. According to the price monitoring of the business agency, as of October 23, the mainstream price of refrigerant R134a market is about 15000-18000 yuan / ton, and the transaction price is low.

In terms of raw materials, on October 28, the mainstream price of domestic anhydrous hydrofluoric acid manufacturers was 7700-8300 yuan / ton. The ex factory prices of domestic manufacturers remained stable. The operating rate of domestic hydrofluoric acid manufacturers was general, and the on-site supply was normal, which was affected by the stable price of fluorite. However, the demand of the downstream refrigerant industry was poor, and the on-site procurement was mainly based on demand. It is expected that the on-site price will remain low in the future.

3、 Future forecast

According to the refrigerant analysts of the business agency, the raw material end support of refrigerant R134a is weakened, the terminal demand is sluggish, the transaction center of gravity is down, and the overall performance is slightly depressed. It is expected that R134a refrigeration will continue to operate in a weak and stable manner in the short term.