According to the price trend chart of fluorite, the price trend of fluorite is stable. According to statistics, the average price of fluorite in China as of November 20 is 2861.66 yuan / ton, and the price trend of fluorite in China is mainly stable. According to statistics, the price of 97 fluorite wet powder in Inner Mongolia is 2600-2900 yuan / ton, that of 97 fluorite wet powder in Fujian is 2700-3000 yuan / ton, and that of 97 fluorite wet powder in Henan is 2700 yuan / ton- 3000 yuan / ton, the price of 97 fluorite wet powder in Jiangxi is 2700-2900 yuan / ton.

In the near future, the domestic fluorite price has strong intention of “price fixing”, and the price trend is mainly stable. According to the strict inspection of national environmental protection, the operation rate of fluorite is average, and some domestic mines and flotation units are closed, which reduces the spot supply of fluorite in the site. Some small and medium-sized enterprises stop production, some goods holding businesses still have the intention to hold the price, and the price of fluorite in China has not continued to decline. In addition, as the temperature drops, the northern fluorite manufacturers are gradually restricted, the supply of domestic fluorite has declined, the price of fluorite in the site has been supported to a certain extent, and the price of fluorite has remained stable. In the near future, the price of hydrofluoric acid and the market of refrigerants in the lower reaches have not changed much, which has a certain negative impact on the domestic fluorite market, and the domestic fluorite price is lack of power. In the near future, hydrofluoric acid Market and refrigerant industry have no obvious positive support, and fluorite price is expected to maintain a volatile trend in the later period.

Fluorite price has not improved temporarily, and the market price of hydrofluoric acid is fluctuating.

As of 20 days, the average price of domestic hydrofluoric acid market is 9600 yuan / ton. Recently, the domestic hydrofluoric acid market is weak. The mainstream of hydrofluoric acid negotiation in Fujian Province is 9000-9500 yuan / ton, that in Shandong Province is 9000-10000 yuan / ton, that in Jiangxi Province is 9000-9500 yuan / ton, and that in Inner Mongolia is 8500-9500 yuan / ton. The supply of hydrofluoric acid market is normal The market price is low.

In the near future, the operation rate of hydrofluoric acid in China is about 60%. The enterprises report that the spot supply of hydrofluoric acid in the site is normal at present. In the near future, the distribution of goods in the site is general. In the near future, due to the small change of downstream demand and the support of upstream fluorite price, the domestic hydrofluoric acid manufacturers report serious losses, but the favorable support is insufficient. The price of hydrofluoric acid is stable, but some manufacturers report that With the decrease of fluorite supply, the market price of hydrofluoric acid is on the rise. In the near future, the trading market of downstream refrigerants in the terminal market is general, and the domestic market price of refrigerant R22 remains low. From the perspective of market supply, the market price of refrigerant R22 continues to be weak, the manufacturer’s production device reduces the starting load, the market supply capacity has declined, and the inventory pressure has been slowed down. In terms of demand, the downstream air-conditioning manufacturers maintain the air-conditioning, and the demand changes little. The main price of domestic large enterprises is 13000-14000 yuan / ton. The price trend of R134a market in China is at a low level, the unit operating rate of production enterprises remains at a low level, the market demand for refrigerants is reduced, and manufacturers mainly export their products. However, the transaction price in the market keeps falling, the merchants purchase on demand, the peak season ends, the downstream demand of the terminal keeps low, and the price trend of hydrofluoric acid market is stable. However, there is an upward trend in the transaction price on the spot. The merchants purchase on demand. In the near future, due to the normal supply of goods, some manufacturers reflect a decrease, and the supply of fluorite in the north is gradually declining. It is expected that the market price of hydrofluoric acid will rebound and rise in the later period.

Market Overview

According to the bulk data monitoring of the business agency, after November, the dichloromethane market in Shandong continues to rise. As of November 19, the price of dichloromethane in Shandong has increased by 7.69% compared with November 1. At present, the average price of dichloromethane in Shandong is about 3080 yuan / ton.

quotations analysis

Product: at present, the overall start-up of dichloromethane market in Shandong Province is relatively low, and the spot supply in the market is in short supply, but it is in the traditional off-season of the market, the downstream market has a flat intention of receiving goods, and the trading atmosphere is weak. In terms of enterprise maintenance, Shandong Jinling 440000 T / T annual plant maintenance to No. 20, Shandong Dongyue 280000 T / a plant maintenance is expected to be completed around No. 20, Luxi Chemical industry starts 60%, at present, the price of dichloromethane in Shandong is about 3080-3150 yuan / ton; the price of East China is about 2900-3050 yuan / ton; Jiangxi Liwen is about 3200 yuan / ton.

Industry chain: in the upstream, affected by the cooling and central heating in the northern region, the natural gas market has stopped falling and rebounded, and the operators have a good mentality. At present, it is about 4090 yuan / ton; the supply of liquid chlorine market has increased, and the enterprise’s quotation has continued to decline, and at present, it is about 500-800 yuan / ton. In the downstream, the maintenance of domestic refrigerant market led to a slight decline in the supply of the industry, and the factory price of enterprises recovered; the pharmaceutical agricultural market and solvent industry just needed to be flat, and the price of dichloromethane was generally supported.

Forecast for future market

According to the methane chloride data analyst of business association, the shortage of spot market is the main reason for the sustained soaring price of dichloromethane in the near future. With the centralized resumption of production around No. 20 in Shandong Province, the market supply will gradually recover, or there will be a situation of supply exceeding demand. It is expected that the price of dichloromethane will be high in the short term, and will gradually decline in the long term.

On November 17, the rare earth index was 335, the same as yesterday, 66.50% lower than the highest point in the cycle, 1000 (2011-12-06), and 23.62% higher than the lowest point, 271 on September 13, 2015. (Note: cycle refers to 2011-12-01 to now).

The average price of neodymium, dysprosium and praseodymium in rare earth metals decreased by 1000 yuan / ton to 358500 yuan / ton, 2035000 yuan / ton and 650000 yuan / ton respectively. In rare earth oxides, the average price of praseodymium neodymium oxide decreased by 2000 yuan / ton to 281500 yuan / ton; the price of dysprosium oxide was 1.55 million yuan / ton; the average price of praseodymium oxide decreased by 10000 yuan / ton to 335000 yuan / ton; the average price of neodymium oxide decreased by 2000 yuan / ton to 283500 yuan / ton. The price of praseodymium neodymium alloy in rare earth alloy decreased by 2000 yuan / ton to 358500 yuan / ton; the average price of dysprosium ferroalloy was 1.56 million yuan / ton.

The price of rare earths in the domestic market fell on the 18th. The trading market of rare earths in the domestic market was average. Recently, the legitimate price in the domestic market has been maintained, but the price of terbium metals and oxides has declined, while the price of heavy rare earths has not improved much. In the near future, the inquiry list of praseodymium neodymium oxide and neodymium oxide has declined, and the price of light rare earth oxide has declined slightly. In the near future, the light rare earth merchants in the field are not in good condition, and the recent trading situation in the field is general. The supply of rare earth in China is normal. The price fluctuation of rare earth market is related to the environmental protection supervision in the whole country. The production of rare earth is special, especially the radiation hazards of some products make the environmental protection supervision more strict. Metal enterprises and downstream magnetic material enterprises are weak in purchasing after and before the festival due to the surplus of purchasing before the festival. In addition, the price of rare earth has declined compared with the previous period, and the wait-and-see mood is strong. Under the strict environmental protection inspection, rare earth separation enterprises in many provinces have stopped production, resulting in the general market supply of rare earth oxides, especially some mainstream rare earth oxides, which are in normal supply, and the market price trend of rare earth is declining. In the near future There is a strong wait-and-see mood among large enterprise groups in the market. The rare earth market is generally trading, and the trading volume is at a low level.

Ministry of industry and information technology (MIIT) reported on November 8 that the Ministry of industry and information technology (MIIT) and the Ministry of natural resources (MRR) issued the notice on the total amount control indicators of rare earth mining, smelting separation and tungsten mining in 2019. The total amount control indicators of rare earth mining and smelting separation in 2019 were 132000 tons and 127000 tons respectively. The total control index of tungsten concentrate (65% of tungsten trioxide) mining in China is 105000 tons, including 78150 tons of main mining index and 26850 tons of comprehensive utilization index. In addition, the national environmental protection department has made unremitting efforts in strict inspection, which has a great impact on the rare earth industry. The rare earth industry has a relatively low start-up situation, and the market situation is cold, which has brought some good support to the rare earth market. On November 14, the Ministry of Foreign Affairs said that China is the world’s largest country in rare earth reserves and production, and plays an important role in the global rare earth industry chain. China has been adhering to the principle of openness, coordination and sharing, promoting the development of domestic rare earth industry, and is willing to meet the legitimate needs of the development of all countries in the world with rare earth resources and products, so as to promote the development of China’s economy and the world economy In addition, the national development and Reform Commission and other relevant departments should take effective measures to rectify and standardize the industry, innovate and improve the relevant management mechanism, accelerate the construction of an industry development pattern with reasonable industrial structure, advanced scientific and technological level, effective resource protection and orderly production and operation, and give full play to the special value of rare earth as a strategic resource The supply of resources has shrunk, and people in the domestic market are waiting for the specific good news from the policy and the State Reserve.

Rare earth analysts of the business society expect that in the near future, the intensity of strict environmental protection inspection in China will not be reduced. In addition, the order of the rare earth industry will be rectified in China. The supply of rare earth industry in Jiangxi will probably maintain a low level. However, in the near future, the national rare earth export will obtain favorable support. It is expected that the rare earth market will maintain a low level and there is little room for continuous decline.

I. price trend

According to the data in the business club’s large list, the domestic dry process aluminum fluoride market price remained stable this week, with an average market price of 9600 yuan / ton at the beginning of the week and 9166 yuan / ton at the end of the week, down 3.51% from last week.

II. Market analysis

The price of aluminum fluoride is stable this week: at present, the price of aluminum fluoride in Henan is 8600-9500 yuan / ton, and that in Shandong is 8600-9600 yuan / ton. Zhengzhou Tianrui Grain Technology Co., Ltd. quoted 9500 yuan / ton of aluminum fluoride, Shandong LUZHENG chemical aluminum fluoride to 10500 yuan / ton, Zhengzhou Zerun energy chemical aluminum fluoride to 8500 yuan / ton.

Industry chain: according to statistics, the market price of hydrofluoric acid in China is slightly lower. Up to now, the market price of hydrofluoric acid in China is 9600 yuan / ton, and the operation rate of hydrofluoric acid in China is less than 60%. The enterprises report that the spot supply of hydrofluoric acid in the site is sufficient at present, and the goods in the hydrofluoric acid field are not moving in the near future. Due to the lack of improvement in downstream demand, some hydrofluoric acid manufacturers are stuck in price, and the market price of hydrofluoric acid is small. The amplitude is low. At present, the mainstream of hydrofluoric acid negotiation in the south is about 9000-9500 yuan / ton, and the price of hydrofluoric acid in the north market is 9000-10000 yuan / ton. The domestic market price of hydrofluoric acid remains at a low level, the supply of spot goods is sufficient, but the demand is poor, and the market price of hydrofluoric acid remains at a low level. The downstream aluminum fluoride manufacturers have kept falling. Zhengzhou Tianrui grain and Shandong LUZHENG Chemical Co., Ltd. have lowered the factory price of aluminum fluoride by 300-500 yuan / ton. This week, the market price of aluminum fluoride continues to decline.

III. future forecast

Analysts of aluminum fluoride industry in the chemical branch of business society think that: the market price of upstream hydrofluoric acid remains low, while the price of aluminum fluoride in the early stage remains strong. Recently, the downstream aluminum fluoride manufacturers make up the decline, and it is expected that the market price of aluminum fluoride will continue to make up the decline next week.

On November 14, the PX commodity index was 54.40, which was the same as yesterday, 46.88% lower than 102.40 (2013-02-28), the highest point in the cycle, and 19.43% higher than 45.55, the lowest point on February 15, 2016. (Note: cycle refers to 2013-02-01 to now).

According to statistics, on the 14th, the domestic market price trend of p-xylene was temporarily stable, the operation of new 600000 ton plant in Hongrun was stable, the operation of petrochemical plant in Pengzhou was stable, 50% of petrochemical plant in Urumqi was started, one line of aromatics plant in Fuhai Chuang was started, CNOOC Huizhou refining and chemical plant was overhauled, the PX plant in Hengli petrochemical plant was put into operation, and other units were temporarily stable. As the new plant was put into operation, the domestic The market supply of xylene is normal, and the market price trend of p-xylene is stable temporarily. The operating rate of PX plant in Asia is about 80%. On November 13, the closing price of PX market in Asia increased by 2 US dollars / ton, and the closing price was 768-770 US dollars / ton fob in South Korea and 788-790 US dollars / ton CFR in China. More than 50% of domestic PX plant needs to be imported. The rise of external market price has a certain positive impact on the domestic PX market price, but the price trend in domestic market is temporarily stable.

On November 13, WTI crude oil futures market in the United States rose to $57.12/barrel, or $0.32, while Brent crude oil futures rose to $62.37/barrel, or $0.31. API crude oil inventory decreased slightly unexpectedly, but gasoline and refined oil inventory increased both. U.S. crude oil inventories fell 541000 barrels to 440 million barrels in the week to November 8, according to API, with analysts expecting an increase of 1.6 million barrels. Cushing’s inventory decreased by 1.2 million barrels, crude oil price rose, and domestic p-xylene price trend was stable. In recent years, the textile industry market has been volatile, the PTA Market operating rate has declined, and the PTA price trend has continued to decline. The average price of the offer in East China is around 4700-4800 yuan / ton. As of the 13th day, the domestic PTA operating rate is about 91.5%, and the polyester industry operating rate is about 89%. Due to the sufficient supply in the PTA field, the transaction atmosphere is general. The purchase is dominated by traders, followed by sporadic polyester factories, and affected by the original oil price The price of PTA in the downstream market is slightly lower due to grid shock, and it is expected that PX market price will maintain 6800 yuan / ton in the short term.