I. price trend

According to the monitoring data of the business association, as of October 24, the average market price of organosilicon DMC is 17133.33 yuan / ton, down 1.91% compared with the average price on October 21.

II. Market analysis

Products: since the beginning of October, the market of organosilicon DMC has been ups and downs. After the national day, the market of organosilicon DMC suddenly fell rapidly, and the market price once fell to the bottom. At that time, the highest quotation of traders was reduced by nearly 2000 yuan / ton, and the downstream actively prepared goods and swept up goods. After reaching the bottom, the price of organosilicon DMC rose to a certain extent last week, with the maximum price of the factory’s quotation back to 1000 yuan / ton, and the average price of the comprehensive sample enterprise’s quotation back to 300 yuan / ton. Until October 24 today, the market of organosilicon DMC is still in a weak position. Many enterprises lowered their prices again, and some enterprises even returned to the lowest price of 16500 yuan / ton. At present, the main quotation of DMC is around 1

6500-18500 yuan / ton.

Operation of the unit: Dongyue, Shandong Province: annual capacity of the unit is 250000 tons, and the manufacturer’s unit is currently open, shut down, and there is an annual maintenance plan for the unit before and after October 25, which is expected to last for half a month; Jiangxi spark: annual capacity of the unit is 400000 tons, and the unit is currently in full load operation; Luxi Chemical: annual capacity of the organic silicon unit is 80000 tons, and the unit operation is stable at present; Inner Mongolia hengyecheng: annual capacity of the unit is 24 10000 tons, 80% of the plant is under construction; Zhejiang Xin’an: the total capacity is 340000 tons, and the plant is currently operating at full load; Tangshan Sanyou: the annual capacity of single enterprise is 200000 tons, and two sets are fully open at present, and there is maintenance plan for next Tuesday; Shandong Jinling: the annual capacity of single enterprise is 150000 tons, and the plant is running smoothly at present; Zhejiang Zhongtian: the annual capacity of single enterprise is 120000 tons, and the plant is running smoothly at present; Hubei Province Xingfa: with an annual output of 180000 tons, 70% of the plant is currently under construction. It is estimated that the plant will be shut down from the end of October to the beginning of November. At that time, it is estimated that the shutdown time will vary from 10 to 15 days. The newly added 120000 tons / year silicone monomer plant is expected to be put into operation from November to December.

III. future forecast

Business analysts believe that: in the short term, the market of organosilicon DMC will still have a small shock and go higher.

Recently, the price of heavy rare earth in China has continued to decline. The price trend of some rare earth products is as follows:

In recent years, the market price of heavy rare earth in China has continued to decline. As of the 23rd, the price of dysprosium oxide was 164500 yuan / ton, down 11.8% in October; the price of dysprosium ferroalloy was 164500 yuan / ton, down 11.8%; the market price of light rare earth also fell correspondingly, with the price of neodymium oxide being 304500 yuan / ton, down 4.69% in October; the price of praseodymium neodymium alloy being 382500 yuan / ton, down 6.13%; and the price of praseodymium neodymium alloy being 382500 yuan / ton. Oxide prices fell to 302500 yuan / ton, down 4.72% in October. In recent years, the price of heavy rare earth in China has been falling continuously, while the price of light rare earth market has been declining slightly. In recent years, the gateway trade in Myanmar is normal, and the supply of heavy rare earth market in China has increased. Affected by the low price selling of some manufacturers, the price of heavy rare earth market has been falling continuously.

On October 22, the rare earth index was 351, down 6 points from yesterday, 64.90% from the highest point in the cycle, 1000 (2011-12-06), and 29.52% higher than the lowest point, 271 on September 13, 2015. (Note: cycle refers to 2011-12-01 to now).

In recent years, the price of rare earth in the market has been falling continuously, and the price of heavy rare earth in the rare earth market has declined by a large margin. With the reopening of the gateway in Myanmar, the supply of domestic heavy rare earth market has increased, and some on-site merchants have sold off, and the price of domestic heavy rare earth continues to decline. In addition, in the near future, the demand for permanent magnet is still not improving, the market trend of PR nd series products is declining, the on-site supply is normal, the demand for light rare earth is not good in the near future, and the market price is low. The price fluctuation of rare earth market is related to the national environmental protection supervision. Rare earth production has particularity, especially some products have radiation hazards, which makes the environmental protection supervision more strict. Under the strict environmental protection inspection, the manufacturers reasonably controlled the sales, but in the near future, the downstream demand entered the off-season, some enterprises sold at low prices, and the market price of light rare earth was correspondingly lower.

In the near future, the national environmental protection department has made unremitting efforts to inspect the rare earth industry. Jiangxi Province has strengthened the supervision of the rare earth industry, 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. Recently, the supervision group of the State Council went to Jiangxi Province to supervise rare earth enterprises. This supervision focused on the major deployment of the Party Central Committee and the State Council, highlighted the key and difficult issues in the field of economic operation and reform and development, focused on the strong blocking points and pain points reflected by the people and market subjects, and promoted the implementation of various work. In addition, the national development and Reform Commission and the relevant departments have taken effective measures to rectify and standardize the industry, innovated and improved the relevant management mechanism, accelerated the construction of an industry development pattern with reasonable industrial structure, advanced scientific and technological level, effective resource protection and orderly production and operation, effectively utilized the special value of rare earth as a strategic resource, and the supply of raw ore resources in the upstream of the rare earth industry has shrunk. , people in the domestic arena are waiting for the specific good news of the policy and the national reserve.

Rare earth analysts of the business club expect that in the near future, the intensity of strict environmental protection inspection in China will not be reduced. In addition, the order of rare earth industry will be rectified in China, and the supply of rare earth industry in Jiangxi will be maintained at a low level. However, the downstream demand for rare earth will not improve in the near future, and the import of heavy rare earth will increase. It is expected that some prices in rare earth market will continue to decline.

I. price trend:

According to a large number of data on the list of business agencies, the market of PA6 in China weakened in mid October, and the spot price of some brands was lowered. The main offer price of traders for Zhongzhu 2.75-2.85 was about 13833.33 yuan / ton, down 5.03% from the beginning of the month.

II. Analysis of influencing factors:

The recent trend of caprolactam liquid in the upper reaches of PA66 shows a shock finishing market. At present, the spot supply in the domestic market is sufficient, while the demand in the downstream market is weak and the price rise resistance is large. The resistance of traders to delivery increased, and the high price spot gradually decreased. Market volatility correction. This week, the overall international oil price rose first and then fell, with great volatility. In early October, oil prices rose rapidly due to the attack on Iranian oil tankers. In the later period, the International Monetary Fund lowered its economic growth expectation, and the increase of us refined oil storage increased market worries. Oil prices fell sharply, the price of pure benzene at the linkage cost end fell, and caprolactam market was negative. It is expected that caprolactam will continue the finishing market in the near future; caprolactam has poor support for PA6 cost, and PA6 market is also weak at present. However, the recent expansion of PA6 supply has a greater impact on the domestic spot price. It is reported that the recent performance of car enterprises is low, and the demand for PA6 plate for household appliances has also declined. The enthusiasm of terminal procurement is hit, and most of them are replenished with rigid demand strategy. The trading atmosphere in the market is general, and domestic investors and sellers are cautious and wait-and-see.

3. Future forecast:

Business analysts believe that the domestic PA6 market fell in mid October. The upstream caprolactam entered the finishing market, which did not support the cost end of PA6 well. In the near future, the spot supply of PA6 in China is expanding, the performance of downstream industry is declining, and the demand is weak. It is expected that PA6 will continue to be light in the near future, and it is suggested to focus on cost and supply and demand trends.

I. price trend

According to the monitoring data of business agency, on Monday (October 21) this week, the average market price of organosilicon DMC in several mainstream areas was 17466.67 yuan / ton, up 200 yuan / ton, or 1.16% compared with Friday (October 18) last week.

II. Market analysis

Products: since last week, the market of organosilicon has become stable. On Monday (October 21), the overall quotation of organosilicon DMC market has been stable and partially increased. The increased quotation is 300-500 yuan / ton. Some factories return to normal external quotation. However, after the centralized low price stock, the rising intention of downstream enterprises is weakened. Currently, the market transaction price is dominated by narrow range consolidation, and the upstream manufacturers mainly focus on export. The early orders are mostly, and the atmosphere of new orders is general, but the willingness of upstream single plant to hold up the price is still high, and the enterprise tends to continue to “control the goods” to pull up, mainly handling the early orders. At present, the main quotation of DMC is around 17100-18500 yuan / ton.

Industry chain: at present, the domestic silicone oil price remains stable, and the silicone DMC manufacturers are strong in supporting the silicone oil market. After many enterprises hoard goods at low prices, the current market orders resume to purchase on demand, mainly small bulk orders. However, there is no inventory pressure for the silicone oil enterprises, and the imported silicone oil also keeps stable operation. Therefore, the silicone oil manufacturers mainly implement the early orders, and the current market is not volatile.

III. future forecast

Analysts of business club think: in recent years, many factories have annual maintenance plans, which may drive the market price of organosilicon DMC to continue to rise, but the market trend is still closely related to the actual supply and demand of products.

I. price trend

According to the data monitored by the business agency, the price of domestic PP market was adjusted in mid October, and the spot price was up and down. As of October 18, the main offer price of T30S by domestic producers and traders was about 8700.00 yuan / ton, down 1.88% from the beginning of the month.

II. Cause analysis

Upstream: due to the policy of production restriction and operation restriction, the price of propylene during the National Day holiday in early October remained stable. After the end of the policy, most enterprises began to decline. By the end of this week, the market turnover was about 7380-7700 yuan / ton, and the mainstream price was 7400 yuan / ton. At present, most of the downstream product prices of propylene show a downward trend, and the support of the demand side is weakened. Refinery inventory pressure increases, shipment is not smooth, downstream procurement is cold, it is expected that the market price of propylene may still decline in recent days.

Product: in mid October, the overall price of PP market was weak and fluctuated. In the near future, the upstream propylene policy ended, the supply increased, the price decreased, and the support for PP was limited. The operation rate of domestic polypropylene plant is slightly reduced, and the unit capacity in maintenance is about 96300 tons. Next week, there is a plan to build a new production line. It is expected that the product supply will be further abundant. At the end of last week, the PP inventory of petrochemical plants was high, reaching a historical high level. At present, there is still a certain pressure, although the stock is actively removed after the festival. After the festival, the operating rate of the downstream enterprises gradually returned to the level before the festival. It is estimated that the inventory held by the downstream enterprises has been reduced by 30-40%, and there is a demand for the inventory of raw materials for supplementary consumption. However, due to the uncertain trend of PP market, most businesses hold a wait-and-see attitude, and the purchasing enthusiasm is general.

III. future forecast

PP analysts of business club think: in the middle of October, domestic PP prices are generally weak and volatile. Due to the domestic restriction policy, upstream propylene supply is abundant, the price is weak, and the support for PP cost end is limited. PP futures fell negative spot market, petrochemical factory inventory pressure. And the downstream wait-and-see mentality is more serious, many factors lead to the recent PP spot market shocks weak. It is suggested to pay attention to the supply and demand of PP in the near future.