On June 25, the fluorite commodity index was 107.89, unchanged from yesterday, down 15.37% from the peak of 127.49 points in the cycle (2019-01-03), and up 119.24% from the low of 49.21 points on December 18, 2016. (Note: Period refers to 2011-09-01 to date)

According to statistics, the domestic fluorite price trend maintained a high level, the average domestic fluorite price was 3075 yuan/ton on the 25th day. Recently, the domestic fluorite plant started normally, the mine and flotation plant started normally, the supply of fluorite in the field was slightly tight, the price of hydrofluoric acid in the downstream was rising recently. For the fluorite market, the price of fluorite market rose on demand. Recent downstream installation start-up situation is general, fluorite spot supply is normal, terminal downstream pick-up situation improved, resulting in rising market price trend. As of the 25th, the price of 97 fluorite wet powder in Inner Mongolia was 2900-3100 yuan/ton, the mainstream of 97 fluorite wet powder negotiations in Fujian was 3000-3300 yuan/ton, the price of 97 fluorite wet powder in Henan was 2900-3200 yuan/ton, and the price of 97 fluorite wet powder in Jiangxi was 3000-3300 yuan/ton. The price trend of fluorite remained high.

The price trend of hydrofluoric acid Market in downstream fluorite is rising. As of 25 days, the domestic market price of hydrofluoric acid is 12040 yuan/ton. The price fluctuation of hydrofluoric acid market has a certain positive impact on the upstream fluorite market. However, the recent start-up of hydrofluoric acid plant is general, the demand for fluorite is weakening and the price fluctuation of fluorite is running. Recent downstream refrigerant product installations started at a low level, the upstream fluorite and hydrofluoric acid demand is general, the recent downstream refrigerant trading market is general, hydrofluoric acid product price trend is stable. Recent downstream refrigerant market transactions are cool, R22 refrigerant facility starts at 60%, R22 market facility start-up rate is temporarily stable, the main manufacturer of bulk water out of the factory offer price is between 18,000-19,000 yuan/ton, but the manufacturer does not have bulk water spot, mainly a small number of cylinders shipped. In addition, the actual demand side of the market has not changed much, and the delivery quotation is general. Domestic market price trend of R134a shocks, production enterprises equipment start-up rate remains low, refrigerant market demand is general, manufacturers mainly export. But the price of on-site transactions does not change much. Businessmen buy on demand. Generally speaking, the downstream industry is in a general market. In addition, the fluorite market supply is normal and the price of fluorite is rising. Chen Ling, an analyst of business associations, believes that the price of fluorite market may rise slightly.

Price trends:

The price of acetic anhydride has surged this week, according to data from business associations. As of June 21, the average price quoted by acetic anhydride enterprises was 4950.00 yuan/ton, which was 1.71% higher than the price quoted by acetic anhydride at the beginning of the week at 4866.67 yuan/ton, and 40.00% lower than the price of acetic anhydride in the same period last year.

II. Market analysis:

Product analysis:

This week, domestic acetic anhydride factory quotations rose, market prices rose. As of June 21, most of the region’s ex-factory quotations were between 4750 and 4900 yuan/ton. The actual transaction price rose. The actual transaction price in Shandong was about 4800 yuan/ton. The price rose. The market quotation was the reference price. The actual transaction price was based on actual negotiation. Acetic anhydride manufacturers have higher equipment start-up rate, limited inventory, downstream customers are cautious in picking up goods, general sales of acetic anhydride downstream, and general momentum of acetic anhydride rise in the future.

Acetic anhydride raw material acetic acid price shocks fell this week, methanol price shocks rose. As of June 21, acetic acid quoted 2733.33 yuan/ton, down 83.34 yuan/ton, or 2.96 percent, compared with the price of acetic acid at the beginning of the week. This week, the price of methanol surged. As of June 21, the price of methanol was 2190.00 yuan/ton. This week, the price of methanol rose by 0.18%. The overall cost of acetic anhydride fell, which had a negative impact on the market of acetic anhydride. The momentum of acetic anhydride in the future was limited.

3. Future market forecast:

Bai Jiaxin, a data analyst for acetic anhydride in business associations, believes that this week acetic anhydride raw material acetic acid prices fell, methanol prices shocked up, acetic anhydride costs fell, acetic anhydride prices had limited momentum to rise, and pressure to fall was greater. But in recent years, acetic anhydride manufacturers have a high start-up rate, limited inventory, demand, recent downstream procurement on demand, procurement enthusiasm is general, acetic anhydride sales pressure is large, which has a great impact on the market of acetic anhydride. Generally speaking, acetic anhydride market is more bearish than bullish, acetic anhydride drop pressure is larger, but due to limited inventory, tight supply, acetic anhydride drop space is limited, it is expected that the future market of acetic anhydride weak shocks maintain stability.

Commodity Index: On June 21, the polyacrylamide commodity index was 101.63, unchanged from yesterday, down 5.13% from 107.13 points in the cycle (2019-05-08) and up 6.17% from 95.72 points on April 10, 2019. (Note: Period refers to 2019-04-01 to date)

Price quotation: On June 1st, the mainstream quotation of polyacrylamide (cationic) market was about 16900 yuan/ton, and on the 21st, 16633.33 yuan/ton. This month’s quotation showed a slight downward trend, but this week’s overall market was stable.

Main points of analysis: According to the monitoring data of the commercial association (100ppi.com), the current mainstream quotation in the domestic market of polyacrylamide is about 16500-18000 yuan/ton for cations (PAM, molecular weight 12 million), and about 100-12000 yuan/ton for anions (PAM, molecular weight 12 million).

Industry chain: Recently, some traders said that due to environmental protection start-up factors, the amount of upstream products of polyacrylamide increased, resulting in a certain increase in the price of polyacrylamide, and other traders said that its supply is no problem, the price has not changed. Overall, this week’s small change in the market of polyacrylamide is a small adjustment in the distribution price.

Future market forecast: Focus on the start-up of future manufacturers, there is no big change in downstream demand. According to the current overall market supply, domestic polyacrylamide market prices will not change very much.

On June 20, the phthalic anhydride commodity index was 54.01, down 0.26 points from yesterday, down 55.04% from the cyclical peak of 120.13 points (2012-02-28), and up 11.54% from the lowest point of 48.42 on January 21, 2016. (Note: Period refers to 2011-09-01 to date).

Recently, the domestic market price of phthalic anhydride has slightly declined, the market of phthalic anhydride and phthalic anhydride in eastern China has maintained a weak position, downstream factories have just needed to purchase, factory inventory pressure has continued, high-end transactions have been hindered, the mainstream of on-site neighbourhood source negotiation is 5500-5600 yuan/ton, and the mainstream of naphthalene source negotiation is 5200-5300 yuan/ton. Mainstream quotation ranges from 5500 to 5600 yuan/ton, the market is weak and shocks are dominant. The quotation trend of enterprises is slightly declining, downstream construction is not high, purchasing on demand is dominant, wait-and-see mentality is strong, domestic phthalic anhydride plant is stable, phthalic anhydride spot supply is normal, the market is not good, and the price trend of phthalic anhydride is gloomy.

Recently, the execution price of the upstream product of phthalic anhydride, Sinopec o-phthalic anhydride, is 5900 yuan/ton. The actual transaction price in the market is 5900 yuan/ton. The quotation is declining, and the port’s market is general. The price of raw materials mixed xylene in upstream is lower, the turnover of phthalic anhydride is general, the stock of phthalic anhydride in port is low, the quotation of phthalic outer plate is lower, the cost of imported phthalic anhydride is oscillating, the actual transaction price is detailed, the price trend in upstream is declining, and the market price of phthalic anhydride is declining. DOP downstream price is lower, DOP downstream demand is general, customer procurement enthusiasm is not good, DOP market mainstream transaction price is about 7000 yuan/ton, DOP downstream price is still under pressure, downstream price is slightly lower, demand for upstream phthalic anhydride is limited, phthalic anhydride market price is slightly lower, it is expected that the later market price of phthalic anhydride will be 5500 yuan/ton approx.

1. Melamine price trend:

According to the price monitoring of business associations: as of June 19, the market price trend of melamine was temporarily stable. At present, the mainstream domestic price of melamine is 5300-7200 yuan/ton, which is stable compared with last three-phase.

II. Market analysis:

Products: Melamine market price trend is temporarily stable. At present, the manufacturers are offering good prices, but the overall performance is general, the downstream demand is light, and the market lacks strong favorable factors to support.

Industry chain: Upstream urea market is stable and slightly loosened, while Shandong market is slightly downgraded.

3. Future market forecast:

According to the business association forecast: the short-term domestic melamine market will be mainly stable.