According to the monitoring of the business community, the price of activated carbon was 10866 yuan/ton at the beginning of this month, and 10666 yuan/ton at the end of this month, down 1.84%.

At present, the price of domestic activated carbon fell in October. At present, the factory price of activated carbon for coconut shell water purification in East China is between 9500-12500 yuan/ton; The activated carbon market is dominated by rigid demand, and the downstream demand performance is poor. There is a lack of cooperation in buying, business confidence is insufficient, and the market shipment rhythm is slow. Focus on the market transaction.

Activated carbon raw materials are rich in sources, including coal, wood chips, fruit shells, straw, etc. Activated carbon suitable for water treatment has been prepared through a series of processes. At the same time, activated carbon manufacturers are constantly improving the performance of activated carbon, increasing its working capacity, and can effectively adsorb and purify wastewater.

Forecast: The trading volume in the activated carbon market is light, and the merchants may yield profits for shipment. It is expected that in the short term, the price of activated carbon will be mainly volatile and weak, and the specific price will be mainly negotiated.

1、 Price trend of tetrahydrofuran

(Figure: P value curve of tetrahydrofuran product)

2、 Market analysis

According to the data from the bulk list of business cooperatives, the price of tetrahydrofuran in this month rose first and then fell. The overall price of tetrahydrofuran was slightly reduced. At the beginning of the month, the average price of tetrahydrofuran was 17800.00 yuan/ton. In the middle and late of the month, it rose to 18675.00 yuan/ton, and then fell to 17725.00 yuan/ton at the end of the month, down 0.42% from the beginning of the month. The BDO on the raw material side was shocked and declined, the support on the cost side was weakened, the supplier’s attitude of keeping prices was dominant, the downstream maintained the follow-up of just needed orders, the overall inventory in the market was high, and the manufacturers of the goods gave way to profits for discussion, so the focus of delivery and investment did not fluctuate much.

The tetrahydrofuran analysts of the business community believed that the domestic tetrahydrofuran cost support was weakened. Although the downstream market of PTEMG spandex was strong, the downstream maintained the demand for orders to follow up, and the manufacturer’s quotation followed the market. In the short term, the overall market still has room for decline.

1、 Price trend

According to the monitoring data of the business community, as of October 31, the average price of refrigerant R22 was 18666.67 yuan/ton, unchanged from the beginning of the month and 29.11% lower than the same period last year

According to the monitoring data of the business community, as of October 31, the average price of refrigerant R134a was 25833.33 yuan/ton, 0.64% lower than the price of 26000.00 yuan/ton at the beginning of the month, and 49.01% lower than the same period last year.

2、 Market analysis

The refrigerant R22 fundamentals did not fluctuate much in October, and the enterprise’s offer was stable as a whole. The price of raw material trichloromethane fell by 7.36% in the month, and the price of hydrofluoric acid rebounded by 4.72% in the month. The overall cost of raw materials fluctuated slightly. In addition, the demand for refrigerant in the fourth quarter decreased year on year. The small rise in the price of hydrofluoric acid played a limited role in supporting the domestic R22 price. In October, the domestic R22 market price kept stable as a whole.

In October, the price of trichloroethylene was weak as a whole and stabilized, falling by about 5% in the month. In October, the domestic hydrofluoric acid price rebounded slightly, rising by 4.72% in the month. In general, the upstream raw material cost is still at the bottom of the market, which fluctuates slightly. In addition, the overall demand for refrigerant turns weak in winter, and the downstream has a strong wait-and-see attitude. The R134a price is in a dilemma, and the R134a price is stable and weak in Ouyue.

3、 Future market forecast

Refrigerant analysts from the business community believe that the overall position of the cost of domestic upstream refrigerant raw materials in October moved forward slightly, and the prices of some raw materials fell slightly. Affected by the weakening of refrigerant demand in the fourth quarter, it is expected that the overall prices of domestic R22 and R134A will fall to varying degrees in November.

1、 Price trend

According to the monitoring of the data of the large list of business cooperatives, the price of bromine rose in October. The average market price at the beginning of the month was 42600 yuan/ton, and the average market price at the end of the month was 49800 yuan/ton. The price rose 16.9%, down 28.47% year on year. On October 27, the bromine commodity index was 174.74, unchanged from yesterday, down 28.73% from the highest point 245.18 (2021-10-27) in the cycle, and up 196.57% from the lowest point 58.92 on October 29, 2014. (Note: Period refers to 2011-09-01 to now)

2、 Market analysis

Bromine price rose this month, and now the mainstream bromine price in Shandong is about 48000-53000 yuan/ton. Now the bromine manufacturers are approaching the off-season of production. The manufacturers have no inventory, so the inventory pressure is low. The main manufacturers’ offer is rising. However, there is resistance in the downstream, and the supply and demand game, the price of sporadic transactions. The purchasing enthusiasm of bromine downstream flame retardants and intermediates industry is relatively general in the near future.

In terms of raw materials, the price of sulfur rose first and then fell in October. At the beginning of the month, the average market price was about 1486.67 yuan/ton, and at the end of the month, the average market price was 1350 yuan/ton. The price fell 9.19%, 36.42% lower than the same period last year. At present, the domestic sulfur market is waiting for consolidation and operation. Although the port market is strong, and the attitude of the shippers to support the market is obvious, the refinery shipments are poor, and the market demand is limited. Later, the winter storage market opens, and the sulfur demand may increase. It is expected that the short-term sulfur market will consolidate and operate, with specific attention paid to the downstream follow-up.

Analysts from the business community believe that the bromine price has risen recently, and bromine enterprises intend to increase it, but the enthusiasm of bromine downstream flame retardants and intermediates industry is not very good in the near future. The supply and demand of both parties play a game, and the downstream is under pressure. It is comprehensively expected that the short-term bromine price will run better, depending on the demand of the downstream market.

According to the monitoring data of the business community, the hydrogen peroxide market declined in October. At the beginning of this month, the average price of hydrogen peroxide in the market was 920 yuan/ton. On October 27, the average price of hydrogen peroxide in the market was 863 yuan/ton, down 6.16%.

The terminal demand was flat. The hydrogen peroxide market declined in October

During the National Day holiday, hydrogen peroxide terminal printing, paper industry and other manufacturers stopped for maintenance, terminal demand turned weak, manufacturers were not confident in pricing, and they lowered the factory price one after another. The hydrogen peroxide market fell, with the mainstream quotation dropping to 890 yuan/ton, a drop of more than 2%.

After the festival, the demand for hydrogen peroxide in terminal printing, paper industry and other industries decreased, and the hydrogen peroxide market continued to weaken. There is a big difference in the domestic market in major production areas. The hydrogen peroxide market in Shandong is weak, and the mainstream quotation drops to 600 yuan/ton; The market of hydrogen peroxide in Anhui Province is relatively stable, lasting 1100 yuan/ton. The domestic hydrogen peroxide market continues to be weak, led by bad news.

At the end of the month, the market of hydrogen peroxide continued to decline. The mainstream quotation of hydrogen peroxide in Shandong Province fell to 640 yuan/ton, while the mainstream quotation in Anhui Province remained at 1100 yuan/ton. The terminal demand has not yet recovered, and hydrogen peroxide continues to be weak.

Li Bing, an hydrogen peroxide analyst from the business agency, believes that since November, some hydrogen peroxide manufacturers have restarted their devices, increasing market supply, and the future market will still weaken.

Overview of ethylene glycol price trend

According to the data of the business society, on October 26, the average price of oil to ethylene glycol P value was 4133.33 yuan/ton, down 0.60% from Friday and 35.16% year on year.

Glycol Fundamentals Overview

Supply side: the supply starts to increase. With the restart of early maintenance devices, the domestic ethylene glycol supply has increased.

Demand side: On October 25, the operating rate of polyester was 82.37%, a small increase compared with the previous month. The production and sales of polyester filament were 49.6% (- 0.5%).

According to the inventory data, the ethylene glycol inventory at the main port of East China on October 24 was 811000 tons, 36100 tons more than that on October 20. From October 24 to October 30, the arrival volume of East China’s main port is expected to be 208000 tons.

Import and export data:

From January to September, the cumulative import volume of ethylene glycol was 5808300 tons, down 8.13% year on year; In September, the import volume of ethylene glycol was 618400 tons, up 3.38% month on month and 2.91% year on year, and the dependence on imports decreased slightly to 61%.

From January to September, the cumulative export volume of ethylene glycol was 33500 tons, a year-on-year decrease of 71.49%; Among them, the export volume of ethylene glycol in September was 1300t, down 69.62% month on month and up 50.78% year on year.

Future market forecast

In the short term, there is a strong expectation of weak supply and demand. Under the expectation of new capacity, the pressure on the supply side is significantly increased. In terms of demand, the main downstream polyester products in the traditional peak season of Jinjiuyinshi are flat, and the future market is expected to be dominated by weak consolidation. The expected price fluctuation range is 3800-4150 yuan/ton. In the future, we will wait and see the maintenance continuity of Coal Chemical and the follow-up of terminal orders.

Chart of nitric acid market price trend

According to the monitoring of the business community, the average price of nitric acid was 2366 yuan/ton on October 24, and 2333 yuan/ton on October 17, up 1.43%.

During 10.17-10.24, the upstream liquid ammonia decreased by 1.82%. The downstream aniline rose 0.89%, TDI fell 1.23%, potassium nitrate fell 1.56%, and the price of ammonium nitrate was stable. The support for the cost of liquid ammonia is weak, and the rise and fall of downstream products are different. The nitric acid analysts of the business community predict that the price of nitric acid is weak and stable.

Market analysis this week

According to the data monitoring of the business community, as of the 21st, the average price in the domestic market was 25133.33 yuan/ton. This week, the domestic magnesium metal market showed a trend of first restraining and then rising. The first half of the week was affected by weak demand, with a decline of 100-300 yuan/ton; The price rose strongly in the late week, boosted by the news that the production of charcoal was greatly reduced.

Raw materials

Influenced by the news of “Fugu Orchid Carbon Furnace Transformation Plan” on the afternoon of the 19th, the production equipment required by environmental protection will be shut down on the 25th of this month, and nearly half of the capacity will be removed. The magnesium price is up as a whole, with an increase of 500-600 yuan/ton. The market quotation is relatively chaotic, but the news has not been confirmed, and the impact on the subsequent magnesium ingot production is unknown.

The average market price of ferrosilicon in Ningxia is 8071 yuan/ton. With the high raw material price and transportation cost, the price of ferrosilicon remains relatively high, while the coal market remains high due to the active supply and demand

Downstream

From the perspective of supply and demand, the prices of magnesium powder and magnesium alloy in the downstream have first decreased and then increased along with that of magnesium ingots. The overall demand has not changed much, the market transaction is relatively cold, and the enterprise production starts have not changed much.

Future market forecast

In general, the raw material silicon coal has provided some support for the magnesium market, but the overall weak demand still restricts the driving force of the magnesium price rise. Under the fermentation of the news of Orchid Charcoal, the short-term magnesium price mostly maintains a firm operation, but we still need to pay attention to the sustainability of the Orchid Charcoal rectification on the magnesium price recovery.

Overview of ethylene glycol price trend

According to the data of the business community, on October 21, the average price of oil to ethylene glycol P value was 4158.33 yuan/ton, down 2.35% from Friday and 41.29% year on year.

Glycol Weekly Fundamentals Overview

Supply side: the supply volume increases within a week. From the perspective of production data, the total domestic ethylene glycol production rose slightly this week, with a month on month increase of about 8000 tons and a weekly output of 262000 tons. The increase of output is mainly based on the increase of domestic ethylene glycol total capacity utilization ratio on a month on month basis. The capacity utilization ratio of integrated units is 64.16%, with a month on month increase of 2.04%; The capacity utilization rate of coal to ethylene glycol was 35.66%, up 0.95% month on month.

Demand side: the demand is relatively stable, moving down slightly. The utilization rate of polyester capacity is about 82%, and the output is close to 1.1 million tons, moving down slightly on a month on month basis.

From the inventory data, the inventory of the main port began to go out of stock slightly, and the current inventory is 847100 tons, down month on month.

Future market forecast

In the short term, there is a strong expectation of weak supply and demand. Under the expectation of new capacity, the pressure on the supply side is significantly increased. In terms of demand, the main downstream polyester products in the traditional peak season of Jinjiuyinshi are flat, and the future market is expected to be dominated by weak consolidation. The expected price fluctuation range is 3900-4150 yuan/ton. In the future, we will wait and see the maintenance continuity of Coal Chemical and the follow-up of terminal orders.

The market price of 1 # electrolytic manganese rose this week (October 8 to October 14). The spot market price in East China was 16700 yuan/ton last weekend and 17050 yuan/ton this weekend, up 2.1%.

The K-bar chart of commodity prices reflects the weekly or monthly price changes in the form of a bar chart based on the concept of price trend K-line. Investors can buy, sell and invest according to the changes in the K-bar chart. Red means rising; Green means: down; The height of the K column indicates the range of rise and fall. It can be seen from the weekly and monthly K column chart of electrolytic manganese above that since March 2022, the price of electrolytic manganese has continued to decline. After a slight rise in the end of August, the price has continued to stabilize temporarily, and since the end of September, the price has risen slightly. Manganese ore: Affected by logistics and downstream market, the demand for manganese ore dropped significantly this week, and the ore price eased slightly. Tianjin Port is obviously strict in the management of vehicles on the routes of Inner Mongolia, and the automobile transportation is generally increased by 10-20 yuan/ton. Semi carbonic acid in Tianjin Port is 35-35.5 yuan/ton, Australia is about 46.5 yuan/ton, and Gabon is about 40.5 yuan/ton. Australian mineral rights are gradually concentrated, prices remain firm, semi carbonic acid is under certain pressure, Gabon is the most willing to ship, and the overall market is weak, but the low sales situation has eased; At Qinzhou Port, the price of Australia is 46-47 yuan/ton, that of Gabon is 43-43.5 yuan/ton, and that of semi carbonic acid in South Africa is 36-36.5 yuan/ton. With the decline of silicomanganese market in southern ports, the willingness to make inquiries declines, but the port cargo rights are relatively concentrated, and there is a certain game in the price.

 This week, the price of domestic electrolytic manganese market continued the trend at the end of September and continued to rise slightly. At present, the mainstream price is around 15500-15800 yuan/ton. Enterprises have a strong price mentality, and it is difficult to find low-cost goods on the market. The overall market is bullish. In the near future, the situation of steel bidding in the steel plant is good. The quantity and price of steel bidding have rebounded to a certain extent compared with the previous period, and the market mentality has also been improved to a certain extent. It is expected that the future market price will still remain stable and strong, with a strong supply and demand game mentality.

In terms of manganese and silicon: domestic silicon and manganese fluctuated slightly, and the futures end showed a general performance. Influenced by black, except for Monday’s rise, other trading periods were in a weak downward pattern. According to the price monitoring of the business community, the market price of silicon and manganese in Ningxia (specification: FeMN68Si18) was about 7150-7250 yuan/ton on September 23, with the average market price of 7225 yuan/ton, up 0.36%.