At the end of the month, the price of liquid ammonia rebounded after falling. At the end of the month, the domestic liquid ammonia market remained stable in most regions, and prices in some regions rebounded. The prices in Shandong, the main production area, went up sharply. Hebei also followed the Shandong market to rise. According to the monitoring of the business agency, in Shandong area, the rising range of liquid ammonia in the week at the end of the month is about 300 yuan / ton, and the mainstream market quotation is 2700-2800 yuan / ton.

Liquid ammonia in Shandong Province fell sharply last week, mainly due to the temporary overhaul of 800000 tons of urea plant in large factories, resulting in large quantities of liquid ammonia shipped. Affected by the rising inventory pressure, liquid ammonia gradually accumulated in Shandong region, and enterprises passively reduced the price of shipment. However, at present, the unit has returned to normal at the beginning of this week, and the liquid ammonia shipment has greatly eased. The enterprise quotation has also continued to rise, with an increase of more than 300 yuan / ton The amount of liquid ammonia in this area has returned to normal level. In the two days near the weekend, most enterprises have quoted prices to stabilize, mainly to stop rising and stabilize.

Other regions, big steady small movement, Hebei region is closely following the price trend of Shandong region, last week the price of Shandong area went down and closed down, and Hebei market also followed the downward trend. The range is about 200 yuan / ton. The volume of liquid ammonia sold to Hebei decreased this week, so the price of liquid ammonia in Hebei also rebounded, with the range of 200 yuan / ton. At present, the price has returned to the level at the beginning of last week. At present, the price of liquid ammonia in Cangzhou is not large, so the output of liquid ammonia plant in Hebei Province is still in a low level.

In the future, the business agency believes that the price of liquid ammonia has returned to stability at the end of the month. It is expected that the domestic liquid ammonia market will not change much in the near future, and the trend of various regions will be differentiated to some extent. It may lead to partial imbalance of supply due to the maintenance of some units in the short term. It is said that the large factory in Shandong may have equipment maintenance in August, which may have a great impact on the prices of Shandong and Hebei markets 。 On the demand side, the downstream procurement may slow down in the later stage, resulting in a certain pressure in the later stage of liquid ammonia supply. In addition, the export of phosphate fertilizer is affected more obviously, mainly by the overseas epidemic situation, and it is unlikely to recover in the short term. Therefore, affected by the two factors of supply and demand, the price of liquid ammonia is expected to be stable in the near future.

According to the statistics of the business agency, as of July 30, the price of nylon filament DTY in Jiangsu was 15366 yuan / ton, down 734 yuan / ton, 4.55%, 15.72% year-on-year; the price of nylon POY was 13080 yuan / ton, 580 yuan / ton, 4.25%, 17.22% year-on-year; the price of nylon FDY was 16150 yuan / ton, 600 yuan / ton, 3.58% and 19.05%, respectively.

Although the support of pure benzene is strong, the output and inventory of chemical fiber have decreased, and the downstream procurement has slowed down. The market is short-term bearish, generally let the profit to inventory. The supply of cyclohexanone is abundant, polymerization and filament enter the weak period of market, some factories reduce the negative slightly, and the overall supply is surplus. In July, the price of cyclohexanone fell by 592 yuan / ton, by 9.66%, by 834 yuan / ton, by 8.01%, and by 1234 yuan / ton, by 10.11%.

 
In July, the textile market was in the traditional off-season, and under the influence of this year’s epidemic situation, the chemical fiber export had a significant decline. From January to may 2020, China’s chemical fiber output will be 22.94 million tons, a year-on-year decrease of 3.16%. From January to may, China’s chemical fiber export was 1.6661 million tons, a year-on-year decrease of 16.90%, and the export value was 2.67 billion US dollars, a year-on-year decrease of 28.08%. In July, the ex factory quotation of nylon manufacturers fell again, and the supply of raw materials was sufficient. The enterprises purchased cautiously and on bargain. In the face of weak orders, low price stimulation was the main factor, and preferential policies were auxiliary for shipment. Raw materials and orders support is not strong, nylon filament fell to comply with the market.

Business agency analysts believe that in the past few months, chemical fiber market production and export data, domestic and foreign sales have varying degrees of decline. The nylon industry is under pressure recently, and the order improvement in August may be limited, and the price of nylon filament is expected to continue to fall.

1、 Price trend

According to the business club’s big list data, the domestic toluene market fell slightly in the first half of the week, and began to stabilize in the second half week. As of Friday, the domestic average price was about 3340 yuan / ton, down 2.05% month on month.

2、 Analysis and comment

This week, the price of toluene fell slightly, affected by the lower demand for blended oil and solvent in the downstream, the demand for toluene declined, and the superimposed flood led to poor logistics, inactive market transactions and weak prices. At present, the mainstream price in East China is about 3350 yuan / ton. Due to the demand doubts brought about by the increase of new crown cases and the deepening of international relations confrontation, the market continues to pay attention to the impact of the continued spread of overseas epidemic situation on the demand for crude oil caused by the economic restart, and the possible economic recovery rescue plan launched by Europe and the United States.

Upstream, crude oil, this week’s international oil prices fluctuated higher from Monday to Thursday, fell back on Friday to adjust. At present, the crude oil price is generally in the oscillation range. As of Friday, spot Brent fell $0.815/barrel, or 1.86%, to close at $42.895. The longer the oscillation lasts, the greater the possibility of large fluctuations in the future. Therefore, we must not be paralyzed by the boring market. The future market closely watched the fluctuation and breakthrough of Brent crude oil in the range of 40-44 USD / barrel.

In terms of TDI downstream, the market rebounded slightly. For domestic goods with bills of lading, the reference for outbound offer of domestic goods is 10100-10300 yuan / ton, and that of Shanghai goods with bills is 10400-10500 yuan / ton. It is expected that the short-term TDI market will be stable. In terms of PX market, the listed price of domestic Sinopec’s enterprises is about 4800 yuan / ton this week, and the latest external price is about 534 US dollars / ton FOB Korea and 552 US dollars / ton CFR China. It is expected that the PX market will maintain a stable trend in the short term.

3、 Future forecast

According to toluene analyst of chemical branch of business society: in the short term, OPEC + production reduction, total number of American oil wells and EIA, API inventory data. In the medium term, on the demand side, the economic and trade situation in Europe and the United States, the geographical situation between China and the United States, and the continuous deterioration of the global second epidemic situation have an impact on the demand for crude oil for economic restart, the progress of industrial chain recovery, and the impact of poor logistics caused by the flood situation. Next week, we will focus on the impact of the continued spread of the overseas epidemic on the demand for crude oil, and the possible economic recovery rescue plan launched by Europe and the United States. On the whole, it is expected that toluene prices in the domestic market will continue to fluctuate slightly next week.

According to the data monitored by the business agency, as of July 27, the average price quoted by domestic premium DMF enterprises was 5266.67 yuan / ton. The market price of DMF was stable, the price continued to rise, and the focus of negotiation shifted upward. Compared with the same period last month, the price of DMF increased by 10.10%, 5.33% compared with the same period last week, and the increase was about 100 yuan / ton.

As of July 27, Luxi Chemical Industry quoted 5100 yuan / ton, Zhangqiu Riyue 5200 yuan / ton, Hualu Hengsheng 5400 yuan / ton, Anyang Jiutian 5200 yuan / ton, Shaanxi Xinghua 5250 yuan / ton, Guangdong 5650 yuan / ton, Jiangsu 5400 yuan / ton/ It is 5500 yuan / ton in Zhejiang Province, 5350-5500 yuan / ton in East China market and 5500-5700 yuan / ton in South China market.

The upstream methanol was in a weak position in Guangdong last week, and the spot negotiation in the mainstream reservoir area dropped by 20 yuan / ton to 1630-1670 yuan / ton, and the nearby tanks were exported with tax included. This week, the negotiation focus of East China and South China markets was stable, and the procurement of just needed goods was mainly focused, and the operating rate decreased.

On July 26, the chemical index was 660 points, unchanged with yesterday, 35.04% lower than 1016 points (2012-03-13), and 10.37% higher than 598 points, the lowest point on April 8, 2020. (Note: period refers to 2011-12-01 to now).

DMF analysts believe: in the short term, there is still room for growth in the DMF market, and the rise may continue. (the above prices are provided by major DMF manufacturers all over the country and analyzed by business DMF analysts for reference only. Please contact relevant manufacturers for more price details.)

1、 Price trend

According to the price monitoring of the business agency, on July 24, the average ex factory quotation price of mainstream manufacturers was 17266.67 yuan / ton, which was flat compared with the beginning of the week, decreased by 2.26% compared with the beginning of the month, 2.26% month on month, and 39.06% compared with the same period last year

2、 Market analysis

This week, R134a market in the refrigerant market was weak and stable, with little change. The raw material hydrofluoric acid rose slightly, but the support was limited, the terminal demand was weak, the car market demand was poor, the enterprise’s inventory was high, the shipment was under pressure, the market was not good, and the attitude of the industry was negative. However, the price of R134a was at a low level, and the enterprises had the willingness to support the price for cost reasons, so the price was weak and stable, and the decline was postponed. According to the price monitoring of the business agency, as of July 24, the average price of refrigerant R134a was around 17000 yuan / ton, and the ex factory price of mainstream manufacturers was 15300-17000 yuan / ton, which was stable.

The upstream domestic hydrofluoric acid market price rose slightly. On July 24, the mainstream price of domestic anhydrous hydrofluoric acid manufacturers was 8500-9000 yuan / ton, and the ex factory price of domestic manufacturers was temporarily stable. The operating rate of domestic hydrofluoric acid manufacturers was general, and the supply of goods in the field was normal. Driven by the rising price of fluorite, it became a good support for the hydrofluoric acid market. However, the manufacturers reported that the recent delivery situation was poor, and the hydrofluoric acid was in the business community Acid analysts believe that the market price of hydrofluoric acid may remain volatile.

3、 Future forecast

According to the refrigerant analysts of the business agency, the demand for refrigerant R134a is weak, and the company’s goods are not good. It is expected that the refrigerant R134a will operate weakly and stably in the short term with little fluctuation.

1、 Market price trend chart of paraformaldehyde

Polyoxymethylene price curve

According to the monitoring of business agency, the average quotation of Polyoxymethylene (96) in Shandong Province this weekend was 4433 yuan / ton, and 4400 yuan / ton at the beginning of the week, up 0.76%.

2、 Market analysis

Shandong aldehyde Chemical Industry Co., Ltd., with an annual output of 30000 tons of paraformaldehyde, Polyoxymethylene (96) ex factory, including tax, quoted 4600 yuan / ton, which was the same as last week. Linyi Shengyang Chemical Co., Ltd., with an annual output of 9000 tons of paraformaldehyde, Polyoxymethylene (96) ex factory, including tax, quoted 4100 yuan / ton, which was 100 yuan / ton higher than last week. Zibo Qixing Chemical Technology Co., Ltd., with an annual output of 10000 tons of paraformaldehyde, Polyoxymethylene (96) ex factory, including tax, quoted 4600 yuan / ton, which was the same as last week. Paraformaldehyde is still in general.

Upstream methanol situation, domestic methanol market volatility narrow. According to the price monitoring of the business agency, the domestic methanol market price was 1657 yuan / ton at the beginning of the week and 1652 yuan / ton at the weekend, with a decrease of 0.30% during the week and a rise of 2.64% month on month compared with the same period of last month. The downstream demand of paraformaldehyde is the traditional off-season in summer, and the demand for paraformaldehyde is limited.

3、 Future forecast

Upstream methanol market support is limited, paraformaldehyde market demand is weak and stable, business community paraformaldehyde analysts believe: upward space is blocked.

1、 Price trend

According to the price monitoring of the business agency, the average price of refrigerant R22 on July 17 was 16166.67 yuan / ton, which was flat compared with the beginning of the week, increased by 3.63% month on month and decreased by 10.19% compared with the same period last year.

2、 Market analysis

R22 was stable this week. The market of hydrofluoric acid and chloroform at the raw material end is stable, the support is still in place, and the terminal demand has not been improved. Although the weather is gradually hot, there are more rainfall in the south, the flood control effect has not subsided, the after-sales market demand is weak, R22 manufacturers are under pressure to ship, and the start-up is not high, but the confidence in price support remains. According to the price monitoring of the business agency, as of July 17, the average price of refrigerant R22 was around 16000 yuan / ton, and the ex factory price of mainstream manufacturers was 15500-16000 yuan / ton, and the price remained stable.

As a whole, the upstream trichloromethane enterprises have completed smoothly, the market operating rate is not high, some enterprises are still mainly for their own use, and the downstream market demand is still insufficient. Due to the cost pressure, there is not much room for enterprises to reduce their prices. The market is in a dilemma between supply and demand. At present, the quotation of Shandong Province is about 2000 yuan / ton, that of Jiangxi Liwen is about 2300 yuan / ton, and that of Jiangsu Province is about 2650 yuan / ton. It is expected to be dominated by horizontal consolidation in the short term.

The price trend of domestic hydrofluoric acid market is temporarily stable, the operation of on-site devices is stable, the supply of goods is normal, the price trend of anhydrous hydrofluoric acid market is stable, and the recent high price fluctuation of fluorite may bring certain cost support to the hydrofluoric acid market. It is expected that the hydrofluoric acid market will mainly shake up.

3、 Future forecast

According to the refrigerant analysts of the business agency, the current R22 market is stable, the terminal demand performance is not good, and the merchants and sub loading plants are cautious in taking goods, and it is expected that the trend of refrigerant R22 will be stable in the short term.

1、 Price trend

This week, the selling price of sulfuric acid in Shandong Province rose slightly, with the quotation rising from 412.50 yuan / ton at the beginning of the week to 427.50 yuan / ton at the end of the week, with an increase of 3.64%, 90% compared with the same period last year. Overall, the sulfuric acid market rose slightly this week, and the sulfuric acid commodity index on July 10 was 66.54.

2、 Market analysis

From the manufacturer’s quotation, the price of mainstream sulfuric acid manufacturers in Shandong Province rose slightly this week, with less inventory and stronger downstream demand. Heze Jiangyuan quoted 350 yuan / ton at the weekend, which was 50 yuan / ton higher than that at the beginning of the week; Zouping Tianlu offered 240 yuan / ton at the weekend, 10 yuan / ton higher than that at the beginning of the week; Jinan Yuanfei quoted 550 yuan / T, which was temporarily stable compared with the beginning of the week; kunshengda of Taiyuan City quoted 570 yuan / T at the weekend, which was temporarily stable compared with the beginning of the week.

From the perspective of the upstream and downstream industrial chain, the upstream sulfur market has been consolidation at a high level recently, with strong cost support. However, the market of monoammonium phosphate and diammonium phosphate in the lower reaches has a positive impact on sulfuric acid, while the low price consolidation of bromine has a negative impact on sulfuric acid. At the same time, some sulfuric acid factories are short of operation recently, the load is reduced, and the supply of sulfuric acid is in short supply.

3、 Future forecast

In the middle of July, the market of sulfuric acid in Shandong Province fluctuated slightly. The price of sulfur in the upstream was high, and the market in the downstream also rebounded. The demand for sulfuric acid in the downstream was up and down. Under the contradiction between supply and demand, the trend of products went up. The sulfuric acid analysts of the business agency believe that the short-term Shandong market in the supply and demand and raw materials and other aspects of the impact of sulfuric acid market or a small rise.

According to the monitoring of business agency, the price of activated carbon was 11000 yuan / ton at the beginning of this week, and 11033 yuan / ton at the end of this week, with the price falling by 0.30%.

At present, the domestic price of activated carbon rises slightly. At present, the ex factory price of activated carbon for coconut shell water purification in East China is about 7000-12000 yuan / T; the domestic market atmosphere of activated carbon is slightly improved, the mainstream quotation tends to be stable, some small rises, the market shipment situation has improved, and traders have a strong upward sentiment, but the downstream product enterprises start low and continue to purchase on demand.

The cost pressure of coconut shell, fruit shell, charcoal and other main raw materials in the upstream of activated carbon is supported, and the demand is fair; the cost support of coal based carbon raw material is weak. The downstream power, medicine and other demand industries collect goods according to the order. The purchase market of activated carbon for air purification and water purification is favorable. The environmental protection policy has boosted the activated carbon market, and the activated carbon market has improved.

Forecast: the downstream factories of activated carbon take goods on demand and purchase basic small orders. The bullish atmosphere in the market is strong, and the market center of gravity is moving upward.

1、 Price trend

According to the monitoring of the bulk data of the business agency, at present, the market of chloroform in Shandong has been operating steadily. As of June 29, the average price of chloroform in Shandong was about 2000 yuan / ton, a sharp drop of 300 yuan / ton compared with 2300 yuan / ton at the beginning of the month, with an overall decrease of 13.04%.

Production capacity and operation of the enterprise

Shandong Jinling: 440000 tons / year: 70-80%

Dongying Jinmao 120000 tons / year parking

Luxi Chemical Industry: 400000 tons / year: 90%

Jiangsu Liwen 160000 tons / year normal

Jiangxi Liwen: 120000 tons / year: 70-80%

After the Dragon Boat Festival holiday, the demand of downstream market and traders is limited, the trading atmosphere in the industry is declining, the inventory of chloroform production enterprises is accumulated, and the bidding sales behavior is obvious. However, due to the high production cost, there is limited space for enterprises to reduce the quotation. At present, the quotation of Shandong Province is about 2000 yuan / ton, that of Jiangxi Liwen is about 2300 yuan / ton, and that of Jiangsu Province is about 2600 yuan / ton.

In terms of upstream market, methanol market tends to be stable after a small rise, with light transactions in the industry, and the market is in a wait-and-see situation after the festival, at present, about 1645 yuan / ton; the liquid chlorine market is high and firm, and the maintenance of some enterprises in Shandong leads to a small rise in the price in the region. With the increase of downstream demand, the market will continue to maintain a strong trend, and the current average price is about 700-1000 yuan / ton.

On the other hand, the downstream market demand for dichloromethane is poor. After a short period of stock preparation before the Dragon Boat Festival, the market trading atmosphere is light and the demand for terminal purchase is insufficient, which can not provide good support for dichloromethane price.

According to the methane chloride data of the business society, the contradiction between supply and demand in the dichloromethane market is becoming more and more obvious. The poor downstream demand leads to the accumulation of enterprise inventory. The competitive sales in the industry are obvious. Affected by the favorable support of raw materials, it is expected that the dichloromethane market will run in a weak position in a short period of time, with limited space for downward adjustment.