Price trend

 

Sodium Molybdate

According to business agency data monitoring, plasticizer DOP prices rose this week. As of September 27, the DOP price was 7266.67 yuan / ton, which was slightly higher than that of last weekend (September 20) of 7250.00 yuan / ton, with an increase of 0.23%. DOP slowly recovered.

 

Upstream market of industrial chain

 
As can be seen from the phthalic anhydride trend chart, this week DOP raw material phthalic anhydride prices rose, phthalic anhydride market volatility rose, the overall phthalic anhydride market rose momentum.

 

As can be seen from the octanol price trend chart, the octanol market is temporarily stable this week, the DOP cost is temporarily stable, and the upward momentum of DOP is weakened, and the downward pressure is increasing.

 

Downstream market of industrial chain

 

As can be seen from the PVC price trend chart, the PVC price rose slightly this week, the PVC market picked up by 0.11%, the PVC market recovered, and the overall PVC market was stronger, which was good for the plasticizer DOP market.

 

Market review and future expectation

 

DOP data analyst Bai Jiaxin believes that this week DOP raw material methanol price temporarily stable, phthalic anhydride price shock rise, good for DOP market; downstream PVC market rose slightly, DOP demand slightly recovered, DOP rising momentum slowly strengthened, plasticizer Market temporarily stable. Overall, DOP raw material prices rose slightly, the downstream market remained stable, while the future DOP market was somewhat favorable, but the good was limited. It is expected that DOP market will be strong and stable in the future.

povidone Iodine

1、 Price trend

 

According to the big data list of business associations, the average price of domestic phosphoric acid on September 17 was 4816.67 yuan / ton, up 0.66% compared with the beginning of the week, 0.66% on a month on month basis, 9.35% lower than the beginning of the year, and 10.19% lower than the same period last year.

 

Bacillus thuringiensis

2、 Market analysis

 

Due to the rise of raw material yellow phosphorus this week, the market of phosphoric acid rose steadily. In September, the yellow phosphorus market recovered, the supply was slightly tight, and the price rose steadily, breaking the calm of phosphoric acid Market for more than a month and opening up the upward channel. Phosphoric acid enterprises then actively adjusted to 50-100 yuan fluctuations, some enterprises up to 300 yuan, but the market as a whole remains stable and wait-and-see attitude. At present, however, the demand side is slightly improved. Near the holiday, logistics may be limited, and the downstream stock is more than before. The wet process phosphoric acid shipment is better, but the demand is not as expected. The overall transaction atmosphere of the market is not high. The small recovery of yellow phosphorus is difficult to drive the market higher. Most phosphoric acid enterprises are calm and wait-and-see, and the market is glued in the short term, or will rise slightly with the cost.

 

According to the monitoring of the business agency, as of September 17, the average market price of 85% industrial purified water phosphoric acid was about 4800 yuan / ton, the price in Sichuan was 4450-5300 yuan / ton, the price was rising, the price in Guangxi was about 4750 yuan / ton, the transaction was stable; the quotation in Yunnan was about 4800 yuan / ton, the price was up; in Beijing, the price was about 4700 yuan / ton, the price was temporarily stable; in Hubei, the price was 4800-4850 yuan The price of Tianjin is about 5500 yuan / ton, which is stable for the time being; the price of Jiangsu is about 4450-4500 yuan / ton, with little fluctuation. Prices around the country remained stable and saw a slight rise in some areas.

 

Regional product specification date price (yuan / ton)

Phosphoric acid content: 85% in East China

Phosphoric acid content: 85% in Southwest China

Phosphoric acid content: 85% in Central China

 

On September 17, the phosphoric acid industrial chain index was 87.54, up 0.15 points compared with yesterday, 17.61% lower than 106.25 points (2012-03-22), and 12.81% higher than 77.60 points, the lowest point on July 2, 2019. (Note: period refers to 2011-12-01 to now)

 

The market price of yellow phosphorus in the upper reaches has increased steadily. Downstream gradually began to prepare goods before the festival, orders increased moderately, the market trading situation was fair, and the spot price of yellow phosphorus market was slightly tense. The yellow phosphorus enterprises in Yunnan Province have slightly improved, and the market supply is relatively stable. It is expected that the price of yellow phosphorus will incline upward in the short term.

 

At present, the market of phosphate rock is always weak, and there are not many new orders in the market. The coming double sections may inject a rising momentum into the market. Under the downstream periodic replenishment, the supply and demand of phosphate rock will be in a positive cycle. The downstream pre holiday stock has gradually started. With the increase of demand, it is expected that the new order of phosphate ore will be closed to the high-end.

 

For sulfuric acid, the market price of sulfuric acid in Shandong was temporarily stable on September 16, which was in line with the quotation on September 14. Although the upstream sulfur market has risen slightly recently and the cost support is good, the downstream purchasing enthusiasm is general and the sulfuric acid supply is normal. Recently, the market price of sulfuric acid in Shandong Province may fluctuate slightly, with the quotation of 390 yuan / ton.

 

Chitosan oligosaccharide

The price of ammonium phosphate fell by 77%. The market of diammonium phosphate improved and the price continued to rise, and the operating rate of enterprises was about 60%. In August, the raw material purchase of downstream compound fertilizer enterprises was limited, and the supply of monoammonium phosphate was sufficient, so the market trend was weak. In August, the international demand for diammonium phosphate was good, the supply was tight, and the price rose. It is expected that monoammonium will run smoothly in September. The trend of diammonium may continue to rise.

 

3、 Future forecast

 

The phosphoric acid analysts of the chemical branch of the business society believe that the demand is slightly improved at present, and the logistics may be limited near the holiday, and the downstream stock is more than before, but the overall market enthusiasm is not high, and phosphoric acid is expected to rise slightly with the cost.

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According to the monitoring of business agency, the price of activated carbon was 10800 yuan / ton at the beginning of this week, and 10733 yuan / ton at the end of this week, with the price falling by 0.62%.

Chitosan oligosaccharide

 

The price of activated carbon in China has dropped. 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 activated carbon market has not changed much, and the quotation is stable and small. Traders are flexible, terminal demand has not changed significantly, factories still purchase on demand to meet normal production, the overall trading atmosphere is flat.

 

Gamma-PGA (gamma polyglutamic acid)

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

 

Forecast: the overall market of activated carbon market is mainly stable, and some offers are slightly down. It is expected that the activated carbon market will be mainly shaken in the short term.

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According to a report from Russia’s sipimp-icpp website, production of 1.10 million tons of polypropylene was launched in September 2020, according to a report from Russia’s sipimp-icpp.

 

Melamine

From January to July 2020, the polypropylene production of Sibur Tobolsk was 260000 tons, a year-on-year decrease of 9%; zapsibneftekhim, also located in toborsk, had a production of 241700 tons in the first seven months of 2020.

 

Omsk polyom produced 94000 tons of polypropylene in January July, down 13%. Nizhnekamskneftekhim produced 129000 tons, a slight increase over last year.

 

The output of tomskneftekhim was 90000 tons, a slight increase over the same period. Ufaorgsintez’s polypropylene production reached 76200 tons, a decrease of 3%.

 

Neftekhimiya of kapotnya produced 87900 tons of polypropylene in the first seven months of 2020, an increase of 6% over the same period last year. Stavrolen (a subsidiary of Lukoil) produced 68800 tons of polypropylene during this period, a slight increase over last year.

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According to the data of the business club, in August, the domestic adipic acid market was stagnant, the price fluctuation was not big, and the prices in some regions were slightly lower. According to the data monitored by the business agency, adipic acid in East China decreased slightly, by only 0.91%. The market demand was sluggish, the market supply pressure was not reduced, and most dealers reported low profits to ship goods. Market people still looked down on the future market, and the dealers were mainly light on inventory operation. As of the end of the month, according to the monitoring of the business agency, the current adipic acid market quotation range was 6500-6700 yuan / ton.

 

povidone Iodine

In terms of market supply, the operating rate of adipic acid manufacturers remained at a high level this month, about 80% or more. The market supply was relatively sufficient, and the manufacturers’ inventory pressure was large. Dealers mainly take goods normally. In August, the adipic acid industry is in a relatively low season. Some dealers purchase according to the order and operate with light inventory. Generally speaking, the pressure of enterprise inventory and market inventory is relatively large.

 

In terms of cost, the upstream crude oil price remained at a periodic high level, and the sharp rise of pure benzene since the middle and late July (up to more than 10%) has ended. Since August, the price of pure benzene has fallen periodically, which has insufficient support for the downstream adipic acid (as shown in the figure below). At present, the main contradiction in the market is that the downstream demand has not fundamentally improved, and adipic acid is squeezed from both upstream and downstream, resulting in the gradual decline of enterprise profits.

 

Market trend of pure benzene

 

Sodium Molybdate

From the perspective of terminal demand, downstream demand is still weak. As the production and consumption of domestic chemical industry is still in the recovery period, the growth of output and consumption is not obvious, so it is still in the off-season level. The operating rate of downstream factories has not been significantly improved, and the overall consumption level of plastic products has not changed much, which is difficult to boost the market of upstream raw materials. In addition, the rigid consumption of polyurethane in the downstream is stable. Although the state promotes new infrastructure investment, the real estate sector has not benefited much. Affected by the real estate development rate, the insulation material industry has not improved significantly. In addition, although the downstream products such as PA66 have increased this month, the increase is not obvious, and the price is still hovering at a low level for a long time. According to the monitoring of business agency, the monthly increase of PA66 is 2.13% (as shown in the figure below). As a result, adipic acid demand is difficult to fundamentally change, inventory is difficult to digest, manufacturers have a lot of pressure, dealers generally follow the market and purchase on demand. In addition, in addition to the weak domestic demand, external demand has also worsened. Especially affected by the overseas epidemic, the external demand has decreased, and the export pressure of adipic acid has continued to increase. It is not ruled out that the inventory will continue to rise in the future.

 

PA66 market trend chart

 

In the later stage, it seems that adipic acid is trapped in the supply and Demand Dilemma in the short and medium term, and it is still difficult to make a breakthrough. The upstream lacks favorable support, the supply side is loose, and the market price is squeezed by cheap goods. The downstream industry is also affected by weak domestic demand and shrinking foreign demand orders caused by severe overseas epidemic situation. It is expected that adipic acid will maintain a weak market in the medium and short term.

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