Market Overview:

According to the monitoring of bulk data from the business agency, the dichloromethane market in Shandong fell first and then rose. At the beginning of the month, the average price of dichloromethane was 2570 yuan / ton, which fell to 1900 yuan / ton in the middle of the month, down 26.07%. At the end of the month, it rose to 2480 yuan / ton, up 30.53%, and fell 3.5% in the whole month.

Market analysis:

Product: affected by the epidemic situation, the downstream market demand is hard to recover, and the dichloromethane enterprises are still able to start work, with high inventory. Before the middle of February, the enterprises continued to reduce the inventory pressure and reduce the price for shipment; after the middle of February, the dichloromethane production enterprises in Shandong generally stopped to reduce the load, including Shandong Jinling 440000 tons / year device, Dongying Jinmao a set of 40000 tons / year still in the state of stop, Luxi The 400000 T / a chemical plant and 280000 T / a plant in Dongyue, Shandong Province are in semi negative operation, so the inventory of the enterprise is also reduced, and the quotation of the enterprise continues to rise. At present, most enterprises in Shandong Province pay more attention to inventory pricing, and the main quotation is about 2430-2500 yuan / ton; the quotation in Jiangsu Province is about 2900 yuan / ton; the quotation in Jiangxi Liwen is about 2750 yuan / ton.

Industry chain: in the upstream, the terminal enterprises in the natural gas market have a high enthusiasm for resumption of work, the market demand has increased, the overall delivery and investment has turned better, the liquid price has been rising continuously, and it will fall back towards the end of the month, at present, about 3053 yuan / ton; in the upstream, the methanol production enterprises in the main production areas of Shaanxi and Mongolia are temporarily available for shipment, the traders are mainly in charge of receiving goods, some of them are connected with the bidding of the downstream enterprises, and the transportation vehicles are recovering At present, there is no obvious change in the start-up of downstream enterprises, with partial replenishment as the main part, at about 2022 yuan / ton; the overall supply and demand of the liquid chlorine market are weak, and the enterprise has a strong attitude towards price fixing, but the trade and investment in the industry is poor, at present, about 100-300 yuan / ton. In the downstream, the domestic refrigerant market is still at a low level, and the intra industry trading is relatively weak; the pharmaceutical and agricultural market and solvent industry are not at a high level, the demand is flat, and the price support for dichloromethane is insufficient.

Future forecast:

According to the data analyst of methane chloride of business association, at present, dichloromethane enterprises in Shandong province mostly depend on inventory pricing, and the start-up of enterprises is still at a low level. The situation of tight spot supply is hard to recover in a short time. However, the downstream market is just in need, and the trading is flat, and it is expected to be stable and upward in a short time.