This week (11.29-12.03), the market price of nitrile rubber fell slightly. According to the monitoring of business society, as of December 3, the price of nitrile rubber was 24500 yuan / ton, down 0.81% from 24700 yuan / ton at the beginning of the week.

The ex factory price of domestic nitrile rubber is stable. According to the monitoring of business society, Lanzhou Petrochemical nitrile n41e reported 22200 yuan / ton as of December 3; At present, 3305e is reported as 23100 yuan / ton; RMB 24200 / T for 3308e; The ex factory price of shunze nitrile 3355 / 3365 is 23500 yuan / ton, and the ex factory price of 3380 is 24000 yuan / ton. However, the start-up of the downstream rubber products industry decreased compared with the previous period, and the support for nitrile rubber weakened.

Butadiene prices continued to fall sharply this week, with serious drag on the cost side. According to the monitoring of business society, as of December 3, the price of butadiene was 6120 yuan / ton, down 10.26% from 6820 yuan / ton at the beginning of the week.

Future forecast: nitrile analysts of business society believe that the price of raw materials is low and the demand is weak. It is expected that the market price of nitrile rubber may fall in the later stage.

Price trend:

According to the bulk list data of business society, the domestic ABS market generally weakened in early December, and the spot prices of various brands were mostly reduced. As of December 3, the average price of mainstream offer of general-purpose ABS was about 16050 yuan / ton, up or down – 0.93% compared with the price level at the beginning of the month.

Factor analysis:

Industrial chain: in terms of upstream styrene, crude oil continued to decline, international health events worsened, and the market fell deeply. In the short term, styrene is still expected to rebound after falling continuously, but the overall demand is still weak.

Acrylonitrile prices were sorted out and operated this week. The upstream raw material market was general, the on-site supply increased, the supply of goods in some regions was tight, the merchant offer was strong, and the market change was limited.

Butadiene market fell and remained in a deep downward channel this week. The external market and the domestic market weakened at the same time. In addition, the restart of enterprise devices was bad, the market supply increased, and the downstream demand was mainly just demand. There was no obvious good in the short term, the trading atmosphere was light, and most people in the industry were bearish. The butadiene market was not optimistic.

The overall upstream market of ABS is weak, and the cost side support of ABS is weakened. In terms of operating rate, recently, the shutdown and maintenance equipment and resumption of production capacity are mutually present. In addition, the new production capacity of polymerization plant is implemented, and the overall supply is increased. Double limit and other environmental protection policies still have an impact on the market. The bad overseas market drags the domestic price, the on-site demand is weak, the merchant shipping pressure is increased, and the goods are passively reduced.

Future forecast:

Business analysts believe that the spot market of ABS continued to decline in early December, and the overall trend of the three upstream materials was weak, which weakened the assistance to ABS. The domestic spot price is mainly affected by the gradual weakening of demand and the reduction of market momentum. It is expected that the ABS spot market may still fall in a narrow range in the short term.

Price trend

According to the price monitoring of business agency, the average ex factory price of sulfur market in East China on November 30 was 2000.00 yuan / ton, a decrease of 5.81% in the month and a year-on-year increase of 109.06% compared with the average ex factory price of 2123.33 yuan / ton at the beginning of the month.

In November, the domestic sulfur market was mainly sorted out and operated, and the price trend was significantly reduced. During the month, refineries in various regions in China maintained low inventory operation, downstream factories and traders purchased on demand, and enterprise shipments were relatively smooth. Domestic sulfur manufacturers adjusted their quotation according to their own sales situation. The sulfur market operated on a wait-and-see basis. The spot resources in the port were tight, and the mentality of cargo holders was cautious.

Downstream market of industrial chain

The downstream sulfuric acid market continued to decline. During the month, the prices of mainstream sulfuric acid manufacturers in Shandong decreased slightly, the manufacturers’ inventory was small, the downstream procurement enthusiasm was general, and the market was weak under the weakness of supply and demand.

In terms of phosphate fertilizer, the progress of winter storage market is slow. In November, the market of Monoammonium and diammonium is weak, the market demand is general, and the trading atmosphere on the floor is weak. Diammonium enterprises mainly maintain early orders, the price market is stable, the price trend of Monoammonium is declining, and the support for sulfur is weak.

Future forecast

According to the sulfur analyst of business society, the domestic sulfur price is weak. Although the inventory of refineries in China is still low and the shipment of enterprises is smooth, the demand of phosphate fertilizer market is weak and the support of terminal consumption for sulfur is insufficient. It is expected that the sulfur market will wait and see, and pay attention to the market transaction.

Product Name: silicone DMC

Latest price (December 1): 30800 yuan / ton

Key points of analysis: according to the data monitoring chart of business society, on December 1, the domestic silicone DMC market operated downward as a whole. On the 1st, the factory quotation of domestic silicone DMC was around 30100-31000 yuan / ton, and the average price was 30800 yuan / ton. Compared with the previous working day, the average price was reduced by 540 yuan / ton, a decrease of 1.70%. The high price in the market fell significantly, and the difference between high and low prices in the current silicone DMC market gradually narrowed.

Future forecast: at present, the overall trend of silicone DMC market is weak, the downstream purchase is cautious, the wait-and-see mood is strong, and the demand side support performance is general. The silicone DMC data division of business society believes that in the short term, the domestic silicone DMC market is mainly weak, and the consolidation operation needs to pay more attention to the trend changes of supply and demand.

According to the monitoring data of the business community, the price of flake alkali is weak this month. The average market price at the beginning of the month is 5600 yuan / ton, and the average market price at the end of the month is about 3050 yuan / ton, with the price falling by 45.54%. Weak trend of domestic flake alkali market this month.

Upstream caustic soda

According to the monitoring data of business society, the price of caustic soda decreased as a whole in November. At the beginning of the month, the market price in Shandong was 1470 yuan / ton, and at the end of the month, the average market price in Shandong was 847.5 yuan / ton, with a price decrease of 42.35% and a price increase of 72.96% over the same period last year.

The alumina market has lowered the purchase price of liquid alkali for many times this month. Due to insufficient downstream support, the price of liquid alkali has been lowered. The downstream support is insufficient. At present, alumina enterprises generally purchase caustic soda and constantly exert pressure on caustic soda. The demand for alumina is general, and the shipment of caustic soda enterprises is general.

Business analysts believe that the downstream alumina purchases more flake alkali on demand, the shipment of flake alkali is general, and the pessimism begins to linger. It is expected that the follow-up weak operation of flake alkali is mainly based on the downstream market demand.

According to statistics, the price trend of domestic fluorite continued to rise in November. By the end of the month, the average price of domestic fluorite was 2844.44 yuan / ton, up 4.07% from 2733.33 yuan / ton at the beginning of the month and 8.70% year-on-year.

In November, the price trend of fluorite continued to rise. Recently, the manufacturer reported that the order situation of fluorite was general, the shipment situation of merchants in the field was normal, and the supply of fluorite in the field decreased slightly. With the continuous decline of temperature, the operation of fluorite units in the north gradually declined, and the spot supply in the field was tight. The manufacturer reported that there were many orders, and the price trend in the field rose. Domestic fluorite manufacturers in the South operate stably, the mines and flotation units in the site are under normal operation, the delivery of goods in the fluorite site is general, coupled with the resurgence of production and power restriction, some small plants are in the state of shutdown, and the price trend of fluorite market is rising. In November, the market price of downstream hydrofluoric acid increased slightly, and the downstream terminal mainly purchased on demand. By the end of the month, the price of 97 fluorite wet powder in Inner Mongolia was 2600-2700 yuan / ton, the mainstream of 97 fluorite wet powder negotiation in Fujian was 2700-2900 yuan / ton, the price of 97 fluorite wet powder in Henan was 2800-2900 yuan / ton, and the price of 97 fluorite wet powder in Jiangxi was 2600-2800 yuan / ton, Recently, the price trend of domestic fluorite is mainly rising.

The market price of hydrofluoric acid in the downstream of fluorite increased slightly. By the end of the month, the domestic market price of hydrofluoric acid was 14030 yuan / ton, with an increase of 3.54% in November. The rising market price trend of hydrofluoric acid has a certain positive support for the upstream fluorite market, and the price trend of fluorite has increased.

In November, the price trend of domestic downstream refrigerant products fell sharply. The operating rate of the refrigerant industry in the field is still not high. Recently, it is dominated by bad conditions, the demand is weak, the enterprises have accumulated warehouses, the sales pressure is large, the market is in a situation of price without market, and the price trend of refrigerant products in the field is declining. As a whole, the refrigerant market is dominated by negative factors, and the price trend of chloroform has fallen sharply, which has led to a decline in the cost of the refrigerant industry, which has a great negative impact on the refrigerant industry. At present, the price of refrigerant R22 has fallen, the operation of major mainstream refrigerant manufacturers is still not high, and the market supply is normal, but the downstream demand is reduced. The increase of air conditioning output in December is limited, which is less favorable to the quantity of refrigerant. Refrigerant manufacturers are facing the risk of warehouse expansion. The demand in the application field of R22 market is reduced, enterprises mostly reduce prices, and the prices of mainstream manufacturers are gradually falling. Up to now, the market quotation of R22 is in the range of 22000-27000 yuan / ton. The price of R134a in China fell sharply, the price of trichloroethylene gradually fell, the cost support collapsed, the selling sentiment of refrigerant enterprises was high, and the price fell again and again. Now the lowest price is 41000 yuan / ton. There are also those with lower actual transaction price, and most operators are bearish about the future market. At the end of the month, the market quotation of R134a was in the range of 41000-50000 yuan / ton, the high price transaction was weak, the market sentiment was poor, the enterprise was eager to ship, the actual transaction was mostly profitable, and the market trend of downstream refrigerant declined. Affected by this, the price of fluorite increased little.

On the whole, the market trend of the downstream refrigerant industry has dropped. Recently, the supply of hydrofluoric acid market is normal, and the market price of hydrofluoric acid in the field has a downward trend, but the supply of fluorite will be reduced. Chen Ling, an analyst of business society, believes that the price trend of fluorite market will be stable in the short term.

This week, the domestic MIBK market fell broadly. The market reference offer in East China fell sharply at 17300-17500 yuan / ton. According to the monitoring data of business society, the market offer was 19500 yuan / ton on November 19 and 17300-17500 yuan / ton on November 26, with a decline of 2000 yuan / ton. There was little change in the start-up of enterprises during the week. The profit of antioxidant industry was large, and the demand remained stable. Other retail investors in the downstream had poor enthusiasm to enter the market, just needed to purchase, and the offer price was low.

From the raw material side, the domestic acetone market was steadily recommended this week, and there was little room for overall fluctuation. According to the monitoring data of business agency, the acetone market in East China continued to offer at 5650-5700 yuan / ton, and there was little change in fundamentals this week as a whole. Up to now, the offer of domestic factories is 5700 yuan / ton, and the offers of major mainstream regions are as follows: 5700 yuan / ton in East China, 5750 yuan / ton in South China, and 5750 yuan / ton in Yanshan and Shandong. The short-term supply side has not changed much, the manufacturer’s inventory has increased, and the port is relatively stable. The business society expects the market to focus on the demand side.

The downstream rubber additives market has declined, the accelerator starts at a low level and the demand support is limited. Under the influence of policies, the downstream tire industry starts at a low level and the overall demand is weak.

From the perspective of business community, the MIBK market continues to decline. At present, the market supply is sufficient. Under the bad factors of buying up but not buying down, it is difficult to improve the downstream demand. It is expected that the MIBK market will be weak and volatile in the short term.

According to the monitoring of business society, the domestic market price trend of phthalic anhydride continued to decline this week. By the end of the week, the quotation of phthalic anhydride was 7500 yuan / ton, down 4.76% from the price of 7875 yuan / ton at the beginning of the week, up 0.17% year-on-year. The price trend of phthalic anhydride fell, the downstream plasticizer market was poor, and the market trend of phthalic anhydride fell.

The market price of phthalic anhydride continued to fall this week, the delivery of phthalic anhydride in the field was general, the downstream DOP market fell this week, the price trend of orthobenzene was stable, the plasticizer market was poor, bad factors affected the phthalic anhydride market, and the price trend of phthalic anhydride market fell. There is little change in the operation of domestic phthalic anhydride manufacturers. The operation rate of phthalic anhydride in the field is less than 60%. The domestic spot supply of phthalic anhydride is normal, the price of phthalic anhydride in the field has declined, the downstream plasticizer industry has a poor market, and the actual transaction has dropped. The market price trend of phthalic anhydride in East China is declining, and the high-end transactions on the floor are limited. The mainstream of adjacent France source negotiation in East China is 7400-7600 yuan / ton, and the mainstream of naphthalene method source negotiation is 7200-7300 yuan / ton; The mainstream quotation of phthalic anhydride market in North China is 7500-7600 yuan / ton. The wait-and-see mentality in the phthalic anhydride market still exists. The downstream purchase is mainly on demand, the downstream DOP market is weak, and the market price trend of phthalic anhydride is declining.

The price trend of domestic orthobenzene this week was temporarily stable. The on-site price was 7200 yuan / ton, which was flat compared with the price of 7200 yuan / ton at the beginning of the week. The maintenance of domestic orthobenzene price is a good support for the phthalic anhydride market. Recently, the market of imported orthobenzene in the port area has not changed much, and the external quotation of orthobenzene has remained high. Recently, the inventory of orthobenzene in the port area is OK, the external quotation of orthobenzene is stable, and the actual transaction price is subject to negotiation, According to the detailed discussion of the actual order, the price trend of phthalic anhydride is temporarily stable, the price of raw material phthalic anhydride is good for the domestic phthalic anhydride market price, and the market price trend of phthalic anhydride is declining due to poor demand.

The downstream DOP market price of phthalic anhydride increased slightly this week. According to the monitoring of business society, the domestic DOP price was 12137.5 yuan / ton by the end of the week, with a price increase of 0.94%. The equipment of DOP enterprises in the field started normally. With the decline of DOP raw material isooctanol, the downstream demand is general. The plasticizer DOP market is weak, and the transaction price is subject to the real-time price. The overall DOP price is 12000-12300 yuan / ton. The DOP market is mainly volatile, the downstream demand is poor, and the price trend of phthalic anhydride market is affected.

On the whole, the recent decline in crude oil price trend, coupled with the weak market of downstream plasticizer industry, the price trend of phthalic anhydride is temporarily stable, but the market demand for phthalic anhydride is poor, and it is expected that the market price of phthalic anhydride may decline slightly in the later stage.

1、 Price trend

According to commodity data monitoring, the price of yellow phosphorus in Yunnan and Guizhou increased. The average price of yellow phosphorus was 37666.677 yuan / ton last Friday and 38000 yuan / ton this Friday. The price increased by 0.88% during the week.

2、 Market analysis

The price of yellow phosphorus increased slightly this week. The manufacturer has strong willingness to support the price. The yellow phosphorus market continued at the beginning of the week, and the price rose slightly last week. Later, with the gradual weakening of the inquiry in the yellow phosphorus field, the wait-and-see mood in the downstream is obvious. Traders are more wait-and-see, downstream customers mainly purchase on demand, poor new order transactions, insufficient upward momentum and price stalemate. Up to now, the mainstream quotation of yellow phosphorus in Yunnan is 36000-40000 yuan / ton; The mainstream quotation in Sichuan is 38000-40000 yuan / ton; The mainstream quotation in Guizhou is about 36000 yuan / ton.

In terms of raw materials, China’s domestic phosphate ore market has been operating at a stable high level this week, the market has maintained a tight supply situation, and the downstream demand is stable. Most of them are just needed procurement by contract users and old customers. At present, the quotation of 30% ammonium phosphate ore truck board in Hubei is close to 670-680 yuan / ton, and the quotation of 30% phosphate ore freight plant in Guizhou is close to 630-660 yuan / ton, The quotation of 28% phosphate rock freight plant is around 580-600 yuan / ton, the platform price of 22% grade phosphate rock is around 300-320 yuan / ton, the high and stable operation of phosphate rock Market in Guangxi is the main, the price of 28% grade phosphate rock freight plant is around 560-600 yuan / ton, and the price of 30% grade phosphate rock freight plant is around 630-670 yuan / ton.

In terms of coke, the coke market continued to decline this week. After two rounds of increase and decrease, the price decreased by 400 yuan / ton compared with last week, with a cumulative increase and decrease of 1000 yuan / ton. Affected by the lower price of raw coal in the upstream and the weakening demand of steel mills in the downstream, both supply and demand are weak, the mentality of coking enterprises becomes weak, and most enterprises lose money and sell at reduced prices. However, at present, the enterprise inventory is still high and there is a certain shipping pressure. After entering November, the coke market has dropped for five consecutive rounds within half a month, with a continuous decline at the rate of 200 yuan / ton per round. At present, it has been reduced by 1000 yuan / ton, and each round of increase and decrease has been implemented rapidly. At present, coking enterprises have been in a state of loss. Although the price has been falling all the way, the shipment situation is still not ideal, and the inventory pressure of enterprises is still high. From the current market atmosphere, it is not ruled out that there is the possibility of continued decline in the future. As of press time, the downstream steel plant has opened the sixth round of lifting and lowering again, and the coke enterprises have not responded yet.

In terms of phosphoric acid, the phosphoric acid market fluctuated little this week. The price rose slightly at the beginning of the week, and then stabilized. The offer of some enterprises still decreased. The market as a whole was relatively stable. Most of them adjusted the price in a narrow range with their own shipments. According to the monitoring of the business community, the current quotation in Sichuan is 9500-10500 yuan / ton, that in Yunnan is about 90000-10000 yuan / ton, that in Hebei is about 11000-12000 yuan / ton, that in Hubei is 10000-11500 yuan / ton, and that in Shandong is 10000-11500 yuan / ton. The price of phosphoric acid in various places is generally stable and fluctuates in a narrow range this week.

3、 Future forecast

The yellow phosphorus analyst of the chemical branch of the business agency believes that on the whole, the yellow phosphorus price rose slightly this week. Electricity prices have been raised everywhere, costs have increased, manufacturers have a strong willingness to support prices, and downstream high price purchase intention is not high. Most enterprises wait and see the market,. The price of yellow phosphorus is expected to be deadlocked in the short term.

1、 Price trend

According to the bulk data monitoring of business society, as of November 22, the average price of refrigerant R22 was 24666.67 yuan / ton, which was 1000 yuan / ton lower than the average price of 25666.67 yuan / ton at the beginning of last week (15th), a decrease of 3.9% during the cycle and an increase of 74.12% compared with the same period last year

According to the bulk data monitoring of business society, as of November 22, the average price of refrigerant R134a was 48333.33 yuan / ton, which was 666 yuan lower than the average price of 50666.67 yuan / ton at the beginning of last week (8th), a decrease of 3.33% during the cycle and an increase of 218.66% compared with the same period last year.

2、 Market analysis

Recently, the refrigerant R22 market continued to weaken, the price of raw hydrofluoric acid remained stable at 13800-14300 yuan / ton, and the quotation of some manufacturers was higher than the market price, while chloroform continued to fall to 3500 yuan / ton, the cost support decreased sharply, coupled with the continuous decline in demand and the accumulation of channel inventory, the refrigerant holders actively reduced the price for shipment, and now the lowest price is 22000 yuan / ton, which is weak. Up to now, the market quotation of R22 has remained in the range of 22000-27000 yuan / ton, about 22000-27000 yuan / ton in Shandong, about 22000-25000 yuan / ton in Zhejiang, about 22000-22500 yuan / ton in Hunan and about 24000-25000 yuan / ton in Jiangsu. Prices in various places have declined steadily.

Recently, the price of refrigerant R134a fell broadly, the price of raw hydrofluoric acid remained stable at 13800-14300 yuan / ton, and the quotation of some manufacturers was higher than the market price, while the price of trichloroethylene plummeted below 20000 yuan, the cost support collapsed, the selling sentiment of refrigerant enterprises was high, and the price fell again and again. Now the lowest price is 41000 yuan / ton, and the actual transaction price is also lower, Operators are more bearish on the future market. Up to now, the market price of R134a is in the range of 41000-51000 yuan / ton, the price in Shandong is about 44000-51000 yuan / ton, the price in Zhejiang is about 42500-50000 yuan / ton, the price in Hunan is about 41000-42000 yuan / ton, and the price in Jiangsu is about 45000-51000 yuan / ton.

In terms of raw materials, the price trend of domestic hydrofluoric acid was temporarily stable this week. So far, the mainstream price negotiated in various regions of domestic hydrofluoric acid is 13800-14300 yuan / ton. The quotation of some manufacturers is higher than the market price, and the actual transaction market on the site is stable. Recently, the domestic spot supply of hydrofluoric acid is tight, but the downstream acceptance degree is gradually declining, and the market price trend of hydrofluoric acid is temporarily stable.

3、 Future forecast

Business community refrigerant analysts believe that at present, the refrigerant is dominated by bad conditions, the demand is weak, the enterprise has accumulated inventory, the sales pressure is large, the market is in a situation of price without market, the stock holders have strong selling sentiment and negative mentality, and it is expected that R22 and R134a may continue to decline in the short term.