Since May, the raw materials phenol and acetone have been rising continuously, the BPA plant has been under pressure, and the market price has been rising unilaterally. According to the monitoring of business agency, the market offer was 8800 yuan / ton on May 5, and 9960 yuan / ton as of May 22, up 13.18% on the whole.

 

Melamine

Since May, phenol and acetone have shown an overall upward trend. Up to now, phenol offers 6600-6700 yuan / ton, and acetone offers 8000 yuan / ton. Therefore, the theoretical cost of BPA plant is 9902 yuan / ton, and the gross profit is 58 yuan / ton.

 

First of all, from the cost point of view, phenol, as an important raw material of bisphenol A products, has experienced twists and turns since May. After the market goes up, it will be recalled, and then it will continue to push up the price with insufficient driving force. According to the monitoring of the business agency, the average offer of phenol Market in China was 6400 yuan / ton on May 5, 6800 yuan / ton on May 22, with an overall increase of 6.25%, of which 7012 yuan / ton was offered on May 10, with a maximum amplitude of 9.57%. By the time of publication, the offers of major mainstream regions in China were 6600-6700 yuan / ton in East China, 6600-6700 yuan / ton in South China, 6600-6700 yuan / ton in Shandong and surrounding areas of Yanshan. The consumption rate of phenol in the production unit of bisphenol A accounted for 0.87, the production cost of p-bisphenol a accounted for a large proportion, and the upward price of phenol after saving strongly supported the price of bisphenol A.

 

Acetone, another important raw material, accounts for 0.27% of BPA consumption rate in the production unit. Although the proportion is less than that of phenol, the cost of high valence acetone for BPA can not be ignored. After the festival, acetone overall showed a sharp push up and a narrow callback. According to the monitoring of the business agency, the acetone market offered 7325 yuan / ton on May 5, and 8175 yuan / ton on May 22, with an overall increase of 11.6% and a maximum amplitude of 13.58%. By the time of publication, the offers of major mainstream regions in China were 8000-8100 yuan / ton in East China, 7850-7950 yuan / ton in South China and 8400-8500 yuan / ton in Shandong and surrounding areas of Yanshan.

 

EDTA

Secondly, from the demand side, the downstream PC market as a whole shows a unilateral upward trend, rising from 12100 yuan / ton to 13433 yuan / ton, with an overall upward trend of 11.02%. The upward mobility of PC mainly comes from the implementation of the “one helmet one belt” policy. As the raw material for helmet front baffle production, the soaring helmet will surely benefit the raw materials, and the PC market will inevitably usher in a small peak of development, but helmet Technology The content is low, the service life is long, and the sharp rise trend is difficult to appear. In the long run, there is still a weak expectation in the domestic PC market. Another important downstream is the high-level finishing of epoxy resin. At present, the liquid epoxy resin is in the period of 19400-20000 yuan / ton. The downstream is in a slow recovery period, and the demand is gradually increasing. The upstream bisphenol A is the main one. After a large round of upward movement, the offer of epichlorohydrin is stable, and the price is relatively high. With the support of favorable cost and demand, the transaction of epoxy resin is gradually increasing. There is no pressure for resin factory to ship.

 

Thirdly, the domestic bisphenol a unit is 70-80% as a whole, among which, Sinopec Mitsubishi 180000 T / A, Lihua yiweiyuan 240000 T / A, Changchun 400000 T / a start-up are 80%, Kesi Chuang 410000 T / a bisphenol a unit is shut down on May 9, Sinopec Mitsui and Huizhou Zhongxin are operating at full load, but mainly for their own use, and some of the suppliers are long-term customers.

 

From the perspective of the whole phenol ketone industry chain, the overall increase is the main trend, the upstream pure benzene and propylene show a unilateral upward trend after the festival, and the middle and downstream products are also followed by the upper actors. From the macro perspective, WTI crude oil rose from 19.78 US dollars / barrel to 33.92 US dollars / ton after the festival, up 71.49%. The sharp rise of crude oil after the festival has formed a good support for petrochemical products. At present, the cost side has declined, and the terminal demand has not increased significantly. However, the start-up of BPA plant is relatively stable, and the market supply is fair. In the short term, the BPA market will continue to maintain a narrow trend and push up. However, due to the insufficient benefits, it is difficult to continue to rise in the future. The business society expects that the BPA market in East China will maintain at 9950-10100 yuan / ton, and long-term attention will be paid to the start-up of downstream plants.

EDTA 2Na

Data shows that the natural rubber commodity index on May 22 was 29.68, down 0.48 points from yesterday, 70.32% from the highest point of 100.00 (2011-09-01), and 8.80% higher than the lowest point of 27.28 on April 02, 2020. (Note: cycle refers to 2011-09-01 to now)

 

As shown in the figure above, from the beginning of January to may 2020, the overall market of natural rubber shows a downward trend first and then a small upward trend, and the price at the end of March and the beginning of April is a phased bottom. According to the data of natural rubber (standard 1) in East China monitored by the business association, the mainstream price of Baodao whole milk on January 1, 2020 is about 12130 yuan / ton, and the mainstream price on April 2 is 9200 yuan / ton, with a drop of 24.15% since the beginning of the year. Since then, Tianjiao has been shaking upward until May 20, 10170 yuan / ton, with a rebound of 10.54%. In the first and middle of May, the whole price of Tianjiao fluctuated upward. The price of 9600 yuan / ton on the first day is also the lowest since this month. The price of 10170 yuan / ton on the 20th, the highest since this month, rebounded by 5.94%.

 

Chitosan oligosaccharide

Factor analysis:

 

Supply: China: the rubber cutting in the production area is still advancing slowly. Factors such as weather drought, insect disease and low rubber price caused by poor demand are concentrated on rubber farmers, resulting in weak willingness to cut rubber, small production of new rubber, local gap of new rubber and 19 year rubber in Banna production area, and price adjustment. Southeast Asia: it is expected that the drought in Southeast Asia will be alleviated to some extent in June, and the rubber cutting will be resumed gradually at that time, but the rubber volume caused by the drought will be delayed by about one month compared with that in previous years; at the same time, although the current rubber price is at a low price, but for the difficult economy during the epidemic period, the rubber agricultural rubber cutting can still maintain a relatively stable income, so the industry is expected to be around the middle and late June The rubber production in Southeast Asia will be significantly improved. Therefore, at present, the amount of new rubber at home and abroad has little impact on the market supply and more inventory consumption.

 

Inventory: data shows that as of May 22, the natural rubber inventory of the previous period was 239395 tons, and the warehouse receipt was 234550 tons, 80 tons and 160 tons less than last week respectively; from the perspective of the rubber inventory pressure of the exchange, the total latex and No. 20 rubber inventory decreased slightly. It is reported that the rubber stock in Qingdao free trade zone is at a high level and under heavy pressure. The turnover of USD glue Market in Qingdao Free Trade Zone improved slightly, and the price of Baodao whole milk was 10000 yuan / ton. The short-term domestic supply of new rubber is small, the overall domestic inventory is high, and the contradiction between supply and demand is still large.

 

Demand: tire enterprises: under the current situation, the operating rate of domestic and foreign tire enterprises is still at a low level. As of May 14, the operating rate of domestic semi steel tire manufacturers was 50.93%, up 23.27% month on month, down 14.78% year on year; the operating rate of all steel tire manufacturers was 69.61%, up 12.30% month on month, down 1.41% year on year. From the perspective of market reaction, domestic traders generally feel that the volume of rubber raw material transactions this month is far behind that of March and April, with a large gap. Automobile: according to the data of China Automobile Association, in April, China’s automobile production and sales were 2.012 million and 2.07 million respectively, up 46.6% and 43.5% on a month on month basis, up 2.3% and 4.4% on a year-on-year basis, respectively, and the automobile sales volume ended the decline for 21 consecutive months. However, as one of the most important auto parts, the output of tires has not gone out of the decline path. In April, the output of domestic rubber tires was 66.612 million, down 12.2% year-on-year; from January to April, the cumulative output was 218.072 million, down 17.4% year-on-year. In terms of tire export, according to the statistics of Qingdao Customs, in the first four months, Shandong’s foreign trade export amounted to 337.42 billion yuan, an increase of 0.9% from a decrease of 4.5% in the first quarter; tire export fell by 17% month on month, of which tire export fell by 8.4% in the first quarter.

 

ferric sulfate (Poly ferric sulphate)

Macro policy: first of all, the government work report pointed out that it is expected to reduce the new burden for enterprises by more than 2.5 trillion yuan in the whole year. This year, we will continue to implement systems such as the reduction of value-added tax rate and enterprise endowment insurance rate, and increase tax cuts and reduce fees by about 500 billion yuan. In the early stage, the policy of tax reduction and fee reduction due before June was introduced, including exemption from the payment of small and medium-sized enterprises’ endowment insurance, unemployment insurance and work-related injury insurance units, reduction of small-scale taxpayers’ value-added tax, exemption from value-added tax on public transport, catering and accommodation, tourism and entertainment, culture and sports and other services, reduction of Civil Aviation Development Fund and port construction fees, and the implementation period was all extended to the end of this year. The payment of income tax for small and micro enterprises and individual businesses will be postponed to next year. It is expected to reduce the burden for enterprises by more than 2.5 trillion yuan in the whole year. Secondly, the government work report said that the loan extension policy for small and medium-sized micro enterprises should be extended to the end of March next year, the loan extension for inclusive small and micro enterprises should be extended to the full extent, and the loan negotiation for other difficult enterprises should be extended. The industry believes that the epidemic has disrupted the normal production and operation order of the rubber tire industry, the government work report has given the industry enterprises “reassurance”, the implementation of various tax preferential policies, and the use of “real gold and silver” to support the resumption of production and help the enterprise development.

 

Future forecast:

According to the analysis of the business club, the national two sessions and active fiscal policy may directly boost the nominal GDP growth of the whole year by 3-5 percentage points, which is conducive to the better resumption of production of rubber enterprises. From the perspective of domestic and international cutting situation, the current output is very small, which is not enough to impact the market. On the contrary, the prices in some regions with tight supply are very strong. From the perspective of downstream situation, tire enterprises will gradually benefit from favorable policies, with increased start-up, and the demand is expected to increase, but it also depends on the demand pulling situation of the consumer market; in some foreign regions, regardless of the epidemic situation, the “recovery of economy” may lead to demand. In the future, it mainly depends on the consumption stimulus and the play of the favorable role of policies. In June, the production of new rubber will directly affect the trend of Tianjiao. If the production and inventory increase, Tianjiao market may continue to be under pressure. However, in the short term, if a large number of new rubber is still not cut, Tianjiao market may have a wave of short-term strength on the premise that the stimulus plays an obvious role first.

Benzalkonium chloride

1、 Price trend of propylene oxide:

 

(Figure: P value curve of propylene oxide product)

 

2、 Market analysis:

 

Product: the market price of propylene oxide fell on May 22, according to the data in the bulk list of business agencies. As of 22, the average price of propylene oxide enterprises was 9266.67 yuan / ton, down 0.71% compared with yesterday and up 19.31% compared with April 22. On May 21, the propylene oxide commodity index was 58.09, down 0.83 points from yesterday, down 42.59% from 101.18 (2011-10-26), the highest point in the cycle, and up 39.30% from 41.70, the lowest point on January 25, 2016. (Note: cycle refers to 2011-09-01 to now)

 

Sodium Molybdate

Industrial chain: as of May 21, the market price of propylene in Shandong is still rising. Last month, the price of propylene in Shandong Province rose sharply and fell sharply, and then it held steady again, and the market was stable. During the May 1st period, the price of propylene slightly increased by about 50 yuan / ton. On the 6th day, the price increased by 100 yuan / ton again. On the 7th, 8th and 9th day, the price increased by 50 yuan / ton continuously. On the 10th day, some enterprises continued to increase by 50 yuan / ton. On the 11th day, the price increased by 50 yuan / ton again. On the 12th day, it increased by 100-200 yuan / ton obviously. On the 13th day, it continued to increase by 100-200 yuan / ton. On the 14th day, it increased by 50-100 yuan / ton again. On the 15th day, it still increased by 50-100 yuan / ton on weekends The upward trend remained unchanged until 21 days, with a daily upward trend of 50-100 yuan / ton. Today, the upward trend is 50 yuan / ton again. Now, the market transaction has reached 6950-7200 yuan / ton, and the mainstream price is about 6950 yuan / ton. On May 22, downstream polyether and propylene oxide fell, and the focus of market negotiation shifted down.

 

3、 Future forecast:

 

According to the propylene oxide analysts of the business club, the price of raw propylene has been rising continuously, and the profit space of propylene oxide has been further compressed. The terminal has strong resistance to high price raw materials, with strong wait-and-see mood, new downstream orders weakened, and inventory of propylene oxide plant increased slowly. It is expected that in the short term, the market situation of propylene oxide will be consolidated and wait-and-see operation, and the specific trend needs more attention to the change of raw material price and the guidance of mainstream market news.

http://www.lubonchem.com/

1、 Price trend

 

According to the bulk data monitoring of the business agency, affected by the weak downstream demand and the upcoming restart of large factories in East China, the domestic acetic acid market has been in a weak and stable operation recently. As of May 21, the quotations in Henan are about 2350-2450 yuan / ton; in Shandong, about 2550-2650 yuan / ton; in Hebei, about 2600-2650 yuan / ton; in Shaanxi, about 2280 yuan / ton; in Jiangsu, about 2500-260 yuan / ton About 0 yuan / ton; the quotation in Zhejiang is about 2600-2700 yuan / ton; the quotation sent to South China is about 2550-2650 yuan / ton, an overall increase of 7.98% over the early May.

 

ferric sulfate (Poly ferric sulphate)

2、 Cause analysis

Production trends of plant capacity (10000 tons / year)

Normal production of Yankuang Guotai 110

Hualu Hengsheng 50 normal production

80% of Yangtze BP 50

Celanese 120 recovered to 70%

Jiangsu Thorpe 120 4.20 overhaul, 5.25 restart expected

Hebei Jiantao 50 5.10 maintenance 20 days

Tianjin Bohua 35 normal production

Henan Shunda 45 plan 5.23 maintenance for one week

Henan Longyu 50, 70%

Shaanxi extends maintenance for one month from May 6, 2015

Shanghai Huayi 70 started construction for 50% and planned maintenance for one month from May 23

Anhui Huayi 50, 80%

 

Product: at present, the domestic acetic acid market is stable and weak, and the market is gradually showing weakness. The domestic acetic acid market as a whole has been started and maintained at about 60%. The Celanese plant in Nanjing has resumed production. The 1.2 million ton / year plant in Jiangsu Thorpe is expected to restart on May 25. The market supply is expected to increase, and the market supply tension has been alleviated to some extent. However, the downstream market demand is still slow to return to the normal level. The spot transaction in the market is weak, and there is a certain bearish attitude towards the acetic acid market The intention of sub holding traders to ship goods is strong, and the actual orders decline.

 

Azodicarbonamide (AC foaming Agent)

Industry chain: in the upstream, the domestic methanol price continues to decline, some enterprises stop selling, the freight is high, the traders operate cautiously, at present, about 1657 yuan / ton; the domestic acetate, vinyl acetate and other industries are weak and stable, the cost support is acceptable, the overall operating rate of the industry has declined, the downstream demand is poor, and it is expected to be concussed in the short term; PTA unit maintenance is expected to increase, Superimposed terminal enterprises have returned to work one after another, the relationship between supply and demand has improved, and it is expected that the short-term shocks will be stronger.

 

3、 Future forecast

 

According to the acetic acid analyst of the business association, at present, the transaction atmosphere in the domestic acetic acid market is weak, and the restart of large factories in East China has a negative impact on the market mentality. Although PTA market starts at a high level, it has little impact on the acetic acid market. In addition, the demand for other products is still weak, and the shipping intention of some acetic acid traders obviously leads to a decline in actual orders. It is expected that the acetic acid market will be stable in a short time Soft.

povidone Iodine

1、 Price trend

 

According to the data of the commodity list of business association, the average price of formaldehyde in Shandong Province on May 18 was 876.67 yuan / ton, and on May 21, the average price of formaldehyde in Shandong Province was 863.33 yuan / ton, down 1.52%, with the current price down 27.04% year on year.

 

EDTA

2、 Market analysis

 

Products: Recently, the price of formaldehyde in the domestic market has declined slightly. As of May 21, the quotation of mainstream manufacturers in Hebei is about 740 yuan / ton, that of mainstream manufacturers in Shandong is 815 yuan / ton, and that of mainstream manufacturers in Jiangsu is 1075 yuan / ton. The annual output of 120000 tons formaldehyde plant in Linyi Yinhe, Shandong Province has been restarted, with the formaldehyde content of 36.7-37%. The start-up of formaldehyde enterprises was basically stable, the market supply was relatively sufficient, the trading atmosphere was cold, the attitude of formaldehyde manufacturers was negative, and the price fell slightly.

 

EDTA 2Na

Industry chain: upstream methanol: some upstream enterprises in Shaanxi, Mongolia and other parts of Northwest China cut their prices to 1300-1330 yuan / ton, some of them stopped selling, the two sessions will be held soon, the freight is high, traders operate cautiously, and the methanol price will drop. Unable to support the cost of formaldehyde, the downstream terminal demand is still weak, the formaldehyde enterprise’s shipment is not good, the formaldehyde enterprise’s quotation is affected by the decline of raw materials, and the market is slightly down.

 

3、 Future forecast

 

Recently, the upstream methanol price fell narrowly, with weak cost support and general on-site trading atmosphere. Therefore, the formaldehyde analyst of the chemical branch of the business society predicted that the domestic formaldehyde price or low consolidation in the near future was the main trend.

Melamine

1、 Price trend of epichlorohydrin:

 

(Figure: P value curve of epichlorohydrin product)

 

2、 Market analysis:

 

Benzalkonium chloride

Product: according to the monitoring data of the business agency, the market of epichlorohydrin has been fluctuating upward in the near future, and it was stable on May 20. As of May 20, the average price quoted by epichlorohydrin enterprises was 11000 yuan / ton, which was the same as that of May 19, and increased by 12.24% compared with April 20. In recent years, the price of raw material propylene has been rising continuously, the cost support has been raised, and the spot shortage has been double promoted. The manufacturer’s intention of low output is not strong, but the downstream is affected by the news of Jiangsu Haixing plant, and the enthusiasm for high price raw material procurement is not high. The quotation of epichlorohydrin enterprises on the 20th was mainly stable, so we should be careful to wait and see. The market quotation of epichlorohydrin on the 20th was 10600-11000 yuan / ton.

 

The epichlorohydrin commodity index on May 20 was 77.68, unchanged from yesterday, down 41.90% from 133.71 (2019-10-29), the highest point in the cycle, and up 65.81% from 46.85, the lowest point on September 7, 2016. (Note: cycle refers to 2011-09-01 to now)

 

Industrial chain: on May 20, the market price of propylene in Shandong continued to rise. Last month, the price of propylene in Shandong Province rose sharply and fell sharply, and then it held steady again, and the market was stable. During the May 1st period, the price of propylene slightly increased by about 50 yuan / ton. On the 6th, the price went up by 100 yuan / ton again. On the 7th, 8th and 9th, the price went up by 50 yuan / ton continuously. On the 10th, some enterprises went up by 50 yuan / ton continuously. On the 11th, they went up by 50 yuan / ton again. On the 12th, they went up by 100-200 yuan / ton obviously. On the 13th, they went up by 100-200 yuan / ton continuously. On the 14th, they went up by 50-100 yuan / ton again. On the 15th, they went up by 50-100 yuan / ton continuously. On the weekends Until the 20th, the upward trend has remained unchanged. The daily upward trend is 50-100 yuan / ton. Now, the market transaction has reached 6900-7150 yuan / ton, and the mainstream price is about 6900 yuan / ton. On May 20, the downstream epoxy resin, under the pressure of cost, the firm price offer mainly.

 

Sodium Molybdate

Industry: according to the price monitoring of the business agency, on May 20, 2020, there are 14 kinds of commodities in the list of rise and fall of bulk commodity prices in the chemical sector, among which the top three commodities are mixed xylene (1.98%), organosilicon DMC (1.81%) and ethylene (1.75%). There are 7 kinds of commodities with a decline in the aspect ratio, and the top 3 products are polysilicon (- 4.49%), formaldehyde (37%) (- 1.52%) and liquid ammonia (- 1.07%). The average price of this day is 0.04%.

 

3、 Future forecast:

 

According to epichlorohydrin analysts of the business club, it is expected that the market of epichlorohydrin will be stagnant in the short term, and the specific trend needs more attention to the market news guidance.

http://www.lubonchem.com/

According to the price monitoring of the business agency, the spandex market maintained a slight decline in May. As of May 20, the average price of 40d specification was 32000 yuan / ton, down 1.84% from the beginning of the month, down 7.78% year on year

 

ferric sulfate (Poly ferric sulphate)

Mainstream price statistics of spandex market (unit: yuan / ton)

 

20D 30D 40D

Zhejiang 36000-37000 34000-35000 28500-29500

Shandong 37000-38000 34500-35500 29000-29500

Fujian 37000-38000 34500-35500 29500-33000

Jiangsu 36000-38000 34000-35000 29500-30000

At present, the spandex market is flexible, the supply of goods is stable, and the digestion of inventory is the main. The support function of cost end is general, the actual receiving sentiment of downstream terminal market is not high, and the overall market outlook atmosphere is relatively strong. In Jiangsu and Zhejiang area, the reference for 20d spandex mainstream negotiation is 36000-37000 yuan / ton; the reference for 30d spandex mainstream negotiation is 34000-35000 yuan / ton; the reference for 40d spandex mainstream negotiation is 28500-29500 yuan / ton, and the actual transaction details are discussed.

 

Summary of production and marketing trends of domestic PTMEG manufacturers

 

Enterprise name address capacity (10000 tons / year) remarks

Shanghai BASF Shanghai 11 listening device under maintenance

There is no restart plan for the parking of Shanxi 3D Hongdong 5

Jiaxing Xiaoxing Zhejiang Jiaxing 12 plant shutdown maintenance

Hangzhou Sanlong, Zhejiang, Hangzhou 6 line, stable operation

Sinopec Great Wall energy chemical Ningxia Yinchuan 9.2 unit load is not high

Henan Nenghua Hebi 6 parking Center

The load of Xinjiang MEK Xinjiang Korla 5 unit is not high

Unit load of 4.6, Changji, Xinjiang is not high

The upstream PTMEG market continued to operate in a weak situation. The factory started to decline further, and the market offer was temporarily stable. According to the single negotiation, the actual single was still kept and the profit was transferred. The mainstream price of 1800 molecular weight goods was 14000-15000 yuan / ton, and the actual single negotiation was 13800-14500 yuan / ton. The pure MDI market is on the up side, the factory continues to hold up the market, and the low price offer is reduced, but the downstream terminal demand transmission is slow, just needs to replenish the position properly, and the delivery and investment progress is slow, the quotation in South China is 13200-13500 yuan / ton telegraphic transfer barrel, and the quotation in East China is 13300-13500 yuan / ton telegraphic transfer barrel.

 

Azodicarbonamide (AC foaming Agent)

At present, the textile market is still in the off-season as a whole, and the intention of receiving orders in the terminal market is cautious. The start-up level of enterprises in the lower reaches of Xiaoshao area in Zhejiang Province is low, and the start-up level of the round machine and wrapped yarn market remains 30-60%. The terminal demand in Zhuji District of Yiwu is average, and the starting level of yarn wrapping market is 5-70%. In Wujiang area of Jiangsu Province, the terminal starts are common, and the yarn wrapping market starts at a level of 5-60%. Orders in Jiangyin region remained low, and the starting level of round machine and yarn market remained at about 30%.

 

Business analysts believe that spandex market is currently abundant in spot supply, with weak cost and demand, and the overall market outlook atmosphere is strong. It is expected that in the short term, spandex prices will be mainly weak.

povidone Iodine

According to the statistics of business agency, as of May 20, Jiangsu nylon filament DTY reported 15333 yuan / ton, with a price increase of 166 yuan / ton, or 1.10%, or 25.57% year-on-year; nylon POY price reported 12720 yuan / ton, or 100 yuan / ton, or 0.79%, or 28.94% year-on-year; nylon FDY price reported 16250 yuan / ton, or 500 yuan / ton, or 3.17%, or 26.14% year-on-year.

 

Melamine

Product may 13 May 20 up and down unit

Cyclohexanone 5680 5830 150 yuan / ton

Caprolactam 9900 10050 150 yuan / ton

PA6 (medium viscosity: 2.75-2.85) 11367 11533 166 yuan / ton

Nylon FDY (40d / 12F) 15750 16250 500 yuan / ton

Nylon DTY (70D / 24F) 15167 15333 166 yuan / ton

Nylon POY (86d / 24F) 12520 12720 100 yuan / ton

 
The multinational economy has gradually recovered and crude oil prices have continued to rise. As of May 19, WTI crude oil rose 61.58%. As of May 20, cyclohexanone rose 150 yuan / ton, or 2.64%, caprolactam rose 150 yuan / ton, or 1.52%, and PA6 rose 166 yuan / ton, or 1.46%, compared with last Wednesday. Although the price of crude oil continued to rise, the spot supply of cyclohexanone returned, the market price was low and the quotation was stable for the time being. The restart of some caprolactam units was delayed, while the price of raw materials was increased, and the market offer was pushed up by 10100-10300 yuan / ton for acceptance. Due to the supply of raw materials, PA6 prices continued to rise, but the actual transaction did not improve significantly.

 

EDTA 2Na

The price of raw materials is generally increased, and the price of nylon filament manufacturers is increased by 200-500 yuan / ton. It can be seen from the above figure that the trend of nylon filament is basically the same as that of cyclohexanone at the raw material end, while cyclohexanone is dominated by crude oil, and the demand end is not the main factor for pricing. The demand in the downstream did not improve greatly. The rise of nylon showed a ladder like pattern with low price rise frequency. The price was adjusted once a week or two weeks, and the overall price rose with the raw materials.

 

Analysts of the business club believe that in the near future, the support of the raw material end is strong, the recovery plan of the multinational economy makes the crude oil rise steadily, which supports the recovery of chemical products, and the supply of caprolactam is tight in the short term, which is expected to slow the rise of nylon filament.

EDTA

Market situation: after the market rose, the market weakened rapidly. The market in East China dropped to 6450 yuan / ton. After the market rose, it fell rapidly. For a while, the shipment volume in North China was controlled. After the arrival of the port, the port stock was less than 15000 tons. The phenol market rose again this week. However, the downstream demand is not optimistic. In addition, the current arrival volume at the end of May is relatively sufficient, and the phenol Market is weak. According to the monitoring of the business association, the listing price of petrochemical manufacturers has remained stable at 6900-7000 yuan / ton. The market offer in East China is 6650-6700 yuan / ton, that in South China is 6850 yuan / ton, and that in Shandong and surrounding Yanshan is 6900 yuan / ton.

 

Benzalkonium chloride

Analysis and comment: first of all, in the near future, the import source is sufficient, and the arrival volume is increasing. It is reported that 3000 tons of phenol from Singapore respectively arrived at Hengyang warehouse in late May, and another 2000 tons arrived at Hengyang and Huaxi warehouse before the end of the month. It is expected that there will still be arrival at Hong Kong in early June, and the supply of imported goods will increase the domestic market.

 

Secondly, raw materials continue to rise, with strong cost support. First of all, the pure benzene market. The price of imported pure benzene in Asia continued to rise, forming a good support for the domestic market. The price of pure benzene in Sinopec rose to 3250 yuan / ton, and the atmosphere of domestic pure benzene negotiation was relatively stable. From the overall perspective of May, the pure benzene showed a slight upward trend.

 

Another important raw material propylene market, the propylene market has maintained a unilateral upward trend since May 1st, and continued to rise steadily. Up to now, the mainstream transactions in the propylene market are more than 6900 yuan / ton, with a cumulative upward trend of 16.95% this month. The wide plant operating rate in the downstream propylene market is relatively high, the demand for propylene is stable and upward, and the propylene shipment is smooth. Currently, the propylene inventory is still low, short-term Propylene will still maintain a steady upward trend.

 

Sodium Molybdate

Thirdly, the downstream market is running at a high level, with a positive attitude. The downstream market is firm. One of the important downstream markets, bisphenol a market, is affected by the upstream of downstream PC. It is hard to find the low price in each major market. The “helmet” policy stimulates the upstream of PC market. However, there is no obvious impact on the market of bisphenol A, but most traders hold the attitude of low price. In terms of bisphenol a plant, Sinopec Mitsubishi plant will restart after shutdown, and other major mainstream markets will resume The factory will not offer more downstream devices or long customers. At present, the quotation of bisphenol a market in East China is 9700 yuan / ton, the quotation of bisphenol a market in North China is 9800 yuan / ton, and the quotation of bisphenol a market in Huangshan is 9800 yuan / ton. The downstream resin factory is under normal operation, and the quotation of resin is slightly improved.

 

Future market forecast: in this week’s opening phenol Market, under the favorable situation of tight supply, the cargo holders actively pushed up the market, and then from the recent transaction situation, the downstream has obvious conflict with high price phenol, the downstream procurement enthusiasm is not high, and the market volume is not optimistic. The business agency expects the phenol Market to run steadily in the short term, and expects the reference offer of the market in East China to be 6700 yuan / ton.

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1、 Price trend

 

According to the data monitoring of the business agency: after the festival, the zinc market continued to pick up and rise, but the rise of zinc price slowed down significantly, and the zinc price rose slightly. As of May 19, the spot price of zinc was 17236.67 yuan / ton, up 3.54% from 16646.67 yuan / ton at the beginning of the month. Although zinc still performed strongly in May, the overall upward trend slowed down.

 

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2、 Market trend analysis

 

Zinc stock in LME Market

 

Product inventory increase / decrease time

Zinc 98375-250 May 19

Zinc 98625-350 May 18

Zinc 98975-50 May 15

Zinc 99025-75 May 14

Zinc 99100 – 375 May 13

Zinc 99475-650 May 12

Zinc 100125-50 May 11

Zinc 100175-250 May 7

Zinc 100425-250 May 6

Zinc 100675 – 175 May 5

Zinc 100850 0 may 4

Zinc 100850 3425 May 1

It can be seen from the table that in May, the stock of zinc ingots in LME market fell, the stock of international zinc market decreased, the supply of zinc market was stable, the demand of international zinc market rose slowly, the price of international zinc rose in shock, and the international zinc market recovered, which was good for the domestic zinc market.

 

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Zinc stock in Shanghai market in May

 

Product inventory increase / decrease time

Zinc 53361-477 May 19

Zinc 53838-754 May 18

Zinc 54592-952 May 15

Zinc 55544 629 May 14

Zinc 54915-28 May 13

Zinc 54943 1554 May 12

Zinc 53389 – 177 May 11

Zinc 53566 604 May 8

Zinc 52962-1759 May 7

Zinc 54721-1584 May 6

It can be seen from the table that the stock of zinc ingots in Shanghai futures market decreased after the festival, but the decline of futures stock slowed down significantly, and the stock of domestic zinc market increased, the supply of domestic zinc market was sufficient, and the pressure of supply and demand was relieved. Overall, the domestic zinc market has weakened, and the recovery of zinc market has slowed down.

 

3、 Future prospects

 

Bai Jiaxin, an analyst of business club, thinks that after May Festival, the stock of zinc market in the international market slowly decreased, and the import of zinc market was affected slightly, which is good for the domestic zinc market. In the domestic zinc market, domestic infrastructure projects are still working, and the demand for zinc ingots is increasing, but the price of zinc is rising sharply, the pressure on downstream procurement is increasing, the enthusiasm of downstream customers’ procurement is weakening, and the inventory of zinc market is slowing down; in May, the processing fee of zinc concentrate continues to fall, the enthusiasm of zinc smelting enterprises to start work is declining, and the supply of zinc market is declining. Generally speaking, the rising momentum of zinc market in the future is sufficient, and the main trend of zinc price in the future is still rising, but the rising of zinc price in the future may slow down, and it is expected that zinc price in the future will fluctuate slightly.

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