According to the price monitoring of business agency, the domestic market price of spandex first fell and then rose in August. As of August 27, the average price of spandex 40d specification was 31800 yuan / ton, up 2.25% compared with the beginning of the month, and decreased by 0.31% year-on-year. Spandex manufacturers started about 80% of the start-up, still maintaining a high level. In the second half of the month, with the continuous strengthening of raw material prices and strong replenishment sentiment in the downstream market, spandex prices recovered slightly.

 

Benzalkonium chloride

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

 

20D 30D 40D

Zhejiang 34500-35500 33500-34500-27500-28500

Shandong 35000-36000 34000-35000 28000-29000

Fujian 35000-36000 34000-35000 28000-32000

Jiangsu 34500-35500 33500-34500 28500-32000

Equipment situation of domestic PTMEG manufacturers

 

Enterprise name address capacity (10000 tons / year) remarks

Shanxi 3D and Shanxi Hongdong 5 are in parking, and there is no plan to restart temporarily

Yizheng Dalian Jiangsu Yizheng 4 plant shutdown

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

The load of 4.6 unit in Huaxian, Shaanxi is not high

Henan Nenghua Henan Hebi 6 parking

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

Tunhe River, Lanshan, Xinjiang, Changji, Xinjiang, April 6, July 25, maintenance, parking

The raw material PTMEG market is waiting for consolidation. At the end of the month, the suppliers have strong intention to increase. In terms of price, the mainstream quotation of 1800 molecular weight goods source is 14000-15000 yuan / ton, and the actual negotiation price is 13700-14000 yuan / ton. In terms of devices, 50000 tons of Shanxi sanwei, 40000 tons of Yizheng Dalian and 60000 tons of Henan Nenghua are still in shutdown, and there is no plan to restart. The load of Sinopec Great Wall energy and chemical industry 92000 tons, Shaanxi chemical industry 46000 tons and Xinjiang Meike 50000 tons units is not high, and the 46000 tons plant of Xinjiang Lanshan Tunhe was overhauled on July 25. At present, the PTMEG industry as a whole started about 50% of its operation, so it is cautious to start.

 

Gamma-PGA (gamma polyglutamic acid)

Price statistics of domestic pure MDI market in August (unit: yuan / ton)

 

Regional up and down from August 3 to August 27

South China 13300-13500 15300-15700 2000-2200

North China 13300-13500 15400-15700 2100-2200

East China 13300-13500 15300-15700 2000-2200

In the pure MDI market, since July, Wanhua chemical, kestron, BASF and other companies have announced that their plants have been shut down. The cumulative affected MDI production capacity is 1.1 million tons / year, accounting for 12.4% of the global total production capacity. Under the contraction of supply, factories at home and abroad have raised prices one after another. Wanhua chemical, the world’s largest MDI producer, announced that the listing price of pure MDI in September 2020 would be 18000 yuan / ton, up 1000 yuan / ton compared with August 2020. BASF also announced that it would increase the price of all lupranate MDI products by US $0.12/lb from September 1, 2020 or as soon as the contract allows. As of August 27, the market price was in the range of 15300-15700 yuan / ton, up 2000-2200 yuan / ton compared with the beginning of the month. The supplier controlled the quantity of the goods and continued to pull up the market. The offer stuck to the delivery.

 

In August, some fabrics in the downstream were slightly active, among which the round knitting machine started to rise slightly, maintaining above 40%. At present, the start-up in Haining is fair, and the level of warp knitting market is maintained at 60-70%; Zhangjiagang starts slightly better, orders are slightly followed up, and the start-up level of wrapped yarn is maintained at 60-70%; the overall market in Fujian is generally started, with lace at 30-40% and warp knitting at 60-70%; the construction in Guangdong is stable, and the start-up of circular knitting and warp knitting markets is maintained at 50-80%. “Gold nine silver ten” traditional peak season is coming, the traditional market has recovered, and the overall order growth trend is obvious. In summer, the turnover of thin fabrics continued to decline, and the proofing of autumn and winter fabrics continued to increase slightly, with local increase of orders. Domestic trade orders and foreign trade orders have improved. In terms of foreign trade orders, orders from Europe and the Middle East still account for a relatively large proportion.

 

In terms of the industry, the total retail sales of textile and clothing in July reached 88.9 billion yuan, down 2.5% compared with the same period last year. From January to July, China’s total retail sales of textile and clothing exceeded 595.9 billion yuan, down 17.5% year-on-year. In terms of export, according to the latest statistics of the General Administration of Customs of China, in July 2020, China’s textile and clothing export volume was 31.294 billion US dollars, a month on month increase of 7.79%. Among them, the export volume of textiles (including textile yarn, fabrics and products) was 15.976.9 billion US dollars, down 1.11% month on month; the export volume of clothing (including clothing and clothing accessories) was 15.3175 billion US dollars, an increase of 18.97% on a month on month basis. From January to July, China’s textile and clothing exports amounted to 156.482 billion US dollars, an increase of 5.57% over the same period of last year, of which the cumulative export of textiles was US $90.080.4 billion, with a year-on-year increase of 31.25%; and that of clothing was 66.402 billion US dollars, a year-on-year decrease of 16.58%.

 

Business agency analysts believe that spandex manufacturers better than last month’s shipment, reduce the pressure on inventory, some supplies a little tight. Upstream raw material market pull up atmosphere still exists, cost support increases. Some middlemen and downstream customers have replenishment, but the actual demand of the terminal market is slightly cautious, and the market holds a cautious wait-and-see attitude towards the future market. It is believed that with the advent of the textile peak season, the spandex market is expected to remain warm in the short term.

ferric sulfate (Poly ferric sulphate)

Price list of aluminum ingot

 

povidone Iodine

According to the data of business agency, the average price of domestic aluminum ingot Market on August 27 was 14740 yuan / ton, a decrease of 1.80% compared with the average market price of 15010 yuan / ton at the beginning of the month (August 1), 1.28% higher than the valley value of average market price at the beginning of the year (January 1) 14553.33 yuan / ton, an increase of 31.18% compared with the valley value of average market price in the year (March 24).

 

In August, the price of aluminum ingots fell first and then rose, with a range of 14400-15000 yuan / ton.

 

Analysis of electrolytic aluminum industry chain

 

1. Overview of the upstream and downstream of electrolytic aluminum industry chain

 
2. Rough estimation of social production cost of electrolytic aluminum

 
3. Price trend of electrolytic aluminum industry chain

 

(1) Price trend of aluminum and steam coal in 2020

(2) Price trend of aluminum and aluminum fluoride in 2020

(3) Price trend of aluminum and cryolite in 2020

(4) Price trend of aluminum and caustic soda (related to alumina production) in 2020

 

It can be seen from the above figure that the price of electrolytic aluminum has little correlation with the price of auxiliary materials in 2020, and the major factors affecting the price are mainly reflected in the price changes of raw alumina and the factors of supply and demand.

 

4. The price of raw material alumina is rising

 

In August, affected by the news of another reduction of alumina production in hydro alumina plant in Brazil, the market expectation of alumina price rising was strengthened. The performance of external price was obvious. The price of alumina FOB in Australia was 288 USD / T, up 23 USD / T compared with last week. Domestic alumina prices have recovered slightly at the same time. Manufacturers are generally willing to deliver goods. There are more holding companies and a strong bullish atmosphere in the overall market. The price quoted in the northern market is 2350-2400 yuan / ton, while that in the southern market is 2300-2350 yuan / ton. From the regional perspective, the transaction price of Shanxi alumina is 2360-2380 yuan / ton, Henan’s is 2360-2380 yuan / ton, Shandong’s is 2340-2380 yuan / ton, Guangxi’s is 2320-2360 yuan / ton, Guizhou’s is 2320-360 yuan / ton. The transaction price of Lianyungang alumina is 2380-2420 yuan / ton.

 

New alumina production capacity in August: Guangxi Huasheng New Material Co., Ltd. is expected to produce products in mid August, with a production capacity of 2 million tons / year in phase I; Jinzhong hopes that aluminum industry will implement flexible production, with a current operating capacity of 2 million tons / year.

 

Overview of electrolytic aluminum fundamentals in August

 

Social inventory of electrolytic aluminum increased slightly in August

 

Sodium Molybdate

According to statistics, as of August 20, the domestic electrolytic aluminum social inventory (including SHFE warehouse receipt) totaled 762000 tons, accumulating for five consecutive weeks, an increase of 60000 tons compared with the 702000 tons on July 23.

 

2. Downstream operation in August: strong demand for aluminum foil, general profile, cable and strip

 

In August, aluminum foil consumption peak season, the market demand is strong; the demand for electronic foil, electrode foil and brazing foil has increased steadily; air conditioning foil and double zero soft wrapping foil continue the hot market since June.

 

The production capacity of primary aluminum alloy was increased in August, and the operating rate was slightly increased. The downstream aluminum alloy wheel manufacturers mainly purchased on demand, but failed to increase synchronously.

 

Aluminum strip, aluminum profile, aluminum wire and cable started operation in August, and basically maintained stable operation; due to UHV orders of aluminum cable, the bidding volume was lower than that of the same period last year, and the future market was relatively pessimistic. In terms of aluminum plate and strip, there was a strong demand for building decorative plate strip, can cover material and pull ring material in the early stage, while the automobile plate and strip with weak demand in the early stage recovered in August.

 

Some aluminum industry projects to be built in August

Future forecast

 

At present, the price of electrolytic aluminum is stable and strong, and the future market is expected to continue to maintain.

 

At the raw material end, the overseas production reduction pushed up the alumina price, and the prebaked anode market remained relatively stable. At present, the profit of electrolytic aluminum industry is at a high level. Although there will be a batch of new production capacity to be put into operation this month, the electrolytic aluminum inventory has a slight recovery sign, but the current social inventory is still relatively low. The downstream is about to enter the traditional consumption peak season, and the operating rate has increased slightly, supporting the strong operation of domestic aluminum prices.

http://www.lubonchem.com/

According to the data monitored by the business agency, as of August 26, the average price of domestic rubber grade white carbon black was 4566.67 yuan / ton, and the domestic silica market was stable, with balanced supply and demand, mainly on demand.

 

Potassium monopersulfate

The domestic rubber grade silica market as a whole maintains stable operation. The trading atmosphere is general, the negotiation atmosphere is flat, and the demand is not significantly improved. The downstream just needs to purchase, and the merchants are cautious in taking the goods, and the delivery is slow. At present, the price of fumed silica is about 22000 yuan / ton. The domestic supply and demand of fumed silica are balanced, and the shipment is slow. Changtai Weina factory in Shouguang City, Shandong Province is 5100 yuan / ton Shandong Lihua New Material Co., Ltd. 4600 yuan / ton, Boai Xiangsheng silicon powder Co., Ltd. 4000 yuan / ton.

 

The quotation of upstream hydrochloric acid market manufacturers is stable temporarily, the trading atmosphere is maintained at the early stage level, and the domestic hydrochloric acid market mainly operates stably.

 

Sodium selenite

The chemical index on August 25 was 683 points, up 2 points compared with yesterday, 32.78% lower than 1016 points (2012-03-13), and 14.21% higher than 598 points, the lowest point on April 8, 2020. (Note: period refers to 2011-12-01 to now)

 

Business agency silica analysts believe that: in the short term, the silica market continues to operate stably, and the price changes little. (the above prices are provided by major silica manufacturers all over the country and sorted out and analyzed by business silica analysts for reference only. Please contact relevant manufacturers for more price details.)

Gamma-PGA (gamma polyglutamic acid)

1、 Price trend of epichlorohydrin

 

(Figure: P value curve of epichlorohydrin product)

 

Azodicarbonamide (AC foaming Agent)

2、 Market analysis

 

On August 26, epichlorohydrin was put into operation with high price. As of August 26, the average price quoted by epichlorohydrin enterprises was 10433.33 yuan / ton, up 0.32% compared with the beginning of the week and 7.93% higher than that on July 26, according to the data of the business club. At present, some factories mainly deliver orders, the spot delivery is not pressure free, and the manufacturers offer prices with low intention, strong pulling up mentality, and the downstream small orders just need replenishment. At present, the mainstream quotation of epichlorohydrin market in Huangshan is around 10000-10300 yuan / ton, that in Shandong is around 10000 yuan / ton, and that in Jiangsu is around 10000-10300 yuan / ton. The quotation is for reference only, and the actual price shall prevail.

 

According to the data monitoring of the business agency, the price of epichlorohydrin of some enterprises is summarized (for reference only, the spot price of merchants is subject to the market, and the actual transaction price is mainly negotiated.)

 

Enterprise market price specification date

Zibo tengshuo economic and Trade Co., Ltd. 9900 yuan / ton, excellent products; 99.9% Min: 2020-08-26

Jinan Mingyu Chemical Co., Ltd. 10000 yuan / T national standard 99.9 2020-08-25

Jinan Mingwei Chemical Co., Ltd. 10000 yuan / T premium products; 99.9% Min: 2020-08-24

Jinan aochen Chemical Co., Ltd. $9800 / T premium product; 99.9% Min: 2020-08-24

Jinan planhua Chemical Co., Ltd. 9900 yuan / ton national standard 99.9 2020-08-24

EDTA 2Na

Upstream propylene, on August 26, the price of propylene market in Shandong region fluctuated slightly. According to the price chart of the business agency, the recent price of propylene fluctuated up and down periodically, and the fluctuation price range broke through at the beginning of the month. At the beginning of August, the price was at a high level in the range. Since the end of the week, the price of some enterprises has been slightly up and down. On the 5th, it has been stable. From 6th to 10th, the first round of rising trend of breaking through the range of this month will be started. From the 11th, the price will remain stable, from the 14th to the 16th, the price will be stable. On the 18th, the price will rise partially. Some low-cost enterprises will rise and the price will start on the 19th The price of some enterprises has been slightly up and down today, but most manufacturers are still stable. The market transaction is still between 6950 yuan / ton and 7250 yuan / ton, and the mainstream price is about 6950 yuan / ton. Propylene manufacturers to ship smoothly, inventory without pressure.

 

Downstream epoxy resin, on August 25, the downstream epoxy resin vibrated and adjusted its operation. At present, the price of dual raw materials is stable, the cost support is strengthened, and the spot supply in some regions is tight, and the downstream purchase is mainly on demand.

 

3、 Future forecast

 

Epichlorohydrin analysts of the business club believe that in the near future, the price of raw material propylene is running at a high level, the cost support is strengthened, there is no pressure on the shippers to ship, and the downstream small orders just need to be replenished. It is expected that in the short term, the epichlorohydrin market may be stable, and more attention should be paid to the market information guidance for the specific trend.

EDTA

According to the price monitoring data of the business agency, as of August 26, the reference average price of domestic n-propanol with packaging in mainstream areas was around 11733 yuan / ton. Compared with the price on August 23, the average price was reduced by 500 yuan / ton, or 4.09%. Compared with the price on August 1, the average price was reduced by 170 yuan / ton, or 1.40%.

 

Chitosan oligosaccharide

Since the beginning of August, the overall stability of the domestic n-propanol market has been maintained. At the end of mid August, due to the improvement of n-propanol market demand and the improvement of sales volume in July, the offer of n-propanol in some secondary markets was raised again by 200-300 yuan / T. the ex factory price of domestic n-propanol bulk water was around 10500-11000 yuan / ton, with a high level of 11100 yuan / ton, including packaging price of 11300-12000 yuan / ton It is around 12500 yuan / ton. Subsequently, the overall high-level stable operation of the market, during the period of business offer more firm, more calm news.

 

Near the end of August, the domestic n-propanol market inflection point – the price fell

 

At the end of the day, the lower end of the market was lower than that of the lower end of the day, and the lower end of the market was lower than that of the lower end of the day, and the lower end of the market was lower than that of the lower end of the day, and the lower end of the market was lower than that of the lower end of the market. The lower end of the day was lower than that of the lower end of the market. In terms of the plant: Nanjing Rongxin Chemical Co., Ltd., the normal operation of n-propanol plant, the ex factory bulk water price of n-propanol was 10500 yuan / T, 500 yuan / t lower than a week ago. The normal operation of n-propanol plant in Nanjing NOAO new materials Co., Ltd. was normal, and the ex factory bulk water price of n-propanol was 10600 yuan / T, which was 400 yuan / t lower than a week ago. In terms of secondary market: the reference of ex factory quotation of n-propanol bulk water in Shandong is around 10300-10600 yuan / ton, which is 300-400 yuan / ton lower than a week ago, and the reference of Barrel Factory quotation is 11100-11600 yuan / ton, which is 200 yuan / ton lower than a week ago.

 

In terms of raw materials, the overall market price of ethylene has declined since August, and the current market trading atmosphere is flat. As of August 25, the reference price of ethylene was 681.25, which was 8.03% lower than that on August 1 (740.75). The ethylene price in Europe is temporarily stable. The high price of FD northwest Europe is 559 euro / ton, the low price is 551 euro / ton, and the average price is 555 euro / ton; the average price of CIF northwest Europe is 662 US dollars / ton. In the Asian ethylene market, CFR Northeast Asia quoted 715-725 USD / T, up 5 USD / T compared with the previous day, and CFR Southeast Asia quoted 685-695 USD / T.

 

ferric sulfate (Poly ferric sulphate)

In terms of crude oil, on August 25, the price of WTI crude oil futures market in the United States rose, with the settlement price of main contracts at $43.35/barrel, up $0.73. Brent crude oil futures market prices rose, the main contract settlement price to 46.29 U.S. dollars / barrel, up 0.65 dollars. WTI crude oil and Brent crude oil reached the highest level since March, mainly due to the hurricane, most of the offshore crude oil production units along the Gulf of Mexico were shut down, and supply risk partially offset the impact of the epidemic.

 

Just under the demand of n-propanol after the market more attention to raw materials and supply and marketing situation

 

After the isopropanol market gradually dropped to a high level, the domestic market demand of n-propanol once again entered the stable situation of rigid demand. At present, the domestic market demand is limited, and most of them are contracted users. The trend of n-propanol is mainly affected by the relationship between raw materials and supply and demand. After the current crude oil futures market price rises, the ethylene market of raw material may rise in the near future, thus providing the cost support for n-propanol again. From this perspective, it is possible for the market of n-propanol to stabilize and improve in the near future.

Benzalkonium chloride

Trade name: ammonium chloride

 

Latest price (August 26): 637.5 yuan / ton

 

Analysis points: the market of ammonium chloride dropped slightly. According to the monitoring of business agency, the domestic price of dry ammonium chloride was 637.5 yuan / ton on the 26th, down 0.78% from the previous day. On the one hand, the pressure on the supply side has increased. According to the business agency, the overall operating rate of the combined soda is over 70%, and the inventory of ammonium chloride is gradually increasing. On the other hand, the demand of downstream farmers in off-season is not strong, and the overall market of ammonium chloride is slightly weaker than that in the earlier stage. According to the business agency, the overall industry operating rate of downstream compound fertilizer enterprises is about 60%.

 

After the market forecast, the market of ammonium chloride is expected to be weak in the short term.

Melamine

Price list of aluminum ingot

 

povidone Iodine

According to the data of business agency, the average price of domestic aluminum ingot Market on August 26 was 14786.67 yuan / ton, a decrease of 1.49% compared with the average market price of 15010 yuan / ton at the beginning of the month (August 1); compared with the valley value of average market price at the beginning of the year (January 1), 14553.33 yuan / ton, an increase of 1.60%; compared with the valley value of average market price in the year (March 24), 11230 yuan / ton, an increase of 31.59%.

 

In August, the price of aluminum ingots fell first and then rose, with a range of 14400-15000 yuan / ton.

 

Domestic supply and demand in July

 

Electrolytic aluminum:

 

In July, China’s electrolytic aluminum output was 3.312 million tons, an increase of 1.83% year-on-year. From January to July 2020, the total output of domestic electrolytic aluminum is 21.13 million tons, with a year-on-year increase of 2.76 million tons.

 

Raw material: metallurgical grade alumina:

 

In July, the output of metallurgical grade alumina was 5.699 million tons, and the average daily output of metallurgical grade was 184000 tons, an increase of 0.04% over the same period of last year.

 

Downstream outlet situation:

 

In July 2020, China exported 373000 tons of UN forged and rolled aluminum and aluminum products, with a year-on-year decrease of 23.3%. Note: from January to July, the export of UN forged and rolled aluminum and aluminum products was 2.739 million tons, with a year-on-year decrease of 21%.

Sodium Molybdate

 

Social inventory stabilized in August

 

According to statistics, on August 20, the domestic spot inventory of aluminum ingots was 762000 tons, and the operation range of social inventory this month was between 730000 tons and 770000 tons.

 

Future forecast

 

At present, the price of electrolytic aluminum is stable and strong, and the future market is expected to continue to maintain.

 

At the raw material end, the overseas production reduction pushed up the alumina price, and the prebaked anode market remained relatively stable. At present, the profit of electrolytic aluminum industry is at a high level. Although there will be a batch of new production capacity to be put into operation this month, the electrolytic aluminum inventory has a slight recovery sign, but the current social inventory is still relatively low. The downstream is about to enter the traditional consumption peak season, and the operating rate has increased slightly, supporting the strong operation of domestic aluminum prices.

http://www.lubonchem.com/

Price trend:

 

Sodium Molybdate

According to the data of the bulk list of business associations, the ABS market strengthened in the third week of August, and most spot prices in the market increased significantly. As of Friday, August 21, the mainstream offer price of general-purpose ABS was about 14250.00 yuan / ton, with a weekly increase of 6.34%, which was 10.47% higher than the average price level at the beginning of the month.

 

Factor analysis:

 

As for styrene upstream of ABS, the mainstream domestic styrene price fluctuated slightly in the third week of August. As of last Friday (August 21), the average price of sample enterprises was about 5133.33 yuan / ton, with a weekly decrease of 2.22%, and the price was 39.37% lower than that of the same period last year. In terms of inventory, the short-term oversupply situation has not changed, and the mainstream inventory is still at a high level. The arrival of styrene in port is stable, the warehouse capacity is tight, and the spot selling pressure is huge. On the cost side, crude oil fluctuated in a narrow range, ethylene fell and pure benzene was expected to decline, and styrene cost support weakened. Although the downstream demand is good at present, it is mainly supported by the mainstream downstream rigid demand. It is expected that styrene will be dominated by weak finishing in the near future. The market needs to pay close attention to the trend of crude oil price.

 

In terms of acrylonitrile upstream of ABS, the domestic market has been stable and the domestic market has been in short supply since last month, and the improvement is still small. The main reason for the shortage of supply is that the price is at a high level, the raw materials are rising, the factory is under pressure, and the manufacturers reduce the load operation. Although the market has changed from low to positive, the downstream just needs to buy, stock operation is cautious, merchants actively ship, and the trading situation turns weak compared with the first half of the month. Acrylonitrile market supply reduction problem is still in the near future, the price may be stronger.

 

Chitosan oligosaccharide

The price of butadiene in domestic market was stable at the beginning of August, and the market rose obviously in the middle of August. In Asia and Europe, the external price of butadiene remained stable. Dealers have two attitudes: one is to follow the trend and the other is to keep the price unchanged and wait and see. At present, the market is generally optimistic, but the specific transaction follow-up is insufficient. Downstream synthetic rubber market quotation slightly increased, but obviously insufficient support. Business agency butadiene analysts predict that in the short term, the domestic butadiene market high volatility.

 

In the third week of August, domestic ABS spot supply decreased and the price rose sharply. Although the weakness of upstream styrene has depressed the market mentality to a certain extent, the overall cost support is acceptable, especially the recent high price of butadiene. At present, the operation level of ABS petrochemical plants in China is not as good as that in the early stage. In addition, extreme weather in some ports hinders the arrival of ships and cargoes. Some domestic floods have hindered the production of some polymerization plants, so that the supply situation in the near future is affected by multiple factors. ABS inventory is still at a low level, the spot circulation is tight. At present, businesses have a positive attitude, and downstream factories have turned to be positive in receiving goods. The low price in the market is active and reduced, and the atmosphere of pulling up is strong.

 

Future forecast:

 

Business agency analysts believe: the third week of August ABS market rose sharply, the prices of all brands have a certain range of adjustment. Cost side of the upstream three material recent trend is not the same, but the overall cost of ABS support is acceptable. At present, the shortage of ABS spot supply is increasing, and the downstream attitude towards the reduction of ABS supply has changed from wait-and-see to actively receive goods, and the situation of stock inquiry has increased. The resistance of the merchant to ship is reduced, and the low price order is reduced, and the real single profit making space is not large. It is expected that the domestic ABS price will continue to rise in the near future.

povidone Iodine

1、 Melamine price trend

 

EDTA 2Na

(Figure: P value curve of melamine product)

 

2、 Market analysis

 

Recently, the melamine market is mainly stable and weak. According to the monitoring sample data of business agency, as of August 25, the average price quoted by melamine enterprises was 5533.33 yuan / ton, which was flat compared with August 21 and increased by 9.21% compared with July 25.

 

On August 21, the average price quoted by melamine enterprises was 5533.33 yuan / ton. The downstream demand was flat, the manufacturers’ shipment was under pressure, and the high-end prices in some markets were loose, and the market was mainly stable. On the 25th, the melamine operating rate was high, downstream demand did not significantly improve, the market atmosphere was light, the quotation of enterprises was mainly stable, some enterprises’ prices were down, and the market situation of melamine was stable.

 

According to the data monitoring of the business agency, melamine prices in some regions (for reference only, the actual transaction price is mainly through negotiation): the price of melamine in some areas is higher than that in other regions

 

Regional remarks on August 21 to August 25

Factory quotation of 5500 yuan / ton and 5500 yuan / ton in Shandong

Ex factory quotation of 4900 yuan / ton and 4900 yuan / ton in Xinjiang

Ex factory quotation of RMB 5300 / T in Sichuan

Ex factory quotation of 5300 yuan / ton in Henan Province

EDTA

For upstream urea, according to the monitoring sample data of business agency, the price of urea in Shandong Province dropped slightly (8.17-8.21) this week, and the quoted price dropped from 1766.67 yuan / ton at the beginning of the week to 1743.33 yuan / ton at the end of the week, down 23.34 yuan / ton or 1.32%, and 4.65% compared with the same period last year. On the whole, the urea market fell slightly this week, and the urea commodity index on August 21 was 81.09. On August 24, the urea market in Shandong Province dropped slightly. The upstream liquid ammonia dropped slightly recently. The cost support was general, and the downstream demand was general. The rubber plate factory and compound fertilizer plant followed up appropriately, and the middlemen were cautious in receiving the goods.

 

3、 Future forecast

 

Melamine analysts in the business agency believe that in the near future, the price of raw material urea has fallen slightly, the cost support has been weakened, and the melamine operating rate is high, but the downstream demand is weak. It is expected that in the short term, the melamine market will be stable and weak.

Melamine

According to the data monitored by the business agency, as of August 25, the price quoted by pet water bottle manufacturers was 5466.67 yuan / ton, and the price of mainstream manufacturers was around 5400-5500 yuan / ton. The East China region maintained the sorting out, and the downstream was cautious to wait and see, and just needed procurement was the main thing.

 

Gamma-PGA (gamma polyglutamic acid)

In recent years, pet operation is weak, the demand is general, the negotiation atmosphere is low, and just need purchasing is the main trend. At present, the mainstream manufacturers in East China offer around 5400-5500 yuan / ton, and the mainstream market negotiation is around 5300-5400 yuan / ton. At present, the price of Xiamen Tenglong is 5400 yuan, Yuan / ton Guangdong Taibao 5400 yuan / ton, Zhuhai China Resources 5400 yuan / ton, Zhejiang wankai 5400 yuan / ton, Yizheng Chemical fiber 5350 yuan / ton, most of them are cautious and wait-and-see attitude.

 

The negotiation of upstream PTA market is stable, the transaction atmosphere is general, and the demand is poor.

 

Azodicarbonamide (AC foaming Agent)

On August 24, the rubber and plastic index was 631 points, up 2 points compared with yesterday, 40.47% lower than 1060 (2012-03-14), and 19.51% higher than the lowest point of 528 on April 06, 2020. (Note: period refers to 2011-12-01 to now)

 

On August 24, PTA commodity index was 35.07, which was the same as yesterday, decreased by 66.25% from 103.92 (2011-09-15), and increased by 16.55% from the lowest point of 30.09 on April 22, 2020. (Note: period refers to 2011-09-01 to now)

 

Pet analyst of business club thinks: in the short term, the pet market shocks and arranges, weak operation. (the above prices are provided by major pet manufacturers all over the country and analyzed by pet business analysts for reference only. Please contact relevant manufacturers for more price details.)

Melamine