According to the data monitored by the business community, the PP market adjusted in the second week of May, and the spot prices of various brands rose and fell with each other. As of May 14, the mainstream offer price of T30S (wire drawing) for domestic manufacturers and traders was about 8866.67 yuan / ton, up 2.11% from the average price at the beginning of the month and 17.70% from the same period last year.

Cause analysis

The domestic market trend of PP upstream propylene has recovered steadily in the near future. In the second half of last month, the price of propylene fell and stabilized at the end of the month. After the festival, spot prices began to rise by 50 yuan / ton for several days. Propylene fell in the US market on July 7, and Asian propylene prices remained stable, which may have a negative impact on the propylene market. At present, the propylene market has no pressure on inventory, some units are still under maintenance, and the supply is slightly tight. The terminal operation rate is acceptable. However, the crude oil market has a large decline this week, and propylene is expected to remain stable.

The recent PP raw material propylene market trend is stable after rising, PP cost side support is enhanced. The current market takes on the historical high load of domestic polypropylene enterprises in the first quarter, and the industry competition is strengthened, as well as the previous production line is put into operation, and the supply and demand contradiction in the market is revealed. Affected by the recent centralized maintenance of polymerization plant production line, and the development of environmental protection inspection in some provinces and cities, the situation of high load in PP industry was opened, and the market supply began to shrink. This week, PP’s domestic two oil inventory decreased by about 5.4% compared with last week, and the overall domestic inventory decreased by about 4.5% compared with last week. However, the downstream customers are limited to buy the goods, so they usually take the strategy of taking the goods carefully. In addition, the impact of national policies on futures also affects the mentality of the spot market.

In terms of fiber materials, according to the data monitored by the business society, as of May 14, the mainstream offer of domestic producers and traders Z30S (fiber) was similar to that of wire drawing materials, with the price of about 9016.67 yuan / ton, an increase of 2.27% compared with the average price at the beginning of the month, and an increase of 14.38% compared with the same period last year. This week, the market performance of fiber material is similar to that of wire drawing material, and the production scheduling is significantly lower than that of wire drawing material. The proportion of production scheduling in this week is reduced by 2.17%. At present, the demand for fiber PP is stable, and the direct downstream spunbonded non-woven industry is still competitive. The terminal enterprise’s replenishment intention for raw materials is not high. The rise of fiber materials also benefited from the tight supply market in the maintenance season.

Meltblown materials, this week meltblown PP market basically stable operation, spot prices remain stable at 10000 yuan level. As of May 14, the average quotation of pph-y1500 sample enterprises monitored by the business community was about 10833.33 yuan / ton, and the price range of imported materials was about 12000 yuan / ton. At present, the domestic epidemic situation is generally stable, and the situation of saturated demand for medical protective equipment is relatively stable. In terms of overseas epidemic situation, the epidemic situation in some Asia Pacific countries has gradually deepened in the near future, which may increase the epidemic prevention pressure of surrounding countries and regions in the future. At present, from the perspective of market performance, there is no obvious pulling effect on meltblown material market. At present, the saturation of domestic melt blown fabric manufacturing market remains unchanged, and it is expected that melt blown PP market will continue to be stable.

Future forecast

Business community PP analysts believe that: in the second week of May, the domestic polypropylene industry is in the peak maintenance season, and there is a supply side advantage of tight supply. The propylene price at the cost side gradually recovered, which strengthened the support for PP cost side. In the medium and long term, the current production plan of Jinneng technology and other enterprises may affect the future spot price of PP. Demand performance is still poor, downstream goods take cautious attitude unchanged, the actual trading weakness. It is expected that in the short term, the price of PP will fall due to the lack of demand kinetic energy.

1、 Price trend

According to commodity data monitoring, the price of Yunnan Guizhou yellow phosphorus decreased slightly this week. The average price of yellow phosphorus was 17733.33 yuan / ton last Friday and 17633.33 yuan / ton this Friday. The price was reduced by 0.56% within the week.

2、 Market analysis

This week, the overall trend of domestic yellow phosphorus market was slightly down, yellow phosphorus Market inquiry was general, and traders’ wait-and-see mood was obvious. Downstream customers mainly purchase on demand, and the price has declined. Up to now, the mainstream price of yellow phosphorus in Yunnan is about 17500-17700 yuan / ton; The mainstream price in Sichuan is about 17400-17700 yuan / ton; The mainstream price in Guizhou is about 17700 yuan / ton. In recent years, temporary power rationing in Yunnan has resulted in a slight rebound of yellow phosphorus in some areas of Yunnan.

In terms of phosphate rock, the price of phosphate rock of Guanglong Mining Co., Ltd. in Kaiyang, Guizhou, was stable this week. The ex factory price of 30% grade phosphate rock was 420 yuan / ton, and there were few new orders. Fuquan Huifa mining phosphate rock price dynamics, 30% grade phosphate ore quoted 420 yuan / ton, the price is stable, the current enterprise supply and demand is basically normal. The price of phosphate rock in Hebei Fanshan Phosphate Rock Co., Ltd. is stable. The ex factory price of 30% grade phosphate rock is 600 yuan / ton, which is basically the same as the price a week ago. At present, the supply and demand are basically normal.

In terms of coke, at present, the price of coking coal continues to be high, the supply of coke is tight, the downstream demand is better, and the coke market is expected to be still relatively strong in the short term under the triple positive support. Up to now, the market price of grade II metallurgical coke in Liupanshui coke market is 2520 yuan / ton. In the coke market of Tangshan, Hebei Province, the mainstream price of secondary metallurgical coke is 2680 yuan / ton, and that of quasi primary metallurgical coke is 2730 yuan / ton, up 100 yuan / ton from the previous trading day and 700 yuan / ton from the same period last month. The seventh round of increase of coking enterprises is basically implemented. Tangshan steel enterprises have strong intention to replenish the stock, and the market is bullish. Coking enterprises have a positive attitude and are optimistic in the future.

The downstream phosphoric acid market is relatively stable this week with little fluctuation. As of May 14, the quotation in Sichuan is about 4900-5650 yuan / ton, that in Yunnan is about 5200 yuan / ton, that in Beijing is about 4800 yuan / ton, that in Hubei is about 5200-5500 yuan / ton, that in Tianjin is about 5900 yuan / ton, and that in Hebei is about 5800 yuan / ton, The quotation in Henan Province is about 5500 yuan / ton, and the price of phosphoric acid fluctuates little.

3、 Future forecast

Yellow phosphorus analysts from chemical branch of business society believe that the price of yellow phosphorus will be slightly reduced this week. There is a strong wait-and-see mood in the downstream market, and the enthusiasm to take the goods is not high. Due to the increase of coke price and the recent temporary power restriction in Yunnan, yellow phosphorus rebounded slightly in some areas. However, abundant water is approaching, and it is expected that the price of yellow phosphorus will be stable in the short term.

According to the data of business agency, the average price of silver market in the early market on May 14 was 5445.33 yuan / kg, which was 0.87% in the day, up 4.20% compared with the average price of spot market in the early market at the beginning of May 1, 5321.67 yuan / kg; Compared with the beginning of the year (01.01), spot price of silver was 5550 yuan / kg, down 0.08%.

On May 14, spot price of gold was 379.5 yuan / g, up 0.13% in the day, up 2.85% compared with the average price of the spot market in the early market of early market in early may (5.1); Spot gold price was 392.70 yuan / g, down 3.36% compared with the beginning of the year (01.01).

Expected overdraft excess precious metal up weak

In the past half of the year, the demand for gold investment has been weakening, but the decline has slowed down; In April, the total position of global gold ETF decreased by 18.3 tons (about US $1.1 billion, and the asset management scale decreased by 0.5%), and the stock losses for several consecutive months have made the global gold ETF asset management scale fall by more than 20% compared with the highest gold price in August 2020.

But the trend of net purchase of central bank gold is postponed; In the first quarter of 2021, the global central bank realized 95.5 tons of net purchase gold, down 23% year-on-year, but increased by 20% on month, which is equivalent to the quarterly net purchase amount between 2016 and 2017.

In theory, gold is the latest choice to resist inflation. However, due to the sharp rebound at the bottom of March April last year, the investment demand is overdrawn in advance, the gold price is in the long-term profit settlement, and the high level is callback. At present, it basically enters the platform fluctuation range of multi empty holding. The sharp jump of gold price is still waiting for the gold investment demand to recover again, and the current trend is not obvious.

According to the monitoring data of the business community, half a month after the sharp rise of hydrogen peroxide in April, the market started a weak decline, and hydrogen peroxide rose by 3.22% in April as a whole. After May Day, hydrogen peroxide continued to decline. In the week of May 11, the rigid demand of terminal increased, and hydrogen peroxide started to rise. It rose for three consecutive days, with an increase of 6.25%.

According to the monthly rise and fall chart of hydrogen peroxide from January 2020 to April 2021, in the first five months of 2020, hydrogen peroxide dropped for four consecutive months. In the first four months of 2021, hydrogen peroxide showed relatively strong performance. From January to February, hydrogen peroxide fell for two consecutive months, with a large decline. The maximum decline was 21.71% higher than that of 2020. From March to April, it rose for two consecutive months, with an increase of nearly 10% in March and 3.22% in April. After the May Day holiday, hydrogen peroxide was weak, and this week opened a rising mode, with an increase of more than 6%.

On May 13, some domestic hydrogen peroxide manufacturers quoted as follows:

Luxi Chemical hydrogen peroxide quoted 1030 yuan / ton, 100 yuan / ton higher than that in early May; Hebei Zhengyuan chemical fertilizer hydrogen peroxide quoted 1000 yuan / ton, the price increased by 40 yuan / ton; Anhui Quansheng chemical hydrogen peroxide quoted 1200 yuan / ton, the price increased by 50 yuan / ton; Hunan Shuangyang high tech chemical hydrogen peroxide quoted 1200 yuan / ton, stable.

Terminal rigid demand increases, hydrogen peroxide rises again

In the middle of April, due to the increasing demand of terminal paper industry and the shutdown and maintenance of Hydrogen Peroxide Plant of Anhui Quansheng, the hydrogen peroxide plant had low inventory and tight supply, so the ex factory price was continuously increased. Hydrogen peroxide staged a wave of rising sentiment, rising for half a month, and then gradually callback. After May Day, the performance of hydrogen peroxide was not good. In the week of May 11, the purchase of hydrogen peroxide terminal paper industry increased, hydrogen peroxide made efforts again, and the rising trend restarted. Hydrogen peroxide enterprises continued to raise the ex factory price, and the average price of hydrogen peroxide Market exceeded 1000 yuan, or more than 6%.

On May 13, the price index of hydrogen peroxide and corrugated paper was 158.07, up 4.93 points from yesterday, down 35.74% from the highest point 246.00 in the cycle (October 21, 2019), and up 46.99% from the lowest point 107.54 on January 29, 2019（ Note: period refers to the period from January 1, 2017 to now

After the May Day holiday, the price of corrugated paper is temporarily stable, but with the cancellation of nine dragon paper preferential policies, the price of base paper in some areas has slightly increased. But recently, with the recent rise in the price of waste paper raw materials, corrugated paper prices showed an upward trend. The paper industry has a high enthusiasm for purchasing hydrogen peroxide, and the hydrogen peroxide Market is getting better and rising continuously.

Li Bing, hydrogen peroxide analyst of business news agency, thinks: the market of terminal paper industry is improving, and the rigid demand is increasing, so there is still room for hydrogen peroxide to rise in the future.

Price trend

According to the data monitoring of business association, the price of acetic anhydride finally reached the top in May, and the price of acetic anhydride fell in May. On May 12, the price of acetic anhydride was 12000.00 yuan / ton, down 333.33 yuan / ton or 2.70% from 12333.33 yuan / ton on May 1.

Acetic acid price trend

As can be seen from the price trend chart of acetic acid, the price of acetic acid fluctuated and fell by 1.25% in May. After the Spring Festival, the price of acetic acid continued to rise by 60%. The price of acetic acid continued to rise because of the positive stimulation. After the May Festival, the positive support of acetic acid was not there, and the price of acetic acid fluctuated and fell.

Specific value index of acetic acid and acetic anhydride

According to the monitoring of business news agency, the commodity price index of acetic acid and acetic anhydride on May 11 was 140.75, up 1.75 points from yesterday, down 4.47% from the highest point 147.34 (2021-04-11) in the cycle, and up 101.82% from the lowest point 69.74 on August 4, 2016（ Note: period refers to the period from January 1, 2015 to now). The price of acetic acid fluctuated and fell, which was bad for acetic anhydride market.

Market summary and future forecast

Bai Jiaxin, acetic anhydride data analyst of business news agency, believes that after the May Day holiday, the price of acetic acid fluctuated and fell, the positive support of acetic acid was not available, and the cost of acetic anhydride decreased. Due to the historical high price of acetic anhydride, the downstream customers of acetic anhydride had a greater resistance to high price of acetic anhydride, and the downstream enterprises of acetic anhydride stopped work more under the cost pressure, and the demand for acetic anhydride was insufficient, the positive support of acetic anhydride was not available, and the price of acetic anhydride fell. Acetic anhydride price is expected to fall in the future.

Trade name: br 9000

Latest price (May 10): 12310 yuan / ton

Key points of analysis: according to the monitoring of business news agency, the domestic price of cis-1,3-polybutadiene rubber was 12310 yuan / ton on the 10th, up 0.74% from the previous day. On the one hand, Shunding manufacturers increased, leading businesses offer up. According to the monitoring of the business association, the ex factory price of cis-1,4-polybutadiene rubber increased by 200 yuan / ton on May 10. As of May 10, the ex factory price of Qilu cis-1,4-polybutadiene rubber of Sinopec North China sales branch was 12200 yuan / ton; On the other hand, the price of Shanghai Rubber rose sharply after the festival, driving the bullish atmosphere of rubber ring. According to the business news agency, as of the close of May 10, the closing price of HuJiao 09 contract was 14595 and the settlement price was 14545, up 4.45% from 13925 yuan on April 30. Positions increased from 220762 at the end of April to 235895 at the end of May 10.

Future forecast: the rise of Shanghai rubber has more impact on cis-1,4-polybutadiene rubber. In addition, the recent maintenance of cis-1,4-polybutadiene enterprises has increased compared with the previous period, and the supply side has decreased. It is expected that the price of cis-1,4-polybutadiene rubber will stop falling and rise in the future.

1、 Trend analysis

As shown in the figure above, after the spot copper price broke through the high of 70000 in February, it rose sharply again two months after horizontal consolidation. On May 7, the spot copper price was 74213.33 yuan / ton, reaching a new high since 2011, approaching 75000 yuan / ton. As of the night of the 7th, Luntong reached an all-time high of $10435 per ton, while Shanghai copper reached a new high of $75780 per ton in the past decade. Since the beginning of this year, spot copper has increased by 28.05%%, 72.49%%, approaching the highest price of 74900 yuan / ton on February 15, 2011.

Liquidity is abundant, US dollar declines

Abundant liquidity is indeed an important reason for the sharp rise of commodities in this round. In 2020, some central banks will launch unprecedented monetary easing policy and active fiscal policy, and China’s central bank will further support domestic economic recovery through precise monetary policy. In addition, the US Federal Reserve’s rapid interest rate cut, revised policy framework and improved inflation tolerance have driven the US dollar to weaken significantly, and global commodity prices have risen, with which copper prices have risen.

Lack of mining investment and decline of copper production

The epidemic disrupts the trade flow in the short term, and the lack of mining investment is bound to lead to a shortage of supply in the market. Chile’s lower house of parliament approved a measure on May 6 to impose a progressive tax on copper sales, which may cause more than 80% of the total burden, almost double that of neighboring Peru and parts of Canada, boosting copper prices. This could lead to stagnation in investment in Chile. Chile accounts for more than a quarter of global copper supply. Capital expenditure on copper mining will only increase slightly this year, from US $15.2 billion in 2020 to US $16.2 billion, and will remain at this level in the next two years.

Chile’s copper production in March was the 10th consecutive month of decline. Copper production fell 1.3% in March to 491.72 million tons, affected by new restrictions on transportation and Commerce after the summer vacation in the southern hemisphere. Chile’s copper production fell 2.2% year-on-year in the first quarter of 2021 to 1.4 million tons, according to the National Bureau of statistics.

Carbon emission reduction increases copper demand

The green revolution of electric vehicles and renewable energy also boosted the growth of copper demand, and the green transformation also required more copper as a strong electric conductor. Copper is a key component of sustainable technologies, including electric vehicle batteries and derived clean energy. As the deadline for the Paris Agreement approaches, the political and economic impetus to promote renewable energy and green technology is growing. Compared with the traditional power generation and automobile fuel, electric energy is the best medium carrier in all energy sources, and the input, storage and output of electricity cannot be separated from the most mature and cost-effective conductor material copper. The carbon emission reduction measures at both the power generation end and the power consumption end will promote the use of copper

LME copper stocks continue to decline

LME copper inventory continued to decline, and the current copper inventory level is at a relatively low level.

The transmission of global currency over issuance and the mismatch between supply and demand lead to the rising copper price. Whether the copper price can continue to rise depends on the following factors:

Latest non agricultural data

The U.S. Department of Labor reported on Friday that the U.S. non farm employment data in April was shockingly poor. The number of non farm employment increased by 266000, the unemployment rate reached 6.1%, and the income increased by 0.7%. All this shows that there is a lack of growth in low skilled jobs. Taking into account the fact that the number of people in the past two months has dropped by 78000, the figure in April is particularly weak.

The production capacity of the mine that has been put into production has increased, and the copper production may increase

COVID-19 has affected the production of copper in some countries, but this year, benefiting from the capacity increase of the recently launched mines, global production is expected to grow by 3.5%. This year and next, the large-scale copper mines put into operation include kamoa kakula in the Democratic Republic of Congo, quellaveco in Peru, Spence SGO in Chile (already put into operation) and Quebrada Blanca qb2, as well as udokan in Russia. In addition, many small and medium-sized copper mines will be put into operation. ICSG predicts that in 2022, with the increase of production capacity of Mines put into operation this year, the commissioning of new projects and the expansion of old mines, as well as the continuous improvement of epidemic situation, the global output is expected to achieve a growth of about 3.7%.

In terms of refined copper, this year and next, with China and the Democratic Republic of Congo fully recovering from the global blockade and continuous negative impact, the global refined copper production will achieve an annual growth of 3%. It is estimated that by 2021 and 2022, the output of primary electrolytic refining (from concentrate and hydrometallurgy SX-EW) in the world will increase by 2.9%, of which the growth rate of hydrometallurgy output is relatively low, with the growth rate of 0.6% in 2021 and 2.2% in 2022.

There is a certain seasonal regularity in copper

Historically, if divided by quarter, the current price difference of copper and aluminum usually appears relatively low in the first quarter, relatively high in the second quarter, and in the third and fourth quarters, it is in the stage of strength adjustment; From the perspective of month, the price difference between futures and cash tends to rise from February to may, weakens from May to July, remains relatively strong from August to October, and weakens again from November to January. In fact, this law is dominated by the traditional low and peak season factors of copper market.

Phasing out economic stimulus

China is the world’s largest consumer of industrial metals. Last year, economic stimulus measures and infrastructure spending to stimulate the economy led to a 38% increase in copper imports. Analysts said that China could gradually withdraw from the economic stimulus measures, which could cool the copper market in the coming months. Once the inventory of industrial enterprises tends to be stable, coupled with the slowdown of China’s credit, it may lead to a correction of copper prices.

Difficult for downstream enterprises

The continuous rise of copper price makes it difficult for processing enterprises to do so. Affected by the high copper price, the demand for some copper materials, orders for copper poles and wires and cables decreased significantly. Research shows that high copper prices have forced cable companies to delay delivery or stop some production lines due to financial pressure. The price difference of refined copper and scrap copper is high, which has reached about 3015 yuan / ton. The demand for raw materials for smelting and processing of recycled copper is strong, and the supply of scrap copper is tight. Because it is in the peak consumption season, the growth of white household appliances consumption supports the demand for copper tubes, while new energy vehicles and electronic industries also drive the sales of copper strips and copper foil.

At present, in the traditional peak season of the second quarter, domestic nonferrous downstream processing enterprises are faced with a sharp rise in raw material prices. Meanwhile, some enterprises have not yet fully purchased their own orders. Faced with the soaring raw material costs caused by the rapid rise in nonferrous metal prices and the insufficient bargaining power of some downstream products, the rise in raw material prices will undoubtedly weaken the serious profitability of enterprises, Bring adverse effects on business operation

Comparison of spot copper price trend chart in 2011

To sum up, due to the mismatch between supply and demand and loose funds, the copper price soared to a high level in more than a decade. According to the seasonal pattern of copper, may is still the peak demand season, but the latest non-agricultural data of the United States is poor, which affects the market confidence to a certain extent. The country may stabilize the commodity prices and withdraw from the monetary easing policy, and the downstream may slow down due to high price procurement. In May, the copper price is still strong, but compared with the copper price in 2011, it may continue to rise strongly or have greater pressure. It is expected that the copper price will mainly fluctuate from a high level in May.

Melamine market rose sharply in April, and continued to rise since May, reaching a new high. According to the monitoring sample data of the business community, as of May 7, the average price of melamine enterprises was 14900 yuan / ton, up 2.76% compared with the previous trading day, up 55.48% compared with April 7, and up 106.94% over the same period in three months.

The supply and demand pattern of the market has not changed much, and the market is running at a high level

Since May Day, the upward trend of market prices has been obvious, the export market has performed well, domestic trade is just needed, supported by orders waiting to be issued in the early stage, the enterprises have no pressure on sales and inventory, the tense situation of spot supply continues, and the quotations of enterprises continue to rise.

Upstream urea, May 7, Shandong urea market temporarily stable. In the aspect of demand, agricultural demand is mainly sporadic procurement; The start-up load of downstream compound fertilizer and rubber sheet plants increased slightly, and most of them followed the market. Supply side: at present, the operating rate of urea enterprises is about 70%, with a decrease, and the daily output is about 150000 tons. Urea plant maintenance, supply side tightening.

According to the price monitoring of business community, in April 2021, there were 51 kinds of commodities in the list of commodity price rise and fall, among which there were 30 kinds of commodities with an increase of more than 5%, accounting for 32.6% of the number of commodities monitored; The top three commodities were melamine (34.28%), acetic anhydride (31.91%) and acetic acid (29.83%). A total of 31 kinds of commodities decreased month on month, and 15 kinds of commodities decreased by more than 5%, accounting for 16.3% of the number of commodities monitored in the sector; The top three products were formic acid (- 18.44%), aniline (- 17.86%) and n-propanol (- 16.17%). The average rise and fall this month was 3.19%.

Melamine analysts of business news agency believe that the price of upstream urea is temporarily stable, and the impact of cost is limited. With the price of melamine rising to a high level, the downstream procurement has slowed down. However, enterprises are waiting for support, and there is no pressure in the short term. It is expected that the melamine market will mainly run at a high level in the short term, and the specific trend needs to pay more attention to the market information guidance.

On May 6, 2021, in the price rise and fall list of fluorine chemical industry, there are 0 kinds of commodities that rise, 4 kinds of commodities that fall, and 3 kinds of commodities that rise or fall to 0. Products falling include fluorite, hydrofluoric acid, aluminum fluoride and chloroform; Stable products include R134a, R22 and cryolite.

On May 6, the market price trend of fluorine chemical raw materials declined slightly. The price of raw fluorite was 2655.56 yuan / ton, and the price trend of fluorite declined. Recently, some domestic fluorite plants were generally started, and the in site mines and flotation parking devices were gradually started. The supply of fluorite in the in site increased. However, in the near future, the downstream market was mainly stable, and the fluorite price declined slightly. As of June 6, the price of fluorite in Jiangxi was 2500-2700 yuan / ton, and that in Inner Mongolia was 2400-2500 yuan / ton. It is expected that the price of fluorite will continue to fall in the future.

In the near future, the price of downstream refrigerants is mainly stable, and the operating rate remains low. The demand for hydrofluoric acid is general. However, due to the increase of on-site supply, the price trend of hydrofluoric acid market drops slightly. As of June 6, the quoted price of hydrofluoric acid market is 10522.22 yuan / ton. Recently, the price trend of hydrofluoric acid market drops slightly, and the operating rate of domestic hydrofluoric acid is less than 60%, Enterprises reflect that the current supply of hydrofluoric acid spot goods on the floor is normal. Recently, the market of goods on the floor is general, and some enterprises have stable ex factory prices. Up to now, the mainstream of hydrofluoric acid negotiation is 9500-10500 yuan / ton. However, people on the floor reflect that the hydrofluoric acid market may have a downward trend in the near future, and Chen Ling, an analyst of the society of health, believes that the market of hydrofluoric acid may fall slightly.

The price trend of aluminum fluoride products dropped slightly. The market supply was normal and the trading market was general. The quotation of aluminum fluoride of Zhengzhou Zerun energy and Chemical Co., Ltd. was 8500 yuan / ton. The overall market supply of aluminum fluoride was sufficient, and the overall price trend of aluminum fluoride Market declined slightly.

In recent years, the price trend of trichloromethane in Shandong Province has declined, and the overall demand of the downstream market has declined. The demand for trichloromethane is general. With the demand procurement in the downstream market, the price trend of trichloromethane market has fallen. At present, the domestic price of chloroform is 3850-4000 yuan / ton. On the one hand, the demand for downstream refrigerants is general, the shipment of chloroform is poor, and the demand side has declined; On the other hand, cost support has weakened.

In recent years, the price trend of domestic cryolite is temporarily stable, the operation of the plant is stable, and the supply is normal. The domestic negotiation price is about 6500-7000 yuan / ton, and the actual transaction price is mainly negotiation. In general, the recent market of fluorine chemical industry is general, and it is expected that the trend of fluorine chemical industry will remain volatile in the later period.

In the near future, the price trend of downstream refrigerant R22 is temporarily stable, the price trend of raw material trichloromethane is stable, and the cost support is strong. In the near future, the downstream is mainly purchased on demand, the demand side changes little, and the market center remains high. As the price trend of hydrofluoric acid is mainly stable, the price of some affected refrigerants is temporarily stable. Refrigerant R134a price trend has an upward trend, the market is strong operation. In the near future, the start-up in the downstream remained low, but the raw material support was strong, and the refrigerant market was temporarily stable.

In April, the domestic ethanol market dropped significantly. According to the sample data monitored by the business community, the domestic ethanol market price was 7012 yuan / ton on April 1, and the domestic butadiene market price was 6637 yuan / ton on April 30, with a decrease of 5.35% and a year-on-year increase of 18.79%.

The market situation of each region was weak, the market situation of northeast, East China and Henan was low, the honey ethanol market of South China and Guangxi was on the sidelines, the ethanol market of Dongguan was weak, the turnover of Anhui was light, the turnover of Sichuan was weak, and the ethanol market of Yunnan was down.

From the perspective of raw material corn, the raw material corn market went down this month, the grass-roots grain in Northeast China was undercut, some farmers were busy with spring ploughing and had no time to sell grain, in addition, the natural dry grain was not in a hurry to ship, the early output tide had ended, the periodic circulation reduction continued to boost the market, and the short-term market was supported by the bottom. At the same time, corn imports increased significantly year on year. From the demand point of view, the ethyl acetate enterprises were under started, the demand for other chemical industries did not increase significantly, the recovery of terminal enterprises was general, and the downstream procurement was mainly just needed due to the approaching holiday this month.

Logistics prices rose slightly this month. By the end of the month, the price from Jilin to Shandong was 300 yuan / ton, while that from Heilongjiang to northern Jiangsu was 400 yuan / ton. Shipping from Thailand to East China will be reduced by US $2-4 per ton.

Latest price trends of ethanol market in different regions:

Region, category, price

Henan Province Top grade 6850-6880 yuan / ton, tax included

Henan Province Anhydrous ethanol 7400-7650 yuan / ton including tax

Hebei Province General level 7450-7500 yuan / ton

Hebei Province No water in coal 8100-8150 yuan / ton

Heilongjiang area General grade of corn alcohol 6300-6400 yuan / ton including tax

Jilin area Ordinary alcohol 6650 yuan / ton including tax

Guangxi region Honey alcohol 7150-7200 yuan / ton

Guangxi region Cassava alcohol 6700-7000 yuan / ton

Guangxi region Anhydrous ethanol 7450-7500 yuan / ton

Guangdong area Cassava alcohol About 7150-7200 yuan / ton

Guangdong area Anhydrous cassava ethanol About 7550-7800 yuan / ton

Shandong Province General level 6450-6550 yuan / ton

Shandong Province Superior grade of corn 6850-7400 yuan / ton

Shandong Province Corn without water 7300-7400 yuan / ton

Southern Jiangsu General level 6600-6700 yuan / ton

Northern Jiangsu General level 6650 yuan / ton

Anhui Province Cassava general grade About 6450-6500 yuan / ton

Anhui Province anhydrous About 6450-6500 yuan / ton

Sichuan area Corn alcohol About 7500-7600 yuan / ton, including tax

Yunnan Province Molasses alcohol About 6900 yuan / ton

Yunnan Province Cassava alcohol About 6900 yuan / ton

With the increase of logistics price, the price of low-cost goods in Northeast China to consumer areas has no advantage. But at present, most corn ethanol enterprises have lost money. Business community ethanol analysts expect that under the influence of short-term market supply exceeding demand, the price will be weak and the domestic ethanol market will be volatile.