On August 16, the price trend of domestic fluorite was temporarily stable. The average price of domestic fluorite was 2768.75 yuan / ton. The on-site fluorite trading situation was general. The mines were generally started under the influence of environmental protection inspectors. The price of fluorite raw ore remained high, and the flotation cost of the concentrator was still supported. However, the downstream hydrofluoric acid market trend declined. The recent commencement of fluorite units in the North was relatively normal. In addition, the on-site supply was slightly tight, and the on-site fluorite price remained high. The mainstream price of fluorite in the field negotiation is temporarily stable. The price of 97 fluorite wet powder in Inner Mongolia is 2550-2650 yuan / ton, the mainstream price of 97 fluorite wet powder in Fujian is 2700-2750 yuan / ton, the price of 97 fluorite wet powder in Henan is 2700-2750 yuan / ton, and the price of 97 fluorite wet powder in Jiangxi is 2700-2800 yuan / ton. The downstream refrigerant market trend is sluggish, and the fluorite supply in the field is relatively tight. It is expected that the domestic fluorite price trend will be stable.

On August 15, the average price of TDI in East China was 16925 yuan / ton, an increase of 1.96% over the previous working day, and the market was up. The TDI unit of kostron in Germany encountered force majeure, the domestic factory’s guiding price was increased, the supplier’s attitude toward the market was obvious, the export demand increased, the offer of the goods holders increased, some of the goods holders temporarily did not offer, the domestic downstream demand was not significantly improved, a small number of just needed inquiries, and there was resistance to the high price. The operators were cautious about entering the market, and the supply and demand in the market were in a game. The future market focused on the downstream demand changes. At present, the quotation range of dealers in East China is about 16500-16700 yuan / ton for domestic goods and 17000-17200 yuan / ton for Shanghai goods.

It is expected that the short-term TDI market will be dominated by high-level operation, and specific attention will be paid to market supply and downstream follow-up.

1、 Price trend

According to the data of the trade agency’s bulk list, the aniline has softened by a wide margin this week. On August 5, the price in Shandong was 10900-11130 yuan / ton; The price of aniline in Nanjing is 11200-11600 yuan / ton; On August 12, the price in Shandong was 10100-10300 yuan / ton; The price of aniline in Nanjing is 10400-11200 yuan / ton, down 7.26% from last week and 2.31% from the same period last year.

2、 Analysis and comment

On the cost side, pure benzene: on the cost side, crude oil rose as a whole this week, which has certain support for pure benzene. Supply side: the shutdown and maintenance devices in the early stage are restarted in succession, and the market supply is expected to increase in the later stage. The import cargo increased, and the inventory of pure benzene in East China port this week increased by 7000 tons to 31000 tons compared with last week. Demand side: most of the downstream units are in deficit, the unit shutdown decreases greatly, the operating rate decreases as a whole, and the demand for pure benzene weakens. On Friday (August 12), the price of pure benzene was 7950-8200 yuan / ton (the average price was 8042 yuan / ton), which was 3.31% lower than last week and 6.94% higher than the same period last year.

Nitric acid: the domestic nitric acid dropped significantly this week. On August 5, the domestic production price of nitric acid was 2683 yuan / ton, and on August 12, the price was 2533 yuan / ton, down 5.59% from last week and 18.19% from the same period last year.

Pure benzene and nitric acid entered the downward channel from the beginning of July, and the raw material end continued to decline; The downstream demand in July and August was general, and it was just needed to follow up. The fundamentals of aniline tend to be soft, and enterprises make profit to ship, and the price has been lowered several times during the week.

3、 Future market expectation

In terms of cost, in terms of pure benzene, the operating rate of pure benzene unit is increased. In addition, the import of pure benzene in the later period is increased, and the supply of pure benzene is expected to increase in the future due to the ports or accumulated warehouses in East China. In addition, the downstream demand for pure benzene is relatively soft, the contradiction between supply and demand is prominent, the pure benzene market is concentrated, and the price is easy to fall but difficult to rise.

In terms of nitric acid, the demand for nitric acid is not good, and it is expected that the operation will be weak in the short term.

The fundamentals of aniline tend to be soft, the profit margin still exists, and the market wait-and-see is aggravated. If raw materials continue to fall, aniline may follow the weakness. Pay attention to the trend of raw materials, downstream demand and the impact of Aniline Unit dynamics on aniline price.

On August 11, the average price of TDI in East China was 15975 yuan / ton, an increase of 1.27% over the previous working day, and the market was up. The Shanghai factory’s guiding price has been raised, the supplier’s attitude of supporting the market is obvious, the offer of the goods holder has been rising, the downstream demand has not been significantly improved, and a small number of just needed inquiries have been made. Due to the general terminal market sales, the operators are cautious about entering the market, and the supply and demand game in the market. The future market will focus on the downstream demand changes. At present, the quotation range of dealers in East China is about 15500-15800 yuan / ton for domestic goods and 15800-16100 yuan / ton for Shanghai goods.

It is expected that the short-term TDI market will be dominated by stalemate and wait-and-see, and the price will be temporarily stable. Specific attention will be paid to the market supply and downstream follow-up.

On August 10, the average price of TDI in East China was 15775 yuan / ton, down 0.16% from the previous working day, and the market situation was waiting to be sorted out. At present, the news in the market is quiet, the supplier’s attitude is mainly supportive of the market, the downstream demand continues to be weak, the enthusiasm for entering the market is not good, and the offer of the cargo carrier is large, stable and small. The operators are cautious and wait for the guidance of the factory news. At present, the quotation range of dealers in East China is about 15200-15500 yuan / ton for domestic goods and 15700-16000 yuan / ton for Shanghai goods.

It is expected that the short-term TDI market will be dominated by stalemate and wait-and-see, and the price will be temporarily stable. Specific attention will be paid to the market supply and downstream follow-up.

On August 9, the price of acetic acid in East China was 3387.50 yuan / ton, down 0.37% from the previous working day. Recently, the acetic acid market was weak, the price trend continued to be weak and downward, the downstream demand continued to be weak, the enthusiasm for entering the market was weak, and the market mentality was cautious. The enterprise maintained the pace of shipment, the focus of trading continued to move downward, and the supply and demand in the market were deadlocked. It is expected that the acetic acid market will be weak and the operation will be sorted out. The specific attention will be paid to the market transaction.

1、 Price summary of mixed xylene on August 5:

The price of Qingdao refining and Chemical Co., Ltd. is 8050 yuan / ton, and that of Shijiazhuang refining and Chemical Co., Ltd. is 7900 yuan / ton,

Jiujiang Petrochemical offers 8000 yuan / ton, and Yangba offers 7800 yuan / ton,

Guangzhou Petrochemical quoted 8200 yuan / ton, and Maoming Petrochemical quoted 8100 yuan / ton,

Changling Refining and Chemical Co., Ltd. offers 8150 yuan / ton,

Xinhai Petrochemical offers 8100 yuan / ton.

2、 Fluctuation trend:

3、 Analysis comments:

In terms of crude oil, the US economic data was good, and employment data showed strong growth, alleviating the negative sentiment of economic recession on energy demand, and the oil price rose slightly.

Today, the xylene of Sinopec South China was reduced by 200 yuan / ton.

The crude oil support is unstable, and the mixed xylene market is cautious.

1、 Price trend

According to the data of the bulk list of business community, aniline fell slightly this week. On July 29, the price in Shandong was 10900-11130 yuan / ton; The price of aniline in Nanjing is 11350-11800 yuan / ton; On August 5, the price in Shandong was 10900-11130 yuan / ton; The price of aniline in Nanjing is 11200-11600 yuan / ton, down 0.34% from last week and up 4.67% from the same period last year.

2、 Analysis and comment

In terms of cost, pure benzene: this week, the inventory of pure benzene in East China port increased by 4000 tons, and the inventory is still in a tight state. After filling the empty space at the end of the month, the speed of picking up goods at the downstream has slowed down significantly. In addition, most of the downstream have suffered losses, and the resistance to high price pure benzene has increased. The economic shutdown and maintenance have increased, and the demand for pure benzene has decreased. Due to poor downstream demand, Sinopec has lowered its listing price for many times, driving the market price down continuously. On Friday (August 5), the price of pure benzene was 8100-8300 yuan / ton (the average price was 8317 yuan / ton), which was 6.47% lower than last week and 9.15% higher than the same period last year.

Nitric acid: domestic nitric acid continued to decline this week. On July 29, the domestic production price of nitric acid was 2750 yuan / ton, and on August 5, the price was 2683 yuan / ton, down 2.42% from last week and 13.35% from the same period last year.

The cost is weak and falling. The downstream of aniline is mainly due to the need to pick up goods. The fundamentals are weak and the aniline is under pressure.

3、 Future market expectation

In terms of cost and pure benzene, bad news: the trend of cost is unstable and the support for pure benzene market is insufficient. The downstream follow-up of pure benzene is poor, the shutdown maintenance is relatively concentrated, and the demand for pure benzene is reduced. The aromatics units of Qilu Petrochemical, Maoming Petrochemical and Shanghai Petrochemical were restarted, and the expected supply increment in the later period. Good news: the port inventory of pure benzene is low, and the short-term tight supply still supports the price of pure benzene. On the whole, the pure benzene market has concentrated bad news, and the price is easy to fall but difficult to rise.

In terms of nitric acid, the delivery of nitric acid is flat, and it is expected that the weak operation will prevail.

There is still a possibility that the cost side will fall. The basic side of aniline is still weak, and it is expected that the price will be weak. Pay attention to the trend of raw materials, downstream demand and the impact of Aniline Unit dynamics on aniline price.

Trade name: urea

Latest price (August 4):2438 yuan / ton

On August 4, the domestic comprehensive price of urea rose slightly, increased by 8 yuan / ton compared with August 4, or 0.33%, and decreased by 13.55% year-on-year compared with the same period last year. The upstream cost support is good, the downstream agricultural demand follows up on demand, and the industrial demand increases. Some manufacturers overhaul, and the daily output of urea is about 140000 tons.

In the future, it is expected that the domestic urea market price may rise slightly, and the average market price is about 2450 yuan / ton.

Trade name: cryolite

Latest price (August 3):7650 yuan / ton

Key points of analysis: the price trend of cryolite in Henan continued to run smoothly, and the average price of cryolite production was flat compared with the previous working day. At present, the upstream raw materials are still tight, the price is high, coupled with the high fuel costs of coal, natural gas and other fuels, the production cost of enterprises is large, the operation of on-site devices is mainly low, the enterprise inventory is tight, and the cryolite price is high.

Aftermarket forecast: the short-term cryolite market remains stable at a high level, and the aftermarket will pay attention to the market supply.