1、 Price trend
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According to the monitoring data of the business community, as of January 26, the average price of refrigerant R22 was 14000 yuan / ton, down 2.33% from 14333.33 yuan / ton at the beginning of the month, and down 22.94% from the same period last year.
According to the bulk data monitoring of the business community, as of January 26, the average price of refrigerant R134a was 19166.67 yuan / ton, up from 17500 yuan / ton at the beginning of the month. It was up 12.38% in the month and down 15.71% compared with the same period last year.
2、 Market analysis
R22, the price of refrigerant R22 fell this month, and the market was weak. Due to the opening of new R22 quota in 2021 and the impact of recent epidemic in Hebei Province, the raw material chloroform enterprises reduced their prices to prevent excessive warehouse pressure in the future, resulting in the gradual decline of cost support, which made R22 enterprises unable to support the market and the price fell. Moreover, the demand side continued to be weak, and the export and domestic sales performance was average. Near the end of the year, the downstream had a holiday ahead of time, the market demand gradually stagnated, and the price of refrigerant R22 fell steadily this month. At present, the market quotation of R22 is mostly in the range of 14000-15000 yuan / ton, the transaction price is low, the enterprises do not receive many orders, the short-term price is stable, and there is a downward expectation in the future.
R134a, refrigerant R134a price up this month, the market is strong. Due to the overhaul of some hydrofluoric acid plants, the spot supply on the site was slightly tight. The price continued to rise after new year’s day, 5.67% higher than the price of 9530 yuan / ton at the beginning of the month. The price of raw materials was tight and the refrigerant manufacturers reduced the load, which supported the price rise of R134a. At present, the demand is not good, downstream enterprises stop work for holidays, traders withdraw from the market and wait-and-see, and logistics in some areas is out of service. At present, the market quotation of refrigerant R134a is mostly in the range of 19000-22000 yuan / ton, with high price, but the transaction atmosphere is general, and the short-term price is stable, so it is not suitable to go down.
Hydrofluoric acid as raw material. On January 26, the mainstream price of domestic anhydrous hydrofluoric acid manufacturers was 10000-10500 yuan / ton, and the ex factory price trend of on-site merchants increased slightly. Domestic hydrofluoric acid manufacturers had a general operating rate, and the supply of on-site goods was slightly tight. Affected by the rising price of fluorite, the demand of downstream refrigerant industry was general, and on-demand purchase was the main factor. It is expected that the on-site price will increase slightly in the later stage High.
Trichloromethane, affected by the poor demand of downstream market recently, the price of trichloromethane in Shandong continued to fall, and the trade in the industry was light. Although it was near the Spring Festival holiday, the intention of downstream goods preparation was flat, and the inventory of trichloromethane production enterprises had accumulated to a certain extent, so they were forced to make profits for shipment. At present, the price of Shandong is about 2640-2720 yuan / ton, Jiangxi Liwen is about 3600 yuan / ton, and Jiangsu is about 3700 yuan / ton. At present, there are many negative factors in the chloroform market. It will take time for the demand side to return to normal. The situation of oversupply in the industry is obvious. It is expected that the price of chloroform will be weak and stable in a short time.
3、 Future forecast
According to refrigerant analysts of business news agency, at present, raw materials are rising, supply is tight, and cost support is strong. However, as the Spring Festival approaches, downstream enterprises have holidays one after another, and demand is gradually stagnant. The main orders are supplied by enterprises, and the market tends to be stable, with little fluctuation before the year. It is expected that the market of refrigerant will be stable in the short term, and will fluctuate with the price of raw materials in the future.
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