1、 Price trend

According to the monitoring data of business news agency, the overall upward trend of baking soda price in March was dominated. The average market price at the beginning of the month was 1496.67 yuan / ton, and that at the end of the month was 1616.67 yuan / ton, up 8.02%. On March 29, the commodity index of baking soda was 107.30, flat with yesterday, down 11.82% from 121.68 (2020-10-21), the highest point in the cycle, and up 21.56% from 88.27, the lowest point on December 22, 2020. (Note: cycle refers to the period from September 1, 2020 to now)

2、 Market analysis

According to the business community, the price of sodium bicarbonate is running at a high level, and the shipment in the downstream market is fair. At present, the price of sodium bicarbonate in Henan is about 1550-1700 yuan, which is the mainstream quotation in the market. The downstream demand is acceptable. It is expected that the price will be slightly consolidated in the near future. The price of baking soda in Hebei is about 1550-1650 yuan / ton, which is the mainstream price in the market, and the downstream demand is acceptable.

Raw materials: according to the monitoring data of the business community, the price of soda ash rose in March. The average market price at the beginning of the month was about 1586 yuan / ton, and that at the end of the month was about 1736 yuan / ton, up 9.46%. The main market price of light soda is 1700-1800 yuan / ton. In North China, soda ash mainly operates in a narrow range, and the current mainstream market price of light soda ash is about 1750-1850 yuan / ton. In Central China, soda ash mainly fluctuates in a narrow range. The current mainstream market price of light soda ash is about 1600-1750 yuan / ton. The demand of downstream glass for soda ash is relatively stable. It is expected that soda ash price will be strong in the short term. At the beginning of the month, the price of soda rose, which led to the rise of the price of baking soda.

 
Demand side: downstream medicine, textile and food demand for sodium bicarbonate is fair, and the price of sodium bicarbonate has been strong recently. Business analysts believe that: raw soda prices up, baking soda prices with the rise. However, in the near future, soda ash as a raw material has been consolidated temporarily and operated strongly. The downstream market mainly purchases soda on demand. Generally speaking, the price of soda ash may maintain a consolidation trend in the short term, and the specific situation depends on the demand of the downstream market.

1、 Price trend

According to commodity data monitoring, the price of ammonium sulfate was relatively stable this week. The average price of ammonium sulfate this week is 916.67 yuan / ton.

2、 Market analysis

This week, the overall trend of ammonium sulfate is relatively stable. At present, the mainstream price of powdery ammonium sulfate in Hebei Province is about 800 yuan / ton, the mainstream price of internal grade ammonium sulfate in Shandong Province is about 830-850 yuan / ton, and the mainstream price of granular ammonium sulfate in Shanxi Province is about 700 yuan / ton. In Hunan Province, the main factory quotation of domestic ammonium sulfate is about 1100 yuan / ton.

Agricultural demand in the lower reaches is slowing down gradually, mainly taking goods according to demand, taking as needed, and mainly waiting for traders. There is not much change in the export market, the trading atmosphere is slightly negative, and most manufacturers hold a wait-and-see attitude.

3、 Future forecast

According to the ammonium sulfate analysts of business news agency, the mainstream price of ammonium sulfate on the floor is mainly to maintain stable operation, and most manufacturers hold a wait-and-see attitude, with weak demand at home and abroad. In the short term, the market price of ammonium sulfate is mainly consolidation.

According to the price monitoring of the business society, the average price of sulfur production in East China on March 25 was 1476.67 yuan / ton, which was stable compared with yesterday’s price, with an increase of 7.52% compared with that in the month. At present, the domestic solid sulfur price is 1360-1510 yuan / ton, and the liquid sulfur price is 1300-1480 yuan / ton.

As of March 25, the regional price of sulfur in China is as follows:

Region, variety, March 25

Sulfur (particle) 1430-1490 yuan / ton in East China

1360-1450 yuan / ton of sulfur (particle) in North China

Sulfur (particle) 1480-1510 yuan / ton in Shandong Province

According to the price monitoring of the business association, as of March 25, the domestic price of monoammonium phosphate was about 2533.33 yuan / ton, which was stable compared with yesterday’s price; the average production price of diammonium phosphate was 2900 yuan / ton, which was firm and stable. The export of domestic phosphate fertilizer is good. The enterprises mainly deliver orders in the early stage, and the market arrival quantity is low. The operation rate of domestic industry is about 70%. The market supply is tight. The fertilizer for spring cultivation is near, and the downstream demand is good. Coupled with the strong international demand, the phosphate market may maintain a high level in the later stage.

The domestic sulfur market was weak in consolidation. The market price was adjusted on Tuesday, and the sulfur price was slightly reduced. The inventory of refineries in various regions was low, and the purchasing enthusiasm of the downstream market was low. The support was weak, and more wait-and-see was given priority. The demand of the downstream phosphate fertilizer industry was stable, and the support for sulfur was good due to the approaching of spring ploughing fertilizer. The sulfur market may be temporarily stable in the later stage.

On March 24, 2021, in the price fluctuation list of fluorine chemical industry, there were 0 kinds of commodities rising, 1 kind of commodities falling, and 6 kinds of commodities rising or falling to 0. Declining products include chloroform; stable products include fluorite, hydrofluoric acid, aluminum fluoride, cryolite, R22 and R134a.

On March 24, the prices of some fluorite chemical raw materials in the market fell. The price of fluorite was 2750 yuan / ton, and the price trend of fluorite dropped slightly. Recently, some fluorite plants in China started to work normally, some mines and flotation plants stopped, and the fluorite supply in the plant was normal. However, the market in the downstream was mainly stable, and the price of fluorite was affected, and the decline was limited. As of the 24th, the price of fluorite in Jiangxi was 2700-2900 yuan / ton, and that in Inner Mongolia was 2500-2700 yuan / ton. It is expected that the price of fluorite will remain high and volatile in the future.

In the near future, the price trend of the downstream refrigerant industry is temporarily stable, and the operating rate is still low. The demand for hydrofluoric acid is general. However, due to the normal supply in the market, the price trend of hydrofluoric acid market is stable. As of the 24th, the quotation of hydrofluoric acid market is 10622.22 yuan / ton. In the near future, the price trend of hydrofluoric acid market is mainly stable, and the operating rate of domestic hydrofluoric acid is less than 60%. The enterprises reflect that the market price of hydrofluoric acid is stable Fluoric acid spot supply is normal. Recently, the market of goods on the floor is general. The ex factory price of some enterprises is stable. Up to now, the mainstream of hydrofluoric acid negotiation is 10000-11000 yuan / ton. However, people on the floor reflect that it is difficult for the hydrofluoric acid market to rise sharply in the near future. Business analyst Chen Ling thinks that the market of hydrofluoric acid may remain volatile.

The price trend of aluminum fluoride products is temporarily stable, the market supply is normal, and the trading market is general. The ex factory price of aluminum fluoride of Zhengzhou Tianrui Crystal Technology Co., Ltd. is 8700 yuan / ton, and the price of aluminum fluoride of Zhengzhou Zerun energy and Chemical Co., Ltd. is 8700 yuan / ton. The overall market supply of aluminum fluoride is sufficient, and the overall price of aluminum fluoride market is relatively stable.

In recent years, the price of trichloromethane in Shandong has been declining. The overall demand of the downstream market has not changed much, and the demand for trichloromethane is general. As the downstream market is not actively preparing goods, the market price of trichloromethane has gone down. At present, the start-up of trichloromethane production enterprises in Shandong is high, the market spot supply is sufficient, and the shipping situation of enterprises is general. In order to prevent excessive warehouse pressure in the future, enterprises bid for shipping. At present, the mainstream ex factory price of chloroform is about 3600-3700 yuan / ton.

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 of raw material chloroform remains high, and the cost support is general. In the near future, the downstream gradually starts to stock up, the demand side has risen, and the market center slightly rises. As the price trend of hydrofluoric acid is stable, the price of some affected refrigerants rises. 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.

Trade name: dichloromethane

Latest price (March 23): 3623 yuan / ton

Key points of analysis: according to the monitoring of business news agency, the domestic price of dichloromethane was 3623 yuan / ton on the 23rd, down 0.91% from the 22nd. It is understood that the supply pressure of chloromethane in dongmaoshe and Jinling is low, and the supply pressure of chloromethane is high. Recently, the prices of liquid chlorine and methanol have been lower, and the cost side is relatively short. According to the monitoring of the business agency, since March 15, the mainstream ex factory price of liquid chlorine for tank cars in Shandong has dropped from 1900 yuan / ton at the beginning of the week to 1500 yuan / ton at the end of the week; the price of methanol has dropped from 2427 yuan / ton on March 15 to 2327 yuan / ton on March 23, with an overall decline of 4.12%.

At present, there is little pressure on the supply side, but the cost side is empty. In addition, the downstream procurement is slightly light, and the price of dichloromethane may be slightly lower in the later stage.

1、 Polyoxymethylene market price trend chart

Price curve of paraformaldehyde

According to the monitoring of the business agency, the average price of paraformaldehyde was 6200 yuan / ton on March 22, and 6433 yuan / ton last week, down 3.63%.

2、 Market analysis

On March 22, Shandong formaldehyde Chemical Industry Co., Ltd., with an annual output of 30000 tons of polyoxymethylene, offered 6000 yuan / ton of Polyoxymethylene (96) including tax, down 300 yuan / ton compared with the last time. Linyi Shengyang Chemical Co., Ltd. has an annual output of 9000 tons of polyoxymethylene. The ex factory price of Polyoxymethylene (96) including tax is 6100 yuan / ton, which is 100 yuan / ton lower than last time. Zibo Qixing Chemical Technology Co., Ltd. has an annual output of 10000 tons of polyoxymethylene. The price of Polyoxymethylene (96) including tax is 6500 yuan / ton, which is 300 yuan / ton lower than last time. Affected by the decline in raw materials, manufacturers cut prices. Paraformaldehyde market is fair, mainly used in pesticide resin.

According to the monitoring of the business community, the price of methanol in the domestic market was 2462 yuan / ton on March 10 and 2327 yuan / ton on March 19, with a decrease of 5.48% in the cycle.

3、 Future forecast

Business community polyoxymethylene analysts predict that methanol market is weak, polyoxymethylene prices may be down.

1、 Price trend

According to the monitoring data of the business association, the domestic soda price is strong. On March 19, the average market price in East China was 1736 yuan / ton, while on March 15, the average market price in East China was 1696 yuan / ton, up 2.36%, 9.64% year-on-year. On March 18, the commodity index of light soda ash was 89.03, unchanged from yesterday, down 24.46% from 117.86 (2017-11-21), the highest point in the cycle, and up 40.98% from 63.15, the lowest point on November 18, 2015. (Note: period refers to the period from September 1, 2011 to now)

2、 Market analysis

According to business news agency, domestic soda price is strong. The current mainstream market price of light soda ash in East China is about 1650-1750 yuan / ton, the current mainstream market price of light soda ash in North China is about 1650-1800 yuan / ton, and the current mainstream market price of light soda ash in Central China is about 1600-1700 yuan / ton. Data show that the overall operating rate of soda ash is 82.5%, up 1.83% month on month. In addition, some data showed that domestic soda inventory decreased. As of the week of March 18, the total inventory of domestic soda manufacturers was 951100 tons, with a decrease of 79700 tons per week, or 7.73%. The inventory of the same period last year was 1136600 tons, a year-on-year decrease of 185500 tons, a decrease of 16.32%. At present, the domestic soda price is strong, the overall market is stable, the market continues to move, there is order support, the enterprise is bullish, and the market liquidity is better than the previous period.

Upstream and demand: the upstream raw salt stock is sufficient, and the overall supply is relatively stable. Market trading atmosphere is good. The price of downstream glass rose, stimulating the demand for soda, and the price of soda rose. However, the downstream glass is now in a wait-and-see state for high price alkali, and its acceptance is not high. The buyer and the seller start a price game.

According to the price monitoring of business community, in the 10th week of 2021 (3.8-3.12), the price of chlor alkali industry increased by 5 kinds of commodities, decreased by 0 kinds of commodities, and decreased by 0 kinds of commodities. The main commodities that rose were calcium carbide (12.07%), hydrochloric acid (7.89%) and caustic soda (2.16%), with an average rise and fall of 4.76% this week.

Business analysts believe that: glass market prices to pull the demand for raw materials soda, soda prices firm. The price of downstream glass rose and continued to be good for soda, but there was still resistance to high price soda. However, with the holding of the industry conference, soda enterprises had a strong price rising mentality. According to the comprehensive forecast, the domestic soda price is still strong in the short term, depending on the downstream market demand.

1、 Price trend

2、 Market analysis

According to the data of business news agency, as of March 19, the average price of domestic Mannheim potassium sulfate 50 particle sample was 2916.67 yuan / ton, which was 4.79% higher than that at the beginning of the month, 4.73% higher than that at the same period of last month, and 2.34% higher than that at the same period of last year.

In mid March, the potassium sulfate market continued a positive trend, and the spot price of potassium sulfate at home and abroad rose at the same time. The operating rate of domestic Mannheim potassium sulfate plant is acceptable, and the overall operating rate is slightly lower than that of the same period last year. Today (March 19), Shijiazhuang hehe chemical 52% potassium sulfate powder factory reference price of 3000 yuan / ton. Shijiazhuang Haofang chemical 50% potassium sulfate powder factory reference price of 2850 yuan / ton. On the supply side, the current big sellers are reluctant to sell and control the supply, coupled with the decline of port inventory, the supply side has support for the price. At the same time, in terms of potassium chloride, the oversupply has also eased recently. The overall inventory is low and the price is high. The domestic potassium sulfate cost side support is acceptable, and the supply side is profitable. However, the purchase intention of the downstream is general, it is more resistant to high price goods, and there is no large volume of trading, which affects the price of potassium sulfate to continue to rise.

3、 Future forecast

Business community potassium sulfate analysts believe that: the current potassium sulfate manufacturers offer stable high. In the early stage, the impact of the rise of global petrochemical bulk products on the cost support of potassium sulfate is still in progress, and the price of direct upstream potassium sulfate is temporarily stable. Although the recovery of domestic operating rate is slow, the improvement of market purchasing momentum is limited. It is expected that the domestic potassium sulfate price will stagnate due to the weak terminal demand in the near future.

1、 Price trend

According to the monitoring data of bulk commodities, the price of Yunnan Guizhou yellow phosphorus decreased this week. The average price of yellow phosphorus was 17633.33 yuan / ton last Thursday and 17333 yuan / ton this Thursday. 33 yuan / ton, and the price will be reduced by 1.7% within the week.

2、 Market analysis

This week, the overall trend of domestic yellow phosphorus market is weak, the market demand is poor, and the transaction of new orders on the floor is limited. Traders are obviously in wait-and-see mood, and downstream purchasing is more cautious. Up to now, the mainstream price of yellow phosphorus in Yunnan is about 17400 yuan / ton; the mainstream price in Sichuan is about 17500 yuan / ton; the mainstream price in Guizhou is about 17100 yuan / ton. The overall market trading atmosphere is general, traders take goods cautiously, wait-and-see sentiment is obvious, and the market price is slightly down.

In terms of raw materials, up to now, the market quotation of 30% phosphate ore in Guizhou is 370-390 yuan / ton; the truck plate price of 28% low-grade phosphate ore in Guangxi is 300-340 yuan / ton; the ex factory quotation of 30% grade phosphate ore in Hebei Fanshan group is 570 yuan / ton; the ship plate price of 30% ammonium phosphate ore in Hubei is 400 yuan / ton. The market atmosphere has improved, the price has increased, and the orders are mainly in the early stage of delivery.

In terms of coke, so far, the coke market is weak, and the price of quasi first grade coke in Shanxi is about 2150-2250 yuan / ton. Today, the market price of coke in Shandong and Hong Kong continued to decline, and the market atmosphere was weak. At present, the mainstream spot ex warehouse price of quasi first grade metallurgical coke is about 2350 yuan / ton, and the price of first grade coke is 2450 yuan / ton, down 50 yuan / ton compared with the previous trading day. The market price of Liupanshui coke (secondary metallurgical coke) is 2520 yuan / ton, which is temporarily stable compared with the previous trading day, and 350 yuan / ton lower than that of the same period last month.

This week, the phosphoric acid market was cautious, the transaction atmosphere was general, and the actual transaction was mainly based on negotiation. Phosphate market sales are normal and prices are stable.

3、 Future forecast

Yellow phosphorus analysts from chemical branch of business society believe that the price trend of yellow phosphorus is weak this week. The overall market trading atmosphere is light, traders are cautious in taking goods, the wait-and-see mood is obvious, the downstream on-demand purchasing is more cautious, and the market price is slightly reduced. It is expected that the price of yellow phosphorus will be stable in the short term.

According to the data monitored by the business agency, as of March 17, the average price of domestic power grade lithium iron phosphate was 47500.00 yuan / ton, which was 15.85% higher than that of the same period last month, 5.56% higher than that of the same period last week, and 18.75% higher than that of the same period last year. The price of lithium iron phosphate will continue to rise in 2021. From the current situation, the future development of LiFePO4 is full of stamina, and its production cost is very low, which is the main reason for its popularity in recent years.

Lithium iron phosphate presents rapid growth and development momentum

According to the statistics of China Automobile Industry Association, the total load of LiFePO4 power battery was 2.2gwh in February, with a year-on-year increase of 2826.0%. In 2020, the domestic load of LiFePO4 battery was continuously increasing. Until December, the monthly load of LiFePO4 battery had exceeded that of ternary battery. In October 2020, six layers of the 10 best-selling models in the Chinese market adopted LiFePO4 battery, including the monthly sales of 3 Ten thousand “national God car” Wuling Hongguang all use lithium iron phosphate batteries. On February 19, Yiwei lithium energy announced that it would invest in the construction of “lithium ion power battery project for passenger cars” to meet the supporting needs of international and domestic car manufacturing. On February 2, Ningde Times announced that it will invest in the construction of power batteries in Sichuan, with a total investment of about 12 billion yuan. Enterprises have increased their investment, and the industry is booming.

Product specifications and quotation (ten thousand yuan / ton) date

Lithium iron phosphate ﹣ power ﹣ 4.5-8 March 17

Lithium iron phosphate ﹣ energy storage ﹣ 3.9-4.4 ﹣ March 17

Lithium carbonate industrial grade 7.9-8.2 March 17

Lithium carbonate battery grade 8.2-8.5 March 17

LiMn2O4 ﹣ power ﹣ 3.95-4.2 ﹣ March 17

Lithium manganate ﹣ capacity type ﹣ 3-3.5 ﹣ March 17

Licoo3 ﹣ 33.3-35.6 ﹣ March 17

The rapid development of LiFePO4 has driven the upstream price to increase continuously, even more than that of LiFePO4. The following is a comparison chart of the price trend of lithium carbonate and LiFePO4. It is obvious from the chart that the price of LiFePO4 has been going up since December last year, and it will not be slightly stable until March 2021. The price of LiFePO4 has been stable in the near future The rising price of raw materials has not had a direct impact, and the relationship between supply and demand has developed in a balanced way.

Because “price” lithium iron phosphate is back in people’s sight

At present, the price of LiFePO4 per kilowatt hour is 500-600 yuan, while the price of ternary battery is about 800 yuan. In 2020, the top three best-selling models all use LiFePO4 batteries, and the sales volume is also rising. With the development of science and technology, the energy density of LiFePO4 has been greatly improved, and the system energy has been improved through structural innovation. LiFePO4 represents the future development direction of battery. With the maturity of technology, it may become the cheapest power battery.

Business community LiFePO4 analysts believe: LiFePO4 in the short term to maintain a high level of operation, rising steadily, rising space is limited. (to get more information about goods and to grasp the price of commodities, welcome to subscribe to the business community through the official account of the business community, the market is the opportunity).