Trade name: caprolactam

Latest price: 14900 yuan / ton

Key points of analysis: the price of caprolactam fell on March 16, down 1.11% compared with the previous trading day. Today, the international oil price fell and the price of raw material pure benzene decreased. As the cost side support weakened, caprolactam enterprises lowered their prices accordingly. Due to the decline of crude oil and pure benzene market, the demand side is weak. Negative factors increased and the caprolactam market weakened.

Future forecast: the price of caprolactam will continue to fall in the short term.

Product Name: silicone DMC

Latest price (March 15): 36280 yuan / ton

Key points of analysis: according to the data monitoring chart of business society, on March 15, the overall stable operation of domestic silicone DMC market. On the 15th, the factory quotation of domestic silicone DMC was around 34800-39000 yuan / ton, and the average price was 36280 yuan / ton. Compared with the previous working day, the price was basically the same. At present, the trading atmosphere of silicone DMC is general, and the wait-and-see mood in the downstream is strong.

Future forecast: at present, the downstream demand of organosilicon DMC market is mainly rigid demand, and the cautious mood in the field increases. The organosilicon DMC datagrapher of business society believes that in the short term, the domestic organosilicon DMC market is mainly weak, and more attention needs to be paid to the trend changes of supply and demand.

Trade name: acetic acid

Latest price (March 14): 4990 yuan / ton

Key points of analysis: today, the price of acetic acid continues to run strong, and the average market price in East China increased by 2.89% in a single day. Last week, the prices of major manufacturers in Northwest and central China rose sharply, and the market prices of acetic acid in various regions continued to rise. Due to the large increase of acetic acid, the market quotation was slightly chaotic, and the downstream also had resistance to the supply of high-priced goods. It was rational and just needed to follow up, and the market was mainly negotiated.

Future forecast: the short-term acetic acid market is in a stalemate or rises slightly. Pay attention to the market supply.

According to the data monitored by the business society, as of March 11, the PET price of pet water bottle level was strong this week. At present, the mainstream price is 8750 yuan / ton, and the overall market is running in a narrow range. Compared with the same period last week, the price increased by 6.45%, or 500 yuan / ton.

This week, the domestic PET price is stable, medium and strong, the price rises slightly, the manufacturers’ shipment is positive, and the market transaction atmosphere is OK. At present, the overall market operating rate is normal, the willingness of downstream goods preparation is not strong, the terminal demand conflicts with high prices, the cost support is general, the mainstream price is 8500 yuan / ton, and the price rises slightly this week.

Upstream PTA is affected by device maintenance, and there is no significant increment at the supply end. Downstream polyester is under the pressure of high inventory and low profit, or it is expected to reduce production. At present, the cost factor continues to dominate the PTA market. With the decline of crude oil, the PTA market price is expected to fluctuate weakly and adjust.

Rubber and plastic commodity index: on March 11, the rubber and plastic index was 815 points, down 3 points from yesterday, down 23.11% from the highest point 1060 points in the cycle (2012-03-14), and up 54.36% from the lowest point 528 points on April 6, 2020. (Note: the period refers to the period from December 1, 2011 to now)

PET analysts of business society believe that the pet market is expected to be strong in the short term. (to know more about the latest market trends, please pay attention to the official account of the business community, get information on goods and grasp the price of commodities).

Trade name: DMF

Latest price (March 10): 16575.00 yuan / ton

The price of DMF has fallen, and the focus of negotiation is weak. Compared with the same period last week, the price has fallen by 0.45%, and the mainstream price is about 16600 yuan / ton. At present, the manufacturer is operating at a high price, and the overall market is stable and weak. At present, there is no pressure on inventory, and the downstream rigid needs to purchase.

Future forecast: the DMF market is expected to be weak in the short term.

Trade name: diammonium phosphate

Latest price: 3640 yuan / ton

Key points of analysis: the price of diammonium phosphate was stable on March 9, which was stable compared with the previous trading day. At present, there are sufficient orders for diammonium. Raw materials rise, cost support is good, and the market of diammonium is strong. Some enterprises suspend receiving orders and mainly issue early orders. The market of spring ploughing and fertilizer preparation is advancing well. Today, the mainstream factory quotation of 64% diammonium in Hubei is 3600-3650 yuan / ton, and the actual transaction is negotiated.

Future forecast: the price of diammonium phosphate will be stable and upward in the short term.

Trade name: monoammonium phosphate

Latest price: 3250 yuan / ton

Key points of analysis: the price of monoammonium phosphate rose on March 8, up 0.52% compared with the previous trading day. The price of raw sulfur is still high, and the cost pressure increases. Today, monoammonium phosphate continued its good trend and the price continued to rise. The downstream demand is actively followed up and the transaction focus is shifted upward. Today, the mainstream factory quotation of 55 powder ammonium in Henan is about 3300 yuan / ton, the mainstream factory quotation of 55 powder ammonium in Hubei is about 3200 yuan / ton, and the mainstream factory quotation of 55 powder ammonium in Anhui is about 3400 yuan / ton. The actual transaction can be negotiated.

Future forecast: the price of monoammonium phosphate will mainly rise in the short term.

1、 Trend analysis

According to the nickel price monitoring of the business society, the nickel price soared on the 7th, and the spot price was reported as 211166.67 yuan / ton, up 10.45% from the previous trading day and 71.4% year-on-year. Shanghai nickel 2204 contract closed the daily limit, closing at 210950 yuan / ton, up 12%.

Macroscopically, it is mainly due to the continuation of the geographical influence of Russia and Ukraine, and the market is also constantly considering the impact of supply side disturbance under Western sanctions on Russian trade. Basically, on the supply side, the geography of Russia and Ukraine, whether in Europe or domestic nickel supply, has brought some uncertainty. In addition, the Philippines has entered the rainy season, the impact of nickel ore price climbing has begun to appear, and the refinery production scheduling plan is not large. On the demand side, the rapid rise of prices reduces the enthusiasm of short-term downstream procurement and weakens the transaction. However, when the supply problem is difficult to solve in the short term, the downstream may show passive procurement. The sales performance of new energy vehicles is still bright, and the prospect of power battery demand is optimistic. Nickel prices are expected to rise in the short term.

The price of DBP fluctuated and rose this week

According to the data monitoring of business agency, the price of DBP fluctuated and rose this week, and the overall DBP market rose. As of March 4, the price of DBP was 11266.67 yuan / ton, up 5.30% from 10700.00 yuan / ton on February 28 at the beginning of the week. The cost of DBP rose this week and the overall DBP market recovered.

The price of butanol fluctuated and rose this week

According to the price monitoring of business society, the price of n-butanol fluctuated and rose this week, and the market of n-butanol rose. On March 4, the price of n-butanol was 10500.00 yuan / ton, up 2.27% from 10266.67 yuan / ton on February 25 last weekend. This week, the price of n-butanol in Shandong fluctuated and rose. In the future, the market of n-butanol rose, the cost of DBP rose, the downward pressure of DBP market weakened, and the upward momentum was large.

Phthalic anhydride prices rose this week

According to the price monitoring of business society, the price of phthalic anhydride rose this week. As of March 4, the price of phthalic anhydride was 8475 yuan / ton, up 5.12% from 8062.50 yuan / ton on February 25 last weekend. This week, the price of phthalic anhydride rose, the demand for phthalic anhydride rose, the price of DBP raw materials rose, and the cost support increased.

The trend of PVC stopped falling and rebounded this week

According to the price monitoring of the business agency, the PVC price stopped falling and rebounded this week, and the PVC market rebounded and rose. As of March 4, the price of PVC was 8750 yuan / ton, up 290 yuan / ton or 3.43% from 8460 yuan / ton on February 25 last weekend. The price of PVC rose this week, and the rigid demand for PVC increased; DBP market is more favorable.

Future expectations

DBP data analysts of business agency believe that the crisis between Russia and Ukraine intensified last week, the price of crude oil soared, the price of n-butanol and phthalic anhydride in the chemical sector rose, the price of raw materials rose, the cost of plasticizer DBP rose, and the price of DBP rose. In the future, the downstream demand is stable, the price of raw materials fluctuates and rises, and the price of DBP fluctuates and rises in the future.

The price of ethylene oxide is temporarily stable. The ex factory price in East China, North China, South China and Northeast China is 8200 yuan / ton, and the ex factory price in Central China is 8400 yuan / ton.

The surge in crude oil prices has driven commodity prices upward as a whole, and ethylene prices have also risen steadily. At present, the latest external price of ethylene in Northeast Asia is 1250 US dollars / ton, up 20 US dollars / ton compared with the price on the previous trading day; The external price of ethylene in Southeast Asia was 1250 US dollars / ton, an increase of 50 US dollars / ton compared with the previous trading day. The quotation of ethylene in Luxi Chemical today was 8500 yuan / ton, an increase of 300 yuan / ton compared with the previous trading day. The terminal is weak, the transaction is light, the shipment mentality is mainly, the negotiation focus is low, and the downstream are waiting for the future trend of ethylene oxide. In recent days, ethylene glycol, a co production product, has increased significantly due to the unilateral pull of crude oil, but the oversupply and weak demand side are still holding back.

Forecast: Despite the serious polarization between upstream and downstream long and short positions of ethylene oxide, the cost side is strongly driven, the production is under pressure, and the center of gravity still moves upward.