According to the data monitored by the business community, as of August 2, the average price of lithium iron phosphate, a domestic premium power product, was 155000.00 yuan / ton. In June, the market price of lithium iron phosphate was mainly stable. Compared with the same period last month, the price did not change significantly. It continued to operate smoothly, and the supply side remained tight. The overall market negotiation focus of lithium iron phosphate was stable, and the price was mainly stable in the short term.

In the first ten days of July, as of July 15, the price of lithium iron phosphate, a high-quality power product, was 155000 yuan / ton. Next week, lithium iron phosphate operated smoothly, and the price fluctuation range was small. You Gang mainly needed to purchase. The purchasing atmosphere was general, and the overall market operated smoothly. At present, the manufacturer’s supply was still tight, and the supply side was obviously insufficient. It was mainly contract customers who arranged orders and shipped goods, and the number of new orders was limited. The overall market negotiation atmosphere was acceptable, and the price remained high, The upper reaches remain high and continue to support the price. The cost pressure of lithium iron phosphate remains. At present, the mainstream price range is 155000-160000 yuan / ton. Upstream lithium carbonate: the price of industrial and battery grade lithium carbonate remained stable this week. On July 14, the average price of industrial lithium carbonate in East China was 459000 yuan / ton, which remained stable compared with the average price at the beginning of the week (on July 10, the average price of industrial lithium carbonate in East China was 459000 yuan / ton). On July 14, the average price of battery grade lithium carbonate in East China was 478000 yuan / ton, which remained stable compared with the average price at the beginning of the week (on July 10, the average price of battery grade lithium carbonate in East China was 478000 yuan / ton).

In mid July, as of July 21, the price of lithium iron phosphate, a high-class power product, was 155000 yuan / ton. The price of lithium iron phosphate remained unchanged and operated smoothly. The price fluctuation range was small. You Gang mainly needed to purchase. The purchasing atmosphere was general, and the overall market operated smoothly. At present, the manufacturer’s supply was still tight, and the supply side was obviously insufficient. It was mainly contracted customers who arranged orders and delivered goods. The number of new orders was limited, and the overall market negotiation atmosphere was acceptable, At present, the mainstream price range is 155000-160000 yuan / ton. Upstream lithium carbonate: the price of lithium carbonate continues to be stable, the market supply is in an incremental state, and the downstream demand is stable. The market is still in rigid demand for procurement. It is expected that the price of lithium carbonate in the short term may still not fluctuate significantly.

In late July, as of July 28, the price of lithium iron phosphate, a high-class power product, was 155000 yuan / ton. The price of lithium iron phosphate remained unchanged and operated smoothly. The price fluctuation range was small. You Gang mainly needed to purchase. The purchasing atmosphere was general, and the overall market operated smoothly. At present, the manufacturer’s supply was still tight, and the supply side was obviously insufficient. It was mainly contract customers who arranged orders and delivered goods. The number of new orders was limited, and the overall market negotiation atmosphere was acceptable, At present, the mainstream price range is 155000-160000 yuan / ton. Upstream lithium carbonate: the average price of industrial grade lithium carbonate in East China was 461000 yuan / ton on July 27, up 0.44% from the average price at the beginning of the month (the average price of industrial carbon in East China was 459000 yuan / ton on July 1). On July 27, the average price of battery grade lithium carbonate in East China was 479600 yuan / ton, up 0.33% from the average price at the beginning of the month (July 1, the average price of carbon in East China was 478000 yuan / ton).

Chemical industry index: on August 1, the bulk commodity price index BPI was 1049 points, down 1 point from yesterday, down 21.89% from 1343 points (2021-10-19), the highest point in the cycle, and up 58.94% from 660 points, the lowest point on February 3, 2016. (Note: the period refers to 2011-12-01 to now).

According to the analysts of business club lithium iron phosphate, the lithium iron phosphate Market is expected to operate stably in August, with little price fluctuation. (if you want to get more commodity information and master commodity prices, you are welcome to subscribe to the commodities of the business club through the official account of the business club. The market is an opportunity).

On August 1, the price trend of domestic fluorite rose. The average price of domestic fluorite was 2716.67 yuan / ton. The fluorite trading and trading situation in the site was general. The mine was generally started under the influence of environmental supervision. The raw fluorite price remained high, and the flotation cost of the concentrator was still supported. However, the downstream hydrofluoric acid market declined. Recently, the operation of fluorite units in the North was relatively normal, and the on-site supply was slightly tight, so the on-site fluorite price rose slightly. The mainstream price of fluorite negotiation in the venue rose. The delivery price of 97 fluorite wet powder in Inner Mongolia was 2550-2650 yuan / ton, the mainstream price of 97 fluorite wet powder in Fujian was 2700-2750 yuan / ton, the price of 97 fluorite wet powder in Henan was 2700-2750 yuan / ton, the price of 97 fluorite wet powder in Jiangxi was 2700-2800 yuan / ton, the market trend of downstream refrigerant was low, and the venue responded that the supply of fluorite was relatively tight, and the domestic fluorite price was expected to be stable.

1、 Price trend

According to the data of business agency, on July 29, the average p value of oil glycol was 4550 yuan / ton, an increase of 16.67 yuan / ton compared with the previous statistical cycle.

2、 Analysis of influencing factors

In terms of cost, the international crude oil market was affected by the mutual game between tight supply and the prospect of oil demand, and the crude oil price fluctuated in the range of $98-113 / ton in the month. The overall external price of ethylene glycol also fell first and then rose, falling from $560 / ton at the beginning of the month to $520 / ton, and then rebounded to the current $545 / ton.

The demand side continues to be depressed, and there is no obvious improvement trend at present. In the traditional off-season, the impact of the terminal on the ethylene glycol market is weakened, and ethylene glycol fluctuates with the crude oil market. The profit space has been compressed, making the comprehensive operating rate of ethylene glycol hover below the 50% line for a long time. Henan energy Yongcheng 2# and Anhui hongsifang will start maintenance at the end of July, and the operating rate of coal based MEG units may fall to around 40% in August. MEG port inventory was slightly removed from the warehouse. As of July 28, the total inventory of ethylene glycol in the main port of East China was 1.1678 million tons, an increase of 10500 tons over last Thursday, an increase of 0.91%, and an increase of 4900 tons over this Monday, an increase of 0.42%.

3、 Forecast: the terminal demand has not yet been released, and the upward space is limited, mainly fluctuating with the low level of crude oil.