According to the monitoring of business news agency, the price of activated carbon was 10033 yuan / ton at the beginning of this week and 10000 yuan / ton at the end of this week, with a price drop of 0.33%.

The domestic price of activated carbon is weak, and the current ex factory price of activated carbon for coconut shell water purification in East China is between 9500-12500 yuan / ton; the market atmosphere of activated carbon is cold, the ex warehouse is normal, and the transaction price is mainly discussed (the specifications and properties of activated carbon are complex, and the price can not be generalized, please consult the manufacturer for details).

The raw materials of activated carbon are rich, including coal, sawdust, fruit shell, straw, etc.

Forecast: in the short term, the price of activated carbon will continue to be weak, the atmosphere of wait-and-see in the downstream will be obvious, and the overall market transaction will be weak.

Since 2021, the domestic market of bisphenol A has soared by 116%. According to the monitoring data of business news agency, the average market offer was 12725 yuan / ton on January 4, and the market offer was 27500 yuan / ton as of April 2, with an increase of 116.11%. At present, the inventory of bisphenol A in the market is low, so it is difficult to find one product.

Since the Spring Festival, bisphenol a market has started a substantial upward mode. After the festival, under the background of a bull market in the chemical industry, the market is catching up again. Compared with last year’s low price of 8000 yuan / ton, the current price is unreachable.

The reasons are as follows: under the background of bull market, the upsurge of upstream and downstream of the industrial chain helped the market of bisphenol a go up; under the tight supply of goods, the terminal demand continued to improve, especially the epoxy resin was stimulated by the demand of the terminal wind power industry at the beginning, with sufficient orders and queuing up for delivery, the demand of coatings, new materials and other industries increased in the later stage, and the demand for raw materials was stable. On the other hand, although the cost transfer of downstream PC is slow, it also follows the upward trend.

From the business community’s point of view, since March, under the pressure of high cost, the downstream PC and epoxy resin operating rate has continued to decline. This week, the PC product operating rate is 50%, and the epoxy resin operating rate has dropped to 60%. On the other hand, the overall cost of BPA has declined. From the perspective of industrial chain alone, the profit of BPA plant is quite high, about 15000 yuan / ton. Near the end of the month, the supply of goods is limited and there is no intention to make profits. Under the sustained high price, the market transaction is weak. However, the short-term shortage of goods is still the main tone of the market, and the short-term market will still run at a high level. In the later stage, as the industry gradually callback, the terminal transfer of high cost is weak, bisphenol A will gradually return to the rational range.

1、 Price

According to the data of business news agency, the cotton price fell sharply in March. At the beginning of the month, the price of 3128b cotton was 16576 yuan / ton, while at the end of the month, the price was 15269 yuan / ton, down 7.89%, up 37.54% year on year.

2、 Market analysis

Domestic: after the year, the trend of domestic textile raw materials was gratifying. In late February, cotton made a big splash, and the market has been rising. At the beginning of March, the highest price was about 16800 yuan / ton. Later, due to the influence of macro factors, the U.S. stocks fell sharply, the futures cotton fell sharply, the domestic Zheng cotton long capital continued to flow out, and the cotton market began to fall. In mid March, the U.S. stimulus bill was passed by Congress, market confidence increased, and the market stopped falling and rebounded slightly. At the end of the month, the high-level dialogue between China and the United States showed great differences in negotiations. Coupled with the strong US dollar, the European epidemic rebounded again. The cotton market as a whole was unable to support, and the price fell all the way.

International: according to the report released by the U.S. Department of agriculture on March 31, in 2021, the intended planting area of cotton in the United States will be 12 million acres, a year-on-year decrease of less than 1%, the area of upland cotton will be 11.9 million acres, a slight increase year-on-year, and the area of Pima cotton will be 142000 acres, a year-on-year decrease of 30%.

Futures: since March, Zheng Mian’s main 2105 contract has been fluctuating downward, rebounded slightly at the end of the month, and then declined again, with a decline of about 10%. 31 ice cotton may contract 80.88 cents, December contract 80.10 cents.

3、 Downstream industry chain

With the decline of cotton prices and the downturn of downstream cotton yarn market, the early production orders are coming to an end, the follow-up of new orders is weak, the enthusiasm of market inquiry and purchase is obviously cooling down, and the delivery and investment are cautious. At present, the market is in the transitional period of changing seasons. Affected by the time of Xinjiang cotton, the market worries can not be relieved in the short term. Cotton yarn prices at home and abroad fell sharply this month, while grey cloth prices remained stable. By the end of February, the yarn and cloth output of cotton textile enterprises had decreased by 25.61% and 32.68% respectively, increased by 49.54% and 20.82% respectively, and the utilization rate of spinning and weaving equipment was about 90%.

At present, the domestic cotton inventory is at a high level, and the supply of imported cotton increased greatly from January to February in 2021, so the supply of cotton market is relatively sufficient. The inventory of yarn and grey fabric products has increased, the willingness of downstream textile enterprises to replenish high price raw materials has decreased, and the purchasing mentality of textile enterprises is relatively cautious. It is expected that the cotton market will fluctuate slightly in the future and pay attention to the changes of the international situation.

The rise of cis-1,4-polybutadiene rubber narrowed in March. According to the monitoring of the business agency, the price of cis-1,4-polybutadiene rubber was 13000 yuan / ton at the beginning of March and 13575 yuan / ton at the end of the month, with an overall increase of 4.42% at the end of the month compared with the beginning of the month. In March, the price of cis-1,4-polybutadiene rubber increased by 300 yuan / ton. As of March 31, the price of cis-1,4-polybutadiene rubber of Sinopec North China sales company was stable. At present, Qilu cis-1,4-polybutadiene rubber reported 13700 yuan / ton, and North China warehouse raised the price; Yanshan cis-1,4-polybutadiene rubber reported 13620 yuan / ton, and North China warehouse raised the price.

In March, the demand for cis-1,4-polybutadiene rubber increased, and the operating rate of downstream tire factories increased greatly. The operating rate of all steel tire enterprises increased from 58.73% at the end of February to 78% at the end of March, and that of semi steel tire enterprises increased from 4.66% at the end of February to 73% at the end of March, which was strongly supported by the demand.

The supply of cis-1,4-polybutadiene rubber decreased in March. According to the business news agency, on March 15, Maoming Petrochemical’s 100000 t / a Shunding unit stopped unexpectedly and its restart was to be determined; on March 22, Jinzhou Petrochemical’s 30000 T / a Shunding unit stopped temporarily for about 20 days; Qilu Petrochemical, Dushanzi, Yanshan, ChuanHua and other Shunding units started normal operation. In March, the supply of cis-1,4-polybutadiene rubber was slightly tight, forming a positive support for cis-1,4-polybutadiene rubber.

In March, the price of butadiene, the raw material of cis-1,4-butadiene, fell, and the cost side was short. According to the monitoring of business news agency, the price of butadiene was 8368 yuan / ton at the beginning of the month and 7860 yuan / ton at the end of the month, with an overall decrease of 6.08%.

In March, the supply and demand side of cis-1,4-polybutadiene rubber was still relatively strong. However, due to the impact of the decline of raw materials and the resistance of the downstream to high prices, businesses took profits and the growth of cis-1,4-polybutadiene rubber narrowed.

Future forecast: business analysts believe that the current international crude oil is facing the top of periodic demand, it is difficult for the demand to increase significantly in the short term, or there is a downward trend, and the impact of the cost side is short; however, the current supply side of cis-1,4-polybutadiene rubber is reduced compared with the previous period, and some manufacturers also have maintenance plans in April and may. On the whole, the pressure on the supply side of cis-1,4-polybutadiene rubber is not big, and it is expected that cis-1,4-polybutadiene rubber will be stable in In the later stage, if the maintenance efforts of enterprises increase, cis-1,4-polybutadiene rubber will still rise.

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.