1、 Price trend:

According to the data of business club’s block list, the domestic PA6 market was mainly adjusted in mid June, while the spot price was adjusted in a narrow range. As of June 23, the mainstream offer price of sample enterprises for CNMC 2.75-2.85 was about 14766.67 yuan / ton, a decrease of 1.37% compared with the average price at the beginning of the month, and a rise of 20.71% compared with the same period last year.

2、 The influencing factors were analyzed

Upstream caprolactam: entering this month, the domestic spot market continued to decline from last month’s high. According to the data of business club’s block list, the price of caprolactam was stable in the middle of June. As of June 23, the data of business society showed that the average price of caprolactam samples was about 13800 yuan / ton. The price of raw material pure benzene was boosted by the continuous rise of crude oil and the low level of pure benzene port inventory, and the domestic pure benzene price fluctuated and consolidated after the continuous rise. At present, the cost and price of caprolactam are strong, and the supply of caprolactam is relatively tight due to the equipment maintenance of some enterprises. It is expected that caprolactam will run smoothly in the short term.

Raw material caprolactam deadlocked operation, the cost support of PA6 is acceptable, the cost side pressure remains, and the profit improvement of polymerization plant is limited. Recently, there are still some enterprises in the industry production line maintenance, supply side good conventional textile chip products, spot prices rose slightly. At the same time, the floor trading has also improved to some extent. However, the overall off-season market of the rubber and plastic industry has not passed, and the purchasing operation of downstream factories tends to just take the goods, and the follow-up is cautious and slow. The market reaction to the rising price of goods is weak, and the actual trading is mostly small orders. Businesses go with the market, reducing prices and taking orders, and the overall inventory of the society is slightly digested.

3、 Future forecast:

Business analysts believe that: in mid June, the upstream caprolactam market of PA6 was stable, and the cost of PA6 was deadlocked. The downstream factories mainly need to take goods, the consumption of end users is at the off-season level, the atmosphere in the venue is not good, and there is a strong wait-and-see mentality. It is expected that the spot price of PA6 will remain deadlocked in the near future.

On June 19, the commodity index of hydrobenzene was 84.02, which was the same as yesterday, decreased by 17.64% compared with the highest point of 102.01 in the cycle (January 09, 2014), and increased by 180.16% compared with the lowest point of 29.99 on April 7, 2020（ Note: period refers to the period from December 1, 2013 to now).

Price fluctuation of main domestic hydrogenated benzene market from June 14 to June 18 (unit: yuan / ton)

Region, June 14 price, June 18 price, weekly rise and fall

East China, 7650., 7750., + 100

Shandong Province, 7550., 7550., 0

This week (June 14 to June 18), the market price of hydrobenzene in Shandong was temporarily stable, at 7550 yuan / ton at the beginning of the week and 7550 yuan / ton at the end of the week.

Summary of price adjustment of Sinopec’s pure benzene in 2021 (unit: yuan / ton)

Date, adjusted price, adjusted amount

May 7, 7700, + 300

May 10, 8000, + 300

May 12, 8200, + 200

May 24, 7900, – 300

May 28, 7600, – 300

June 4, 7900, + 300

June 11, 7750, – 250

On June 11, 2021, Sinopec’s listed price of pure benzene was reduced by 250 yuan / ton. At present, it implements 7750 yuan / ton, among which Qilu Petrochemical implements 7700 yuan / ton.

This week, the international market of pure benzene was weak, and the crude oil market was strong in the first half of the week. Under the attack of good and bad news, the domestic pure benzene market was stable this week. In terms of port inventory, pure benzene continued to be destocked this week. Under the expectation of tight supply, the price of pure benzene was supported to a certain extent, and the trend of hydrogenation benzene market followed the trend of pure benzene temporarily stable this week.

In the future, the business community believes that the supply of pure benzene market is tight, but the profit of downstream industry chain is limited, and there are some overhauls. The demand for pure benzene and hydrogenated benzene is insufficient. It is expected that the hydrogenated benzene market will maintain a high volatility in the short term.

According to the monitoring of the business community, the price of phthalic anhydride in the domestic market declined slightly this week. By the end of the week, the price of phthalic anhydride was 6275 yuan / ton, 1.18% lower than the price of 6350 yuan / ton at the beginning of the week, and 18.40% higher than the same period last year. Recently, the price trend of phthalic anhydride dropped slightly. The spot supply on the market was normal, and the sales situation was general.

In recent years, the price trend of phthalic anhydride market has declined slightly, and the delivery of phthalic anhydride market is normal. In recent years, the downstream demand has little change. The price trend of o-benzene is temporarily stable, the plasticizer market has fallen, and the downstream market has fallen, which is bad for the domestic market price of phthalic anhydride, and the domestic price of phthalic anhydride has fallen. Domestic phthalic anhydride manufacturers started at a low level, and the operating rate of phthalic anhydride was about 60%. The domestic phthalic anhydride spot supply was normal, the market price trend declined, the downstream plasticizer industry market declined, and the actual transaction was normal. The price trend of phthalic anhydride market in East China has dropped, and the high-end transactions in the market are limited. The mainstream of the adjacent France source negotiation in East China is 6200-6300 yuan / ton, and the mainstream of the naphthalene method source negotiation is 6000-6200 yuan / ton; The mainstream quotation of phthalic anhydride market in North China is 6300-6500 yuan / ton. The wait-and-see mentality of phthalic anhydride market still exists, and the downstream is mainly purchased on demand. Recently, the trend of downstream DOP market has declined. Affected by this, the market price of phthalic anhydride has dropped slightly.

The price trend of domestic o-benzene is temporarily stable this week, with the market price of 6200 yuan / ton. The price trend of domestic o-benzene is temporarily stable this week. The stable price of domestic o-benzene is a good support for the phthalic anhydride market. In addition, the market of imported o-benzene in the port area is temporarily stable, and the quantity of imported o-benzene in the port area is acceptable. In the near future, the inventory of o-benzene in the port has little change, and the external quotation of o-benzene fluctuates steadily. The actual transaction price is subject to negotiation, The price trend of o-benzene is temporarily stable, the price of raw material o-benzene is stable, which is good for the domestic market price of phthalic anhydride, and the recent decline in the market price of phthalic anhydride is limited.

According to the monitoring of business community, the domestic DOP price was 13000 yuan / ton by the end of the weekend, with a decrease of 3.23% this week. The price of ISO octanol fell, the cost of DOP raw materials fell, the equipment start-up of DOP enterprises increased slowly, the supply of DOP increased, the price of PVC fell, and the downstream demand was general. Plasticizer DOP market rising momentum weakened, the transaction price is based on the real-time price, the overall DOP price is about 12800-13300 yuan / ton, the domestic demand for phthalic anhydride has little change, the downstream market is slightly lower, and the market price of phthalic anhydride is declining.

Generally speaking, the crude oil price rose slightly in the near future, but the downstream plasticizer industry market fell, the DOP price trend declined, and the o-benzene price trend was stable. It is expected that the market price of phthalic anhydride will decline slightly in the later period.

According to the data monitored by the business agency, the average price of domestic rubber grade excellent products is 4716.67 yuan / ton by June 18. This week, the white carbon black market is running smoothly. The downstream needs to purchase, the manufacturers are shipping actively, the upstream support is general, the overall operating rate is normal, the negotiation atmosphere is flat, the main price range is 4000-5000 yuan / ton, and the price stable operation is mainly in the short term.

This week, the domestic rubber grade white carbon black market has been in a stable trend. The downstream just needs to purchase, the purchasing atmosphere is flat, the number of new orders is limited, the price is stable, the main contract orders are mainly based on negotiation, the business mentality is stable, the negotiation atmosphere is general, the merchants take the goods carefully, the delivery is slow, the overall market supply and demand are balanced, the shipment is normal and the inventory is general.

The chemical industry index on June 18 was 1040, down 1 point from yesterday, down 4.06% from 1084 points (2021-05-13), the highest point in the cycle, and 73.91% higher than the lowest point 598 on April 8, 2020（ Note: the cycle refers to December 1, 2011 to present)

Business agency white carbon black analysts believe: in the short term, the white carbon black maintains stable operation, and the fluctuation range is limited（ If you want to know more about the industry chain, please pay attention to the official account of the business community, get the information and grasp the price.

Recent price trend of calcium carbide

As can be seen from the above figure, the factory price of calcium carbide in Northwest China rose this week. This week, the average ex factory quotation price of mainstream calcium carbide manufacturers in Northwest China rose from 4183.33 yuan / ton on June 7 to 4400.00 yuan / ton on June 11, up 216.67 yuan / ton, or 5.18%, up 63.57% over the same period last year. Overall, the calcium carbide market rose this week, with the calcium carbide commodity index at 115.28 on June 11.

The upstream support is better, and the downstream purchase intention is strengthened

From the manufacturer’s quotation, the ex factory price of calcium carbide in Northwest China rose this week: oviganone’s quotation of calcium carbide this weekend is 4500 yuan / ton, which is 450 yuan / ton higher than that at the beginning of the week; Inner Mongolia Zoomlion quoted 4300 yuan / ton of calcium carbide this weekend, which was temporarily stable compared with the beginning of the week; Ningxia Xingping this weekend calcium carbide offer for 4400 yuan / ton, compared with the beginning of the week, the offer increased by 200 yuan / ton.

From the perspective of upstream and downstream industrial chain of calcium carbide, the price of raw materials in the upstream market rose sharply this week. The quotation of Xiaoliao this weekend is 1150 yuan / ton, which is 170 yuan / ton higher than that at the beginning of the week; At the end of this week, Sinochem quoted 1150 yuan / ton, up 170 yuan / ton compared with the beginning of the week; The price quoted by Dali this weekend is 1250 yuan / ton, which is 270 yuan / ton higher than that at the beginning of the week. The price of upstream raw materials rose sharply, and the cost support was good, which had a positive impact on the price of calcium carbide.

Downstream market, PVC factory price high consolidation this week. This week’s PVC quotation fell from 9150.00 yuan / ton at the beginning of the week to 9125.00 yuan / ton at the end of the week, down 0.27%, up 43.98% over the same period last year. This week, the price of PVC was high, the market was good, the maintenance of PVC was completed, and the purchasing enthusiasm of downstream calcium carbide increased. On the whole, this week’s PVC market had a positive impact on the price of calcium carbide.

After the completion of maintenance, the demand increased and the market fluctuated slightly

In the middle of June, the market of calcium carbide fluctuated slightly and rose mainly. The price of raw material blue carbon rose sharply, and the cost of calcium carbide was well supported. Downstream PVC maintenance completed, demand increased, the market began to rise slightly. It is predicted that the price of calcium carbide in Northwest China may rise slightly in mid June.

According to statistics, the domestic ammonium nitrate price trend is temporarily stable this week. As of the weekend, the domestic market price of ammonium nitrate is 3480 yuan / ton, which is the same as that of the price at the beginning of the week, up 49.36% year on year. The ammonium nitrate commodity index on June 11 was 179.47, which was flat from yesterday, a record high in the cycle, up 131.96% from the lowest point of 77.37 on October 31, 2016（ Note: the cycle refers to February 1, 2013 to present).

This week, the domestic market price of ammonium nitrate remained high, the installation of domestic ammonium nitrate manufacturers was generally started, the supply in the ammonium nitrate plant was normal, some manufacturers reflected that the price of raw materials of coal in the upstream was at a high level, the cost increased significantly, the price of the manufacturer reached a historical high, the supply of goods in the field was tight in the near future, the transportation was normal, and the market price of ammonium nitrate continued to rise. In recent years, the shipment of ammonium nitrate manufacturers is normal, downstream on demand procurement, domestic ammonium nitrate manufacturers started normal, some manufacturers’ price trend has increased greatly. Up to now, the mainstream of Shaanxi negotiation is 3500-3600 yuan / ton, Shandong negotiation mainstream is 2700-2900 yuan / ton, Hebei local price is 4300-4400 yuan / ton.

The domestic price of concentrated nitric acid is stable for a while this week, with the weekend price of 2266.67 yuan / ton, which is the same as that of the beginning of the week, and RMB 2200 / T for Hongze Yinzhu chemical industry in Jiangsu Province; Anhui Jinhe offers 2100 yuan / ton; Shandong helitai offers 2400 yuan / ton. Shaanxi Xinghua quoted 2200 yuan / ton. Recently, the domestic maintenance equipment is in normal operation, the supply of concentrated nitric acid market is normal, the goods are generally transported in the field, the price trend in the nitric acid field is stable, and the market price trend of ammonium nitrate is temporarily stable.

The price trend of upstream liquid ammonia rose this week, with the weekend price of 4366.67 yuan / ton, up 0.38% from the price of 4350 yuan / ton at the beginning of the week. The plant in the liquid ammonia plant is under normal operation, the spot supply is normal, and the price trend of liquid ammonia market is rising. On the basic level, the price of liquid ammonia in Shandong Province has risen. Due to the decline of inventory pressure, the factory commencement rate remains reasonable, and there is a certain price difference with other regions in China, and the price of liquid ammonia is small. The ammonia quantity in Shandong is basically in the state of supply and demand, which still supports the price. In the downstream, the current agricultural fertilizer has increased, the demand of downstream is general, and the market price trend of ammonium nitrate keeps high.

In recent years, the demand of the downstream civil explosive industry is normal, and the production and marketing of nitro compound fertilizer is normal, the demand for ammonium nitrate calcium has increased, and the price trend of raw material market keeps rising, and the price of coal market remains high. However, the spot supply in ammonium nitrate is general, and the cost increase has a positive effect, Business agency ammonium nitrate analysts believe that the market price of ammonium nitrate in the later period will be at a high level.

1、 Boric acid price trend

(Figure: p-value curve of boric acid product)

2、 Market analysis

On June 11, boric acid market was stable. According to the block list data of business news agency, as of June 11, the average quotation price of boric acid in East China was 4630 yuan / ton, which was flat compared with the previous trading day. At present, the quotation of boric acid enterprises has been adjusted by a small margin, mainly to stabilize the price and deliver goods, with strong wait-and-see mood in the downstream and general purchasing enthusiasm. The price of boric acid of Honggui Chemical Co., Ltd. in Zibo increased in a narrow range, and the market transaction was between 4600 and 4750 yuan / ton. Boric acid price of Tianjin Lianzhi Chemical Co., Ltd. decreased narrowly. From 4750 yuan / ton at the beginning of the month to 4500 yuan / ton.

3、 Future forecast

Boric acid analysts of business news agency believe that in the recent period of boric acid price fluctuation, cost support has been strengthened, downstream on-demand procurement, market inquiry and transaction performance are generally good. It is expected that the boric acid market will be mainly stable in the short term, and more attention should be paid to market information guidance.

According to the monitoring data of the business community, as of June 10, the average quoted price of silicone DMC in the mainstream area of data monitoring was 27333 yuan / ton, which was increased by 667 yuan / ton, or 2.50%, compared with June 1 (26666 yuan / ton).

On June 9, an emergency occurred in a factory in Xinjiang, which had a certain impact on the short-term supply of silicone DMC and the mentality of silicone DMC operators. At present, the overall wait-and-see mood in the factory is heavy. Several major manufacturers of silicone DMC have closed their orders, suspended orders, and limited orders. Many factories have arranged orders until mid to late June.

Since the beginning of June, the market of silicone DMC has gradually warmed up. I heard that some operators believe that this event will speed up the heating up of the already hot market. At present, the spot supply of silicone DMC is tight, which can be described as “one order is hard to obtain”. At present, the silicone DMC market only offers factories from large factories in Shandong. The latest silicone DMC factory quotation is 27500 yuan / ton, which is 700 yuan / ton higher than the previous quotation of its factory. At present, the market as a whole is nervous, which is a kind of calm before the rainstorm.

Upstream, on June 9, 2021, the price of silicon metal (441) was stable. According to the data of business news agency, the average price of domestic silicon metal (441) market on June 9 was 14016.67 yuan / ton, up 0.18% from the average price on June 8 of 13991.67 yuan / ton, up 7.34% from last week’s average price, and up 28.50% from last year’s average price of 10908 yuan / ton. The price of silicon in Huangpu port was 14100-14200 yuan / ton, that in Tianjin Port was 14200-14300 yuan / ton, that in Kunming was 13800-13900 yuan / ton, that in Sichuan was 13800-13900 yuan / ton, and that in Fujian was 13200-13400 yuan / ton, The price range of silicon metal in Shanghai is 14600-14800 yuan / ton.

On the downstream side, due to the influence of raw silicone DMC, the raw rubber and silica gel in the downstream are basically closed. In addition, the supply of raw rubber market has been very tight before, so it is expected that the overall supply shortage will continue to increase after this time.

forecast

At present, the silicone DMC factories are basically closed without orders, the spot supply is tight, the downstream selling sentiment is high, and there may be a large range of replenishment in the future. Therefore, the silicone DMC analysts of the business community believe that in the short term, the silicone DMC market price is more likely to continue to rise.

Trade name: chloroform

Latest price (June 9): 4395 yuan / ton

Analysis points: the domestic price of chloroform was 4395 yuan / ton on the 9th, down 1.01% compared with the previous day. The peak season of downstream refrigerants has not yet passed, which still supports chloroform; In addition, the price of raw material liquid chlorine has been high and firm, and the cost side supports it. According to the monitoring of the business agency, as of June 9, the mainstream ex factory price of liquid chlorine for tank cars in Shandong was around 2100 yuan / ton. According to the business news agency, on June 9, the factory price of Shandong Jinling trichloromethane bulk water was stable at 4440 yuan / ton; The actual transaction shall be subject to negotiation; The ex factory quotation of trichloromethane bulk water of Luxi Chemical is 4260 yuan / ton, and the actual transaction is subject to negotiation. However, with the price of chloroform returning to a high level, the lower reaches make more inquiries on demand and are not active in receiving high price goods.

Future forecast: business community analysts believe that the market demand for trichloromethane is acceptable, and the price of raw material liquid chlorine is also at a high level, but the downstream has a conflict with the high price of trichloromethane, and it is expected that the price of trichloromethane will continue to adjust slightly in the short term.

On Monday night, the nonferrous metal market rose and fell with each other. Shanghai lead opened lower at night and went up. Today, it rebounded from a low position in early trading and stopped falling temporarily. As of the closing of the 8th, the settlement price of the main contract of Shanghai lead 2107 was 15010 yuan / ton, up 0.40%.

The price of lead ingot in the domestic spot lead market is about 14850-15000 yuan / ton, with an average price of 14925 yuan / ton, up 75 yuan / ton from the previous trading day. At present, the tight supply of domestic ore end is still continuing, which has a certain support for the price of lead. However, due to the high social inventory, there is still some pressure on the price of lead. In June, the lower reaches are still in the off-season, the enthusiasm of the lower reaches to enter the market is limited, and the overall talks are still rather cold.

In the future, the business community believes that the electrolytic lead market is playing a long and short game, and there is a certain intention to replenish the downstream near the Dragon Boat Festival. It is expected that the lead price will fall in a limited space, and the fluctuation trend will be dominant.