1、 Price trend

According to the commodity data monitoring, the titanium dioxide market is basically stable this week, and the domestic titanium dioxide price is 20950 yuan / ton.

2、 Market analysis

The market price of titanium dioxide is basically stable this week. Price increase letters from various manufacturers have been issued successively, including Longbai group, CNNC titanium dioxide, dainterworking, etc. The price increase is mainly to stabilize the price, supplemented by raising the price. Up to now, the factory quotation including tax of rutile titanium dioxide in China is 19500-21800 yuan / ton; The ex factory quotation of anatase titanium dioxide including tax is between 17600-19500 yuan / ton. At present, titanium dioxide enterprises are limited by the sound of films, more parking, low market operation, and many enterprises have sent letters to raise prices. The trading market has a strong wait-and-see mentality. Traders are more cautious in taking goods and mainly purchase on demand.

In terms of titanium concentrate, the price of titanium concentrate in Panxi continued to decline this week. The titanium ore market in Yunnan is relatively cold, the market inquiry is general, the manufacturers deliver more early orders, the downstream wait-and-see mood is strong, and the market price is reduced slightly. Up to now, the tax free quotation of 38 grade titanium ore is about 1650-1700 yuan / ton, that of 46 grade 10 titanium ore is about 2400-2450 yuan / ton, and that of 47 grade 20 ore is about 2500-2550 yuan / ton. The operating rate of the downstream titanium dioxide plant decreases, the overall demand for titanium concentrate shrinks slightly, and the demand for titanium ore market weakens. The overall market trading atmosphere is general, traders are cautious in taking goods, and the wait-and-see mood is obvious. Downstream procurement is mainly on demand. It is expected that the price of titanium concentrate will remain stable in the short term, and the actual transaction price will be dominated by single negotiation.

In terms of sulfuric acid, the downstream limited power and environmental protection factors have weakened the demand. According to the bulk list data of business society, the price of sulfuric acid fell slightly this week. So far, the average price of sulfuric acid in Shandong is 795 yuan / ton.

3、 Future forecast

Titanium dioxide analysts of business society believe that: at present, the quotation of titanium dioxide market is strong, upstream and downstream purchase on demand, and the manufacturers have strong willingness to rise. Internationally, the demand for foreign trade is acceptable and there is no pressure in the short term. In terms of raw materials, although titanium concentrate and sulfuric acid have decreased slightly, they are still at a high level, and the cost pressure of titanium dioxide is large. It is expected that the titanium dioxide market will be more wait-and-see and consolidation in the short term.

According to the monitoring of business society, the price of domestic adipic acid rose sharply in the week of October 11-15. After the market entered a stable period in the first ten days, the price of adipic acid rose again due to the impact of cost and supply shortage. According to the monitoring of business society, the weekly increase of adipic acid in East China reached 13.90 yuan / ton. At present, the mainstream price range in the market is 12500-12800 yuan / ton, and even some offers are as high as 13000 yuan / ton.

In terms of market supply, the operating rate of adipic acid manufacturers continued to decline last week, with an operating rate of less than 60%. In addition to the shutdown of Hongding unit, the output of Taihua unit was damaged due to instability. More importantly, the maintenance plan of Shenma and Tianli hi tech in mid and late October led to a decrease in supply and an expected rise in temperature. The sharp rise in the price of adipic acid is inseparable from the shortage of supply.

Adipic acid industry chain trend chart

The adipic acid industry chain shows that the cost side continues to be strong and the downstream is weak. The price of adipic acid as an intermediate product is affected by the cost, the increase is stronger than that of downstream products, and the enterprise profit continues to improve compared with August.

Trend chart of pure benzene Market

Cyclohexanone market trend chart

In terms of cost, crude oil continued to rise, driving the strength of the downstream of chemical industry. After the sharp decline of pure benzene in late September, it approached the historical high again after the festival. According to the monitoring of business society, as of October 15, the increase of pure benzene in October was 7.11%, cyclohexanone remained high and volatile, and now it has also reached the historical high. The rising cost is the most direct factor for the rise of adipic acid.

PA66 market trend chart

Terminal demand: from the perspective of PA66 downstream of adipic acid, the price of PA66 products rebounded at the end of August and has maintained a high shock trend since October, with a slight upward trend of 0.25%. The market is dominated by rigid demand. In other fields, the demand of polyurethane plate is general, dominated by rigid procurement, and the market began to enter the off-season. It can be said that the demand is still a restrictive factor restricting the continuous rise of adipic acid price.

In the later stage, the business society believes that adipic acid will continue to be boosted by both cost and supply. In particular, recently, Shenma and Tianli high tech devices are facing maintenance, and the reduction of market supply is expected to continue to support the price, but it will also be counteracted by the weak downstream demand. Adipic acid will still maintain a strong trend under the supply-demand game in the short term.

Trade name: melamine

Latest price (October 11): 19800 yuan / ton

On October 19, the melamine market rose, up 4.58% compared with the previous trading day, 16.47% compared with the price on September 19, and 62.30% year-on-year in a three-month cycle. At present, the upstream urea price is high, the cost side has certain support, the export support is stable, the enterprise sales are not under pressure, the supply of goods is tight, the downstream pressure is followed up, and the focus of market negotiation is high.

It is expected that in the short term, the melamine market may operate strongly.

1、 Price trend

According to the bulk list data of business society, the average ex factory price of powdered monoammonium was 3500 yuan / ton on October 11 and 3466 yuan / ton on October 15. The price of monoammonium phosphate fell by 0.95% this week.

According to the bulk list data of business society, the average ex factory price of 64% diammonium phosphate was 3590 yuan / ton on October 11 and 3590 yuan / ton on October 15. The price of diammonium phosphate was stable this week.

2、 Market analysis

The price of monoammonium phosphate fell slightly this week. The operating rate of enterprises this week was 52%, down from last week. At present, the market atmosphere is weak, the market trend is poor, and the price is adjusted in a narrow range. The operating rate of downstream compound fertilizer decreased, and the purchase intention of raw materials was not obvious, so they mostly took a wait-and-see attitude. At present, the factory quotation of 55% powdered ammonium in China is 3300-3500 yuan / ton. The factory quotation of 58% powdered ammonium is about 3600 yuan / ton.

The price of diammonium phosphate was stable this week. The operating rate of enterprises this week was 54%, down from last week. At present, most diammonium enterprises have a large export waiting volume, and still mainly issue early orders. The cost support is good, the downstream orders are supplemented on demand, and the price of diammonium continues to be high and strong. The factory quotation of 64% mainstream diammonium in Hubei is 3550-3650 yuan / ton, and the actual transaction can be negotiated.

This week, the domestic market situation of raw phosphorus ore was consolidated and operated stably. This week, some mining enterprises in Guizhou resumed mining, mainly for contract users. The supply in some parts of the phosphorus ore market is still tight. Affected by the weak operation in the downstream, the enthusiasm of taking goods in the downstream is general.

3、 Future forecast

The ammonium phosphate analyst of business society believes that the current market situation of Monoammonium is weak and the downstream compound fertilizer enterprises are not active in purchasing. It is expected that the price of monoammonium phosphate will mainly operate weakly and stably in the short term. At present, there are sufficient advance orders for diammonium, and there is no sales pressure for the time being. It is expected that diammonium phosphate will continue to operate at a high level and stably in the short term.

Price trend:

According to the bulk list data of business society, the domestic ABS market fluctuated, sorted out and operated, and the spot price rose on the whole. As of October 15, the average price of general-purpose ABS mainstream offer was about 18225 yuan / ton, an increase of 2.39% over the price level at the beginning of the month and 9.79% over the same period last year.

Factor analysis:

Industrial chain: the upstream styrene increased greatly due to the upward trend of international oil price and the benefits of chemical chain products. The recent rise is strong and has been corrected this week. In addition, some production lines are shut down for maintenance, and the support for styrene at the supply end is strengthened.

The price of acrylonitrile has been stable and small this week, and the upstream raw material market has strengthened, but it has not been fed back to the spot price of acrylonitrile, and the offer of merchants in the venue is still relatively stable. The on-site trading is general, the message surface is weak, and the procurement operation on the demand side is cautious.

The price of butadiene has been declining for more than a month. At present, the domestic butadiene market has increased slightly, and the market has stopped falling and warmed up, which has increased the enthusiasm of downstream position replenishment. With the price increase and transaction of northeast goods, the market focus is on the rise as a whole.

The upstream market fluctuated, and the cost side support of ABS was general. In terms of operating rate, the newly increased capacity in the early stage and the maintenance plans of several production lines exist at the same time. The recent power restriction environmental protection policy and shutdown maintenance of some enterprises have caused a certain loss of capacity, and the decline in operating rate of ABS industry is good for the supply side. At the same time, there is a certain amount of downstream demand, and the terminal enterprises just need to take the goods.

Future forecast:

Business analysts believe that the ABS spot market fluctuated this week, and the trend of the three upstream materials fluctuated, which generally contributed to the ABS. The operating rate of domestic ABS related enterprises has decreased due to the impact of environmental protection related policies, but there is a certain rigid demand at the terminal in peak season to support the kinetic energy in the field. After the spot rose, it was resisted by the buyer. In the second half of the week, the merchant sold the goods at a profit and made an offer callback. It is expected that the ABS spot market may still fluctuate slightly in the short term.

1、 Price trend

According to the data monitoring of the bulk list of business society, the bromine price is strong. At present, the average market price in Shandong is about 69000 yuan / ton, up 43.01% from the average market price of 48250 yuan / ton on October 7. On October 12, the bromine commodity index was 240.35, up 4.82 points from yesterday, a record high in the cycle, up 307.93% from the lowest point of 58.92 on October 29, 2014. (Note: the period refers to the period from September 1, 2011 to now)

Bromine prices have risen to their highest level in 10 years. On October 13, the average market price was 69000 yuan / ton, which was about 24200 yuan / ton higher than the bromine price monitored by the business society on October 17, 2011, and the price increase has reached 185.12%.

As can be seen from the weekly histogram of bromine of business society, the price of bromine has been rising since August 23. Especially after October, prices rose like a tide.

2、 Market analysis

Raw materials: according to the survey data of business society, bromine has increased by 51.17% in recent three months. In the past three months, the increases of soda ash, sulfuric acid and sulfur in the upstream of bromine were 84.86%, 59.45% and 26.24% respectively. On June 13, the average market price of sulfur was about 1613.33 yuan / ton, and on October 12, the average market price was 26.24 yuan / ton, with a price increase of 26.24%. On October 12, the domestic sulfur market was sorted upward. Refineries in various regions adjusted their prices according to their own shipments. Except that the price of liquid sulfur was stable in East China, the price in North China and Shandong increased by 60-70 yuan / ton. The domestic refinery inventory is low, the manufacturer’s quotation is strong, the downstream traders purchase on demand, the enterprise shipment is stable, the low price in the field is difficult to find, the future sulfur market is high, wait and see, and pay attention to the downstream follow-up.

In terms of supply: the tight overall supply has led to the upward trend of domestic bromine prices. At present, Shandong enterprises mainly report about 65000-70000 yuan / ton, and the bromine price is running at a high level. The output of bromine enterprises in Shandong fell, first, due to precipitation, and second, due to environmental protection policies, the overall supply of output was tight.

The overall demand of bromine downstream flame retardant and intermediate industry is relatively positive. The main downstream flame retardant market generally performs well, with obvious support for bromine price, spot shortage of bromine and upward bromine price in the short term.

Business analysts believe that the overall demand growth of bromine is relatively slow, and the output of bromine enterprises is generally low. Now the construction of bromine downstream flame retardant and intermediate industries still supports bromine, and the demand for bromine is acceptable. However, under the current high price, the cost of bromine downstream enterprises increases, the pressure appears, the acceptance of bromine is limited, and there is resistance. However, considering the impact of the current policy of production and power restriction, the bromine supply is reduced. It is comprehensively expected that the short-term bromine price will still be high in the later stage of consolidation and operation, depending on the downstream market demand.

Trade name: acetic acid

Latest price (October 13): 8870.00 yuan / ton

Key points of analysis: the acetic acid market operates at a high level, the domestic acetic acid enterprises have a low inventory, the market quotation is high and strong, but the downstream operation is low, traders mostly purchase on demand, the actual transaction negotiation of enterprises is mainly, the short-term market is high, and the on-site operators have a wait-and-see mentality.

Future forecast: at present, the downstream demand is general. When the domestic acetic acid plant gradually recovers, the market inventory may accumulate, and the future market may be downward. Pay attention to the downstream transaction.

Since the beginning of October, the domestic liquefied gas market has continued to rise in price and the focus has shifted upward. At present, the average price of civil gas in Shandong is above 5700 yuan / ton, breaking the highest point in the year, reaching 6000 yuan / ton. According to the data monitoring of business agency, the average price of liquefied gas in Shandong civil market was 5273.33 yuan / ton on September 30 and 5710.00 yuan / ton on October 11, with an increase of 8.28% and 63.61% compared with January 1.

As of October 11, the mainstream prices of liquefied gas in various regions in China are as follows:

Specifications type of shipping region Mainstream quotation

Civil gas Automobile transportation North China 5550-5850 yuan / ton

Civil gas Automobile transportation East China 5700-5950 yuan / ton

Civil gas Automobile transportation South China 5830-6150 yuan / ton

Civil gas Automobile transportation Shandong region 5600-5830 yuan / ton

Since this year (2021), the overall trend of domestic liquefied gas has been strong, and the price is at a relatively high level. In October, the price of liquefied gas civil market continues to rise, and the overall focus has shifted upward. At present, the civil ex factory quotation of liquefied gas in Shandong is mostly above 5700 yuan / ton, breaking the highest point in the year and sprinting through the 6000 yuan barrier.

The beginning of October was the national day. Although the 11th National Day holiday was ushered in, the price rise in the domestic liquefied gas market did not stop. During the holiday, the price continued to rise, the rising trend remained unchanged after the festival, and the focus still shifted upward. At present, the market is dominated by positive factors. With the introduction of the sharp rise in CP price in October, it has significantly boosted the domestic market. In addition, the international crude oil price is strong and upward, and the news is good for the market mentality. During the holiday, the civil price of liquefied gas rose sharply. However, negative factors still exist. As the current price rises to a high level, the resistance in the downstream after the festival increases, the enthusiasm for entering the market is general, and the market shipment turns light. Shandong civil gas market slightly lowered the price on the 9th, focusing on shipments. However, due to the continuous rise in the prices of related products, the price of liquefied gas for civil use rose again on the 11th. At present, the mainstream quotation of Shandong civil gas is 5600-5830 yuan / ton, and the upstream inventory is mostly controllable.

After the festival, the trend of LPG futures market was strong, which brought some support to the spot market. On October 11, the opening price of LPG futures contract 2111 was 6482, the highest price was 6803, the lowest price was 6430, the closing price was 6755, the former settlement price was 6480, the settlement price was 6635, up 275, or 4.24%, the trading volume was 162007, the position was 54005, and the daily position was increased by – 255. (quotation unit: yuan / ton)

At present, the overall transaction atmosphere of the domestic liquefied gas market is mild, the South and North markets are mainly increased, and the weather continues to cool, and the terminal demand is still expected to improve in the later stage. In addition, the high international crude oil price also brings obvious benefits to the market. However, due to the high liquefied gas price, it is expected that the rise trend of the liquefied gas market will remain unchanged and the increase may narrow in the later stage.

The price of aluminum fluoride rose on October 11

According to the data of business agency, the domestic price of aluminum fluoride on October 11 was 10366.67 yuan / ton, up 2.64% from 10100.00 yuan / ton on October 1 at the beginning of the month; The trend of aluminum fluoride continued to rise.

Overview of industrial chain Market

According to the monitoring of business society, the prices of fluorite and hydrofluoric acid rose in October, and the cost of aluminum fluoride rose; The high price of electrolytic aluminum fluctuated and rose, and the demand for aluminum fluoride remained strong. The start-up level of aluminum fluoride enterprises fell, the downstream demand was strong, and the production capacity of aluminum fluoride was limited, which stimulated the rise of aluminum fluoride prices.

Market overview and forecast

Analysts of aluminum fluoride industry of business agency believe that: the price of aluminum fluoride raw materials fluctuates and rises, the downstream electrolytic aluminum continues to rise at a high level, the demand for aluminum fluoride is strong, and the cost rises, which stimulates the price fluctuation and rise of aluminum fluoride. In the future, the price of aluminum fluoride is expected to rise in shock.

Trade name: melamine

Latest price (October 9): 17533.33 yuan / ton

On October 9, the melamine market was strong, up 0.57% compared with the previous trading day, 1.35% compared with the price on September 30 and 213.10% compared with the same period last year. At present, the upstream urea price is rising, the cost support is rising, the demand side export support is strong, the domestic trade is just needed, and the market atmosphere is OK.

It is expected that in the short term, the domestic melamine market may be dominated by strong operation.