1、 Price trend

According to the bulk list data of business society, the domestic glycine market price continued to rise this week. The average price of industrial glycine at the beginning of the week was 26666 yuan / ton, and the average price at the weekend was 27333 yuan / ton, an increase of 2.5%.

2、 Analysis and review

According to the price chart of the business club, the price of glycine has further increased, of which the quotation in Hebei has been restored, and the mainstream quotation of industrial glycine is 28000 yuan / ton. The enterprise’s production is stable and mainly completes the orders of old customers. Affected by the double limit in Shandong, the start-up of the unit is unstable, the supply of goods is tight, and the enterprise continues to stop reporting.

Downstream products: glyphosate demand continues to improve. It is understood that the price of glyphosate technical drug exceeds 70000 yuan / ton, the mainstream quotation in the market is around 75000 yuan / ton, the supply of goods is low, the manufacturers mainly execute orders, there is no pressure to deliver goods, the cost continues to be high, and under the support of strong demand, the glyphosate market is expected to remain high for a long time.

3、 Future forecast

Glycine analysts of business society believe that the overall supply of glycine is tight, the downstream demand is stable, and the future price is likely to be stable.

According to the bulk list data of business society, as of October 14, the average quotation price of formic acid enterprises was 8050.00 yuan / ton, up 0.42% compared with the price on October 8, 33.43% compared with the price on September 14, and 162.50% year-on-year in a three-month cycle.

After the festival, the market price of domestic industrial grade 85% formic acid is strong, mainly running. The price of raw materials operated strongly, the cost side formed a good support, the downstream just needed to buy, the market trading atmosphere was ok, the goods holders made strong offers, the market supply of low-cost goods decreased, and the focus of market negotiation was high.

Index: on October 13, the formic acid commodity index was 441.28, unchanged from yesterday, hitting a record high in the cycle, up 264.39% from the lowest point of 121.10 on December 7, 2020. (Note: the period refers to the period from September 1, 2020 to now)

In terms of cost, the reference price of upstream caustic soda was 1472.50 on October 13, an increase of 19.23% compared with October 1 (1235.00); For upstream liquid ammonia, on October 13, the reference price of liquid ammonia was 5125.00, an increase of 5.67% compared with October 1 (4850.00); For upstream sulfuric acid, on October 13, the sulfuric acid Market in Shandong was temporarily stable, and the upstream sulfur market has increased slightly recently. Some sulfuric acid manufacturers have insufficient operation, the load is reduced, the downstream formic acid market has risen sharply, and the downstream procurement enthusiasm is good; For upstream methanol, on October 13, the reference price of methanol was 4480.00, an increase of 24.01% compared with October 1 (3612.50).

The formic acid analysts of business society believe that the current cost level is running at a high level, which has obvious support for the price of formic acid and orderly market trading. It is expected that the formic acid market may operate strongly in the short term, and more attention should be paid to the guidance of market news.

According to the bulk commodity list data of business society, the formaldehyde Market in Shandong increased slightly. On the 12th, the average price of formaldehyde in Shandong was 2200.00 yuan / ton, and on the 13th, the average price of formaldehyde in Shandong was 2267.67 yuan / ton, up 3.03%. The current price rose 58.14% month on month, and the current price rose 115.87% year-on-year.

At present, the upstream methanol market continues to rise, the power coal continues to reach a new high, the methanol cost support is highlighted again, the tight supply situation remains unchanged, the downstream on-demand procurement continues, and the mentality of upstream and traders is supported. However, some northwest olefin plants begin to sell methanol away, so they are cautious about risks. In the short term, the methanol market is still expected to rise again. Give strong cost support to formaldehyde. The demand of downstream plate factories is acceptable, there is no resistance to the acceptance of formaldehyde price, and the formaldehyde market is rising.

Recently, the raw material methanol market continues to be high and rising. Driven by the strong cost, the formaldehyde analyst of the chemical branch of the business society expects that the recent rise in the price of formaldehyde in Shandong is mainly due to the rise.

According to statistics, the domestic market price of ammonium nitrate rose in early October. As of December 12, the market price of ammonium nitrate was 3780 yuan / ton, up 6.48% from 3550 yuan / ton at the beginning of the month and 30.34% year-on-year.

In the first ten days of October, the domestic ammonium nitrate market price trend rose, the domestic ammonium nitrate manufacturers operated stably, the supply of goods in the field was normal recently, the delivery of goods in the field was general, the manufacturer’s inventory was not high, the coal price in the upstream of the terminal continued to rise, and the ammonium nitrate price rose. Recently, the shipment market of ammonium nitrate manufacturers is general, and the downstream is purchased on demand. Recently, the trend of nitro compound fertilizer in the downstream is stable. There are still many shutdown in the domestic downstream civil explosive industry. The domestic ammonium nitrate manufacturers start work normally, and the price of ammonium nitrate market rises due to the cost support. Up to now, the mainstream negotiation in Shaanxi is 3700-3800 yuan / ton, the mainstream negotiation in Shandong is 3000-3300 yuan / ton, and the price in Hebei is 4700-4800 yuan / ton.

In the first ten days of October, the price trend of domestic concentrated nitric acid fell somewhat. As of the 12th, the average price of domestic nitric acid was 3356.67 yuan / ton, down 4.55% from 3516.67 yuan / ton at the beginning of the month. Shaanxi Xinghua offers 2750 yuan / ton; Anhui Jinhe offers 3200 yuan / ton; The quotation of synthetic chemical industry in Wenshui County is 3670 yuan / ton. Recently, the operation of domestic nitric acid plants is stable, the supply of concentrated nitric acid market is normal, and the delivery of goods in the field is general. There is no lack of nitric acid market with an upward trend, and the price of raw nitric acid has decreased, but the price of coal continues to rise, and the market price of ammonium nitrate is higher.

The price trend of domestic liquid ammonia market continued to rise in the first ten days of upstream October. As of December 12, the price of liquid ammonia was 5075 yuan / ton, up 4.65% from 4850 yuan / ton at the beginning of the month. The price of liquid ammonia continues to rise. The price of liquid ammonia in Shandong has reached 5000-5100 yuan / ton, mainly due to the reduction of supply caused by enterprise maintenance, the boost of high cost, and the expectation of peak season demand for agrochemical fertilizer. On the supply side, the market supply remains tight. The units in northwest, Hubei, Hebei, Shandong and other main producing areas were shut down for maintenance or started with load reduction, the market supply continued to decline, the domestic urea output decreased significantly, and the price began to rise continuously. Some ammonia enterprises switched to urea, which exacerbated the contradiction of shortage of liquid ammonia supply, The price of liquid ammonia also rose moderately. The sharp rise in the price of upstream liquid ammonia formed a certain positive support for the ammonium nitrate Market, and the market price trend of ammonium nitrate rose.

Recently, the demand of the downstream civil explosive industry is general, and the market demand for ammonium nitrate is normal, but the raw material market price remains high, which has a certain positive support for the ammonium nitrate Market. Recently, the spot supply of ammonium nitrate Market has decreased, which forms a certain support for the price. The ammonium nitrate analysts of the business society believe that the market price of ammonium nitrate may rise slightly in the later stage.

Trade name: chlorinated paraffin

Latest price: 6766 yuan / ton

Key points of analysis: on October 11, the price of chlorinated paraffin increased by 1.50% compared with the previous trading day. At present, the price of chlorinated paraffin 52 continues to rise, and the market trading atmosphere is good. The trend of crude oil is good, and the prices of raw liquid wax and liquid chlorine rise. With the support of good raw materials, the price of chlorinated paraffin still has room to rise.

Future forecast: the price of chlorinated paraffin will continue to rise in the short term.

According to the monitoring data of business agency, the external price of ethylene fluctuated and rose this week. The average price of ethylene at the beginning of the week was US $1125.25/t, and the average price of ethylene at the weekend was US $1138.00/t, an increase of 1.13%. The current price fell by 2.09% month on month, and the current price rose by 46.89% year-on-year.

Recently, the external ethylene market has shown an overall upward trend. Asian ethylene market prices continued to rise. As of the 8th, CFR Northeast Asia closed at US $1146-1156 / T and CFR Southeast Asia closed at US $1061-1071 / T. European ethylene market prices rose slightly. As of the 8th, FD northwest Europe closed at US $1205-1215 / T and CIF northwest Europe closed at US $1105-1113 / T. The price of ethylene in the United States fell. As of the 8th, the price was US $696-714 / ton. In the recent external ethylene market, the demand is OK on the whole, showing an upward trend, and the increase is OK. The recent decline of American ethylene is dominated, and the market is poor.

Internationally: on October 8, the international oil price rose. The settlement price of the main contract of WTI crude oil futures in the United States was US $79.35/barrel, an increase of US $1.05 or 1.3%, and the settlement price of Brent crude oil futures was US $82.39/barrel, an increase of US $0.44 or 0.5%. WTI crude oil rose by more than 1%, with a cumulative increase of nearly 4% this week. Approaching winter, fuel demand increased, superimposed supply tightening was difficult to ease, and oil prices were still strong and volatile.

Styrene prices rose sharply after the festival. The styrene market continued to rise, the prices of crude oil and pure benzene rose sharply, and the cost support of styrene continued. Heze Sheng’s original 80000 T / a styrene plant was shut down in the afternoon of September 26. It was reported that it was intended to be overhauled for one month, which boosted the market information and gave positive support to the supply side.

The ethylene analyst of the chemical branch of the business agency believes that: at present, in terms of crude oil, the market is optimistic about the demand for crude oil in winter, the supply is tightening, and the cost is strong. Therefore, the data analyst of the business agency predicts that the external price of ethylene will mainly rise next.

On October 8, the price trend of gasoline and diesel in Shandong fell slightly, and the price of domestic 92# gasoline was 7812.6 yuan / ton; The price of domestic 0# diesel oil is 7320.2 yuan / ton. The refinery unit operates stably and the delivery situation is acceptable. The price trend of refined oil in Shandong has dropped slightly. The transaction price of guoliu automobile 92# gasoline is 7750-7950 yuan / ton; The transaction price of guoliu automobile 95# gasoline is 7900-8100 yuan / ton; The transaction price of guoliu automotive 0# diesel is 7250-7450 yuan / ton. The settlement price of the main contract of WTI crude oil futures in the United States was US $78.30/barrel, and the settlement price of the main contract of Brent crude oil futures was US $81.95/barrel. Due to the current tight energy supply, the market sentiment is still bullish on the oil price. Superimposed on the market that the United States is unlikely to release emergency crude oil reserves or prohibit exports, the oil price has been supported, The high crude oil price is good for the domestic product oil price, and it is expected that the product oil price may rise in the later stage.

According to the data monitoring of business agency, the market price of ammonium chloride fell slightly in September. The price at the beginning of the month was about 1170 yuan / ton, and the price at the end of the month was about 1135 yuan / ton, with an overall decrease of 3.0%.

In the first and middle of September, the downstream demand for ammonium chloride was weak, and the price of ammonium chloride was weak and lower; Since the middle and late September, affected by the dual control policy of energy consumption, some domestic enterprises, especially those in East China, have parked and reduced their load more, and the industrial operating rate has suddenly dropped sharply to less than 60%, which has promoted the rebound of ammonium chloride price. Especially in Jiangsu, the supply of goods in the area affected by the parking of large factories is tight, and the price has risen sharply. According to the business agency, in mid and late September, the market offer of solid ammonium chloride and dry ammonium in Jiangsu reached 1350 yuan / ton.

Urea and raw liquid ammonia rose sharply, which supported ammonium chloride strongly. According to the monitoring of business agency, as of September 30, the price of domestic liquid ammonia was 4850 yuan / ton, an overall increase of 24.36% over the price of 3900 yuan / ton at the beginning of the month; As of September 30, the domestic urea price was 2816 yuan / ton, an overall increase of 13.58% over the price of 2480 yuan / ton at the beginning of the month.

Future forecast: ammonium chloride analysts of business society believe that the cost increases sharply, the industry starts running at a low level, and the expectation of later winter storage, ammonium chloride has obvious support. It is expected that the price of ammonium chloride will rise tentatively in the later period.

According to the monitoring of business agency, the price trend of domestic anhydrous hydrofluoric acid rose in September. By the end of the month, the market price of hydrofluoric acid was 11170 yuan / ton, up 3.52% from 10790 yuan / ton at the beginning of the month and 32.50% year-on-year.

The price trend of domestic hydrofluoric acid rose in September. Up to now, the mainstream price negotiated in various regions of domestic hydrofluoric acid is 10500-11000 yuan / ton. The quotation of some manufacturers is higher than the market price. The actual transaction market in the venue has improved. The price rise of domestic hydrofluoric acid is dominated. The domestic spot supply of hydrofluoric acid is slightly tight, and the price in the venue has increased slightly.

In September, the domestic spot supply of hydrofluoric acid was normal, some hydrofluoric acid units in the site operated stably, and the price of fluorite, the upstream raw material of hydrofluoric acid, rose slightly. So far, the mainstream hydrofluoric acid negotiation in the south is 10500-11000 yuan / ton, and the hydrofluoric acid price in the north market is 10400-11000 yuan / ton. In September, the domestic hydrofluoric acid market price was mainly higher, and the manufacturers reported that the recent raw material price was high, and there was a continuous upward trend in the later period.

In September, the market price trend of hydrofluoric acid raw material fluorite increased slightly. By the end of the month, the domestic fluorite price was 2666.67 yuan / ton, with a price increase of 0.42%. Recently, the domestic spot supply of fluorite was normal, and the units of some manufacturers in the North operated normally. However, the recent “double control” was relatively strict, and the affected units in some regions stopped. In general, there was little change in the supply in the field, The price trend of domestic fluorite rose slightly in September. By the end of the month, the mainstream of domestic fluorite negotiation was 2500-2600 yuan / ton. The rising price of fluorite in the venue was a good support for the hydrofluoric acid market, and the price trend of domestic hydrofluoric acid market rose.

In September, the price trend of domestic downstream refrigerant products rose sharply, the operating rate of the refrigerant industry in the field is still not high, the recent sales of the automobile industry are OK, the refrigerant market trend is rising, the demand is mainly based on demand, and the refrigerant industry market is improving. On the whole, the refrigerant market is dominated by positive factors, and the price trend of hydrofluoric acid and chloroform is rising, which increases the cost of the refrigerant industry. At present, the price of refrigerant R22 rose sharply in September, with a range of about 31%, over 70% year-on-year, and the market focus shifted significantly upward. Trichloromethane rose by nearly 33%, with strong cost support. The quotation at the end of R22 was about 26000-27000 yuan / ton. At present, the demand at home and abroad is relatively stable, there are no obvious negative factors, and R22 is running at a high level in the short term. The domestic R134a price soared, with an increase of over 67% in the month. The enterprise rapidly increased in the week, and now it has exceeded the threshold of 40000 yuan, and the highest price has been reported to 45000 yuan / ton. Most enterprises closed the market and stopped reporting to see the market reflect. At the same time, due to power restriction in some places, the operating rate of refrigerant manufacturers further fell, and the supply side helped R13 price soar. Although the vehicle demand is still in the off-season, However, the cost support is becoming stronger and the market is running stronger. The market trend of downstream refrigerant rises sharply. The higher downstream market benefits the domestic hydrofluoric acid market, and the on-site price continues to rise.

From the industrial chain chart, the price trend of fluorine chemical industry continues to rise, the price of raw fluorite rises slightly, and the price of downstream refrigerant products rises sharply. In addition, the recent stable operation of domestic hydrofluoric acid units, the spot supply on the site is slightly tight, and the price of raw sulfuric acid continues to rise. Chen Ling, hydrofluoric acid analyst of business society, believes that there is room for the market price of hydrofluoric acid.

1、 Price trend

According to the monitoring data of business agency, the average ex factory price of domestic ammonium sulfate was 1153 yuan / ton on September 1 and 1170 yuan / ton on September 30. The price of ammonium sulfate increased by 1.45% this month.

2、 Market analysis

The market of ammonium sulfate fluctuated upward in September. At the beginning of the month, the market of ammonium sulfate showed a roller coaster trend, and the overall trend was unstable, rising and falling. Due to environmental protection and production restriction in some areas, the operating rate of enterprises decreased. The trading atmosphere of coking grade ammonium sulfate Market is general, the quotation of enterprises is unstable, and there are differences among regions. The quotation of Hexin grade ammonium sulfate is fine tuned, and the domestic demand is flat. In the middle of the month, the coking grade ammonium sulfate Market was cold, new orders were insufficient, and the demand side was weak. Although the quotation of Hexin grade ammonium sulfate is strong, the market is general. At the end of the month, the supply of coking grade ammonium sulfate was significantly reduced under the influence of environmental protection and dual control. Downstream demand increased, market performance improved and prices rose. Domestic export demand is good, the supply of goods is tight, and the price rises steadily. For coking grade ammonium sulfate this month, the mainstream factory quotation of ammonium sulfate in Shandong is 1050-1150 yuan / ton, that in Hebei is 1070-1120 yuan / ton, and that in Shanxi is 980-1100 yuan / ton.

In early September, the downstream compound fertilizer market was poor, the overall trend was weak, and the market began to fall. Since mid month, the market of compound fertilizer has gradually stabilized. The operating rate of the enterprise is not high, the raw material market is always high, and the compound fertilizer enterprise is under great pressure. The raw materials are purchased on demand, and the demand is difficult to improve in the short term. The quotation of large manufacturers is still strong, and the cost is still supported. In the later stage, the compound fertilizer tray runs stably until the end of the month.

3、 Future forecast

Ammonium sulfate analysts of business society believe that it is difficult to improve the supply of ammonium sulfate under the influence of environmental protection and dual control. The price of downstream compound fertilizer raw materials is strong, the enterprise purchases on demand, and the demand for ammonium sulfate is acceptable. The price of ammonium sulfate is expected to rise steadily in the short term.