According to the monitoring of the business agency, the price of activated carbon was 10933 yuan / ton at the beginning of this week, and 10733 yuan / ton at the end of this week, with the price falling by 1.83%.

Products: the price of activated carbon in China is weak. At present, the ex factory price of activated carbon for coconut shell water purification in East China is about 7500-11000 yuan / ton; most of the domestic activated carbon prices are stable, and some are down, which has little impact on the overall market and the total transaction volume is limited.

Industry chain: the cost pressure of coconut shell, fruit shell, charcoal and other main raw materials in the upstream of activated carbon is supported, and the demand is fair; the cost support of coal based carbon raw materials is weak. The downstream power, medicine and other demand industries collect goods according to the order. The purchase market of activated carbon for air purification and water purification is favorable. The environmental protection policy has boosted the activated carbon market. The overall market demand is fair, the volume of sales is average, and the transaction atmosphere is cold.

Forecast: the trading in the spot market of activated carbon is generally stable, and the quotations of merchants are mostly stable, and some of them are down regulated. It is expected that the active carbon market will be mainly stable with individual adjustments.

1、 Price trend

According to the data of business agency, the average price of domestic LNG on August 7 was 2470 yuan / ton, up 0.27% compared with 2463.33 yuan / ton at the beginning of the week, 1.09% higher on a month on month basis, and 24.77% lower than the same period last year.

2、 Analysis of influencing factors

This week, the domestic LNG market remained stable and rose slightly. Due to the recent increase of maintenance fluid plants in some areas, the output has decreased, the on-site supply has been tightened, the shipment has been smooth, the contradiction between supply and demand has been improved, and the price has risen steadily. At present, the overall domestic operating rate is about 60%, and the operating rate in some regions is slightly low. Although the preliminary maintenance enterprises start to sell, more enterprises such as Huineng in Inner Mongolia, Yangling in Shaanxi, Zhongjing in Sichuan, Shouyang in Shanxi and so on, have entered the overhaul stage collectively with large production capacity. Boosted by this, the liquid plants have a strong desire to support the market, and the recent increase in imported gas prices has driven the market sentiment The overall trend of liquid price is rising. However, in the off-season market, the downstream demand is limited and the follow-up is insufficient, so the rising space of liquid price is limited.

According to the data monitoring of business agency, as of August 7, the average price of domestic liquefied natural gas was 2470 yuan / ton, that of Inner Mongolia was 2430-2500 yuan / ton, that of Shaanxi was 2500 yuan / ton, that of Shanxi was 2500 yuan / ton, that of Ningxia was 2480 yuan / ton, and that of Xinjiang was 2440 yuan / ton. The overall price of liquid was stable and did not change much.

Enterprise capacity rose and fell from August 7 to August 3

Inner Mongolia Shitai 550000 m3 / D 2430 yuan / ton 2430 yuan / ton

Star energy 1 million cubic meters / day 2480 yuan / ton 2460 yuan / ton 20 yuan

Inner Mongolia Sentai: 1.2 million cubic meters / day: 2520 yuan / ton: 2520 yuan / ton

Zhongyuan green energy: 3 million cubic meters / day, 2500 yuan / ton, 2500 yuan / ton

Shengdazi Prefecture: 1 million cubic meters / day 2490 yuan / ton 2450 yuan / ton 40 yuan

Dazhou Huixin: 1 million cubic meters / day: 2750 yuan / ton: 2750 yuan / ton

Ningxia Hongxing 1 million cubic meters / day 2480 yuan / ton 2500 yuan / ton – 20

Xinjiang Qinghua: 300000 cubic meters / day: 3000 yuan / ton: 3000 yuan / ton

Qinshui Xinao — 2500 yuan / ton 2400 yuan / ton 100 yuan

At present, the price of downstream methanol is at a historical low level, and some methanol plants with backward process and high cost are shut down; most of the international methanol plants have stable production, and the import volume is expected to remain high in August; the traditional downstream demand is general, and formaldehyde enters the traditional off-season. Under the premise of no inventory reduction, it is difficult for the methanol market to reach the bottom. At present, the supply of methanol market at home and abroad is increasing, while the demand is weakening, and the fundamentals of methanol supply exceeding demand are highlighted. Methanol analysts of the business agency predict that the domestic methanol market will bottom again in August, and it is not ruled out that there is the possibility of falling below the new low.

At present, the supply pressure of liquid ammonia tends to increase. It is rumored that Shandong large plant may have a device overhaul in August, which may have a great impact on the market prices of Shandong and Hebei. On the demand side, the downstream procurement may slow down in the later stage, resulting in a certain pressure in the later stage of liquid ammonia supply. In addition, the export of phosphate fertilizer is affected more obviously, mainly by the overseas epidemic situation, and it is unlikely to recover in the short term. Therefore, affected by the two factors of supply and demand, the price of liquid ammonia is expected to be stable in the near future.

Urea and upstream liquid ammonia have risen slightly in recent years, and the cost support is strong. Affected by the printing mark, the downstream demand is strong. The rubber plate factory and compound fertilizer plant follow up appropriately, and the middlemen are cautious in receiving goods. Urea analysts from the business club believe that the current agricultural demand is low, and the downstream industry is generally enthusiastic about urea procurement. Although there is support from the printing mark, the support is weak, and it is expected that the short-term urea market will fluctuate slightly.

At present, the upstream liquid chlorine market is at a high level, and the price support of methane chloride is acceptable; the overall purchase of dichloromethane in the downstream market is insufficient, which is not conducive to the market support. According to the business association, at present, the dichloromethane market is gradually recovering, the inventory pressure of enterprises is not big, and the raw materials are high, and the production cost pressure of enterprises is relatively high. However, the downstream market demand is still weak, and the price support for dichloromethane is insufficient, and it is expected to maintain stable operation in the short term.

3、 Future forecast

LNG analysts of the business agency believe that: at present, the number of maintenance enterprises is increasing, the supply of goods in the field is tightening, and the upward trend of imported gas drives up the market atmosphere, and the liquid plants actively push up. However, the demand in the off-season is limited and the supporting force is insufficient. It is expected that the driving force for the rise of domestic LNG market is limited in the short term, and it may continue to operate stably in the future.

According to the monitoring of the business agency, the price of domestic anhydrous hydrofluoric acid fell this week. As of the end of the week, the market price of hydrofluoric acid was 8850 yuan / ton, 1.88% lower than that at the beginning of the week, and 23.31% lower than that at the beginning of the week.

Recently, the domestic hydrofluoric acid price has fallen. Up to now, the mainstream price of domestic hydrofluoric acid is 8000-9000 yuan / ton. The domestic hydrofluoric acid trading market is weak. The negative factors of hydrofluoric acid price fall include the following aspects:

First, the market price of hydrofluoric acid raw material fluorite decreased slightly. As of the end of the week, the domestic fluorite price was 2761.11 yuan / ton. Recently, the domestic spot supply of fluorite was sufficient, and the on-site shipment was not positive, and the price of fluorite dropped slightly. By the end of the weekend, the mainstream of domestic fluorite negotiation was RMB 2550-2700 / T. the decline of fluorite price was a negative effect on hydrofluoric acid market, and the domestic hydrofluoric acid market price declined.

Second: the domestic market of refrigerants is lower this week. In recent years, the sales market of automobile industry is general, but the market of refrigerant downstream of the terminal remains at a low level. The demand for refrigerants has not been significantly improved. The foreign economy has been recovering continuously. However, the export of refrigerant terminals has not changed much. However, the domestic air conditioning industry has started to operate at a low level, and the demand for maintenance and after-sales service is weak There was no significant improvement. At present, the load of refrigerant R22 manufacturers is not high, and the inventory is in a reasonable range. Although the market price has increased, the downstream receiving capacity is limited, and there is a lot of wait-and-see mood. The actual transaction center of gravity is shifted downward. Some traders are looking for positive shipment, and the quotation is slightly lower than the manufacturer’s ex factory price. There is a phenomenon of cost inversion. The mainstream of on-site negotiation is 16000-16500 yuan / ton 。 The market of R134a in China continues to decline and has fallen to the bottom. The automobile market continues to be depressed with weak demand. The focus of market trading has shifted down and the atmosphere of transaction is light. With sufficient supply of goods in the market and the impact of new production capacity entering the market, the competition is fierce, the supply side gradually forms a negative situation, the price keeps falling, the downstream demand is not improved, and the market price of hydrofluoric acid falls.

Third, the domestic hydrofluoric acid spot supply is sufficient, the hydrofluoric acid on-site device operates stably, and the hydrofluoric acid market price is lower. So far, the mainstream hydrofluoric acid negotiation in the southern region is 8000-8500 yuan / ton, and the hydrofluoric acid price in the northern market is 8000-9000 yuan / ton. Recently, the price trend of domestic hydrofluoric acid market has fallen down. Some manufacturers have reported that hydrofluoric acid has survived in the cracks, and some manufacturers still have losses and the market is not good.

On the whole, affected by various negative factors, the domestic hydrofluoric acid market price fell down. In addition, the demand of downstream refrigerant industry did not significantly improve, and the upstream fluorite price fell. Chen Ling, an analyst of hydrofluoric acid in the business agency, believes that the market price of hydrofluoric acid may continue to decline.

On July 30, the U.S. WTI crude oil futures market prices fell sharply, with the settlement price of main contracts at $39.92/barrel, down $1.35. Brent crude oil futures market prices fell, with the main contract settlement price at $43.25/barrel, down $0.84. Oil prices fell sharply, mainly due to weak US economic data and political uncertainty.

The main reason for the sharp decline in oil prices was that the United States released the initial GDP report on the evening of July 30. The data showed that the real GDP of the United States in the second quarter fell by 32.9%, the worst record since the publication of quarterly GDP data in 1947. At the same time, the actual quarterly rate of personal consumption expenditure in the second quarter of the United States recorded – 34.6%, the largest decline in history. As soon as the data was released, oil prices fell sharply, with WTI falling to $38.72/barrel. Uncertainty in the economic outlook has hit oil prices hard.

In addition, trump tweeted that the election was postponed and the US stock market fell sharply. The risky assets represented by crude oil in the commodity market were also sold off, and the downward pressure on prices increased. Investors are generally worried about the chain reaction of the capital market caused by the election delay, which challenges the US Constitution and gives us political uncertainty.

Under the current epidemic situation, while crude oil demand is slowing down, there is also a great risk on the supply side. OPEC + will officially begin to relax the record production reduction on August 1. The crude oil production was cut by 9.7 million barrels / day from May to June. Later, this policy continued to July. But as soon as August enters, the reduction rate of OPEC + production may be discounted. OPEC plans to start from August to this year In the rest of the time, the quota for production reduction will be relaxed by 2 million barrels / day. Although OPEC + hopes for economic recovery, the actual situation is not satisfactory at present. Many negative indicators, including the weak US GDP data, have been suppressed by the epidemic cases. If OPEC + relaxed the production reduction quota, the current pattern of supply and demand balance may be broken again.

On the whole, the business club believes that at present, the oil market is intertwined with long and short positions, and the short position momentum is relatively strong in the short term, and the epidemic situation is still very serious, which is a drag on fuel demand. There are also some uncertainties about the future of the U.S. economic recovery, which will put pressure on oil prices. Superimposed with OPEC + easing production reduction expectations, oil prices still have downward pressure in the near future.

1、 Price trend

According to the business club’s big list data, domestic caprolactam prices fell this week. The average ex factory price of caprolactam on July 27 was 9666 yuan / ton, while that on July 31 was 9566 yuan / ton, with the price falling by 1.03%.

2、 Market analysis

As of the end of this week, the price of caprolactam liquid of Shandong Luxi Chemical Co., Ltd. was 9000 yuan / T, and the factory had a production capacity of 300000 tons. The actual transaction can be discussed. Nanjing Dongfang caprolactam liquid price 10000 yuan / T, 400000 tons / year of the plant normal operation, caprolactam unit normal operation. Baling Hengyi caprolactam liquid price 9800 yuan / T, 450000 tons / year, the plant was normally started, accepted and delivered. The price of caprolactam liquid of Baling Petrochemical Company is 9800 yuan / ton, and the 300000 tons / year unit is normally started and accepted.

The price of pure benzene rose this week. At the end of the week, the average listing price was 3150 yuan / ton, slightly higher than that at the beginning of the week. The mainstream price of pure benzene in Shandong is about 3150 yuan / ton, and that in East China is about 3450 yuan / ton. The price of downstream PA6 slice fell, the terminal demand was weak, the market was cold and the market was bearish.

3、 Future forecast

Caprolactam analysts believe that although the price of raw materials rose, cost side support is strong. But the downstream demand is weak, and the overall pressure bearing phenomenon is still in place. It is expected that caprolactam market will run smoothly in the short term.

This week, spot tin market price (7.27-31) mainly fluctuated. The domestic market average price was 143662.50 yuan / ton at the beginning of the week and 145475 yuan / ton at the weekend, with a weekly increase of 1.26%.

On July 30, the tin commodity index was 74.73, down 0.68 points compared with yesterday, 25.46% lower than 100.25 points (2011-09-05), and 74.36% higher than the lowest 42.86 points on December 09, 2015. (Note: period refers to 2011-09-01 to now).

The depreciation of the US dollar pushed up the metal prices, LME London Metals rebounded, Lunxi opened high and closed up 2.44%, which reached a one-year high. Shanghai tin rose sharply on Tuesday 28th, reaching 154400 yuan / ton, and the spot market price increased by 5000 yuan / ton. After that, the market fell, and the tin price went down all the way to this Friday’s spot market. The mainstream price was 144000-147500 yuan / T. As of the end of the weekend, Shanghai Tin’s 10 contract will face a premium of 500 yuan / ton for Yunxi, 500 yuan / ton for Yunzi and 2000 yuan / ton for small brands.

In the upstream, Myanmar originally planned to resume supply by the end of this month. Compared with the current situation, the lifting of the relevant ban was delayed, the supply recovery was slow, and the upstream supply was tight, which would affect the tin ingot supply in the future.

Houshi business agency believes that on the evening of July 27, Inner Mongolia Xingye Mining Co., Ltd. issued an announcement saying that up to now, the company’s wholly-owned subsidiary xiwuzhumuqin banner yinman Mining Co., Ltd. (hereinafter referred to as “yinman mining”) has the conditions to resume production and will resume production in the near future. On the day of the announcement, Xingye mining got back the “work safety license” temporarily withheld by the emergency department of Inner Mongolia Autonomous Region. With the resumption of production of “yinman mining”, the current situation of tight supply of domestic mining end will be alleviated to some extent, and the downstream demand is relatively general at present. The price of tin spot market mostly follows the trend of futures market. It is expected that the future high-level oscillation will be dominant.

1、 Price trend

The price of aniline in Shandong was 4200-4280 yuan / ton on July 24 and 4300-4400 yuan / ton in East China.

2、 Analysis and comment

In terms of cost, this week, pure benzene was boosted by multiple positive, and the price rose slightly. The listing price on July 26 was 2980-3300 yuan / ton (average price was 3190 yuan / ton), and the average price was 50 yuan / ton higher than last week, or 1.59%. This week, Sinopec’s listed price of pure benzene increased by 50 yuan / ton to 3150 yuan / ton, with the bottom support slightly stronger. In addition, the strength of the external market led to the rise of the focus of the domestic market. However, the port inventory of pure benzene rose again this week, with the main port inventory of about 268000 tons. It is expected that the inventory will continue to increase in the later period.

The price of nitric acid rose this week. On July 22, the price in East China increased by 83.33 yuan / ton to 1533.33 yuan / ton, up 5.75% from last week.

The production and sales of aniline enterprises were balanced, and the overall price remained stable within the week. At the beginning of the week, the spot price in East China rose slightly due to the preparation of shipping goods, and fell back near the end of the week. In addition, the cost side of this week came good news, aniline Market has been a certain boost.

3、 Future expectations

In terms of cost, pure benzene port inventory remains high, downstream demand has not made a major breakthrough, supply pressure restricts the pure benzene market. It is expected that the price of pure benzene will continue to fluctuate in the range, but near the end of the month, the short filling sentiment is strong, and the pure benzene is expected to rise slightly next week.

It is estimated that the cost side may rise, but the increase is not large, and the aniline price is still stable as a whole.

1、 Price trend

The factory price of octanol in Shandong Province rose this week. This week, the average price of mainstream factory price of octanol in Shandong increased from 7066.67 yuan / ton at the beginning of the week to 7216.67 yuan / ton at the end of the week, an increase of 2.12%, and a year-on-year decrease of 1.37% compared with the same period of last year. Overall, octanol market rose this week, with the octanol commodity index of 53.06 on July 24.

2、 Market analysis

From the manufacturer’s quotation, the main octanol manufacturer’s factory quotation in Shandong Province rose this week: Jianlan Chemical Co., Ltd. quoted 7200 yuan / ton of octanol at the end of this week, which was 100 yuan / ton higher than that at the beginning of the week; lihuayi’s offer of octanol was 7100 yuan / ton at the end of this week, which was 150 yuan / ton higher than that at the beginning of the week; Hualu Hengsheng’s offer of octanol this weekend was 7350 yuan / ton, compared with the beginning of the week It increased by 200 yuan / ton.

Judging from the upstream and downstream industrial chain, the propylene market in the upstream raw material market of octanol rose slightly this week, with the quotation rising from 6785.45 yuan / ton at the beginning of the week to 6870.09 yuan / ton at the end of the week, an increase of 1.25%, and a decrease of 11.72% compared with the same period last year. Upstream raw material market price rise, affected by the supply and demand side, has a positive impact on the price of octanol.

Octanol downstream market, DOP factory price rose this week. DOP’s offer rose from 7033.33 yuan / ton at the beginning of the week to 7166.67 yuan / ton at the end of the week, up 1.90%, down 0.46% from the same period last year. Downstream customers’ enthusiasm for octanol procurement increased, octanol demand was general, the rise of DOP price had a positive impact on octanol market. After the market operators more watch the trend of DOP.

3、 Future forecast

In late July, the market trend of octanol in Shandong was mainly fluctuated. The upstream propylene price rose, the cost support was strong, the downstream DOP market began to rise, and the downstream purchasing enthusiasm was strong. Octanol analysts believe that: in late July, under the influence of supply and demand and raw materials, the octanol market in Shandong may fluctuate and rise slightly.

According to statistics, the price trend of domestic ammonium nitrate was temporarily stable this week. As of the end of the week, the domestic market price of ammonium nitrate was 2340 yuan / ton, which was the same as the price of 2340 yuan / ton at the beginning of the week, with a year-on-year increase of 18.98%. On July 24, the commodity index of ammonium nitrate was 123.16, which was the same as yesterday, 1.68% lower than 125.26 (2020-03-15), and 59.18% higher than 77.37, the lowest point on October 31, 2016. (Note: period refers to 2013-02-01 to now).

This week, the price trend of domestic ammonium nitrate Market is temporarily stable. The domestic ammonium nitrate manufacturers are in a general situation of plant start-up. The on-site supply of ammonium nitrate is normal. Some manufacturers reflect that the goods are in general. The price trend of manufacturers is temporarily stable. In the near future, the on-site supply of goods is normal, the transportation is normal, and the market price of ammonium nitrate is temporarily stable. In recent years, the market of ammonium nitrate manufacturers is normal, downstream procurement is on demand, domestic ammonium nitrate manufacturers start normal operation, some manufacturers’ prices are stable, and the market price of ammonium nitrate is temporarily stable. Up to now, the mainstream of negotiation in Shaanxi is 2200-2300 yuan / ton, that in Shandong is 2000-2200 yuan / ton, and that in Hebei is 2400-2700 yuan / ton.

This week, the domestic price of concentrated nitric acid rose, the weekend price was 1533.33 yuan / ton, the price trend of this week increased by 5.75%. Jiangsu Hongze Yinzhu Chemical Co., Ltd. quoted 1500 yuan / ton; Anhui Jinhe offered 1400 yuan / ton; Shandong helitai offered 1750 yuan / ton. Anhui Aodeli quoted 1450 yuan / ton; Wenshui County synthetic chemical industry quoted 1580 yuan / ton. In recent years, the domestic maintenance units have been running normally, the supply of concentrated nitric acid market is normal, and the situation of on-site delivery has increased. The prices of some manufacturers have gone up, and the price trend of nitric acid market has risen. The stable price of nitric acid is a good support for the market of ammonium nitrate, and the market price of ammonium nitrate is stable.

The price trend of upstream liquid ammonia declined this week, and the price trend of liquid ammonia decreased by 5.23% this week. The operation of liquid ammonia plant was normal, the spot supply was sufficient, and the market price of liquid ammonia dropped sharply. However, the peak season of fertilizer consumption has passed. Affected by the rising inventory pressure, the liquid ammonia gradually accumulates in Shandong region, the plant is stable, and the supply continues to increase, leading to certain pressure on enterprises. Combined with the decrease of liquid ammonia shipment, the downstream rigid procurement is the main reason, and the seasonal off-season support for the market is insufficient, and the domestic market price of liquid ammonia is lower. Domestic liquid ammonia supply pressure still exists, especially the regional imbalance, which leads to greater supply pressure in some regions. In terms of demand, the peak season of downstream fertilizer demand is no longer, the upstream liquid ammonia market price is lower, and the market price trend of ammonium nitrate is temporarily stable.

In the near future, the demand of the downstream civil explosive industry is limited, and the production and sales of nitro compound fertilizer are generally. The price trend of raw material market is temporarily stable, which has a certain cost support for the ammonium nitrate Market. The ammonium nitrate analysts of the business society believe that the market price of ammonium nitrate may stabilize temporarily in the future.

1、 Price trend

According to the data from the business club’s bulk list, the domestic toluene market fell slightly this week. As of Friday, the domestic average price was about 3410 yuan / ton, down 2.35% month on month.

2、 Analysis and comment

This week, the price of toluene fell slightly, affected by the lower demand for blended oil and solvent, the demand for toluene fell, the market trading atmosphere was not active, and the price was weak. At present, the mainstream price in East China is about 3300 yuan / ton. Due to the continuous deterioration of global epidemic situation in many places and the increasing uncertainty of energy and fuel demand, the aftermarket continued to pay attention to the secondary spread of overseas epidemic situation, the impact of global economic recession on crude oil demand, and the 2q2020 economic data of various countries successively disclosed.

Upstream, crude oil, this week’s international oil prices continued to rise slightly from Monday to Thursday, fell back on Friday to adjust. At present, the crude oil price is generally in the oscillation range, and there is no sign of change in the short term. As of Friday, spot Brent rose $0.59/barrel to close at $43.71/barrel, up 1.37%. The longer the oscillation lasts, the greater the possibility of large fluctuations in the future. Therefore, we must not be paralyzed by the boring market. Under the background of large-scale water release, it is difficult to judge the price rise and fall by traditional logic in the market trend. The future market pays close attention to the fluctuation and breakthrough of Brent crude oil between $40-44 / barrel.

In terms of TDI downstream, the market has begun to stabilize. For domestic goods with bills of lading, the reference for outbound offers of domestic goods is 10200-10400 yuan / ton, and that of Shanghai goods with bills is 10500-10600 yuan / ton. It is expected that the short-term TDI market will be stable. In terms of PX market, the listed price of Sinopec’s enterprises in China this week is about 4800 yuan / ton, and the latest price of external disk is about 524 US dollars / ton FOB Korea and 542 US dollars / ton CFR China. It is expected that the PX market will maintain a stable trend in the short term.

3、 Future forecast

In the short term, the supply cost side, OPEC + production reduction, the total number of us oil drilling wells and EIA inventory situation are considered by toluene analysts of business club chemical branch. In the medium term, on the demand side, the economic and trade situation in Europe and the United States, the impact of the second outbreak in Europe and the United States on the economic restart of crude oil demand, and the recovery progress of the industrial chain. Next week, we will focus on the secondary spread of overseas epidemic situation, the impact of global economic recession on crude oil demand and trend, and the 2q2020 economic data of various countries. On the whole, it is expected that the domestic market toluene price will continue to fluctuate slightly next week.