Trade name: dichloromethane

Latest price (September 14): 4350 yuan / ton

Key points of analysis: according to the monitoring of business society, the price of dichloromethane in Shandong was 4350 yuan / ton on the 14th, up 2.59% from the previous day. Since the weekend, the ex factory price of dichloromethane manufacturers in Shandong has increased. According to the monitoring of business agency, as of September 14, the spot exchange of dichloromethane bulk water of Shandong Luxi Chemical Co., Ltd. had left the factory at 4350 yuan / ton; Shandong Jinling dichloromethane apron ex factory in spot exchange at 435 yuan / ton; Shandong Dongyue dichloromethane apron factory at 4370 yuan / ton. Recently, the overall operation of domestic methane chloride units has decreased, the market supply is relatively tight, and the prices of raw liquid chlorine and methanol have increased, jointly promoting the price of dichloromethane.

Future forecast: on the one hand, the price of raw material methanol is higher, on the other hand, the overall commencement of domestic methane chloride has decreased, and the impact on cost and supply is more. It is expected that dichloromethane will continue to rise in the later stage.

Crude oil prices fluctuated at a high level, and domestic asphalt prices continued to rise due to cost factors. According to the monitoring data of business agency, from September 6 to 13, the average spot price of domestic asphalt increased from 3376 yuan / ton to 3426 yuan / ton. During the cycle, the price increased by 1.48%, 0.39% month on month and 43.08% year-on-year.

Over the weekend, the domestic asphalt market continued the trend of large, stable and small rise. Affected by the rise of crude oil price and production restriction due to environmental protection factors, the price of refined oil in Shandong increased significantly, which has a certain support for the asphalt market. The mainstream large traders in the region raised some brands by 20 yuan / ton, the overall demand improved slightly, the shipment of some refineries increased, and individual refinery contracts were reluctant to sell.

In the short term, although the demand has warmed up, the overall centralized release is still limited, and the market maintains a high supply pressure. The asphalt analysts of business society expect that the domestic asphalt market will maintain a narrow shock in the short term.

1、 Price trend

According to the monitoring data of business society, the average price of PS ordinary materials at the beginning of this week was 10933 yuan / ton, and the average price of PS ordinary materials at the weekend was 10933 yuan / ton. The price was stable, up 35.54% compared with the same period of the year.

2、 Market analysis

The domestic PS market fluctuated upward, some manufacturers held steady, merchants mainly sold in advance, and small and medium-sized downstream just needed to purchase. Stimulated by the sharp rise of ethylene and the news of styrene overhaul in turn of Zhejiang Petrochemical, styrene rose broadly. Cost support, as well as tight spot resources, merchants’ light warehouse increased, small and medium-sized traders’ replenishment mood increased, and the trading was slightly better.

Tianjin rentai restarted, CITIC Guoan increased production, and benzene penetration may continue to increase to alleviate the tight supply situation; Benzene in East China market received 10900-11600 yuan / ton, the low-end increased by 200 yuan / ton month on month, and the high-end was stable month on month.

3、 Future forecast

The probability of PS ex factory price increase increases, and the market may rise to a certain extent. CITIC Guoan 4 penetration operation, and the benzene penetration supply gap is gradually replenished. It is expected that the PS market may be strong in a narrow range in the short term.

This week (8.30-9.3), the domestic liquid ammonia market rose, and the market bottomed up after a sharp dive in the previous two weeks. According to the monitoring of business society, the weekly increase of liquid ammonia was 6.49%, which was strong.

From the weekly histogram of liquid ammonia of business society, the increase of liquid ammonia this week was strong, recovering most of the land lost in the previous week.

After entering September, the price of liquid ammonia rebounded continuously. This week, the quotation of liquid ammonia manufacturers continued to increase. Affected by the unit maintenance of some domestic manufacturers, the price of urea increased, and some manufacturers switched to urea, which calmed the contradiction of excess supply of liquid ammonia in the early stage, and the price continued to rise.

The price of liquid ammonia in Shandong continued to rise this week. At present, the amount of ammonia in this region is moderate, the enterprises ship normally, and the current inventory is normal. The price adjustment of large factories is strong every working day this week. In addition, the adjustment range of enterprises is 500-600 yuan / ton over the weekend. At present, the mainstream price in the region is 3800-4100 yuan / ton.

The market of liquid ammonia in Hebei also continued to rise. The cumulative increase in manufacturer’s quotation was 400-500 yuan / ton, the procurement situation increased slightly compared with the previous period, the manufacturer’s shipment speed was significantly accelerated, and the inventory removal was OK. Most units in Hebei started normally, and the ammonia volume in the region decreased slightly compared with the previous period. By the end of the weekend, the mainstream price in the region was 3700-3900 yuan / ton. It is expected that prices will continue to rebound in the near future..

In the future, at present, the supply pressure of domestic liquid ammonia manufacturers is small, and the downstream demand has also improved. Most of them tentatively reported an increase. Superimposed on the impact of the continuous strength of urea and the boost of export by printing standards, there is still room for the price of liquid ammonia to rise in the short term.

The rise and fall of domestic methanol spot market in various regions this week are reflected. According to the monitoring of business agency, from August 30 to September 7, the average price of domestic methanol production enterprises in Shandong increased from 2615 yuan / ton to 2640 yuan / ton, with a price increase of 0.96% in the cycle, a price increase of 2.62% month on month and a year-on-year increase of 53.04%.

The atmosphere in the mainland market was poor at the beginning of the week. Although most enterprises adhered to the offer, there were still some negative shippers; The market transfer price has also been lowered one after another, and the operators breed a bearish mentality. The methanol market is weak in the mainland and the port is strong, mainly due to the limited terminal demand in the mainland and the general mentality of traders; Dual control affects the capital mentality, coupled with the strong rise of power coal, the rise of methanol futures Ma drives the spot of the port.

Summary of methanol market prices by Region as of 9.7:

Region, price

Qinghai region 2220 yuan / ton factory withdrawal cash exchange

Shanxi region 2390-2490 yuan / ton factory withdrawal cash exchange

Liaoning region 2540-2560 yuan / ton factory delivery

Fujian region 2840-2860 yuan / ton, tax included tank discharge nearby

Lianghu area The actual ex factory reference is 2600-2660 yuan / ton, and the factory withdraws cash exchange

Anhui region 2650-2680 yuan / ton factory acceptance

Henan region 2585-2590 yuan / ton factory withdrawal cash exchange

The price of products in the methanol industry chain fluctuates, the coal price of methanol upstream products rises narrowly, and the price of natural gas is stable, which has strong support for the cost of methanol; Among downstream products, the price of Shandong MTBE increased the most compared with last week; Among related products, the price of Shandong ethylene glycol increased the most compared with last week.

In terms of external market, as of the closing on September 6, the closing price of CFR Southeast Asia methanol market was USD 399.00-400.00/t. US Gulf methanol market closed; The closing price of FOB Rotterdam methanol market was 379.50-380.50 euros / ton, up 3 euros / ton.

region ., Country, closing price, up and down

Asia CFR Southeast Asia USD 399.00-400.00/t USD 0 / ton

Europe and America American Gulf Closed market 0 cents / gallon

Europe FOB Rotterdam 379.50-380.50 euros / ton 3 euro / ton

Crude oil and coal prices may remain strong, methanol costs may continue to be supported, and freight is expected to increase before the holidays and the National Games. However, the demand side is also relatively weak. Methanol analysts of business society expect that the short-term methanol market may be dominated by consolidation.

1、 Price trend

According to the bulk list data of business society, the average price of domestic liquid caprolactam was 14475 yuan / ton on August 30 and 14750 yuan / ton on September 5. The price of caprolactam rose by 1.90% this week.

2、 Market analysis

The price trend of caprolactam rose this week. As of September 5, Nanjing Dongfang caprolactam liquid price was 15200 yuan / ton, 400000 tons / year, the unit was started normally, and the caprolactam unit was in normal operation. Sinopec caprolactam liquid price is 14900 yuan / ton. The price of Baling Hengyi caprolactam liquid is 14900 yuan / ton, 450000 tons / year. The unit is started normally and delivered after acceptance. The price of caprolactam liquid of Baling Petrochemical is 14900 yuan / ton, 300000 tons / year. The unit is started normally and delivered after acceptance. Shandong Luxi Chemical caprolactam liquid price is 14600 yuan / ton, and the manufacturer’s production capacity is 300000 tons. The actual transaction can be negotiated.

After the raw material pure benzene fell this week, the market began to pick up. The demand for pure benzene has improved and the market is developing well. The downstream PA6 chip market improved, the raw materials were purchased on demand, and the price was generally stable.

3、 Future forecast

Caprolactam analysts of business society believe that at present, some enterprises may plan to stop their installations, and the supply of caprolactam continues to be tight. Due to the scarcity of spot goods, the price will rise again. The price of raw material pure benzene rose and the cost support was good. It is expected that the caprolactam market trend will continue to run upward in the short term.

According to the data monitoring of business agency, the average ex factory price of domestic EVA was 19433.33 yuan / ton on August 29 and 20366.67 yuan / ton on September 3, with an increase of 4.80% during the week, an increase of 14.21% compared with August 1. This week, the EVA market continued to be positive, and the price continued to rise sharply.

As of September 3, the ex factory quotation of EVA is as follows:

product manufactor model Ex factory price

EVA yanshan petrochemical 18J3 20300 yuan / ton

EVA Beijing Organic Y2022 20400 yuan / ton

EVA Beijing Organic Y2045 19800 yuan / ton

EVA BASF Yangzi V5110J 20400 yuan / ton

EVA prices continued to rise sharply this week, the market spot was limited, upstream petrochemical enterprises continued to chase up the ex factory price, the cost support was strong, the tight market supply situation did not improve, the bidding price continued to rise, which was good for the market mentality, coupled with the support of photovoltaic demand recovery, EVA prices remained high, downstream businesses just needed to follow up, and the spot inventory was limited. At present, the price of soft materials is 23800-24500 yuan / ton, and the price of hard materials is 21000-22000 yuan / ton.

In the upstream ethylene market, the external ethylene market has shown an overall upward trend recently. Asian ethylene market prices continued to rise. As of the 3rd, CFR Northeast Asia closed at US $1006-1016 / ton and CFR Southeast Asia closed at US $986-996 / ton. European ethylene market prices fluctuated and consolidated. As of the 3rd, FD northwest Europe closed at US $1212-1222 / T and CIF northwest Europe closed at US $1136-1144 / T. The price of ethylene in the United States fluctuated and rose. As of the 3rd, the price was US $1026-1044 / T. recently, the overall external ethylene market showed an upward trend, and the recent fluctuation of ethylene in Europe was not large. Ethylene rose periodically in Asia. Generally speaking, the demand of the whole ethylene external market is general recently, the market trading atmosphere is OK, and the ethylene market rises slightly.

At present, there are obvious positive factors in the EVA market, supporting the high EVA price and the recovery of photovoltaic demand. It is expected that the EVA market will still rise in the short term.

1、 Price trend

According to the bulk list data of business society, aniline fluctuated in a narrow range in the first half of this month. From the second half of this month, prices rose continuously and fell slightly near the end of the month. On August 1, the price in Shandong was 10400-10600 yuan / ton; The price of aniline in Nanjing is 10800-10900 yuan / ton; On August 31, the price of aniline in Shandong was 10700-10900 yuan / ton; The price of aniline in Nanjing was 11100-11200 yuan / ton, an increase of 3.16% over the beginning of the month and 149.81% over the same period last year.

2、 Analysis and review

In terms of raw materials, the price of pure benzene rebounded slightly at the end of the month after a wide decline this month. The price at the end of the month was 7500-7700 yuan / ton, a decrease of 7.1% this month and an increase of 123.89% over the same period last year.

Nitric acid: nitric acid rose broadly this month and fell slightly at the end of the month. On August 1, the price of nitric acid in East China was 2600 yuan / ton and 3030 yuan / ton on August 31, an increase of 16.54% over the beginning of the month and 102% over the same period last year.

In the first half of the month, aniline was mainly consolidated in a narrow range, and the raw material support was strong. Although some early maintenance devices were restarted for shipment, the factory inventory was not high, the downstream demand was relatively stable, and the price fluctuated little. In the second half of the month, due to the load reduction of Tianji and Wanhua aniline units, the market supply decreased, the demand for downstream intermediates increased, the overall demand increased, the enterprise’s inventory level was low, and the price continued to rise. Near the end of the month, due to the impact of environmental protection policies, the downstream operating rate decreased and the demand was adjusted rationally.

3、 Future forecast

In terms of raw materials, the performance of raw materials and downstream main products is poor, and the action force of pure benzene is insufficient. It is expected to continue the consolidation in the short term. In September, demand may pick up.

At present, aniline enterprises maintain a low inventory level, the downstream demand is relatively stable, and the short-term price is expected to be strong. In September, downstream demand is expected to recover. In the future, we will continue to pay attention to the changes of market supply and demand, the dynamics of aniline plant and the trend of raw materials.

According to the data monitoring of the business agency, the market situation of ammonium chloride continued to rise in August. The price at the beginning of the month was around 1075 yuan / ton and the price at the end of the month was around 1170 yuan / ton, an overall increase of 8.84%.

In August, the operating rate of Lianhe caustic soda was around 60 ~ 70% as a whole. In the early stage, the inventory of manufacturers was low and there was no pressure on shipment. In addition, most enterprises were supported by orders to be issued in August, and the offer was increased; In August, the overall operating rate of downstream compound fertilizer continued to maintain a low level near 40%, and the support for ammonium chloride was weak. According to the business agency, as of August 31, 2021, the factory price of agricultural ammonium chloride in Jinshan, Henan Province is 1150 yuan / ton in dry ammonium chloride province and 1100 yuan / ton in wet ammonium chloride province; The factory price of agricultural ammonium chloride in Kunshan, Zhongyan is 1180 yuan / ton in dry ammonium province and 1100 yuan / ton in wet ammonium province.

Urea and raw liquid ammonia fell sharply, which had a negative impact on ammonium chloride. According to the monitoring of business agency, as of August 31, the price of domestic liquid ammonia was 3850 yuan / ton, down 21.16% from 4883 yuan / ton at the beginning of the month; As of August 31, the domestic urea price was 2450 yuan / ton, down 13.43% from 2830 yuan / ton at the beginning of the month.

Future forecast: Analysts of ammonium chloride in business society believe that, on the one hand, the cost has fallen sharply, coupled with the large inventory pressure of downstream compound fertilizer and low start-up, which has formed a strong negative impact on ammonium chloride and the price has fallen; On the other hand, at the end of August and the beginning of September, if the early planned maintenance enterprises really implement it, it will support ammonium chloride, and the price will remain strong or rise slightly.