1、 Price trend of propylene oxide

(Figure: p-value curve of propylene oxide product)

2、 Market analysis

On January 21, the market price of propylene oxide fell. According to the data of the business club’s block list, as of January 21, the average quotation price of propylene oxide enterprises was 17933.33 yuan / ton, down 3.58% compared with the previous trading day, down 6.27% compared with the beginning of the week, and up 0.75% compared with December 21, 2020. At present, the inventory pressure of the factory is still controllable, the supplier gives up the profit to ship, the market of propylene oxide falls, the downstream maintains the just need to purchase, the overall rhythm of the market is slightly slow, and there is a strong wait-and-see atmosphere in the market. At present, the mainstream quotation of propylene oxide Market in Shandong is around 17500-17700 yuan / ton.

Upstream propylene, on January 20, Shandong propylene market price was mainly stable. According to the price chart of the business club, the propylene price declined all the way at the end of December, and began to rise on New Year’s day. It rose by about 100 yuan / ton on the 4th. Later, it was stable or rose, and the overall rise was in a ladder shape. This month, it has risen by about 250-300 yuan / ton. Today, it is not moving. The market transaction is between 7450-7650 yuan / ton, and the mainstream price is about 7450 yuan / ton. Now the factory has no pressure on inventory, and the delivery is smooth.

Downstream propylene glycol, according to the monitoring data of the business community, as of January 20, the factory price of domestic industrial grade propylene glycol reference 13300 yuan / ton, increased by 17.35% compared with the beginning of the month; downstream soft foam polyether, on January 20, the market price of soft foam polyether in Shandong decreased, the price of raw material propylene oxide decreased, the cost support weakened, although the inventory of downstream raw materials was low, the operation was cautious, just need to take a small order It is mainly distributed.

3、 Future forecast

Business community propylene oxide analysts believe that at present, the impact of changes in the cost side is limited, the pace of downstream soft foam polyether is slowing down slightly, the terminal purchasing mentality is cautious, and the risk aversion and wait-and-see mood is strong. It is expected that in the short term, the propylene oxide market may be in a weak consolidation operation, and more attention should be paid to the market information guidance.

Trade name: ammonium sulfate

Latest price on January 20: 583.33 yuan / ton

On January 20, the price of ammonium sulfate in China was basically stable. Due to the limited transportation and logistics, the overall trading atmosphere of northern ammonium sulfate Market is general, while the quotation of southern market is better. The price of internal grade ammonium sulfate is firm, basically without fluctuation. It is 500-570 yuan / ton in Henan and 450-510 yuan / ton in Shanxi. The main factory price of powdery ammonium sulfate in Hebei is 600 yuan / ton, the main factory price of ammonium sulfate in Shandong is 450-550 yuan / ton, and the main factory price of ammonium sulfate in Hunan is 700 yuan / ton. Ammonium sulfate analysts of business news agency believe that, on the whole, there are more downstream market seekers, and the market mentality is good with an appropriate amount of replenishment a year ago. It is expected that the price of ammonium sulfate will rise steadily in the short term.

1、 Polyoxymethylene market price trend chart

Price curve of paraformaldehyde

According to the monitoring of the business agency, the average price of paraformaldehyde in Shandong Province was 6033 yuan / ton on January 19. Last week, the average price was 5600 yuan / ton, up 7.74%.

2、 Market analysis

Shandong formaldehyde Chemical Industry Co., Ltd., with an annual output of 30000 tons of polyoxymethylene, offers 5400 yuan / ton of Polyoxymethylene (96) including tax, which is the same as last week. Linyi Shengyang Chemical Co., Ltd. has an annual output of 9000 tons of polyoxymethylene. The ex factory price of Polyoxymethylene (96) including tax is 6500 yuan / ton, which is 500 yuan / ton higher than last week. Zibo Qixing Chemical Technology Co., Ltd., with an annual output of 10000 tons of polyoxymethylene, offers 6200 yuan / ton of Polyoxymethylene (96) with ex factory tax, 800 yuan / ton higher than last time; Nanjing qianrui chemical Polyoxymethylene (96) offers 3100 yuan / ton, the same as last time. Affected by the epidemic situation, polyoxymethylene enterprises in Hebei Province shut down, polyoxymethylene market supply was tight, and enterprise quotations rose. The demand for downstream pesticides is acceptable.

According to the monitoring data of the business community, the average producer price of methanol in the upstream was 2310 yuan / ton on January 1, and 2362 yuan / ton on January 18, up 2.27%.

3、 Future forecast

Polyoxymethylene goods less support, business community polyoxymethylene analysts expect that polyoxymethylene or will be the main behavior.

The price of fluorite in the upstream remained stable, while the price of hydrofluoric acid rose slightly. On the whole, the ex factory price of aluminum fluoride enterprises remained stable. According to the data of business news agency, the domestic price of aluminum fluoride was 9166 yuan / ton on January 15, which was the same as that at the beginning of the week.

The price trend of fluorite in domestic market is stable for the time being. In the near future, some plants in the yard have been parked. The spot supply in the yard is tight, and the price of fluorite in the yard remains high. The operation of fluorite manufacturers in southern China is stable, the operation of mines and flotation units in the field is normal, the delivery of fluorite in the field is improved, and the price trend of fluorite market is temporarily stable. In the near future, the market price of hydrofluoric acid in the downstream has been stable and slightly increased, and the terminal downstream is mainly purchased on demand.

At present, the overall operating rate of aluminum fluoride remains high, the market supply is sufficient, and the overall price of aluminum fluoride market is relatively stable. In addition, the price of upstream fluorite hydrofluoric acid remained stable, which failed to effectively boost the aluminum fluoride Market. The market price of aluminum fluoride was stable as a whole.

The aluminum fluoride industry analyst of business society chemical branch thinks: the prices of fluorite and hydrofluoric acid in the upper reaches are rising slightly, which has a limited role in boosting the aluminum fluoride Market. It is expected that the price of aluminum fluoride will be stable in the short term.

This week (1.11-15), the price of domestic polysilicon market rose slightly, and the bottom of the price rebounded. The price of domestic market and imported materials rebounded to varying degrees. According to the monitoring of business society, polysilicon rose by 1.28% this week. The main reason is that with the normal operating rate of enterprises, the downstream silicon material manufacturers focus on purchasing, and the market is pushed up under the influence of the booming supply and demand pattern. As of January 15, according to the monitoring of the business agency, the current domestic mainstream transaction price of polysilicon with grade I solar material is 55000-59000 yuan / ton, and the tax inclusive price of polysilicon in non China region is 65000-68000 yuan / ton

Since the middle of December last year, the price of polycrystalline silicon has bottomed out and continued to rise. In 2021, the market atmosphere is more positive. The prices of both domestic manufacturers and imported goods are on the rise. Although the range is not large, the pace of moderate rise has never stopped. The resonance is affected by the warming of single crystal, and the whole silicon industry has a long lost spring.

On the supply side, at present, the operating rate of domestic polysilicon manufacturers remains high. Up to now, about 11 domestic polysilicon manufacturers are in normal operation, and the market supply is relatively stable. However, the current high operating rate does not lead to stock accumulation. Generally, the orders of enterprises are well signed. Orders are basically signed in January, and some enterprises begin to sign new orders in February. In addition, in terms of demand, the downstream manufacturers are also accelerating the process of digestion in the near future. The operating rate of silicon wafer manufacturers has increased, and the procurement of silicon materials has increased. This mainly depends on the stability of the current demand. The downstream silicon wafer manufacturers, especially the single crystal silicon wafer, are in short supply.

In the near future, polysilicon will maintain a warming trend, and the operating rate of enterprises is expected to maintain a high level in the near future. Affected by the pre Festival purchasing volume of downstream silicon wafers, polysilicon may maintain a pattern of prosperous supply and demand. It is expected that the price of silicon materials will still have upward space due to the influence of early preparation of downstream goods before the festival.

Note: the above price includes tax