In November, the domestic epoxy resin market went up sharply, especially for liquid resin. According to the monitoring of the business agency, in November, the factories mostly adopted the state of closing the plate and did not make an offer. As a result, it is difficult to obtain the actual price. So far, the negotiated price of liquid resin is 28500-30000 yuan / ton. It is understood that the current price of liquid resin has reached the peak in nearly three years, and there is still an upward trend. In terms of factories, in October, the offer of factories was still at 21000-22000 yuan / ton. At the end of October, most of the factories had closed the offer and the orders were mainly for production. It is understood that at present, some factories occasionally offer 28000-30000 yuan / ton.

In terms of cost, the bisphenol a market, one of the raw materials, was greatly affected by the downstream epoxy resin industry. In November, the bisphenol a market rose by nearly 20%. On the first working day of this week’s opening, the factories raised 600-800 yuan / ton one after another, with the mainstream offer of 14800 yuan / ton, a new high in the year. At present, the market offer and the factory offer are basically the same. Most of the shipholders hold the attitude of holding back the offer due to the limited supply of goods. Occasionally, the offer is more than 14700-14800 yuan / ton. Although the current market transaction is not ideal, but in view of the demand space of the downstream market, the information of the holder is sufficient.

Another important raw material epichlorohydrin market also showed a rising trend. In November, epichlorohydrin in Shandong market increased by nearly 4%, and the current market offer was 11200-11400 yuan / ton. The price rise of epichlorohydrin is mainly affected by the surge of downstream products.

In terms of equipment, the liquid epoxy resin plant is generally in normal operation, and a few factories offer 28000-30000 yuan / T; the load of solid epoxy resin is low, including Huangshan Runyuan 15000 tons of solid epoxy resin and Huangshan Yongli 12000 tons of solid epoxy resin plants have been shut down for repair since October 28. In December, two large-scale resin factories shut down for more than ten days, and the resin production will be reduced by several thousand tons, which makes the products in short supply difficult to improve in the short term.

From the perspective of business agencies, under the tight supply of epoxy resin market, it will run at a high level in the short term. The upstream and downstream situation will be closely watched, and the short-term liquid epoxy resin will run at about 30000 yuan / ton.

Trade name: calcium carbide

Latest price (November 9): 3056.67 yuan / ton

On November 9, the ex factory price of calcium carbide in Northwest China rose by 116.67 yuan / ton, or 3.97%, compared with that on November 6. The price of raw materials is low, and the cost of calcium carbide is generally supported. However, the downstream PVC is in serious shortage recently, and the market is rising sharply. The downstream customers are more active in purchasing calcium carbide and calcium carbide supply is normal.

In the near future, the factory price of calcium carbide in Northwest China will rise slightly: the manufacturer’s quotation is about 3100 yuan / ton.

Last week, the domestic butadiene market rose sharply, and the domestic butadiene market rose at the beginning of this week. According to the sample data monitored by the business agency, from November 2 to November 6, the domestic butadiene market price narrowly dropped from 9200 yuan / ton to 9142 yuan / ton, a decrease of 0.62% in the week, a 44.24% rise in price on a month on month basis, and a 6.96% rise in price year-on-year basis. As of Friday (11.6), the quotation of self raised tank in East China is about 9100-9200 yuan / ton, and that of Shandong is about 9100-9150 yuan / ton. At present, the Asian butadiene external market closed at a high level, boosting the mentality of domestic traders. Business agency butadiene analysts expect that next week the domestic butadiene market finishing wait-and-see.

The external supply price of butadiene of Sinopec production enterprises is as follows:

Enterprise price (yuan / ton) device dynamics

Normal operation of 9200 165000 T / a unit in Zhenhai Refining and Chemical Co., Ltd

Normal operation of 92001200 T / a unit in SINOPEC

Normal operation of 92012000t / a unit of Yangzi Petrochemical Company

Sinopec’s 92.2 million T / a plant is in normal operation and mainly supplied by each other

Maoming Petrochemical’s 92.015 million T / a unit is in normal operation, mainly supplied by each other and exported in a small amount

Guangzhou Petrochemical’s 92.03 million T / a plant is in normal operation, mainly supplied by each other and exported in a small amount

Shutdown maintenance of Wuhan ethylene 9200 130000 T / a plant

External market: as of November 5, the external price of butadiene in Asia rose: FOB Korea closed at 1125-1135 US dollars / ton; CFR China closed at 1125-1135 US dollars / ton, both up 20 US dollars / ton. The external price of butadiene in Europe was stable: FOB Rotterdam closed at 695-705 US dollars / ton; FD northwest Europe closed at 535-545 euro / ton.

According to the data monitored by the business agency, as of November 4, the average price of domestic power lithium iron phosphate was 37000.00 yuan / ton, the market supply and demand were balanced, the downstream demand was limited, and there was no significant increase. At present, the price of power type lithium iron phosphate was stable, the market price was mainly stable, and the price change was not obvious.

The market price range of lithium iron phosphate power is 33000-37000 yuan / ton, and the average price is 35000 yuan / ton. The price is stable, the downstream demand has not been significantly improved, and the overall market purchasing atmosphere is dull. At present, the price range of energy storage lithium iron phosphate is 28000-29000 yuan / ton, with an average price of 28750 yuan / ton. The quotation of power type lithium iron phosphate enterprises is 37000 yuan / ton of Guangdong Optical Technology Co., Ltd., Foshan Shanshi German Nano Technology Co., Ltd. 37000 yuan / ton, beiteri new energy materials Co., Ltd. 37000 yuan / ton, most of the enterprise quotation is stable, the merchants ship actively, actively yield profits, the transaction price basically maintains the cost online and offline, the profit is kept to the minimum, and it is expected that there will be a turning point.

At present, the mainstream price range of industrial grade lithium carbonate is 34000-38000 yuan / ton, and the mainstream price range of battery grade lithium carbonate is 39500-42000 yuan / ton, and the price remains stable.

On November 4, the chemical index was 799, down 7 points from yesterday, 21.36% from the highest point 1016 (2012-03-13), and 33.61% higher than the lowest point 598 on April 8, 2020. (Note: period refers to 2011-12-01 to now)

Business Club lithium iron phosphate analysts believe that: lithium iron phosphate market demand is poor, in the short term to continue a stable trend. (the above prices are provided by major lithium iron phosphate manufacturers all over the country and analyzed by business lithium iron phosphate analysts for reference only. Please contact relevant manufacturers for more price details.)

Compared with the beginning of May, the average price of DMF fell by 71.00% in the same period of last week, and the average price of DMF fell by 17.00% in the domestic market as of the beginning of May.

The domestic DMF market price fell sharply this week, with some manufacturers falling nearly 2000 yuan / ton per day. At present, the slow shipment and the reduction of new orders lead to high inventory pressure, dull purchasing atmosphere, normal operation of enterprises’ devices, and reduction of downstream demand. The focus of DMF market is not stable, and the price still fails to reach the ideal price in the downstream, so it is not ruled out to continue to decline There are some difficulties in high-level transaction.

The upstream methanol inventory is general, the shipment is fair, the mentality is stable, and the price is tentatively rising. At present, East China and South China have a small rise, and the price in Northeast China is stable.

On November 3, the chemical index was 806 points, up 3 points compared with yesterday, 20.67% lower than 1016 points (2012-03-13), and 34.78% higher than 598 points, the lowest point on April 8, 2020. (Note: period refers to 2011-12-01 to now)

DMF analysts believe that: the DMF market is currently running in a weak position, with a wide range of decline, and maintaining a downward trend in the short term. (the above prices are provided by major DMF manufacturers all over the country and analyzed by business DMF analysts for reference only. Please contact relevant manufacturers for more price details.)