On the cost side, the wide drop in pure benzene last week led to a slight increase in downstream purchasing sentiment; Last Friday, crude oil and Asian pure benzene rose slightly, providing support; Today, the downstream styrene price rises, and the pure benzene market is slightly stronger. Today, the domestic price of pure benzene is 7500-7700 yuan / ton.

Pure benzene rebounded slightly, but aniline fundamentals were weak, and the industry was cautious to wait and see. Today, the price in Shandong is 9800-10000 yuan / ton; The price of aniline in East China is 10000-10500 yuan / ton.

This week, the domestic dimethyl ether market continued to rise, and the Henan market stabilized first and then rose. According to the data monitoring of business agency, the average price of dimethyl ether in Henan market was 3870.00 yuan / ton on August 14, and 3930 yuan / ton on August 19, with an increase of 1.55% in the week and 12.45% compared with the same period last year.

As of August 19, the domestic market prices of dimethyl ether in various regions are as follows:

Region. Mainstream quotation

Jiangxi Province, 4180 yuan / ton

Hebei Province, 4140 yuan / ton

Henan Province, 3890-3930 yuan / ton

This week, the domestic dimethyl ether market continued to be favorable, and the price was still the main behavior. At the beginning of this week, the market price of raw material methanol fell, but the market price of dimethyl ether in Henan was strong. In the later stage, the raw materials have gone up, which has brought certain support to the market. During the week, the market price of related products and civil gas increased significantly, which also brought obvious benefits to the market. In addition, some manufacturers in the Henan market have equipment maintenance, the market supply is low, the manufacturers’ shipment is stable, the inventory is controllable, the mentality is relatively strong, and the price continues to rise slightly.

On August 19, the benchmark price of methanol in the business community was 2438.75 yuan / ton, a decrease of – 4.55% compared with that on August 1 (2555.00 yuan / ton). On August 18, the factory quotation of enterprises in the middle and eastern part of Shandong was around 2530-2620 yuan / ton; The reference price of Dongying, Zibo and other surrounding trade negotiation is 2480-2490 yuan / ton. The price of enterprises in southern Shandong is around 2480-2500 yuan / ton, and the price of local parts in Linyi is around 2520-2530 yuan / ton (tax included).

At present, the raw material methanol market has risen. Although the range is limited, the cost has brought certain support. The international crude oil rebounded, and the civil market of related products liquefied gas rose significantly, which was favorable to the market. The supply in Henan market is low, and the manufacturers’ mentality is relatively firm. It is expected that the dimethyl ether market may still rise.

On August 18, the rare earth index was 685 points, down 12 points from yesterday, down 31.98% from the highest point of 1007 points in the cycle (2022-02-24), and up 152.77% from the lowest point of 271 points on September 13, 2015. (Note: the period refers to December 1, 2011 to now)

The trend of domestic rare earth index has dropped sharply. The price of domestic light rare earth praseodymium and neodymium series has dropped, the price of metal praseodymium and neodymium has dropped by 20000 yuan / ton to 875000 yuan / ton, the price of praseodymium and neodymium oxide has dropped by 20000 yuan / ton to 717500 yuan / ton, the price of neodymium oxide has dropped by 15000 yuan / ton to 757500 yuan / ton, the price of metal neodymium has dropped by 10000 yuan / ton to 955000 yuan / ton, and the price of metal praseodymium has dropped by 30000 yuan / ton to 1035000 yuan / ton, The price of praseodymium oxide decreased by 20000 yuan / ton to 765000 yuan / ton, the price of terbium oxide decreased by 50000 yuan / ton to 13.6 million yuan / ton, the price of metal terbium decreased by 100000 yuan / ton to 17.3 million yuan / ton, the price of dysprosium oxide decreased by 10000 yuan / ton to 2.26 million yuan / ton, the price of metal dysprosium decreased by 20000 yuan / ton to 3 million yuan / ton, the price of dysprosium ferroalloy decreased by 15000 yuan / ton to 2.235 million yuan / ton, the price of domestic light rare earth market decreased, and the activity of traders was general, The metal factory is cautious and just needs to follow up. The price trend of dysprosium Series in the domestic heavy rare earth market is declining, and the price of terbium series is slightly lower. The downstream purchase is mainly based on demand. Myanmar prohibits exports. It is expected that the domestic rare earth market will continue to decline in the later period.

On August 17, DOP prices recovered and rose

According to the data monitoring of the business agency, the DOP price rose on August 17, and the DOP market recovered. On August 17, the DOP price was 9025 yuan / ton, an increase of 0.56% over the DOP price of 8975 yuan / ton on the previous trading day; Raw material prices rise, DOP costs rise, and DOP prices rise.

Key points of analysis

The price of raw material isooctanol rises, the price of phthalic anhydride is temporarily stable, and the cost of DOP rises; The price of downstream plastic PVC is stable, and the demand is temporarily stable; The downward pressure of plasticizer still exists, and the upward force is increased.

Future market expectation

The demand for rising costs is temporarily stable, the driving force for the rise of DOP is increased, and the downward pressure remains. It is expected that the price of DOP will fluctuate and rise in the future.

On August 16, the rare earth index was 698 points, down 3 points from yesterday, down 30.69% from the highest point 1007 points (2022-02-24) in the cycle, and up 157.56% from the lowest point 271 points on September 13, 2015. (Note: the period refers to December 1, 2011 to now)

The trend of domestic rare earth index has declined, the price of domestic light rare earth praseodymium and neodymium series has dropped, the price of metal praseodymium and neodymium has dropped 5000 yuan / ton to 900000 yuan / ton, the price of praseodymium and neodymium oxide has dropped 2500 yuan / ton to 742500 yuan / ton, the price of neodymium oxide has dropped 7500 yuan / ton to 772500 yuan / ton, the price of metal neodymium has dropped 10000 yuan / ton to 965000 yuan / ton, the price of metal praseodymium is 1.065 million yuan / ton, the price of praseodymium oxide is 785000 yuan / ton, and the price of terbium oxide is 13.65 million yuan / ton, The price of metal terbium is 17.4 million yuan / ton, the price of dysprosium oxide is 2.27 million yuan / ton, the price of metal dysprosium is 3.02 million yuan / ton, the price of dysprosium ferroalloy is down 20000 yuan / ton to 2.25 million yuan / ton, the price of domestic light rare earth market is down, the activity of traders is general, the metal factory is cautious and just needs to follow up, the price of dysprosium in the domestic heavy rare earth market is down, the price of terbium is down slightly, the downstream is mainly based on demand, and Myanmar prohibits exports, It is expected that the domestic rare earth market will continue to decline in the later period.