1、 Price trend

According to the data in the bulk list of the business society, the average market price of 55% powdered monoammonium on May 1 was 3770 yuan / ton, and the average market price of powdered monoammonium on May 31 was 4266 yuan / ton. The price of monoammonium phosphate rose by 13.17% this month.

According to the data in the bulk list of business society, the average market price of 64% diammonium phosphate was 3676 yuan / ton on May 1, and 4200 yuan / ton on May 31. The price of diammonium phosphate rose by 14.29% this month.

2、 Market analysis

This month, the price of monoammonium phosphate continued the trend of last month, and the price rose step by step. As the raw sulfur and phosphate rock rose continuously, the cost pressure increased, and monoammonium phosphate rose again. The downstream inquiry has increased, the on-site supply is tight, and there is no sales pressure for the time being. Most manufacturers suspended quotation and received a few orders. As of May 31, the mainstream factory price of 55 powdered ammonium in Henan is about 4500 yuan / ton, the market price of 55 powdered ammonium in Sichuan is about 4500 yuan / ton, and the market price of 55 powdered ammonium in Hubei is about 4450 yuan / ton. The actual transaction is negotiable.

The price of diammonium phosphate rose at a high level this month, and the trend continued to rise. After the May Day holiday, the price of raw materials began to rise continuously. The market of diammonium phosphate rose steadily and consolidated at a high level. At present, the domestic supply of diammonium is in short supply, and the focus has shifted to the export market, with a strong bullish atmosphere in the future. At present, there is still support to be issued. Most manufacturers have suspended quotation and a few have received orders. As of May 31, the market quotation of 64% diammonium in Guizhou was about 4700 yuan / ton, and the actual transaction was negotiated.

The domestic market of raw phosphorus ore rose this month. This month, the domestic phosphate ore market experienced several price adjustments, and the market focus continued to concentrate upward. The main reason to support the upward trend of phosphate ore market is that at present, the domestic phosphate ore supply continues to be tight. Many large factories mainly use medium and high-end phosphate ore for their own use. Some mining enterprises mainly send orders from core and old customers, and there is basically no surplus goods for export. Most enterprises have suspended their quotation. There are few goods circulating in the field, and the tight supply situation has not been eased. Therefore, the market price has repeatedly risen.

The price of raw sulfur fell slightly after rising this month. After the May Day holiday, the maintenance of domestic refineries was concentrated, the output was limited, and the inventory of enterprises was low. After the May Day holiday, the sulfuric acid market rose slightly, and the demand for sulfur was stable and positive. In addition, the high sulfur price in the port supported the sulfur price, and the quotation of refineries was sorted up. In the later stage, the sulfur price in the port fell back, the market atmosphere weakened, and the quotations of individual refineries were reduced. However, the overall market performance was in short supply, and the downstream demand was good.

3、 Aftermarket forecast

According to the ammonium phosphate analyst of the business society, the supply of raw ammonium phosphate rock is tight and the cost remains high. Ammonium phosphate Market is dominated by high price, and the cost support is good. The downstream just needs to purchase, take the goods carefully, and the transaction is OK. Under the condition of tight supply in the site, it is expected that the price of ammonium phosphate will continue to be high in the short term.

1、 Price trend

Latest price (May 30):21000 yuan / ton

Key points of analysis: according to the data monitoring chart of business agency, on May 30, the price of refrigerant R134a fell by 0.79% compared with the previous day and 8.43% year-on-year. The price of raw material hydrofluoric acid fluctuated little, the price of trichloroethylene fell sharply, the cost support decreased sharply, and the market transaction was still flat. The enterprise mainly reduced the price and arranged the warehouse, and the actual transaction was lower than the offer. Up to now, the price of raw hydrofluoric acid is about 11730 yuan / ton. The market quotation of R134a is mostly in the range of 18000-25000 yuan / ton, and the actual transaction is lower than the offer.

R134a is expected to decline steadily in the short term.

Recent price trend of calcium carbide

As can be seen from the above figure, the factory price of calcium carbide in Northwest China rose first and then fell this week. This week, the average ex factory price of mainstream calcium carbide manufacturers in Northwest China rose from 4366.67 yuan / ton on May 21 to 4400.00 yuan / ton on May 25, an increase of 0.76%, and then fell to 4366.67 yuan / ton on May 27, a decrease of 0.76%, a year-on-year decrease of 1.87%. On May 27, the carbide commodity index was 114.41, down 0.87 points from yesterday, down 46.09% from the highest point of 212.23 in the cycle (2021-10-26), and up 106.18% from the lowest point of 55.49 on March 14, 2016. (Note: the period refers to the period from September 1, 2011 to now)

The upstream cost support was good, and the downstream market fell slightly

According to the manufacturer’s quotation, the factory price of calcium carbide in Northwest China this week rose and fell each other: ovicana quoted 4400 yuan / ton of calcium carbide this weekend, down 100 yuan / ton compared with last weekend; Inner Mongolia Zoomlion quoted 4400 yuan / ton of calcium carbide this weekend, which was temporarily stable compared with last weekend; The quotation of calcium carbide in Xingping, Ningxia this weekend was 4300 yuan / ton, an increase of 100 yuan / ton compared with that at the beginning of the week.

From the upstream raw material market, the market of Lanchan rose slightly this week. The quotation of Shenmu small materials this weekend was 1680 yuan / ton, which was 30 yuan / ton higher than that last weekend; At the end of this week, the quotation of Sinochem was 1700 yuan / ton, up 20 yuan / ton compared with that at the end of last week; The quotation of daimateria this weekend is 1800 yuan / ton, which is 50 yuan / ton higher than that of last weekend. The price of upstream raw materials rose slightly and the cost support increased, which had a positive impact on the price of calcium carbide.

From the downstream market, the ex factory price of PVC fell slightly this week. The PVC market price this week fell from 8660.00 yuan / ton at the end of last week to 8446.25 yuan / ton at the end of this week, a decrease of 2.47%, a year-on-year decrease of 7.94%. PVC prices fell slightly this week, downstream customers’ enthusiasm for calcium carbide procurement weakened, and the downstream PVC market had a negative impact on the price of calcium carbide.

The downstream market fell slightly, and calcium carbide fell in the aftermarket or in a narrow range

In the first ten days of June, the calcium carbide market fell mainly in a narrow range. The price of raw material blue carbon rose slightly, and the cost support of calcium carbide increased. However, the downstream PVC market fell slightly, the downstream demand weakened, and the power for calcium carbide to rise was insufficient. In the future, it is predicted that the price of calcium carbide in Northwest China may fall in a narrow range in early June.

Trade name: acetic acid

Latest price (May 26): 5280 yuan / ton

Key points of analysis: the market price trend of acetic acid is rising today, and the average market price in East China is up 2.72% compared with the previous working day. The main factories in Shandong are overhauled, the on-site supply is tightened, the mentality of operators is bullish, the market quotation is sorted and increased, and the market in other regions is mainly rising. At present, the downstream demand is limited, the market is mainly purchased on demand, the market trading atmosphere is mild, and the overall supply and demand is more favorable.

Future forecast: the short-term acetic acid market is waiting to be sorted out, and the future attitude is bullish. Pay specific attention to the market supply.

Trade name: TDI

Latest price (May 25): 16775 yuan / ton

Key points of analysis: the average price of TDI market in East China today is flat compared with the previous working day, and the market situation is weak and stable. The load of Shanghai TDI factory has increased, the on-site supply has increased, and the follow-up of the downstream market is insufficient. The terminal industry coincides with the off-season. The purchase in the market is relatively light, the market trading atmosphere is cold, the offer of goods holders is low, and the goods are delivered at a profit. From the performance of supply and demand, the market is weak. At present, the quotation range of dealers in East China is about 16300 yuan / ton for domestic goods and about 16600-17000 yuan / ton for Shanghai goods.

Future forecast: in the later stage, TDI market will conduct weak consolidation and operation, with specific attention to market supply and downstream follow-up.