Trade name: cryolite

Latest price (June 22):7600 yuan / ton

Key points of analysis: today’s cryolite market is temporarily stable, and the average production price in Henan is flat compared with the previous working day. Due to the shortage of upstream raw materials and high fuel prices, the production cost of the enterprise is high. Most of the cryolite devices in the site operate at low load. The inventory of the manufacturer is tight. The downstream demand is OK. The purchase follows up smoothly. The shipment of the enterprise is relatively smooth, and the quotation of the cryolite manufacturer remains high.

Future forecast: the short-term cryolite market will continue to wait and see and pay attention to the market supply.

Trade name: urea

Latest price (June 21):3094.00 yuan / ton

On June 21, the domestic comprehensive urea price stopped falling and rose, increased by 14 yuan / ton compared with the price on June 20, or 0.45%, and increased by 15.45% compared with the same period last year. The upstream cost is generally supported, the downstream agricultural demand is weakened, and the industrial demand is dominated. The daily output of urea decreased slightly and the supply was insufficient. In the future, urea rose in a narrow range.

In the future, it is expected that the ex factory price of urea in Shandong may rise slightly, and the average price quoted by the manufacturer is about 3010 yuan / ton.

According to the monitoring of the business club, the domestic market price of phthalic anhydride declined slightly. As of the 20th, the quoted price of phthalic anhydride was 8625 yuan / ton. The on-site spot supply was normal, and the marketing situation was general.

The domestic market price of phthalic anhydride has declined slightly, the delivery of phthalic anhydride in the market is general, the downstream demand has not changed much recently, the upstream orthobenzene price has remained high, the plasticizer market has declined sharply, the spot supply of phthalic anhydride in the market is normal, and the market price of phthalic anhydride has declined due to the influence of the downstream. The operation of domestic phthalic anhydride manufacturers has not changed much. The operating rate of phthalic anhydride in the market is less than 60%, the domestic spot supply of phthalic anhydride is normal, the market price trend is mainly falling, the downstream plasticizer industry is declining, and the actual transaction is normal. The market price of phthalic anhydride in East China has declined, and the high-end transactions on the floor are limited. The mainstream of the adjacent method source negotiation in East China is 8600-8700 yuan / ton, and the mainstream of the naphthalene method source negotiation is 8400-8500 yuan / ton; The mainstream quotation of phthalic anhydride market in North China is 8500-8700 yuan / ton. The wait-and-see mentality of phthalic anhydride still exists in the market. The downstream purchases are mainly on demand. The recent adjacent benzene market remains high. It is expected that the market price of phthalic anhydride will decline slightly in the later period.

According to the data monitoring of business agency, the dichloromethane market continued to weaken this week (June 10-june 17). As of June 17, the average price of dichloromethane bulk water in Shandong was 3447 yuan / ton, down 3.23% from 3562 yuan / ton on June 10.

Although the load of Luxi methane chloride plant was reduced in the early stage, the start-up of domestic methane chloride plant was still at a high level, and the supply was still under great pressure. The downstream market demand is stable and weak.

This week (6.10-6.17), the spot price of methanol rose slightly, supported by the cost side. However, the high price of methanol futures fell back, which had a negative impact on the market mentality. According to the business agency, as of June 17, the spot price of methanol was 2715 yuan / ton, up 2.16% from 2657 yuan / ton on June 10. As of June 17, the closing price of the main contract of methanol futures was 2756 yuan / ton, down 5.32% from the closing price of 2911 yuan / ton last Friday.

Future forecast: according to the methane chloride data analyst of business club, Jinling unit began to reduce its load at the weekend. In addition, due to the unexpected impact of Shanghai Petrochemical, the market expects that domestic methane chloride enterprises may have maintenance or load reduction plans. It is expected that the domestic supply pressure may be relieved in the later period, and there may be a small upward opportunity for dichloromethane in the later period.

According to the monitoring data of the business agency, the average price of methanol in the domestic market was 2715 yuan / ton on June 16, which was stable compared with the previous trading day, with a year-on-year increase of 6.89%. On June 16, methanol futures in Zhengzhou Commodity Exchange were weak and volatile. The closing price of main contract ma2009 was 2807 yuan / ton, down 35 yuan / ton or 3.64% compared with the closing price of the previous trading day. Recently, the oil price fell, and the methanol futures market of plastics, PP and other commodities fell. In terms of spot goods, the production cost of methanol has weakened slightly, but the fundamentals have not changed significantly. The domestic methanol market may be stable in the near future.