Trade name: cryolite

Latest price (March 28): 7550 yuan / ton

Key points of analysis: today, the cryolite market in Henan increased slightly, and the average production price in Henan increased by 1.00% compared with yesterday. Affected by the international situation, the pressure on the cost of using natural gas has increased, the raw materials of cryolite are tense at the same time, the operating rate of enterprises is low, there is no pressure on inventory, and the downstream demand is stable. According to their own shipment, the quotation of individual manufacturers has been increased. In the short term, the price market also needs to pay attention to the operation and downstream demand of enterprises. At present, the market is on the sidelines.

Future forecast: wait and see the cryolite market and pay attention to the market supply.

According to the bulk list data of business society, as of March 25, the average price of domestic industrial lithium hydroxide enterprises was 478666.66 yuan / ton, up 4.06% compared with Monday’s price, 13.97% compared with February 25, and 137.36% year-on-year in a three-month cycle.

Lithium hydroxide market rose this week. Recently, the price of spodumene in the upstream is high, the cost pressure still exists, some units are overhauled, the downstream procurement is active, the market demand is rising steadily, the supply and demand pattern is tight, the market is supported, the low price intention of cargo holders is not strong, and the negotiation focus of lithium hydroxide Market is rising.

Upstream lithium carbonate, according to the data monitoring of business society: the price of industrial grade and battery grade lithium carbonate in the first quarter is still in a significantly higher range, with a price increase of about 80% in three months. On March 25, the reference price of lithium carbonate was 480000.00, an increase of 6.76% compared with March 1 (449600.00).

Lithium hydroxide analysts of business society believe that at present, the price of raw materials is high, the cost side is still supported, and the spot supply and demand in the market is in tight balance. It is expected that the domestic lithium hydroxide market may be strong in the short term.

According to the data monitoring of business agency, the average price of EVA in the domestic market was 21233.33 yuan / ton on March 23 and 21233.33 yuan / ton on March 24. The single day price remained stable, up 8.89% compared with March 1.

On the 24th, the domestic EVA market price remained stable after rising, and the price was relatively strong. The ex factory price of Petrochemical has little change, and the strong demand for downstream photovoltaic materials has brought obvious support to the market. In addition, the rise of international crude oil drives the cost price upward. There are sufficient market favorable factors and the price rises steadily. It is expected that the EVA market price may still rise in the short term.

Price trend

On the 23rd, Shandong propylene market was consolidated. The mainstream price of propylene in Shandong market was 8000-8200 yuan / ton, and the price of raw materials stopped falling and rebounded. Under the support of cost, the propylene market stopped falling and stabilized. The profit of propylene industry declined. At the same time, affected by the epidemic, the transportation was not smooth, the downstream operation was limited, and the demand was not driven enough.

Forecast: weak support on the demand side and uncertainty on the cost side lead to a strong wait-and-see atmosphere in the downstream. It is expected that the propylene market will be weak and volatile in the near future.

The latest p-value price of ethylene glycol on March 17 was 5133.33 yuan / ton.

The ethylene glycol market is weak and declining today. Crude oil futures prices rose sharply yesterday, hitting the highest settlement price in nearly two weeks. EU foreign ministers considering sanctions on Russia’s energy industry may lead to further tightening of supply. The high-level range of upstream crude oil jumps repeatedly, and the bottom support of ethylene glycol is obvious. In the afternoon of ethylene glycol, the center of gravity of MEG outer offer decreased. Recently, the ship offer fell to within 690, and the offer was around 675. There were obvious differences between the buyer and the seller. At present, the port inventory remains high. As of March 21, the total inventory of ethylene glycol in the main port of East China was 949500 tons, a decrease of 8100 tons or 0.85% compared with last Monday and 6600 tons or 0.69% compared with last Thursday. The downstream textile demand continues to be low, the production and sales of polyester are general, and the downstream purchase demand is relatively soft.

Forecast: bottom range shock.