On October 25, the cryolite commodity index was 85.02, up 1.21 points from yesterday, down 16.00% from the highest point of 101.21 points in the cycle (October 31, 2011), and up 28.14% from the lowest point of 66.35 points on September 5, 2016. (Note: the period refers to the period from September 1, 2011 to now).

On October 25, the price trend of cryolite market in Henan rose. The average price of cryolite market was 7000 yuan / ton, an increase of 1.45% over the previous working day. The upstream raw materials were tight, the price market rose, the cost of cryolite increased, and the market kept up with the rise. Coupled with the impact of limited power and limited production, the production capacity of cryolite enterprises was low, and the manufacturers adjusted the quotation according to their own shipment, The market continued to be strong and upward. The cryolite manufacturer’s equipment starts normally, the enterprise inventory is low, the downstream demand is stable, the shipment is stable, the market supply is tight, and the enterprise cryolite price is high.

On October 22, the rare earth index was 633 points, up 6 points from yesterday, down 36.70% from the highest point of 1000 points in the cycle (December 6, 2011), and up 133.58% from the lowest point of 271 points on September 13, 2015. (Note: the period refers to the period from December 1, 2011 to now).

The trend of domestic rare earth index rose, the price of domestic light rare earth praseodymium neodymium series rose, the price of praseodymium neodymium oxide rose by 10000 yuan / ton to 655000 yuan / ton, the price of praseodymium neodymium metal rose by 10000 yuan / ton to 795000 yuan / ton, the price of praseodymium oxide rose by 5000 yuan / ton to 675000 yuan / ton, the price of neodymium oxide rose by 12500 yuan / ton to 897500 yuan / ton, The price of neodymium metal increased by 10000 yuan / ton to 817500 yuan / ton, the price of dysprosium oxide increased by 20000 yuan / ton to 2.76 million yuan / ton, the price of dysprosium ferroalloy increased by 15000 yuan / ton to 2.74 million yuan / ton, the price of dysprosium metal increased by 10000 yuan / ton to 3.545 million yuan / ton, the price trend of domestic light rare earth market increased, the recent procurement was general, and the price trend of praseodymium neodymium series mainly increased, Recently, the price of dysprosium in the domestic heavy rare earth market has risen, the price of terbium has risen, and the downstream purchase is mainly on demand. Myanmar prohibits export. It is expected that the price trend of domestic rare earth market will rise slightly in the later stage.

The latest p value price of ethylene glycol on October 21 was 7225 yuan / ton.

In terms of inventory, as of October 21, the total inventory of ethylene glycol in the main ports of East China was 565000 tons, an increase of 81500 tons over last Thursday, an increase of 16.86%, and an increase of 50000 tons over this Monday, an increase of 9.71%.

In terms of units, the 400000 ton syngas MEG unit of Rongxin in Inner Mongolia shut down due to failure today, and Tongliao gold coal in Inner Mongolia shut down on October 20. The restart time is to be determined.

The overall fundamental support of MEG is weakened. The inventory is low, the inventory has accumulated slightly recently, and the unloading at East China port has accelerated slightly, but a large number of goods still haven’t arrived. At present, the pilotage has not been significantly improved, and the arrival is expected to be delayed in the later stage. The external price of ethylene glycol fell for two consecutive days, and the external atmosphere continued to fall in the afternoon today. Recently, the ship’s offer was around us $875 / ton, and there was no substantive offer. Another important factor is coal, whose price has fallen sharply recently, and the price of ethylene glycol has also been deeply adjusted.

Forecast: short term MEG is dominated by weak shocks.

Trade name: TDI

Latest price (October 20): 14950.00 yuan / ton

Key points of analysis: the trend of domestic TDI market is strong. The distribution market in East China is waiting and sorting, and the market price increases. The quotation of TDI domestic goods in the distribution market is about 14500-14700 yuan / ton, and that of Shanghai goods is about 15000-15200 yuan / ton. The actual transaction price is subject to negotiation. At present, although the units of Wanhua chemical and Gansu Yinguang have returned to normal, the actual supply in the market is relatively small. In addition, the weekly guidance price of Shanghai factory has been raised this week. In the downstream, the terminal products are in the stage of digesting inventory, and the overall just need to purchase. The operators hold a wait-and-see attitude towards the future market.

Aftermarket forecast: from the perspective of supply and demand performance, the aftermarket TDI market will wait and see consolidation, and operate stably in the short term. Pay attention to the market supply and downstream follow-up.

On October 19, the price of aluminum fluoride rose

According to the data of business agency, the domestic price of aluminum fluoride was 11000.00 yuan / ton on October 19, up 8.91% from 10100.00 yuan / ton on October 1 at the beginning of the month; The trend of aluminum fluoride continued to rise.

Overview of industrial chain Market

According to the monitoring of business society, the prices of fluorite and hydrofluoric acid rose in October, and the cost of aluminum fluoride rose; On the 19th, the rising trend of aluminum fluoride stabilized, and the rising power of aluminum fluoride weakened.

According to the monitoring of business society, the high price of electrolytic aluminum rose in October. On October 18, the aluminum commodity index was 134.77, an increase of 2.59 points over yesterday, a record high in the cycle, an increase of 148.56% over the lowest point of 54.22 on November 24, 2015. (Note: the period refers to the period from September 1, 2011 to now). Aluminum prices hit a new high, and the demand for aluminum fluoride remains strong.

Market overview and forecast

Analysts of aluminum fluoride industry of business agency believe that the recent rise in the cost of aluminum fluoride has slowed down, the rising power of aluminum fluoride has weakened, the aluminum price has reached a new high, and the demand for aluminum fluoride is high. With the intensification of power restriction, the start-up of aluminum fluoride enterprises has dropped slightly, and the supply of aluminum fluoride has decreased. It is expected that the rising power of aluminum fluoride will remain in the future, and the price of aluminum fluoride will rise slightly.