1、 Price trend

According to the bulk data monitoring of business society, as of August 26, the average price of refrigerant R22 was 18666.67 yuan / ton, up 12% from the beginning of the week, 15.46% from the beginning of the month and 14.29% from the same period last year

According to the bulk data monitoring of business society, as of August 26, the average price of refrigerant R134a was 22166.67 yuan / ton, up 7.26% from the beginning of the week and 7.26% from the beginning of the month, up 37.97% from the same period last year.

2、 Market analysis

The market price of refrigerant R22 continued to rise this week, and the focus moved up rapidly. Last week, the enterprise has raised the operation, but the range is relatively conservative. This week, the enterprise has raised the maximum by 3000 yuan / ton, which is quite large. This week, the prices of raw materials hydrofluoric acid and chloroform increased, the supply was tight, the cost support was strong, the cost of refrigerant enterprises was under pressure, there was a strong sentiment of supporting the price and reluctant to sell, and there was no intention to lower the price. However, the transaction at a high price was light, superimposed with the downstream air conditioner entering the routine maintenance stage, the demand was general, and the actual transaction was mainly negotiation. As of August 26, the market quotation of R22 is mostly in the range of 17000-19500 yuan / ton, about 19500 yuan / ton in Shandong, about 17000-19000 yuan / ton in Zhejiang, about 18500-19000 yuan / ton in Hunan and about 17000-19000 yuan / ton in Guangzhou. The prices in various places have increased significantly.

This week, the market price of refrigerant R134a rose sharply, the price of raw hydrofluoric acid rose, and the cost support became stronger. However, due to the oversupply in the field, enterprises frequently reduced prices and shipped goods, or there was a loss in production. For example, Shandong Dongyue has not started up yet, and the enterprise’s profits have been damaged. Out of cost considerations, enterprises have a strong willingness to actively support the market, and the price has generally pushed up, The low-end price gradually moves closer to the high-end. At present, the highest price has risen to 30000 yuan / ton, which is bullish in the future. As of August 26, the market quotation of R134a is mostly in the range of 22000-23500 yuan / ton, that of Zhejiang is about 19500-23000 yuan / ton, that of Hunan is about 20000-20500 yuan / ton, and that of Guangzhou is about 19000-20000 yuan / ton. Prices in various places have risen steadily.

In terms of raw materials, on August 26, the mainstream price of domestic anhydrous hydrofluoric acid manufacturers was 9500-9900 yuan / ton. The ex factory price trend of merchants in the field was temporarily stable. The operating rate of domestic hydrofluoric acid manufacturers was normal and the supply of goods in the field was stable. Affected by the high price of fluorite, the market trend of downstream refrigerants had an upward trend in the near future, mainly purchasing on demand in the field, It is expected that the market price may be stable in the later stage.

On August 26, the methane chloride Market in Shandong was reorganized, and some manufacturers made offers for adjustment. At present, the mainstream ex factory price of dichloromethane is about 4150 ~ 4190 yuan / ton, and the mainstream ex factory price of trichloromethane is 3150 yuan / ton. The downstream inquiry is on demand.

3、 Future forecast

According to the refrigerant analysts of business society, at present, the price of raw materials is rising, and the supply of goods is in short supply. The cost of refrigerant enterprises is under pressure, the inventory is not high, and the offer of cargo holders is high. However, there are few new orders. Some enterprises suspend receiving orders, and the on-site supply side is tightened, which is conducive to the upward rise of refrigerant prices. It is expected that the market of R22 and R134a will be strong in the short term, and the price may continue to rise.

The international oil price continued to rise, coupled with the lack of equipment maintenance supply of some enterprises, the MTBE market rebounded significantly, with an increase of about 100-200 yuan / ton in two days. According to the data of business agency, from August 18 to August 25, the price of MTBE increased from 5500 yuan / ton to 5750 yuan / ton, with a price increase of 4.55% during the week, and the price remained stable month on month, with a year-on-year increase of 58.26%.

Crude oil rebounded and rose sharply, MTBE market demand was good, which greatly boosted the mentality of entering the market in the middle and lower reaches and the confidence of refineries to support the price. Refinery shipments are good, and gasoline and diesel exceed the balance of production and sales. In the early stage, wait and see the middle and lower reaches, or a large number of goods will be replenished in the market. In addition, by the end of August, some middle and lower reaches will begin to prepare for gold, nine silver and ten hoarding.

In terms of external trading, as of the closing on August 24, the closing price of Asian MTBE market increased by US $30 / ton compared with the previous trading day, and FOB Singapore closed at US $705.5-707.5/ton. The closing price of European MTBE market increased by US $11 / T compared with the previous trading day, and FOB ara closed at US $789.5-790 / T. The closing price of us MTBE market increased by US $20.45/t compared with the previous trading day, and FOB Gulf FOB closed at US $727.18-727.54/t (204.84-204.94 cents / gallon).

In terms of enterprises, some major production enterprises in Shandong will adjust the price by about 100-200 yuan / ton within two days: Shi dashenghua’s MTBE quotation will be increased by 50 yuan / ton to 5800 yuan / ton. The 400000 T / a mixed alkane dehydrogenation and 350000 t MTBE unit of Shandong Shenchi Chemical Co., Ltd. is under maintenance for about half a month. MTBE is increased by 50 yuan / ton, and the quotation is 5800 yuan / ton. The MTBE quotation of Lihua Yijin Petrochemical was increased by 50 yuan / ton to 5750 yuan / ton.

Supported by the sharp rise of crude oil, the domestic MTBE market rose sharply, but the increase was large, and the downstream enthusiasm for receiving goods at high prices weakened. Business agency MTBE analysts believe that the domestic MTBE market may be mainly sorted out in the short term.

On August 24, the sulfur commodity index was 102.24, up 5.85 points from yesterday, down 1.54% from the highest point of 103.84 in the cycle (2011-11-02), and up 296.43% from the lowest point of 25.79 on February 24, 2020（ Note: period refers to the period from September 1, 2011 to now)

According to the price monitoring of business agency, the price trend of sulfur in East China rose strongly on the 24th, and the average price of sulfur production was 1863.33 yuan / ton, up 6.07% from the previous working day. The quotation of refineries in various regions in China was adjusted, the price of solid-liquid sulfur increased significantly, and the price of solid-liquid sulfur increased by 30-80 yuan / ton at the same time. The supply of goods in Hong Kong is tight, the spot on the site is difficult to find, the goods holders are reluctant to sell, and the external price is strong, which boosts the market mentality. The refineries in China operate normally, the inventory is low, the downstream market procurement is mainly on demand, the market trading is relatively stable, and the mentality of the field operators is good.

Future forecast: at present, the domestic sulfur market is high and strong, the downstream phosphate fertilizer market, domestic demand and export orders are stable, the domestic spot supply is tight, and the main actors in the market support sulfur well. The future sulfur market will wait and see to sort out, and pay attention to the market transaction.

Trade name: isooctanol

Latest price (August 23): 17366.67 yuan / ton

On August 23, the ex factory quotation of isooctanol in Shandong fell, down 433.33 yuan / ton or 2.43% compared with the quotation on August 20. The upstream propylene market rose slightly and the cost support was good. However, the downstream DOP market fell greatly, the downstream procurement enthusiasm weakened, the maintenance of octanol unit was completed, and the supply was normal.

Recently, the ex factory price of octanol in Shandong may fluctuate slightly: the manufacturer’s quotation is about 17000 yuan / ton.

According to the data monitoring of business agency, the chloroform market rose this week (8.16-8.20). The price of chloroform was 3090 yuan / ton on the third day of the week and 3150 yuan / ton on the weekend, an overall increase of 1.94%.

The price of raw liquid chlorine rebounded, the price of methanol fluctuated slightly, and the cost support was stronger than that of last week. According to the business agency, as of August 20, the price of methanol was 2577 yuan / ton, slightly adjusted from 2560 yuan / ton at the beginning of the week; The mainstream ex factory price of liquid chlorine of tank car in Shandong Province is about 1500 yuan / ton.

The overall load of domestic methane chloride plant decreased, and the supply side was relatively tight, which supported the driving of chloroform; The operation of downstream refrigerant enterprises is stable and slightly supported.

Analysts of methane chloride data of business society believe that the cost side rises slightly and the supply side decreases. However, as the hot weather passes, the demand side support will continue to weaken. It is expected that the trichloromethane market will mainly fluctuate in a narrow range in the later stage.