On July 15, 2021, there were 0 rising commodities, 0 falling commodities and 7 rising and falling commodities in the fluorine chemical price list. Stable products include fluorite, hydrofluoric acid, cryolite, trir22, R134a, chloroform and aluminum fluoride.

On July 15, the market price trend of fluorine chemical raw materials was temporarily stable. The price of raw material fluorite was 2616.67 yuan / ton, and the price trend of fluorite was temporarily stable. Recently, some domestic fluorite plants were generally started, the operation of in site mines and flotation parking devices was stable, and the fluorite supply was normal. However, in the near future, the downstream market was mainly stable, and the price trend of fluorite was temporarily stable. As of the 15th, the price of fluorite in Jiangxi was 2400-2600 yuan / ton, and that in Inner Mongolia was 2300-2400 yuan / ton. It is expected that the price of fluorite will remain stable in the future.

In the near future, the price of the downstream refrigerant industry is mainly stable, and the operating rate is still low. The demand for hydrofluoric acid is general. In addition, the market supply is normal, and the price trend of hydrofluoric acid market is temporarily stable. As of the 15th, the quotation of hydrofluoric acid Market is 10020 yuan / ton. The price trend of hydrofluoric acid market is stable in the near future, and the operating rate of domestic hydrofluoric acid is less than 60%, Enterprises reflect that the current supply of hydrofluoric acid spot goods on the floor is normal, the market of goods on the floor is general in the near future, and the ex factory price of some enterprises has little change. Up to now, the mainstream of hydrofluoric acid negotiation is 9300-9700 yuan / ton, but people on the floor reflect that the hydrofluoric acid market is mainly stable in the near future, and Chen Ling, an analyst of the society of health, thinks that the market trend of hydrofluoric acid is temporarily stable.

The price trend of aluminum fluoride products is temporarily stable, the market supply is normal, and the trading market is general. The quotation of aluminum fluoride of Zhengzhou Zerun energy and Chemical Co., Ltd. is 8000 yuan / ton. The overall market supply of aluminum fluoride is sufficient, and the overall price trend of aluminum fluoride market is temporarily stable.

In recent years, the price trend of trichloromethane in Shandong Province is stable, the overall demand of downstream market is general, and the demand for trichloromethane is general. With the demand procurement of downstream market, the price trend of trichloromethane market has little change. The market of methane chloride in Shandong Province is temporarily stable, and the quotation of manufacturers is adjusted. The mainstream factory price of dichloromethane is about 3900-4000 yuan / ton, and the mainstream factory price of trichloromethane is about 4300-4400 yuan / ton. The downstream makes a small number of inquiries according to the demand.

In recent years, the price trend of domestic cryolite is stable, the operation of in site devices is stable, and the supply is normal. The domestic negotiation price is about 6000-6500 yuan / ton, and the actual transaction price is mainly negotiation. In general, the recent market of fluorine chemical industry is general, and it is expected that the trend of fluorine chemical industry will remain volatile in the later period.

In the near future, the price trend of downstream refrigerant R22 is temporarily stable, the price trend of raw material chloroform remains high, and the cost support is strong. In the near future, the downstream is mainly purchased on demand, the demand side has little change, and the market center remains high. As the price trend of hydrofluoric acid is temporarily stable, the prices of some affected refrigerants are slightly lower. The price trend of refrigerant R134a is temporarily stable and the market is relatively strong. In the near future, the start-up in the downstream remained low, but the raw material support was strong, and the refrigerant market was temporarily stable.

According to the data monitored by the business community (the average price of SG5 manufactured by calcium carbide method), on July 14, the mainstream average price of PVC in China was 9012.5 yuan / ton, up 0.14% from 9000 yuan / ton at the beginning of the month, down 1.23% month on month, and up 37.12% compared with the same period last year.

2、 Market analysis

In the first half of 2021, the PVC market was operating at a high level, and the price once approached 10000 yuan. Since June, the off-season effect of the market has continued to this day. In the first half of July, the PVC market was generally stable, the price fluctuation was less than 1%, the adjustment was not much, and the price was still high. Recently, the price of PVC futures fluctuated significantly, and tried to rebound many times, but stopped at 9000 yuan. For the spot market, the boost was limited. Most enterprises adjusted the price by 50 yuan / ton, with little fluctuation, and the basis of futures and cash gradually decreased. At present, in the off-season, the start-up of the downstream products industry is declining, and there is still resistance to high price PVC. They just need to purchase, and the gas is not enough. In July, the number of maintenance enterprises is decreasing, the supply is increasing, and the sales of enterprises are under certain pressure. The mentality of the operators is negative. On the whole, the supply and demand side are weakening. However, in the near future, the price of raw material calcium carbide is rising, and the cost side supports PVC, which is not easy to fall deeply, It’s difficult to distinguish between long and short, mostly with small fluctuations.

In terms of spot price, the main quotation range of pvc5 calcium carbide in China is around 9000-9150 yuan / ton. Pvc5 calcium carbide in Hangzhou area is 9050-9150 yuan / ton; The main stream of pvc5 calcium carbide in Changzhou area is 9000-9150 yuan / ton; The mainstream price of PVC ordinary calcium carbide in Guangzhou is 9050-9150 yuan / ton; The market fluctuated slightly.

Futures, futures prices continue to rebound, but not enough to boost the spot market. July 14 v2109 contract opening price: 8890, the highest price: 8975, the lowest price: 8865, position: 432886, settlement price: 8920, yesterday settlement: 8885, up: 35.

For external price, Taiwan Formosa Plastics Co., Ltd. of China issued a new shipping schedule quotation in August, with CFR India down 60 to 1330 US dollars / ton, CFR China down 30 to 1200-1210 US dollars / ton, FOB Northeast Asia to Southeast Asia down 50 to 1190-1200 US dollars / ton, and FOB Northeast Asia to Vietnam down 10 to 1200 US dollars / ton,

region technology 7 / 14 (yuan / ton) 7 / 1 (yuan / ton) Up and down remarks

East China Calcium carbide process 9030-9110 9030-9010 0/+100 Delivery

south China Calcium carbide process 9030-9130 9080-9150 – 50/-20 Delivery

North China Calcium carbide process 8950-9030 8930-9010 + 20/+20 To

southwest Calcium carbide process 9000-9100 8950-9100 + 50/0 To

For international crude oil, on July 13, international oil prices rose. The settlement price of the main contract in WTI crude oil futures market of the United States was US $75.25/barrel, or US $1.15 or US $1.60%. The settlement price of the main contract in Brent crude oil futures market was US $75.84/barrel, or US $0.68 or US $0.90%. The divergence of OPEC supply increase in oil producing countries is pending, but the market generally expects that it should be tightened in the short term, which is supported by the favorable US inventory data, and the oil price continues to strengthen.

Ethylene, July 13, the US ethylene market, FD US Gulf quoted 1158-1176 US dollars / ton, up 66 US dollars / ton, the recent rise in the US ethylene market, good demand. On July 13, the European ethylene market quotation, FD northwest Europe quoted 1157-1168 US dollars / ton, up 2 US dollars / ton, CIF northwest Europe quoted 1060-1068 US dollars / ton, up 4 US dollars / ton. On July 13, the price of ethylene in Asia was 980-990 US dollars / ton in Northeast Asia and 930-940 US dollars / ton in Southeast Asia. Recently, ethylene prices in Asia are mainly stable. Affected by the price rise of upstream crude oil, ethylene market may rise in the later stage.

On July 14, the ex factory price of calcium carbide in Northwest China rose, the price of orchid charcoal in the upper reaches was high, the cost support was good, the PVC market in the lower reaches rose slightly, and the demand for calcium carbide increased. In the future, calcium carbide rose slightly, and a new round of power rationing in Inner Mongolia began, calcium carbide production decreased, and supply exceeded demand.

3、 Future forecast

Business community PVC analysts believe that the current supply and demand are weak, PVC futures rebound shock, but the spot market is still limited volatility. As the price of raw material calcium carbide rises due to the limitation of electricity, the support of cost side becomes stronger and stronger. It is expected that the short-term market will be stuck and it is difficult to distinguish between long and short term. The price of PVC mainly fluctuates in a small range.

1、 Price trend

As can be seen from the above figure, the comprehensive price of potassium chloride is temporarily stable this week. The average price of potassium chloride mainstream comprehensive quotation this week is 2800.00 yuan / ton. Overall, this week’s potassium chloride market was temporarily stable, with the potassium chloride commodity index at 88.89 on July 9.

2、 Market analysis

This week, the quotation of mainstream potassium chloride manufacturers is temporarily stable: the ex factory quotation of Qinghai Salt Lake potassium chloride at the weekend is 2450 yuan / ton, which is temporarily stable compared with that at the beginning of the week; Anhui Badou potassium chloride weekend sales offer 3150 yuan / ton, compared with the beginning of the week, the offer is temporarily stable. The actual turnover of potassium chloride market this week is not good. On the whole, the main contradiction of the market is that supply exceeds demand, the trading atmosphere is cold, downstream purchasing is just in demand, the overall inventory is low, the purchasing market momentum is low, and the domestic potassium chloride market is stable.

3、 Future forecast

In the middle of July, the overall trend of potassium chloride market may fluctuate slightly. The KCl market is facing the pressure of three big mountains, namely, Hong Kong’s large stock, weak demand and downward international prices. Therefore, the main contradiction in the current market is that supply exceeds demand. KCl analysts of business society believe that under the influence of supply and demand, raw materials and other aspects of the short-term KCl market, the KCl market may be dominated by high consolidation.

Price analysis of this week (7.2-7.9, the same below)

This week, the price of silicon remained stable and rose slightly in some areas. According to the data of business news agency, the average price of silicon metal in mainstream areas on the 9th was 14425.00 yuan / ton, 0.41% higher than last week, up about 400 yuan / ton from the same period last month.

On September 9, the prices of 441 silicon in different regions were as follows:

The price range of silicon metal in Huangpu port area is 14600-14800 yuan / ton, with an average price of 14700 yuan / ton; The price range of silicon metal in Tianjin port area is 14500-14600 yuan / ton, with an average price of 14550 yuan / ton; The price range of ᦇ 441 metallic silicon in Kunming is 14300-14500 yuan / ton, with an average price of 14400 yuan / ton; The price range of silicon metal in Sichuan is 14100-14300 yuan / ton, with an average price of 14200 yuan / ton; Fujian ᦇ 441 metal trading range 13400-13600 yuan / ton, the average price of 13500 yuan / ton; The price range of silicon metal in Shanghai is 15100-15300 yuan / ton, with an average price of 15200 yuan / ton.

Market this week

At the downstream end, the domestic silicone DMC market has a good trading atmosphere, and the upstream and downstream support each other. The overall silicone DMC will still maintain a high level of operation. As of August 8, the factory reference of silicone DMC in mainstream areas is around 30500 yuan / ton.

On the supply side, the resumption of production of Yunnan silicon plants continued. Some silicon plants in Chongqing stopped production for maintenance in July, and some silicon plants in Sichuan were affected by environmental protection policies, which increased by 50 yuan / ton compared with last week, but did not affect the production of most silicon plants.

Future forecast

Under the active support of downstream transaction, the possibility of silicon price falling in the near future is not great, and it is expected that it will run at a high level in the short term.

Domestic cobalt prices continue to rise

According to the data monitoring of business agency, the cobalt market continued to trend in June in July, and the price of cobalt rose. As of July 9, the cobalt price was 371666.66 yuan / ton, up 5.89% compared with that of 351000.00 yuan / ton on June 1; The cobalt price rose 8.46% compared with the price of cobalt on June 17, 342666.66 yuan / ton; The price of cobalt rose by 1.55% from the price of 366000.00 yuan / ton on July 1. After the first half of the storage, cobalt City ushered in an outbreak in the second half.

Co market supply

According to the data of Customs network, in may2021, China’s total imports of cobalt raw materials amounted to 73 million tons of metal tons, a 31% decrease on a year-on-year basis, an increase of 95% year on year. From January to may 2021, China’s total imports of cobalt raw materials amounted to 39000 tons of metal tons, an increase of 20% year-on-year. Affected by the blockade of ports in South Africa in 20 years, the import of cobalt raw materials decreased sharply in May of 20 years. In May of 21, the import volume of cobalt raw materials rose sharply year on year, 31% lower than that of April, the import of cobalt raw materials decreased significantly and the supply increment of cobalt Market decreased. In March, the cobalt price fell sharply, the domestic cobalt market was more active in import, and the stock of domestic cobalt market accumulated. Meanwhile, the sharp decline of cobalt price in March made some enterprises delay the purchase of cobalt raw materials, and the import volume of cobalt raw materials decreased month on month in May. With the stable cobalt price, the expected return of cobalt raw materials to Hong Kong in June. And in the first quarter, the domestic cobalt market has accumulated enough stock, and it is expected that the supply of cobalt market is sufficient in the future, and the supply is short of demand.

Sales volume of new energy vehicles

According to statistics of the passenger Union, the wholesale sales of new energy passenger vehicles reached 227000 in June, an increase of 14.7% on May, an increase of 165.7% year on year; In June, the retail sales of new energy passenger vehicles reached 223000, an increase of 169.9% year-on-year, and a 19.2% increase on May. From January to June, new energy passenger vehicles were wholesale 1.87 million, an increase of 231.5% year-on-year. From January to June, new energy vehicles retail 1.01 million, an increase of 218.9% year-on-year. The new energy vehicle market has performed strongly, and demand in cobalt is expected to rise.

The impact of the epidemic in South Africa

On novel coronavirus pneumonia, South Africa President Rama Fossae announced in June 27th that when South Africa’s national television address was released, the South African government decided to raise the level of “blockade order” from three to four for the current third wave of new severe pneumonia. The South African government continuously upgraded the “blockade order” level within one month, which affected the economic operation in South Africa, affected the operation of South Africa’s ports and logistics transportation, and restricted the departure of goods. The transportation of cobalt raw materials is limited, and the supply of cobalt market may be short-term.

A summary of the market

Although the sales volume of new energy vehicles rose sharply in June, the fastest growth was the brand using lithium iron phosphate. On the contrary, the growth rate of ternary battery vehicles was low, and the demand of cobalt market was not obvious; In the first quarter, the import of cobalt raw materials in China increased greatly, and the stock of cobalt market was abundant. In April and may, the continuous low cobalt price stimulated the import of cobalt raw materials. It is expected that the import data of cobalt raw materials in the market will increase rapidly in the future, and the supply of cobalt market is sufficient.

Baijiaxin, an analyst with data from business society, thinks that the import of cobalt raw materials has not declined significantly at present, and the supply of cobalt Market in China is sufficient; The new energy vehicles sales of the demand end increased greatly, while the demand of cobalt market increased; The supply and demand relationship of cobalt city is still not unbalanced, but the South African epidemic has increased the risk of short-term shortage of cobalt, which stimulated the high cobalt price. Generally speaking, the demand of cobalt Market in the future is expected to rise. The South African epidemic situation makes the supply shortage risk of cobalt market increase. At the same time, due to the abundant stock of the domestic cobalt market, the risk of supply shortage in the domestic cobalt market is limited, the space for cobalt price rise is limited, and the impact of cobalt price is difficult to hit 400000.