The market of cis-1,4-polybutadiene rubber rose in February. According to the monitoring of the business society, the price of cis-1,4-polybutadiene rubber was 11360 yuan / ton at the beginning of February, and rose to 13060 yuan / ton at the end of the month, with an overall increase of 14.96% at the end of the month compared with the beginning of the month. In February, cis-1,4-polybutadiene rubber manufacturers increased for many times, and the market price rose rapidly.

In February, the demand for cis-1,4-polybutadiene rubber was general. During the Spring Festival, the operating rate of downstream tire factories dropped sharply, which was basically within 30% of the festival. After the festival, the operating rate rose slowly. Some manufacturers began to work gradually after January 16 to increase the load, and the overall purchasing of cis-1,4-polybutadiene rubber was weak.

The overall supply of cis-1,4-polybutadiene rubber in February is not loose, and the supply is expected to decline in the later period. According to the business news agency, the Shunding unit of Sichuan Petrochemical Company was temporarily shut down for maintenance in February, and the Shunding units of Qilu, Maoming, Daqing and Dushanzi were normally started. In the later March, the Shunding units of Yanshan and Maoming had a shutdown and maintenance plan, and the overall supply side was expected to be tight, forming a support for the Shunding rubber.

In February, the price of butadiene, the raw material of cis-1,4-polybutadiene, rose sharply, and the cost side was more supportive of cis-1,4-polybutadiene rubber. According to the monitoring of the business agency, the price of butadiene was 6056 yuan / ton at the beginning of the month and 8235 yuan / ton at the end of the month, with an overall increase of 35.98%.

Future forecast: business community analysts believe that the overall synthetic rubber industry chain rose sharply in February, the current international crude oil price adjustment at the end of the month, cis-1,4-polybutadiene rubber may face a small adjustment in the short term. Later, with the increase of downstream operation rate, the demand side will support cis-1,4-polybutadiene rubber. In addition, the supply side is expected to be tight. It is expected that cis-1,4-polybutadiene rubber will continue to dominate after the adjustment.

On March 1, 2021, there were 3 kinds of commodities that rose, 0 kinds of commodities that fell, and 4 kinds of commodities that rose or fell to 0. Rising products include hydrofluoric acid, R22 and chloroform; stable products include fluorite, R134a, aluminum fluoride and cryolite.

On March 1, the price of fluorite in the fluorine chemical raw material market rose. The price of fluorite was 2761.11 yuan / ton. The price trend of fluorite remained at a high level. Recently, some fluorite plants in China started generally, and some mines and flotation plants stopped. The fluorite supply in the plant was tight. However, the downstream market was stable in the near future, and the rise of fluorite price was limited. As of January 1, the price of fluorite in Jiangxi was 2700-2900 yuan / ton, and that in Inner Mongolia was 2500-2700 yuan / ton. It is expected that the price of fluorite will remain high and volatile in the future.

Recently, the price of some downstream refrigerants has risen, and the operating rate remains low. The demand for hydrofluoric acid is general. However, due to the normal supply on the site, the price trend of hydrofluoric acid market has risen slightly. As of January 1, the quoted price of hydrofluoric acid market is 10611.11 yuan / ton. Recently, the price trend of hydrofluoric acid market is mainly stable, and the operating rate of domestic hydrofluoric acid is less than 60%. Enterprises reflect that the current market situation is stable The supply of hydrofluoric acid is normal. Recently, the market of hydrofluoric acid on the market is general. The ex factory price of some enterprises is stable. Up to now, the mainstream of hydrofluoric acid negotiation is 10000-11000 yuan / ton. However, people on the market reflect that it is difficult for the hydrofluoric acid market to rise sharply in the near future. Business analyst Chen Ling thinks that the market of hydrofluoric acid may remain volatile.

The price trend of aluminum fluoride products is temporarily stable, the market supply is normal, and the trading market is general. The ex factory price of aluminum fluoride of Zhengzhou Tianrui Crystal Technology Co., Ltd. is 8700 yuan / ton, and the price of aluminum fluoride of Zhengzhou Zerun energy and Chemical Co., Ltd. is 8700 yuan / ton. The overall market supply of aluminum fluoride is sufficient, and the overall price of aluminum fluoride market is relatively stable.

In recent years, the price of trichloromethane in Shandong has been rising. The overall demand of the downstream market has not changed much. The demand for trichloromethane is general. As the downstream market begins to stock up, the market price of trichloromethane has risen slightly. At present, the start-up of chloroform production enterprises in Shandong is high, the market spot supply is stable, and the shipping situation of enterprises is flat. In order to prevent excessive warehouse pressure in the future, enterprises bid for shipping. At present, the quotation in Shandong is about 3000-3100 yuan / ton.

In recent years, the price trend of domestic cryolite is temporarily stable, the operation of the plant is stable, and the supply is normal. The domestic negotiation price is about 6500-7000 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 rose, the price of raw material chloroform rose slightly, and the cost support was general. Recently, the downstream gradually began to stock up, the demand side rose, and the market center rose slightly. Due to the stable price trend of hydrofluoric acid, the price of some affected refrigerants rose. The price trend of R134a is mainly 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 mainly volatile.

1、 Price trend

The comprehensive price of potassium chloride rose this week. The average price of mainstream comprehensive quotation of potassium chloride this week rose from 2140.00 yuan / ton at the beginning of the week to 2155.00 yuan / ton at the end of the week, an increase of 0.70%. Overall, the potassium chloride market rose this week, with the potassium chloride commodity index at 68.41 on February 26.

2、 Market analysis

This week, the quotation of mainstream potassium chloride manufacturers Rose: the ex factory quotation of Qinghai Salt Lake potassium chloride at the weekend was 2050 yuan / ton, which was temporarily stable compared with the beginning of the week; the distribution quotation of Anhui Badou potassium chloride at the weekend was 2260 yuan / ton, which was increased by 30 yuan / ton compared with the beginning of the week. 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 first ten days of March, 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.

1、 Price trend

According to the price monitoring of the business community, the spot price of domestic polyester staple fiber rose sharply after the Spring Festival (2.11-2.26). As of February 26, the average price of domestic polyester staple fiber spot market was 7931 yuan / ton, 16.67% higher than the price of 6798 before the Spring Festival, and 14.43% higher than the same period last year. The quotation of all manufacturers has been greatly increased by 1000-1200 yuan / ton. In the futures market, on February 26, the main short fiber Futures (2105) closed at 8362, up 1218 or 17.05% from 7144 before the Spring Festival. During the Spring Festival, the international oil price fluctuated and soared, which led to the sharp rise of PTA and glycol prices. The cost rose sharply, the device was shut down for maintenance, the downstream goods were prepared after the festival, and the polyester staple fiber spot and futures showed a significant rise. However, due to the lack of full operation after the festival, although the production and sales continued to increase, most of them were engaged in arbitrage. The downstream factories were well stocked, and the enthusiasm for purchasing high prices was not high. There might be short-term adjustment demand for polyester staple fiber.

2、 Factors affecting price

1. PTA: after the Spring Festival, the domestic PTA spot market showed a sharp rise. On February 26, the average price of domestic PTA spot market was 4730 yuan / ton, up 17.30% compared with that before the Spring Festival and 7.96% year on year. During the Spring Festival, affected by the cold wave, the US crude oil production decreased, the agency raised the oil price expectation, and the crude oil rebounded strongly, reaching a new high in nearly 13 months, which strengthened the support for PTA cost. Downstream polyester and weaving enterprises have resumed production, and the demand recovery is optimistic. We need to pay attention to the situation of OPEC + meeting in the later stage, and it is expected that the short-term PTA price oscillation is relatively strong.

2. Ethylene glycol: after the Spring Festival, the domestic ethylene glycol futures and spot markets rose sharply. On February 26, the average ex factory price of oil made ethylene glycol in North China was 6050 yuan / ton, up 25.61% compared with that before the Spring Festival and 34.44% compared with that before the Spring Festival. During the Spring Festival, the United States was affected by extreme weather, and many units stopped unexpectedly, resulting in a tight supply side. International oil prices and glycol prices continued to rise sharply. After the festival, the downstream demand situation in the domestic market is also relatively optimistic, the spot price of ethylene glycol soars, the profit of coal based ethylene glycol is prominent, and the production load of manufacturers is increased. At present, the market sentiment is positive and still bullish in the short term.

3. Polyester yarn: after the Spring Festival, a number of pure polyester yarn enterprises raised their prices. This weekend, the average spot market price of 32S polyester yarn in Jiangsu, Zhejiang and Shanghai was about 14933 yuan / ton, up 5.41% and 2.81% compared with that before the Spring Festival. As of February 25, the price of pure polyester yarn of Weifang runfengda textile increased significantly, with the price of 32S pure polyester yarn increasing by 1000 yuan / ton compared with that before the Spring Festival; the price of pure polyester yarn of Weifang Guanjie textile increased significantly, with the price of 32S pure polyester yarn increasing by 1000 yuan / ton compared with that before the Spring Festival; the price of pure polyester yarn of Weifang Honghua textile increased slightly, with the price of 32S pure polyester yarn increasing by 14800 yuan / ton compared with that before the Spring Festival The price of Nantong Suzhong textile increased by 300 yuan / ton in February, and the price of 32S pure polyester yarn reached 15000 yuan / ton by the 25th, which was 1200 yuan / ton higher than that in January; the price of Gaoyi Delida textile increased by 1100 yuan / ton compared with that before the Spring Festival.

3、 Future forecast

In the future, business community analysts believe that since the Spring Festival in 2021, crude oil and PTA have continued to rise, which obviously supports the cost of polyester staple fiber. However, the short-term rise has increased the risk of market adjustment. Downstream weaving enterprises are cautious in placing orders, with more inquiries, and orders have not improved significantly. In the future, short-term crude oil needs to pay attention to the OPEC + meeting on March 4, PTA needs to pay attention to the maintenance and commissioning of new units. Short term polyester staple may be slightly adjusted. Caution is recommended.

According to the monitoring data of the business community, as of February 25, the average ex factory price of acetic acid in East China was 6066.67 yuan / ton, up 22.97% in February. Judging from the price trend in February, the price of acetic acid increased slightly a year ago, and the range of increase was always around 50-70 yuan / ton. After the holidays, acetic acid went up in a wide range, with a maximum increase of 500 yuan / ton in a single day and an increase of 18.18% after the festival, and the price exceeded 6000 yuan / ton. As of February 25, the market price of acetic acid in China is as follows:

Region ﹣ date ﹣ quotation

In Shandong Province, February 25, 2005, RMB 5950-6050 / T

Jiangsu Province February 25 – 6150-6300 yuan / ton

In Zhejiang Province, the price of RMB 6250-6300 per ton on February 25, 2005

Hebei Province, February 25, 2005: RMB 5850-5900 / T

In Northwest China, the price of RMB 5500 / T on February 25th

In South China on February 25, 2005, RMB 6500-6600 / T

In North China, RMB 5800-5850 / T on February 25, 2008

The domestic acetic acid market continued to rise, the downstream active replenishment after the festival, the market demand increased, the domestic enterprises Hualu Hengsheng, Henan Yima, Anhui Huayi and other devices shut down, resulting in the shortage of spot supply in the market. In addition, the North American large factories shut down, the export demand of enterprises in East China increased, the overall inventory of acetic acid market was low, and the supply side gap was difficult to make up in a short time.

After the festival, the domestic methanol market rose slightly, and the downstream replenishment was appropriate. In addition, the logistics gradually recovered, the market recovered, and the price trend continued to rise. At present, the price in Shandong is about 2277.50 yuan / ton. At present, the low export intention of the on-site shippers is not high, the downstream just needs to purchase mainly, the methanol market is mainly in consolidation operation, and the support for acetic acid is weak.

The price of acetic anhydride rose significantly, and continued to rise after the festival. As of the 25th, the ex factory price of acetic anhydride was 9300 yuan / ton, up 10.71% after the festival. It mainly comes from upstream driving, upstream parking, tight supply, rising cost of raw materials, acetic anhydride rising momentum, price rising.

In terms of acetate, the domestic price of ethyl acetate rose sharply after the festival. As of the 25th, the average ex factory price of ethyl acetate in East China was 9075 yuan / ton, up 16.16% after the festival. The upstream acetic acid market continued to rise, the spot supply of raw material n-butanol market was tight, the industry was bullish, both sides were good, and the market trend of ethyl acetate kept up with the rise. At present, Dongying Yisheng plant of butyl acetate industry is shut down, Taixing Jinjiang is closed and its quotation is suspended, the overall market is on the low side, the supply of goods is tight, and the raw material market continues to be good, so the market of ethyl acetate is strong and upward. Overall, the supply of acetic acid market is tight and the price is rising, which has led to the continuous rise of the downstream acetate Market.

Acetic acid analysts of business news agency believe that from the comparison of the price trends of the upstream and downstream of the acetic acid industry chain, the price trends of various products are almost synchronous after the year, and the increase is mainly wide. Based on the analysis of the supply and demand performance of acetic acid and industrial chain products, the upstream methanol has weak support for acetic acid, and the main reason for the rise of acetic acid is the tight supply. However, it is difficult to recover the market supply in a short time, and the demand for acetic acid is low The supply of downstream acid products was tight, and the downstream demand gradually recovered after the festival, so the supply of acetate products was in short supply. At present, after the continuous rise of acetic acid market, the market tends to be stable gradually. In the future market, we still need to pay attention to the start-up situation of acetic acid plants. In the short term, the acetic acid market is strong or slightly rising.