According to the data of the business club’s block list, the TDI market price rose this week. The average price of the East China market at the weekend was 12766.67 yuan / ton, up 1.86% compared with 12533.33 yuan / ton at the beginning of the week and 9.12% compared with the same period last year.

 

This week, the domestic TDI market was relatively strong. At the beginning of the week, the atmosphere in the market was relatively quiet, and the offer of the industry was temporarily stable. The dealers continued to give priority to last week’s offer. In the later stage, the supplier’s repair news was fermenting. The offer of the industry was inclined to the high end, and the price trend was upward. As of the 29th, the reference price of TDI domestic goods in East China market was 12700-12800 yuan / ton, and the reference price of Shanghai goods was 13000-13200 yuan / ton.

 

The price of toluene continued to rise, with strong market atmosphere. The focus of negotiation was pushed up, with an increase of 1.81% in the week. As of the 29th, the domestic average price was 4225 yuan / ton. At present, the supply of toluene is expected to tighten, and the price support willingness of commodity holders is strong, with a good bullish attitude in the future.

 

At present, the domestic supplier’s equipment starts normally, the manufacturer’s export demand is good, the mentality of the industry is acceptable, the offer is running at a high level, and the intention to ship at a low price is not high. According to foreign news, BASF’s 300000 t / a TDI unit in Ludwigshafen, Germany is scheduled to enter the maintenance period from March to April, which is further beneficial to domestic exports. Under the performance of supply and demand, TDI may maintain a high level operation in the later stage. Polyether market continued to decline, the downstream wait-and-see attitude was strong, the demand performance was general, the industry purchased on demand, the market transaction was weak, the atmosphere of goods preparation before the festival was cold, and the future market was weak.

 

According to TDI data analyst of business society, at present, domestic TDI market offer is relatively high, and the mentality of the industry is acceptable. In addition, foreign equipment maintenance news is favorable, and the export demand side is good. It is expected that the TDI market will be relatively strong in the later period, and attention will be paid to the change of supplier information.

Thiourea

1、 Price trend

 

According to the data monitoring of business news agency, the average price of domestic LNG on January 28 was 4183.33 yuan / ton, up 3.98% from the previous day, 8.19% from the beginning of the week, and 35.38% from the same period last year.

 

2、 Analysis of influencing factors

 

This week, the domestic liquefied natural gas stopped falling and rose, but the rise was much milder than the previous peak stage, with a daily rise of about 1% – 4%. Inner Mongolia, Shaanxi, Shanxi, Henan and other places actively increased. The upsurge of liquid price in this round is mainly due to the cold air boost, the rain and snow weather in the northern region, the urban fuel demand has picked up, coupled with the drop of high liquid price, the increase of downstream acceptance, the demand has also increased to a certain extent, the liquid factory has no pressure to ship, and the price has been pushed up. Moreover, the price of liquid dropped sharply in the early stage, some enterprises hung upside down, and profits dropped sharply. This time, we are willing to take advantage of the situation to push up. With the coming of the new year, downstream users have holidays one after another, the purchasing enthusiasm has declined, the demand side has continued to weaken, the liquid price in the future has continued to rise, the lack of action, and there is a downward risk.

 

According to the data monitoring of business news agency, the average price of domestic LNG on January 28 was 4183.33 yuan / ton, up 3.98% from the previous day, 8.19% from the beginning of the week, and 35.38% from the same period last year. Inner Mongolia rose 150-400 yuan / ton, Shaanxi rose 50-250 yuan / ton, Shanxi rose 150-200 yuan / ton, Ningxia rose 200-250 yuan / ton, Henan rose 350-400 yuan / ton. The price of liquid rose positively.

 

Regional specifications rose and fell from January 28 to January 25

Inner Mongolia LNG 3800-4450 3650-4050 150-400

Shaanxi LNG 4150-4350 3700-4100 50-250

Shanxi LNG 4100-4400 3850-4250 150-200

Ningxia ﹣ LNG ﹣ 4000-4350 ﹣ 3800-4100 ﹣ 200-250

Henan LNG 4600-4850 4200-4500350-400

For downstream methanol, the factory quotation of methanol enterprises in Shandong Province was lowered on January 28. The price of methanol in the south of Shandong Province is about 2220-2230 yuan / ton in cash. Linyi receives local goods and sends them to cash around 2210-2220 yuan / ton. There is no quotation for logistics goods, and the downstream receiving is limited. The operators wait and see, and the market atmosphere is general. Shandong methanol Lubei market transaction price is stable at 2150-2180 yuan / ton to cash. Business community methanol analysts expect that the domestic methanol market in the short term consolidation.

 

Urea, January 28, Shandong urea market temporarily stable. The downstream demand is tightening as a whole. In agriculture, the price of urea is relatively high and the agricultural procurement is cautious. In industry, due to the impact of air pollution control in some areas, plate enterprises shut down, and compound fertilizer enterprises started with general load, so the demand for proper follow-up. On the supply side, the early maintenance units started in succession, and the output increased steadily. It is expected that the short-term urea market will fluctuate slightly and fall mainly.

 

Dichloromethane, January 28, Shandong area methane chloride market down. The market price of methane chloride in Shandong has been reduced. The mainstream quotation of dichloromethane market is 3320-3330 yuan / ton, and the mainstream quotation of trichloromethane market is 2440-2500 yuan / ton. At present, the downstream market of dichloromethane has a high degree of completion of goods preparation, and the demand for dichloromethane is weak. In addition, the price of raw materials in the upstream is declining, which leads to a sharp decline in the price of dichloromethane Dichloromethane market is weak.

 

In January, the external market price of ethylene rose first and then fell. On January 1, the price was US $1024.00/ton, while on January 28, the average price of ethylene was US $1012.00/ton, down 1.17%, up 20.01% year on year. At present, crude oil: US crude oil inventory is declining, but the market’s continued concern about the epidemic has limited oil demand, international oil prices fluctuate slightly, and cost support is general. Therefore, data analysts from business news agency predict that the external price of ethylene will mainly fall in the next few days.

 

3、 Future forecast

 

Liquefied natural gas analysts of business news agency think: cold air boost, urban fuel demand rebounds, liquid plant inventory is controllable, shipping pressure is not big, positive price support, liquid price is still expected to rise in the short term, but the year is coming, downstream users have shut down for holidays, purchasing enthusiasm is declining, demand side continues to weaken, coupled with the recent supply side is relatively stable, liquid price continues to rise in the future Lack of motivation and downside risk.

Thiourea

1、 Price trend

 

According to the data monitoring of business news agency, the average price of domestic LNG on January 27 was 4023.33 yuan / ton, 116.7 yuan or 2.99% higher than 3906.67 yuan / ton the day before, and 30.2% higher than the same period last year.

 

2、 Analysis of influencing factors

 

On January 27, the domestic liquefied natural gas market rose by about 3%, and the liquid prices in Shaanxi, Shanxi, Ningxia and other places rose actively. The price in Shanxi increased by 400 yuan / ton. Last week, the price of liquefied natural gas fell sharply, and the price was generally concentrated around 4500 yuan / ton. The high price fell down, and the market returned to rationality. Entering this week, the liquid price stopped falling and rose, but the rise slowed down significantly compared with the previous period, and generally fluctuated in the range of 50-200 yuan / ton. In recent days, the temperature has dropped, and the northern region is facing the rain and snow weather again. The demand of urban fuel has picked up, and the pressure of liquid plant’s shipment is not big. At the same time, due to the rapid decline of price in the early stage and the sharp decrease of profit, the liquid plant actively supports the holiday. However, near the Spring Festival, the downstream users have a holiday ahead of time, the purchasing enthusiasm has declined, and the demand side may be weakened, and the liquid price in the future will continue to rise.

 

According to the data monitoring of business news agency, the average price of domestic LNG on January 27 was 4023.33 yuan / ton, 116.7 yuan or 2.99% higher than 3906.67 yuan / ton the day before, and 30.2% higher than the same period last year. Inner Mongolia increased by 50-200 yuan / ton, Shaanxi increased by 30-250 yuan / ton, Ningxia increased by 100-150 yuan / ton. The price of liquid rose positively.

 

​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​

Date of quotation (yuan / ton)

Inner Mongolia LNG 3700-4300 January 27

Shaanxi LNG 3850-4080 January 27

Xinjiang ﹣ liquefied natural gas ﹣ 2800-4000 ﹣ January 27

Ningxia LNG 3800-4000 January 27

Shanxi LNG 3850-4350 January 27

Hebei LNG 4500-4800 January 27

Henan LNG 4400-4800 January 27

According to the monitoring data of the business community, as of January 25, the average price of methanol producers in Shandong Province was 2335 yuan / ton. After the new year, the price rose by 1.08%, fell by 0.85% on a month on month basis, and increased by 4.12% on a year-on-year basis. Higher freight, higher costs for traders, domestic methanol spot market is relatively strong. In the future, the freight will not be reduced, the cost of traders will not be low, the enthusiasm of downstream procurement will not be high, and some downstream enterprises such as formaldehyde will stop for holidays one after another, with limited support from the demand side. Business community methanol analysts expect that the domestic methanol market in the short term consolidation.

 

Urea, January 27, Shandong urea market temporarily stable. In late January, the urea market in Shandong may fluctuate slightly. Urea analysts of business news agency believe that the current agricultural demand is general, and the industrial demand has declined. At the beginning of the week, urea supply is expected to fluctuate slightly in the short term, and the market will mainly fall. /p>

 

Dichloromethane: on January 27, the market of methane chloride in Shandong Province went down. At present, the completion rate of goods preparation in the downstream market of dichloromethane is relatively high, and the demand for dichloromethane is weak. In addition, the price of raw materials in the upstream is declining, which leads to a sharp drop in the price of dichloromethane. It is expected that the market of dichloromethane will be weak in a short time.

 

3、 Future forecast

 

Liquefied natural gas analysts of business news agency believe that: near the end of the month, the temperature drops, the northern region is facing the rain and snow weather again, the demand of urban fuel has picked up, the pressure of liquid plant shipping is not big, actively support the price, the year is coming, downstream users have to stop work and have holidays, the purchasing enthusiasm drops, the demand side may weaken, the liquid price continues to rise in the future, the action force is insufficient, and the expected callback probability is large.

Thiourea

Price trend:

 

According to the data of business club’s block list, the domestic ABS market rose in the second half of January, and the spot prices of various brands rose in the third week. As of January 26, the mainstream offer price of general ABS was about 16650 yuan / ton, up 5.71% from the average price level at the beginning of January.

 

Factor analysis:

 

ABS upstream styrene market recently overall negative. Crude oil remained stable, pure benzene finished in a narrow market, ethylene fell in a weak position, styrene cost support surface was acceptable, and overall styrene position decreased in the outer market. In the third week, the import source was obviously less, the port inventory accumulation was slow, the operation rate of domestic styrene rose, and the supply on the site was good. As the downstream plants gradually enter the period of production reduction or shutdown, the demand for styrene shrinks again. Generally speaking, with the advent of seasonal off-season, the demand support is not strong. It is expected that in the short term, the market will once again periodically suppress the profit of styrene production, and styrene may adjust in a weak way,

 

Butadiene market continued to decline in the first half of the month, the current decline has slowed down. The main reason is that the supply side of the domestic market has increased significantly, and some maintenance devices have started to restart and release capacity in the early stage. At the same time, the external supply is also sufficient, and the prices are constantly falling, which affects the domestic market mentality. Under the drag of supply, the butadiene market was in a weak downward trend, and there was a certain bottom support for the price of butadiene in the recent downstream pre Festival stock, forming a pattern of price decline slowing down and the market gradually deadlocked. At present, the market is lack of good guidance, and it is expected that the market consolidation will mainly wait and see.

 

In late January, the domestic ABS market went out of a small upsurge. Although the upstream raw materials fluctuated and the cost support weakened, recently it was in the pre holiday stock up stage, and the downstream factories just needed to stock up. The supply of ABS in China is fair, but the volume of stock transaction is large, and some brands such as 0215a and 417 are in short supply to a certain extent. In some areas, the market rose with the trend. Entering the end of the month, the current downstream just need to stock gradually ended, market trading weakened, medium-term expected short.

 

Future forecast:

 

Business analysts believe that: in late January, the ABS market remained stable after its strength, and the prices of some brands rose considerably. The cost side of the market is different, the overall support of ABS cost side is not strong. At present, with the end of downstream goods preparation, the market atmosphere is gradually weakening. The market will enter the off-season of demand during the Spring Festival holiday. It is expected that the domestic ABS price will stagnate in the near future and begin to callback.

Thiourea

1. Price trend

 

According to the data of the business club’s block list, the average ex factory price of powdered monoammonium was 2084.67 yuan / ton on January 18, and 2118 yuan / ton on January 25, with an increase of 1.6% in seven days.

 

According to the data of the business club’s block list, on January 18, the average ex factory price of 64% diammonium was 2440 yuan / ton, and on January 25, the average ex factory price of 64% diammonium was 2490 yuan / ton, rising by 2.05% in seven days.

 

2、 Market analysis

 

In the middle and late January, the price of monoammonium phosphate continued to rise, the year was approaching, the purchase of downstream compound fertilizer came to an end, a small amount of replenishment, monoammonium phosphate stopped reporting, the number of enterprises increased, the main orders were issued, and the price rose slightly. At present, 55% of the factory price of ammonium phosphate in Anhui Province is 2105 yuan / T. In Hubei Province, the ex factory price of 55% ammonium powder is 2050-2100 yuan / ton, and that of 58% ammonium powder is 2150-2200 yuan / ton. The market in Henan maintains stable operation, and 55% of the ex factory price of powdered ammonium is about 2050-2100 yuan / ton. The price of 55% ammonium powder in Shandong Province is 2150-2200 yuan / ton, which is stable. The ex factory price of 55% ammonium powder in Sichuan is about 2000-2100 yuan / ton.

 

In the middle and late January, the price of diammonium phosphate continued to rise, the supply of goods was tight, the demand at home and abroad was good, the heat of inquiry increased, the sales pressure of enterprises was not high, and the price support psychology was obvious. At present, 64% of diammonium phosphate’s mainstream ex factory quotation in Hubei was 2500-2600 yuan / T, and 64% of diammonium phosphate’s main export factory quotation in Gansu was 2650 yuan / T. The price of 64% diammonium in Yunnan is 2750-2900 yuan / ton. In Guizhou Province, the mainstream ex factory quotation of 64% diammonium is 2850 yuan / ton, while in Heilongjiang Province, the first station advance collection quotation of 64% diammonium rises to 2950-3050 yuan / ton.

 

As a whole, the market of raw phosphorus ore continues to run at a high and stable level. At present, the downstream purchasing atmosphere is general, the operation rate of the mine is not high, and the orders are mostly from old customers. Near the Spring Festival, some terminal downstream enterprises in the domestic phosphorus ore market have stopped production one after another, and the business trading atmosphere is general. More concentrated supply of early orders, business community phosphorus ore analysts believe that the general demand, the recent phosphorus ore market adjustment is limited, will continue to be stable for operation.

 

Import and export data of monoammonium phosphate: in November 2020, China’s import volume of monoammonium phosphate was 450 kg, the amount was US $2, 412, and the average unit price was US $5360.00/t. In November 2020, China’s export volume of monoammonium phosphate is 253400 tons, with a total amount of US $90212 560 and an average unit price of US $356.07/ton.

 

Import and export data of diammonium phosphate: in December 2020, China’s import volume of diammonium phosphate was 76kg, the amount was 424 US dollars, and the average unit price was 5578.95 US dollars / ton. In December 2020, China’s diammonium phosphate export volume is 491400 tons, the total amount is 177402749 US dollars, and the average unit price is 361.03 US dollars / ton.

 

3、 Future forecast

 

Business community ammonium phosphate analysts believe that the current ammonium phosphate Market is warm, manufacturers have no pressure to ship, prices rise steadily. At the end of the year, the purchase of downstream compound fertilizer is coming to an end, with a small amount of replenishment, the stop of monoammonium phosphate, the increase of enterprises, the main orders, and the price rising slightly. It is expected that the price will not fluctuate much in the short term, and the stable operation will be dominant. The supply of DAP is tight and unchanged, the demand at home and abroad is good, the heat of inquiry is increasing, the sales pressure of enterprises is not high, and the price support psychology is obvious. Under the support of favorable conditions, DAP is expected to have a strong trend, and there is no lack of rising expectations.

Thiourea