1、 Price trend

As of December 11, the average price of refrigerant R22 was 14333.33 yuan / ton, up 2.38% from the beginning of the week, up 1.18% month on month, and 16.18% lower than the same period last year.

According to the monitoring of the bulk data of the business agency, as of December 11, the average price of refrigerant R134a was 16000 yuan / ton, which was flat compared with the beginning of the week, increased by 5.49% compared with the beginning of the month, increased by 5.49% month on month, and decreased by 30.43% compared with the same period last year.

2、 Market analysis

R22, this week R22 market overall more stable, enterprises more stable rise. The price of raw material trichloromethane fell, some hydrofluoric acid units were overhauled, the spot supply was slightly tense, the price rose, the cost support was strong, the R22 trend was strong, some enterprises were out of stock and suspended quotation, they had to wait until the new quota came out. At present, the market inquiry heat is reduced, there are not many new orders, and most of the operators are wait-and-see, and the market situation is mainly sorted out. As of the 11th, the prices of mainstream manufacturers in R22 market were around 14000-16000 yuan / ton.

R134a, this week R134a market overall stable, individual up. The rising price of raw material hydrofluoric acid, combined with tight supply in the market and strong support from the supply side and the cost side, boosted the price of R134a. However, the demand side continued to be weak, the intention of stock preparation was not high, and the trading was general. Therefore, the rising space in the future market was limited and mainly fluctuated. As of the 11th, the prices of mainstream manufacturers in R22 market were around 16000-16500 yuan / ton.

As for the raw material hydrofluoric acid, on December 11, the mainstream price of domestic anhydrous hydrofluoric acid manufacturers was 8000-9000 yuan / T, and the ex factory price of domestic manufacturers increased slightly. The operating rate of domestic hydrofluoric acid manufacturers was general, and the supply of on-site goods was slightly tight. Affected by the stable price of fluorite, however, the demand of downstream refrigerant industry was general, and the on-site procurement was mainly based on demand. It is expected that the on-site price will increase slightly in the future Lord.

At present, the market of trichloromethane is mainly subject to shock adjustment, and the trading situation in the industry is general. Enterprises start to reduce the negative, inventory is low, and the upstream liquid chlorine market is high, which supports the price of methane chloride better; the overall purchasing demand of downstream market is just flat, and the market support is insufficient. As of the 9th, the mainstream quotation of dichloromethane market was 3380-3490 yuan / ton, and that of chloroform market was about 3500-3600 yuan / ton, which is expected to fluctuate and adjust in the short term.

3、 Future forecast

According to the refrigerant analysts of business agency, at present, raw materials are rising, and the superimposed supply is tight, and the trend of refrigerants is strong under the support of favorable conditions. It is expected that R22 market will be mainly sorted out in the short term, and R134a price may continue to rise with the cost, but due to the drag of demand, the rising space may be limited.

According to statistics from the business agency, on December 10, the average spot market price of 32S polyester yarn in Jiangsu, Zhejiang and Shanghai was about 13375 yuan / ton, which was the same as last week. The downstream market prepared goods for the new year, but the orders for the shopping festival were gradually completed, the follow-up orders were weak, the loom started to decline, and the inventory of pure polyester yarn enterprises increased month on month.

Recently, the yarn market is still in a small adjustment, still at a high level, pure polyester yarn market stability is weak, vortex spinning quotation is stable, no order spot sales are gradually weakening. Many cotton mills, especially small mills, have gradually weakened sales and increased inventory after completing the preliminary orders, and are bearish on the future market. Imitation Dahua pure polyester yarn maintains stability. Jiangsu and Zhejiang vortex spinning pure polyester yarn negotiation, T30S mainstream reported 11000 yuan / ton, transaction negotiation. Hebei imitation Dahua yarn t45s mainstream tax free is around 9300-9400 yuan / ton. There is a lack of aftereffect in the downstream market, and the trading atmosphere is not good. It is mainly rigid. In the actual negotiation, there will still be some profits. The factory purchases on demand, and the mill stock is not much, but the profit is meager, and the overall enthusiasm for production is general. In the face of such a low market, orders can not meet the production demand. Many factories, considering the reasons of funds and machines, began to turn to receiving orders for processing with supplied materials. In this way, they only earn processing fees, do not occupy raw material funds, and can try to set up more booths to ensure stable production.

The cost side is good for support, and the recent continuous rise of crude oil is good for market production and sales, and the stronger upstream raw material price forms a strong support for the cost. The spot production and sales of staple fiber are booming. Some manufacturers of polyester staple fiber in Jiangsu and Zhejiang Province have increased their prices by 50-100 yuan / ton. Driven by the rise of futures, the manufacturers who did not increase their prices at the weekend have raised their quotations by about 100 yuan. The actual orders are negotiated for shipment. The mainstream quotation of 1.4d is about 5600-5800 yuan / ton, and the actual orders are about 5550-5650 yuan / ton, which can be raised by the factory and discussed by themselves. The main report of half light 1.4d in Fujian is 5700-5750. Half light 1.4d mainstream 5700-5750 was delivered to Shandong and Hebei markets. Early adjustment of futures market, I wait and see. In the futures market, staple fiber Futures (2105) rose, about 200 yuan / ton higher than last Thursday. The rise of crude oil and PTA rebound led to the rebound of polyester staple fiber futures, and the rebound of futures led to a sharp recovery of spot production and sales. However, affected by demand constraints, the spot polyester staple fiber is difficult to continue to strengthen.

After the orders of “double 11″ and “double 12″ in the downstream market are gradually delivered, the new orders are not good, and the weaving start-up rate is decreased. In recent years, the market order of conventional varieties is not good, and the delivery of grey cloth is slow, and the conventional varieties are the main products on the machine. Due to the rising price of raw materials, the price of customized fabric is hard for customers to bear and the actual order is hindered. Near the end of the year, the price of raw materials fluctuated, and most of the weaving factories were in a wait-and-see mood, and they basically did not make bulk preparation. Export market orders are relatively light, and the number of double orders has shrunk slightly. The market demand of conventional varieties began to fade, and more and more inquiries were made for the development of new varieties and new technology fabrics. Affected by the epidemic situation, they were confused in the later stage.

At the beginning of the market, the transaction of fabrics in winter is insufficient, the orders for fabrics in spring are relatively limited, the starting rate of weaving enterprises is partially insufficient, and the output of printing and dyeing enterprises is falling slightly. In the case of the reduction of orders in the weaving Market and the lack of aftereffect, the analysts of business agency believe that the ring spinning of pure polyester yarn is still stable, vortex spinning will continue to be bearish, and the market may show a partial downward trend.

Trade name: ammonium sulfate

Latest price (December 9): 586.67 yuan / ton

Analysis points: on December 9, the price of ammonium sulfate was stable and the market was strong. The mainstream ex factory quotation of ammonium sulfate in Henan Province is 530-570 yuan / ton, that of powdery ammonium sulfate in Hebei Province is 600 yuan / ton, that in Shandong Province is 460-650 yuan / ton, and that in Hunan Province is 700 yuan / ton. Ammonium sulfate analysts believe that the overall market trading atmosphere of ammonium sulfate is general, manufacturers’ inventory is low, port inventory is not high. Downstream on-demand procurement is the priority, and whoever uses it will take it. It is expected that the price of ammonium sulfate will be stable in the short term.

According to the data monitored by the business agency, as of December 8, the price quoted by pet water bottle manufacturers was 5400.00 yuan / ton, which was 7.28% higher than that in early December, Compared with the same period of last month, the price of polyester bottle chip increased by 8.72%, and the price of polyester bottle chip market was stable and increased in a narrow range. Now the price range of mainstream manufacturers is around 5400-5500 yuan / ton. The prices of some manufacturers have been raised, and the overall market price of polyester bottle chips has risen slightly. The purchasing atmosphere is general. The downstream just needs to purchase, and the transaction atmosphere is calm.

The price of domestic PET bottle chip market has been rising steadily, and the overall market is showing an upward trend. The focus of negotiation is relatively strong. The prices of some manufacturers have been increased by 50-100 yuan / ton. The downstream demand is flat, and the procurement is mainly on demand. The overall price shows a small rise. The mainstream factories are active in shipping, the logistics is smooth, the number of new orders is limited, mainly contract customers, and the operating rate is normal. At present, polyester bottle chips in East China are low The main market negotiation price is 5400-5500 yuan / ton. At present, the shipment is smooth and the inventory is general.

This week, the upstream PTA market price went up, the pet cost side lacked favorable support, PTA market demand was general, the negotiation focus was stable, the inventory pressure remained, and the transaction mentality was cautious.

On December 7, the rubber and plastic index was 751 points, up 2 points compared with yesterday, 29.15% lower than 1060 (2012-03-14), and 42.23% higher than the lowest point of 528 on April 06, 2020. (Note: period refers to 2011-12-01 to now)

Pet analyst of business agency thinks: in the short term, the pet market is more volatile. (the above prices are provided by major pet manufacturers all over the country and analyzed by pet business analysts for reference only. Please contact relevant manufacturers for more price details.)

Trade name: naphtha

Latest price (December 7, 2020): 5277.50 yuan / ton

Analysis points: international crude oil rose sharply, supporting naphtha cost. It is understood that WTI crude oil price is 46.26 USD / barrel. At present, the refined oil market is going up, the refinery inventory is low, the market trading is active, and the refinery is actively pushing up.

Aftermarket forecast: it is expected that naphtha prices in the mainland will continue to rise in the short term.