Near the end of the month, the domestic price of polysilicon is still rising, and the price of silicon material has reached a new high this week. Domestic polysilicon market also continued to rise, polysilicon prices rose 2000-3000 yuan / ton this week. The price of imported goods stabilized slightly. At present, the operating rate of domestic polysilicon manufacturers is relatively low, and about six maintenance or load reduction start-up are maintained. This month, two new polysilicon manufacturers are mainly concentrated in Inner Mongolia and Sichuan. In the middle of the year, the 20000 ton polysilicon plant in Leshan, Sichuan Province, was affected by the flood, and the plant has not yet resumed production. According to the news on the 26th, the manufacturers are actively organizing the desilting work and striving for the early resumption of the plant. Most enterprises keep low inventory operation, domestic supply continues to be tight, enterprises continue to sign orders, manufacturers have signed orders in September. According to the monitoring of the business agency, the domestic mainstream transaction price of polysilicon with the model of first-class solar material is 65000-72000 yuan / ton.

In the near future, the silicon material enterprises in Xinjiang have begun to resume production one after another, and the supply is also gradually increasing. The market shortage may be alleviated in the near future, and the growth of polysilicon is expected to slow down in the near future.

Note: the above price is tax inclusive

According to the data monitored by the business agency, as of August 26, the average price of domestic power lithium iron phosphate was 37000.00 yuan / ton. The domestic power type lithium iron phosphate ran smoothly with limited demand, general transaction atmosphere, slow delivery and stable price.

The market price range of lithium iron phosphate power is 34500-37000 yuan / ton, the price is stable, the supply and demand is balanced, and the demand is general. At present, the price range of energy storage lithium iron phosphate is 28000-31000 yuan / ton, and the average price is about 29500 yuan / ton. At present, the quotation of power type lithium iron phosphate enterprises is 37000 yuan / ton of Guangdong Optical Technology Co., Ltd., 37000 yuan / ton of Foshan Defang Nano Technology Co., Ltd Teri new energy materials Co., Ltd. is 37000 yuan / ton. In the past two years, domestic lithium iron phosphate technology has been continuously improved. Lithium iron phosphate battery has cost advantages. With the continuous breakthrough of lithium iron phosphate density, its safety and recycling have been better played. There is a very broad space for lithium iron phosphate in vehicle market.

The overall operation of upstream lithium carbonate is stable. At present, the mainstream price range of industrial grade lithium carbonate is 33000-37000 yuan / ton, with a slight increase. The mainstream price range of battery grade lithium carbonate is 39000-40500 yuan / ton, and the price remains stable.

The chemical index on August 25 was 683 points, up 2 points compared with yesterday, 32.78% lower than 1016 points (2012-03-13), and 14.21% higher than 598 points, the lowest point on April 8, 2020. (Note: period refers to 2011-12-01 to now)

Business Club lithium iron phosphate analysts believe: lithium iron phosphate market prices remain stable in the short term, just need to purchase. (the above prices are provided by major lithium iron phosphate manufacturers all over the country and analyzed by business lithium iron phosphate analysts for reference only. Please contact relevant manufacturers for more price details.)

According to the monitoring of business agency, the average price of coking coal in North China on August 25 was about 1350 yuan / ton, down 15.18% from the same period last year. The price of coking coal is mainly weak and stable.

On August 24, the coking coal commodity index was 99.63, unchanged with yesterday, 18.02% lower than 121.53 (2019-03-12), and 121.84% higher than 44.91, the lowest point on January 28, 2016. (Note: period refers to 2012-09-01 to now)

According to the business agency, the production of coking coal plant is normal, the start-up load is general, the downstream wait-and-see mood is relatively strong, the enterprise shipment is slow, the enterprise inventory is high, the overall coking coal price is mainly weak and stable, and the coking coal price still has a downward trend under pressure. Different types of coal market continued to differentiate, low sulfur main coking coal shipment smooth, low inventory, some coal enterprises slightly increased coal prices.

Demand: on the downstream side, the coke market has been running steadily for a while, most of the coke enterprises have a low inventory, and they have slightly improved the purchase of raw coal, but the overall sentiment on the price reduction of coking coal is still in place; the start-up of the steel plant is normal, and the transportation is affected by the weather, and the coke inventory of the steel plant has a downward trend, but the overall purchase of coke is still mainly on demand. According to the latest data of the Bureau of statistics, in the middle of August, the steel prices in the national circulation market fluctuated slightly, the prices of rebar and angle steel decreased slightly, and the prices of other steel products continued to rise slightly. The price of rebar (Φ 16-25mm, HRB400) was 3759.7 yuan / ton, which decreased by 8.4 yuan / ton compared with the previous period (early August, the same below), with a decrease of 0.2% and an increase of 1.3%.

According to the coking coal analysts of the business society, the current coke price is mainly weak and stable temporarily. The coking coal price is mostly purchased on demand, the downstream coke steel game continues to be white hot, and the steel mills start normal operation, but the overall coke purchase is still mainly on demand. On the whole, under the condition of loose supply and strong market wait-and-see sentiment, coking coal is expected to continue to operate stably under pressure in the short term.

1、 Trend analysis

Trade name: nitrile rubber

Latest price (August 24): 13533 yuan / ton

Analysis points: the domestic NBR market offer rose slightly, with the mainstream average price of 13583 yuan / ton, up 0.37% compared with the previous day. According to the monitoring of the business agency, the domestic market price of nitrile rubber increased slightly. The mainstream price of NBR in Lanhua was 12000-12350 yuan / ton, 3305 was 12900-13100 yuan / ton, Nandi 1052 was 14800-15200 yuan / ton, and Russian nitrile 2665 was 12100-12300 yuan / ton.

The prices of butadiene and acrylonitrile continue to rise. According to the monitoring of the business agency, the domestic butadiene price is 5387 yuan / ton, and the ex factory price of acrylonitrile in Shanghai Secco is 7600 yuan / ton.

Aftermarket forecast: raw materials go up, NBR market is expected to rise slightly in the short term.

1、 Price trend

According to the data of the business agency, the domestic maleic anhydride market has been on the rise this week. At the beginning of the week, the average price of maleic anhydride by benzene hydrogenation method was 6766 yuan / ton (including tax), and rose to about 6833 yuan / ton at the weekend, with an increase of 0.99% during the week and 6.22% compared with the average price of 6433 yuan / ton in the same period of last month.

The commodity index of maleic anhydride on August 20 was 63.74, which was the same as yesterday, decreased by 48.46% from the highest point of 123.67 (December 26, 2017), and increased by 24.54% from the lowest point of 51.18 on April 14, 2020. (Note: period refers to 2011-09-01 to now).

2、 Analysis of influencing factors

Products: this week, domestic maleic anhydride enterprises started smoothly as a whole, and the spot supply of the market was still tight. The mainstream manufacturers supplied more contract customers, and some enterprises were reluctant to sell. The rising sentiment in the industry was high. During the week, the increase in various regions was about 200-400 yuan / ton. At present, the solid anhydride in Shandong, Jiangsu, Shanxi and Hebei provinces was 6200 yuan / ton, 6350 yuan / ton, 6200 yuan / ton and 6200 yuan / ton, respectively The area solid anhydride is about 6100 yuan / ton, and that in South China is about 6750 yuan / ton.

Industrial chain: the hydrobenzene market continues to weaken, the downstream market demand is poor, the port inventory in East China continues to rise, the pure benzene market pressure in East China remains, the basic hydrobenzene market is mainly under pressure, the tender price of crude benzene is slightly reduced, and the cost pressure of hydrogenated benzene Enterprises remains unchanged; the overall inventory of downstream resin industry is high, and the downstream demand and high cost lead to the suspension of inspection of some enterprises, The market as a whole started on the low side, the industry’s negative factors.

3、 Future forecast

According to the analysts of maleic anhydride products of the business agency, the current spot supply in the market continues to be tight, and there is no obvious increase in a short period of time. The downstream market demand is just needed, and the export order volume is fair. It is expected to maintain a strong operation in the short term.