1、 Price data:

According to the data monitoring of the business club’s bulk list, the domestic bromine market showed a weak and stable performance this week. The average price of bromine at the beginning of the week was about 30388 yuan / ton, and the average price of bromine at the end of the week was about 30277 yuan / ton, down 0.37% in the week, down 13.62% from the same period last year.

2、 Cause analysis

Products: at present, the domestic bromine production enterprises Park until the middle of February, the industry’s inventory is exhausted, and the spot supply is tight. However, due to the weak downstream demand and the impact of the new pneumonia epidemic, the transportation is limited, so the industry’s trading is light. At present, the mainstream enterprises offer 29500-30050 yuan / ton left and right.

Industry chain: the upstream market of bromine in China is weak and stable, the market is not sufficient to start, the transportation is limited, and the downstream demand is flat. At present, sulfur is about 470 yuan / ton, sulfuric acid is about 313 yuan / ton, caustic soda is about 580 yuan / ton, and soda ash is about 1550 yuan / ton. In the downstream, the market performance of flame retardants is relatively low, the demand side support is insufficient, the pharmaceutical and agricultural intermediates and other industries are on the low side, and the overall impact on bromine price is negative.

3、 Future forecast

According to the bromine industry analysts of the business association, after winter, the domestic bromine market has entered into a period of shutdown. The trade and investment in the industry is flat and the market is basically closed. Most enterprises recover in mid February. It is expected that the industry will maintain a stable operation in the short term. With the arrival of the national two sessions, the industry will still maintain a low opening rate. After the two sessions, with the weather getting warmer, the industry will gradually resume work and the price will fluctuate greatly.

According to statistics, the price trend of hydrofluoric acid in China this week is temporarily stable. As of the end of the week, the price is 10240 yuan / ton, which is the same as the price at the beginning of the week, down 18.35% year on year.

Product: the price trend of hydrofluoric acid this week is temporarily stable. In the near future, the on-site manufacturers are generally on the way. The operating rate of the downstream refrigerant industry remains at a low level. The demand for domestic hydrofluoric acid market is limited. In addition, the domestic hydrofluoric acid plant maintains a high operating rate, and the domestic spot supply is sufficient. However, in the near future, the price of fluorite remains high, and the domestic price trend is temporarily stable. By the end of the week, the southern region had a stable price trend The mainstream of hydrofluoric acid negotiation is 10000-11000 yuan / ton, and the price of hydrofluoric acid in the northern market is 10000-10500 yuan / ton. In the near future, the price of domestic hydrofluoric acid market is stable. In the near future, the demand of downstream refrigerant industry is general, and the supply of hydrofluoric acid manufacturers is general. Some manufacturers report that the recent rise pressure is large. By the end of the week, the mainstream of hydrofluoric acid negotiation in Fujian Province was about 10000-10500 yuan / ton, in Shandong Province, Jiangxi Province, Inner Mongolia and Jiangxi Province, respectively. The market price trend of hydrofluoric acid was stable.

Industry chain: the price of fluorite in the upstream of hydrofluoric acid is stable this week. By the end of the week, the ex factory price of fluorite is 2894.44 yuan / ton. The supply of fluorite in China is normal, but the price of fluorite has little change. The upstream cost price has a certain cost support impact on the hydrofluoric acid market. With the decrease of gas temperature, the supply of fluorite in the north will gradually decline. At that time, the price of fluorite will remain high, and the price of hydrofluoric acid will be stable The market has certain cost support. In the near future, the trading trend of the downstream refrigerant market of the terminal is stable, mainly because the quota of enterprises at the end of the year is limited, the supply is tight, and the market is out of stock, most manufacturers do not accept new orders basically, and the orders before the main supply, the price is high and stable. The transaction price of bulk water market of traders is chaotic, and the supply of goods in their hands is tight. The terminal’s demand for refrigerant R22 has not been improved, and the main price of domestic large enterprises is 15500-18500 yuan / ton. The price trend of domestic R134a market remains high, and the unit operating rate of production enterprises remains low. At present, the automobile industry has entered the stock cycle, and the demand for R134a has slightly improved. At present, the supply of R134a in the market is slightly tight, and the price trend remains high. The downstream is still on-demand procurement, and the price trend of hydrofluoric acid market is temporarily stable.

Industry: this week, the upstream raw materials fluorite and hydrofluoric acid market spot supply is normal, coupled with the general trading market of the downstream refrigerant industry, hydrofluoric acid market price trend is stable.

In recent years, the operating rate of domestic refrigerants has not changed much. The market demand for hydrofluoric acid is purchased on demand, and the spot supply of hydrofluoric acid is normal in the field. However, the market supply of raw materials is normal in the near future, and the price of fluorite is supported to some extent. Chen Ling, an hydrofluoric acid analyst of the business agency, thinks that the market price of hydrofluoric acid will be stable next week.

1、 Price trend

According to the price monitoring of the business agency, the ex factory price of calcium carbide in Northwest China rose slightly this week. This week, the average ex factory price of mainstream carbide manufacturers increased from 2790.00 yuan / ton at the beginning of the week to 2806.67 yuan / ton at the end of the week, an increase of 0.60%, up 6.41% year-on-year from the same period last year. Overall, calcium carbide market rose slightly this week, with the calcium carbide commodity index at 73.54 on January 17.

2、 Trend analysis

（1） Products:

The ex factory price of calcium carbide in Northwest China this week slightly increased: oveganeng’s offer of calcium carbide this weekend is 2750 yuan / ton, which is temporarily stable compared with the beginning of the week; Shaanxi coal industry’s offer of calcium carbide this weekend is 2620 yuan / ton, which is temporarily stable compared with the beginning of the week; China United Inner Mongolia’s offer of calcium carbide this week is 2920 yuan / ton, which is 50 yuan / ton higher than the beginning of the week; Ningxia Xingping’s offer of calcium carbide this weekend is 2750 yuan / ton , compared with the beginning of the week, the quotation is temporarily stable.

This weekend, the actual transaction price of carbide in Northwest China is about 2600-2900 yuan / ton: the mainstream transaction price of carbide in Shaanxi is about 2600-2700 yuan / ton; the mainstream transaction price of carbide in Ningxia is about 2700 yuan / ton; the mainstream transaction price of carbide in Inner Mongolia is about 2900 yuan / ton, and the actual transaction price is mainly negotiated.

（2） Industrial chain:

Upstream raw material Market: the ex factory quotation of Lancan is temporarily stable this week, and the quotation of small materials is 730.00 yuan / ton. The price of raw materials in the upstream is low and consolidated, and the cost support is insufficient, which has a negative impact on the price of calcium carbide.

Downstream market: this week PVC factory price high consolidation. The price of PVC is 6825.00 yuan / ton, up 7.06% year on year. PVC market in the lower reaches is in high consolidation. Compared with last year, the price is higher. Customers in the lower reaches are more active in purchasing calcium carbide. As a whole, PVC market this week has a positive impact on the price of calcium carbide.

3、 Future forecast

After the adjustment in December, the capital return of each plant is in good condition, the equipment maintenance is completed, and the production capacity is increased. The price of raw materials in the upstream is low, and the cost support is not enough, but the PVC market in the downstream is good, and customers in the downstream are more active in purchasing calcium carbide. The aftermarket forecasts that the price of calcium carbide in the northwest may rise in shock in late January.

1、 Price trend

According to the price monitoring of the business agency, on January 13, the average price of the mainstream manufacturers was 18166.67 yuan / ton, and on the weekend (19), the average price was 18166.67 yuan / ton. This week’s market is temporarily stable. On January 18, the R22 commodity index was 109.00, flat with yesterday’s record high in the cycle, up 30.70% from 83.40, the lowest point on October 14, 2019. (Note: cycle refers to 2019-09-01 till now)

2、 Market analysis

Product: R22 price in refrigerant market is stable temporarily this week. Near the end of the year, logistics has been closed down, factories are on holiday, traders are gradually delisting, refrigerant 22 price adjustment space is not large. At present, the support of raw material end is acceptable, the demand of terminal and air conditioning industry is weak, the refrigerant R22 supply in the market is limited, the quota is reduced, the manufacturer mainly provides orders, and the refrigerant R22 trend is stable. As of January 19, the average price of refrigerant R22 is around 18166.67 yuan / ton, and the quotation is mostly concentrated in the range of 17500 yuan / ton to 18500 yuan / ton. The price of refrigerant R22 is stable.

Industry chain: the price trend of domestic hydrofluoric acid and hydrofluoric acid of upstream products this month is temporarily stable. In the near future, the situation of on-site manufacturers is general, and on-site spot supply is normal. The price of domestic trichloromethane of upstream products continues to decline. At present, it is in the off-season of trichloromethane, with low inventory of enterprises and poor demand of downstream products. Under the condition of weak supply and demand, it is expected to operate in a weak way in the short term. The terminal air conditioner manufacturer starts at a low level, with general demand.

3、 Future forecast

According to the refrigerant analyst of the business association, as the end of the year approaches, the logistics will be shut down one after another, the factory will have a holiday, and the traders will gradually withdraw from the market. There is not much room for refrigerant price adjustment, most of which is consolidation. It is expected that refrigerant R22 will continue to operate smoothly before this year.

1、 Price trend:

According to the data of the bulk list of business agencies, the ABS market was stable in the middle of January, and the spot price in the domestic market rarely adjusted. As of January 17, the main offer price of general-purpose ABS was about 13500.00 yuan / ton, which almost ran across the board in a week, without any rise or fall.

2、 Analysis of influencing factors:

Industry chain: in all upstream aspects of ABS, the price of styrene was stable this week, and the support of styrene cost was weakened due to the dramatic fluctuation of international crude oil trend last week. Upstream, pure benzene was temporarily stable, ethylene rose sharply, and production cost support still existed. The downstream PS and EPS are stable. The downstream enterprises are cautious in purchasing raw materials and continue to digest the raw material inventory. With the price reduction of the upstream factory, the downstream replenishment demand is acceptable. The oil market fell slightly, while the US gold market rose, and the peripheral guidance for styrene was still good. Domestic production enterprises are stabilizing, and they have followed the market to adjust the quotation operation. The wait-and-see atmosphere of the merchants in the market is aggravating, the downstream terminal digestion is under pressure, and the receiving intention is weak. Market bearish sentiment spread. The whole styrene market lacks strong support point;

This week, the spot market of acrylonitrile related products lacked good news and was relatively weak. The recent tight spot supply has a certain supporting effect on the price of acrylonitrile, but with the realization of the restart of some manufacturers’ devices, the supply gap of raw materials for their contracted customers has decreased, and there is a downward trend of downstream purchasing enthusiasm in the field. The traders offer cautiously, making more trades with lower profits;

The domestic butadiene market has been in a narrow range recently. On the positive side, the start of the synthetic rubber industry was ok, and the replenishment of positions in the downstream before the festival had certain support for the market. Due to the weather, the outflow of Jiutai and Ning coal sources was limited. On the negative side, East China is relatively abundant in spot goods, with limited transaction follow-up, and the northern supply side is cautious. In recent days, the weather has affected the circulation of goods in the north, and the spot performance in Shandong market is slightly tight. However, East China is relatively abundant in goods, and the later cargo is still replenished in Hong Kong, so the supply side is not sustainable. As the Spring Festival holiday approaches, some of the downstream stores may follow up, but the supply of goods from Fushun and Northwest China is unclear, and some businesses are cautious;

3、 Future forecast:

Business analysts believe that: in mid January, the ABS market was stable and the spot prices of various brands were mostly unchanged. Cost side of the upstream three expect to rise and fall this month, general support for the cost side. The spot supply is more sufficient than last month. With the enrichment of spot goods in the field, the purchase follow-up of downstream factories is insufficient, and the mentality of merchants begins to turn weak, and the delivery is mainly on the market. It is expected that the domestic ABS market will be dominated by the whole market in the near future. It is suggested to pay close attention to the trend of cost side.