1、 Price trend
According to the bulk data monitoring of business society, as of August 26, the average price of refrigerant R22 was 18666.67 yuan / ton, up 12% from the beginning of the week, 15.46% from the beginning of the month and 14.29% from the same period last year
According to the bulk data monitoring of business society, as of August 26, the average price of refrigerant R134a was 22166.67 yuan / ton, up 7.26% from the beginning of the week and 7.26% from the beginning of the month, up 37.97% from the same period last year.
2、 Market analysis
The market price of refrigerant R22 continued to rise this week, and the focus moved up rapidly. Last week, the enterprise has raised the operation, but the range is relatively conservative. This week, the enterprise has raised the maximum by 3000 yuan / ton, which is quite large. This week, the prices of raw materials hydrofluoric acid and chloroform increased, the supply was tight, the cost support was strong, the cost of refrigerant enterprises was under pressure, there was a strong sentiment of supporting the price and reluctant to sell, and there was no intention to lower the price. However, the transaction at a high price was light, superimposed with the downstream air conditioner entering the routine maintenance stage, the demand was general, and the actual transaction was mainly negotiation. As of August 26, the market quotation of R22 is mostly in the range of 17000-19500 yuan / ton, about 19500 yuan / ton in Shandong, about 17000-19000 yuan / ton in Zhejiang, about 18500-19000 yuan / ton in Hunan and about 17000-19000 yuan / ton in Guangzhou. The prices in various places have increased significantly.
This week, the market price of refrigerant R134a rose sharply, the price of raw hydrofluoric acid rose, and the cost support became stronger. However, due to the oversupply in the field, enterprises frequently reduced prices and shipped goods, or there was a loss in production. For example, Shandong Dongyue has not started up yet, and the enterprise’s profits have been damaged. Out of cost considerations, enterprises have a strong willingness to actively support the market, and the price has generally pushed up, The low-end price gradually moves closer to the high-end. At present, the highest price has risen to 30000 yuan / ton, which is bullish in the future. As of August 26, the market quotation of R134a is mostly in the range of 22000-23500 yuan / ton, that of Zhejiang is about 19500-23000 yuan / ton, that of Hunan is about 20000-20500 yuan / ton, and that of Guangzhou is about 19000-20000 yuan / ton. Prices in various places have risen steadily.
In terms of raw materials, on August 26, the mainstream price of domestic anhydrous hydrofluoric acid manufacturers was 9500-9900 yuan / ton. The ex factory price trend of merchants in the field was temporarily stable. The operating rate of domestic hydrofluoric acid manufacturers was normal and the supply of goods in the field was stable. Affected by the high price of fluorite, the market trend of downstream refrigerants had an upward trend in the near future, mainly purchasing on demand in the field, It is expected that the market price may be stable in the later stage.
On August 26, the methane chloride Market in Shandong was reorganized, and some manufacturers made offers for adjustment. At present, the mainstream ex factory price of dichloromethane is about 4150 ~ 4190 yuan / ton, and the mainstream ex factory price of trichloromethane is 3150 yuan / ton. The downstream inquiry is on demand.
3、 Future forecast
According to the refrigerant analysts of business society, at present, the price of raw materials is rising, and the supply of goods is in short supply. The cost of refrigerant enterprises is under pressure, the inventory is not high, and the offer of cargo holders is high. However, there are few new orders. Some enterprises suspend receiving orders, and the on-site supply side is tightened, which is conducive to the upward rise of refrigerant prices. It is expected that the market of R22 and R134a will be strong in the short term, and the price may continue to rise.
| Thiourea |