Recently, the domestic spandex market is temporarily stable. According to the price monitoring of the business agency, the average market price was 33000 yuan / ton as of August 24, which was the same as that on August 18, with a year-on-year decrease of 59.01%. The commencement of the spandex industry dropped to 580%, but the supply of goods was sufficient and the downstream demand was general. Follow up as needed.

In the raw material market, the recent PTMEG market price is relatively weak, and the suppliers still make profit through negotiation. Some manufacturers continue to reduce production, the market supply and demand are weak, and the market price keeping intention is slightly enhanced. The market price of PTMEG (1800 molecular weight) is 20000-23000 yuan / ton, and the negotiation evaluation is 19000-21000 yuan / ton. The price of pure MDI is stable at 18000-18500 yuan / ton, and the barrel of T / T is self collected. The traders usually ship at stable prices, and the downstream demand is still weak.

The downstream textile and clothing consumption is still in the off-season, mainly maintaining the rigid demand, and the terminal weaving load is maintained at a low level due to the influence of high temperature and power limitation. The round machine field starts 30-40%, and the warp knitting field starts 60%. The comprehensive startup rate of Jiangsu and Zhejiang looms is reduced to below 48%. Orders are still insufficient, and the follow-up of raw material procurement is slow.

Business analysts believe that the cost side remains weak and stable, the enthusiasm of end customers is not good, and the spandex market lacks good news support. It is expected that the focus of the spandex market will remain weak in the short term.

On August 23, the rare earth index was 637 points, down 21 points from yesterday, down 36.74% from the highest point 1007 points in the cycle (2022-02-24), and up 135.06% from the lowest point 271 points on September 13, 2015. (Note: the period refers to December 1, 2011 to now)

The trend of domestic rare earth index has dropped sharply. The price of domestic light rare earth praseodymium and neodymium series has dropped, the price of metal praseodymium and neodymium has dropped by 17500 yuan / ton to 785000 yuan / ton, the price of praseodymium and neodymium oxide has dropped by 20000 yuan / ton to 635000 yuan / ton, the price of neodymium oxide has dropped by 35000 yuan / ton to 695000 yuan / ton, the price of metal neodymium has dropped by 20000 yuan / ton to 890000 yuan / ton, the price of metal praseodymium has dropped by 50000 yuan / ton to 975000 yuan / ton, and the price of praseodymium oxide has dropped by 30000 yuan / ton to 705000 yuan / ton, The price of terbium oxide decreased by 100000 yuan / ton to 13.4 million yuan / ton, the price of metal terbium decreased by 100000 yuan / ton to 17.15 million yuan / ton, the price of dysprosium oxide decreased by 10000 yuan / ton to 2.25 million yuan / ton, the price of metal dysprosium decreased by 30000 yuan / ton to 2.97 million yuan / ton, the price of dysprosium ferroalloy decreased by 10000 yuan / ton to 2.195 million yuan / ton, the price of domestic light rare earth market decreased, the traders were generally active, the metal factory was cautious, and just needed to follow up, The price trend of dysprosium Series in the domestic heavy rare earth market is declining, and the price of terbium series is slightly lower. The downstream purchase is mainly based on demand, and the export of Myanmar is prohibited. It is expected that the domestic rare earth market will continue to decline in the later period.

On the cost side, the wide drop in pure benzene last week led to a slight increase in downstream purchasing sentiment; Last Friday, crude oil and Asian pure benzene rose slightly, providing support; Today, the downstream styrene price rises, and the pure benzene market is slightly stronger. Today, the domestic price of pure benzene is 7500-7700 yuan / ton.

Pure benzene rebounded slightly, but aniline fundamentals were weak, and the industry was cautious to wait and see. Today, the price in Shandong is 9800-10000 yuan / ton; The price of aniline in East China is 10000-10500 yuan / ton.

This week, the domestic dimethyl ether market continued to rise, and the Henan market stabilized first and then rose. According to the data monitoring of business agency, the average price of dimethyl ether in Henan market was 3870.00 yuan / ton on August 14, and 3930 yuan / ton on August 19, with an increase of 1.55% in the week and 12.45% compared with the same period last year.

As of August 19, the domestic market prices of dimethyl ether in various regions are as follows:

Region. Mainstream quotation

Jiangxi Province, 4180 yuan / ton

Hebei Province, 4140 yuan / ton

Henan Province, 3890-3930 yuan / ton

This week, the domestic dimethyl ether market continued to be favorable, and the price was still the main behavior. At the beginning of this week, the market price of raw material methanol fell, but the market price of dimethyl ether in Henan was strong. In the later stage, the raw materials have gone up, which has brought certain support to the market. During the week, the market price of related products and civil gas increased significantly, which also brought obvious benefits to the market. In addition, some manufacturers in the Henan market have equipment maintenance, the market supply is low, the manufacturers’ shipment is stable, the inventory is controllable, the mentality is relatively strong, and the price continues to rise slightly.

On August 19, the benchmark price of methanol in the business community was 2438.75 yuan / ton, a decrease of – 4.55% compared with that on August 1 (2555.00 yuan / ton). On August 18, the factory quotation of enterprises in the middle and eastern part of Shandong was around 2530-2620 yuan / ton; The reference price of Dongying, Zibo and other surrounding trade negotiation is 2480-2490 yuan / ton. The price of enterprises in southern Shandong is around 2480-2500 yuan / ton, and the price of local parts in Linyi is around 2520-2530 yuan / ton (tax included).

At present, the raw material methanol market has risen. Although the range is limited, the cost has brought certain support. The international crude oil rebounded, and the civil market of related products liquefied gas rose significantly, which was favorable to the market. The supply in Henan market is low, and the manufacturers’ mentality is relatively firm. It is expected that the dimethyl ether market may still rise.

On August 18, the rare earth index was 685 points, down 12 points from yesterday, down 31.98% from the highest point of 1007 points in the cycle (2022-02-24), and up 152.77% from the lowest point of 271 points on September 13, 2015. (Note: the period refers to December 1, 2011 to now)

The trend of domestic rare earth index has dropped sharply. The price of domestic light rare earth praseodymium and neodymium series has dropped, the price of metal praseodymium and neodymium has dropped by 20000 yuan / ton to 875000 yuan / ton, the price of praseodymium and neodymium oxide has dropped by 20000 yuan / ton to 717500 yuan / ton, the price of neodymium oxide has dropped by 15000 yuan / ton to 757500 yuan / ton, the price of metal neodymium has dropped by 10000 yuan / ton to 955000 yuan / ton, and the price of metal praseodymium has dropped by 30000 yuan / ton to 1035000 yuan / ton, The price of praseodymium oxide decreased by 20000 yuan / ton to 765000 yuan / ton, the price of terbium oxide decreased by 50000 yuan / ton to 13.6 million yuan / ton, the price of metal terbium decreased by 100000 yuan / ton to 17.3 million yuan / ton, the price of dysprosium oxide decreased by 10000 yuan / ton to 2.26 million yuan / ton, the price of metal dysprosium decreased by 20000 yuan / ton to 3 million yuan / ton, the price of dysprosium ferroalloy decreased by 15000 yuan / ton to 2.235 million yuan / ton, the price of domestic light rare earth market decreased, and the activity of traders was general, The metal factory is cautious and just needs to follow up. The price trend of dysprosium Series in the domestic heavy rare earth market is declining, and the price of terbium series is slightly lower. The downstream purchase is mainly based on demand. Myanmar prohibits exports. It is expected that the domestic rare earth market will continue to decline in the later period.