Latest price (April 28): 24166.67 yuan / ton

Key points of analysis: according to the data monitoring chart of business agency, the price of refrigerant R134a was temporarily stable on April 28, unchanged from the previous day, with a year-on-year increase of 6.93%. The price of raw materials hydrofluoric acid and trichloroethylene fell to about 8000 yuan, the cost support fell, and the market transaction was still flat. Enterprises mainly reduced prices and arranged warehouses, and the actual transaction was lower than the offer. Up to now, the price of raw hydrofluoric acid is about 11560 yuan / ton, and the market quotation of R134a is mostly in the range of 23000-26000 yuan / ton.

R134a is expected to decline steadily in the short term.

According to the data monitoring of the business agency, the average price of EVA in the domestic market was 22966.67 yuan / ton on April 26 and 23166.67 yuan / ton on April 27. The single day price rose by 0.87%, an increase of 9.71% compared with April 1.

On the 27th, the domestic EVA market remained stable on the whole, with individual manufacturers making up a small rise, and the overall fluctuation range was small. The ex factory price of petrochemical enterprises has increased, the international crude oil price has rebounded, which has brought some support in terms of cost, the tight supply situation in the spot market remains unchanged, and the mentality of businesses is relatively strong. However, the lower reaches have obvious resistance to high prices, limited enthusiasm for entering the market, and the overall transaction atmosphere of the market is weak. It is expected that the EVA market price will be strong in the short term.

Trade name: chlorinated paraffin

Latest price: 6687 yuan / ton

Key points of analysis: the price of chlorinated paraffin 52 was stable on April 26, which was flat compared with the previous trading day. Today, the price of raw liquid wax was mainly stable, and some enterprises decreased slightly. The transportation of raw liquid chlorine is not smooth due to the epidemic, and the price is generally reduced. At present, the enterprises in some areas of chlorinated paraffin have been shut down due to the impact of the epidemic, the operating rate of enterprises has decreased, and the demand side has also weakened. Today, the ex factory quotation of chlorinated paraffin 52 in Northeast China is about 6500 yuan / ton, and that in Anhui Province is about 7000 yuan / ton.

Future forecast: the price of chlorinated paraffin is expected to be weak and stable in the short term.

Commodity market: according to the monitoring data of business agency, the domestic mainstream quotation of solid (industrial grade, content ≥ 28%) polyaluminium chloride on April 25, 2022 was 2315 yuan / ton, a year-on-year decrease of 2.47%.

Key points of analysis: at present, the manufacturer’s production is normal, the spot inventory is sufficient, the public health events affect the transportation and circulation of goods, the delivery is difficult, the cost increases, the actual purchase volume is not easy to form a single, and the market has weakened slightly recently. As for raw hydrochloric acid, the domestic hydrochloric acid market has increased slightly. The current mainstream market quotation is 310 yuan / ton, up 36.76% year-on-year. The recent market of upstream liquid chlorine has decreased slightly, the cost support is insufficient, and the downstream purchase intention is general.

Future forecast: affected by the strict control of public health events, the problem of blocked market delivery and transportation will continue in the short term. This month, the raw material cost fluctuated and decreased. In the case of no shortage of goods and slow turnover, it is expected that the short-term polyaluminium chloride market is slightly weak, supplemented by fluctuations.

Price trend

According to the price monitoring of business agency, the price trend of cryolite in Henan increased slightly this week. On April 22, the average market price in Henan was 7650 yuan / ton, up 175 yuan / ton from 7475 yuan / ton last weekend, an increase of 2.34%, and the price increased by 2.34% month on month.

quotations analysis

The domestic cryolite market was sorted upward. The quotation of main enterprises in Henan Province was mainly increased during the week. The quotation of individual enterprises was temporarily stable according to their shipment conditions. At present, the logistics transportation was blocked and the on-site freight increased. The production cost pressure of cryolite manufacturers was high, the operating rate of enterprises was reduced, the stock of storage was small, and the downstream demand was followed up steadily. The operators waited and waited for sorting, and the quotation of cryolite market was increased. As of April 22, the ex factory quotation of cryolite in Shandong is 7000-7600 yuan / ton, and that in Henan is 7000-8600 yuan / ton. The price will be increased by 100-300 yuan / ton within the week.

The upstream soda ash is temporarily stable and wait-and-see. As of April 22, the average market price is about 2616.50 yuan / ton. This week, the soda ash price is stable, the market situation is large, stable and small, and the downstream needs to be purchased. The market trading atmosphere is general, the manufacturers ship flexibly, and the market transaction price changes little.

Downstream, the aluminum market fluctuated and decreased this week. On April 22, the aluminum price was 21810 yuan / ton, down 4.09% from the beginning of the month. Affected by public health events, logistics and transportation are blocked, enterprises have difficulties in shipping, weekly outbound volume is reduced, aluminum social inventory is accumulated, and the aluminum market continues to decline.

Future forecast

Domestic cryolite manufacturers have high production costs, low enterprise output, tight market supply, high freight in logistics, stable and good downstream demand and strong high cryolite quotation. It is expected that the cryolite market will continue to be sorted out at a high level, and pay specific attention to the downstream demand.