1、 Price trend

According to the data of the business club’s block list, on May 24, the average ex factory price of 55 powdery monoammonium was 2566 yuan / ton, and on May 28, the average ex factory price of 55 powdery monoammonium was 2616 yuan / ton, up 1.95% this week.

According to the data of the business club’s block list, the average ex factory price of 64% granular diammonium was 3066 yuan / ton on May 24, and that of 64% granular diammonium was 3066 yuan / ton on May 28, which was stable this week.

2、 Market analysis

The price of map continued to rise this week. The atmosphere in the yard was good, and the compound fertilizer enterprises replenished according to the demand. The ex factory price of 55% powdered ammonium is 2650-2750 yuan / ton, and that of 58% powdered ammonium is 2750-2800 yuan / ton. On Monday, the operating rate of ammonium enterprises was about 69%, up from last week. Some enterprises are still in the process of shutdown and maintenance.

The price of DAP was stable this week. The domestic market atmosphere is light and the trading volume is average. Domestic enterprises start low, supply reduction, new single follow-up insufficient. It is still mainly export-oriented. On Tuesday, the operating rate of ammonium enterprises was about 50%, lower than that of last week.

This week, the domestic market of raw material phosphorus ore continued to maintain a high consolidation operation, the overall market trading atmosphere was good, the downstream orders were relatively stable, and the shipping of the industry was normal.

3、 Future forecast

Business community ammonium phosphate analysts believe that the current trading volume of monoammonium phosphate is increasing, domestic and foreign demand is improving, and the price is rising. Diammonium phosphate is currently in the off-season, mainly in the execution of export orders, the demand is general. It is expected that the price of map will continue to rise in the short term, while map will run smoothly.

On May 28, the styrene market as a whole declined slightly. Crude oil rose, pure benzene and ethylene fell, styrene cost support weakened, styrene decline was greater than cost, theoretical profit margin reduced. With the end of styrene paper delivery in May, the market is expected to buy gas down, coupled with the weakness of futures, which has a certain pressure on today’s spot price. Although the domestic styrene operation rate rose and the styrene supply increased, the wharf inventory was low and the accumulation of wharf inventory was slow. This week, the styrene inventory was 119200 tons, and the spot supply was tight.

Downstream, PS, EPS prices temporarily stable, ABS high down. EPS operation rate is 67%, stable operation, low fluctuation of processing profit. The PS shutdown device has not been restarted, the operating rate remains stable at 71%, and the production is still at a loss. ABS operates at high power, close to 99%, and the production benefit is good. The demand for styrene in the three downstream areas is temporarily stable. To sum up, the short-term styrene cost support becomes weak. In the short term, the wharf continues to go to the warehouse and the inventory remains low. However, with the recent release of production and arrival of imported goods of new devices such as Huatai Shengfu and SINOCHEM Hongrun, the tight spot situation will be relieved in the later stage, and the downstream demand will be temporarily stable. It is expected that the short-term styrene market will still be in the shock consolidation stage after rapid rise and fall.

Today, the price of styrene in Shandong was lowered to around 9750-9800 yuan / ton. The price is around 9800 yuan / ton in Northeast China and 10000 yuan / ton in South China

According to the data monitoring of business news agency, the average price of domestic EVA market was 20466.67 yuan / ton on May 23 and 20466.67 yuan / ton on May 24. During the period, the price was flat, up 2.58% compared with March 30. Although the quotation of EVA manufacturers has not changed, the market price is mainly weak and has been declining one after another.

As of May 24, EVA ex factory quotation is as follows:

product manufactor model Ex factory price

EVA yanshan petrochemical 18J3 20000 yuan / ton

EVA Beijing Organic Y2022 21500 yuan / ton

EVA Beijing Organic Y2045 21500 yuan / ton

EVA BASF Yangzi V5110J 19900 yuan / ton

Recently, EVA petrochemical enterprises continue to support the market steadily, but the market offer has declined, ranging from 100-300 yuan / ton. The weak trend of raw material market has brought bad news to the market. The attitude of the operators is cautious, and the downstream multi-dimensional companies are just in need of purchasing, and the enthusiasm for entering the market is relatively general. The overall transaction atmosphere of the market is flat, and the transaction is mainly discussed.

EVA production enterprise device dynamic:

product manufactor Production capacity (10000 tons / year) Device dynamics

EVA yanshan petrochemical twenty On May 16, the company started production of high pressure diesel engine

EVA Beijing Organic four Production started on May 16

EVA Ningbo Formosa Plastics seven point two Now I’m driving

EVA BASF Yangzi twenty Normal production

International crude oil market: on May 24, the international oil price jumped sharply and rose strongly for two consecutive days. The settlement price of the main contract in the U.S. WTI crude oil futures market was $66.05/barrel, up $2.47 or 3.9%. The settlement price of the main contract in Brent crude oil futures market was US $68.46/barrel, up US $2.02 or 3.0%. Due to the continuous vaccination, which further promoted the growth of global demand, the optimistic expectation of fuel demand overshadowed the potential risk factors of Iran’s crude oil production returning to the international market.

Acetic acid Market: Recently, the domestic acetic acid market is weak. At present, the starting of acetic acid plants is normal, the inventory of manufacturers is increasing, the supply of acetic acid in the market is sufficient, the downstream traders just need to buy rationally, the purchase is limited, the market transaction is weak and stable, the short-term market supply and demand is dominated by the downstream, and the market sentiment is mainly bearish.

At present, the trend of raw materials is weak, the attitude of the industry is cautious, the overall transaction atmosphere of the market is flat, most of the offers have price but no market, and the supply and demand are uncertain. It is expected that the price of EVA market will be mainly adjusted in a narrow range in the short term.

According to the data of the business club’s block list, as of May 25, the average price of domestic industrial lithium hydroxide enterprises was 86666.67 yuan / ton, which was flat compared with the previous trading day, increased by 7.88% compared with the price at the beginning of the month, and increased by 34.02% year-on-year in a three-month cycle.

According to customs statistics, in April 2021, China’s lithium hydroxide import volume was 284.59 tons, the import amount of that month was about US $2.43 million, and the average import price of that month was US $8527.75/ton; In April 2021, China’s lithium hydroxide export volume was 5706.80 tons, the export amount of that month was about US $49.56 million, and the average export price of that month was US $8684.04/ton.

Since May, the domestic market price of industrial grade lithium hydroxide has been steadily rising, and then it has been running at a high level. At present, the spot supply is still not loose, and the demand side has performed well. According to the data monitoring of business news agency, the recent price of lithium hydroxide of some enterprises is summarized as follows: the external quotation of Shanghai Yulun industrial grade lithium hydroxide is 92000 yuan / ton; Zigong tongfarong industrial grade lithium hydroxide quoted price is 85000 yuan / ton; Shanghai oujin industrial quoted 83000 yuan / ton for industrial grade lithium hydroxide and 86000 yuan / ton for battery grade lithium hydroxide. The spot price of the merchants is in line with the market, and the actual transaction price is mainly through negotiation.

Upstream lithium carbonate, recent upstream lithium carbonate market stable operation. According to the data monitoring of business news agency, as of May 24, the average price of industrial grade lithium carbonate in East China was 87000 yuan / ton, up 0.46% compared with the price at the beginning of the month. On May 24, the average price of battery grade lithium carbonate in East China was 90800 yuan / ton, up 0.89% compared with the price at the beginning of the month.

Analysts of lithium hydroxide from business news agency believe that the current market spot supply is still tight, and the demand side is favorable, which will boost the market. It is expected that in the short term, the domestic industrial lithium hydroxide Market will be mainly strong, and the specific trend needs to pay more attention to the market information guidance.

The market price of antimony ingots in East China fell from May 17 to May 21, 2021, with an initial week of 59000 yuan / ton, a weekend of 57500 yuan / ton, and a weekly decline of 2.54%.

The antimony commodity index on May 22 was 80.05, which was flat with yesterday, down 21.77% from the highest point 102.32 (2012-10-16) in the cycle, up 70.39% from the lowest point of 46.98 on December 24, 2015（ Note: the cycle refers to 2012-09-08 to date).

This week, the market price of antimony ingots continued to decline, downstream purchasing intention continued to be depressed, both supply and demand held a long time of standstill, the price of antimony ingots was high in the early stage, and there was a large space for negotiation. Under the long-term support of no transaction, the price began to loosen in late April, with some low price transactions. In May, with the withdrawal of environmental protection supervision group, enterprises in Hunan Province gradually resumed construction, and supply improved slightly compared with the earlier stage, and the price of antimony ingot decreased this week.

As of May 21, 2 antimony ingots of 53000 yuan / ton, 1 antimony ingot 57500 yuan / ton and 0 × sb ingot 58000 yuan / ton were reported in the domestic market.

At present, supply and demand of antimony ingot Market are weak, downstream maintenance is mainly on demand procurement, downstream cost pressure is relatively high, and it is expected that the price of antimony ingot in the future market will fluctuate mainly.

This week, the price of aluminum fluoride was weak and fell, while the market of aluminum fluoride was weak and stabilized. According to the data of business news agency, the domestic price of aluminum fluoride was 8633.33 yuan / ton on May 24, down 100 yuan / ton or 1.15% compared with the price of 8733.33 yuan / ton last weekend (May 16).

The market trend of industrial chain declines

Products Price type Price at the beginning of the week Weekend price Weekly rise and fall Company

fluorite Ex factory price two thousand six hundred and twenty-seven point seven eight two thousand six hundred and twenty-two point two two – 0.21% Yuan / ton

sulphuric acid market value five hundred and seventy-three point three three five hundred and forty-three point three three – 5.23% Yuan / ton

hydrofluoric acid Ex factory price ten thousand two hundred and ninety ten thousand one hundred and eighty – 1.07% Yuan / ton

Aluminum fluoride Ex factory price eight thousand six hundred and thirty-three point three three eight thousand six hundred and thirty-three point three three 0% Yuan / ton

Cryolite Ex factory price six thousand four hundred and twenty-five six thousand four hundred and twenty-five 0% Yuan / ton

aluminium market value nineteen thousand seven hundred and six point six seven eighteen thousand four hundred and sixty – 6.33% Yuan / ton

According to the monitoring of business news agency, the prices of fluorite, hydrofluoric acid and sulfuric acid fell this week, the price trend of upstream industry chain of aluminum fluoride fell, and the cost of raw materials of aluminum fluoride fell. Electrolytic aluminum prices fell sharply from a high level, and the downstream support for aluminum fluoride declined. Aluminum fluoride industry chain upstream and downstream prices fell, aluminum fluoride Market Momentum weakened, downward pressure increased.

Market summary and forecast

Analysts of aluminum fluoride industry in business news agency believe that: the price of aluminum fluoride raw materials fell slightly, the cost of aluminum fluoride decreased, the pressure of aluminum fluoride decline increased, the price of electrolytic aluminum dropped sharply, the demand of aluminum fluoride decreased, and the rising power of aluminum fluoride weakened. In the future, the rising power of aluminum fluoride is weakened, and the downward pressure is increased. It is expected that the price of aluminum fluoride will fluctuate for a long time, and the short-term weakness will be temporarily stable.

According to the monitoring of business news agency, the domestic polysilicon market price continued to rise this week (5.17-21), and polysilicon grade I is expected to rise by 2.89% this week. So far, the price range is 85000-105000 yuan / ton.

By the end of this week, the polysilicon manufacturers were mainly in stable operation. Two major polysilicon manufacturers in Xinjiang had their polysilicon equipment overhauled, and one company in Inner Mongolia had reduced its production load, which affected part of the output. As a result, the supply of polysilicon was relatively tight in May, and this week has not eased. In the case of material shortage sentiment continues to heat up, the price rises naturally, the price of single crystal rises more strongly, and the price of long-term orders is locked, but the price of loose orders is generally high, further pushing up the expectation of silicon material rise. The domestic price is generally close to 100000, and the price of imported polysilicon continues to rise this week, with the average transaction price exceeding 23 US dollars / kg, and the price of polysilicon is quoted to US $24 / kg.

From the downstream silicon wafer, downstream silicon wafer manufacturers have submitted in the two weeks. On May 14, the price of Longji silicon wafer was increased. The price of 175 thickness G1 of Longji stock was 4.39 yuan / piece, and the price of M6 was 4.49 yuan / piece. On May 20, after the price increase of Longji shares, the price of Zhonghuan was raised again. Among 170 thick silicon chips, G1 (158.75mm) quoted 4.7 yuan / piece, up 0.44 yuan, or 10% compared with the price on May 10; The quotation of M6 (166mm) was 4.85 yuan / piece, up 0.405 yuan, or 9.1%. The rising price of silicon wafer also brings support to silicon material.

However, from the terminal point of view, due to the rising prices of silicon materials and silicon wafers in the upstream of the photovoltaic industry, the downstream battery manufacturers are in the dilemma of shrinking profits and even losing money, and the downstream battery prices are forced to rise, but the price rise is faced with the situation of no market and slowing down demand. In addition, on May 15, India launched an anti-dumping investigation on photovoltaic modules produced in China and other regions, This may affect later export orders, and some overseas orders have been delayed or cancelled.

The polysilicon analysts of the business society believe that the silicon material manufacturers are still insufficient in some maintenance work, and it is difficult to alleviate the shortage of materials in the market in the middle and late ten days. The supply side will support the high price of silicon materials. However, the surge of silicon materials and wafers in the upstream of the photovoltaic industry chain will affect the demand for terminal modules. At present, some overseas orders have been cancelled or delayed, and the pressure on the demand side may be increasing, which may suppress the upward pace of silicon materials to a certain extent.

1、 Nitric acid market price trend chart

Nitric acid price curve

According to the monitoring of business agency, the average price of concentrated nitric acid in domestic areas this week is 2266 yuan / ton, and the quotation is stable.

2、 Market analysis

On May 11, Anhui Jinhe quoted 2200 yuan / ton, which was the same as last time; Wenshui Synthetic Chemical Co., Ltd. quoted 2200 yuan / ton for concentrated nitric acid and 960 yuan / ton for dilute nitric acid, which was the same as last time; Shandong helitainong nitric acid quoted 2400 yuan / ton, which was the same as last time. The market demand of nitric acid is weak and stable, and the quotation of manufacturers is stable.

According to the monitoring of the business association, the market price of upstream liquid ammonia fell by 0.69% this week. Downstream aniline, domestic market price of aniline is stable this week. On May 16, the price of aniline was 11300-11500 yuan / ton in Shandong and 11700 yuan / ton in Nanjing. TDI, the market price in East China fell 0.46% this week.

3、 Future forecast

Nitric acid market demand is weak and stable, nitric acid analysts of business association predict that nitric acid will be mainly consolidated.

This week (5.10-14), the domestic ethyl acetate market fell from a high level, and experienced a rise in late April. In the first week of May, the market froze at a high level. While the downstream demand was still relatively weak, the market fell back this week. According to the monitoring of the business community, the decline this week was 2.65%. The main reason is that the upstream acetic acid market is lower, the support is weakened, and the operation rate of ethyl acetate enterprises is stable, the supply of goods is relatively sufficient, and the market has a strong wait-and-see mood. As a result, the bearish signal of ethyl acetate rises again, and the major manufacturers have lowered their quotations one after another, and the prices have continued to fall this week.

First of all, from the perspective of the upstream acetic acid market, according to the monitoring of the business community, the price of acetic acid has been declining continuously since the festival, with a decrease of 2.33% from May 6 to 14 (as shown in the figure below). On the one hand, the operating rate of acetic acid is high, generally between 80% and 90%, and the units that were shut down in the early stage have been put back into operation one after another, especially the Hebei Jiantao unit, which has been put back into full production, but the domestic production has only increased. The high price lost its advantage, laying the groundwork for the decline of ethyl acetate in the downstream.

In addition, from the perspective of ethyl acetate supply, the current market supply is relatively abundant, and the operating rate of enterprises is stable. Compared with the high price in the early stage, the market acceptance is reduced, and the speed of delivery is also gradually slowing down. The prominent supply pressure makes the pressure directly transmitted to the enterprise end, and the large factories continuously reduce the price. According to the calculation of the business society, the price reduction of large factories is about 300 yuan / ton.

From the perspective of supply and demand of ethyl acetate, when the terminal demand enters the summer, the traditional off-season market and purchase reduction depress the price of ethyl acetate. After a previous round of price increase, the lower reaches show rational and certain resistance to the high price of ethyl acetate. The number of households is affected to a certain extent, and the market is even weaker.

In the future, ethyl acetate analysts of business cooperatives believe that there is still downward pressure on ethyl acetate in the short term. On the one hand, it is suppressed by the weak market of acetic acid, and on the other hand, the contradiction between supply and demand is prominent. However, at present, the profit of ethyl acetate is low, the willingness of enterprises to reduce prices is not strong, and the downward space is expected to be limited. In the near future, we will maintain a weak position and focus on narrow adjustment.

On May 11, 2021, in the price rise and fall list of fluorine chemical industry, there were 0 kinds of commodities that rose, 3 kinds of commodities that fell, and 4 kinds of commodities that rose or fell to 0. Products falling include fluorite, cryolite and chloroform; Stable products include hydrofluoric acid, R134a, R22 and aluminum fluoride.

On May 11, the market price trend of fluorine chemical raw materials declined slightly. The price of fluorite raw materials was 2627.28 yuan / ton, and the price trend of fluorite declined. Recently, some domestic fluorite plants were generally started, and the in site mines and flotation parking devices were gradually started. The supply of fluorite in the in site increased. However, in the near future, the downstream market was mainly stable, and the fluorite price declined slightly. As of November 11, the price of fluorite in Jiangxi was 2500-2600 yuan / ton, and that in Inner Mongolia was 2400-2500 yuan / ton. It is expected that the price of fluorite will continue to fall in the future.

In the near future, the price of downstream refrigerants is mainly stable, and the operating rate remains low. The demand for hydrofluoric acid is general. However, due to the increase of on-site supply, the price trend of hydrofluoric acid market drops slightly. As of November 11, the quoted price of hydrofluoric acid market is 10522.22 yuan / ton. Recently, the price trend of hydrofluoric acid market drops slightly, and the operating rate of domestic hydrofluoric acid is less than 60%, Enterprises reflect that the current supply of hydrofluoric acid spot goods on the floor is normal. Recently, the market of goods on the floor is general, and some enterprises have stable ex factory prices. Up to now, the mainstream of hydrofluoric acid negotiation is 9500-10500 yuan / ton. However, people on the floor reflect that the hydrofluoric acid market may have a downward trend in the near future, and Chen Ling, an analyst of the society of health, believes that the market of hydrofluoric acid may fall slightly.

The price trend of aluminum fluoride products is temporarily stable, the market supply is normal, and the trading market is general. The quotation of aluminum fluoride of Zhengzhou Zerun energy and Chemical Co., Ltd. is 8500 yuan / ton. The overall market supply of aluminum fluoride is sufficient, and the overall price trend of aluminum fluoride market declines slightly.

In recent years, the price trend of trichloromethane in Shandong Province has declined, and the overall demand of the downstream market has declined. The demand for trichloromethane is general. With the demand procurement in the downstream market, the price trend of trichloromethane market has fallen. At present, the domestic price of chloroform is 3850-4000 yuan / ton. On the one hand, the demand for downstream refrigerants is general, the shipment of chloroform is poor, and the demand side has declined; On the other hand, cost support has weakened.

In recent years, the price trend of domestic cryolite has dropped slightly. The plant in the yard operates stably and the supply is normal. The domestic negotiation price is about 6500-7000 yuan / ton, and the actual transaction price is mainly negotiation. In general, the recent market of fluorine chemical industry is general, and it is expected that the trend of fluorine chemical industry will remain volatile in the later period.

In the near future, the price trend of downstream refrigerant R22 is temporarily stable, the price trend of raw material trichloromethane is stable, and the cost support is strong. In the near future, the downstream is mainly purchased on demand, the demand side changes little, and the market center remains high. As the price trend of hydrofluoric acid is mainly stable, the price of some affected refrigerants is temporarily stable. Refrigerant R134a price trend has an upward trend, the market is strong operation. In the near future, the start-up in the downstream remained low, but the raw material support was strong, and the refrigerant market was temporarily stable.