1、 Price trend

According to the monitoring data of the business agency, the average market price at the beginning of the week was about 1097.5 yuan / ton, and the average market price at the weekend was about 1057.5 yuan / ton. The price decreased by 3.64% and increased by 89.26% year-on-year. On August 11, the thermal coal commodity index was 127.71, down 2.41 points from yesterday, down 3.42% from the highest point 132.23 in the cycle (2021-08-09), and up 185.70% from the lowest point 44.70 on January 20, 2016（ Note: period refers to the period from September 1, 2011 to now)

Origin: in terms of origin, coal mines around the country have resumed production, and the supply of power coal has increased. However, the release of production capacity takes time, and the overall coal supply is still tight. The overall sales situation of coal mines in Yulin is steadily weakening, and the production and sales situation of coal mines in Ordos is mostly stable.

Downstream power plants: as of August 6, the power plants in the eight southern provinces had stored 22.67 million tons of coal, the daily consumption was 2.25 million tons, and the coal storage days were 10 days. However, at this stage, the “peak summer” is coming to an end, and the coal demand has a downward trend. The power plant mainly operates with a wait-and-see attitude, the actual transaction is not positive, and the bearish atmosphere is relatively strong.

According to the latest data released by the General Administration of customs, the data released on August 7 show that in July 2021, China imported 30.178 million tons of coal, an increase of 4.078 million tons or 15.62% over 26.1 million tons in the same period last year. Compared with 28.392 million tons in June, it increased by 1.786 million tons, an increase of 6.29%. From January to July 2021, China imported 169738000 tons of coal, a year-on-year decrease of 15%.

Business analysts believe that at this stage, however, the “peak summer” is coming to an end, and there is a downward trend in coal demand. However, although the coal supply has increased, the current supply is still relatively limited. It is comprehensively expected that the price of power coal in the later stage will mainly be adjusted and operated, depending on the downstream market demand.

Recent price trend of hydrochloric acid

As can be seen from the above figure, the comprehensive price of hydrochloric acid in Shandong this week was temporarily stable, with a quotation of 280.00 yuan / ton, a year-on-year decrease of 18.84% compared with the same period last year. On the whole, the hydrochloric acid market was temporarily stable this week, and the hydrochloric acid commodity index was 73.68 on August 6.

The upstream support is general and the downstream procurement is weak

From the manufacturer’s quotation, the manufacturer’s quotation in the hydrochloric acid market this week is temporarily stable and the overall market is general. The quotation of Dezhou Shihua hydrochloric acid is 450 yuan / ton, and the quotation is stable temporarily; The quotation of synthetic hydrochloric acid from Wen Shui is 230 yuan / ton at the weekend, which is temporarily stable compared with that at the beginning of the week; Dezhou Maihua hydrochloric acid quoted 160 yuan / ton at the weekend, which was temporarily stable compared with that at the beginning of the week.

From the perspective of the upstream and downstream industrial chain of hydrochloric acid, the market situation of upstream liquid chlorine is general and the support for hydrochloric acid is weak, while the high market price of downstream ammonium chloride has a positive impact on hydrochloric acid. Difficult delivery of hydrochloric acid is still a big problem.

Future forecast

The recent market of upstream liquid chlorine is general, the cost support is general, the market of downstream ammonium chloride is high, and the downstream purchase intention is not strong. Business analysts believe that hydrochloric acid is mainly subject to a slight shock in the near future.

Price trend

According to the bulk list data of business society, the domestic PA66 market was generally stable in the first week of August, and the spot prices of various brands were stable and small. As of August 9, the average offer price of PA66 adhesive injection molding sample enterprises of business society was about 38250 yuan / ton, an increase of 0.26% over the average price level at the beginning of the month and 104.00% over the same period last year.

Cause analysis

Upstream, the spot price of adipic acid fell due to the correction of the high price of pure benzene in the early stage. In August, the domestic adipic acid market was stable and the price was sideways. The market offer price is still in the high range. Due to the centralized restart of the device at the end of last month, the current shipment fluency is general. The supply of adiponitrile is in short supply. Many large international factories have lost production capacity due to force majeure for a long time, and the arrival volume at the port has decreased significantly recently.

In terms of raw materials, adiponitrile is in short supply, and the price market strongly supports the cost side of PA66. Due to the strength of the cost side, PA66, which has been weak for a long time in the off-season, has heated up recently. In terms of industrial load, some units have resumed work before, but at present, the raw materials are short-term, the polymerization enterprises are forced to reduce the burden, and many manufacturers reduce the operating rate again. In terms of demand, at present, the terminal enterprises follow up slowly, and the purchase operation is biased towards just demand, mainly bargain hunting. There was a heavy wait-and-see atmosphere in the venue, and the current situation improvement of the two weak patterns of supply and demand was limited. Merchants tentatively hold firm in their offer, and the price is adjusted and operated in a narrow range.

Future forecast

Business analysts believe that the PA66 market rose steadily in early August. At present, the cost side of PA66 is in short supply, the manufacturer passively reduces the negative due to the lack of raw materials, and the spot price follows the rise of raw materials. Demand follow-up has not improved. In the current off-season market with weak supply and demand, the buyer and the seller are mainly in a stalemate game. It is expected that PA66 market will be strong in the short term.

According to the data monitored by the business society, the average price of domestic rubber grade excellent white carbon black was 4875.00 yuan / ton as of August 6. This week, the white carbon black market operated smoothly, the supply side was normal, the manufacturers shipped actively, the mainstream price range was 4500-5000 yuan / ton, the upstream support was general, the downstream just needed to be purchased, the overall operating rate was normal, and the negotiation atmosphere was flat, Price stability in the short term.

This week, the domestic rubber grade silica market has a stable trend as a whole, with the mainstream price range of 4500-5000 yuan / ton. The quotation of upstream hydrochloric acid manufacturers is temporarily stable, and the overall market is general. It mainly focuses on stable operation, and the main contract orders of silica are limited. The purchase atmosphere in the overall market is flat, mainly through negotiation. Merchants are cautious in taking goods and slow in shipping, The overall market supply and demand is balanced, the shipment is normal, and the inventory is general.

On August 5, the chemical index was 1123 points, an increase of 3 points over yesterday, a record high in the cycle, an increase of 87.79% over the lowest point of 598 points on April 8, 2020（ Note: period refers to from December 1, 2011 to now)

Business agency white carbon black analysts believe that the white carbon black market will maintain stable operation in the short term（ If you want to know more about the industry chain, please pay attention to the official account of the business community, get the information and grasp the price.

According to the data monitoring of business society, the price of chloroform fell sharply in July. The price at the beginning of the month was 4350 yuan / ton, and the price of chloroform at the end of the month was 3750 yuan / ton, with an overall decrease of 13.79% at the end of the month compared with the beginning of the month.

Firstly, in July, the operating rate of domestic methane chloride units was relatively high, the supply side was loose, and the factory price of manufacturers was gradually reduced.

Secondly, the price of raw liquid chlorine is low, and the cost side is empty. Methanol prices fluctuate at a low level, which is difficult to support chloroform. According to the business agency, as of the end of July, the mainstream ex factory price of liquid chlorine of tank cars in Shandong was around 700 yuan / ton; Methanol price decreased from 2555 yuan / ton at the beginning of the month to 2585 yuan / ton at the end of the month, with an overall increase of 1.17%.

Finally, in July, the domestic refrigerant market was weak, domestic sales and foreign trade were not ideal, and the refrigerant demand was weak. In addition, some refrigerant enterprises shut down for maintenance in the middle of the month, and the purchase of chloroform was weak.

Analysts of methane chloride data of business society believe that at present, the impact of cost and supply and demand is empty, and the price of chloroform is expected to continue to weaken in the later stage.

According to the bulk list data of business society, the domestic vitamin C market fell slightly this week, with an average price of 50.67 yuan / kg at the beginning of the week and 50.33 yuan / kg at the weekend, a decrease of 0.67%.

According to the monitoring of business society, the domestic vitamin C market is light. The current mainstream quotation is 48-50 yuan / kg. The market quotation is falsely high, and the market transaction price is mainly negotiated. The downstream demand is general, and supply and demand are the main. The manufacturer will not quote for the time being during some maintenance. The production and sales of vitamin C market are weak, and the price is stable.

Vitamin A prices fell this week, with an average price of 308 yuan / kg at the beginning of the week and 305 yuan / kg at the weekend, down 1.08%. It is understood that Zhejiang Pharmaceutical vitamin a plant will be shut down for maintenance, and no external quotation will be made for the time being. Traders take goods actively, the market trading atmosphere is general, and the overall market is weak.

The price of vitamin E remained stable this week, with an average price of 74 yuan / kg. It is understood that Zhejiang Pharmaceutical vitamin E plant will be shut down for maintenance, and no external quotation will be made for the time being. Downstream demand is general, traders are eager for goods, and ve prices are temporarily stable.

Future forecast

The vitamin analyst of the chemical branch of the business society believes that: Overall, the current vitamin market is weak in supply and demand, and it is expected that the vitamin market will be sorted and operated in the near future.

1、 Price trend

According to the monitoring data of business society, the price of chlorinated paraffin fell this week. On July 26, the average ex factory price of domestic chlorinated paraffin 52 was 6133 yuan / ton, and on July 30, the average ex factory price of domestic chlorinated paraffin 52 was 6100 yuan / ton, down 0.54% this week.

2、 Market analysis

This week, the domestic chlorinated paraffin started stably and the unit operated normally. At present, the ex factory quotation of chlorinated paraffin 52 in Anhui is 5800-6000 yuan / ton, that in Northeast China is about 5800 yuan / ton, that in Hebei is 5000-5900 yuan / ton, that in Shaanxi is about 6600 yuan / ton, and that in Shandong is 5600-5800 yuan / ton.

In terms of raw material liquid wax, the price of liquid wax is stable this week, some enterprises have made small adjustments, and the trading volume is OK. In terms of raw liquid chlorine, the price of liquid chlorine is mainly stable, and the average ex factory price is about 550 yuan / ton. The cost support is acceptable.

3、 Future forecast

Business society chlorinated paraffin analysts believe. The market of chlorinated paraffin raw materials was stable this week, the supply and demand of chlorinated paraffin were balanced, and there were small fluctuations in some regions. It is expected that the price of chlorinated paraffin will run smoothly in the short term.

Domestic price trend:

It can be seen from the figure that the ex factory price of paraxylene remained stable at 7100.00 yuan by the end of July, and the domestic price of paraxylene remained stable at 7100.00 yuan by the end of July.

In July, the domestic p-xylene supply was normal, and the domestic PX operating rate was more than 60%. The 600000 ton unit of Sinochem Hongrun petrochemical, Yangzi Petrochemical, Pengzhou petrochemical, Yangzi Petrochemical, Jinling Petrochemical, Qingdao Lidong and Qilu Petrochemical operated stably, The start-up of Urumqi petrochemical unit is about 50%, and the domestic p-xylene supply is general, but the start-up of overseas units is general, and the domestic p-xylene price remains high affected. Recently, the international crude oil price is above $70 / barrel, and the PX external price trend rises. As of the 28th, the closing prices in Asia are $928-930 / ton FOB Korea and $946-948 / ton CFR China. Recently, the operating rate of PX units in Asia is normal. On the whole, the operating rate of p-xylene units in Asia is less than 60%, the supply of PX goods in Asia is general, and the closing price of PX external price rises, Affected by the external price, the domestic p-xylene market price trend is temporarily stable.

The international crude oil price fluctuated at a high level in July. Although the epidemic situation has been controlled to a certain extent, the spread of Indian variant virus has led to an increase in market risk aversion, which has limited the recovery of crude oil demand in certain procedures. Although the policy boots of OPEC + oil producing countries finally came to the ground, the oil ministers of oil producing countries agreed on Sunday to increase oil supply from August. With the continuous recovery of the global economy, the oil price had climbed to a two-and-a-half-year high. The increase in production policy was aimed at curbing the rising trend of oil price, which led to the market’s concern about excess oil supply, but the macro mood was good in the later stage, The oil price continued to return to its own supply of crude oil, which was relatively tight, and the oil price picked up. As of July 28, the settlement price of the main contract in the WTI crude oil futures market in the United States was US $72.39/barrel, and the settlement price of the main contract in the Brent crude oil futures market was US $73.87/barrel. In July, the international crude oil price remained high, and the price trend of p-xylene was temporarily stable.

In July, the price trend of downstream PTA market rose sharply. As of No. 29, the average price of PTA market was 5400-5450 yuan / ton, up 7.46% in July. The shortage of supply is the key factor affecting the current PTA market trend. The PTA capacity in Zhejiang is 18.35 million tons, while the polyester capacity in the region is 29 million tons. Therefore, there is a large gap between supply and demand in Zhejiang. With the maintenance of Huabin petrochemical and other units in Zhejiang, the warehouse has been continuously removed since March, and there is little left in PTA delivery warehouse in Zhejiang. Recently, the operating rate of the whole industry has decreased slightly, which is currently around 80%. In the terminal textile market, due to the improvement of downstream fabrics in autumn and winter, early preparation and better expectation in the second half of the year, in fact, the weaving end has already begun to rebound. At present, the operating load rate is at a high level in recent years. At present, the comprehensive starting rate of looms in Jiangsu and Zhejiang is 79.63%, and the market price trend of p-xylene is temporarily stable.

Chen Ling, PX analyst of business agency, believes that there is a certain positive support for the current crude oil cost. In the short term, the crude oil price will maintain an upward trend, but the downstream polyester will improve. In addition, the textile industry will usher in the peak sales season. It is expected that the market price trend of p-xylene will rise slightly in the later stage, boosted by crude oil.

According to the monitoring of business society, the average market price of coking coal is 2163.33 yuan / ton. Coking coal prices are running at a high level.

On July 27, the coking coal commodity index was 150.31, the same as yesterday, hitting a record high in the cycle, up 234.69% from the lowest point of 44.91 on January 28, 2016（ Note: period refers to 2012-09-01 to now)

According to the business society, in terms of supply, in terms of origin, coal mines around the country have successively resumed production, and the supply of coking coal has increased. However, due to the impact of safety inspection, Yulin has not resumed production in a large area recently, and the supply of power coal is still tight.

Demand: the coke spot market mainly operates stably for the time being. In terms of coking enterprises, the coke supply in Shanxi is slightly tightened due to the impact of environmental protection. Coking enterprises in other parts of China started actively, and production and sales were stable. The price of raw coal in the upstream is high, the profit of coking enterprises has declined to a certain extent, and most coke enterprises have a strong attitude of supporting the price. Affected by the reduction of crude steel output, the downstream steel plant has reduced the daily consumption of coke, mainly replenishing the warehouse on demand, and has low enthusiasm for receiving goods.

According to the coking coal analyst of business society, coking coal has increased in general, but considering the environmental protection policy, the supply of coking coal is still relatively tight temporarily, the price support mentality of coke enterprises is strong, and coke still has demand support for coking coal. In addition, due to the obstruction of transportation caused by weather factors, the coking coal inventory in the coke enterprises has decreased, and the coke enterprises still have room to replenish the coking coal. Generally speaking, the short-term coking coal mainly operates at a high level, depending on the downstream market demand.

1、 Price trend

According to the data of the bulk list of business agencies, the average factory price of powdered ammonium monoammonium on July 19 was 3300 yuan / ton, and that of powdery ammonium monoammonium was 3300 yuan / ton on July 25, and the price of monoammonium phosphate was stable this week.

According to the data of the bulk list of business agencies, the average price of 64% diammonium chloride on July 19 was 3400 yuan / ton, and that of 64% diammonium chloride on July 25 was 3400 yuan / ton, and the price of diammonium phosphate was stable this week.

2、 Market analysis

This week, the price of monoammonium phosphate was stable, and the enterprise commencement rate was about 68%. The volume of enterprises to be sent is still large, and most of the domestic enterprises’ quotation is suspended. The enterprise owner issues the early order, receives the order in a small amount, and the actual price negotiation is the main. The factory quotation of 55% ammonium powder in Hubei Province is 3400-3500 yuan / ton.

This week, the price of diammonium phosphate was stable, and the enterprise commencement rate was about 55%. Most of the domestic enterprises have suspended their quotation, and some enterprises are still in the process of maintenance. The main price of 64% diammonium in Hubei Province is 3400-3500 yuan / ton, and that of 64% of the mainstream ammonium in North China is 3600-3700 yuan / ton. At present, the supply is tight, and the price is still high.

At present, the average price of 30% grade reference in the main domestic phosphate ore area is around 550 yuan / ton, which is basically stable compared with last week. At present, the quotation of mining enterprises is strong and the market is stable in the short term. The market situation of raw sulfur is temporarily stable, and the quotation of refineries in various regions is stable according to their own shipment. Domestic refineries operate normally, and traders mainly purchase on demand.

3、 Future forecast

The analysts of the business agency think that the market of ammonium phosphate is in good condition, the downstream demand is large and the supply is short of demand. Due to the high price of raw materials, the market of ammonium phosphate is easy to rise but difficult to fall under the support of cost. It is expected that the price of ammonium phosphate will continue to operate at a high level in the short term, and the market will be stable and upward.