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.

According to the data monitored by the business agency, as of July 26, the average quotation price of domestic premium DMF enterprises was 12450.00 yuan / ton. Recently, the DMF market price has been stable, and there has been no significant change compared with the same period last week.

The price of DMF is mainly stable, and the downstream just needs to purchase. At present, the inventory operates normally and remains stable in the short term. Compared with the same period last week, there is no significant change in the price. The upstream methanol is mainly stable, just needs replenishment, with limited fluctuation, and maintains the early trend in the short term.

DMF analysts of business agency believe that DMF will remain stable in the short term（ For more information on the latest industry chain, welcome to pay attention to official account of business community, obtain commodity information, and grasp commodity price.

1、 Price trend

According to the bulk list data of business society, the domestic glycine price rose slightly this week, with the price at the beginning of the week being 24666 yuan / ton and the weekend price being 24833 yuan / ton, an increase of 0.68%.

2、 Analysis and review

According to the price chart of business society, the overall glycine price market has not changed much this week. At present, the mainstream price of industrial glycine is around 25000 yuan / ton. The enterprise resumes quotation, mainly completes the orders of old customers, and can receive new orders. Downstream just need mainly, due to the high price and strong wait-and-see attitude, the transaction of new orders is limited.

Demand: the downstream glyphosate technical price is around 50000 yuan / ton, and the raw materials are acetic acid and glycine. Yellow phosphorus has increased greatly in varying degrees, supported by both cost and demand, and the price still has room to rise.

3、 Future forecast

Glycine analysts of business society believe that the current glycine supply is sufficient, the demand is supported, and the industry prosperity is high. It is expected that the price of glycine will continue to break through after the horizontal consolidation.

Aluminum fluoride market stabilizes

This week, the price of aluminum fluoride is stable, and the market of aluminum fluoride tends to be stable. According to the data of business news agency, the domestic price of aluminum fluoride was 8500.00 yuan / ton on July 12, which was stable compared with 8500 yuan / ton on July 12 at the beginning of the week, and rebounded up by 0.79% compared with 8433.33 yuan / ton on July 1. Aluminum fluoride market rebound adjustment, the overall aluminum fluoride Market in July strong stabilization.

Electrolytic aluminum price fluctuates and stabilizes

According to the monitoring of business news agency, the price of electrolytic aluminum fluctuated and rose in July, the demand of aluminum market rebounded, the export increased year on year, the overseas demand rebounded, the social inventory decreased, the market supply was tight, the state threw and stored aluminum ingots, and the supply tension of aluminum ingots was alleviated to a certain extent. It can be seen from the trend chart of aluminum fluoride industry chain that the upstream market of aluminum fluoride was stable in July, the cost of aluminum fluoride was temporarily stable, the downstream aluminum price rose, and the aluminum ingot Market stimulated the price rise of aluminum fluoride.

Market summary and forecast

Aluminum fluoride industry analysts of business news agency believe that: this week, the market of aluminum fluoride is stable, the price of upstream raw materials is stable, the cost of aluminum fluoride is stable, the power of aluminum fluoride rising is limited, the price of downstream aluminum ingots is rising, stimulating the price of aluminum fluoride rising, but the overall demand of aluminum ingots is stable, and aluminum fluoride does not continue to rise. Generally speaking, the aluminum fluoride market is not strong enough, and the downward pressure is limited, so the aluminum fluoride market will stabilize in the future.

1、 Price trend

According to the business news agency’s block data list, the average price of domestic phosphoric acid on July 19 was 5383.33 yuan / ton, up 9.43% from last Monday, up 6.39% on a month on month basis, and up 32.07% from the same period last year.

2、 Market analysis

Last week, affected by the power rationing in Yunnan, the price of yellow phosphorus rose to 25000 yuan / ton again, and reached 30000 yuan on the 19th. The market price of phosphoric acid rose with it, breaking through the 7000 yuan / ton mark again, with the highest price of 7500 yuan / ton, a sword index of 8000 yuan. At present, the start-up of phosphoric acid enterprises is acceptable, some of them may have tight supply, and some of them have not yet bid for the main supply orders. Therefore, it is prudent to wait and see. With the increase of cost support, the price of phosphoric acid may rise further. According to the monitoring of the business agency, the quotation in Sichuan is about 5750-7000 yuan / ton, in Hebei is about 5600-6900 yuan / ton, in Hubei is about 6500 yuan / ton, in Tianjin is about 6400-7500 yuan / ton, in Jiangsu is about 6000-6850 yuan / ton, in Shandong is about 6000-6400 yuan / ton, and the price of phosphoric acid in various places is generally rising.

According to the data monitoring of business news agency, as of July 19, the average reference price of 30% grade phosphate ore in mainstream areas in China was around 550 yuan / ton, which increased by 20 yuan / ton, or 3.77%, compared with July 11 (530 yuan / ton); Compared with the price on June 1 (reference average price of phosphate rock 510 yuan / ton), the average price increased by 40 yuan / ton, or 7.84%. At present, China’s phosphorus ore market is running at a high level. The supply of mines in Guizhou is tight, and the phosphate rock industry expects that the price of phosphate rock will continue to move towards the high end.

Yellow phosphorus. Since July, the price of yellow phosphorus has been in a high consolidation stage. Recently, affected by the power rationing in Yunnan, the price of yellow phosphorus has risen again. The operating rate of yellow phosphorus has declined, and the spot market is tight. The main manufacturers issue orders in the early stage, and some manufacturers temporarily stop quoting. On July 19, the reference price of yellow phosphorus was 27000.00, up 39.53% compared with July 1 (19350.00). Due to the rapid rise in prices, the market more wait-and-see, manufacturers send early orders, new orders are limited.

3、 Future forecast

According to the phosphoric acid analysts of the chemical branch of business society, at present, the rising raw material prices and the strong cost support have led to the rapid rise of phosphoric acid prices. Most of the operators are cautious and wait-and-see, and are expected to continue to rise in the short term. They also need to pay close attention to the cost changes.

1、 Price trend

According to the data monitoring of business news agency, on July 16, the average price of domestic LNG was 4246.67 yuan / ton, up 3.75% from the beginning of the week, 13.24% from the beginning of the month, 17.71% from the beginning of the month, and 72.4% from the same period last year.

2、 Analysis of influencing factors

This week, the domestic LNG market continued to rise, with an increase of nearly 4% in the week and a year-on-year increase of over 70%. At the beginning of the week, the price of domestic LNG was relatively stable, and some liquid plants adjusted slightly. From the middle of the week, the market continued to rise. The price of liquid in Inner Mongolia, Shaanxi, Ningxia, Shandong and other places continued to rise in a large area, and the highest price had risen to 4750 yuan / ton. In the second half of July, the price of feed gas for the direct supply liquid plant of northern PetroChina was 2.22-2.25 yuan / m3, which was higher than that of the previous period. In addition, the overhaul of some liquid plants in Inner Mongolia, Shanxi and Shaanxi, and the impact of the power restriction policy, the supply decreased. At the same time, due to the high temperature weather, the power consumption increased, and the support of demand side was acceptable, Help the domestic LNG market rise in off-season. At present, Inner Mongolia is 4080-4260 yuan / ton, Shaanxi is 4200-4500 yuan / ton, Shanxi is 4250-4410 yuan / ton, Ningxia is 4200-4350 yuan / ton, Henan is 4300-4510 yuan / ton, Hebei is 4300-4500 yuan / ton, Sichuan is 4350-4530 yuan / ton, and the price of imported gas is about 4200-5000 yuan / ton. The domestic liquid price and imported gas are increased to varying degrees.

region Specifications July 16th July 9th Up and down

Inner Mongolia liquified natural gas 4080-4260 3600-3900 + 480/+360

Shaanxi liquified natural gas 4200-4500 4000-4200 + 200/+300

Shanxi liquified natural gas 4250-4410 3900-4250 + 350/+160

Ningxia liquified natural gas 4200-4350 3950-4000 + 250/+350

Henan Province liquified natural gas 4300-4510 4230-4450 + 70/+600

Hebei liquified natural gas 4300-4500 4200-4450 100/+50

Sichuan liquified natural gas 4350-4530 4000-4200 + 350/+330

The rise of domestic liquefied natural gas prices has driven downstream products to rise more than fall less

Methanol, Shandong Luzhong area methanol market negotiation is about 2300-2330 yuan / ton, sent to cash, transaction situation is general, more execution contract. In the methanol market of southern Shandong, the negotiation price of some parts increased by 10 yuan / ton to 2450-2460 yuan / ton, and the factory withdrawal spot exchange rate increased. Linyi received the local goods, the negotiation price increased by 10 yuan / ton to 2450 yuan / ton, sent to cash, logistics goods offer price is not available. The transaction price of methanol market in North Central Shandong Province is 2300-2320 yuan / ton, which is sent to cash exchange. The transaction is relatively stable, and there is no obvious fluctuation for the time being.

Liquid ammonia. On the 15th, the domestic liquid ammonia market rose slightly, with an increase of about 50 yuan / ton. Today, the amount of ammonia in the region is moderate, and the enterprises are shipping normally. At present, the inventory is normal. Today, the prices of some large factories in Shandong are rising, with an increase of 50 yuan / ton. At present, the mainstream price in this area is 4350-4550 yuan / ton. At present, the liquid ammonia discharged by the manufacturers in this area is moderate, and the price is expected to be firm in the near future.

Urea: on July 15, the urea market in Shandong was temporarily stable. The prices of upstream coal and liquefied natural gas rose slightly recently, and the cost support was strengthened. In terms of demand, there is a small amount of topdressing in North and East China, but the agricultural demand is general; The downstream compound fertilizer, rubber sheet factory and melamine enterprise started well, and most of them were purchased and used at any time, and followed up at a proper amount. From the aspect of supply: in the near future, the urea plant maintenance is still the same, the start-up recovery is slow, the daily output is still less than 160000 tons, the supply side is tight, and the enterprise inventory and social inventory are also maintained at a low position. International: on the evening of July 13, India issued a new round of import bidding, which boosted the domestic market mentality. On the whole, urea cost support is strengthened, downstream demand is weakened, and urea supply is tight.

3、 Future forecast

The LNG analysts of business news agency believe that: in the second half of July, the price of gas source rose, the cost support was strengthened, and the supply was reduced due to the maintenance of some liquid plants and the impact of power restriction policy. In addition, under the high temperature, the demand for electricity was increased, and many favorable factors were superimposed. It is expected that the domestic LNG market will continue to rise in the short term.

According to the statistics of business news agency, as of July 16, the price of DTY of nylon filament in Jiangsu was 20360 yuan / ton, which was the same as last week’s price and increased by 700 yuan / ton compared with the end of June; The price of nylon POY was 17950 yuan / ton, the same as last week’s price, up 825 yuan / ton from the end of June; The price of nylon FDY was 20933 yuan / ton, the same as last week’s price, up 933 yuan / ton from the end of June. From the perspective of price trend, the current price of nylon is at a high level. In early July, the nylon market ushered in the first rise, which was mainly driven by the cost of upstream raw materials. The whole nylon market rose. This week, the price of nylon was stable, and the upstream and downstream parties held a cautious attitude towards the future market.

Nylon price chart

Upstream market analysis

The cost of upstream raw material cyclohexanone is weakening, the demand is weak, and the market price falls after rising. According to the monitoring data of business news agency, as of July 15, the average price of domestic cyclohexanone market was 10580 yuan / ton, down from last week. The overall construction started at a low level, and the downstream demand was light.

Cyclohexanone price chart

In early July, the market of raw material PA6 had a positive trend, and the spot price generally rose. As of July 15, the mainstream offer price of 2.75-2.85 of the sample enterprises to CNMC was about 15000 yuan / ton, up 2.97% compared with the average price at the beginning of the month and 23.29% compared with the same period last year. At present, the overall operating rate of domestic PA6 polymerization plant is about 60%, and the supply side is good for conventional spinning and chip products. Among them, nylon filament load 80% is relatively high, and the benefit is not obvious. The raw material caprolactam was stronger at the beginning of the month, the cost support of PA6 was strengthened, and the price rose with the upstream. However, the acceptance of downstream nylon for high price goods is poor, and the floor trading is still dominated by contracts. Terminal factory purchase operation is cautious, just need to replenish with take. Overall, the current market of PA6 is short, and it is expected that the spot price of PA6 will be deadlocked in the near future.

Downstream market demand

The demand of downstream terminal areas of nylon is still flat, and some customers take goods on demand. Some customers make up for their positions slightly at low prices in the early stage, and their enthusiasm for taking goods is not good; In addition, the terminal field is still in the traditional off-season. Recently, the prices of polyester, spandex and nylon filament continue to rise. Downstream customers say that they are under great pressure and cash flow is difficult, so they dare not stock more. The overall market continues to focus on just need buying, and all parties hold a cautious wait-and-see attitude towards the future market.

According to a number of nylon manufacturers, the downstream demand for nylon is not high, most downstream enterprises maintain normal just need to take goods, mainly small orders, weak market transactions, basically in a situation of no market price, sufficient supply of goods on the floor, increased inventory, some manufacturers start to adjust, upstream and downstream parties are cautious about the future market.

Future forecast

Nylon terminal demand has not improved significantly, most of the downstream enterprises keep normal, just need to take goods, order support is limited; However, the cost support is strong. This week, the price of nylon is stable, the market demand is weak, and the manufacturers are willing to support the price. With the price of upstream raw materials falling, it is expected that the nylon market will go down in the short term.

According to the data monitoring of Business News Agency: on July 13, the price of industrial grade and battery grade lithium carbonate was slightly higher as a whole. On July 13, the average price of industrial grade lithium carbonate in East China was 86800 yuan / ton, which was 0.23% higher than the previous day (the average price of industrial grade lithium carbonate in East China was 86600 yuan / ton on July 12). On July 13, the average price of battery grade lithium carbonate in East China was 90600 yuan / ton, which was 0.22% higher than the previous day (the average price of battery grade lithium carbonate in East China was 90400 yuan / ton on July 12). On the 13th, the comprehensive quotation of industrial grade lithium carbonate market was around 82000-90000 yuan / ton, and the comprehensive quotation of battery grade lithium carbonate market was around 85000-92000 yuan / ton.

From the observation of market changes, the price of lithium carbonate stabilized for a week in July, and then slightly boosted on the 13th. At present, the market demand is stable, and most lithium carbonate manufacturers are actively shipping. Lithium carbonate is mainly used to prepare LiFePO4 and common ternary cathode materials, which can be extracted from salt lake or mica. As the supply of salt lakes is affected by seasonal factors, the output of salt lakes in Qinghai will be relatively reduced after the third quarter, which will boost the price of lithium carbonate.

The price of downstream domestic industrial grade lithium hydroxide also showed an upward trend. Due to the relatively rigid supply of spodumene, the production of lithium hydroxide has been obviously restricted by the shortage of spodumene, and the price showed an upward trend. On the other hand, the price of LiFePO4 is mainly stable, the supply side is normal, the market of LiFePO4 will maintain stable operation in the short term, and the number of new orders is limited.

On July 13, the lithium carbonate commodity index was 221.15, up 0.51 points from yesterday, down 45.41% from 405.10 points (2018-01-07), the highest point in the cycle, and up 124.43% from 98.54 points, the lowest point on October 16, 2014（ Note: period refers to the period from September 1, 2011 to now

According to the lithium carbonate analysts of business news agency, the market demand for lithium carbonate is relatively stable at present. If the output of new energy vehicles continues to increase in the future, it will further support the volume and price of lithium carbonate. It is expected that the price of lithium carbonate will fluctuate strongly in the short term.