Price trend

According to the bulk list data of business society, the domestic PA66 market was generally stable in the second week of August, and the spot prices of various brands were stable and small. As of August 16, the average 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 at the beginning of the month and 102.65% over the same period last year.

Cause analysis

On the upstream side, the domestic caprylic acid price has fluctuated recently. After the high decline in the middle and late July, the current price has stabilized, and the market fluctuation is not strong. In addition to the negative impact caused by the decline in cost, the lack of improvement in demand is also the main factor restricting the strength of the market. The operating rate of the industry is generally normal and maintains a high level. The manufacturer’s inventory has been reduced and cleared in the early stage. At present, the inventory pressure is normal, but the current market demand is still weak, and the delivery speed of enterprises has decreased significantly. From the perspective of dealers, although the manufacturer’s inventory pressure is balanced, the market inventory pressure is still large. The market is in the process of de inventory, and some dealers mainly sell goods at a profit. The business agency believes that the continuous decline of pure benzene may pave the way for the decline of adipic acid price in the later stage, especially in the context of no improvement in demand, which makes it possible for enterprises to reduce prices and ship goods. It is expected that the adipic acid price will remain stable in the near future, and the possibility of price decline in the medium and long term will not be ruled out.

In terms of raw materials, adipic acid fluctuated steadily, the supply side of adiponitrile was in short supply, and the price market strongly supported the cost side of PA66. In the second week of August, PA66 continued the pattern of strong cost side, and the recent PA66 market has steadily warmed up. In terms of industrial operating rate, affected by the shortage of adiponitrile, polymerization enterprises were forced to reduce the burden, and many manufacturers reduced the operating rate again. In terms of demand, at present, the terminal enterprises have poor feedback on the gradually strengthening PA66, the follow-up of goods preparation is slow, the purchase operation is biased towards just demand, and the buyer wait-and-see atmosphere spreads. Merchants offer tentative price increases, and the price is adjusted and operated in a narrow range.

Future forecast

Business analysts believe that the PA66 market was generally stable in the second week of August. The supply of adiponitrile on the cost side is still in short supply, the polymerization plant passively reduces the negative due to the lack of raw materials, and the spot price rises with the raw materials. Demand follow-up has not improved. In the current off-season market with weak supply and demand, the buyer mainly buys on bargain hunting and the seller makes a firm offer. It is expected that the PA66 market will run strong under the cost pressure in the short term.

1、 Price trend

According to the monitoring data of business agency, the price of baking soda rose this week. The average market price at the beginning of the week was 1963.33 yuan / ton, and the average market price at the weekend was 2083.33 yuan / ton, with a price increase of 6.11%. On August 13, the commodity index of baking soda was 138.27, an increase of 1.77 points over yesterday, a record high in the cycle, and an increase of 56.64% over the lowest point of 88.27 on December 22, 2020（ Note: period refers to 2020-09-01 to now)

2、 Market analysis

According to the business agency, the price of baking soda is strong, and the demand in the downstream market is good in the near future. At present, the price of baking soda in Henan is about 2000-2200 yuan, and the downstream demand is OK. It is expected that the price will be stable in the near future. The price of baking soda in Hebei is about 2000-2250 yuan / ton, and the downstream demand is acceptable. It is expected that the price will be strong in the later stage.

Raw materials: soda ash prices are strong this week. The average market price at the beginning of the week was about 2137.5 yuan / ton, and the average market price at the weekend was 2187.5 yuan / ton, with a price increase of 2.37%, 58.13% over the same period last year. According to the monitoring data of business agency, the mainstream market price of light soda ash in East China is about 2150-2250 yuan / ton. The price of soda ash in North China is relatively strong, and the mainstream market price of light soda ash is about 2200-2300 yuan / ton. The price of soda ash in Central China is relatively strong, and the current mainstream market price of light soda ash is about 2100-2200 yuan / ton. Generally speaking, the short-term high price of soda ash is dominated.

Demand: in the downstream, the recent demand for baking soda from medicine, textile and food is acceptable, and the price of baking soda is strong in the near future. Business analysts believe that the price of soda upstream is strong, the market trading atmosphere is good, and the manufacturers are mainly active in shipping. In the downstream, the demand for baking soda in medicine, textile and food has continued to improve recently. In general, the price of baking soda is strong in the short term or at a high level, depending on the demand of the downstream market.

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.