I. price trend

The average price of cryolite as of November 27 was 6100 yuan / ton, down 3.68% month on month and 5.18% year-on-year, according to the data in the bulk list of business agencies. On November 27, the cryolite commodity index was 74.09, unchanged from yesterday, down 26.80% from 101.21 (2011-10-31), the highest point in the cycle, and up 11.67% from 66.35, the lowest point on September 5, 2016. (Note: cycle refers to 2011-09-01 to now)

II. Market analysis

Products: at present, the factory quotation of cryolite in Henan Province is stable, the market price is 5000-6900 yuan / ton, and the actual transaction price is flexible, mainly through negotiation; the price of cryolite in Shandong Province is temporarily stable, the factory quotation is about 6500-7000 yuan / ton, and the actual transaction price is mainly through negotiation. By the end of July 27, the price of cryolite of Jiaozuo Minli Industrial Co., Ltd. was 6900 yuan / ton; that of Zhengzhou Tianrui crystal technology cryolite was 6400 yuan / ton; that of Zhengzhou Zerun Energy Chemical Co., Ltd. was 5000 yuan / ton. As a whole, the shipment of the enterprise was smooth and the transaction was fair.

Industrial chain: the upstream raw material sulfuric acid market operates in a differentiated way, with market ups and downs showing each other. In the heating season, the environmental protection and transportation inspection efforts in Shandong, Hebei and Henan are still the same. After the national day, the small factories in the lower reaches are under normal operation, and the weak demand situation is hard to change. At present, the supply and demand of acid city are still strong and weak, and the good support is limited. In terms of upstream fluorite, the price trend of domestic fluorite is stable temporarily. In the near future, the domestic fluorite device starts normally, the mine and flotation device in the field starts normally, the supply of fluorite in the field is normal, and the price of hydrofluoric acid in the downstream stays at a low level in the near future. For the fluorite market, the purchase on demand is common in the fluorite field. The domestic performance of the downstream aluminum market is relatively flat, and the export performance of aluminum materials is poor, and the fundamentals are complete The body is weak.

Industry: at present, the cryolite manufacturer’s devices are in normal operation, the manufacturer’s inventory is sufficient without pressure, and the shipment is acceptable. The downstream electrolytic aluminum enterprises have slightly increased the start-up, the overall inventory is good, and the manufacturer’s mentality is optimistic.

III. future forecast

According to the cryolite product analyst of the business association, at present, cryolite manufacturers mainly offer multi-dimensional and stable ex factory quotations, the devices are in normal operation, the inventory is sufficient, and the shipment is acceptable. It is expected that the market of cryolite in the later period will be weak, and the market demand will be specifically focused.