According to the statistics of business news agency, on March 1, the average price of domestic lint spot market was 16576 yuan / ton, while on March 5, the average price of domestic lint spot market was 16362 yuan / ton, down 1.29%.

In terms of futures, the settlement price of Zheng Mian’s main contract fell below 16000 yuan / ton on March 5. Since the beginning of this week, the price of Zheng Mian’s main contract has been falling continuously; internationally, the fall of the US stock market has brought bad effects to the cotton market, the quotation of imported cotton in China’s main port has dropped sharply, and ice futures have been falling continuously.

Downstream: in the early stage, with the continuous rise of lint price, downstream spinning enterprises have begun to accept orders cautiously, and the wait-and-see mood has increased. At present, the textile industry as a whole is still in the peak season, the price of cotton yarn is stable, and the inventory of most cotton textile enterprises is still relatively low. According to the survey, the resumption rate of cotton textile enterprises in Shandong, Jiangsu, Zhejiang, Guangdong, Henan and other places after the Spring Festival is very high. In addition to completing the early orders, the enterprises began to receive short-term domestic sales and foreign trade orders from March to April. On the one hand, the textile and clothing enterprises are worried that the raw materials such as cotton and polyester staple fiber will continue to fluctuate violently, which will lead to the cost adjustment of cotton yarn, polyester cotton yarn and grey cloth, and the production, order arrangement and profit will be greatly affected. On the other hand, most cotton textile enterprises’ inventory of gauze is still relatively low. In the expectation of the rebound of global economy, trade and textile and clothing consumption in 2021, the textile and clothing enterprises will appropriately increase cotton yarn Plan the stock of grey cloth.

Business analysts believe that the cotton price will rise all the way after the year, the cotton yarn market will rise at the same time, the soaring textile raw materials will put great pressure on the downstream, and the production, order arrangement and profit will be greatly affected. This adjustment may not be a good thing for the whole industry. At present, cotton prices are not good support, it is expected that there will be a wave of decline in the short term.

According to the price monitoring of business news agency, the price of sulfur in East China rose broadly this week. The average price of sulfur production at the weekend was 1286.67 yuan / ton, up 8.12% compared with 1190.00 yuan / ton at the beginning of the week, and up 20.25% within the month.

This week, the domestic sulfur market was strong and upward, the inventory of refineries in various regions was low, and the market sulfur supply was tight. As the downstream demand gradually returned to stability after the year, the quotation of domestic refineries was raised as a whole. During the week, Sinopec’s solid sulfur price in East China increased by 90 yuan / ton and liquid sulfur price by 80-100 yuan / ton; Sinopec’s solid sulfur price in Shandong increased by 100 yuan / ton; Sinopec’s solid sulfur price in North China increased by 80-90 yuan / ton, and liquid sulfur price in the target market. As of the 29th, the regional price of sulfur in China is as follows:

26 Feb 2005

1340-1420 yuan / ton sulfur (particle) in East China

1030-1120 yuan / ton of sulfur (particle) in North China

1220-1250 yuan / ton of sulfur (particle) in Shandong Province

In the downstream phosphate fertilizer market, the prices of Monoammonium and diammonium will rise in a wide range after the year, the export orders are good, the prices remain high, the fertilizer for spring farming is coming, the market demand is optimistic, the good will continue, and the future market may continue to rise. In terms of sulfuric acid, the market is strong upward, the supply of foreign sulfuric acid is tight, the export price of the market is rising, the downstream demand gradually returns to normal after the festival, the market transaction is good, and the later sulfuric acid market is mainly in consolidation and operation.

Sulfur analysts of business news agency believe that the inventory of domestic refineries remains low at present, the downstream demand is stable after the festival, the manufacturers’ shipment is smooth, and the market support operation of the on-site operators is obvious. It is expected that the short-term sulfur market will operate at a high level and pay attention to the follow-up situation of the downstream.

Price trend

According to the data monitoring of business news agency, the price of plasticizer DOP rose wildly after the festival, but the madness could not last. After a week of soaring, the price of DOP stabilized and fell slightly on the 26th. As of February 26, the price of DOP was 14150.00 yuan / ton, which was slightly lower than the price of 14175 yuan / ton on February 25, and rose sharply by 40.80% compared with the price of 10050.00 yuan / ton before the festival. DOP market tends to be stable after soaring, and there is a greater risk of falling in the future.

Isooctanol tends to stabilize

It can be seen from the price trend chart of isooctanol that the price of isooctanol rose sharply after the festival, and then the rising trend of isooctanol slowed down. On the 25th, the price of isooctanol stabilized, and on the 26th, the price of isooctanol fell slightly. After the festival, the parking of octanol equipment increased, the supply of octanol was insufficient, and the supply of octanol was slightly tight. The cold wave in the United States caused some chemical enterprises to stop production, which added a little oil to isooctanol, and the rising power of isooctanol increased. However, with the soaring price of ISO octanol, the high price caused the lower customer’s purchasing enthusiasm to decline, the lower customer just needed to purchase, the customer boycotted the high ISO octanol, the pressure of ISO octanol decline in the future increased, the risk of DOP cost decline in the future increased, the power of DOP rise weakened, and the pressure of decline increased.

Phthalic anhydride tends to be stable

From the trend chart of phthalic anhydride, it can be seen that the price of phthalic anhydride rose sharply after the festival, the price of phthalic anhydride stabilized after the 23rd, the overall market of phthalic anhydride rose sharply after the festival, the cost of raw material phthalic anhydride of DOP rose, the rising power of DOP still exists, and the rising power of DOP in the future is greater.

Market summary and future expectation

Bai Jiaxin, DOP data analyst of business news agency, believes that the prices of ISO octanol and phthalic anhydride, the raw materials of DOP, rose sharply after the festival, and the cost of DOP rose sharply, which promoted the price rise of DOP. However, as the price continues to rise, downstream customers’ acceptance of high-level products declines, and customers’ resistance to high-level DOP increases. However, the impact of the cold wave in the United States has subsided, American chemical enterprises have resumed production, market supply has recovered, and the support of DOP rise has weakened. Generally speaking, the plasticizer DOP has a strong upward momentum, and the support of high product price still exists. However, the downstream customers mainly purchase rigid demand, and the customers are more resistant to high price raw materials. The downstream cost is transmitted to the upstream, and the downward pressure of DOP increases. The plasticizer DOP price is expected to fluctuate and fall in the future, and the price is expected to plummet.

1、 Price trend

According to the commodity data monitoring, the domestic price of chlorinated paraffin rose this week. The average price of chlorinated paraffin 52 was 5133.33 yuan / ton last Thursday, and 5366.67 yuan / ton this Thursday. The price rose by 4.55% in the week.

2、 Market analysis

Domestic chlorinated paraffin prices rose this week. The overall quotation of paraffin wax market was stable and upward. At present, the ex factory price of chlorinated paraffin 52 in Anhui Province is about 5300-5500 yuan / ton, the ex factory price of chlorinated paraffin 52 in Northeast China is relatively stable, about 5200 yuan / ton, and the ex factory price of chlorinated paraffin 52 in Northwest China is about 5600 yuan / ton.

In terms of international crude oil, the US EIA crude oil production expansion demand data for the week to February 19 was 14.1154 million barrels / day, compared with the previous value of 17.7347 million barrels / day. In the week to February 19, crude oil inventory in Cushing, Oklahoma, increased by 2.807 million barrels, while the previous value decreased by 3.028 million barrels. In the week to February 19, EIA crude oil inventories in the United States increased by 1.285 million barrels, while the previous value decreased by 7.258 million barrels, which is expected to decrease by 5.190 million barrels.

Liquid wax, liquid wax prices this week more stable, the overall trading atmosphere is good. In terms of liquid chlorine, most markets continued to rise. The mainstream price of liquid chlorine in Jiangsu and Anhui rose to 1100-1300 yuan / ton, the low price of individual enterprises was 900 yuan / ton, and the price of liquid chlorine in Shandong rose to 1100-1200 yuan / ton.

In terms of demand, the downstream enterprises have basically started construction, the demand has increased, and the overall trading is good.

3、 Future forecast

Business community chlorinated paraffin analysts believe that this week chlorinated paraffin overall market trading atmosphere is good, downstream orders have increased. The price of chlorinated paraffin is expected to be strong in the short term.

The international crude oil market continues to be favorable, the domestic refined oil price adjustment “seven consecutive rises” have been implemented, the actual domestic gasoline demand during the Spring Festival holiday is far better than expected, the terminal replenishment demand is strong, and the crude oil and gasoline prices are rising. According to the data of business news agency, the price of MTBE on February 24 was 5166 yuan / ton, up 9.93% compared with that before the Spring Festival.

Recently, the price of international crude oil market continued to hit a high point in the year. As of press release, WTI oil price was at 62.5 US dollars / barrel. According to the monitoring of the business community, the prices of WTI and Brent crude oil have increased by more than 16% since February. The good news of the international crude oil market is spreading continuously, and the inventories of the United States and China are declining. In addition, OPEC + is still strictly implementing the production reduction agreement, and the effect of national oil production control is ideal, so it is necessary to increase the supply and lower the crude oil market price. At the same time, the cold wave in the United States limited the supply of shale oil and gas fields in the United States, and accidental factors helped to increase the price of crude oil. In terms of gasoline demand, the local new year was originally advocated, and the expectation of gasoline terminal demand was not good. However, the domestic epidemic control effect was very good, and the consumption situation in the terminal market was far better than expected. In addition, the international crude oil price rose sharply, and the “seven consecutive rises” of refined oil price adjustment was implemented. The market was bullish, and the demand for terminal replenishment increased. Gasoline prices are climbing.

At present, the international crude oil market is in a rising channel. After the Spring Festival, gasoline prices soared, MTBE market operators have a strong bullish mentality, and the demand for stock in stock is rising. In addition, since the Spring Festival, the overall inventory of MTBE manufacturers is in a low state, the pressure of refinery delivery is small, and the price of MTBE rises.

The MTBE product analyst of business society energy branch thinks: after the international crude oil price and gasoline price rise sharply, or maintain a high operating state, the price of MTBE and other intermediate materials will also rise to a high level. It is expected that the domestic MTBE market price will continue to rise to a high level in the short term, but the rise range is limited.

1、 Price trend

According to the data monitoring of the business community, the average price of bromine in Shandong was about 34277.78 yuan / ton on February 23, with a high price consolidation. On February 22, the bromine commodity index was 120.27, up 0.39 points from yesterday, down 2.20% from 122.98 points (February 18, 2019), the highest point in the cycle, and up 104.12% from 58.92 points, the lowest point on October 29, 2014. (Note: period refers to the period from September 1, 2011 to now)

2、 Market analysis

At present, the mainstream price of domestic bromine enterprises is about 34000-35000 yuan / ton. In the domestic bromine market, the negotiation atmosphere is general, the market production is expected to be limited, some enterprises’ shipping intention is not high, the intention of stock preparation is obvious, the downstream market demand turns weak, and there is a certain resistance to the high price of bromine. It is expected that the bromine market will consolidate in a high level in a short time.

Raw materials: on February 23, the domestic sulfur market rose broadly, with solid sulfur rising by 80-100 yuan / ton, and liquid sulfur in East China also rising by nearly 100 yuan / ton. At present, refineries in various regions of China are operating in low inventory, the supply of sulfur is tight, and the quotation of sulfur is rising. The export market of downstream phosphate fertilizer continues to improve. In addition, the domestic spring ploughing fertilizer is approaching, which is good for the sulfur market and the sulfur market in the future Market to maintain a high level of operation, attention to the downstream follow-up situation. The overall supply of caustic soda is sufficient, the overall ex factory price of caustic soda is stable and small, the cost side changes little, and the downstream purchase demand is general, which has a certain conflict with the current price of caustic soda.

Business analysts believe that the downstream flame retardant and intermediate industries of bromine are better than before the festival, but they are in conflict with the continuously high price of bromine, the trading atmosphere is general, the supply and demand sides are playing games, and it is expected that the price of bromine will be high in the short term.

Domestic BDO market continued to rise sharply. According to the sample data monitored by the business association, as of February 22, the average price of domestic BDO producers was 22175 yuan / ton, up 67.04% month on month and 122.86% year on year. The quotation of production enterprises continued to rise, and the market follow-up sentiment was high. In a short period of time, the BDO market remained high.

The domestic BDO market continues to rise. At present, the supply side of the market is still tight, manufacturers are reluctant to sell, and the offer is high-end. The mainstream negotiation focuses on 22000-23000 yuan / ton (bulk water), boosting the confidence of the industry and stimulating the mentality of chasing up in the middle and lower reaches. The market center of gravity rises sharply.

In terms of equipment, Xinye stopped for 5 days on February 15, and continued to pay attention to it; the load of Panjin Dalian reached 50%; Dongyuan stopped for maintenance from 20 to 26.

The current factory strong offer, tight supply situation continues. BDO business analysts expect that the domestic BDO market in the short term high volatility.

Recently, the domestic methanol market has recovered in a narrow range. According to the monitoring data of the business agency, as of February 20, the average price of methanol producers in Shandong was 2267 yuan / ton, with a month on month decrease of 3.92% and a year-on-year increase of 14.09%. After the festival, the downstream enterprises replenish goods appropriately, the logistics is restored, and the freight is reduced. Domestic methanol market recovered slowly.

Summary of methanol market prices by Region as of February 20

Region, price

Qinghai Area/

Shanxi Province: 1800-1850 yuan / ton factory cash

Liaoning: 2050 yuan / ton

Fujian Province: 2500-2520 yuan / ton

In the two lakes area, the ex factory reference amount is 2085-2150 yuan / ton

Anhui area: 2270-2300 yuan / ton

The ex factory price of Henan Province is 2070-2080 yuan / ton

In terms of upstream and downstream, the market price of dimethyl ether rose steadily, and the market transaction continued to be moderate; the domestic acetic acid market rose as a whole, and the market gradually resumed normal trading.

In terms of external market, as of February 19, CFR China methanol closed at US $302.00-303.00 per ton, down 3 US dollars per ton; CFR Southeast Asia methanol closed at US $374.00-375.00 per ton, down 5.5 US dollars per ton. US Gulf methanol closed at 111.00-112.00 cents / gallon, up 1 cent / gallon; FOB Rotterdam methanol closed at 335.50-336.50 euros / ton, up 5.5 euros / ton.

In the future, traders’ willingness to hold goods is not strong, they have to ship goods at high prices one after another, market buying remains just in demand, and transaction is weak. Affected by the impact of domestic delivery sources, spot traders often say that it is difficult to conclude a deal. Business community methanol analysts expect that the domestic methanol market in the short term consolidation.

Price trend

According to the data monitoring of the business association, the price of plasticizer DOP rose sharply after the festival, and the DOP market rose. As of February 19, the DOP price was 11600.00 yuan / ton, up 15.42% from 10050.00 yuan / ton before the festival.

Upstream market of industrial chain

It can be seen from the price trend chart of isooctanol that the price of isooctanol rose sharply after the festival, and the price of isooctanol rose to about 13000 yuan / ton. Before the festival, the start-up of octanol equipment is low, the supply of octanol is insufficient, the supply of octanol is slightly tight, the price still has room to rise, and the DOP has a greater power to rise.

 
From the trend chart of phthalic anhydride, we can see that after the festival, the price of phthalic anhydride rose slightly, the market of phthalic anhydride rose, the cost of raw material phthalic anhydride of DOP rose, and the rising power of DOP increased.

Market summary and future expectation

Bai Jiaxin, DOP data analyst of business news agency, believes that after the festival, the prices of octanol and phthalic anhydride, DOP raw material costs, DOP rising pressure, DOP price rising after the festival is cost driven, DOP demand is limited, and the downstream rising support is insufficient. DOP manufacturers started construction around February 21, while most industrial chain customers started construction around February 26. DOP supply and demand are basically balanced. The lower reaches of high price DOP are more resistant, and the lower reaches of customers are less motivated to purchase. Generally speaking, DOP is affected by the rising prices of raw materials, and it may still rise sharply in the near future. However, the downstream customers’ purchasing enthusiasm is poor, and the transaction situation of DOP is not optimistic. After the 15th of the first month, with the industrial chain customers returning to work in succession, the demand for DOP rose, the enthusiasm of DOP transaction warmed up, and the price of DOP stabilized. However, it is still difficult to determine whether the high price DOP can be maintained.

1、 Price trend

According to the block data list of business news agency, on February 7, the average price of domestic phosphoric acid was 5050 yuan / ton, which was the same as that at the beginning of the week, up 0.66% month on month, and down 5.31% compared with the same period last year.

2、 Market analysis

The phosphoric acid market is weak and stable this week. The market price of raw material yellow phosphorus is basically stable, slightly higher than last week, but it is difficult to drive the phosphoric acid market. At present, the downstream demand is stagnant. Since the 8th, most phosphoric acid enterprises have stopped work for holidays, and the market as a whole is closed. Therefore, the price of phosphoric acid is mainly stable before the Spring Festival. According to the monitoring of the business agency, as of February 7, the quotation in Sichuan was 4900-5500 yuan / ton, that in Yunnan was about 4900 yuan / ton, that in Beijing was about 4700 yuan / ton, that in Hubei was about 4900-5200 yuan / ton, that in Tianjin was about 5600 yuan / ton, and that in Guangxi was about 5400 yuan / ton.

Regional ﹣ product specification ﹣ date ﹣ price (yuan / ton)

Sichuan Province: 85% industrial grade – 4900-5500

Hubei Province: 85% industrial grade – 4900-5200

Yunnan Province: 85% industrial grade – 4800-4900

The content of ﹣ phosphoric acid in Guangxi: 85% industrial grade ﹣ 5000-5400

In Beijing and Tianjin area, the content of Pu is 85% industrial grade, 4700-5600

Yellow phosphorus, domestic yellow phosphorus market price is basically stable this week, slightly higher than last week. Up to now, the mainstream price of yellow phosphorus in Yunnan is about 16300-16600 yuan / ton; the mainstream price in Sichuan is about 17000 yuan / ton; the mainstream price in Guizhou is about 16500 yuan / ton. The price of upstream phosphate rock basically remained stable. Downstream years ago, the preparation of goods entered the closing stage, there was no significant change in the quotation of enterprises, and the phosphoric acid Market tended to be stable. Yellow phosphorus business analysts believe that the Spring Festival holiday is approaching, yellow phosphorus general market trading atmosphere, sporadic delivery enterprises. It is expected that the price of yellow phosphorus will be stable in the short term.

For phosphate rock, as of February 5, in Hubei Province, the price of 28% ammonium phosphate rock is around 370-390 yuan / ton, and the price is basically stable. Guizhou region: 30% grade phosphate ore car plate quotation reference 340-380 yuan / ton nearby; 28% grade phosphate ore car plate quotation reference 280-320 yuan / ton nearby. Guangxi region: 28% of the price of phosphate rock slab is around 290-320 yuan / ton, and 30% of the price of phosphate rock slab is 340-370 yuan / ton. Downstream enterprises in the domestic phosphorus ore market have suspended receiving orders one after another, and the mines are mainly supplying orders from old customers in the early stage. Phosphorus ore analysts from the business community believe that the phosphorus ore market is mainly stable on the eve of the Spring Festival.

3、 Future forecast

According to the phosphoric acid analysts of Shangshe chemical branch, at present, the raw material price is relatively stable, the downstream demand is stagnant, and most phosphoric acid enterprises also shut down for holidays. The market as a whole is closed. It is expected that the phosphoric acid price will run smoothly before the Spring Festival.