According to the data monitoring of the business agency, the domestic market of cis-1,1-11-10 fell in the first ten days of November (11.1-11.10), with the price at 11060.00 yuan / ton at the beginning of the month, and 10640.00 yuan / ton as of November 10, with an overall decrease of 3.8%.

In the first ten days of November, the ex factory price of some domestic cis-1,4-polybutadiene rubber and petrochemical manufacturers was reduced by 200 yuan / ton. As of November 10, the ex warehouse price of Daqing cis-1,4-butadiene of PetroChina Northeast sales company was implemented at 10700 yuan / ton. In November, the operating rate of domestic petrochemical CIS polybutadiene rubber plant did not change significantly compared with that at the end of October, and the overall operating rate was around 70%. According to the business agency, Yantai Haopu New Material Technology Co., Ltd. shut down the 60000 ton nickel based high CIS polybutadiene rubber plant on November 24 and restarted operation on November 2; Yanshan Petrochemical’s 120000 T / a nickel based CIS polybutadiene unit was in normal operation, and the rare earth cis-1,1-polybutadiene unit was shut down The 100000 t / a high CIS polybutadiene rubber plant of Yangzi Petrochemical Co., Ltd. will be shut down for maintenance from November 4, with an estimated time of 7-12 days; the cis-1,4-polybutadiene units of Lande, Qixiang and Qilu are in normal operation.

Raw material prices slightly lower, the cost of cis-1,4-polybutadiene rubber support weakened. According to the monitoring of the business agency, as of November 10, the butadiene price was 9185 yuan / ton, slightly lower than 9200 yuan / ton at the beginning of the month.

The start-up of downstream tire market continued to rise slightly, and the start-up of all steel tire and semi steel tire remained above 70%, and there was rigid demand for rubber.

At present, the downstream support of cis-1,4-polybutadiene rubber is still obvious. On the one hand, the raw material butadiene enters a short-term stable period, and the cost support strength is weakened; on the other hand, it is the correction and adjustment of the early excessive growth. On the whole, there is no short-term strong negative factor in the market, and the cis-1,4-polybutadiene rubber industrial chain is still in a relatively strong stage.

In the early stage, however, it is expected that the rubber price will remain high in the early stage, and the price of raw materials will remain high in the future.

Trade name: sulfuric acid

Latest price (November 9): 402.50 yuan / ton

On November 9, the market price of sulfuric acid in Shandong Province rose by 5.0 yuan / ton or 1.26% compared with the price quoted on November 6. The upstream sulfur market has risen slightly recently, the cost support is good, the downstream purchasing enthusiasm is general, and the sulfuric acid supply is normal.

Recently, the market price of sulfuric acid in Shandong Province may fluctuate slightly, and the quotation is about 410 yuan / ton.

This week (11.2-11.6) the domestic cyclohexanone market downturn finishing. According to the monitoring data of business agency, the average price of cyclohexanone in the domestic market was 5850 yuan / ton at the beginning of the week, and 5866 yuan / ton at the weekend. The price increased by 0.28% during the week, increased by 2.62% month on month, and decreased by 22.81% year on year. At present, the downstream polymerization plant and caprolactam are slightly weak, the chemical fiber list is shelved, and the shipment of cyclohexanone is not smooth. The traders frankly said that there is no order in the near future. The pressure of cyclohexanone delivery is still on the high side, and the price keeps falling. Business agency cyclohexanone analysts expect that the next week domestic cyclohexanone market finishing.

Regional price

6200-6300 yuan / ton in East China

6300-6400 yuan / ton in South China

5950-6050 yuan / ton in Shandong, cash delivery

Trade name: calcium carbide

Latest price (November 2): 2896.67 yuan / ton

On November 2, the ex factory price of calcium carbide in Northwest China rose by 33.34 yuan / ton, or 1.16%, compared with that on October 30. The price of raw materials is low, and the cost of calcium carbide is generally supported. But the downstream PVC market rose slightly recently, downstream customers are more active in purchasing calcium carbide, and calcium carbide supply is normal.

In the near future, the factory price of calcium carbide in Northwest China will rise slightly: the manufacturer’s quotation is about 2900 yuan / ton.

The commodity index of hydrogenated benzene on October 29 was 38.05, down 0.03 points compared with yesterday, 62.70% lower than 102.01 points (2014-01-09), 26.88% higher than 29.99 points on April 07, 2020. (Note: the period refers to December 1, 2013 to now).

In October 2020, the hydrobenzene market will rise after shocks. The factory price in North China will rise by 3.45% from 3332.50 yuan / ton at the beginning of the month to 3447.50 yuan / ton at the end of the month.

Summary of price adjustment of pure benzene in Sinopec (East China) in October 2020 (unit: yuan / ton)

Price adjustment amount after date adjustment

October 9 3300 – 150

October 14 3350 + 50

October 16 3400 + 50

October 20 3500 + 100

October 22 3600 + 100

In October 2020, the price of pure benzene of Yangzi Petrochemical (Sinopec East China) will be lowered once and increased four times. As of October 22, the price will be 3600 yuan / ton.

It can be seen from the price trend chart of hydrogenated benzene in Shandong Province monitored in the above figure that the price of hydrogenated benzene Market in this month was relatively stable at the beginning of the month, the basic replenishment was completed before the festival, the market opened quietly after the festival, the price was temporarily stable, and the transaction was general. In the middle of the year, it was in the rising channel, driven by the rising styrene downstream and the rising external market. Affected by this, the market mentality was obviously improved, and the ex factory price of pure benzene rose one after another. Sinopec was listed on the 14th, 16th, 20th and 22nd, which increased by 300 yuan / ton, and Sinopec’s quotation was 3600 yuan / ton by the end of the month. Hydrogenated benzene followed the trend, the atmosphere was warm, downstream purchase on demand, but a deal. After that, with the bidding price of upstream crude benzol increased significantly, the cost pressure of hydrogenated benzene increased, and the support of downstream styrene to upstream was weakened, the pure benzene hydrobenzene market gradually returned to the dominant position of supply and demand changes. At the end of the month, the hydrobenzene market was mainly consolidated, the bidding price of crude benzene was reduced, and the industrial chain returned to a small adjustment trend.

In terms of downstream demand, at present, the main demand areas for hydrogenated benzene and pure benzene in East China and North China have more unit maintenance from late October to November. If the unit is shut down on time, the overall market demand is expected to weaken. However, at the end of the fourth quarter, some new production capacity will be put into production in North China. Affected by this positive effect, the mentality of market participants remains stable for a long time.

In terms of aftermarket, the business community believes that at present, the influence of fundamental factors is less, the market trend mainly follows the change of supply and demand in the nature of the market, and the hydrobenzene market will be mainly consolidated in the short term. In the fourth quarter, we still need to focus on the impact of new downstream capacity and crude oil price on the market.

Ethylene oxide has been consolidated for more than two months, but only in Northeast China is stable and small. The national ex factory price including tax ranges from 7200 yuan / ton to 7400 yuan / ton, of which the factory tax inclusive price in mainstream East China is 7200 yuan / ton.

Ethylene market weak downward, the decline is very obvious, as of today (30), ethylene CFR Northeast Asia price is 775.00 US dollars / ton. The supply of ethylene glycol is loose, the fundamentals are weak, the surfactant market is mainly sorted out, and the ethanolamine supply is sufficient to meet the weak demand. The main downstream polycarboxylate superplasticizer monomer market is declining, and the peak season of gold, silver and ten is not fully prosperous. At present, the trend of monomer supply exceeding demand is hard to shake, the fundamentals are weak and the market atmosphere is strong. The tight supply of ethylene oxide continues, and the decrease of supply forms a certain support for the market, but under the influence of negative factors, the price has entered a dilemma.

We should pay close attention to the change of supply and demand in the later stage.

1、 Price trend

As of October 28, the average price of refrigerant R22 was 13833.33 yuan / ton, which was flat compared with last Wednesday, 6.74% lower than the beginning of the month, 6.74% lower than the beginning of the month, and 20.19% lower than the beginning of the year, according to the bulk data monitoring of the business agency.

2、 Market analysis

Recently, the R22 market of refrigerant market has been running weakly and steadily, and the price has dropped steadily. Downstream major air conditioning manufacturers started low, demand was scarce, foaming agent demand decreased, orders were not many, the demand side is difficult to boost the market, raw material surface hydrofluoric acid and chloroform industry trend is stable, there is no good signal, although the end of the year quota reduction, but the market return to buyer led, R22 short-term market weakness is still. According to the price monitoring of the business agency, as of October 28, the prices of mainstream manufacturers of refrigerant R22 market were about 12500-16500 yuan / ton, and the actual transaction price was low.

In terms of raw materials, on October 28, the mainstream price of domestic anhydrous hydrofluoric acid manufacturers was 7700-8300 yuan / ton. The ex factory prices of domestic manufacturers remained stable. The operating rate of domestic hydrofluoric acid manufacturers was general, and the on-site supply was normal, which was affected by the stable price of fluorite. However, the demand of the downstream refrigerant industry was poor, and the on-site procurement was mainly based on demand. It is expected that the on-site price will remain low in the future.

Trichloromethane: at present, the domestic chloroform market is affected by the high price of raw materials, and the production cost is high. However, the purchasing intention of the downstream market is flat, and most of them hold a wait-and-see attitude towards chloroform. Therefore, some enterprises reduce the burden and reduce the pressure. It is expected that the price of chloroform will remain stable in a short time.

3、 Future forecast

According to the refrigerant analysts of the business agency, the support of the raw material end is insufficient, the downstream demand is sluggish, the market transaction atmosphere is general, and the R22 market is running weakly and steadily, and the price is falling steadily. It is expected that refrigerant R22 will continue low consolidation in the short term.

According to the monitoring of the bulk data of the business agency, affected by the high price of raw materials, the market of dichloromethane in Shandong has risen steadily. As of October 27, the average price in Shandong was about 3100 yuan / ton, up 1.64% compared with the same period last week and 19.23% higher than that at the beginning of the month.

Production capacity and operation of the enterprise

440000 T / A in Jinling, Shandong Province

Dongying Jinmao 120000 tons / year parking

Low load of 400000 tons / year in Luxi Chemical Industry

Shandong Dongyue: 280000 tons / year: 30%

Jiangxi Liwen: 120000 tons / year: 30%

Jiangsu Liwen: 160000 tons / year

Jiangsu Meilan 200000 tons / year 70%

Quhua, Zhejiang: 300000 yuan / year: 70%

Zhejiang Juhua: 300000 tons / year: 50%

At present, the price of dichloromethane in China has risen to a high level, and the downstream market has not accepted it very well. As the market trading activity has declined, with the continuous increase of raw material liquid chlorine, the cost of dichloromethane production enterprises is high, and the enterprises are forced to follow the increase. At present, the price of dichloromethane in Shandong is about 3100-3140 yuan / ton, that of Jiangsu Liwen is about 3550 yuan / ton, and that of Jiangxi Liwen is about 3050 yuan / ton.

In terms of upstream market, methanol market is running at a high level with low market inventory. Downstream enterprises and traders are active in purchasing and operating strongly in a short period of time. At present, the liquid chlorine market is affected by the maintenance plan of main production enterprises, and the downstream and traders’ intention to prepare goods increases, and the market transaction is active, and the price of liquid chlorine is firm and upward. At present, the mainstream quotation in the industry is about 1200-1400 yuan / ton.

In terms of downstream market, the refrigerant market is weak and stable, the domestic market is weak, the transaction environment continues to be depressed, traders are cautious in taking goods, and the market is expected to weaken in the short term; the pharmaceutical and agricultural solvent industry started smoothly, and there is insufficient support for dichloromethane.

Analysts of methane chloride data from business society believe that at present, domestic dichloromethane is affected by the high price of raw materials, and the production cost is high. However, the purchasing intention of downstream market is flat, and they hold a wait-and-see attitude towards dichloromethane. Therefore, some enterprises reduce the burden and reduce pressure, and it is expected that the price of dichloromethane will remain stable in a short period of time.

1、 Price trend

According to the price monitoring of the business agency, on October 26, the average price of salicylic acid (industrial grade) mainstream manufacturers was 13500 yuan / ton, which was flat on the previous day, up 2.53% month on month and 11.96% lower than that at the beginning of the year.

2、 Market analysis

On October 26, the salicylic acid market was stable temporarily, and the market was relatively stable. In October, the salicylic acid market has improved, the demand has gradually rebounded, and after the early price reduction and promotion, the shipment situation has improved. However, the overseas market is still uncertain, and the export has not changed significantly compared with the previous one, which is relatively stable. The purchase volume is not large, the manufacturer’s shipment is stable, and the sales pressure is not great. The enthusiasm of traders to take goods is improved, and the price is firm. As of October 26, the industrial price of salicylic acid is mostly in the range of 10000-15000 yuan / ton, and the price is stable; the price of pharmaceutical grade is mostly in the range of 23000-25000 yuan / ton, and the price is stable; the price of sublimation level is mostly in the range of 15000-20000 yuan / ton, and the actual transaction is mainly through negotiation.

Last week, the phenol market was weak, and the market continued to decline. The phenol market has been in a stalemate. When the phenol market went up in the early stage, most downstream users had a wait-and-see view on the later stage of the market, but it was also the case. In the current market of 5450 yuan / ton in East China, the terminal was still mainly in demand, and the sentiment of large quantity replenishment was not high, and there was also pressure on the shipholders. At present, the market price was under the pressure of cost, and the profit making space was not large, and the trading was slightly deadlocked. The domestic phenol Market is expected to fluctuate in a narrow range, and the reference price of phenol in East China is predicted to be about 5500 yuan / T.

3、 Future forecast

Salicylic acid analysts of the business agency believe that: in October, salicylic acid market is warming up, demand is gradually rising, and after the early price reduction and promotion, the shipment situation is better, the market wait-and-see atmosphere is strong, and the salicylic acid price trend is expected to be relatively strong in the short term.

On the 22nd, the domestic phenol market continued to be weak, and there were still traders making profits and actively shipping on the floor. The downstream just needed to follow up and actively replenish, and the willingness to store goods needs to be released. There is still pressure on shippers to ship goods. There is a little profit yield when the market goes with the market, but there is too much room for profit making under the pressure of cost. Looking back this year, the phenol market has been bumping forward in the deadlock. Seeing that gold, silver and ten have passed, most market people are under pressure.

At present, the operating rate of domestic phenol ketone plant is maintained within 80%, and the port supply will continue to be replenished next week. Under the unfavorable factors of Lihua Yiwei yuan phase II commissioning and Zhejiang Petrochemical phenol ketone plant restart, it is difficult to say that the market is optimistic in the later stage. The business association predicts that the domestic phenol market will fluctuate in a narrow range in the short term, and the specific market sentiment still needs to be paid close attention to. Near the end of the month, although there are not many contract holders, the negative factors such as plant production and port supply are also in front of us. The business association predicts that the reference offer space of East China market is 5360-5550 yuan / ton.

The quotations of phenol in various markets in China yesterday were as follows:

Regional price rise and fall

East China 5500

5700 – 50 in Shandong Province

The surrounding area of Yanshan mountain is 5800 – 50

South China 5600 – 100

Trend chart of phenol average price in national market