The upstream fluorite and hydrofluoric acid market remained stable, and the overall market price remained stable. The overall market price of aluminum fluoride remained stable. According to business agency data, the domestic price of aluminum fluoride on September 25 was 8833 yuan / ton, which was flat compared with the beginning of the week.

The price trend of domestic fluorite market is stable for the time being. Recently, some manufacturers have reported that their goods are not in good condition, and the downstream demand is not improved, and the fluorite price changes little. Domestic fluorite manufacturers have been operating stably, the on-site mines and flotation devices have been started normally, and the price trend of fluorite market is temporarily stable.

The prices of raw materials such as fluorite and hydrofluoric acid in the upstream remain low and volatile, and the aluminum fluoride market is weak. In addition, the overall operating rate of aluminum fluoride is high, and the spot inventory of some factories is high. The overall inventory of aluminum fluoride industry is on the high side, and the price of aluminum fluoride is low. Under the game between supply and demand, the transaction price of aluminum fluoride has little fluctuation. The overall price of aluminum fluoride market remained stable.

Analysts of aluminum fluoride industry in the chemical branch of business society believe that: the upstream fluorite price is low, and the current aluminum fluoride inventory is high, the low price pressure plate of the downstream electrolytic aluminum plant, and the price of aluminum fluoride is weak. It is expected that the aluminum fluoride market will continue to operate stably in the near future.

According to statistics, the price trend of domestic p-xylene factory was temporarily stable this week, with an average price of 4600 yuan / ton at the weekend, which was temporarily stable compared with the price of 4600 yuan / ton at the beginning of the week, with a year-on-year decrease of 30.3%.

The domestic PX operating rate is about 60%. The operation of Hongrun 600000 ton new unit is stable, Huizhou refining and chemical plant is stable, fuhaichuang plant is on the first line, Pengzhou petrochemical plant is running stably, Yangzi Petrochemical PX unit is running normally, Jinling Petrochemical plant is running smoothly, Qingdao Lidong unit is operating at full load, Qilu Petrochemical plant is running stably The start-up of Urumqi petrochemical plant is about 50%, and Hainan refining and Chemical Co., Ltd. has started a production line. Hengli petrochemical plant is in normal operation, the domestic p-xylene supply is normal, and the domestic p-xylene market price trend is temporarily stable. This week, the operating rate of PX plant in Asia is about 70%. The supply of PX goods in Asia is normal. The price trend of PX in external market this week is declining. As of the end of the week, the closing price of PX market in Asian region is 518-520 USD / T FOB Korea and 536-538 USD / T CFR China. This week, the external price of PX has dropped slightly. More than 40% of domestic products need to be imported, and the closing price of PX external market is lower Domestic market has brought a certain negative impact, domestic PX market price trend is temporarily stable.

The U.S. WTI crude oil futures market price fell slightly this week. As of the 24th, the settlement price of the main contract in the U.S. WTI crude oil futures market was at $40.31/barrel, and the settlement price of the main contract in the Brent crude oil futures market was at $42.46/barrel. According to relevant news, OPEC production cuts and US production reductions are expected to help global crude oil inventories continue to decline for the rest of this year and most of next year, thus making the global oil market relatively balanced by the end of 2021. EIA estimates that the OPEC production reduction agreement and other regions’ production decline (mostly in North America) have led to global supply falling below the demand level for the first time since mid-2019. EIA pointed out that this supply gap has helped the huge global inventory decline since June, and the international crude oil price trend has declined slightly, which is a negative impact on domestic petrochemical products, and the domestic market price of p-xylene The trend is stable for the time being.

This week, the price trend of downstream PTA market dropped sharply. As of the end of the weekend, the PTA Market in East China had been negotiated at 3400-3450 yuan. Recently, the starting load of PTA industry was 87%. The restart of its own device, the fall of oil price and the recovery of demand were limited. The superposition of negative factors led to the decline of PTA price. Downstream polyester market is weak, production and sales are light. Raw materials fell with crude oil, polyester Market wait-and-see atmosphere increased, demand weakened. Inventory continued to rise, polyester market overall inventory concentrated in 33-41 days; specific products, POY inventory to 12-18 days, FDY inventory to 23-35 days, and DTY inventory to 31-44 days. The price of the factory is stable and weak, and some factories are willing to negotiate on a preferential basis. The downstream market is not good, and the PX price trend is stable temporarily.

On the whole, the demand of textile industry has not improved significantly, the order performance is not stable, and the terminal demand is poor. For upstream Px, on-demand procurement is the main factor, and the price trend of PX market is stable.

Chen Ling, PX analyst of business agency, thinks that the recent trend of crude oil price has fallen, but the operating rate of downstream textile enterprises is general, PTA market price is falling, domestic PX market supply is normal, and it is expected that PX market price will decrease slightly next week.

1、 Market price trend chart of paraformaldehyde

Polyoxymethylene price curve

According to the monitoring of the business agency, the average price of paraformaldehyde (96) in Shandong Province at the beginning of the week was 4466 yuan / ton, and the average price at the weekend was 4500 yuan / ton, up 0.75%.

2、 Market analysis

Shandong aldehyde Chemical Industry Co., Ltd., with an annual output of 30000 tons of paraformaldehyde, Polyoxymethylene (96) ex factory, including tax, quoted 4600 yuan / ton, which was the same as last week. Linyi Shengyang Chemical Co., Ltd., with an annual output of 9000 tons of paraformaldehyde, Polyoxymethylene (96) ex factory, including tax, quoted 4300-4400 yuan / ton, which was 100 yuan / ton higher than last week. Zibo Qixing Chemical Technology Co., Ltd., with an annual output of 10000 tons of paraformaldehyde, Polyoxymethylene (96) ex factory, including tax, quoted 4600 yuan / ton, which was the same as last week. The price of paraformaldehyde in some areas has been adjusted slightly. Paraformaldehyde is acceptable.

According to the business agency monitoring, the upstream methanol situation, this week methanol prices slightly increased, up 0.28%.

3、 Future forecast

Upstream methanol market fair, business community paraformaldehyde analysts believe: polyoxymethylene prices will be on the main.

1、 Price trend

The comprehensive price of potassium chloride rose slightly this week. This week, the average price of mainstream comprehensive quotation of potassium chloride rose from 1875.00 yuan / ton at the beginning of the week to 1925.00 yuan / ton at the end of the week, with an increase of 2.67%, and a year-on-year decrease of 13.68% compared with the same period of last year. Overall, the market of potassium chloride rose slightly this week, and the commodity index of potassium chloride on September 18 was 61.11.

2、 Market analysis

This week, the mainstream manufacturers’ quotation of potassium chloride rose slightly: the factory price of Qinghai Salt Lake potassium chloride at the weekend was 1850 yuan / ton, which was temporarily stable compared with the beginning of the week; the weekend marketing quotation of Anhui Badou potassium chloride was 2000 yuan / ton, which was 100 yuan / ton higher than that at the beginning of the week. The actual turnover of potassium chloride market this week is not good. Overall, the main contradiction in the market is that supply exceeds demand, the trading atmosphere is cold, the downstream procurement is mainly on demand, the overall inventory is low, the purchasing market momentum is low, and the domestic potassium chloride market is stable.

3、 Future forecast

In late September, the overall trend of potassium chloride market or low consolidation. The market of potassium chloride is facing the pressure of three mountains, namely, the large stock in Hong Kong, the weak demand and the downward trend of international prices. Therefore, the main contradiction in the current market is that supply exceeds demand. Potassium chloride analysts of the business club believe that the short-term potassium chloride market is mainly low consolidation under the influence of supply and demand and raw materials.

According to the data monitoring of business agency, as of September 18, the reference average price of 30% grade phosphate ore in domestic mainstream areas was around 376.67 yuan / ton, which was the same as that on September 7. Compared with September 1, the average price was reduced by 4 yuan / ton or 0.88% compared with September 1.

This week, the domestic phosphate ore market is mainly weak and stable

This week, the domestic phosphorus ore market trading atmosphere is general, downstream more on-demand procurement, new orders follow-up slowly, the downstream appropriate amount of goods, shipment is not brisk, the industry has a strong wait-and-see mood, procurement is cautious, the industry is looking forward to rising psychology, the current quotation is still stable. The domestic market continued to be weak and stable. At present, the mining enterprises in Sichuan are slowly increasing, and the spot supply of phosphate rock is general. Production and sales in Guizhou are normal, and the downstream replenishment has slightly improved.

Guizhou Qingli group mainly supplies 30% high-quality phosphate ore to old customers in Anhui Province, mainly through negotiation. The new contract price of 30% raw phosphate ore is 300 yuan / ton. The transaction price is about 285 yuan / ton. The price of maoertuo wharf is about 350 yuan / ton.

In terms of the industry, the 10 times of China phosphate stock exchange bid for phosphate ore with a total of 103500 tons in 20 bid sections. The final five bidding sections were successful with a total quantity of 62500 tons, 2 bid sections of Erjie branch company were 22000 tons, and 3 sections of Shangsuan branch company were 40500 tons. Among them, the transaction price of 24.01% raw ore yard of Erjie branch is 159 yuan / ton, and that of 28.1% quality raw ore yard is 252 yuan / ton. The transaction price of 25.99% grade raw ore from anleshan mine to guobangfang distribution yard is 182 yuan / ton; that of huoposhan ore is 277 yuan / ton and that of 28.38% grade raw ore is 285 yuan / ton.

On the downstream side, the yellow phosphorus market rose slightly this week, a small amount of new orders were supplied in the market, and the transaction went up slowly. The ex factory acceptance transaction of Yunnan Net phosphorus referred to 15100-15300 yuan / ton. The phosphoric acid market is stable and the market price is small.

The fluctuation of new single support limited phosphate ore is limited in late September

According to the phosphorus ore analysts of the business society, at present, China’s phosphate ore market is still weak and stable, with insufficient downstream purchasing power, less support for phosphate rock, and lack of large single support in the market. Therefore, it is expected that the demand side of the short-term phosphate ore market will not improve significantly. In late September, the overall phosphate ore market is still weak and stable, and the upward momentum is slightly weak, and the overall market fluctuation is limited.

Trade name: octanol

Latest price (September 26): 7333.33 yuan / ton

On September 16, the factory price of octanol in Shandong increased slightly, which was 166.66 yuan / ton, or 2.33%, higher than that on September 14. The upstream propylene market rose sharply, supporting octanol to some extent, and the downstream DOP market was gradually rising, the downstream purchasing enthusiasm was rising, and the octanol supply was normal.

Recently, the factory price of octanol in Shandong Province has risen slightly: the manufacturer’s quotation is about 7400 yuan / ton.

1、 Price trend

The domestic xylene market rose steadily this week, with an average price of 3630 yuan / ton as of Friday, up 3.3% month on month.

2、 Analysis and comment

Xylene prices rose steadily this week. Port inventory continued to fall, but it was still high. As of the end of this week, East China was about 110000 tons, down about 15000 tons compared with last week, and the pressure to go to the warehouse is still there. Market oversupply, downstream Px, gasoline blending demand improved, isomer xylene demand slightly improved, market transactions improved, overall supply and demand situation tended to be stable. At present, the mainstream price in East China is about 3650 yuan / ton. Worries about the reduction of crude oil demand caused by the new coronavirus epidemic and the impact of geopolitical tightening on economic recovery worries, the future market continued to pay attention to the fluctuation of US dollar index and stock market, the influence of geopolitical situation in the Middle East on crude oil supply, the development progress of new coronavirus vaccine and the continuous spread of overseas epidemic situation, the impact of economic restart recovery on crude oil demand, as well as the situation of global economic recovery and Europe us push The progress of the economic recovery rescue plan.

Upstream, crude oil novel coronavirus pneumonia is facing a severe global epidemic situation, exacerbating the energy demand outlook. In addition, U.S. crude oil inventories rose unexpectedly, traders began to re order oil tankers to store crude oil and diesel oil, Saudi Arabia cut prices sharply, and the situation of global oversupply will continue. As of Friday, spot Brent fell $2.165/barrel to close at $39.045/barrel, down 5.25% from last week. Analysts and traders are short on the outlook for next week’s crude oil, according to fx168′s weekly financial market survey released on Saturday (September 12). Next week will focus on the OPEC + market surveillance group meeting to be held on September 17.

Downstream, in terms of PX market, the listed price of domestic Sinopec’s enterprises was about 4600 yuan / ton this week, and the latest external price was about 528 US dollars / ton FOB Korea and 546 US dollars / ton CFR China. It is expected that the short-term PX market will continue to decline slightly. In terms of PTA market, the market price dropped slightly this week. The domestic PTA spot market price is about 3499 yuan / ton, and the external price is about 444 US dollars / ton CFR China. It is expected that PTA price will continue to decline slightly next week. In terms of ox market, Sinopec’s o-benzene quotation is stable, with the price of 4400 yuan / ton, and the external price of o-benzene is about 530 US dollars / ton FOB Korea and 547 US dollars / ton CFR China. It is expected that the price of o-benzene will fall slightly next week.

3、 Future forecast

Xylene analysts of the chemical branch of the business society think: first, look at the supply cost side, the total number of us oil drilling and EIA, API inventory data, and the implementation of OPEC + production reduction. Second, on the demand side, the impact of the continuous spread of the global second epidemic on the economic restart of crude oil demand, the progress of industrial chain recovery, the geopolitical situation of the Middle East and China and the United States, and the economic and trade situation of Europe and the United States. Third, look at the dollar index and stock market linkage. Next week, we will focus on the fluctuation of US dollar index and stock market, and the impact of Sino US economic and trade situation on the trend of crude oil. Overall, it is expected that xylene prices in the domestic market will adjust next week.

1、 Price trend

On September 11, the average ex factory price of oil to ethylene glycol in North China was 4000 yuan / ton, an increase of 100 yuan / ton or 2.56% compared with last week, according to the business agency.

On September 10, the market price of ethylene glycol in East China was 3840 yuan / ton, down 60 yuan / ton or 1.54% compared with the same period last week.

2、 Analysis of influencing factors

As of September 10, the total ethylene glycol inventory in the main ports of East China was 1370100 tons, a decrease of 6400 tons or 0.46% compared with last Thursday, and a decrease of 29900 tons or 2.14% compared with Monday.

In terms of shipment, the average daily shipment of Zhangjiagang and Taicang remained low this week, with the average daily shipment volume of Zhangjiagang about 6800 tons and Taicang daily average shipment volume of 7000 tons.

At present, the operating rate of ethylene glycol is about 56%, which is higher than that of last week; the operating rate of polyester is about 89%, which is basically the same as last week.

In terms of units, the air separation unit of Anhui hongsifang ethylene glycol plant with an annual output of 300000 tons has been restarted. It is expected that the ethylene glycol link will be started around the 10th, and the finished product No.12 is expected to be produced. For the ethylene glycol plant with an annual output of 360000 tons, line 1 and line 2 of Xinhang energy have been restarted and are running at full capacity basically. The restart time of line 3 is expected to be postponed to the end of September.

3、 Analysis and prediction

As the “golden nine silver ten” traditional consumption season has a positive effect on the confidence of ethylene glycol market, at the same time, the import volume of ethylene glycol has also decreased, which makes manufacturers have a certain expectation of rising prices in the near future. However, with the increase of plant restart news, the newly added capacity in the later stage will gradually increase, and the supply will continue to rise. The recent low ethylene glycol shipment shows that the downstream demand is not strong. In this case, it is obviously difficult for the price of ethylene glycol to get a substantial increase.

1、 Price trend

The price of aniline rose slightly this week, according to the data from the bulk list of business associations. On September 4, the price of aniline in Shandong was 4350-4480 yuan / ton, and that in East China was 4500-4700 yuan / ton, up 1.92% over last week.

2、 Analysis and comment

In terms of cost, due to the end of maintenance of some downstream units in Shandong this week, the purchase enthusiasm for pure benzene increased, and the price of styrene rose, which led to the continuous pursuit of pure benzene. This week, pure benzene port inventory increased slightly, inventory pressure restricts the price rise. This Sunday (September 6), the listed price of pure benzene was 3170-3450 yuan / ton (the average price was 3410 yuan / ton), and the average price was 0.59% higher than last week.

Since August 19, the price of nitric acid in East China continued to stabilize. On September 4, the production price in East China was 1500 yuan / ton.

Aniline rose in Shandong Province stimulated by cost, while spot supply in East China was not much, with an increase of 100 yuan / ton. At present, the inventory of aniline enterprises is not high, and the supply and demand are stable.

3、 Future expectations

In terms of cost, new units will be put into operation downstream in September, and the operating rate is expected to increase. But at present, the profit of downstream products is meager, and the short-term port inventory pressure is not low, and the market news is expected to be weak next week.

Aniline enterprise shipment is stable, consumption growth is expected to be stable next week.

1、 Price trend

2、 Market analysis

According to the data of the business agency, the market of potassium sulfate in Hebei Province is stable this week, and the price of Mannheim potassium sulfate is about 2550 yuan / ton, and that of 50% granules and 52% water soluble powder is about 2650 yuan / ton, which is the same as last week’s price. In terms of water salt system in Qinghai Province, the price of 50% powder to the station is about 2300 yuan / ton. It is understood that at present, the inventory of potassium sulfate in Luozhong and Hami of Xinjiang state investment corporation has been sold out, and it is expected to resume supply to the market in the first ten days of October. There is no obvious change in the potassium sulfate Market as a whole. The price remains high and the operating rate remains high. After the autumn fertilizer production peak season, the market demand begins to decline, and the price will stabilize in the short term. The price of upstream potassium chloride is too low in the early stage. Although there is a recent rise, the market is still mainly wait-and-see, and the transaction is not high.

3、 Future forecast

Potassium sulfate analysts of the business club believe that: the price of potassium sulfate will stabilize in the short term, and the current operating rate will continue to be high. In the case of weakening demand, how the market develops depends on the market reaction.