Trade name: potassium chloride

Latest price (August 23): 3210.00 yuan / ton

On August 23, the mixed price of potassium chloride in Qinghai was temporarily stable, which was the same as the quotation on August 20. The demand for international potash fertilizer is strong, and the available supply of domestic potash fertilizer is tight. Although the production enterprises are fully engaged in production, the operating rate is slightly low and the self-sufficiency rate is insufficient. At the same time, the delivery of international potash fertilizer suppliers is delayed and the arrival at the port is limited.

Recently, the price of potassium chloride in Qinghai may fluctuate slightly, and the quotation is about 3200-3300 yuan / ton.

1、 Price trend

According to the bulk list data of business society, the price of aniline increased continuously this week. On August 13, the price of aniline in Shandong was 10400-10600 yuan / ton and that in Nanjing was 10600-10700 yuan / ton; On August 20, the price of aniline in Shandong was 10900-11100 yuan / ton, and that in Nanjing was 11100-11200 yuan / ton. The price increased by 4.11% compared with the beginning of the month, 38.82% compared with the beginning of the year, and 152.11% compared with the same period last year.

2、 Analysis and review

In terms of cost, due to the delay of import ships in the early stage and the delivery near the end of the month, domestic purchase is more active and pure benzene negotiation is better. However, during the week, crude oil fell deeply, coupled with the continuous decline of styrene, the fundamental support weakened, pure benzene was under pressure, and the price fell. On Sunday (August 22), the price of pure benzene was 7250-7550 yuan / ton (the average price was 7480 yuan / ton), and the average price decreased by 60 yuan / ton or 0.8% compared with last week; Compared with the same period last year, it increased by 119.35%.

The price of nitric acid rose again this week. On Friday (August 20), the production price of nitric acid in East China was 3163.33 yuan / ton, an increase of 2.15% over last week and 110.89% over the same period last year.

Due to the impact of the epidemic, the shipment of enterprises in East China is blocked, but the downstream demand is good and the market bullish mentality is good. The inventory of aniline factories in North China was low, enterprises were reluctant to sell at low prices, and the offer continued to rise.

3、 Future expectations

In terms of cost, the cost side is still likely to decline, and the support for pure benzene is weak; The downstream profit space is expanded, the operating rate is improved, and new units are expected to be put into operation in the downstream, and the demand for pure benzene is better in the near future. Overall, near the end of the month delivery, the pure benzene market may pick up, but crude oil may drag down the price.

Aniline has a good profit margin and is supported by downstream demand. It is expected that aniline will continue to operate strongly next week. In September, the demand for downstream rubber additives may pick up, which is expected to bring good results. Continue to pay attention to the trend of raw material, downstream demand and the dynamics of aniline plant.

According to the monitoring data of business society, after August 3, hydrogen peroxide has started to rise, and the price is rising. As of August 19, the average market price of hydrogen peroxide had risen to 846 yuan / ton, an increase of 4.96%.

According to the weekly fluctuation chart of hydrogen peroxide in business society from May 24 to August 15, 2021, it can be seen that hydrogen peroxide has begun to show a downward trend since late May. Near the end of the month, due to the weakening of terminal demand, hydrogen peroxide began to decline sharply, falling for two consecutive weeks, with a decrease of more than 4%. Since June, hydrogen peroxide has opened the downward channel, falling for three consecutive weeks, with an overall decline of more than 7.5%.

In early July, the decline of hydrogen peroxide Market slowed down, falling for two weeks in the middle and late ten days, and the market rose near the end of the month. Due to the large decline in the early stage, hydrogen peroxide fell sharply as a whole. Throughout July, hydrogen peroxide fell by more than 5.6%. By August, the first week was still mainly down, down 2.81%. In the second week, hydrogen peroxide has ushered in an inflection point. In the third week, hydrogen peroxide continues to rise. From August 3 to 19, hydrogen peroxide has increased by nearly 5%.

On August 19, some domestic hydrogen peroxide manufacturers offered as follows:

The quotation of hydrogen peroxide of Luxi Chemical is 800 yuan / ton, an increase of 40 yuan / ton compared with the beginning of August; The quotation of hydrogen peroxide for Hebei Zhengyuan chemical fertilizer is 820 yuan / ton, up 40 yuan / ton compared with that in early August; The quotation of hydrogen peroxide of Anhui Quansheng chemical is 920 yuan / ton, which is 20 yuan / ton higher than that at the beginning of the month.

Terminal demand increases, hydrogen peroxide ushers in rising trend

Since August, the decline in July has continued in the first week. From the second week, the market of terminal paper industry was stable, the caprolactam market was high, the purchase demand warmed up, the order volume of hydrogen peroxide increased, the manufacturer’s quotation began to rise, and hydrogen peroxide has reached the inflection point. In the week of August 9, the price of hydrogen peroxide increased by 1.64%. In the third week, due to the shutdown and maintenance of some hydrogen peroxide enterprises, the terminal rigid demand increased, which was supported by benefits. The hydrogen peroxide still maintained an upward trend. The average market price reached the first line of 850 yuan / ton, and the price increased by 4.96% compared with the beginning of the month.

On August 19, the price comparison index of hydrogen peroxide and corrugated paper was 112.52, the same as yesterday, down 54.26% from the highest point 246.00 in the cycle (October 21, 2019), and up 4.63% from the lowest point 107.54 on January 29, 2019（ Note: period refers to 2017-01-01 to now)

Since August, the price rise of leading paper enterprises has followed one after another. The price rise notices of base paper leaders such as Jiulong, Shanying and Liwen have been wave after wave, and small and medium-sized paper enterprises have also followed up quickly, quickly throwing out their price rise notices. Tianjin Nine Dragons increased by 300 yuan / ton in two weeks. In addition, the golden nine silver ten is coming, the terminal paper market is boosted, and hydrogen peroxide is mainly rising.

Business agency hydrogen peroxide analyst Li Bing believes that: the traditional peak consumption season is approaching, and the terminal rigid demand support, hydrogen peroxide is expected to continue to usher in a rising market.

According to the monitoring data of business agency, as of August 18, the average ex factory price of n-butanol in Shandong was 15466 yuan / ton. Compared with the price on August 15 (the reference average price of n-butanol was 14700 yuan / ton), the average price increased by 766 yuan / ton, a decrease of 5.22% during the week; Compared with the price on August 1 (the reference average price of n-butanol was 15100 yuan / ton), the average price increased by 366 yuan / ton, or 2.43%.

In early August, the domestic n-butanol market in Shandong fell sharply. Affected by logistics and other factors, downstream replenishment was cautious. The shipment of n-butanol from Shandong factory slowed down, and the market price of n-butanol also fell since early August. As of August 15, the average ex factory price of n-butanol in Shandong fell to 14700 yuan / ton, down 866 yuan / ton compared with the beginning of the month, a half month decrease of 5.57%.

Since the beginning of this week, the trading atmosphere of n-butanol market in Shandong has improved. Downstream users actively replenish goods at low prices, the supply of low-cost goods in the n-butanol field has decreased, and the overall trading focus of n-butanol has begun to rise. In the next two days, the inventory of n-butanol plant in Shandong decreased continuously, the supply pressure decreased, and the n-butanol market continued to rise. As of August 18, the average ex factory price of n-butanol in Shandong rose to 15466 yuan / ton, and the cumulative average price for three days rose by 766 yuan / ton, or 5.22%.

In the upstream, according to the bulk list data of business society, as of August 18, the reference price of propylene oxide was 17025 yuan / ton, up 4.45% compared with August 1 (16300 yuan / ton). The downstream procurement was normal and the market trading atmosphere was acceptable.

Future analysis of n-butanol

At present, the overall performance of the n-butanol market in Shandong is good, the factory inventory is low, and the spot sales pressure is small. Therefore, the n-butanol analysts of the business society believe that in the short term, the n-butanol market in Shandong will be dominated by strong operation.

On August 17, the sulfur commodity index was 96.39, up 3.84 points from yesterday, down 7.17% from the highest point of 103.84 points in the cycle (2011-11-02), and up 273.75% from the lowest point of 25.79 points on February 24, 2020（ Note: period refers to the period from September 1, 2011 to now)

According to the price monitoring of business agency, the price trend of sulfur in East China rose slightly on the 17th, and the average price of sulfur production was 1756.67 yuan / ton, up 4.15% from the previous working day. The overall quotation of refineries in various regions increased according to their own shipment, and the solid-liquid sulfur increased by 30-80 yuan / ton at the same time. It is difficult to find the supply of goods in Hong Kong. The cargo holders are reluctant to sell the goods, and the downstream market is on the sidelines. The refineries in the domestic region operate normally. The traders mainly purchase on demand, the external price is strong, and the mentality of the on-site operators is good.

Future forecast: at present, the domestic sulfur market is running at a high level, the downstream phosphate fertilizer market, domestic demand and export orders are improving, the domestic spot supply is tight, the main actors in the market have better support for sulfur, the mentality of field operators is good, the future sulfur market continues to be strong, and the specific attention is paid to the market transaction.

According to the bulk data monitoring of business society, the price trend of acetic acid rose slightly this week. On August 13, the price of acetic acid was 6083.33 yuan / ton, an increase of 0.27% compared with the quotation of 6066.67 yuan / ton on August 7, and a decrease of 1.67% compared with the beginning of the month. As of August 13, the market price of acetic acid in various regions in China rose and fell as follows:

region August 7th August 13th Price rise and fall

East China 5950-6600 yuan / ton 5950-6600 yuan / ton 0

South China 6000-6100 yuan / ton 5900-5950 yuan / ton – 150/-200

North China 5650-5900 yuan / ton 5650-6050 yuan / ton one hundred and fifty

Shandong region 5850-5900 yuan / ton 6000-6050 yuan / ton 150/250

Jiangsu region 6150-6250 yuan / ton 5950-6050 yuan / ton – two hundred

Zhejiang region 6250-6350 yuan / ton 6000-6100 yuan / ton – two hundred and fifty

Hebei region 5950 yuan / ton 6000-6050 yuan / ton 50/100

This week, the domestic acetic acid finishing operation, with different ups and downs in various regions. The prices in North China, Shandong and Hebei increased. The acetic acid enterprises had maintenance plans, the factory supply was tight, and the market price increased slightly; Affected by public health events in South China, Zhejiang and Jiangsu, logistics and transportation are blocked, market inventory is accumulated, downstream purchase enthusiasm is general, purchase is rational, market trading is insufficient, and enterprise quotation is reduced.

Downstream, the vinyl acetate market fluctuated in a narrow range, and butyl acetate continued to decline during the week due to the decline in the price of raw n-butanol and the weak downstream demand; The ethyl acetate market fluctuated and sorted out. The quotation fell first and then rose within the week. The market trading was OK. It just needs to be followed up. The market will wait and see the sorting operation in the later stage.

According to the acetic acid analysts of business society, there is no obvious difference in downstream demand in various regions in China. The purchase is rational and just needs to be followed up. In terms of market supply, there are obvious differences in various regions. There are sufficient sources of goods in East and South China and tight sources in North China. From the perspective of supply and demand performance, it is expected that the market will be differentiated in the future and pay attention to the situation of enterprise devices.

1、 Price trend

According to the monitoring data of business agency, the average factory price of domestic ammonium sulfate was 1175 yuan / ton on August 9 and 1175 yuan / ton on August 15. The price of ammonium sulfate was stable this week.

2、 Market analysis

This week ammonium sulfate Market weak finishing. The demand for coking grade ammonium sulfate weakens and the market price weakens. The demand for hexyl ammonium sulfate is acceptable, and it just needs to be purchased in the downstream. By the end of the week, the mainstream factory quotation of coking ammonium sulfate in Shandong was 1050-1100 yuan / ton, the mainstream factory quotation of ammonium sulfate in Hebei was 1050-1100 yuan / ton, the mainstream factory quotation of ammonium sulfate in Shanxi was 950-1000 yuan, and the mainstream factory quotation of ammonium sulfate in East China was 1100-1200 yuan / ton. The domestic ammonium sulfate Market is temporarily strong, and the domestic mainstream ex factory quotation is 1100-1200 yuan / ton.

The downstream compound fertilizer market has little change this week. Due to the decline of urea price, the negative situation appears, and the compound fertilizer market may be affected next week. Due to the strong market of raw material ammonium phosphate this week, compound fertilizer enterprises consume more early orders, and the price has not changed yet.

3、 Future forecast

The ammonium sulfate analyst of business society believes that due to the current off-season sales of ammonium sulfate, the market demand has weakened, and the downstream purchases more on demand, with an obvious wait-and-see attitude. Due to the decline of urea, the price of ammonium sulfate is expected to be weak in the short term, mainly finishing and operation, and the price may fall next week.

According to the data monitored by the business agency (the average ex factory price of carbide SG5), on August 12, the average mainstream price of PVC in China was 9225 yuan / ton, an increase of 112.5 yuan or 1.23% over 9112.5 yuan / ton at the beginning of the week, an increase of 0.96% over the beginning of the month and 43.64% over the same period last year.

2、 Market analysis

The PVC market continued to rise this week. The increase range of enterprises in the week was mostly in the range of 100-200 yuan / ton, and the market focus moved upward. Last week, the PVC market fell first and then rose, but it was always difficult to break the stalemate with small fluctuations. After weekend adjustment, the PVC market began to test a small rise on Monday, and the market began to strengthen after a comprehensive rise in the middle and late weeks of the week. The current round of PVC market price rise is mainly due to the power restriction in Inner Mongolia, the decline in the output of raw calcium carbide, high price and short supply. Under the support of cost, some PVC enterprises operate with reduced load, tight supply in the spot market, no pressure on inventory, and the rise of futures price, which drives the price rise in the spot market. At the beginning of August, CFR China was at US $1250 / T, while CFR India rose 50 to US $1400 / T. the external market recovered, and Lido supported PVC to continue its high-level operation.

In terms of spot, at present, the mainstream quotation range of pvc5 electric stone in China is mostly around 9000-9300 yuan / ton. The interval of pvc5 electric stone in Hangzhou is 9240-9350 yuan / ton; The mainstream of pvc5 electric stone in Changzhou is 9250-9350 yuan / ton; The mainstream price of PVC ordinary electric stone in Guangzhou is 9300-9360 yuan / ton; Local market prices rose.

In terms of futures, PVC futures prices rose strongly to above 9300 this week, driving the rise of spot market prices. On August 12, the opening price of v2109 contract was 9325, the highest price was 9365, the lowest price was 9280, the position was 290659, the settlement price was 9320, yesterday’s settlement was 9230, up 90.

region workmanship 8 / 12 (yuan / ton) 8 / 9 (yuan / ton) Rise and fall remarks

East China Calcium carbide method 9270-9370 9200-9280 + 70/+90 Ex warehouse

south China Calcium carbide method 9300-9350 9240-9300 + 60/+50 Ex warehouse

North China Calcium carbide method 9100-9160 9000-9050 + 100/+90 Delivered

southwest Calcium carbide method 9100-9200 8950-9050 + 150/+150 Delivered

International crude oil, on August 11, the international oil price rebounded continuously and rose for two consecutive days. The settlement price of the main contract in the U.S. WTI crude oil futures market was $69.25/barrel, up $0.96 or 1.40%, and the settlement price of the main contract in Brent crude oil futures market was $71.44/barrel, up $0.81 or 1.0%. Data released by the U.S. Energy Information Administration (EIA) on Wednesday showed that crude oil inventories fell last week, improved U.S. employment data and improved liquidity boosted fuel consumption, and the Biden government said it would not support U.S. oil companies to increase production, and supply expectations were good for oil prices.

Ethylene, August 11, European ethylene market, FD northwest Europe quoted 1368-1375 US dollars / ton, CIF northwest Europe quoted 1255-1263 US dollars / ton, up 3 US dollars / ton, August 11, American ethylene market, FD American Gulf quoted 977-996 US dollars / ton, down 121 US dollars / ton, recent American ethylene market fell, demand was average, Asian ethylene market on August 11, CFR Northeast Asia quoted 946-956 USD / T, down 20 USD / T; CFR Southeast Asia quoted 981-991 USD / T, down 20 USD / T. Recently, ethylene prices in Asia have mainly fallen. Affected by the rising price of upstream crude oil, the ethylene market may mainly rise in the later stage.

For calcium carbide, on August 12, the factory price of Northwest calcium carbide was temporarily stable, the price of upstream blue carbon increased slightly, the cost support was good, the downstream PVC market was consolidated at a high level, and the demand for calcium carbide increased. In the future, calcium carbide rose slightly, and a new round of power rationing in Inner Mongolia began. The output of calcium carbide decreased and the supply was in short supply.

3、 Future forecast

PVC analysts of business society believe that at present, the cost is high and in short supply, there is no pressure on PVC inventory, coupled with the strong external market and the strong drive of futures, the spot market is actively pushed up, but in the off-season demand, the operating load of downstream products industry is still not high, and it is difficult to follow up, so it is expected to curb some of the rise. It is expected that there will be more support in the short term, and the PVC market may continue to rise steadily.

According to the monitoring data of the business agency, after the narrow decline of bisphenol A this week, the market is again supported by the auction today. It is reported that the starting price of bisphenol A auction of an enterprise in East China is 25800 yuan / ton, which has gone through four rounds to 26300 yuan / ton. A few downstream participate in the auction. With the help of the auction, the overall offer of the market today is 27000-27200 yuan / ton, and the holders have a strong attitude of supporting the price.

In terms of factories, Lihua yiweiyuan and Nantong Xingchen started construction in 80%, and bisphenol A units such as Sinopec Mitsubishi and Changchun chemical are operating at full capacity. At present, the main factors affecting the price are the small circulation in the trade link, the positive attitude of cargo holders and strong reluctance to sell. Today’s auction is up 500 yuan / ton compared with the last time, which provides strong support for the market.

From the raw material side, the phenol market fluctuated in a narrow range, pushing up 100 yuan / ton today, and the negotiation was 8800-8900 yuan / ton. In view of the high cost, the price support mood of the cargo holders was obvious, the downstream offer mood was poor, which continued to suppress the market, and the transportation was rarely blocked recently. The overall atmosphere was tepid, the participation of intermediaries was low, and the market activity was poor, The trading face is not optimistic. It is expected to maintain narrow fluctuations in the short term.

On the other hand, the raw material acetone market entered August, with an obvious increase and continued to rise. This week, the market was slightly deadlocked. The mainstream negotiation range was 5600-5700 yuan / ton. The market atmosphere was general, the downstream replenishment mood cooled, the traders’ offer kept falling, and the negotiation focus stopped rising and falling.

The downstream liquid epoxy resin is stable in the middle and down, and the business community monitoring shows that the negotiation of liquid epoxy resin is 32500-33500 yuan / ton and the negotiation of solid epoxy resin is 28000-28800 yuan / ton. On the one hand, the rise of raw materials is slightly weak, and the beneficial support is reduced. On the other hand, the logistics transportation is blocked, and the access to the main East China area is limited. Major enterprises offer according to the market and advance steadily, It is expected that the epoxy resin market is easy to fall but difficult to rise in the short term.

According to the business club, the limited spot resources and the boost of bidding have stopped the decline and callback of bisphenol A, but at present, the acceptance of new orders in the downstream is limited. Although the carrier runs at a high price, the on-site spot trading situation is general. The business club expects the short-term bisphenol a market to be strong and tidy up.

1、 Price trend

According to the bulk data list of business society, the average price of domestic phosphoric acid on August 10 was 6816.67 yuan / ton, which was flat compared with the price of 6816.67 yuan / ton last Tuesday, up 16.86% month on month and 41.52% compared with the same period last year.

2、 Market analysis

In the first week of August, the phosphoric acid market was generally stable, and some enterprises reduced their prices slightly. As of the 10th, the raw materials fell by more than 10%, the price was as low as 24000 yuan / ton, and the cost support fell. The quotations of mainstream manufacturers in the phosphoric acid market were still stable, most of them were near 7000 yuan, and those higher and lower were also. The enterprises that closed the market and stopped reporting in the early stage also resumed their quotations, and the rising atmosphere of the market gradually weakened, In addition, the downstream is not enough to buy high-priced phosphoric acid, the market transaction is relatively light, and the mentality of the industry is negative. According to the monitoring of the business community, the quotation in Sichuan is 6650-7300 yuan / ton, that in Hebei is 7700-8200 yuan / ton, that in Hubei is 6800-8000 yuan / ton, that in Jiangsu is 5700-7000 yuan / ton, and that in Yunnan is 7300 yuan / ton. The price of phosphoric acid in various places has been greatly reduced.

region product Specifications date Price (yuan / ton)

Sichuan region phosphoric acid Content: 85% industrial grade August 10th 6750-7300

Hubei region phosphoric acid Content: 85% industrial grade August 10th 6800-8000

Yunnan region phosphoric acid Content: 85% industrial grade August 10th seven thousand and three hundred

Jiangsu region phosphoric acid Content: 85% industrial grade August 10th 5700-7000

For phosphate rock, on August 10, the reference price of phosphate rock was 550.00, which was the same as that on August 1. At present, the supply of domestic phosphate rock market continues to be tight, and individual mining enterprises in Guizhou have suspended their quotation. Phosphate rock analysts of business society believe that in the short term, China’s phosphate rock market will be dominated by high-level consolidation.

On August 10, the reference price of yellow phosphorus was 24666.67, a decrease of 10.84% compared with August 1 (27666.67). At present, the supply of yellow phosphorus in various places is tight, the on-site inquiry is increasing, and there is basically no transaction in new orders. The manufacturer mainly sends early orders, mostly does not make external quotations, and the market is mainly on the sidelines.

3、 Future forecast

According to the phosphoric acid analyst of the chemical branch of the business society, the current high level of raw materials has fallen, C cost support has declined, and the phosphoric acid market is stable and small, but the wait-and-see mood has not decreased. It is expected that the phosphoric acid market may fall with the decline of raw materials in the short term, and the market is stable and weak.