On July 6, the price trend of acetic acid decreased slightly, and the average market price in East China decreased by 0.31% compared with the previous working day. The quotation of enterprises is temporarily stable. At present, the downstream demand is light, the market entry follow-up is dominated by rigid demand, the on-site trading is general, the shipment of enterprises is poor, the inventory pressure increases, the goods are negotiated by the goods holders, the trading atmosphere is general, the mentality of the operators is wait-and-see, the short-term acetic acid market is weak, and the price may be reduced slightly. Pay attention to the market transaction situation specifically.

Trade name: cryolite

Latest price (July 5):7600 yuan / ton

Key points of analysis: the cryolite market is stable today, and the average production price in Henan is flat compared with the previous working day. At present, the upstream raw materials are still tight, the fuel price is high, resulting in increased production costs of enterprises, low load operation of many cryolite devices in the field, tight inventory of enterprises, stable downstream demand, smooth shipment of enterprises, and cryolite prices remain high.

Aftermarket forecast: the short-term cryolite market will be sorted out at a high level, and the aftermarket will pay attention to the market supply.

It can be seen from the trend chart that the market price trend of p-xylene is temporarily stable. The domestic p-xylene price is 10000 yuan / ton. Recently, the domestic p-xylene supply is normal, the domestic PX operating rate is more than 70%, the domestic p-xylene supply is general, and the overseas unit operation is relatively normal, so the domestic p-xylene price remains high. Recently, the international oil price rose slightly, and the trend of PX external price fell back. On the 1st, the closing prices in Asia were $1202-1204 / ton FOB South Korea and $1220-1222 / ton CFR China. Recently, the operating rate of PX units in Asia has remained low. On the whole, the operating rate of paraxylene units in Asia is about 60%. The supply of PX goods in Asia is normal. Chen Ling, PX analyst of business society, believes that the current short-term crude oil price is still supported, The downstream PTA and textile industry fell back, and it is expected that the market price of paraxylene may stabilize temporarily in the later period.

On July 1, the rare earth index was 839 points, down 6 points from yesterday, down 16.68% from 1007 points (2022-02-24), the highest point in the cycle, and up 209.59% from 271 points, the lowest point on September 13, 2015. (Note: the period refers to 2011-12-01 to now)

The trend of domestic rare earth index fell, the price trend of domestic light rare earth praseodymium and neodymium series fell, the price of metal praseodymium and neodymium fell by 5000 yuan / ton to 1.135 million yuan / ton, the price of praseodymium and neodymium oxide fell by 5000 yuan / ton to 927500 yuan / ton, the price of neodymium oxide fell by 10000 yuan / ton to 1.185 million yuan / ton, the price of praseodymium oxide fell by 5000 yuan / ton to 962500 yuan / ton, and the price of metal praseodymium fell by 15000 yuan / ton to 1.23 million yuan / ton, The price of dysprosium oxide fell by 10000 yuan / ton to 2.48 million yuan / ton, the price of dysprosium metal fell by 20000 yuan / ton to 3.22 million yuan / ton, the price of dysprosium ferroalloy fell by 20000 yuan / ton to 2.445 million yuan / ton, the domestic light rare earth market price fell slightly, the recent procurement is general, the domestic heavy rare earth market dysprosium series price trend fell, terbium series price fell, the downstream purchase is mainly on demand, and Myanmar banned exports, It is expected that the domestic rare earth market price may decline slightly in the later period.

Trade name: TDI

Latest price (June 30): 17675 yuan / ton

Key points of analysis: the average market price of TDI in East China today was slightly reduced by 0.114% compared with the previous working day, and the market was sorted out and operated. The news on the floor is quiet, the factory has a strong market mentality, the downstream demand is weak, there are a small number of inquiries on the floor, which just need to be followed up, the goods are held for negotiation, the market trading is generally light, and the mentality of the operators is mainly stalemate. At present, the quotation range of dealers in East China is about 17300-17600 yuan / ton for domestic goods and about 17500-18000 yuan / ton for Shanghai goods.

Future forecast: the short-term TDI market will wait and see the consolidation and operation, and pay attention to the market supply and downstream follow-up.

Trade name: TDI

Latest price (June 29): 17700 yuan / ton

Key points of analysis: the average price of TDI market in East China today is flat compared with the previous working day, and the market situation is waiting to be sorted out. The terminal industry is in the traditional off-season, with weak downstream demand, the factory’s attitude of supporting the market, the offer of the shipper is large, stable and small, a small number of on-site inquiries just need to be followed up, the overall market trading is light, and the operator’s attitude is stalemate and wait-and-see. At present, the quotation range of dealers in East China is about 17400-17600 yuan / ton for domestic goods and about 17500-18000 yuan / ton for Shanghai goods.

Aftermarket forecast: the short-term TDI market is weak, and the market supply and downstream follow-up are specifically concerned.

Trade name: cryolite

Latest price (June 28):7600 yuan / ton

Key points of analysis: the cryolite market continues to be stable today, and the average production price in Henan is flat compared with the previous working day. Due to the shortage of upstream raw materials, the higher fuel cost of the superimposed enterprise, the higher production pressure of the enterprise, the low load operation of the cryolite device in the yard, the low inventory, the stable demand of the downstream, the smooth shipment of the enterprise, and the quotation of the cryolite manufacturer maintained a high level.

Future forecast: the short-term cryolite market will run stably for the time being, and the future market will pay attention to the market supply.

Trade name: PVC

The latest price is 7472.5 yuan / ton

Key points of analysis: on June 27, the domestic spot price of PVC was weak, and the futures price fell continuously, suppressing the sentiment of the spot market. At present, the confidence of PVC spot market is insufficient. Downstream enterprises and traders are obviously in a wait-and-see mood. They are cautious in taking goods, have a weak willingness to purchase, and have a poor delivery in the PVC spot market.

Forecast: PVC spot market is weak in the short term

This week (6.17-6.24), the butadiene rubber market fluctuated slightly. According to the monitoring of business agency, as of June 24, the domestic CIS polybutadiene rubber price was 14810 yuan / ton, down 0.34% from 14860 yuan / ton last Friday, and the low point in the week was 14780 yuan / ton. The price of raw materials fell, the maintenance of enterprises’ devices, long and short CIS polybutadiene rubber factors intertwined, and the market was shaken and consolidated.

This week (6.17-6.24), the ex factory price of cis-1,4-polybutadiene rubber of domestic enterprises was stable. According to the monitoring of business agency, as of June 24, the ex warehouse price of Qilu Shunding of Sinopec North China sales company was 14700 yuan / ton; The high price of international crude oil and raw butadiene fell; ChuanHua / Zhenhua and other Shunding units are restarted, while Maoming / Wanda and other units are shut down, resulting in little pressure on the supply side; However, the market transaction was slightly deadlocked, and the market offer of CIS polybutadiene rubber fell slightly.

This week (6.17-6.24), butadiene prices fell slightly, and cost support continued to weaken. According to the monitoring of business agency, as of June 24, the price of butadiene was 11157 yuan / ton, down 1.17% from 11290 yuan / ton last Friday.

The natural rubber market fluctuated slightly. According to the monitoring of business news agency, as of June 24, the price of natural rubber was 12776 yuan / ton, up 0.60% from 12700 yuan / ton at the beginning of the month.

More than 60% of the downstream tires were started, which supported the rubber demand to some extent, but resisted the high price goods, and the high price transaction in the market was slightly deadlocked.

Future forecast: according to the analysts of the business club, the cost of raw materials has dropped and the pressure on the supply side is not great, but the market has a slight resistance to the high price. It is expected that the price of CIS polybutadiene rubber will fluctuate and consolidate in the short term.

Trade name: TDI

Latest price (June 23): 17700 yuan / ton

Key points of analysis: the average market price of TDI in East China today increased by 1.00% compared with the previous working day, and the market price rose. The plant in Shanghai is about to be overhauled. The supplier’s attitude towards the market is obvious. The offer of the goods holder has increased slightly. In terms of downstream demand, the market inquiry has increased. The continuation of market trading just needs to be followed up. The atmosphere in the venue is mainly stalemate. At present, the quotation range of dealers in East China is about 17400-17600 yuan / ton for domestic goods and about 17500-18000 yuan / ton for Shanghai goods.

Aftermarket forecast: the short-term TDI market is in a stalemate and may rise in the aftermarket. Specific attention should be paid to the market supply and downstream follow-up.