1、 Price trend
According to the bulk data monitoring of business society, as of July 23, the average price of refrigerant R22 was 16333.33 yuan / ton, down 2.2% from the previous day, down 2.78% from the beginning of the month, up 1.2% month on month and 1.03% compared with the same period last year.
According to the bulk data monitoring of business society, as of July 23, the average price of refrigerant R134a was 21000 yuan / ton, down 1.56% from the previous day, 8.43% from the beginning of the month, 8.43% month on month, and 21.62% higher than the same period last year.
2、 Market analysis
The market price of refrigerant R22 fell this week, and the market fell steadily. Hydrofluoric acid, the raw material, has been operating steadily for many months. The price of methane oxide has fallen, and the support on the cost side has weakened. In addition, the demand side has been relatively light, the demand of the air conditioning industry has fallen sharply, the delivery pressure of refrigerant enterprises has increased, traders’ hoarding mood is not high, and the market center of gravity has shifted downward. However, supported by quotas, the price is not easy to fall deeply. As of July 23, the market quotation of R22 is mostly in the range of 15000-16500 yuan / ton, about 16000 yuan / ton in Shandong, about 15000-16500 yuan / ton in Zhejiang, about 15800-16300 yuan / ton in Hunan and about 16000 yuan / ton in Guangzhou. The prices in various regions have fallen steadily.
This week, the market price of refrigerant R134a fell, and the raw material hydrofluoric acid operated stably in many months. However, the focus of trichloroethylene moved down, and the support of cost side fell. In addition, R134a rose too fast in the early stage, but the demand in the off-season was poor, the enterprise inventory increased, the quotation of the carrier fell, the mentality was negative, and there were still downward expectations. At present, the market quotation of R134a is mostly in the range of 19500-22000 yuan / ton, that of Zhejiang is about 1950-22000 yuan / ton, that of Hunan is about 20000-20500 yuan / ton, and that of Guangzhou is about 20000-21000 yuan / ton.
In terms of raw materials, on July 23, the mainstream price of domestic anhydrous hydrofluoric acid manufacturers was 9300-9600 yuan / ton. The ex factory price trend of domestic hydrofluoric acid manufacturers was temporarily stable. The operating rate of domestic hydrofluoric acid manufacturers was normal and the supply of goods in the field was stable. Affected by the high price of fluorite, the market trend of downstream refrigerants in the near future was temporarily stable, mainly purchased on demand in the field. It is expected that the price in the field will be stable in the later stage.
Chloroform, the price of raw liquid chlorine is low, and the cost support is weak. According to the business agency, as of July 19, the mainstream ex factory price of liquid chlorine of tank cars in Shandong Province was about 1050 yuan / ton; In addition, although it has entered the continuous high-temperature weather, the refrigerant sales have not increased significantly recently. Affected by the increase of refrigerant inventory, the maintenance of refrigerant units has increased, and the support for chloroform has weakened. The ex factory price of chloroform enterprises in Shandong decreased, and the market quotation fell.
3、 Future forecast
Business analysts believe that at present, the support of the cost side has weakened. In addition, it is difficult for downstream demand to boost the market in the off-season. Under the pressure of bad news, the mentality of the operators is negative. R22 is supported by quotas and the price may be strong. While R134a inventory pressure increases, the owner may continue to sell at a profit, and the price is expected to decline or continue to decline.