According to the price monitoring of the business community, the price of quasi first grade metallurgical coke in Shanxi Province on November 9 was 2400 yuan/ton, unchanged from the previous trading day.

The coking coal market is dominated by weak operation. Downstream coking enterprises have low purchasing enthusiasm. Recently, the online auction price is low, dragging down the market mentality. The coking coal price is under pressure, and the mining area has some inventory pressure in the near future.

The coke market price is temporarily stable, and the overall atmosphere is weak. Up to now, it has accumulated two rounds of lifting and landing, with a cumulative drop of 200-220 yuan/ton. After two rounds of increase and decrease, the profits of coking enterprises have been damaged. At present, the current production limit is maintained, and some enterprises have slightly increased their inventory on the market. The mentality of coking enterprises is generally low. As the price of finished products continues to decline in the downstream steel plants in the near future, the steel plants are under great pressure. Under the influence of profits, the coke procurement has slowed down, the maintenance of blast furnaces has increased, and the demand for coke has declined. In the future market, the overall industrial chain is lower, the game mentality of coke steel is strong, and the coke price is expected to be weak when the demand is not significantly improved. The future market focuses on coke inventory, coke coal price trend and finished product sales in all links.

On November 8, the spot price of polyethylene in China decreased slightly, by 50-100 yuan/ton. International crude oil futures prices fell on the 7th, which was bad for the market. The shutdown devices of polyethylene production enterprises have been started successively. The output has increased compared with last week, and the market supply pressure is expected to increase. The demand for agricultural film is gradually weakening, and the peak season is nearing the end. It is expected that it will still decline in the short term.

Weak price of ethylene glycol

According to the data of the business community, the average price of oil to glycol P was 3991.67 yuan/ton on November 7, down 0.62% from the previous trading day and 29.67% year on year..

Price rise and fall in upstream and downstream of ethylene glycol industry chain

In the near future, the overall pattern of strong ethylene glycol supply and weak ethylene glycol demand remains unchanged. According to the inventory data, the MEG inventory of the main port in East China on November 7 was 838000 tons, up 38.6% year on year from 604500 tons a year earlier; From the month on month data, we can see that from May to August, the inventory was more than 1 million tons. At present, the inventory was 852100 tons on the month on month 8, slightly out of stock. On the whole, the inventory is in the same period.

On the supply side, in November, Yulin Chemical’s new units will be stable, and the domestic increment will be clear. On the demand side, it is difficult to increase the overall load due to high inventory; The market focus on the cost side continues to weaken, and the losses of ethylene glycol in various processes are further aggravated. The cost side has formed a certain support, and ethylene glycol is expected to be dominated by short-term weak sideways operation.

According to the data of the business society, the trichloromethane market continued to decline this week (10.31-11.4). As of November 4, the price of trichloromethane bulk water in Shandong was 3637 yuan/ton, down 3.64% from 3775 yuan/ton last Friday. There was no significant increase in the new demand for chloroform, the supply side was loose, the factory price of enterprises was lowered, and the business offer was lower.

This week (10.31-11.4), there was little change in the commencement of methane chloride, and the pressure on the chloroform supply side was still. Dongyue 300000t/a equipment was put into operation on October 26, reducing the load to 60%; Dongying Huatai 160000 t/a equipment was restarted in early November.

This week (10.31-11.4), the spot market of methanol rose slightly, and the cost of dichloromethane rose slightly. According to the business community, as of November 4, the spot price of methanol was 2864 yuan/ton, up 2.65% from 2790 yuan/ton last Friday. The domestic methanol market in East China is surging, the crude oil is running in shock, and the coal price is strong to support the production cost. The port market continues to de stock mainly.

At present, the downstream refrigerant market is at a low level; Printing and dyeing, printing ink and paint and other industries started stably, and the demand for chloroform has certain support.

According to the methane chloride data analysts of the business community, the supply side is loose, the demand side is not significantly increased, and the cost side is higher. It is expected that the trichloromethane market will shake and consolidate in the later period.

Trade name: PVC

Latest price: 5964.29 yuan/ton

Key points for analysis: The PVC market was fair on November 3, and the market was flexible. The manufacturer mainly keeps the price stable, while the downstream purchases on demand, and is cautious in actual orders. Futures prices rose today, and market confidence improved significantly. At present, the spot market is mainly stable.

Forecast: In the short term, the PVC spot market is relatively strong.

In November, the domestic bisphenol A market continued to decline in a sluggish manner. The market generally said that the shipment was not smooth. At present, from the perspective of the industrial chain, it is in a downward adjustment, and the chemical industry as a whole is showing a downward trend, which also has a great impact on the market. At present, the East China market has negotiated a decline of 12700 yuan/ton. In the short term, the market lacks good performance and the market is weak.

Offer of bisphenol A in domestic mainstream market on November 1:

Region., quotation.,/up and down

East China/12700./- 250

Shandong Province/12700./- 200

Sinopec’s invoicing price in East China has been reduced by 200 yuan/ton, and 5600 yuan/ton. The factory has been reduced intensively. Today’s opening fundamentals are weak, and the intention of shippers to give up profits has increased. In particular, the offer in East China has dropped significantly, with the negotiated price at 5400-5450 yuan/ton. Other mainstream regions have fallen by the same margin. The terminal factory has been slow to follow up, and the inquiry is mainly limited to actual orders. The focus is on the follow-up of terminal procurement tomorrow.

The offer of acetone in major mainstream markets in China is as follows:

Region, quotation, rise and fall

East China, 5400., – 300

Shandong Province., 5850., – 200

Yanshan District., 5900., 0

South China., 5850., – 50

Trade name: urea

Latest price (October 31): 2506 yuan/ton

On October 31, the comprehensive price of domestic urea was temporarily stable, unchanged from October 28, down 18.64% year on year. The upstream Yangquan anthracite (washing block) is about 1780 yuan/ton, the price is high and consolidated, and the cost support is firm. From the perspective of demand: agricultural demand has a small amount of stock, while industrial demand has increased. The production of rubber sheet plants is low, and the purchase of rigid demand is the main demand. The production of compound fertilizer plants is declining, and the demand for urea is weakening. The price of melamine was consolidated at a high level, and the enthusiasm for urea procurement was good. After a long wait and see, the downstream began to replenish a small amount of storage. In terms of supply, Shanxi has limited production for environmental protection, and the daily output of urea is below 150000 tons.

In the future, the domestic urea market price is expected to rise slightly, with the average market price at about 2520 yuan/ton.

1、 Price trend

According to the bulk list data of business cooperatives, the average price of 55% of domestic powdered monoammonium was 2883 yuan/ton on October 24, and the average price of 55% of domestic powdered monoammonium was 2883 yuan/ton on October 28. The price of monoammonium phosphate market was stable this week.

According to the bulk list data of business cooperatives, the average price of 64% of domestic diammonium phosphate market was 3700 yuan/ton on October 24, and the average price of 64% of domestic diammonium phosphate market was 3700 yuan/ton on October 28. The price of diammonium phosphate market was stable this week.

2、 Market analysis

The ammonium phosphate market ran smoothly this week, and the price did not fluctuate temporarily. The price of raw sulfur fell, the cost support weakened, and the operating rate of ammonium phosphate enterprises declined. The demand of downstream compound fertilizer enterprises is general, and raw materials are mainly purchased on demand. At present, the winter storage market of ammonium phosphate is weak, with limited demand, mainly on the sidelines. As of October 28, the ex factory quotation of 55 powdered ammonium in Hubei was 2900-3050 yuan/ton, the ex factory quotation of 55 powdered ammonium in Anhui was 3150 yuan/ton, the quotation of 55 powdered ammonium in Sichuan was 3100 yuan/ton, and the quotation of 73% monoammonium in Sichuan was 6200 yuan/ton, mainly based on actual negotiation. 64% of diammonium in Hubei Province quoted 3400-3500 yuan/ton, 64% of diammonium in Guizhou Province quoted 3500-3700 yuan/ton, and 64% of diammonium in Yunnan Province quoted 3650-4000 yuan/ton. The actual transaction was negotiated.

In terms of raw sulfur, the price of sulfur in East China fell this week. On October 28, the average price of sulfur in East China was 1350 yuan/ton, and the market was weak. The winter storage market performed generally, the downstream replenishment was not active, and the demand for sulfur was weak. Some sulfur refineries in Shandong were wait-and-see, and the sulfur market was consolidated and operated.

In terms of raw phosphorus ore, the domestic phosphorus ore market will be dominated by stable consolidation this week. The downstream demand of phosphate rock is generally weak, the demand side is generally supported, and the supply side supports the mentality of the industry. Near the end of the month, some mines were shut down, and the supply and demand of the site was relatively calm.

3、 Future market forecast

Ammonium phosphate analysts from the business community believe that the overall operating rate of ammonium phosphate has declined recently, the raw sulfur has fallen continuously, and the cost side support has weakened. Downstream is cautious to wait and see, and the turnover of new orders in the ammonium phosphate market is limited. It is expected that the ammonium phosphate market will be stable in the short term.

According to the monitoring data of the business community, the domestic methanol port in East China was 2808 yuan/ton on October 27, down 1.27% from the previous trading day and 21.18% year on year. On October 27, Zhengzhou Commodity Exchange was shocked by methanol deadlock. The main contract MA2301 closed at 2536 yuan/ton in late trading, down 28 yuan/ton or 2.12% from the closing of the previous trading day.

The coal price has slightly loosened, the crude oil has fluctuated, the supply side is abundant, the demand side has not improved temporarily, and the methanol market has fallen for two consecutive days. Local transportation is limited, and some enterprises have increased their inventories, which further aggravates the wait-and-see mood of traders.

The short-term domestic methanol market is mainly weak.