441# silicon price trend

Regional 441# silicon prices on the 14th are as follows:

The price range of #441 metallic silicon in Huangpu port is 57000-57500 yuan / ton; The price range of #441 metallic silicon in Tianjin port is 57000-57500 yuan / ton; The price range of #441 metallic silicon in Kunming is 56500-57000 yuan / ton; The price range of #441 metallic silicon in Sichuan is 56500-57500 yuan / ton; Fujian #441 metal trading range 46500-47500 yuan / ton; The price range of Shanghai #441 metal silicon is 58500-59000 yuan / ton.

Market analysis

After the national day, the metal silicon has dropped from a high level. Since October, the metal silicon has decreased by 8.49%, which is generally in the decline channel. Recently, silicon plants in Yunnan, Sichuan and other main production areas have resumed production and increased, and the shortage pattern of spot supply has been alleviated; In terms of policy, high energy consuming enterprises are forced to save energy and reduce emissions. As a high energy consuming industry, the rise of electricity price means huge cost pressure, but it is good for the photovoltaic industry and the terminal demand is expanded.

Future forecast

Business analysts believe that traders take profits at this stage and the price has decreased, but the metal silicon will remain high in the short term.

Trade name: urea

Latest price (October 13): 3083.33 yuan / ton

On October 13, the ex factory quotation of urea in Shandong increased by 21.66 yuan / ton, or 0.71%, compared with the quotation on October 11, and 82.81% compared with the same period last year. The prices of upstream coal and liquefied natural gas have risen sharply recently, with strong cost support. From the perspective of demand: the demand increases, the agricultural demand begins to prepare fertilizer, the industrial demand rises, the demand for urea in the downstream compound fertilizer and rubber plate plants increases, and the operating load rate of melamine enterprises remains at a high level. Most of them follow up with the acquisition and use of an appropriate amount. In terms of supply, urea has entered the centralized maintenance period, the supply has decreased, and the daily output of urea is about 140000 tons. Internationally: China’s Urea Export began to be limited, or further pushed up the international urea price. On the whole, the urea cost support is strengthened, the downstream demand is increased, the urea supply is reduced, and the supply is in short supply.

In the future, the ex factory price of urea in Shandong is expected to rise slightly: the average price quoted by the manufacturer is about 3100 yuan / ton.

The styrene market continued to rise today. The production price of styrene in Shandong was 10070.00 yuan / ton, up 2.23% from 9850.00 yuan / ton yesterday.

Today, the styrene market as a whole continued to rise sharply. On Monday, the market traded the logic of energy crisis. Crude oil continued to strengthen and the supply and demand of pure benzene slightly relaxed. However, with the support of cost, the price of pure benzene continued to rise sharply today, and the cost side was supported by styrene. Under the power restriction policy, the downstream construction remained low, but the downstream construction increased, coupled with the expected reduction of domestic supply of styrene, which boosted the mentality of market participants. Today, domestic production enterprises continue to make up for the rise, and it is expected that the styrene market will still be strong and volatile in the short term.

Today, the price of styrene in Shandong is around 9900-10200 yuan / ton.

Fluctuation trend:

Analysis and comments:

In terms of crude oil, near winter, the demand for fuel is increasing, superimposed with the shortage of natural gas supply, the supply expectation of crude oil market is tight, and the international oil price is high.

Crude oil and external market rose, giving positive support to toluene Market; The prices of related aromatic products continued to rise, the downstream terminal gasoline followed the rise of crude oil, the price of Sinopec toluene increased continuously, which was boosted by multiple positive factors, and the toluene Market negotiation pushed up.

Analysis and comments: in terms of crude oil, near winter, fuel demand increases, superimposed with tight supply expectations in the crude oil market, and international oil prices continue to rise.

Crude oil continued to rise, with strong cost support; New downstream units have been put into operation in Shandong, the demand for pure benzene is expected to increase, and the price continues to push up. Yesterday, Sinopec raised the price of pure benzene by 300 yuan / ton to 8000 yuan / ton, and the market negotiation atmosphere was positive. Today, the price of pure benzene is 7950-8450 yuan / ton.

On the cost side, crude oil rose broadly during the festival, which brought positive support to the cost side; New units are put into operation in the downstream, and the demand for pure benzene is expected to increase, which drives the downstream inquiry better. During the festival, the price of pure benzene in Shandong rose continuously. Sinopec raised the price of pure benzene by 300 yuan / ton to 8000 yuan / ton. Today, the price of pure benzene is 7950-8303 yuan / ton.

During the festival, the raw material end both strengthened, and the cost side of aniline supported strongly; The downstream delivery was normal, and the price of aniline rose broadly. At present, Jiangsu’s prosperity and strength has not been restarted in East China. Today, the price in Shandong is 12000-12220 yuan / ton; The price of aniline in Nanjing is 12300-12500 yuan / ton.

The price of titanium concentrate in Panxi area continued to rise this month. Affected by environmental protection, the spot supply of titanium ore in Yunnan is relatively tight. The price of titanium ore in Yunnan rises slightly, and the market transaction is relatively good. Up to now, the tax free quotation of 38 grade titanium ore is about 1650-1700 yuan / ton, that of 46 grade 10 titanium ore is about 2450 yuan / ton, and that of 47 grade 20 ore is about 2500-2550 yuan / ton.

Titanium concentrate analysts of business society believe that the titanium ore market tends to be stable near the end of the month, and the titanium dioxide price is expected to rise. In the short term, the price of Panxi titanium concentrate will continue to be high and firm, and the actual transaction price will be discussed.

According to statistics, the price trend of domestic fluorite rose slightly in September. By the end of the month, the average price of domestic fluorite was 2666.67 yuan / ton, up 0.42% from 2655.56 yuan / ton at the beginning of the month, which was flat year-on-year.

In September, the price trend of fluorite increased slightly. Recently, the manufacturer reported that the order situation of fluorite was general, the shipment of merchants in the venue was normal, the supply of fluorite in the venue was relatively normal, and the price trend in the venue increased slightly. The operation of domestic fluorite manufacturers is stable, the operation of mines and flotation units in the site is normal, the delivery of goods in the fluorite site is general, and the market price of fluorite changes little. In September, the market price of downstream hydrofluoric acid rose, and the downstream terminal mainly purchased on demand. By the end of the month, the price of 97 fluorite wet powder in Inner Mongolia was 2400-2500 yuan / ton, the mainstream of 97 fluorite wet powder negotiation in Fujian was 2500-2600 yuan / ton, the price of 97 fluorite wet powder in Henan was 2500-2700 yuan / ton, and the price of 97 fluorite wet powder in Jiangxi was 2500-2600 yuan / ton, Recently, the price trend of domestic fluorite has increased slightly.

The market price of hydrofluoric acid in the downstream of fluorite rose. As of the end of the month, the domestic market price of hydrofluoric acid was 11170 yuan / ton, with an increase of 3.52% in September. The rising market price trend of hydrofluoric acid has a certain positive support for the upstream fluorite market, and the price trend of fluorite rose slightly. In September, the price trend of domestic downstream refrigerant products rose sharply, the operating rate of the refrigerant industry in the field is still not high, the recent sales of the automobile industry are OK, the refrigerant market trend is rising, the demand is mainly based on demand, and the refrigerant industry market is improving. On the whole, the refrigerant market is dominated by positive factors, and the price trend of hydrofluoric acid and chloroform is rising, which increases the cost of the refrigerant industry. At present, the price of refrigerant R22 rose sharply in September, with a range of about 31%, over 70% year-on-year, and the market focus shifted significantly upward. Trichloromethane rose by nearly 33%, with strong cost support. The quotation at the end of R22 was about 26000-27000 yuan / ton. At present, the demand at home and abroad is relatively stable, there are no obvious negative factors, and R22 is running at a high level in the short term. The domestic R134a price soared, with an increase of over 67% in the month. The enterprise rapidly increased in the week, and now it has exceeded the threshold of 40000 yuan, and the highest price has been reported to 45000 yuan / ton. Most enterprises closed the market and stopped reporting to see the market reflect. At the same time, due to power restriction in some places, the operating rate of refrigerant manufacturers further fell, and the supply side helped R13 price soar. Although the vehicle demand is still in the off-season, However, the cost support is becoming stronger, the market is running stronger, the market trend of downstream refrigerant rises sharply, and the price of fluorite rises slightly.

On the whole, the market situation of the downstream refrigerant industry has improved. Recently, the supply of hydrofluoric acid market is normal, and the market price of hydrofluoric acid in the field has an upward trend. In addition, the supply of fluorite is normal. Chen Ling, an analyst of business society, believes that the market price of fluorite may rise in the short term.

Recent price trend of potassium chloride

As can be seen from the above figure, the comprehensive price of domestic potassium chloride increased this month, and the average quotation price increased from 3210 yuan / ton at the beginning of the month to 3535.00 yuan / ton at the end of the month, an increase of 10.12%. Compared with the same period last year, it increased by 83.64%. On September 29, the commodity index of potassium chloride was 112.22.

After the national competent department interviewed the fertilizer enterprises, the domestic potassium chloride was temporarily stable at the beginning of the month, and the prices of imported products were corrected one after another. Affected by the sharp rise in urea prices in the middle of the year, combined with the strong international potassium fertilizer prices, the domestic potassium chloride prices rose slightly. At the end of the month, affected by the policy of ensuring supply and stabilizing price of chemical fertilizer, the price of potassium chloride tended to be stable.

Domestic potassium: the leading Salt Lake and zangge potassium chloride plant operate normally, the potassium chloride still continues the previous quotation, and the first arrival quotation of 60% powder and crystal is 3270 yuan / ton. At present, the sales price of market traders is mostly about 3400-3800 yuan / ton.

Port potassium: sporadic arrival at the port. At the end of the month, the price of 62% white potassium at the port was about 3700-3800 yuan / ton, slightly lower than that at the beginning of the month. The quotation of 60% red potassium at the port is 3700 yuan / ton. The port deposit is about 2.2-2.3 million tons, with little change

In terms of border trade potassium: at the end of the month, the price of 62% Russian White potassium truck in the border trade area was about 3450-3500 yuan / ton, the price in the border trade market increased slightly, and the available volume was limited.

Import: from January to August, China imported 5.4425 million tons of potassium chloride, a year-on-year decrease of 4.7%; Among them, the import of potassium chloride in August was 374500 tons, down 31.48% from 541300 tons in July. Export: from January to August, China exported 202400 tons of potassium chloride, an increase of 55.81% over the same period last year. In August, China exported 13300 tons of potassium chloride, an increase of 64.2% over the same period last year.

The supply is fair and the demand is average

In September, the construction of Salt Lake and zangge was normal, and the supply of domestic potassium fertilizer was sufficient temporarily. The amount of potassium chloride stored in the port is about 2.3 million tons, with little change. From the perspective of agricultural demand, the autumn fertilizer market is ending with slight procurement, while the winter storage market has not been started yet, and traders are not active in taking goods. From the perspective of industrial demand, the overall market operating rate of potassium chloride downstream is not high, and the raw material procurement is not active.

International potash fertilizer has risen sharply, and domestic potash fertilizer is still likely to rise

In early October, the overall trend of potassium chloride market may fluctuate slightly. The international market price of potassium chloride has increased greatly, and the international price of potassium chloride is about 500-700 US dollars / ton. At present, the domestic supply of potassium chloride is sufficient and the demand is general. Potassium chloride analysts of business society believe that the domestic potassium chloride price may fluctuate slightly in the short term, focusing on the news related to large contracts.