According to the data monitored by the business community, as of October 18, the average price of pet water bottle manufacturers was 8200.00 yuan / ton, and the pet price rose narrowly, up 5.13% compared with the same period last week and 18.84% compared with the same period last month. Pet maintained an upward trend and the negotiation atmosphere was acceptable.

The domestic pet price is strong, the price rises slightly, and the transaction atmosphere in the spot market is positive. At present, the overall market operating rate is general, the downstream just needs to purchase, the atmosphere is positive, the mainstream price is about 8200 yuan / ton, the manufacturers actively ship, the logistics is smooth, and the supply side is normal.

The upstream PTA operates in a narrow range, the mainstream price is about 5300 yuan / ton, and some large PTA units are restarted, but the upstream cost support is OK, and the falling space is also limited. It is expected that the short-term PTA will remain high and volatile. PTA commodity index: on October 17, PTA commodity index was 54.06, the same as yesterday, down 47.98% from the highest point of 103.92 in the cycle (September 15, 2011), and up 79.66% from the lowest point of 30.09 on April 22, 2020. (Note: the period refers to the period from September 1, 2011 to now).

Pet analysts of business society believe that the pet market will remain strong in the short term. (to know more about the latest market trends, please pay attention to the official account of the business community, get information on goods and grasp the price of commodities).

Recent price trend of hydrochloric acid

It can be seen from the above figure that the comprehensive price of domestic hydrochloric acid increased this week, and the quotation increased from 306.00 yuan / ton at the beginning of the week to 322.00 yuan / ton at the end of the week, an increase of 5.23%, a year-on-year increase of 15% compared with the same period last year. On the whole, the domestic hydrochloric acid market rose this week, and the hydrochloric acid commodity index was 84.74 on October 15.

The upstream support is good, and the downstream procurement is general

From the manufacturer’s quotation, the manufacturer’s quotation in the domestic hydrochloric acid market rose this week. Dezhou Shihua hydrochloric acid offered 500 yuan / ton at the weekend, which was temporarily stable compared with that at the beginning of the week; The quotation of synthetic hydrochloric acid from Wen Shui at the weekend is 290 yuan / ton, which is 30 yuan / ton higher than that at the beginning of the week; Dezhou Maihua hydrochloric acid offered 170 yuan / ton at the weekend, which was temporarily stable compared with that at the beginning of the week; Liaocheng Huatong hydrochloric acid quoted 150 yuan / ton at the weekend, which was temporarily stable compared with that at the beginning of the week; Xiangcheng San’an hydrochloric acid quoted 500 yuan / ton at the weekend, up 50 yuan / ton compared with the beginning of the week

From the perspective of the upstream and downstream industrial chain of hydrochloric acid, the market situation of upstream liquid chlorine is good and gives strong support to hydrochloric acid, while the high market prices of downstream silica and ammonium chloride have a positive impact on hydrochloric acid.

Future forecast

The recent market situation of upstream liquid chlorine is general, the cost support is general, the market situation of downstream white carbon black and ammonium chloride is high, and the downstream purchase intention is good. Business analysts believe that hydrochloric acid has mainly increased slightly recently.

The spot tin market price (10.8-10.15) this week was mainly upward. The average price in the domestic market was 282887.50 yuan / ton last weekend and 2853877.50 yuan / ton this weekend, up 0.88% this week.

On October 15, the tin commodity index was 145.37, unchanged from yesterday, down 0.70% from the highest point of 146.39 in the cycle (2021-09-27), and up 239.17% from the lowest point of 42.86 on December 9, 2015. (Note: the period refers to the period from September 1, 2011 to now).

Lunxi continued to strengthen this week, hitting a new high of $37300 / ton, up 2.78%. Domestic Shanghai tin was dominated by high volatility this week, and the spot market followed the trend of Shanghai tin. This week’s high volatility trend was dominated. The market supply was still tight, the price was high, the market was afraid of high sentiment, the overall trading of the market was general, and the downstream was purchased on demand. In terms of demand, due to the influence of electricity policy, the construction in many places has been suspended, and the demand has declined to a certain extent, but the supply side is tight, the domestic tin ingot inventory continues to be low, and the support for tin price is good.

According to the price monitoring of the business community, in the list of commodity prices rising and falling in the 41st week of 2021 (10.11-10.15), there are 16 kinds of commodities rising month on month in the non-ferrous sector, including 2 kinds of commodities rising by more than 5%, accounting for 9.1% of the monitored commodities in the sector; The top three commodities were zinc (10.49%), copper (5.90%) and praseodymium oxide (4.30%). There are 4 kinds of commodities with a month on month decrease, and 1 kind of commodity with a decrease of more than 5%, accounting for 4.5% of the monitored commodities in this sector; The products with the top three declines were silicon (- 7.17%), magnesium (- 1.67%) and tin (- 0.50%). The average rise and fall this week was 1.53%, and most metal markets rose this week.

In the future, the business community believes that the tight supply supports the rising tin price, which is difficult to alleviate in the short term. It is expected that the tin price will still maintain a strong trend of shock.

Recent price trend of isooctanol

As can be seen from the above figure, the ex factory price of isooctanol in Shandong rose this week. This week, the average ex factory quotation price of isooctanol mainstream in Shandong increased from 14333.33 yuan / ton at the beginning of the week to 15500.00 yuan / ton at the end of the week, an increase of 8.14%, a year-on-year increase of 105.75% over the same period last year. On the whole, the isooctanol market rose slightly this week and showed a downward trend at the weekend. On October 15, the isooctanol commodity index was 113.97.

Downstream demand weakened and isooctanol supply was normal

From the manufacturer’s quotation, the ex factory quotation of mainstream manufacturers of isooctanol in Shandong increased this week: Jianlan chemical’s quotation of isooctanol this weekend was about 15500 yuan / ton, which increased by 1500 yuan / ton compared with that at the beginning of the week, dominated by contracts; The quotation of lihuayi isooctanol this weekend is 15500 yuan / ton, which is 1000 yuan / ton higher than that at the beginning of the week; Hualu Hengsheng offered 15500 yuan / ton of isooctanol this weekend, up 500 yuan / ton compared with the beginning of the week.

From the upstream and downstream industrial chain, the propylene market in the upstream raw material market of isooctanol fell slightly this week. The quotation fell from 9650.67 yuan / ton at the beginning of the week to 9542.33 yuan / ton at the end of the week, down 1.12%, up 26.83% year-on-year compared with the same period last year. The market price of upstream raw materials fell slightly, which had a negative impact on the price of isooctanol due to the impact of supply and demand.

In the downstream market of isooctanol, the ex factory price of DOP fell slightly this week. DOP quotation decreased from 14150.00 yuan / ton at the beginning of the week to 13825.00 yuan / ton at the end of the week, a decrease of 2.30%, an increase of 85.16% over the same period last year. Downstream DOP prices fell slightly, and downstream customers’ enthusiasm for isooctanol procurement weakened.

Weak demand and bearish outlook

In late October, the market trend of Shandong isooctanol may fluctuate slightly. Upstream propylene fell slightly, cost support was limited, downstream DOP began to fall, downstream market was general, and demand weakened. Therefore, the isooctanol analysts of business society believe that the domestic isooctanol market may fluctuate slightly in late October.

Although the main manufacturers announced the rise of ex factory prices, it has little guiding significance for the market. It is mainly to stabilize the market. After the National Day holiday, the downstream inquiry and goods taking mood is not high. It is mainly to digest the early inventory. The shipment of traders is not smooth, and the aggregate MDI market is down one after another.

According to the sample data monitored by the business community, from October 8 to 15, the market price of domestic aggregated MDI fell from 23833 yuan / ton to 23810 yuan / ton, with a price decrease of 2.74% during the cycle, a price increase of 10.82% month on month and a year-on-year increase of 15.76%.

The market price of domestic aggregated MDI continues to decline, and mainstream dealers actively negotiate shipment, but the purchasing sentiment of downstream terminals is more depressed under the price decline trend; The maintenance of some units in Shanghai has not been completed yet, and the supply of factory goods is still tight this month.

After the National Day holiday, the price of raw material pure benzene rose, and downstream cyclohexanone enterprises actively purchased, pushing up the cyclohexanone market. As the atmosphere began to weaken in the middle of the week, the focus of pure benzene market negotiation continued to decline

Comparison chart of pure benzene (upstream raw material) – polymerized MDI price trend of business society:

The raw aniline market rose, the cost rose, the supply was tight, and the aniline rose strongly.

Comparison chart of aniline (upstream raw material) – polymerized MDI price trend of business society:

In terms of enterprises, Shanghai Lianheng phase 1 MDI mother liquor plant was shut down for maintenance from September 23 to October 20. The technical transformation and production expansion plan of Wanhua chemical Ningbo plant was put in place at the beginning of November, which is expected to last about 50 days. Part of the 200000 t / a MDI unit in Dongcao, Japan will be overhauled on September 2, but the rest will be overhauled in mid September for about 45 days. It is expected that the unit will be put into production in late October.

In the future, business community aggregation MDI analysts expect that the domestic aggregation MDI market is mainly sorted out.

Trade name: isobutyraldehyde

Latest price (October 14): 19066.67 yuan / ton

On October 14, the domestic isobutyraldehyde market price was temporarily stable, up 516.67 yuan / ton or 2.79% compared with the quotation on October 11. The upstream propylene price rises rapidly and the cost support is good. The downstream price of neopentyl glycol was adjusted at a high level, and the downstream procurement enthusiasm was good.

In the future, it is expected that the domestic isobutyraldehyde market price may rise slightly: the average price quoted by the manufacturer is about 19500 yuan / ton.

Trade name: diammonium phosphate

Latest price: 3590 yuan / ton

Key points of analysis: the price of diammonium phosphate was stable on October 13, which was flat compared with the previous trading day. At present, diammonium phosphate enterprises mainly issue early orders and do not receive payment temporarily. There is a large quantity to be issued and the price is stable. Raw material prices remained high, and cost support was favorable.

Future forecast: the price of diammonium phosphate will run smoothly in the short term.

1、 Price trend

According to the data monitored by the business agency (the average ex factory price of carbide SG5), the average price of domestic PVC mainstream was 14325 yuan / ton on October 11, an increase of 1287.5 yuan compared with the previous day (8th), a daily increase of 9.88%, an increase of 13.8% compared with the beginning of the month and 112.46% compared with the same period last year.

2、 Market analysis

On October 11, the PVC market rose strongly, and the futures opened up by the limit. The highest price of the main contract 2201 was 13075, with a daily increase of 7%, and continued to rise to a new height. The spot market also followed up more actively, with a daily increase of 9.88%, exceeding 112% year-on-year. The increase range of enterprises was huge, about 800-1200 yuan / ton, and the current price was more than 14000, such as Yibin Tianyuan The ex factory price of Shandong Xinfa and other enterprises has risen to about 15000, even higher. Some enterprises have closed their plates and stopped reporting, and the market has a strong bullish atmosphere. After the National Day holiday, the price of raw calcium carbide continued to rise to 7800 yuan / ton, and the cost support continued to strengthen. Moreover, the downstream product industry started one after another, and there was a certain demand for replenishment. At the same time, enterprises such as Junzheng in Inner Mongolia and Tianye in Xinjiang planned maintenance, most PVC devices were not full and operated, and the supply side was still tight, which jointly supported the sharp rise of PVC prices.

In terms of spot goods, at present, the quotation range of domestic pvc5 electric stone enterprises is mostly around 14300-15000 yuan / ton. The interval of pvc5 electric stone in Hangzhou is 14280-14400 yuan / ton; The mainstream of pvc5 electric stone in Changzhou is 14100-14500 yuan / ton; The mainstream price of PVC ordinary electric stone in Guangzhou is 14300-16500 yuan / ton, and the market price in various parts of China continues to rise.

region workmanship 10 / 11 (yuan / ton) 10 / 8 (yuan / ton) Rise and fall remarks

East China Calcium carbide method 14150-14370 12750-13100 + 1400/+1270 Ex warehouse

south China Calcium carbide method 14200-14550 13000-13350 + 1200/+1200 Ex warehouse

North China Calcium carbide method 14230-14740 13130-13210 + 1100/+1530 Delivered

southwest Calcium carbide method 14520-15000 13220-13500 + 1300/+1500 Delivered

International crude oil, on October 11, the international oil price rose. The settlement price of the main contract of WTI crude oil futures in the United States was US $80.52/barrel, up US $1.17 or 1.47%, and the settlement price of Brent crude oil futures was US $83.65/barrel, up US $1.26 or 1.53%. Oil prices continued to rebound, mainly affected by the recovery of global demand, superimposed on the shortage of power and natural gas in major economies, driving oil prices upward.

Ethylene, according to the monitoring data of the business agency, the external price of ethylene fluctuated and rose last week. The average price of ethylene at the beginning of the week was US $1125.25/t, and the average price of ethylene at the weekend was US $1138.00/t, up 1.13%. The current price fell 2.09% month on month, and the current price rose 46.89% year-on-year. At present, in terms of crude oil: the market is optimistic about the demand for crude oil in winter, with tight supply and strong cost support, so the data analysts of business society expect the external price of ethylene to rise next.

For calcium carbide, the factory quotation of calcium carbide in Northwest China increased slightly on October 11, up 200 yuan / ton, or 2.63%, and 186.76% year-on-year over the same period last year. The price of raw material orchid charcoal continues to rise sharply. At present, shenmulan charcoal is about 3300-3500 yuan / ton, and the cost of calcium carbide is well supported. The downstream PVC market has risen sharply recently, and the downstream customers’ enthusiasm for calcium carbide procurement has increased. At present, the power restriction is relaxed and the output of calcium carbide is increased. In the future, it is expected that the factory price of calcium carbide in Northwest China may fluctuate slightly: the average price quoted by manufacturers is about 7500 yuan / ton.

3、 Future forecast

PVC analysts of business society believe that at present, the raw material price is high, and it is not easy to fall quickly in the short term, and the cost support is strong. At the same time, PVC enterprises are still in the maintenance season, the devices are running in multi unsaturated mode, and the market supply is still tight. In addition, the strong disk surface supports the rise of PVC price. It is expected that the PVC price will continue to rise in the short term, and we need to pay attention to the trend of raw material price and the information guidance of macro policies.

Trade name: titanium dioxide

Latest price October 11: 20950 yuan / ton

Key points of analysis: on October 11, the market price of titanium dioxide in China was relatively stable. At present, titanium dioxide enterprises are limited, the market starts at a low level, and the inventory pressure is not large. The downstream coating market is affected by dual control and the demand is reduced. The trading market has a strong wait-and-see mentality. Traders are more cautious in taking goods and mainly purchase on demand. It is expected that the titanium dioxide market will operate stably in the short term. The actual transaction price shall be negotiated.

Trade name: formic acid

Latest price (October 9): 8016.67 yuan / ton

On October 9, the formic acid market was stable at a high level, flat compared with the previous trading day, up 32.87% compared with September 9 and 287.90% compared with the same period last year. At present, the price of raw materials is running strongly, the cost support is rising, which boosts the market mentality. The downstream just needs to prepare goods after the festival, and the market trading atmosphere is OK.

It is expected that in the short term, the formic acid market may operate at a high level.