The latest price of urea (June 5): 2377.50 yuan / ton, the market outlook is bullish
Analysis points: On June 5, the comprehensive domestic urea price rose slightly, up 81.25 yuan/ton, or 3.54%, from June 2, and down 25.96% from the same period last year. Upstream Yangquan anthracite (washed medium block) is about 1160 yuan/ton, and the cost support is average. From the demand side: agricultural demand increased, industrial demand was better. Topdressing and fertilizer preparation started in summer in some parts of the north, and the market transactions were active. The operating rate of compound fertilizer plants has gradually increased, and the enthusiasm for urea procurement has increased. Sheet metal and melamine enterprises started operations in general, and mainly needed to purchase. From the perspective of supply: the current daily production of urea is around 160,000-170,000 tons, and the supply is sufficient. At the end of May, India released a new round of urea bidding, which further boosted market confidence.
Forecast of the market outlook: It is expected that the domestic urea market price may fluctuate slightly, and the average market price will be around 2,500 yuan/ton.
The latest price of rebar (June 5): 3642.22 yuan/ton, the market outlook is bullish
Analysis points: On June 5, the price of rebar rose sharply, with a single-day increase of 3.54%. Mainly during weekends, stimulated by rumors of production restrictions, the ex-factory price of common carbon billet in Tangshan, Hebei has increased by 110 yuan to 3,500 yuan/ton, a week-on-week increase of 200 yuan/ton. Stimulated by the good news, the price of rebar has risen sharply. However, after the price soared, the transaction of high-level resources was weak, and some areas were affected by the rainy weather, which hindered the downstream construction, and the overall transaction performance was not good.
Forecast of the market outlook: At present, there is no large-scale production restriction policy, and the demand follow-up is insufficient. The overall market rise is difficult to last. It is expected that the price of rebar will fluctuate strongly in the short term.
The latest price of steel billet (billet) (June 5): 3,500 yuan/ton, the market outlook will fluctuate
Analysis points: On June 5, the spot price of steel billet rose sharply; as of the end of midday, the price of steel billet in Sunsir was up 170 yuan, or 5.11%, compared with last Friday. The reason for the increase in billet prices this time is that the price of iron ore at the raw material end rose last week, which drove up billet prices. In terms of supply and demand, on the supply side, on the 3rd, some steel enterprises in Tangshan received environmental protection notices to implement maintenance plans. In addition, due to the fact that the current finished product profits are due to steel billets, the product structure tends to be steel, and the supply of steel billets has decreased; the demand side has entered the off-season of the industry, and demand has seasonally slowed down. Slow down, the downstream has a bearish view on the market in the short term, so the procurement operation is still cautious, mostly based on replenishment operations, and the steel mills will continue to allocate varieties, which is negative for billet demand. In terms of the market, due to the influence of the futures market and the rise of iron ore, the market sentiment has improved, but the off-season effect has begun to become prominent, and the steel industry is mostly concerned about the short-term market, so the market is more wait-and-see.
Forecast of the future market: the support of the cost side is getting stronger, but the fundamentals of billet supply and demand have turned into a situation of weak supply and demand. In the short term, billet prices first rose and then fell, and the shocks stabilized.
The latest price of cyclohexanone (June 5): 8583 yuan/ton, the market outlook will fluctuate
Analysis points: The price on June 5 fell by 7.33% compared with the previous working day. The domestic cyclohexanone market continued to decline. The price of pure benzene, a raw material, is weak and low, and the cost side is negative for the entire industrial chain. The supply is abundant, and the operating rate of production enterprises' installations remains at 60-70%. The market of caprolactam in the downstream is slightly adjusted, and there is no obvious positive factor in the downstream.
Market outlook forecast: weak supply and demand, negative cost, short-term domestic cyclohexanone market is weak and volatile.
The latest price of hydrochloric acid (June 5): 165.00 yuan / ton, the market outlook is bearish
Analysis points: On June 5, the domestic hydrochloric acid market price fell slightly, which was 10 yuan/ton lower than the price on June 2, a drop of 5.71%, and a year-on-year drop of 48.44%. The recent price of upstream liquid chlorine has been consolidating at a low level, and the cost support is average. The market prices of downstream polyaluminum chloride and ammonium chloride have fallen slightly, and the willingness to purchase downstream has weakened.
Forecast of the future market: the domestic market price of hydrochloric acid may fluctuate slightly in the future market, and the average market price will be around 150 yuan/ton.
The latest price of calcium carbide (June 5): 3000.00 yuan/ton, the market outlook is bearish
Analysis points: On June 5, the ex-factory price of calcium carbide in Northwest China fell slightly, which was 150 yuan/ton lower than that on June 2, a drop of 4.76%, and a year-on-year drop of 31.30%. The price of the raw material Shenmulan charcoal is about 1,200 yuan/ton, and the price has dropped by about 100 yuan/ton. The cost support of calcium carbide is insufficient. The downstream PVC market has been consolidating at a low level recently, and downstream customers are generally not enthusiastic about calcium carbide purchases.
Market outlook forecast: It is expected that the ex-factory price of calcium carbide in Northwest China may fluctuate and fall slightly, mainly in consolidation: the average price quoted by manufacturers is around 2,900 yuan/ton.
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