The latest price of dysprosium oxide (June 26): 2.15 million yuan/ton, the market outlook is bullish
Analysis points: The price of the heavy rare earth market has risen, the recent inquiries have increased, and the spot supply has tightened. Affected by the slight increase in demand, the price of the domestic heavy rare earth market has risen slightly. The inquiries and quotations in the domestic heavy rare earth market were relatively active, the trading volume increased slightly, and the market price went up. According to statistics, the production and sales of new energy vehicles in May reached 713,000 and 717,000 respectively, a year-on-year increase of 53% and 60.2%, respectively, and a market share of 30.1%. From January to May, the production and sales of new energy vehicles reached 3.005 million units and 2.94 million units respectively, a year-on-year increase of 45.1% and 46.8% respectively, with a market share of 27.7%. Recently, the country has accelerated the construction of charging infrastructure to better support the use of new energy vehicles in the countryside, which will help release the potential of rural consumption and increase the sales of new energy vehicles. The increase in the production and sales of new energy vehicles will benefit the domestic price of medium and heavy rare earths.
Forecast of the future market: the supply of rare earth production enterprises is normal in the near future, and the downstream demand has not changed much. Driven by the shortage, coupled with emerging and traditional demands such as energy-saving motors, industrial robots, wind power, inverter air conditioners, and consumer electronics, the global market demand for rare earth permanent magnets is expected to continue to grow.
The latest price of isooctyl alcohol (June 26): 9400.00/ton, the market outlook is bullish
Key points of analysis: On June 26, the market price of isooctyl alcohol in Shandong rose slightly, which was 180.00 yuan/ton higher than the price on June 25, an increase of 1.95%, and a year-on-year decrease of 1.74%. The price of upstream propylene rose slightly, and the cost support was better. The downstream DOP market rose slightly, and the downstream demand increased. There are multiple benefits, and the product trend is going up under the contradiction between supply and demand.
Market forecast: The market price of isooctyl alcohol in Shandong may fluctuate slightly in the near future, and the average market price is around 9,500 yuan/ton.
The latest price of sulfur (June 26): 746.67 yuan / ton, the market outlook is bearish
Analysis points: At present, the domestic sulfur market is running weakly, and the price is lowered by 20-110 yuan/ton compared with that before the festival. On the supply side, the refineries in Shandong are operating normally, the supply of goods in the market is stable, the downstream demand is weak, and the enthusiasm for purchasing in the market is weak. Downgrade, the market will go down, and there will be a lack of good news in the market, so the sentiment of buying up or not buying down is down.
Forecast of market outlook: It is expected that the short-term sulfur market will be weak, and we will pay more attention to the downstream follow-up situation.
The latest price of polysilicon (June 26): 65,000-80,000 yuan/ton, the market outlook is bearish
Key points of analysis: Last week (19-25), the domestic polysilicon market continued to decline, with a significant decline. According to SunSirs commodity market analysis system, polysilicon fell by 10%. On the supply side, polysilicon production capacity continues to be released, major polysilicon manufacturers maintain a high operating rate, and manufacturers’ inventory pressure is still high. However, the demand side is sluggish, the price of silicon wafers remains low, and silicon wafer manufacturers slow down their procurement of silicon materials. The pressure of supply and demand has led to a steady decline in the price of silicon materials. At present, the mainstream range of monocrystalline dense materials with a model of first-level solar energy is maintained at 65,000 to 80,000 yuan/ton.
Forecast of the market outlook: The supply of polysilicon materials is abundant in the near future, and the demand is relatively weak. It is expected that the price will remain weak.
The latest price of dichloromethane (June 26): 2400 yuan / ton, the market outlook is bearish
Key points of analysis: During the Dragon Boat Festival, the dichloromethane market in Shandong fell weakly, the ex-factory prices of dichloromethane bulk water in enterprises have been lowered one after another, and the quotations of merchants have followed suit, which is mainly affected by the sluggish downstream demand. The pressure on the supply side of dichloromethane is still there, and companies are willing to cut prices to clear inventory. As of June 26, the price of dichloromethane bulk water out of the warehouse in Shandong is around 2350-2450 yuan/ton.
Forecast of the market outlook: From the perspective of the market outlook, the operation of the supply and demand side of the methylene chloride industry chain is still weak, and it is expected that the price will be weak and consolidate in the short term.
The latest price of hydrogen peroxide (June 26): 783 yuan / ton, the market outlook is bearish
Analysis points: On June 26, the domestic hydrogen peroxide market rose as a whole, with an average market price of 783 yuan/ton, and the price rose by 6.82% in a single day. The overall demand in the terminal paper printing industry is improving, and the market is increasing. In addition, the supply of domestic hydrogen peroxide manufacturers is tightening, and the profit is supported.
Forecast of the market outlook: Some hydrogen peroxide manufacturers restarted their devices at the end of the month, and the supply pressure is still there. It is expected that the hydrogen peroxide market will be under pressure in the market outlook.
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