The latest price of dysprosium iron alloy (May 22): 2.025 million yuan / ton, the market outlook is bullish
Analysis points: The number of inquiries has increased recently. Due to the long-term decline in the price of rare earths in the early stage, affected by the slight increase in demand, the domestic market prices of medium and heavy rare earths have rebounded. In the domestic medium and heavy rare earth market, inquiries and quotations are relatively active, with a slight increase in trading volume, and the market trend of heavy rare earths is rising. 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 chloroform (May 22): 2125 yuan / ton, the market outlook is bearish
Analysis points: The increase in the price of chloroform is mainly affected by the low-load operation of the Luxi plant, and the pressure on the supply side of chloroform in the region is relatively small; but from the perspective of cost and demand, the impact on chloroform is negative. The production and sales peak season is over, and the downstream refrigerant R22 starts to work at a low level, and the purchase volume of chloroform is small; the price of raw material methanol is also falling all the way, and the cost of chloroform is going down.
Forecast of the market outlook: In the short term, the price of chloroform will fluctuate within a narrow range. Looking at the market outlook, it is expected that the price of chloroform will remain weak in the later period.
The latest price of liquid ammonia (May 22): 3100 yuan / ton, the market outlook is bearish
Analysis points: At the beginning of the week of May 22, the domestic liquid ammonia market fell, and some areas fell significantly. According to the commodity market analysis system of SunSirs, the daily decline in Shandong, the main production area, was 4.62%. -300 yuan/ton range. Since last week, the supply in Shandong has increased significantly. Due to the upward price of liquid ammonia in the early stage, ammonia companies have generally converted urea to liquid ammonia. The increase in production has led to a backlog of inventories. In addition, a large number of imported goods arrived in Hong Kong last week, which has brought pressure on the liquid ammonia market in the region. At the beginning of the week, the quotations of major manufacturers generally decreased by more than 200 yuan/ton. From the demand side, the impact of the current off-season agricultural demand, the slowdown in downstream procurement, and the dual pressures of supply and demand have led to a sharp drop in the price of liquid ammonia. At present, the mainstream quotation in Shandong area is 2800-3000 yuan/ton.
Forecast of the market outlook: SunSirs liquid ammonia analysts believe that the ammonia market is relatively bearish in the short term, and the liquid ammonia market will continue to be transferred to other regions due to the impact of supply pressure in the northern market, which may drive the surrounding prices to decline in the later period.
The latest price of liquefied natural gas (May 22): 3708 yuan / ton, the market outlook is bearish
Analysis points: On May 22, the price fell by 3.89% compared with the previous trading day. Recently, the domestic liquefied natural gas market has continued to weaken, and demand has continued to weaken. Downstream replenishment on demand, the market supply exceeds demand. Last Friday, the bidding price of raw gas was lowered, and the cost support was insufficient. In terms of sea gas, the price of LNG at the receiving station has been lowered.
Market forecast: It is expected that domestic LNG prices will continue to run weak in the short term.
The latest price of polycarboxylate superplasticizer monomer (May 22): 7366.67 yuan/ton, the market outlook is bearish
Analysis points: Demand was stable in May. Although downstream construction sites were actively inquiring prices, due to the impact of rainy weather, the actual purchase transaction situation was lower than expected, so monomer shipments were hindered, and the accumulation of warehouses continued; at the same time, upstream cost-side support The downward trend is also negative for monomer prices. Manufacturers are also less motivated to produce due to poor shipments. The supply and demand of polycarboxylate superplasticizer monomers have turned into a weak supply and demand situation.
Market forecast: The supply and demand side of polycarboxylate superplasticizer monomer is negative for the spot price, and there is an expectation of falling prices on the superimposed raw material side, so there is a high probability that the monomer price will run steadily in the short term.
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