1、 Price trend
According to the price monitoring of the business agency, on March 20, the average ex factory price of the mainstream manufacturers was 22833.33 yuan / ton, 1.48% higher than the average price of 22500 yuan / ton at the beginning of the week (16 days), and the market rose this week, On March 19, the R134a commodity index was 83.54, up 1.22 points from yesterday, down 16.46% from the highest point in the cycle of 100.00 (2019-09-02), and up 3.01% from the lowest point of 81.10 on March 4, 2020. (Note: cycle refers to 2019-09-01 till now)
2、 Market analysis
Product: Refrigerant Market R134a rose this week. At present, the market of hydrofluoric acid and chloroform at the end of raw materials is stable and stable at a high level. The raw material end support of refrigerant R134a is acceptable, and the demand of the terminal industry has not improved. The demand for automobile refrigerant may continue to may, which is good for refrigerant 134a to go up. At present, the refrigerant R134a manufacturer has started at a high level, the new production capacity has not been fully put into operation, dongyangguang fluorine is still in the recovery period, the supply of R134a is tight, and the price is rising slightly. According to the price monitoring of the business agency, as of March 20, the average price of refrigerant R134a is 22833.33 yuan / ton, and the market price is concentrated around 21600 yuan / ton – 24000 yuan / ton.
Industry chain: this week, the price trend of hydrofluoric acid is temporarily stable. In the near future, the situation of on-site manufacturers’ delivery has improved. Some on-site manufacturers have not resumed production. The domestic spot supply of hydrofluoric acid is normal, the purchase demand has increased, and the market price trend of hydrofluoric acid is temporarily stable. In the near future, the price of raw material fluorite remains high, and the market price of hydrofluoric acid has been supported to a certain extent. The price trend of domestic hydrofluoric acid remains high By the end of the week, the mainstream of hydrofluoric acid negotiation in the South was 11000-12000 yuan / ton, and the price of hydrofluoric acid in the north market was 10500-11500 yuan / ton.. Downstream demand has not improved significantly, and is expected to fluctuate downward in a short period of time.
Industry: according to the price monitoring of the business agency, there are seven commodities in the list of commodity prices rising and falling on March 19, 2020, among which the top three commodities are isopropanol (3.52%), ammonium chloride (2.85%) and dichloromethane (2.62%). There are 20 kinds of commodities falling on a month on month basis, with 3 kinds of commodities falling by more than 5%, accounting for 3.4% of the number of commodities monitored in the sector; the top 3 products falling are ox (- 8.00%), propane (- 6.57%) and chloroform (- 5.88%). The average price of this day was – 0.54%.
3、 Future forecast
The refrigerant analyst of the business club thinks: at present, the supply of refrigerant R134a is tight, and the demand is fair. It is expected that the refrigerant R134a market will maintain stable operation in the short term.