Since April, the domestic trichloromethane market has shown a high level with a slight decline. According to the Commodity Market Analysis System of Shengyi Society, as of April 23, the price of trichloromethane water in Shandong Province was 2800 yuan/ton, a decrease of 3.45% from 2900 yuan/ton at the beginning of the month. Maintain a pattern of strong demand driven and cost supported overall.
At the beginning of the month, major factories such as Luxi Chemical quoted 3100 yuan/ton; In the middle of the month, as the market weakened, the mainstream transaction price gradually fell back to 2900 yuan/ton; The mainstream ex factory price has been lowered to 2800 yuan/ton, with a cumulative decline of 2.33% for the month. At the end of the month, the market remained stable at 2800 yuan/ton (for bulk water ex factory), with high-end negotiations in the range of 2800-2900 yuan/ton.
After the April holiday, the operating rate of methane chloride slightly decreased to around 7.9%, and the supply side was slightly reduced. Some companies conducted routine maintenance, but it did not affect the overall supply.
The raw material methanol remains at a high level of 2100-2300 yuan/ton. As of April 23, the spot price of methanol was 3256 yuan/ton, an increase of 4.38% from 3120 yuan/ton at the beginning of the month. Due to the strong maintenance of chlor alkali, the price of liquid chlorine is between 400-450 yuan/ton, with a clear cost bottom, which provides strong support for the price.
The demand side is weak, and the core downstream refrigerant R22 is affected by quota reduction, resulting in a year-on-year decrease of 3% -5% in demand. Procurement is mainly based on small orders for essential needs; The demand in the fields of medicine and electronics is stable, but the volume is limited, making it difficult to drive the market.
Analysts of methane chloride data believe that the market weakened slightly in April due to weak demand and loose supply, but the cost bottom is obvious and prices are difficult to fall deeply. As the cooling peak season approaches in May, downstream stocking may gradually start. If raw materials remain at a high level and there is no significant increase in supply, the market is expected to rebound slightly.