After May Day, the price of raw materials rose and the price of chlor alkali plate rose

According to the monitoring data of business agency, the chlor alkali plate rose as a whole after May 1st. The prices of products in each industry are as follows:

commodity , Price on May 1 , Price on May 12 , Company , Up and down

PVC , 8962.5, 9250, Yuan / ton , 3.21%

Calcium carbide, four thousand five hundred and fifty , four thousand six hundred and eighty-three point three three Yuan / ton, 2.93%

Light soda,, one thousand seven hundred and fifty-two , 1760, Yuan / ton , 0.46%

Caustic soda, 457.5, 457.5, Yuan / ton , 0

hydrochloric acid , two hundred and twenty-six point six seven , 226.67, Yuan / ton, 0

From the above figure, PVC price rose 3.21%, calcium carbide rose 2.93% and soda ash increased by 0.46%. Today, we will take a stock of the chlorine alkali products with better price rise.

First, we will look at the calcium carbide: on May 1, the average price of the Northwest market of calcium carbide was 4550 yuan / ton, and the average price of Northwest calcium carbide Market on May 12 was 4683.33 yuan / ton, and the price rose 2.93%. The reason for the price increase is that the raw material, orchid carbon, has been greatly increased, and the cost of calcium carbide is well supported. Downstream PVC market also rose slightly in the near future, downstream customers are more active in calcium carbide procurement. The future market expects the factory price of calcium carbide in Northwest China, low price consolidation of upstream orchid carbon and high consolidation of PVC market in the downstream. The enthusiasm for calcium carbide procurement is general, or small shocks will be sorted out.

Next, we will see PVC: May 1 holiday returns, PVC futures market is open, prices rise strongly, driving the spot trend direction. The trading quotient also rose, and the market overall focus shifted upward. Recently, the price of raw materials calcium carbide has increased, and the cost side support is stronger. In May, the number of maintenance enterprises increased, the market supply is tight, and the price of PVC is up. At present, the export side has weakened, but the domestic market is relatively stable. The quotation of downstream products industry also increases with the rising of raw material market. However, the acceptance of high price PVC is still low, the market transaction is light, and the purchase needs to be maintained and replenishment is bargain hunting.

From the above figure of the industrial chain, the upstream coke price rose 12.84%, calcium carbide rose 2.93% and PVC price increased by 3.21%. The near future profit of the downstream steel plant of coke is high, the starting rate of the steel plant is high, the demand for coke is good, the coke inventory in the plant is low, and there is obvious demand for replenishment. And on November, coking enterprises rose in the sixth round. Upstream prices rose, and calcium carbide prices followed. PVC price has demand side support, and in May, the number of maintenance enterprises increased, the source of goods decreased, and the PVC price also followed up.

Soda: the total stock of soda is large, but there is still uneven distribution. Now, the soda is mainly executed in the early stage, the demand side is relatively stable, the downstream normal procurement, and the enterprise actively delivers the main. From the upstream and downstream: upstream and demand: upstream: the national salt market is stable mainly, and the market atmosphere is stable. Salt enterprises have sufficient inventory, and downstream mainly purchase on demand, and it is expected that the short-term raw salt market will be stable to sort out the operation market. The price of glass in downstream rises, which supports the price of soda, or drives the demand for soda. But downstream glass is in a wait-and-see state for high price alkali, and the acceptance is not high, so the buyer and the seller still start price game.

Business analysts believe: upstream orchid carbon prices low consolidation, downstream PVC market high consolidation, the general enthusiasm for calcium carbide procurement. It is expected that the price of calcium carbide will be consolidated in the later period. At present, the new maintenance enterprises in May are still few, and most of them are routine maintenance, and the parking time is short, and the impact on supply is limited, so PVC can not continue to go higher. In addition, high price raw materials inhibit demand release, export resistance rise also pressure spot trend, short-term PVC market or continue high volatility. Domestic soda is stable and small. Downstream glass mainly purchases soda on demand, and has a conflict with high price soda. In a comprehensive view, the short-term price of soda continued to be consolidated. In general, the overall consolidation operation of the price of chlor alkali plate is mainly in the later stage.

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