On December 30, the rare earth index was 805 points, an increase of 1 point compared with yesterday, a decrease of 19.50% compared with the highest point of 1000 points in the cycle (December 6, 2011), and an increase of 197.05% compared with the lowest point of 271 points on September 13, 2015. (Note: the cycle refers to the period since December 1, 2011).

The trend of domestic rare earth index is rising, the prices of some domestic light rare earth praseodymium and neodymium series are rising, the price of praseodymium and neodymium oxide is rising by 1000 yuan / ton to 843500 yuan / ton, the price of praseodymium and neodymium metal is rising by 1.03 million yuan / ton, the price of praseodymium oxide is 875000 yuan / ton, the price of neodymium oxide is 925000 yuan / ton, the price of metal praseodymium and neodymium is rising by 5000 yuan / ton to 1.13 million yuan / ton, The price of dysprosium oxide increased by 5000 yuan / ton to 2.905 million yuan / ton, the price of dysprosium ferroalloy was 2.9 million yuan / ton, and the price of metal dysprosium was 3.75 million yuan / ton. Some prices in the domestic light rare earth market increased, and the recent procurement was general. The price of dysprosium Series in the domestic heavy rare earth market increased, the price of terbium series increased slightly, the downstream procurement was mainly on demand, and Myanmar banned export, The domestic rare earth market price is expected to rise slightly in the later period.

Trade name: ammonium sulfate

Latest price: 1760 yuan / ton

Key points of analysis: the price of ammonium sulfate was stable on December 29, which was flat compared with the previous trading day. The market of ammonium sulfate is cold today, and there is no good news in the venue. Domestic and foreign demand is weakened, the enthusiasm of downstream procurement is not high, and most of them hold a wait-and-see attitude. In order to ensure the stability of shipments, some enterprises reduced their prices slightly.

Future forecast: the price of ammonium sulfate will fall in the short term.

Product Name: phosphate rock

Latest price (December 28): 680 yuan / ton

Key points of analysis: according to the data monitoring chart of business society, on December 28, the domestic phosphorus ore market was highly stable and operated. The average market price of 30% grade phosphorus ore in China was 680 yuan / ton, which was basically the same as that of the previous working day. On the 28th, the quotation of 30% grade phosphate rock freight plants in Guizhou was around 640-670 yuan / ton, the price of 28% grade phosphate rock freight plants was around 580-620 yuan / ton, the quotation of 30% grade phosphate rock freight plants in Guangxi was around 630-680 yuan / ton, and the price of 28% grade phosphate rock freight plants was around 570-630 yuan / ton. At present, the supply and demand of phosphate rock is relatively stable and the trading atmosphere is normal.

Future forecast: at present, the supply and demand in domestic phosphate rock yards tend to be stable, and the supply of phosphate rock in Guizhou and other regions is still dominated by contract old customers. Near the new year’s Day holiday, the quotation of the industry is high and stable. Phosphate ore analysts of business society believe that in the short term, the domestic phosphate ore market will continue to operate at a high level and stably, and more attention needs to be paid to the news changes of supply and demand.

1、 Price trend

Latest price (December 27): 31000 yuan / ton

Key points of analysis: according to the data monitoring chart of the business agency, on December 27, the price of refrigerant R134a was temporarily stable, and the price of raw hydrofluoric acid was weakly stable, but the demand of the vehicle market has been light, the enterprise inventory has accumulated to a certain extent, and the price of raw hydrofluoric acid has decreased in the stable offer of the cargo holder. It is bearish in the future. The price of raw hydrofluoric acid is about 12700 yuan / ton, and the market price of R134a is in the range of 25500-29000 yuan / ton.

R134a market is expected to decline in the short term.

This week, the domestic bisphenol a market continued its stalemate and finally faced a decline. In the first three working days, the domestic bisphenol a market made a stable offer of 16100-16300 yuan / ton, but the market trading surface was not ideal. It was followed by the auction of a petrochemical in East China, but the overall fluctuation was small. The two auctions in the week were 14700-14800 yuan / ton. Near the end of the weekend, under the pressure of the carrier, the negotiated price of the actual order in the market fell to 15850-16000 yuan / ton. Up to now, the mainstream negotiation price in East China is 15850-15900 yuan / ton, and that in North China is 15900-16000 yuan / ton.

The offer of bisphenol A in various markets in China is as follows (the rise and fall range is compared with the previous trading day):

region ., Quotation, Fluctuation range

East China 15850-15950 – two hundred

North China 15900-16000 – one hundred

The recent trend of bidding is as follows;

At the beginning of this week, the price of the related product epichlorohydrin continued to rise sharply and then fell. For the downstream resin market, the cost increased and exacerbated the wait-and-see atmosphere in the downstream market. The offer of downstream epoxy resin market is narrow and upward, but the market trading is cold. The offer of East China liquid resin market is RMB 25200-26000 / ton.

On the raw material side, the market focus of phenol has increased significantly. This week, the factory has raised the price for many times. The mainstream offer of the factory has been pushed up to 9500-9600 yuan / ton, followed by the upward offer of 9550 yuan / ton. At the beginning of the week, the inventory of Jiangyin port decreased significantly, the importers have no shipping pressure, and the price support mood has increased, but the overall downstream pursuit is cautious. The real order is flat. Acetone is stable and strong, pushing up the operation. The negotiated price is 5250-5300 yuan / ton. There are many downstream companies that need to follow up, mainly small orders in the field.

From the perspective of business analysts, the current cost support is strong, but downstream procurement is difficult to be positive. Although there are few spot resources, the downstream operating load is not high, and the market trading is mostly small order replenishment. The range consolidation is expected to continue at the end of the month, and the market is expected to continue downward adjustment.