According to the monitoring data of the Business News Agency, after the Spring Festival, the hydrogen peroxide market continued to fluctuate and fall. Before the festival, the average market price of hydrogen peroxide was 750 yuan/ton. On February 6, the average market price of hydrogen peroxide was 733 yuan/ton, down 2.22%.

The market of hydrogen peroxide fluctuated and fell after the bad end demand

After the Spring Festival, the overall recovery of the hydrogen peroxide terminal paper printing industry still needs some time. The demand for hydrogen peroxide is relatively low and the market is weak. The mainstream price of hydrogen peroxide in Shandong is about 570 yuan/ton, and the price has dropped by 30 yuan/ton; The mainstream price of hydrogen peroxide in Anhui is about 750 yuan/ton, and the market is stable. The mainstream price of hydrogen peroxide in Zhejiang is 1050 yuan/ton, and the market is stable.

Li Bing, an agricultural product analyst at the Business Society, believes that since February, the demand for terminal hydrogen peroxide has gradually recovered, and the hydrogen peroxide market is expected to stop falling and rising in the future.

The price of aluminum fluoride fell on February 1

According to the data of Business News Agency, as of February 1, the average price of domestic aluminum fluoride was 11325 yuan/ton, down 1.52% from 11500 yuan/ton on January 31. The cost fell and the price of aluminum fluoride fell.

The price of raw materials fell

According to the monitoring of the Business Agency, as of February 1, the price of fluorite was 3156.25 yuan/ton, down 0.59% from the price of 3175 yuan/ton on January 27; As of February 1, the price of hydrofluoric acid was 10000 yuan/ton, down 10.83% from 11214.29 yuan/ton on January 27. After the holiday, the price of fluorite, the raw material, dropped sharply, the price of hydrofluoric acid, the cost of aluminum fluoride, and the downward pressure on aluminum fluoride increased.

Market overview and forecast

According to the aluminum fluoride industry analyst of the Business Agency, the price of raw materials fluorite and hydrofluoric acid dropped sharply after the holiday, the cost of aluminum fluoride dropped, the pressure on aluminum fluoride to fall increased, and the price of aluminum fluoride fell in shock.

According to the bulk list data of Business News Agency, the average price of domestic industrial lithium hydroxide enterprises was 530000.00 yuan/ton as of January 30, down 4.22% from January 1.

The domestic lithium hydroxide market fell in January. In the first ten days, the supply side was mainly stable, and the export order performance was good, but the upstream lithium carbonate was weak, and the domestic demand side was flat, dragging the market mentality, and the focus of lithium hydroxide market negotiation was weak. In the middle of the year, the upstream lithium carbonate operated weakly, and the support for the lithium hydroxide market was weak. The domestic downstream purchase intention was not high, and the transaction was mainly just needed. In addition, the foreign demand was weakened, and the market mentality was insufficient. The focus of the lithium hydroxide market negotiation was downward. The Spring Festival holiday was approaching, the market transaction was limited, and the enterprise quotation was mainly stable. After the holiday, the market is gradually recovering, the wait-and-see atmosphere is strong, and the focus of negotiation is temporarily stable.

Upstream lithium carbonate, according to the data monitoring of the Business News Agency, the price of industrial and battery grade lithium carbonate showed a downward trend in January 2023. As of January 29, the average domestic mixed price of industrial grade lithium carbonate was 473600 yuan/ton, down 6.03% from the average price of 504000 yuan/ton on January 1.

According to the lithium hydroxide analyst of the business agency, the price of lithium carbonate in the upstream is mostly stable, and the impact on lithium hydroxide is not significant for the time being. The market is recovering, and wait-and-see is the main factor. It is expected that the domestic lithium hydroxide market will be stable in the short term, and more attention should be paid to the market news guidance.

This week, the spot tin market price (1.6-1.13) fluctuated downward. The average price in the domestic market was 202360 yuan/ton at the end of last week and 220660 yuan/ton at the end of this week, up 9.04% this week.

The commodity price K-bar chart uses the concept of price trend K-line to reflect the weekly or monthly price changes in the form of bar chart. Investors can buy and sell investments according to the changes in the K-bar chart. Red indicates: rising; Green means: down; The height of the K column indicates the range of rise and fall. It can be seen from the above figure that the tin price has risen continuously after November 2022 due to the influence of macro factors.

This week, the futures market of Shanghai and tin rose sharply in the week, with an increase of 7.46%. However, the recent continuous rise of tin prices was mainly boosted by the expected positive macroeconomic factors and the market’s risk aversion mentality, which affected the performance of funds on the floor. In the spot market, affected by the futures market, tin prices rose this week. Basically, although the production of tin mines in Peru is suspended and the market is expected to cause supply tension, the impact is limited at present. The root cause of this round of rise is still the expected improvement of downstream demand. Recently, the electronic consumption industry has gradually warmed up. The market expects that the overall demand for tin will rise to some extent in 2023, boosting the market mentality. As the holiday approaches, the upstream smelter starts to operate on a low level, and the market supply is slightly tight. The stock preparation before the holiday has ended, and the subsequent market performance needs to wait until the market is clear after the holiday.

The non-ferrous index stood at 1204 points on January 14, unchanged from yesterday, down 21.72% from the highest point of 1538 points in the cycle (2021-10-18), and up 98.35% from the lowest point of 607 points on November 24, 2015. (Note: the period refers to 2011-12-01 to now).

According to the price monitoring of the Business Agency, in the list of commodity prices rising and falling in the second week of 2023 (1.9-1.13), there were 9 commodities in the non-ferrous sector that rose on a month-on-month basis, including 1 commodity that rose more than 5%, accounting for 4.3% of the monitored commodities in this sector; The top three commodities were tin (7.06%), copper (3.72%) and aluminum (3.41%). There were seven commodities that fell on a month-on-month basis, with cobalt (- 2.50%), dysprosium oxide (- 1.80%) and lead (- 1.68%) among the top three products. The average rise and fall of this week was 0.39%.

Domestic sodium pyrosulfite price trend chart

According to the monitoring of the Business News Agency, the domestic sodium metabisulfite price remained stable this week. The average price of industrial sodium metabisulfite at the beginning of the week was 2350.00 yuan/ton, and the average price at the end of the week was 2350.00 yuan/ton.

In January, the centralized preparation of goods in the downstream of the previous year was basically completed, and the domestic logistics gradually stopped at the end of the year, and the domestic market price of sodium metabisulfite and sodium metabisulfite was stable and advanced as a whole. This week, the domestic market price of sodium metabisulfite was 2350-2500 yuan/ton, most of which were concentrated around 2350 yuan/ton. (The above prices refer to the external quotations of domestic mainstream enterprises, and some enterprises that have not been quoted are not included in the scope temporarily. The prices are for reference only and have nothing to do with the final pricing of the manufacturers. For details, please contact the manufacturers for consultation).

As of January 13, the price of domestic soda ash rose slightly by 0.6%, the price of sulfur rose by 2.36%, and the price of upstream raw materials rose slightly. The cost will play a certain role in supporting the market price of sodium pyrosulfite in the future.

Aftermarket forecast

Analysts from the Business News Agency believe that the domestic sodium metabisulfite trade is gradually weakening towards the end of the year, and it is expected that the domestic market price of sodium metabisulfite will continue to move steadily in the short term.