How crazy was it, how miserable it is now. After falling below the 400,000 yuan/ton mark, the price of battery -level lithium carbonate fell below 390,000 yuan/ton to 387,500 yuan/ton, a new low of 1 year, and fell for 23 days. More than 100,000 yuan/ton. In just three months, the price of lithium carbonate has fallen by more than 30%compared with the highest level of 600,000 yuan/ton, which is over 20% from the 500,000 yuan/ton at the beginning of the year.
Battery grade carbonation domestic mixed price 2022-12-01-2023-03-01
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A lithium carbonate manufacturer said that as long as the customer is willing to buy a sufficient amount of lithium carbonate, the price can be as low as 345,000 yuan/ton, and you can also deliver the goods for free. Some people in the industry have stated that the actual transaction price has fallen to 330,000 yuan/ton.
Weak demand, a variety of chemicals
From the high speed down!
Industry analysis, the current cost of lithium salt price impact has weakened, demand is the dominant factor. In the first two months of this year, the terminal sales of new energy vehicles are light, the inventory of finished battery products is high, and the market purchasing demand is weak. Also hurting prices are members of the lithium family and a variety of chemicals in the chemical industry chain.
Lithium hydroxide: The price fell 110,000 yuan/ton, down 20%
The average transaction price of lithium hydroxide fell 7,500 yuan/ton per day, currently at 420,000 yuan/ton, down 110,000 yuan/ton from the beginning of February, down 20%, compared to last year’s high value down 18%, the price of upstream lithium carbonate lithium hydroxide market support weakening, 2023 new energy vehicle preferential policy expires, the market for new energy vehicles can maintain high growth concerns; Downstream business willingness to receive goods is not high, the actual market transaction is limited, mostly low price orders.
Oxygen oxidation theory domestic market price 2022-12-02-2023-03-02
Industrial grade
Lithium hexal fluoropensive: The price drops more than 40,000 yuan/ton, a decline of 19%
Lithium hexafluorophosphate fell 7,000 yuan/ton a day, and it has fallen to 17,2500 yuan/ton. From less than 70,000 yuan/ton in 2020, to the high point of 600,000/ton in March 2022, lithium hexomatoid lithium has increased by more than 700%. However, the current price of lithium hexovantic lithium has declined, a 71% decrease from last year’s high.
Lithium iron phosphate: The price fell 25,000 yuan/ton, down 14%
In February, the lithium iron phosphate market declined narrowly, down 2.97%, and currently the price is about 145,000 yuan/ton. From over 170,000 yuan/ton a year ago, it fell to about 145,000 yuan/ton. The price fell 25,000 yuan/ton. Fall by 14.7%, and the downstream is just needed. Under the current market demand and the weakening of raw materials, the downward trend of lithium iron phosphate market is more obvious.
lithium iron phosphate domestic production price 2022-12-02-2023-03-02
Dynamic type; Superior product
Solid epoxy resin: 7% of the price during the month, down 61% from the high value of history
The quotation of solid epoxy resin fell 1100 yuan/ton after the year, to 14,400 yuan/ton, and a 7.10%decrease in February, a decrease of 43%compared with the high value in recent years, and a 61%decrease from historical high value. East China and South China markets are not shipped smoothly in the market of solid epoxy resin, and the new single in the downstream single buy is light. about. The price of raw material bisphenol A and epoxyopine has a narrow weakening, resin cost support weak, lower market prices gradually.
Liquid epoxy resin: prices fell 4.38%in February, down 63%from historical high value
The quotation of liquid epoxy resin fell 700 yuan/ton after the year, to 15,300 yuan/ton, a decrease of 4.38%, a decrease of 47%compared with the high value in recent years, and a 63%decrease from the historical high value. The South China liquid epoxy resin market continues to be weak, and the enthusiasm of downstream replenishment is not high, and the offer is 15200-15800 yuan/ton. East China liquid epoxy resin market has a light gas market, resin prices fall to the cost line, downstream demand performance is sluggish, and resin production enterprises are quoted at 15,000-15600 yuan/ton.
PA6: The price fell by 3,500 yuan/ton in three months
In February, the domestic PA66 market trend fell and then went sideways. The ex-factory average price of PA66 in China was 21000 yuan/ton. In the past three months, PA66 fell by 3500 yuan/ton and in the past month by 1500 yuan/ton, which was 2.33% higher or lower than the price level at the beginning of the month. The overall load of domestic PA66 industry is more than 65%, with abundant supply of goods on the floor, and the weak demand is difficult to change. Terminal enterprises need to follow up to maintain the rigidity of goods, and have strong resistance to high-priced supplies. Brand names of Japan’s Asahi Asahi 1300S and DuPont 101L all fall all the time.
PA66 Zhejiang mixed price 2023-02-01-2023-02-28
Mid -stick injection level:
n addition, some data show that although dozens of raw materials have risen rapidly under the decline in the favorable pull and operation rate of the policy, there are also raw materials that have fallen by a thousand yuan, such as DMF, bromine, isoctyl alcohol, zinc ingot and so on. Presumably behind the fall in product prices, there will not be a very prosperous and hot downstream market.
The price of bromine fell 8300 yuan/ton to 31,700 yuan/ton, a decrease of 20.75%;
The price of sodium hydroxide fell 900 yuan/ton to 3833.33 yuan/ton, a decrease of 19.01%;
The price of DMF fell 1225 yuan/ton to 5675 yuan/ton, a decrease of 17.75%;
The price of caustic soda fell 194 yuan/ton to 904 yuan/ton, a decrease of 17.67%;
The price of isobutyral fell 1100 yuan/ton to 7,200 yuan/ton, a drop of 13.25%;
The price of solid epoxy resin fell 1100 yuan/ton to 14,400 yuan/ton, a decrease of 7.10%;
The price of N-butanol fell 495 yuan/ton to 7505 yuan/ton, a decrease of 6.19%;
The price of Isobutanol fell 442 yuan/ton to 7391 yuan/ton, a decrease of 5.64%;
The price of methyl acetate fell 200 yuan/ton to 4,200 yuan/ton, a decrease of 4.55%;
The price of liquid epoxy resin fell 700 yuan/ton to 15,300 yuan/ton, a decrease of 4.38%;
The price of zinc ingots fell 1015 yuan/ton to 23455 yuan/ton, a decrease of 4.15%;
The price of epichlorohydrin fell 358 yuan/ton to 8550 yuan/ton, a decrease of 4.02%;
The price of aluminum ingot fell 420 yuan/ton to 18570 yuan/ton, a decrease of 2.21%;
The price of titanium dioxide (anatase) fell 200 yuan/ton to 14,300 yuan/ton, a decrease of 1.38%;
The price rise and fall of any product should be the market shape. The higher the demand, the higher the price, the lower the price, the lower the price. However, from the perspective of the domestic chemical industry product price increase in recent years, it is not difficult to find its characteristics. The products that can “will” increase prices have the following characteristics:
First, products with high technical barriers. For example, special pigments and dyes, high efficiency catalysts, advanced polymers, etc., products that take a lot of time and money to market are often high added value, with unique properties and advantages, and also have strict patent protection. Therefore, their technical barriers are very high, and no other companies in the market can copy them. Basf, DuPont and other companies have such products.
Second, chemical products with strong irreplaceability. For example, PC, PU, LCP, etc., these products are often unique. Because of their unique performance, quality and formula, there is no alternative product in the market, so the enterprise can adjust the price flexibly according to the market demand. Many raw materials upstream of the coating industry chain belong to this category, so coating enterprises are unified by foreign enterprises “jam”.
Finally, the chemical products of the oligopoly landscape often have the “privilege” of price increases. For example, MDI, TDI, titanium pink powder, PVC, PP, etc. are often controlled by a few enterprises. You can achieve monopoly by controlling the supply chain, acquiring competitors or mergers, and flexibly adjusting product prices to get the maximum profits. For example, Wanhua Chemical, Luxi and other large factories often have an unshakable position.
This also reveals the core cards behind the feats of Titanium and white powder in 2023, Wanhua MDI’s three -game rose, etc., while those companies that are not competitive are very difficult. The bad competition pattern has made the industry and enterprises survive difficultly, and the right to speak is extremely low. Maybe follow the rhythm of the leader, but cannot really get a foothold in the market.
Post time: Mar-10-2023