In 2022, the domestic chemical market overall showed a rational decline. In the context of rising and falling, the new energy chemical market performance was better than traditional chemical industry and leading the market.
The concept of new energy is driven, and the upstream raw materials have increased. According to statistics, the top five chemical products in 2022 are lithium hydroxide, lithium carbonate (industrial products), butadiene, lithium iron phosphate, and phosphate ore. Among them, except for phosphorus ore involved the concept of new energy. In 2022, driven by the new energy vehicle industry, the prices of lithium hydroxide, lithium carbonate, and lithium iron phosphate, which are closely related to lithium batteries, showed an increase. As a product that has a close relationship with new energy vehicles, butadiene has reached 144%in the first half of 2022. Phosphorus ore has benefited from the increase in demand for phosphate fertilizer and the limited resources of resources, and has continued to rise since 2021.
Traditional chemical products market rational pullback general effect. In 2022, most of the traditional chemical products showed a high decline, and the effect of the industrial chain was obvious. For example, the decline in the top 1,4-butanol, tetrahydrofuu, N, N-di metamimamamide (DMF), dichlorogenesis, sulfuric acid, acetic acid, hydrochloric acid, etc., the declines were 68%, 68%, 61, respectively. %, 60%, 56%, 52%, 45%. In addition, the declines of products such as smooth anhydride, sulfur, titanium pink, and phenol are 22%to 43%. From the trend of these products, it can be seen that the early increase in traditional chemical products has begun to fall rationally, the speculation components have weakened one after another, and once caused the universal decline effect of the affiliated product chain.
Basic raw materials are stabilized in high levels and generally return to the law of market. Another characteristic of the chemical product market in 2022 was that basic raw materials products stabilized at the mid -to -high level, and hit a new high in the first half of the year, and the second half of the year rationally recovered. Although the prices of some large resources, organic, inorganic, and fertilizer varieties fell in the second half of the year, they rebounded in the later period, and basically returned to the market law. For example, the annual increases were 13%, 12%, 9%, and 5%of pyrine, benzide, nitric acid, and aniline, which were rationally declined rationally when the market high in mid -2022 or October. Because these chemical products are widely demand for basic raw materials, they can still maintain a strong market position after decline adjustment. In addition, products such as cycloidone, pure benzene, ethylene oxide, styrene, and acryline have fallen by 14%, 10%, 9%, 5%, and 4%, respectively. After these rising rises, they fell to within 14%of the increase and the decline within 14%. The absolute price was in the mid -to -high position, and it was relatively stable. The role of market supply and demand laws gradually strengthened.
Comprehensive analysis shows that in 2022, the chemical products market will show a market recovery process of returning to rationality and complying with market rules. At the same time, the market speculation factor has cooled down, which is particularly obvious in the traditional chemical products market. Looking into the future, basic raw material products are expected to bottom out and stabilize in 2023, traditional chemical products do not rule out the possibility of downward consolidation, new energy products are difficult to show the increase in 2022, but the development prospect is still promising.
Post time: Feb-02-2023