1. Market Monitoring of Domestic Raw Medicines and Intermediates
In the first half of the month, with the gradual increase of Hubei automobile manufacturers, the market is expected to start the late period of the dilution of various products gradually, but the wait-and-see mood is still heavy; in the second half, with the tightening of environmental protection situation, the low inventory factors appear, market-based raw materials and intermediates substantially increased the quotation, resulting in the increase of the market varieties.
As for herbicides, the price of glyphosate manufacturer is rising rapidly and the manufacturer is unwilling to take orders; the stock of glyphosate is tight and the price is firm; the price of fluorosulfonamide, nitrosulfuron and Nicosulfuron are affected by the rising price of upstream intermediates, and the quotation is rising. The other herbicide varieties are planned to start up. Mainly stable market, low overall inventory. As for pesticides, the stock of new nicotine products is low and the quotation is firm; with the price adjustment of ethyl chloride at the end of the month, the manufacturers of chlorpyrifos and phoxim increase the quotation; the supply of avermectin series products is tight and the quotation is increased; the supply of pyrimidine and fipronil is still tight and the price is high. The varieties of fungicides and intermediates are relatively stable, but with the decrease of stocks, some products are in short supply. Although manufacturers are planning to start production step by step, the tension of environmental protection situation still restricts the release of market capacity. In the later stage, we need to pay attention to the impact of manufacturers'driving time on the market.
This month, international crude oil prices fluctuated mainly. Basic raw materials, such as triphenyl, propylene series, phenol ketone and so on, rebounded. Low market inventory and partial supply hindrance were the main reasons. For intermediates, affected by environmental protection situation, the start-up rate of manufacturers decreased, resulting in the spread of variety tension and signs of market rebound. Initially, with the increase in the number of original drug manufacturers driving in the later stage, the impact of such factors will gradually emerge.
2. Main Market Analysis and Future Market Forecast
2.1 Insecticides
This month, Avermectin and Avermectin Benzoate series stop falling and rebound, factory inventory is low, shipment is tight, quotation is firm, Avermectin powder reported to 400,000 yuan/ton at the end of the month, but manufacturers are not easy to take orders, Avermectin Benzoate raw drug increased to 620,000 yuan/ton, factory parking overhaul led to production capacity can not be released.
New nicotine products have high prices, low stocks and export orders. The market price of imidacloprid has risen to 98,000 yuan/ton. Acetamiprid has been maintained at 88,000 yuan/ton. Thiamethoxam has been quoted at a high price of 80,000 yuan/ton without stocks. Enidamiprid has been reported at 128,000 yuan/ton with weak demand, but its stock is also low.
In the aspect of pyrethroid raw drugs, methyl cardinate and etheraldehyde in the upstream are in low order, although the price is expected to rise, but the downstream manufacturers stop and repair gradually, and the market turnover is weak. The price of Cyhalothrin raw drugs is 130,000 yuan/ton, the price of bifenthrin raw drugs is 173,000 yuan/ton, and the permethrin oil is down to 30,000 yuan/ton. Although pyrethroid products in the later period have low driving enthusiasm, they still need to digest the stock.
For organophosphorus products, the price of ethyl chloride was raised to about 16,000 yuan/ton, resulting in an increase in the price of chlorpyrifos and phoxim at the end of each month. The price of chlorpyrifos was 26,000 yuan/ton in kind and 25,000 yuan/ton in phoxim. The production capacity of malathion was relatively concentrated and the price was stable at 17,500 yuan/ton.
At present, the stock of fipronil is low, rising to 400,000 yuan/ton. Pyrimidacloprid remains tight this month, with a price of about 130,000 yuan per ton. The market of spirodextrin and acetamidazole is basically over. At present, there are many stocks in the market. The original spirodextrin is 130,000 yuan/ton, while the original acetamidazole is down to 265,000 yuan/ton. There is a phenomenon of low-price selling in the market. However, the stock of bromoclofenil is low and the price is still firm at 180,000 yuan/ton, while that of acetamide is firm at 38,000 yuan/ton, which is expected to rise.
2.2 Herbicide
Glyphosate manufacturers continued to raise their prices this month. At the end of the month, the price was about 19.5 million yuan per ton. Environmental protection was the main reason for the price increase. The price of glyphosate is stable at 118,000 yuan/ton and the supply of glyphosate is on the tight side due to the decrease of stock. The stock of fluralin was low, and the price was raised to 32,000 yuan/ton, mainly for export. Fluorosulfamethoxazole was also mainly for export. The upstream intermediates increased greatly, and the quotation was raised to 90,000 yuan/ton. As for herbicides in Maize fields, due to the tension of intermediates, the price of Nicosulfuron was 168,000 yuan/ton, and that of Nicosulfuron was 123,000 yuan/ton. However, atrazine remained at 18,000 yuan/ton, and every manufacturer had not yet issued the final policy of depletion.
Amide herbicides are mainly stable, metolachlor is 24,500 yuan/ton, metolachlor is 24,000 yuan/ton, propachlor is 35,500 yuan/ton, acetochlor is 20,000 yuan/ton. The manufacturers mainly collect money, and have not given a definite light storage price. The market situation of upstream intermediates such as aniline and MEA is the key to the market. Key factors.
This month, the original ethofluoroether is still in export order, supply is tight, quote 128,000 yuan/ton. The export demand of alkenyl ketone is general, and the quotation is stable at 120,000 yuan/ton. At the end of the medication season, the original drug of metformin and sodium chloride 2-methyl-4 were reported at 47,000 yuan/ton and 19,000 yuan/ton respectively. The market stock was low. The original benzothiazide drug currently maintains a quotation of 55,000 yuan per ton, waiting for the manufacturers'dilution policy. The supply of Cyhalothrin is still tight due to the limited supply of upstream intermediates. The market quotation is 190,000 yuan/ton. The rest of the varieties were stable, with the original Quizalofop Ling drug reported 140,000 yuan/ton, the original herbicide of Pinus tabulaeformis dropped to 66,000 yuan/ton, and the price of water agent of Pinus tabulaeformis declined to 26,000 yuan/ton, with little market turnover. The herbicide market will be gradually developed in the late period of dilution storage.
2.3 Fungicides
The market performance of traditional fungicides is relatively weak. Weather factors, cash crop market performance, inventory factors and new varieties substitution are the main influencing factors. The original drug of pyrazole ether Mycobacterium ester is still tense, with a high price of 350,000 yuan per ton, but the market performance of the preparation is general.
Although the supply of triazole fungicides is on the tight side and the stock is low, the overall demand shows a strong performance. The original drug of Difenoconazole is 135,000 yuan/ton, the original drug of propiconazole is 105,000 yuan/ton, and the original drug of hexazole is 93,000 yuan/ton, which is mainly stable. However, the stock of Tebuconazole is low, the market start-up rate is low, the intermediate is high, and the price is 72,000 yuan. / Tons; Tricyclazole raw drug supply is tight, quoted 47,000 yuan/ton, pay attention to the late manufacturers driving situation.
The market of Carbendazim and methyl thiophanate is relatively stable this year. The market demand is general, the supply is limited, and the quotation is stable. The original drug of carbendazim is within 35,000 yuan per ton in kind and the original drug of methyl thiophanate is within 30,000 yuan per ton. The demand of enoylmorpholine is poor this year, and the stock of market preparations is large. The market quotation is 84,000 yuan/ton. The market of pyrimethyl ester was seized by the same kind of fungicides, and the price of high content source was 178,000 yuan/ton. The demand for ether Mycobacterium ester is general. The price quoted by the manufacturer is 225,000 yuan/ton. However, there are many small factories without certificates, and the low price disturbs the market. Some small varieties, such as isomycetin, ethomycin and fluosidazole, have concentrated production and stable prices. The original drug of isomycetin is 145,000 yuan/ton, and the original drug of ethomycin is 115,000 yuan/ton. Chlorothalonil is still continuing this year's tense trend. Exports are booming, there is no supply in the market, and the price of the original drug is high.
2.4 Intermediate
This month, the international crude oil market shocks mainly, but with the digestion of inventory, basic raw materials such as triphenyl, propylene series, phenol ketone, acrylonitrile, acetonitrile market rebounded; the market of phosphorus chemical industry, fluorine chemical industry, chlor-alkali chemical industry is mainly stable, bromine prices continue to rise, reported to 28,000 yuan/ton at the end of the month, but the downstream acceptance is general. Ethyl chloride was increased to 16,000 yuan/ton. Etheraldehyde, methyl cardiac acid ester and 2-chloro-5-chloromethylpyridine all showed stable performance.
The current downturn in the market has reduced the overall market output, resulting in low market inventory. In the later period, the industry should pay more attention to inventory, pay more attention to the changes in market prices, and maintain reasonable inventory in the context of environmental tension.