Sunshine Commodity Ups and Downs Forecast

Sunshine's commodity ups and downs forecasts are explained from the aspects of varieties, latest prices, analysis points, and market outlook forecasts
.

Acetic anhydride: 12125.
00 yuan/ton
.
The price of acetic acid fluctuated and rose, the price of methanol fluctuated and stabilized, and the cost of acetic anhydride rose; acetic anhydride enterprises started at a low level, Yankuang acetic anhydride equipment was shut down, and the inventory of acetic anhydride was insufficient
.

Aluminum fluoride: 12766.
67 yuan / ton
.
The hydrofluoric acid market rose at a high level, the price of sulfuric acid was adjusted at a high level, and the cost of aluminum fluoride rose; the price of electrolytic aluminum fell from a high level, and the demand for aluminum fluoride fell, and the market outlook for aluminum fluoride rose in shock
.

Cobalt: 419,000.
00 yuan/ton
.
The price of cobalt salts rose slowly; the production and sales of new energy vehicles increased, the production and sales of ternary batteries increased, and the proportion of installed ternary batteries decreased month-on-month; international cobalt prices rose; new energy vehicle companies increased orders for lithium batteries, and ternary batteries are expected to last 22 years Ushered in the outbreak, the cobalt price fluctuated and rose in the market outlook
.

Palm oil: 9950 yuan / ton
.
Since November, palm oil has dived high and prices have fallen sharply
.
Mainly due to bad news, palm oil production in Malaysia declined, spot prices fell 3.
68% from the beginning of November, palm oil inventories are currently low, and there is still room for growth in the market outlook
.

Live pigs: 16.
85 yuan/kg
.
Since last weekend (November 6), the temperature across the country has dropped significantly.
At the same time, there have been heavy snowstorms in many places.
The difficulty of transporting live pigs has increased significantly.
The supply of domestic live pigs has tightened again.
On the 8th, the domestic live pig price rose to 16.
85 yuan/kg, an overall increase of 3.
50% compared with November 1st.
The temperature and snow fell in many places on the weekend, and the farmers' attitude of reluctance to sell and support the price became stronger.
It is expected that the price of pigs will continue to rise to 17 yuan/kg in the short term.
around kilograms
.

OX: 7200.
00 yuan/ton
.
The price of mixed xylene was weakly adjusted, and the cost of ortho-xylene fell; the port o-benzene went out of storage, and the price of imported o-benzene rose;
.

Thermal coal: about 1092.
5 yuan/ton
.
In terms of production areas, the effect of the intervention policy has shown, and coal production has increased
.
The tight supply situation has eased, coal production capacity has been released in stages, and coal prices have fallen; in terms of ports, according to the National Development and Reform Commission's news on November 6, with the increase in national coal production, the coal supply of power plants has continued to exceed coal consumption since November, and the inventory The average daily increase was 1.
6 million tons, and the level of coal storage increased rapidly
.
With the arrival of the heating season, power plants still need coal
.
However, at this stage, more purchases are based on demand, and a cautious wait-and-see state is maintained
.
In the later stage, the price of thermal coal is mainly weak, depending on the downstream market demand
.

Rebar: 4871.
11 yuan / ton
.
On the 8th, the spot price of rebar rose slightly
.
At present, the base prices of Huanghai and Binxin are around 4820-4860 yuan/ton
.
Last weekend, the snails rebounded sharply in the night session, the market sentiment improved, and the spot quotations of merchants rose as a whole
.
However, the temperature dropped sharply, the terminal demand was unable to be released, and the price increase lacked stamina
.
The price of raw materials has been pulled back, and the focus of cost has moved down
.
After entering the off-season, the demand side continues to be sluggish.
It is expected that the market outlook for rebar will be dominated by narrow fluctuations

Pvc: 9210 yuan / ton
.
On November 8, the closing price of PVC contract 2201 was 8518 yuan/ton, up 2.
8%.
The futures price rebounded and rose.
RMB/ton, the cost support is weakened, and the demand is lower than expected, and the market is still running weakly.
It is expected that the PVC market will be mainly volatile in the short term.

Fuel oil 180CST: 5720.
00 yuan/ton
.
The overall trading of the ship fuel market is light, some companies are under pressure on the inventory, and the terminal is mainly destocking.
The price is around 5,800-6,000 yuan/ton, and it is expected that the fuel oil 180CST market will be weak in the near future
.

Zinc: 22988.
00 yuan / ton
.
The domestic zinc concentrate processing fee has declined, the production enthusiasm of zinc smelters has weakened, and the domestic zinc smelting output is expected to decline; Trafigura Group has cut zinc smelting production by 50%, and Glencore's three zinc smelters have staggered production, and the global zinc supply is expected to decrease; The social inventory of zinc ingots decreased; PMI declined, domestic manufacturing production slowed down, and both supply and demand in the zinc market were weak; the zinc price returned to the level of zinc prices in September; the galvanized sheet market fell, the demand in the zinc market fell, and the zinc price range adjusted in the future
.

DOP: 12175.
00 yuan / ton
.
The price of the raw material isooctanol fell, the price of phthalic anhydride fell slightly, and the cost of DOP fell; the price of downstream plastic PVC fell sharply, and the demand fell; the start of DOP manufacturers rose at a low level, and the price of DOP fell in the future
.

DOTP: 12400.
00 yuan / ton The price of raw material octanol fell, the PTA market fluctuated and fell, and the cost of DOTP fell; the downstream PVC market fell sharply, and downstream customers just needed it; DOTP companies started to rise at a low level, and the price of DOTP fell in the future
.

DBP: 11000.
00 yuan/ton
.
The price of raw material n-butanol fell weakly, the price of phthalic anhydride fell slightly, the price of isooctanol fell, and the cost of DBP fell; DBP started to rebound from a low level, DBP supply was stable, and the DBP market fell in the future
.

Waste paper: The purchase price of waste paper in Zhejiang is 2486.
67 yuan/ton The price of waste paper has been fluctuating recently.
Although the purchase price in the domestic market is still on an upward trend, there are still some areas where there is a downward trend
.
Although the price of finished paper is still rising, the market transaction is flat, the big manufacturers continue to support the price, and some small and medium-sized paper companies sell at a narrow margin
.
This makes the price of waste paper at a high level and a weak trend.
At present, the price of waste paper is rising and falling, and the room for recovery of the national waste market is still limited.
It is expected to remain stable in the short term or there is a risk of local fluctuations
.

Glass: 27.
86 yuan / square meter
.
On November 8, the focus of the glass spot market continued to decline
.
In winter, the rain and snow weather made transportation difficult, and the delivery situation was general
.
Construction shutdowns in the north are looming and demand weakens
.
In Shahe, North China, the market transaction was weak, the price of manufacturers continued to decrease, downstream enterprises were more wait-and-see, and traders mainly digested inventory
.
The market transactions in East China were average, the prices of some manufacturers were lowered, and the downstream processing plants started at a low level, so they were more cautious in receiving goods
.
Glass shipments in central China are generally average, and manufacturers' prices continue to drop
.
The shipment situation in the South China glass spot market is general, and the prices of some manufacturers have been lowered.
In the short term, the glass spot market price may continue to slope downward
.