DMF hurricane! TOP20 weekly increase in commodity prices

This week (October 23-October 29), among domestic related commodities, DMF prices increased by more than 30%, the largest increase; rubber (15255, -755.00, -4.72%) related products also continued the upward trend, but the rate of increase It has narrowed; in agricultural products, broiler-related products have increased significantly.

Supported by supply and demand, the price of DMF jumped to a three-year high. The current tight supply situation has not eased, and there is still support on the demand side, which is expected to remain high in the short term.

The supply of liquid chlorine is tight, the demand for downstream pharmaceutical intermediates is good, and the market is rising. However, the current price is at a high level, the downstream has some resistance and some callbacks.

The supply of EVA companies is scarce, and the offer has been substantially increased this week. Under the tight cargo situation, the downstream is forced to take over orders at a high position, and cost pressure has increased, and the increase may gradually narrow in the later period.

Butyl rubber continued to rise this week. There were not many domestic sources and manufacturers controlled sales. At present, the supply of some brands is in short supply, and the upward momentum still exists in the later period.

The phthalic anhydride market is gaining momentum, but the rate of increase is too fast, the downstream acceptability is limited, and the actual order volume is insufficient. It is expected to consolidate at a high level next week, and some falsely high prices or rational corrections.

During this week, the national average price of LNG has risen significantly, and the prices of receiving stations and factories have risen. The continued strong downstream demand is the main reason for the price increase. As prices continue to rise, the sentiment of downstream receiving goods is not high. It is expected that although the upward trend is still possible in the later period, the volatility may be narrowed.

Tetrahydrofuran rose significantly this week, and the rise of raw material BDO was supported. In addition, downstream pharmaceutical companies were actively purchasing in the market, and the transaction center continued to rise.

The supply of chloroacetic acid in the market is tight, the price of raw material liquid chlorine has risen significantly, and some offers have risen. Downstream users are unable to withstand high cost pressures, purchases are cautious, and the market's new order trading atmosphere is general.

The listing price of domestic manufacturers of polymer MDI rose sharply in November and the supply is tight. Traders are reluctant to sell and increase, and downstream cost pressure continues to increase. It is expected that the market will continue to be in an upward channel next week.

This week, the natural rubber spot market price center of gravity rose first and then fell slightly. Due to the strong support of excessive capital speculation, the main contract rose strongly. However, due to the impact of the epidemic in Europe and the United States on Thursday, the external macro atmosphere was bearish, and Hujiao moved back from its high level. , The spot market mostly follows disk fluctuations, and the price center of gravity has increased significantly compared with last week's average price. Next week, Hujiao will continue to weaken its momentum, or it will enter the range of shock repair and adjustment after rapid expansion.

This week, the prices of large meat-eating chicken seedlings, meat-eating eggs, rapeseed meal, and 817 chickens in agricultural products rose sharply. The broiler line has achieved an egg-miao-chicken resonance increase, and the current supply of the chicken market is shrinking. At the same time, the incubators are less motivated to incubate due to poor profits. Therefore, the upstream and downstream products of the industrial chain are in a tight supply state, and the prices are rising simultaneously. The main reason for the price increase of rapeseed meal is the tight spot supply and low inventory in the short term, and the price is supported.