Herbicide market
There are many kinds of herbicides affected by water events, and all parties pay close attention to market changes. The glyphosate glycine market has been steadily consolidating, and the quotations of various manufacturers are less than 25,000 yuan/ton, and market negotiations are the mainstay; The downstream replenishment of glufosinate started slightly, the terminal drugs started gradually, and the market as a whole consolidated downward. The price of glufosinate is lower than 6.5438+0.47 million yuan/ton; Diquat's mother drug terminal market started slowly, and the manufacturers' inventory was under pressure. The price is less than 38,000 yuan/ton, and the market turnover is sluggish.
The overall transaction of amide herbicides was sluggish, and the downward price of the original drug in the early stage led to the slow delivery of the preparation distribution channel, which was affected by the inventory, and the stocks of manufacturers and terminals were reduced, and the inventory of each link was insufficient. It is very likely that the market will start with concentrated goods, but the short-term supply is insufficient. The price of pretilachlor is stable to 36,000 yuan/ton; The delivery price of acetochlor in barrels is 22,000 yuan/ton, and the competition among manufacturers is fierce. The original prices of butachlor, metolachlor and metolachlor are 22,500 yuan/ton, 24,000 yuan/ton and 24,000 yuan/ton respectively. The terminal unloading of fenoxaprop-p-ethyl was slow, and the manufacturers stopped production one after another, so the inventory was low and the price was 72,000 yuan/ton.
The price of phenol is consolidating and the market is coming to an end. The price of the original drug 2,4-drops is 22,000 yuan/ton, and the price is still at a high level. The demand for high-end delivery of bensulfuron-methyl API terminal weakened, the competition among manufacturers was fierce, and the market fell sharply, with the market price of 225,000 yuan/ton; _ There are few manufacturers of original drugs, and the market gap is large. The price is maintained at 320,000 yuan/ton. The resumption of production in Subei Park is affected by the Xiangshui incident, and it is expected that the supply will continue to be tight.
The upstream production capacity of pendimethalin has been expanded, the low-price competition of downstream preparations is fierce, the delivery of preparations is slow, and the turnover is less than 48,000 yuan/ton. The supply of fomesafen technology is stable, the domestic replenishment is on the sidelines, the export slows down, and the market price goes down. The actual transaction price is about 6.5438+0.22 million yuan/ton. Affected by environmental protection, it is difficult to treat the "three wastes", and the price is maintained at around 40,000 yuan/ton.
The stock of high-efficiency haloxyfop-methyl is low and the terminal market is stable. The market quotation is at a low level of 235,000 yuan/ton. The supply of quizalofop-p-ethyl and nicosulfuron is still tight, and the continuity of supply of manufacturers is blocked. The market price is 255,000 yuan/ton and 305,000 yuan/ton, and the supply is still tight. 2- ethylhexyl clopidogrel acetate technology market replenishment is less, and the market is gradually stable. The manufacturer quoted 235,000 yuan/ton. Affected by the shortage of intermediates, the market price of raw materials in penoxsulam is at a high level of 6.5438+0.68 million yuan/ton, and the supply is tight in the near future.
The technical drugs of oxyfluorfen and mesotrione are greatly affected by water events, and resorcinol is in short supply and the price rises, which leads to abnormal cost support and high probability of market stabilization and reversal. The stock of oxyfluorfen is under pressure in the market, and the domestic paddy field medicine is coming to an end, and the export inquiry list is increasing, which has obvious cost support and the price is stable at around 1.62 million yuan/ton; The supply of mesotrione decreased, light storage goods were delivered one after another, and the price stabilized to 230,000 yuan/ton. The market trend in the later period needs continuous attention.
Safety and environmental protection investigation on the shutdown of the original pesticide garden of bentazone. Although the terminal inventory and upstream and downstream replenishment of preparations are deadlocked, the inventory in each link is obviously insufficient. It is estimated that the supply of goods will gradually tighten. The market price is1/kloc-0.8 million yuan/ton, and the price of bentazone aqueous solution is 46,000 yuan/ton. The original inventory is mainly digested by channels. The upstream and downstream of cyhalofop-butyl are highly concerned. The manufacturer quoted 230,000 yuan/ton. The supply of 3,4-difluorobenzonitrile and propionic acid in the upstream is still tight, and the impact of Xiangshui event needs continuous attention.
With the slowdown of foreign trade replenishment, manufacturers seize orders in the domestic market and the competition is fierce. The market price reached 6.5438+0.7 million yuan/ton, and domestic customers mainly waited and saw. The manufacturers of different grassland drugs are concentrated, and the market price of low-content domestic goods is maintained at 8 1 10,000 yuan/ton, while high-content raw drugs are mainly supplied for export.
Atrazine raw drug production enterprises have great inventory pressure, and the terminal market moves slowly, mainly digesting and storing inventory. The actual transaction is less than 22,800 yuan/ton, and the impact of the Xiangshui incident needs attention.
Pesticide market
This week (March 2009, the week of 2065438+2 1, the same below), the upstream manufacturers of avermectin bulk drugs are mainly listed, with strong willingness to quote and cautious downstream demand. The market price of abamectin refined powder is 760,000 yuan/ton, and the market price of raw materials in emamectin benzoate is adjusted back to less than1160,000 yuan/ton. Avi series API market is dominated by stable consolidation.
The prices of CCMp(2- chloro -5- chloromethylpyridine) and CCMT(2- chloro -5- chloromethylthiazole) in the upstream of nicotine products remained high, but the prices of imidazolidine, cyanoethyl ester and _ diazine fell, which put pressure on the inventory of manufacturers and channels. Due to the joint influence of water events, the market has a high probability of stabilization. Imidacloprid and acetamiprid were reported as162,000 yuan/ton and167,000 yuan/ton respectively. The market turnover is light, and the firm offer is the main one. The technical price of nitenpyram is affected by the weak downstream demand, and the price is 255,000 yuan/ton; The low-cost realization of thiamethoxam and thiamethoxam technical channels led to the market decline, and the quotations reached1050,000 yuan/ton and1450,000 yuan/ton respectively. The operating rate of pymetrozine decreased, the market inventory gradually digested, and the price of pymetrozine was raised to 65.438+0.63 million yuan/ton.
The supply of malathion is tight, and manufacturers rarely start cars, maintaining a high level of 29,000 yuan/ton; The price of chloroethane went down, and the operating rates of profenofos, chlorpyrifos and phoxim in the downstream increased, and the downstream price went down. The price of profenofos remained at a high level of 70,000 yuan/ton, chlorpyrifos fell below 47,000 yuan/ton, and phoxim fell to 39,000 yuan/ton. The high cost of three wastes treatment in the production of organophosphorus pesticides is a key factor restricting supply.
Fipronil manufacturers mainly arranged orders, but the production capacity was not released. There are many export orders, and the price remains at 720,000 yuan/ton. The certificate of the domestic manufacturer of the original drug flunicamide is incomplete, and the market price of imported goods is 654.38+0.35 million yuan/ton.
The supply of 2,6-difluorobenzamide in the upstream is tight, the price is at a high level, and the production continuity of the downstream raw drug manufacturers is poor, which leads to the high market price of related products. At present, hexaflumuron is 480,000 yuan/ton, hexaflumuron is 420,000 yuan/ton, clofenuron is 430,000 yuan/ton, and ethoconazole is 480,000 yuan/ton. We need to continue to pay attention to the impact of the release of upstream intermediate capacity on the market.
The price of methyl ester and ether aldehyde in the upstream of pyrethroids is high, the operating rate of kungfu acid is insufficient, and there are many export orders, which obviously supports the overall cost of pyrethroids. The market price of beta-cypermethrin technology is less than 355,000 yuan/ton; Technical bifenthrin decreased slightly to 400,000 yuan/ton; The inventory of cypermethrin decreased, and the import price of DV chrysanthemyl chloride was high. The original drug was quoted at 654.38+0.32 million yuan/ton. Fenvalerate technical inventory is very small, maintaining at 1 18000 yuan/ton; The market price of beta-cypermethrin parent drug is 56,000 yuan/ton.
There are few manufacturers of pyridaben, and the middle price is high. After the market price rose, it remained at a high level of 1 1.5 million yuan/ton. The downstream demand of spirodiclofen and propargite is average, and the quotations are 6.5438+0.35 million yuan/ton and 4.65438+0.00 million yuan/ton respectively. The intermediates of chlorfenapyr and bifenazate are in short supply, with limited production capacity and low market inventory, so the demand starts. The price is reported as 320,000 yuan/ton and 440,000 yuan/ton respectively. It is expected that with the arrival of the peak of terminal drug use, the tension will not be alleviated in a short time.
Bactericide market
This week, the operating rate of difenoconazole original drug manufacturers increased, and the market reported 225 thousand yuan/ton; Propiconazole was affected by market inventory, and its export was sluggish, and its price remained low, at 1 1.8 million yuan/ton; The supply of hexaconazole is tight, the demand is low, and the market price is 654.38+0.6 million yuan/ton; Tebuconazole technology manufacturers stopped production, the intermediate price rose, the market inventory was low, the operating rate decreased, and the market quotation rose to 6.5438+0.4 million yuan/ton. There are few tricyclazole manufacturers, the supply of intermediates is still limited, the market price remains at around 88,000 yuan/ton, and the domestic and foreign trade transactions are sluggish. Epoxiconazole API domestic manufacturers have low operating rate, mainly export orders, and the supply is tight, and the market circulation supply reaches more than 820,000 yuan/ton. The concentration of fluorosilicone raw drug manufacturers is high, and the price of intermediates is rising, with a market quotation of 450,000 yuan/ton.
In pyraclostrobin, the competition among the original drug manufacturers is fierce, the downstream stocks are gradually digested, and the market wait-and-see mood is serious. The market price is 6.5438+0.9 million yuan/ton; The supply of azoxystrobin manufacturers increased and the cost performance decreased. The market price is 360,000 yuan/ton. The stock of kresoxim-methyl is mainly digested, and the market price is 320,000 yuan/ton. The circulation source of oxime proxetil was reported to be about 500,000 yuan/ton, the market had a certain inventory, and the export was weak, so the transaction was gradually started. It is expected that the low price and cost-effective advantages of pyraclostrobin crude drugs will have a great impact on the demand for some fungicides.
The manufacturers of carbendazim and thiophanate-methyl have great environmental pressure and low inventory. Therefore, we should pay attention to the influence of the water incident on the supply of o-phenylenediamine as an intermediate. The market price is reported as 37,500 yuan/ton and 33,000 yuan/ton respectively. _ Meiling's supply is tight, and the market quotation is158,000 yuan/ton; The demand for APIs in fluazinam has increased, and the manufacturers are concentrated. The market price is 365,000 yuan/ton, and the market gap is large. The original prochloraz manufacturers were limited in driving, and the market inventory was low. The price continued to rise to more than 654.38+0.75 million yuan/ton, and the output was seriously insufficient. The market demand for the technical product of Cyanidazole started gradually, and the supply was tight. The market price is 720,000 yuan/ton.
There are fewer upstream manufacturers of thifluzamide, and the spot continues to be tight, and the price is stable at 360,000 yuan/ton. The supply of dimethomorph, diethofencarb and iprodione is tight, and the operating rate of manufacturers is low. The prices were reported as 6.5438+0.6 million yuan/ton, 6.5438+0.5 million yuan/ton and 6.5438+0.6 million yuan/ton respectively.
Intermediate market
This week, crude oil prices rebounded and fluctuated, and various chemical sub-sectors fluctuated and consolidated. The chlor-alkali market is stable; Bromine inventory is low, the operating rate is insufficient, and the supply is tight, reporting a high of 35,000 yuan/ton; The fluorine chemical market is steadily consolidating, and the overall supply and demand are stable; Affected by the lower downstream operating rate, the inventory of chloroethane was under pressure, and the goods moved to 6.5438+0.85 million yuan/ton, which weakened the cost support for downstream products. Ether aldehyde, methyl bentonite and CCMp are all maintained at a high level: ether aldehyde is maintained at a high level of 75,000 yuan/ton, the price of methyl bentonite is above 654.38+10,000 yuan/ton, and the price of CCMp is at a high level of 1.45 million yuan/ton; CCMT is still tight, and the price is above 62,000 yuan/ton; The market of kungfu acid, biphenyl alcohol and DV chrysanthemyl chloride is in short supply and the price is on the high side. The price of Kung Fu acid is as high as 320 thousand yuan/ton, and the export gap is large. _ Diazine, imidazolidine and cyanoethyl ester were weak, and the prices went down, mainly digesting stocks; The "Xiangshui Incident" caused the supply of some pesticide intermediates to shrink, which needs continuous and close attention.
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Downstream demand is gradually started, the inventory of manufacturers and channels is gradually digested, the turnover of replenishment is increased, and the impact of water events continues to ferment. Strict investigation of the safety and environmental protection of hazardous chemicals industry in all parts of the country will inevitably lead to a decline in the operating rate of pesticide raw materials and intermediates, a contraction in supply, a lag in the resumption of production in the park, a prominent contradiction between supply and demand, and a high probability that the market will stop falling, stabilize, consolidate or even reverse. The impact of Xiangshui incident on the future trend of pesticide market needs close attention.