Negative Suppression Refrigerant prices continue to decline this week (7.19-7.23)

1. Price trend

According to the bulk data monitoring of the business agency, as of July 23, the average price of refrigerant R22 was 16,333.33 yuan/ton, down 2.2% from the previous day, down 2.78% from the beginning of the month, and up 1.2% from the previous month, compared with the same period last year. Increased by 1.03%.

According to the monitoring of the bulk data of the business agency, as of July 23, the average price of refrigerant R134a was 21,000 yuan/ton, down 1.56% from the previous day, down 8.43% from the beginning of the month, and 8.43% month-on-month, compared with the same period last year. Increased 21.62%.

2. Market analysis

The market price of refrigerant R22 has fallen this week, and the market has stabilized and declined. The raw material hydrofluoric acid has been operating steadily for most of the month, the price of methane oxide has fallen, and the supporting force on the cost side has weakened. In addition, the demand side has been relatively weak. Demand in the air-conditioning industry has fallen sharply. The pressure on refrigerant companies to sell goods has increased, and traders are hoarding The sentiment of goods is not high, and the market's center of gravity has shifted downward, but supported by quotas, prices are not easy to fall deeply. As of July 23, the market price of R22 is mostly in the range of 15000-16500 yuan/ton, the price of Shandong area is about 16000 yuan/ton, the price of Zhejiang area is about 15000-16500/ton, and the price of Hunan area is 15800-16300 yuan/ton. Around, the quotation in Guangzhou is around 16,000 yuan/ton, and prices in various regions have been stable and declining.

The market price of refrigerant R134a dropped this week, and the raw material hydrofluoric acid has been operating steadily during the month. However, the center of gravity of trichloroethylene has shifted, and the cost support has declined. In addition, R134a has risen too fast in the previous period, and the off-season demand is not good, and corporate inventory Increase, the quotations of holders have fallen, their attitudes are negative, and there are still downside expectations. At present, the market price of R134a is mostly in the range of 19500-22000 yuan/ton, Zhejiang area is about 1950-22000 yuan/ton, Hunan area is about 20000-20500/ton, and Guangzhou area is about 20000-21000 yuan/ton. The price goes down.

3. market outlook forecast

Refrigerant analysts believe that the current cost support has been weakened, and downstream demand in the off-season is difficult to boost the market. Under the negative pressure, the industry has a negative attitude. R22 is supported by quotas, and prices may run firm. As R134a inventory pressure increases, holders may continue to sell profit, and the price is expected to continue to decline.