Home Appliances silver ten stable start R22 is ready to go?

Most of the chemical products turned up in September. In the second half of September, the R22 also supported by rising raw materials and inter-maintenance news, and continued to rise. At the end of September, the majority of orders between the main teams were dispatched to the latter stage of the National Day, and the market delivery capacity was weakened. After the skyrocketing of the government's stock price, the R22 declined rationally, and R22 immediately shifted to the end of the period. During the eleven long holidays, affected by the absence of middlemen's holiday leave and the poor transport industry, the main shipments have cooled down, causing inter-segment inventory to stagnate. After the long holiday, under the pressure of the parties' inventory, the market shifts to release the inventory, and the main force maintains the stability of the goods. The mainstream market talks focus on 9500-10000 yuan/ton. At present, the industry is more confused about the trend of the latter period, the market outlook can be considered from the following points.

In terms of raw materials, the contradiction between the supply and demand of anhydrous hydrofluoric acid is difficult to resolve, and the confidence in the market is low. The mainstream factory price in the market is stable at 6400-6900 yuan/ton, and the average transaction price is 6300-6700 yuan/ton. In addition to the regular customers taking the goods, the new orders are generally poor. The cost of the stability of the stalemate makes the business profitability difficult to have a better performance, most of the upside down situation is difficult to change, short-term breakthrough without support; another raw material chloroform on its raw material ** exploration and several major overhaul double support, post-holiday reproduction The gains, the overall increase in the 100-200 yuan / ton, the market pushed up momentum, short-term trend of optimism.

On the device side: Zhejiang Yingpeng, Sichuan Honghe, and Shandong Fluorine are operating at relatively low domestic output. Zhejiang Yonghe device is still in the parking phase and the date of commencement of construction is still not clear. The domestic production capacity of Zhejiang Juhua and Dongyue in the forefront of the festival has ushered in turn inspections, Linhai Limin has also outflow of maintenance plans in the near future, the October supply side tightening favorable market prospects.

Terminal demand: Since mid-August, PTFE has ushered in the spring of bottoming out, and prices have risen steadily. From October to October, the enthusiasm of the market continued to rise despite the support of the main limited production price, and the price of PTFE continued to rise. In the air-conditioning market under the influence of the holiday market, many manufacturers have already started a prosperous Golden Week Promotion on September 28th. However, the weak market has not improved due to the huge input of manufacturers and well-planned activities. On the contrary, The performance of the overall market in a Golden Week has seen a substantial decline on the basis of a very poor one last year. This has also directly affected the confidence of home appliance manufacturers in the trend of the market in the later period. In 2012, the home appliance market was sold for the Golden Week. Depression performance and this can draw a bleak end.

In summary, the air-conditioning market is affected by the previous energy-saving subsidies and trade-in effects, and sales are sluggish, making it difficult to increase the procurement of raw materials. Although PTFE is gaining gratifyingly, there are companies operating at a lower rate, and R22 support is nothing. End-use demand is suppressed. The overhaul between the main forces and the pushing up of raw material chloroform have become the best favorable factors and market concerns for the current market. With the gradual release of social stocks, the short-term market is expected to rise again.