The slightly tighter resources in the south have driven the average price of liquid argon in the country**.
Since the end of November, supported by the growth in demand from PV companies in Inner Mongolia and Sichuan, the local and surrounding areas have been **. In addition, some major enterprises in East China have carried out maintenance, resources have decreased, market trading volume is large, and liquid argon has continued to narrow.
In many places, it is traded well, and liquid argon **lasts**.
In mid-to-early December, liquid argon ** was generally steady**. It is mainly concentrated in Northeast China, North China, East China and Southwest China. Specifically, the maintenance of major enterprises in Northeast China is superimposed on export support, which is good, of which Liaoning averages 1270 yuan per ton, compared with 16 at the beginning of the month51%。；The average in Inner Mongolia is 1475 yuan per ton. Affected by the abnormal argon ** of photovoltaic enterprises and the receipt support of Baotou, Yulin and some areas of Hebei Province *** In the middle of this month, with the normal operation of argon ** devices of photovoltaic enterprises, ** fell to 1425 yuan per ton. The level of major enterprises in East China Province is not high. Market sentiment has improved with the support of local maintenance. In many places, the largest increase was in Zhejiang, reaching 473%。There are not many resources around South China, and the average price of goods in Guangdong is 1,600 yuan per ton, and the average price is 1,600 yuan per ton23%。In addition, the large demand of photovoltaic enterprises in Sichuan has promoted the improvement of the surrounding atmosphere, of which Guizhou has increased to 1450 yuan tons, an increase of 1554%, Sichuan and Chongqing increased by less than 7%. So far, the national average price of liquid argon has reached 1242 yuan per ton, compared with 4 yuan at the beginning of the month11%。
The empty division load is reduced, and the liquid argon** is reduced.
Since September, China's air load ratio has generally maintained a fluctuating and downward trend. As of publication, China's empty division load ratio has dropped to 6646%, down from this year's high of 466 percentage points. On the one hand, affected by the inversion of steel profits, the supporting empty division of labor load declined;On the other hand, as the off-season demand in the oxygen and nitrogen market continued to be weak, some full liquefaction equipment was stopped, resulting in a decrease in the overall air division load. In addition, with the maintenance and support of major enterprises in some regions, liquid argon** has decreased slightly, resulting in liquid argon***
The atmosphere is different, and the north-south trend is slightly different.
In the short term, the trend of liquid argon** may diverge from north to south. Due to the maintenance superposition of major enterprises in parts of the South, the manufacturer's liquid level is not high. In the case of limited resources, **willing** is strong, and it is expected that southern liquid argon ** will remain small**. Due to the impact of the recent cooling and snowfall, the traffic in the northern market will be limited to a certain extent. The poor flow of resources will bring certain shipping pressure to manufacturers in some regions. In addition, the use of argon ** in a photovoltaic company in Qinghai is coming, and the amount of external liquid argon will drop significantly, and the surrounding market ** will be suppressed. It is expected that there will be some room for the decline of liquid argon ** in the north.