1、 Price trend
According to commodity data monitoring, the price of Yunnan Guizhou yellow phosphorus rose this week. The average price of yellow phosphorus was 16900 yuan / ton last Thursday and 17366.67 yuan / ton this Thursday, with a slight increase of 2.76%.
2、 Market analysis
This week, the domestic market price of yellow phosphorus rose. Affected by environmental factors, Yunnan’s large factories stopped, the spot of yellow phosphorus was tight, in addition, the downstream stock was prepared before the festival, the price in the yard rose, and the transaction price of new orders was higher. Up to now, the mainstream price of yellow phosphorus in Yunnan is about 17200-17500 yuan / ton; the mainstream price in Sichuan is about 17500 yuan / ton; the mainstream price in Guizhou is about 17100 yuan / ton.
In terms of raw materials, the domestic phosphorus ore market as a whole remained stable and high by the 14th. It was heard that the mine factory had the idea to continue to move towards the high end for the actual price of new orders. At present, the price of 30% grade ammonium phosphate ore in Guizhou is about 400-440 yuan / T, and the price of 22% grade ammonium phosphate ore in railway station is 200-240 yuan / T. the factory price of 30% grade ammonium phosphate ore in Hebei is 570 yuan / T- The price of 28% grade phosphate ore in Guangxi is around 350-380 yuan / ton.
In terms of coke, on the 13th, some coking enterprises started the first round of price increase, with an increase of 110 yuan / ton for dry quenching and 100 yuan / ton for wet quenching. According to the price monitoring of business association, the price of secondary metallurgical coke in Shanxi is 1880 yuan / ton. Port: origin inventory continued to transfer to port, port inventory rose for six consecutive weeks. The market price of port coke in Shandong increased by about 30 yuan / ton today. At present, the mainstream ex warehouse price of quasi first-class metallurgical coke in port area is about 2150 yuan / ton, and the price of first-class coke is 2250 yuan / ton. With the increase of inquiries in the port market, the trading volume has picked up, some transactions have been made, and the mentality of traders has improved.
Downstream, the phosphoric acid market rose slightly. As of April 13, the quotation in Sichuan was about 4850-5550 yuan / ton, that in Yunnan was about 5200-5400 yuan / ton, that in Beijing was about 4800 yuan / ton, that in Hubei was about 5200-5400 yuan / ton, that in Tianjin was about 5900 yuan / ton, and that in Henan was about 5300-5900 yuan / ton. Some enterprises adjusted the price by 100-150 yuan / ton, and the center of gravity moved up. Overall, the phosphoric acid market is stable and strong.
3、 Future forecast
Yellow phosphorus analysts from the chemical branch of business society believe that the price of yellow phosphorus will rise this week. At present, the spot in the yellow phosphorus yard is tight, the downstream stock preparation is more active before the festival, coupled with the warmer coke delivery and investment, the price of phosphoric acid rises. It is expected that the price of yellow phosphorus will rise steadily in the short term.
| PVA |