1、 Price trend
According to commodity data monitoring, the price of Yungui yellow phosphorus fell this month. The average price of yellow phosphorus at the beginning of the month was 25000 yuan / ton, and the average price at the end of the month was 19250 yuan / T, and the price fell in the month, with a range of 23%.
2、 Market analysis
The price of Yungui yellow phosphorus fell this month. At present, the yellow phosphorus enterprises in Yunnan Province have been recovering production, but the furnace is very limited. At the end of the month, the downstream construction started to improve, the stock increased, and the supply of yellow phosphorus in the overall market was tense. Yellow phosphorus price has a little rebound, but in the early stage, the price of yellow phosphorus has been falling, and the decline rate only started to slow down in the last week. Up to now, the price of Yunnan Yellow Phosphorus region is about 19200-22000 yuan / ton; The quotation in Sichuan is about 19800-20000 yuan / ton; The price of Guizhou Province is about 19300-19500 yuan / ton.
In terms of phosphate rock, the price of Yungui phosphate rock increased this month. The average price of phosphate rock at the beginning of the month was 510 yuan / ton, and the average price at the end of the month was 530 yuan / T. the price increased in the week, with an amplitude of 3.92%. The market atmosphere of domestic phosphorus ore has improved, and orders are mainly in the early stage of delivery.
In terms of coke, coking enterprises have a good mentality at present, and are affected by environmental protection and limited production and tight upstream supply, and policies of various regions. At present, the coke supply is overall tight, and the market outlook of coking enterprises is positive. In the downstream steel plants, due to the tight expectation of coke supply, most steel plants increase their purchasing plans. The overall starting rate of steel plants is still high, which supports the coke demand better.
In terms of phosphoric acid, phosphoric acid enterprises are in a wait-and-see situation, and the price of the previous period is maintained. The higher the previous quotation is gradually lowered, but the overall market price is still significantly higher than the same period of last year. With the decrease of cost side pressure, the start-up of phosphoric acid enterprises has been resumed to normal, and the price has continued to be lowered.
3、 Post market forecast
Analysts at the chemical branch of the business society believe that the price of yellow phosphorus fell this month. At the end of the month, the downstream construction started to increase, the stock increased, the overall market of yellow phosphorus supply tended to be tight, the upstream phosphate rock price increased, and the yellow phosphorus price rebounded a little. Coking enterprises have a positive bullish mentality in the post market, and it is expected that the price of yellow phosphorus will be stable in the short term.
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