1、 Price trend
According to commodity data monitoring, the price of yellow phosphorus in Yunnan and Guizhou increased. The average price of yellow phosphorus was 36667.67 yuan / ton last Friday and 37666.67 yuan / ton this Friday. The price increased by 2.73% during the week.
2、 Market analysis
Yellow phosphorus prices stopped falling and rebounded this week. At present, the market for yellow phosphorus is gradually increasing, and the supply is slightly tight. Up to now, the mainstream quotation of yellow phosphorus in Yunnan is about 38000 yuan / ton; The mainstream quotation in Sichuan is about 40000 yuan / ton; The mainstream quotation in Guizhou is about 35000 yuan / ton. At present, the focus of the yellow phosphorus market is upward, the downstream goods are more active than before, and the trading volume has increased.
In terms of raw materials, the domestic phosphate rock market continued to operate at a high level this week. The market in Guizhou is mainly organized and operated, and the quotations of mining enterprises are mostly maintained at a high level and strong. The quotations of 30% phosphate rock freight plants are around 630-660 yuan / ton, 28% phosphate rock freight plants are around 580-600 yuan / ton, and the platform prices of 22% grade phosphate ore are around 300-320 yuan / ton. The supply of some mining enterprises in Guizhou is still tight. They mainly supply orders from old customers and purchase on demand in the downstream, The overall performance of supply and demand is normal.
In terms of coke, the overall market atmosphere is weak. After the implementation of the third round of lifting and lowering, the profits of coking enterprises are reduced and their mentality is weak. Some enterprises take the initiative to limit production and the coke inventory in the plant is high. The recent commencement of downstream steel mills is limited, there are many production restrictions and maintenance, the demand for coke slows down, and the purchase enthusiasm is slightly low. Most of them focus on digesting the inventory in the plant and purchase on demand. The quotation of secondary metallurgical coke in Panzhihua coke market is 3670 yuan / ton.
In terms of phosphoric acid, the phosphoric acid market is temporarily stable this week. According to the monitoring of business society, the reference price of phosphoric acid is 9866.67 yuan / ton. The market trading atmosphere is general, and it is expected that the price of phosphoric acid will be dominated by weak operation in the short term.
3、 Future forecast
The yellow phosphorus analyst of the chemical branch of the business agency believes that on the whole, the yellow phosphorus price rose slightly this week. With the increase of electricity prices, the cost increases, and the downstream market search gradually increases, and the goods are more positive than before. It is expected that the price of yellow phosphorus will tilt upward in the short term, but the range is limited.
