1、 Price trend
According to the block data list of business news agency, the average price of domestic phosphoric acid on May 26 was 5750 yuan / ton, up 466 yuan from 5283 yuan / ton at the beginning of the month, up 8.83% in the month, and up 10.58% compared with the same period last year.
2、 Market analysis
In May, the phosphoric acid market was relatively stable in the first half of the month and fluctuated in a narrow range in the second half of the month. This month’s rise was mainly caused by the rising price of raw material yellow phosphorus. At present, the price of yellow phosphorus is about 25000 yuan / ton, and the supply of goods is short. The phosphoric acid market is supported by the cost, and the price linkage rises. The enterprise’s rise range is about 350-1100 yuan / ton, which quickly rises to a high level. Take Ronghong chemical industry as an example, the latest price is 6400 yuan / ton, and some enterprises also suffer from the decline of starting load due to the high price of raw materials, However, when the offer is closed and the report is stopped, most of the companies are in a wait-and-see situation, and the downstream still needs to purchase, with few high price transactions. According to the monitoring of the business agency, as of May 26, the quotation in Sichuan was 5450-6000 yuan / ton, that in Yunnan was 6200 yuan / ton, that in Beijing was 4800 yuan / ton, that in Hubei was 5600-6200 yuan / ton, that in Tianjin was 6400 yuan / ton, that in Fujian was 6500 yuan / ton, and that in Henan was 5500-5600 yuan / ton, The price of phosphoric acid rose sharply.
In late May, the domestic phosphorus ore maintained a high consolidation operation. On May 25, the reference price of phosphorus ore was 510.00, up 6.25% compared with that on May 1 (480.00). At present, the overall trading atmosphere of the market is good, and the yellow phosphorus Market in the lower reaches is also slightly pushed up, which is effectively supported by the upper and lower reaches. Therefore, the phosphorus ore analysts of the business community believe that, In the short term, the domestic phosphorus ore market will continue to be strong.
Yellow phosphorus, in late May, the price of yellow phosphorus rose rapidly. Affected by drought, lack of water and power restriction in Yunnan, the power of yellow phosphorus enterprises in some areas was less than 20%! Recently, power rationing has not been alleviated, but has become more and more serious. More yellow phosphorus plants are shut down, the shortage of spot goods is aggravating, and some manufacturers have temporarily stopped making external quotations. On the demand side, the downstream glyphosate price continued to rise, which was acceptable to the high price of yellow phosphorus, and played a certain role in boosting the price rise of yellow phosphorus.
3、 Future forecast
According to the phosphoric acid analysts of Shangshe chemical branch, the market price of raw material yellow phosphorus has continued to rise in recent days, most of which have closed the offer and stopped reporting, and the phosphoric acid market has risen to a high level. It is expected that the price will still rise in the short term, and we need to pay close attention to the change of raw material price.
Thiourea |