On March 17, the rare earth index was 955 points, down 9 points from yesterday, down 5.16% from 1007 points (2022-02-24), the highest point in the cycle, and up 252.40% from 271 points, the lowest point on September 13, 2015. (Note: the period refers to the period from December 1, 2011 to now)

The trend of domestic rare earth index declined, the price trend of domestic light rare earth praseodymium neodymium series fell, the price of praseodymium neodymium oxide fell by 10000 yuan / ton to 1025000 yuan / ton, the price of praseodymium neodymium metal fell by 10000 yuan / ton to 1275000 yuan / ton, the price of praseodymium oxide fell by 1055000 yuan / ton, the price of neodymium oxide fell by 20000 yuan / ton to 1130000 yuan / ton, the price of metal praseodymium fell by 20000 yuan / ton to 1365000 yuan / ton, and the price of metal neodymium fell by 20000 yuan / ton to 1390000 yuan / ton, The price of dysprosium oxide fell by 10000 yuan / ton to 2.96 million yuan / ton, the price of dysprosium ferroalloy fell by 10000 yuan / ton to 2.95 million yuan / ton, the price of metal dysprosium fell by 20000 yuan / ton to 3.875 million yuan / ton, the price trend of domestic light rare earth market fell, the recent procurement was general, the price of dysprosium Series in domestic heavy rare earth market fell, the price of terbium series fell, and the downstream procurement was mainly on demand. Myanmar banned exports. It is expected that the price of domestic rare earth market will decline in the later stage.

Trade name: PET

Latest price (March 16): 8320.00 yuan / ton

As of March 16, the average price of pet water bottle manufacturers was 8320 yuan / ton. The pet market fell narrowly, and the overall market trend was weak. Compared with the previous day, the price fell by 3.03%. The focus of negotiation was low. At present, the supply side is normal, the downstream enthusiasm is general, the demand is poor, and the purchase is just needed.

Future forecast: the pet market is expected to be stable and weak in the short term.

Trade name: monoammonium phosphate

Latest price: 3383 yuan / ton

Key points of analysis: the price of monoammonium phosphate rose on March 15, up 4.10% compared with the previous trading day. The price of raw sulfur continues to run at a high level, and the cost pressure remains. The bullish atmosphere of raw phosphate rock is strong. Due to the support of raw materials, the transaction focus of monoammonium phosphate continues to move upward, and the downstream just needs replenishment, which is inconsistent with the high price. Today, the mainstream factory quotation of 55 powder ammonium in Henan is about 3500 yuan / ton, and the mainstream factory quotation of 55 powder ammonium in Anhui is about 3600 yuan / ton. The actual transaction can be negotiated.

Future forecast: the price of monoammonium phosphate will mainly rise in the short term.

1、 Trend analysis

According to the nickel price monitoring of the business society, on the 14th, the nickel price continued to fall, and the spot price was reported as 223416.67 yuan / ton, down 3.26% from the previous trading day and up 82.01% year-on-year.

The abnormal fluctuation of Lun nickel was questioned, which seriously deviated from the fundamentals, and LME nickel still stopped trading without reporting. The market is waiting for prices to return to rationality. For China, the domestic nickel supply is at a normal level, and has not been disturbed by overseas epidemics and geographical factors. From the perspective of the circulation of pure nickel resources, even if China raises 200000 tons of deliverable inventory, it will seriously disrupt the balance of domestic supply and demand in a short time. At present, the upstream and downstream of the industrial chain are basically in a semi stagnant state. Before the LME nickel incident is effectively resolved, the short-term nickel price is expected to be mainly short.

According to the price monitoring of business agency, the price trend of sulfur (granular sulfur) in East China rose sharply this week. On March 11, the quotation of sulfur was 2783.33 yuan / ton. Compared with the price of 2400 yuan / ton at the end of last week, it increased by 15.97% during the week and 3.44% month on month.

The domestic sulfur market is rising strongly, the port supply is tight, the price market continues to rise, the spot on the site is difficult to find, which is good for domestic refineries. There is no inventory pressure for regional refineries. The downstream sulfuric acid market is rising, the market demand is stable, the enterprise shipment is smooth, and the supply is in short supply. The operators are positive, have strong intention of rising, and the quotation rises sharply within the week, The price of solid-liquid sulfur is generally raised between 200-4000 yuan / ton. As of March 11, the regional prices of sulfur (particles) in China are as follows:

Area varieties. March 5th . March 11 Rise and fall

East China . Sulfur (particle) . 2410-2500 yuan / ton . 2770-2850 yuan / ton . 350-360

North China . Sulfur (particle) . 2160-2340 yuan / ton . 2480-2690 yuan / ton . 320-350

Shandong region . Sulfur (particle) . 2350 yuan / ton 2750 yuan / ton . four hundred

The downstream phosphate fertilizer market was consolidated at a high level, and the atmosphere of ammonium market continued to rise on Monday. The enterprise has sufficient waiting volume and good demand, and the manufacturer’s quotation was increased. The market of diammonium was sorted out and operated within the week. The enterprise mainly issued early orders, and the downstream spring ploughing and fertilizer storage came to an end gradually. It was mainly purchased on demand, and the price decreased slightly within the week. From the perspective of supply and demand performance, the market of ammonium phosphate will wait and see.

According to the sulfur analysts of business society, the inventory of domestic sulfur refineries is not under pressure, the support of downstream market is good, the shipment of enterprises is smooth, driven by the rise of port market, the future sulfur market may continue to operate at a high level, and pay attention to the market follow-up