10.14-10.18磷矿石、、、热法磷酸及湿法净化磷酸行情周报
磷矿石:本周磷矿石价格暂无变化。。云南、、、、贵州、、、、湖北地区矿山开采、、、运输正常;北方地区价矿采企业陆续恢复生产,,,但部分企业因环保检查,,,仍然处于停产状态,,市场供应有所减少。。
28%品位原矿:贵州地区参考价格为940-960元/吨;云南地区参考价格890-910元/吨;湖北地区参考价格1000-1020元/吨;
30%品位原矿:贵州地区参考价格为1030-1050元/吨;湖北地区参考价格1030-1050元/吨;云南地区参考价格940-960元/吨;
国际市场:国际磷矿价格持续高位,,中国近期成交约2-3船,,均为埃及和约旦以外货源;27%品位约旦磷矿CFR USD97.00/MT;30%品位磷矿CFR USD130/MTS。。。。
Phosphate Rock:
The price of phosphorus ore is no change this week. Mining and transportation in Yunnan, Guizhou, and Hubei are normal. Some mining companies in Northern area has gradually resumed production, but some are still shut down due to environmental protection inspections, resulting in a decrease in market supply.
For 28% grade raw ore: Reference price in Guizhou is 940-960 yuan per ton; reference price in Yunnan is 890-910 yuan per ton; reference price in Hubei is 1000-1020 yuan per ton.
For 30% grade raw ore: Reference price in Guizhou is 1030-1050 yuan per ton; reference price in Hubei is 1030-1050 yuan per ton; reference price in Yunnan is 940-960 yuan per ton.
International market: 27% grade phosphorus ore from Jordan CFR USD97.00/MT, 30% grade phosphorus ore CFR USD130/MTS.
黄磷:
本周黄磷价格先涨后稳。。
成本方面:焦炭价格持续上涨,,,另外11月份云南及四川地区电价将会上调,,成本方面仍有利好支撑。。
供应方面:本周黄磷企业开工率持续下滑,,,主要受环保检查原因,,,四川、、、贵州地区部分黄磷企业检修,,少数企业降产,,,,市场供应量继续减少。。。。
需求方面:本周下游终端客户仍有少量刚需采购,,,贸易商也陆续补货,,因此黄磷企业不段上调价格;但多数下游企业对于高价积极性不高,,,价格推涨乏力。。。。
Yellow phosphorus:
The price of yellow phosphorus first rose and then stabilized this week.
On the cost side: The price of coke continues to rise and the electricity prices in Yunnan and Sichuan will rise in November, which resulting in a positive support for the cost.
Supply and operating rate: Due to environmental protection inspections the operating rate of yellow phosphorus producer continued to decline this week. Some yellow phosphorus enterprises in Sichuan and Guizhou have shut down for maintenance, and a few enterprises have reduced production. The market supply continues to decrease.
On the demands side: There are still a few customers with rigid demand for purchase, and traders have also begun to replenish their stocks. Therefore, yellow phosphorus producers continue to raise prices; however, most downstream customers are cautious for the high prices.
热法磷酸:
本周热法磷酸35KG包装FOB 防城报价为USD1038.00-1090.00。。
本周热法磷酸价格保持平稳。。本周热法酸原料黄磷上涨,,,,但下游需求仍无好转,,,,因此高价推进缓慢,,,,成交价格以稳为主。。
成本方面:黄磷价格上涨,,从上周五到本周四累计上涨约600元/吨,,,因此热法酸成本增加;
需求方面:下游需求减弱,,新单成交稀少。。。
供应方面:热法磷酸生产企业开工率与上周持平。。
预计下周热法磷酸价格仍然维持现状,,,部分地区因环保检查原因,,,,将会对热法磷酸生产企业开工率造成影响导致减产,,另外本周湿法磷酸价格上涨,,,,供应紧张,,,,因此一定程度上将促使下游客户转购热法磷酸。。。。
Thermal phosphoric acid:
The FOB Fangcheng price for 35KG thermal phosphoric acid is USD1038.00 to USD1090.00 this week, increased by USD60 per ton.
Thermal phosphoric acid prices keep stable this week. The yellow phosphorus price raised up but the demands still did not improve.
On the cost side: From last Friday till this Tuesday, yellow phosphorus price increased by CNY600.00 per ton, resulting in cost of thermal phosphoric acid increase.
On the demand side: Demands is weak and less of transaction.
On the supply side: the operating rate of thermal phosphoric acid is same with last week.
Expected that the price of thermal phosphoric acid will keep stable last week, because of the environmental protection inspections in some areas, the operating rate will decline next week. And the price of wet process phosphoric acid raise and tight supply, which may caused the customers purchase thermal phosphoric acid.
湿法磷酸:
本周湿法净化磷酸价格稳中小幅上涨。。。。湿法净化磷酸工厂有较多待发订单支撑,,,本周报价保持,,部分企业小幅探涨。。。。
供应方面:本周市场供应量小幅缩减,,主要因广西某企业设备临时停车,,,产量小减,,其他工厂正常运行。。。
需求方面:下游需求疲软,,新单成交稀少。。
预计下周湿法净化磷酸价格将继续保持稳定或稳中探涨。。。。下月有工厂将进行为期20天的检修计划,,,届时市场供应量将进一步减少,,,另外,,,目前工厂代发订单充足,,,库存不多,,,,排产充足。。。下游磷酸铁及磷酸铁锂生产商对湿法净化磷酸需求保持稳定,,,如市场供应减少,,,则会推动价格上涨。。。。
Wet purified phosphoric acid:
The price of wet-process purified phosphoric acid remained stable with a slight increase this week. The producers of wet-process purified phosphoric acid have sufficient pending orders, so the quotation remained the same with last week, and some companies slightly raising the prices.
On the supply side: The market supply volume decreased slightly this week, mainly due to the temporary shutdown of an enterprise in Guangxi, resulting in a slight decrease in production, while other factories continued to operate normally.
On the demand: Downstream demand is weak, and new orders are scarce.
Expected that the price of wet-process purified phosphoric acid will continue to remain stable or stable with a slight increase next week. Next month, one of factories will suspend production for maintenance about 20 days, which will further reduce market supply. In addition, at present, factories have sufficient pending orders and with low inventories, and sufficient production scheduling. Downstream iron phosphate and lithium iron phosphate producers maintain a stable demand for wet-process purified phosphoric acid. If market supply decreases, it will drive up prices.
纯碱:
本周国内纯碱市场行情无变化。。。
供应方面:本周纯碱行业开工率变化不大,,与上周持平。。。。工厂库存呈上涨趋势,,市场供应充足;需求方面:下游新单成交有限,,不温不火。。
预计下周纯碱价格或有下滑,,,,主要因为市场供应充足,,,需求端采购驱动力不足。。。。
Sodium carbonate:
The domestic sodium carbonate market has not changed this week.
On the supply side: The operating rate is same as last week. Factory inventories showing an upward trend, and the market supply is sufficient;
On the demand side: new orders are limited and slow.
Expected that the price of sodium carbonate may decline next week, mainly because the market supply is sufficient, and the procurement driving force on the demand side is insufficient.