1、 Price trend

According to the monitoring of bulk commodity data, the price of Yunnan Guizhou yellow phosphorus was stable this week. The average price of yellow phosphorus is 16350 yuan / ton.

2、 Market analysis

The price of Yunnan Guizhou yellow phosphorus was stable this week. The yellow phosphorus market new order transaction situation is general, the manufacturer mainly sends the early order, the yellow phosphorus market transaction is relatively light. Up to now, the mainstream quotation of yellow phosphorus in Yunnan is about 16500 yuan / ton; that in Sichuan is about 16500 yuan / ton; that in Guizhou is about 16200 yuan / ton. With the dry season approaching, the electricity price cost is facing an increase, and the production cost of yellow phosphorus enterprises is increasing.

As for raw materials, as of November 19, Guizhou Province: 30% grade phosphate ore truck plate quotation reference 300-360 yuan / ton, 28% grade phosphate ore vehicle plate quotation reference 280-320 yuan / ton, Guizhou Xifeng mining 30% grade phosphate rock factory quotation reference 350 yuan / ton, compared with the beginning of the month flat. Guizhou Kaiyang Guanglong mining 30% grade phosphate rock freight plant quoted 320 yuan / ton, flat compared with the beginning of the month. The price of 28% ammonium phosphate ore ship plate in Hubei Province is 330-360 yuan / ton. The growth rate of new domestic phosphate ore mines is not large, most of them are supplied to old customers, and the downstream demand is general. According to the phosphorus ore Data Engineer of business society, the phosphate ore market is mainly stable in the short term, and the overall fluctuation is limited.

In terms of coke, as of the 20th, the coke market is stable and strong. Coking enterprises are still operating at a high level, with low inventory, and the resources available for sale in ports are still relatively small. The market price of Panzhihua coke (secondary metallurgical coke) is 2380 yuan / ton, which is temporarily stable compared with the price on the previous trading day and 200 yuan / ton higher than that of the same period last month.

In terms of demand, this week’s phosphoric acid market demand follow-up is insufficient, individual enterprises are under pressure to ship, new orders are generally traded, the price of phosphoric acid is facing a stalemate in the short term, and the market has a strong wait-and-see mood. The start-up of phosphate, phosphorus trichloride and phosphorus pentoxide declined, the market demand decreased, and the demand for yellow phosphorus weakened.

3、 Future forecast

Chemical branch of the business club yellow phosphorus analysts believe that this week the price of yellow phosphorus stable operation. As the dry season approaches, the production cost of yellow phosphorus enterprises will increase, and it is expected that the price rising operation of yellow phosphorus enterprises will be dominated in the short term.