1、 Price trend

According to the monitoring of commodity data, the price of yellow phosphorus in Yunnan and Guizhou increased this week. Last Thursday, the average price of yellow phosphorus was 27500 yuan / ton, and this Thursday, the average price was 32000 yuan / ton. Within 7 days, the price was increased by 16.36%.

2、 Market analysis

The market price of yellow phosphorus continued to rise this week. At present, the yellow phosphorus enterprises are obviously reluctant to sell. Now they mainly issue early orders. Most yellow phosphorus manufacturers do not offer external prices for the time being, and only one is discussed. At present, power is limited in Sichuan, and yellow phosphorus enterprises are shut down. Due to the impact of the epidemic situation in Weng’an District of Guizhou, the transportation of yellow phosphorus in some areas is limited, which is more troublesome than before. Some companies in Yunnan are overhauled, and the quotation is suspended. The quotation of yellow phosphorus manufacturers under normal operation was increased. Downstream enterprises mainly focus on just needs, and take it with them. Up to now, the mainstream price of yellow phosphorus in Guizhou is about 32000 yuan / ton.

In terms of phosphate rock, the domestic phosphate rock market has been consolidated at a high level this week. At present, the domestic phosphate rock supply is still tight, and the spot circulation is small. Some large phosphate rocks continue to be mainly used for their own use, while some other mining enterprises continue to receive pre-sale orders. The details are discussed in a single way according to the regional volume and other factors. For some enterprises that need to purchase phosphate ore as raw material, the continuous high price of phosphate rock and tight supply have brought certain pressure to the enterprises. On August 17, the reference price of phosphate rock was 1100.00, which was the same as that on August 1.

In terms of coke, on August 18, the market price of coke in Shandong Port increased slightly. The quasi first-class delivery price of the port was about 2700-2750 yuan / ton, and the first-class delivery price was 2800-2850 yuan / ton. The trading atmosphere of the port was general, and the overall transaction situation was weak. On August 18, the inventory of the two ports was 2.46 million tons, and the freight of Xiaoyi Rizhao was 215 yuan / ton. At present, the coke market in Shandong is temporarily stable after rising. The local coke enterprises are more active and the coke sales are better. The overall market price in Jinzhong is relatively strong, the coke enterprises start to operate, the inventory in the plant is low, the downstream demand is recovered, and the market expectation is generally good.

In terms of phosphoric acid, the price of phosphoric acid increased slightly this week. The average price of phosphoric acid on Monday was 7920 yuan / ton, and the average price on Thursday was 7940 yuan / ton. During the week, the price increased by 0.25%. The price of raw yellow phosphorus rises, and the phosphoric acid market rises slightly.

3、 Future forecast

According to the yellow phosphorus analysts of the business community chemical branch, the yellow phosphorus price will continue to rise this week as a whole. The price of phosphate rock in the upstream is high, and the price of phosphoric acid in the downstream market rises slightly. The current yellow phosphorus market is favorable due to power limitation in Sichuan and maintenance in Yunnan. It is expected that the yellow phosphorus market will continue to rise slightly in the short term.