10.21-10.25磷矿石、、热法磷酸及湿法净化磷酸行情周报
磷矿石：本周磷矿石价格持稳。。。。云南、、、贵州、、、湖北地区矿山开采、、、、运输正常，，，部分矿起有一定库存积累；四川地区受环保检查影响，，，，发货及选矿放缓，，部分企业开采受影响；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整顿仍未结束，，仍未恢复生产，，短期内市场供应提升有限。。。
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；
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 have certain inventories. In Sichuan area, the delivery of some mining companies has been affected due to the environmental inspections. In Northern area the mining companies resume production gradually, but some have not yet resumed production due to unfinished environmental inspections and rectifications. In the short term, market supply has improved only slightly.
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.
黄磷：
本周交投积极性略有好转，，企业出货压力缓解，，新单商谈气氛由弱转强，，，，周三开始价格止跌反弹，，，小幅推涨累计200元/吨。。
成本方面：本周磷矿石、、、焦炭、、、石墨电极等原材料价格稳定；但预计11月份云南及四川地区电价将会上调，，，，成本方面可能明显增加。。。
供应方面：本周黄磷供应量较上周继续减少，，主要因为环保检查，，，，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：本周需求好转，，，下游企业询单拿货增加。。主因下游企业多是在国庆收假后低位补货，，补货价格基本在23000元/吨左右，，，上周多以消化库存原料为主，，，，询单清淡，，，本周下游企业库存原料基本消耗至低位，，多有补货需求，，，，询单拿货积极性明显增加。。
预计下周黄磷市场仍以供应端推涨心态为主，，，，价格有继续偏强运行的预期，，，，但是考虑到高价在产业链传导困难，，，预计价格上调幅度有限.
Yellow phosphorus:
The transaction yellow phosphorus has slightly improved this week, price increase by CNY200 per ton from this Wednesday.
On the cost side: The price of phosphate rock, coal and other raw materials are stable, so the cost of yellow phosphorus increased slightly.
Supply and operating rate: because of the environmental inspections in Guizhou and Sichuan areas, some producers reduce or suspend production, so the market supply gradually decline.
On the demands side: The demand has improved with increasing inquiries and orders this week. This is mainly because many downstream customers have to replenish inventories.
Expected that the producers of yellow phosphorus will keep rise the price next week, but the amount of increasing might not be big.
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。。。。市场开工小幅下滑，，，，供应减少。。黄磷价格商谈气氛由弱转强，，对热法磷酸成本面的影响暂不明朗。。
成本方面：黄磷价格上涨，，成本方面小幅增加；
需求方面：下游需求有所提升，，，部分企业对热法磷酸高价接受程度不高，，多持观望态度。。。
供应方面：本周热法磷酸供应较上周较少，，，，主因四川地区部分企业因环保检查停产或降负荷生产。。
预计下周热法磷酸市场价格或将稳中探涨。。。。从需求端来看，，下游市场暂无利好消息指引，，市场行情偏淡，，，，对高价热法磷酸抵触情绪较强，，，，市场高价推进困难。。。。从成本端来看，，，，预计下周黄磷市场价格上涨，，热法磷酸成本面支撑偏强。。
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 operating rate declined slightly, which resulting in the decrease in market supply.
On the cost side: Price of yellow phosphorus increased by CNY200.00 per ton this week, so the cost of thermal phosphoric acid increase slightly.
On the demand side: The demands is improved this week, but most customers still wait and see for the high price.
On the supply side: the market supply declined much this week due to the environmental inspections in Sichuan area, some producers reduce or keep suspending production.
Expected that the price of thermal phosphoric acid will keep stable and possibly increase next week. From the cost side, it is expected that the yellow phosphorus market will rise next week, which is a stronger support for the cost of thermal phosphoric acid.
湿法磷酸：
本周湿法净化磷酸价格稳定，，，，供需双方保持博弈心态。。。。
供应方面：本周市场供应方面有增有减，，，，某大厂福建基地装置检修，，，预计检修10天左右，，，，区域供给量明显收窄；重庆某企装置于本周复产，，，产量释放少量。。。另外，，，目前市场现货供应紧缺，，，多数净化酸工厂装置运行稳定，，，，且有预收支撑，，，待发基本维持至本月底或下月中上旬。。。
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。。。不排除个别工厂报价窄幅上调。。。。
Wet purified phosphoric acid:
The price of wet-process purified phosphoric acid remained stable this week.
On the supply side: One of main producer in Fujian suspended production for maintenance; and one producer in Chongqing resume production this week, so the supply of some area declines slightly. At present the market supply of spot cargo is tight and there’re sufficient pending orders for the producers, which scheduled to the end of Oct even first half of Nov.
On the demand: Procurement is weak, and new orders transaction is less.
Expected that the price of wet-process purified phosphoric acid will continue to remain stable or stable with a slight increase next week.
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与上周相比略有下滑，，，，部分工厂从本周起降产30%；部分企业开始停产检修。。。。
需求方面：下游行业需求冷淡。。。
成本方面：本周纯碱行业成本有所上涨，，，，但下游需求冷淡，，行业整体利润持续缩减。。
后期纯碱价格将继续维持当前价格水平。。。。行业大部分企业有所亏损，，采取限产措施维持成本。。
Sodium carbonate:
The sodium carbonate price keep stable this week.
On the supply side: The operating rate of the sodium carbonate has slightly declined compared with last week. Some producers have reduced production by 30% from this week, and some producers have to suspend production for maintenance;
On the demand side: The demand is very weak.
On the cost side: the cost of the sodium carbonate has increased this week, but the weak demand has resulted in a low profit for many producers.
In the later stage, the price of sodium carbonate will continue to maintain the current price. Most companies in the industry have suffered losses and are taking production restrictions to maintain costs.
站点地图
