磷矿石、、热法磷酸及湿法净化磷酸行情周报(9.2-9.7):
磷矿石:
本周磷矿石受下游磷铵市场行情低迷影响,,,,部分产区市场有压价意向。。北方地区磷矿企业陆续恢复生产,,,供应能力短期提升空间有限,,但受下游开工影响,,,,北方磷矿有价无市。。。磷矿成交价格相对稳定。。。
硫磺:
中国港口目前硫磺总库存在240万吨左右,,,本周港口硫磺价格震荡整理。。。。本周国产硫磺普光价格小涨,,下游采购观望情绪较浓;当前外盘价格高企、、、国内到货量有限影响,,,持货商稳价惜售。。但下游磷铵开工和价格均处于下行趋势,,,但因成本端支撑,,,,硫磺下行幅度有限。。。。
热法磷酸:
本周因为原料黄磷价格大幅上调,,,,因此热法磷酸价格也持续上涨,,热法磷酸企业惜售。。。。
从供需看,,,本周西南、、、、华中地区某主流大厂恢复生产,,,,市场供应充足;湖北、、、云南、、、、四川地区部分热法酸工厂上调价格,,上调幅度在300-700元/吨不等;下游询单有所增加,,,,但终端企业对热法磷酸高价抵触较强,,,观望情绪占主导,,采购多维持刚需。。
从成本看,,黄磷企业报价坚挺,,价格难以下调,,热法磷酸成本支撑较强;湿法净化磷酸价格高位坚挺,,,一定程度上利好热法磷酸新单成交。。。。
后市预测:预计下周热法磷酸市场价格还将小幅上涨。。
湿法净化磷酸:
本周湿法净化磷酸价格先稳后涨。。多家湿法净化磷酸厂家今天上调报价,,,涨幅200-300元/每吨。。。
本周前期,,,受买涨不买跌心态影响,,部分下游企业保持积极询单,,,,但对高价接受仍需消化空间,,新单成交有限,,,,但随着工厂货紧的消息传出,,工厂报价有所上调,,,,部分下游市场刚需仍在,,,客户补充合理库存,,执行按需采购;现阶段热法磷酸与湿法净化磷酸价差虽收窄,,,但因黄磷价格继续上行,,,,热法磷酸成本承压,,,,价格看涨趋势明显,,,,一定程度提振净化磷酸企业稳价挺价信心。。。
Weekly market summary of phosphate rock, thermal phosphoric acid and wet purified phosphoric acid(9.2-9.7):
Phosphate rock:
This week, phosphate rock was affected by the downstream ammonium phosphate market downturn, and in some producing areas had the intention of reducing prices. Phosphate rock enterprises in the northern region have resumed production, but supply capacity is limited in short-term, and due to the impact of downstream ammonium phosphate's operating rate, phosphate rock in the north has no market for a price. But the transaction price of phosphate rock is relatively stable.
Sulfur:
The total inventory of sulfur in China's ports is currently around 2.4 million tons, and the price of sulfur at ports fluctuated this week. The price of domestic sulfur rose slightly, and the wait-and-see sentiment of downstream procurement was strong; At present, the high price of the external market and the limited domestic arrival are affected, and the factories and traders are reluctant to sell with low prices. However, the downstream ammonium phosphate start and price are in a downward trend, but due to the support of the cost side, the downward range of sulfur is limited.
Thermal phosphoric acid:
This week, because the price of raw material yellow phosphorus has risen sharply, the price of thermal phosphoric acid has also continued to rise, and manufacturers are reluctant to sell.
From the perspective of supply and demand, a mainstream factory in southwest and central China resumed production this week, and the market supply was sufficient; Some thermal phosphoric acid factories in Hubei, Yunnan and Sichuan raised their prices by 300-700 yuan/ton; Downstream inquiries have increased, but terminal companies have strong resistance to the high price of thermal phosphoric acid, and the wait-and-see sentiment dominates, and the procurement mostly maintains rigid demand.
From the cost point of view, the quotation of yellow phosphorus is firm, the price is difficult to decline, and the cost support of thermal phosphoric acid is strong; The high price of wet purified phosphoric acid is also firm, which is conducive to the transaction of new orders of thermal phosphoric acid to a certain extent.
Market outlook: It is expected that the market price of thermal phosphoric acid will rise slightly next week.
Wet purified of phosphoric acid:
This week, the price of wet purified phosphoric acid first stabilized and then rose. A number of wet purification phosphoric acid manufacturers raised their quotations today, with an increase of 200-300 yuan/ton.
In the early part of this week, affected by the mentality of buying up and not buying down, some downstream enterprises maintained active inquiries, but they still need to digest the space for high price acceptance, and the new order transaction is limited, but with the news of the tight inventory of factories and the factories quotation has been raised, and some downstream markets are still in demand, and customers supplement reasonable inventory and implement on-demand procurement; At this stage, although the price difference between thermal phosphoric acid and wet purified phosphoric acid has narrowed, the price trend is obvious due to the continued rise in the price of yellow phosphorus, and which has boosted the confidence of purified phosphoric acid factories to stabilize prices and raise prices to a certain extent.