10.14-10.18 饲料级磷酸氢钙产品行情周报
10.14-10.18 饲料级磷酸氢钙产品行情周报
原材料端：云锡由于其硫酸库存低，，，，且下月有检修计划，，，，因此本周云锡硫酸再次上调30元/吨；云铜本周已经出酸，，，，但尚未对外销售，，能否稳定、、持续出产标准酸，，，有待观察及跟踪。。。。本周固体硫磺价格约为1200元/吨，，，，液体硫磺价格约为1210/吨，，较上周上涨30元/吨。。。预计下周硫酸价格保持稳定。。。。
需求方面： 国庆节后部分终端客户按需补货、、少量多采，，另外一些客户保持观望态度；经销商多以背靠背方式采购。。。。目前磷酸二氢钙逐步进入淡季，，需求端支撑有限；虽然磷酸氢钙及磷酸一二钙正逐步进入旺季，，，，但目前下游客户保持谨慎采购。。。。
供应及开工率方面： 本周磷酸氢钙开工率较上周略有提升，，云南地区前期停产的主流大厂已经复产；后期产能产量上会有增长，，但目前各工厂在云铜新厂能稳定出产标准酸之前，，，，都不会开满产能，，，仍然保持降低产能生产。。。云南地区一磷酸二氢钙和磷酸一二钙主流大厂计划下月检修，，，检修时间为30天，，，后期磷酸二钙及磷酸一二钙市场供应量预计将会有所收缩。。另外一方面，，，工厂前期订单充足，，，目前10月份生产计划已经排满，，部分工厂生产计划排至十一月上旬，，，后期工厂主要交付前期订单，，供应紧张的局面仍然持续。。。
后市预测：预计下周价格将维持现状，，，部分工厂不排除有继续上调的可能，，，，但总体市场预计将维持当前价格。。
Weekly summary of feed grade phosphate products, DCP MCP MDCP:
Raw materials: The sulfuric acid of Yunnan Tin Industry has raised again by CNY30 per ton due to the low inventory, and they intend to suspend production for maintenance next month. Yunnan Copper’s new plant produced acid this week but it hasn’t for sales. It remains to be seen if they are able to produce steadily and continuously. The solid sulfur is about CNY1200 per ton and the liquid sulfur is about CNY1210 per ton this week, with an increase of CNY30 per ton from last week. It’s expected that the sulfuric acid will remain stable in next week.
On the demand side: Due to the negative impact of acid price of later period, some feed mills replenished stocks on demand with a strategy of multiple purchasing with small quantity; some trading companies keep wait-and-see attitude to the price or take the back-to-back purchasing strategy. At present, the slow season for the MCP, so the demands for MCP is gradually weak; the customer will hold a cautious purchasing attitude for DCP and MDCP even if it’s peak season for these two products.
Supply and operating rate:
The operating rate has been increased compared to last week, the mainstream large factory in Yunnan who was shut down before resume production this week. The market supply might increase in later stage, but the factories would not come to full production until Yunnan Copper new plant could produce steadily and continuously. One of mainstream producer of MCP and MDCP in Yunnan will suspend production for maintenance for 30 days in next month, so the market supply would be decrease. On the other hand, factories collected sufficient orders previously and their production plan for October even the early November has been fully arranged. In the later stage, factories mainly deliver early orders, and the situation of tight supply will continue.
Forecast: Expected that the price will remain the same in the next week. Some factories may continue to increase prices, but the overall market is expected to maintain the current price.
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