The international oil price fluctuates and rises, and the demand expectation of asphalt in peak season is favorable to the market price of asphalt. Domestic asphalt prices rose in July. According to the price monitoring data of the business agency, the asphalt price was reported to be 2512 yuan / ton on July 30, 6.91% higher than that at the beginning of the month.

In terms of international crude oil, OPEC + relaxed the production reduction as scheduled, but it had little impact on the international crude oil market price. In addition, the US crude oil demand improved, crude oil inventory fell sharply, the US stimulus plan and the EU recovery fund made significant progress, the new crown vaccine research made a breakthrough, market demand worries eased, and a series of good news was released. The international crude oil price rose in July, with WTI and Brent crude oil rising by 5.09% and 6.83% respectively.

At the end of Meiyu season in southern China, the demand in South China is good and the shipment is smooth; East China refineries can basically maintain the balance of production and sales, but the terminal demand is still weak; Southwest and central China are affected by rainfall and flood, the demand is not good; the demand of asphalt terminal market in northern China is good, the price of asphalt market is supported, and the demand for asphalt in Northwest China drops for a short time. On the whole, the demand of asphalt market is in the rising stage. In addition, the demand of asphalt in peak season is expected to be strong in the middle and lower reaches. The price of asphalt keeps rising.

The domestic production in June was 2.7859 million tons, and the domestic asphalt production plan in July was 2.98 million tons, both the highest levels in the same period of history. At present, the domestic asphalt operating rate at the end of the month is 63%, which is slightly lower than that at the beginning of the month.

Business agency analysts believe that the southern region terminal asphalt demand is in the recovery stage. The demand for terminal asphalt in northern China is relatively strong, and the asphalt load of refineries is reduced. It is expected that the asphalt price will continue to rise slightly.

According to the price monitoring of the business agency, the domestic PTA Market weakened in July. As of July 29, the average market price was 3554 yuan / ton, down 1.47% compared with the beginning of the month, and 36.42% lower than that at the beginning of the month. In July, new units were put into operation, terminal demand was weak, supply increased, inventory was high, fundamentals were under pressure, prices fluctuated downward, cost support and terminal demand were purchased on bargain at the end of the month, and the tail showed a slight recovery.

In terms of factory price, Yisheng Petrochemical announced that the PTA contract settlement price in July was 3570 yuan / ton, down 90 yuan / ton compared with the previous month; Hengli Petrochemical Company’s PTA settlement price in July was 3528.07 yuan / ton, and the advance collection in August was 3700 yuan / ton; the PTA settlement price in July was 3528 yuan / ton, and the PTA advance collection in August was 3800 yuan / ton; the PTA settlement price in July was 3730 yuan / ton, and the advance collection in August was 3800 yuan / ton.

Enterprise name: capacity (change of 10000 tons of units)

Jiaxing Petrochemical 220 stopped at night on July 12 and planned to overhaul for about 2 weeks

Liwan polyester 70 restart pending

Restart of Tianjin Petrochemical 34 in shutdown to be determined

Restart of Pengwei Petrochemical 90 in shutdown to be determined

Hanbang Petrochemical Co., Ltd. will restart in shutdown

Restart of Jialong Petrochemical 60 in shutdown to be determined

Fuhai Chuang 450 was put into operation on July 9 and has returned to normal

Hengli Dalian 250 new units are all put into operation smoothly with a load of 90%

Eason Hainan 200 delayed maintenance plan

Luoyang Petrochemical Company started maintenance for 27 days at the end of July

Shanghai Yadong Petrochemical Co., Ltd. plans to overhaul for 3 days at the end of August

Huabin Petrochemical 140 plans to stop for maintenance in mid and late August

Ningbo Taihua 120 is scheduled to stop for maintenance on August 3, and overhaul for 15 days

In terms of the plant, the 4.5 million ton PTA plant of fuhaichuang was put into operation with reduced load on July 9 and restored to full load on July 14. Jiaxing Petrochemical’s 2.2 million ton PTA plant was shut down in the evening of July 12, and it is planned to overhaul for about 2 weeks. Luoyang Petrochemical 32.5 plans to overhaul at the end of July. PTA start-up load decreased from 92% at the beginning of the month to about 88%, but it remained high. The new plant Hengli Dalian line 5 is 2.5 million tons, of which 1.25 million tons were put into operation on June 28, produced products on June 29 and started operation on July 2 to 90%. Another production line of 1.25 million tons was put into operation on the evening of July 11, and the overall load has reached 90%.

At present, PTA processing cost is more than 550 yuan / ton, and most of the plants are not less active in production, so they postpone the maintenance plan one after another. At present, PTA plant maintenance plan is mostly concentrated in August. Huabin Petrochemical 1.4 million tons / year unit is planned to be shut down for maintenance in late August, Ningbo Taihua 1.2 million tons / year unit is expected to be shut down for about half a month on August 3, and Shanghai Yadong Petrochemical 700 thousand tons / year unit is planned to be overhauled for 3 days at the end of August. It is expected that PTA plant will be overhauled as planned in August, and the start-up load will decrease slightly.

In terms of inventory, PTA market is still facing a certain contradiction between supply and demand. The demand side support is weak, and the inventory is further increased. PTA total inventory has been hovering at a historic high of 3.5 million tons in recent months. The possibility of large-scale removal of PTA inventory in the future is small, and the imbalance between supply and demand will remain for a long time. At present, the social inventory of PTA is constantly rising. As of the week of July 24, PTA social inventory reached 3.95 million tons, a record high.

Affected by the OPEC + crude oil production reduction agreement, the oil price is supported. At present, the factors restricting the continued rise of crude oil are still the concerns of demand. The crude oil price in July has significantly narrowed. As of July 28, the closing price of WTI main contract was 41.04 USD / barrel, up 3.06% compared with the beginning of the month. As of July 28, Asian PX (CFR China) closed at US $558 / T, up 3.14% from the beginning of the month. Recently, overseas units have come to an end and are being restarted gradually. The domestic start-up load is basically stable. At present, PX is still in a deficit state. With the recovery of plants, PX inventory has been significantly accumulated, and the domestic social inventory has reached a high level of 2.5 million tons.

In terms of downstream demand, Jinyi polyester plant was put into operation, and polyester production capacity was increased by 100000 tons / year. Polyester comprehensive operation rose to more than 87%. The characteristics of the off-season are obvious, the foreign trade demand is still in the recovery period, the number of orders is small, the terminal textile market is still light, the enthusiasm of textile factories to purchase raw materials is not high, and the transaction atmosphere is general. At the same time, with the gradual deepening of summer, some weaving and printing and dyeing enterprises have entered the summer vacation mode, which has a negative impact on the upstream product delivery. Under the background of textile off-season, the start-up rate of Jiangsu and Zhejiang decreased to around 55%, which was at a low level year on year. The demand for raw materials gradually weakened, resulting in the continuous accumulation of inventory, high inventory has become a common problem, the overall inventory of polyester market is concentrated in 30-39 days; in terms of specific products, POY inventory is up to 9-16 days, FDY inventory is around 20-27 days, and DTY inventory is about 28-39 days. Near the end of the month procurement, polyester factories generally reduce the preferential power, have a strong speculation mentality.

Xia Ting, an analyst at the business agency, believes that at present, raw crude oil and PX are beneficial to PTA. However, with the recovery of domestic PX plant maintenance and the increase of overall supply pressure, PX will show a state of accelerating accumulation of stocks, and will face the dilemma of accumulation or even expansion. Therefore, in the future, the price of PX will be under pressure, and the cost side support will be weakened. At the same time, PTA start-up and inventory are maintained at a high level, and the contradiction between supply and demand is difficult to improve under the background of off-season terminal, and the market is expected to weaken in early August. In the second ten days of August, PTA plant maintenance will increase, and the inventory pressure may decrease. In addition, the recovery of orders in the terminal textile market will boost the upstream market to a certain extent. Therefore, it is expected that PTA Market in August will show a “V” trend.

According to the price monitoring of the business agency, the domestic spandex market continued to decline in July. As of July 28, the average price of spandex 40d specifications was 31100 yuan / ton, down 1.27% compared with the beginning of the month, and 2.51% lower than that at the beginning of the month. The price was at a three-year low, down 14.44% from July 28, 2017.

Current mainstream price statistics of spandex market (unit: yuan / ton)

20D 30D 40D

Zhejiang 35000-36000 34000-35000 28000-28500

Shandong 36000-37000 34500-35500 28500-29000

Fujian 37000-38000 34500-35500 28500-29000

Jiangsu 35000-36000 34000-35000 29000-31200

At present, the spandex industry started 80% of the total, high-level operation, stable supply of goods. The cost side support is insufficient, the terminal market demand is still weak, customers purchase on demand, the actual transaction details. At present, the reference for 20d spandex mainstream negotiation in Zhejiang is 35000-36000 yuan / ton; for 30d spandex, it is 34000-35000 yuan / ton; for 40d spandex, it is 28000-28500 yuan / ton, and the actual transaction is detailed.

Summary of production and sales trends of domestic PTMEG manufacturers

Enterprise name address capacity (10000 tons / year) remarks

Shanxi 3D and Shanxi Hongdong 5 are in parking, and there is no plan to restart temporarily

Yizheng Dalian Jiangsu Yizheng 4 plant shutdown

Sinopec Great Wall energy chemical Ningxia Yinchuan 9.2 unit load is not high

Henan Nenghua Henan Hebi 6 parking

The load of Xinjiang Meike Xinjiang Korla 5 unit is not high

Maintenance delay of 4.6 from Tunhe in Lanshan, Xinjiang to Changji, Xinjiang

In the raw material market, PTMEG market continued to be weak, with the mainstream quotation of 1800 molecular weight goods source at 13800-14800 yuan / ton, and the actual negotiation price was 13800-14300 yuan / ton. Market supply is sufficient, PTMEG industry started 50% above, start carefully. Among them, Shanxi sanwei 50000 tons, Yizheng Dalian 40000 tons, Henan energy chemical 60000 tons of plant shutdown, there is no restart plan. Sinopec Great Wall energy and chemical 92000 tons, Xinjiang Meike 50000 tons of unit load is not high, Xinjiang Lanshan Tunhe 46000 tons of maintenance delay.

Market price change of pure MDI in July (unit: yuan / ton)

Region: July 1 – July 15 – July 28

South China 13500-13800-13000-13500-13000-13500

North China 13500-13800-13200-13500-13000-13500

East China 13300-13700 13000-13500-13000-13500

In addition, the pure MDI market is at a low level, and the demand side support is still weak. Near the end of the month, the downstream just needs to follow up the replenishment, and some manufacturers’ offers have increased, but the volume is limited, and the low-cost source of goods is still available. The current market quotation is 13000-13500 yuan / T in barrels.

The downstream textile terminal market is currently in the off-season, and the general intention of receiving orders is not high, and the overall market has a strong wait-and-see atmosphere for the future market. In Xiaoshao area of Zhejiang Province, the starting level of circular knitting machine market is maintained at 40%, and that of wrapping yarn market is maintained at 5-60%; the start-up of yarn wrapping enterprises in Zhangjiagang area is average, and the overall starting level is maintained at 50-60%. The start-up in Fujian is not high, with lace at 30-40% and warp knitting at 50-60%; Guangdong’s orders follow-up is stable, and the start-up of circular machine and warp knitting market is maintained at 50-70%. Recently, there are many styles of polyester and spandex elastic fabric hanging samples in the traditional market of China Textile City in autumn and winter, but some varieties are mainly hanging samples. Although there are small and medium-sized batch spot transactions and orders to undertake, some order batches are mainly on credit, and some small and medium-sized business households are not willing to trade on credit, resulting in relatively limited market transactions and weak transactions in recent days.

Business Club analysts believe that due to the sluggish demand of the spandex industry, the partial production of new effective capacity, and the slow elimination of old and backward production capacity and other factors, the oversupply makes the price trend weak, the industry’s profit gradually reduces with the price downward, and the loss pressure of the old equipment is significantly increased. Superimposed on the current off-season, the inventory of downstream textile enterprises increased significantly, and profit making promotion activities were put on the agenda again. So far, due to the lack of orders and operating losses, many factories are starting to take holidays. It is understood that more than 40% of the enterprises in Zhejiang Province have stopped production and holiday, and some of them are struggling. Therefore, from raw materials to the terminal market is weak, in the absence of obvious positive stimulus, spandex prices will maintain a downward trend.

On July 27, the price of silicon metal (441) rose slightly. According to the data of the business agency, on July 27, the average market price of domestic silicon metal (441) was 10825 yuan / ton, up 3.18% compared with the average market price of 10491.67 yuan / ton at the beginning of the month (7.1); compared with the average price of 11833.33 yuan / ton at the beginning of the month, the decrease was 8.52%.

The price of 441 silicon is as follows:

The price range of silicon metal in Fujian is 10300-10500 yuan / ton, Sichuan is 10600-10700 yuan / ton, Kunming is 10600-10700 yuan / ton, Shanghai is 11400-11600 yuan / ton, Tianjin port is 10800-10900 yuan / ton, Huangpu port is 10800-11000 yuan / ton 。

Stable supply and demand, firm willingness of manufacturers to support prices

At present, the social stock of silicon metal is relatively stable, the low-grade silicon stock is not much, and the spot is relatively tight. Some silicon factories are willing to stand up for price, and the low-cost goods are reduced. The silicon factories in Yunnan are mainly engaged in the production of orders in the early stage, and a small number of new orders are opened, and the manufacturers are bullish. Affected by public events, the supply and demand in Xinjiang are weak, and the downstream production is slightly reduced in the short term, At present, domestic traders and downstream customers are purchasing well, and the spot market is relatively tight.

In the future market, the main task is to maintain stability

At present, the supply and demand are stable. Considering the cost factors, the manufacturers are willing to support the price. It is expected that the silicon price will be stronger in the near future.

1、 Price trend

According to the monitoring data of the business agency, the average ex factory price of domestic chlorinated paraffin 52 grade I product was 4766 yuan / ton on July 20, and 4800 yuan / ton on July 24, with the price rising by 0.70% this week.

The commodity index of chlorinated paraffin on July 24 was 71.46, unchanged with yesterday, down 34.70% from 109.43 (2013-12-03), and 11.92% higher than the lowest point of 63.85 on September 26, 2016. (Note: cycle refers to 2012-06-01 to now)

2、 Market analysis

Chlorinated paraffin rose slightly this week. The factory quotation of chlorinated paraffin 52 in Jiangsu Province is 4600-5200 yuan / ton, that in Hebei Province is 4000-4800 yuan / ton, and that in Henan Province is 4300-5300 yuan / ton. The factory quotation of chlorinated paraffin 52 in Northeast China is 4400-5400 yuan / ton. The factory quotation of chlorinated paraffin 52 in Shandong Province is about 4900 yuan / ton. The factory quotation of chlorinated paraffin 52 in Northwest China is 4600-5400 yuan / ton. The factory quotation of chlorinated paraffin 52 in East China is 4500-5400 yuan / ton. The factory quotation of chlorinated paraffin 52 in North China is 4200-5000 yuan / ton. The factory quotation of chlorinated paraffin 52 in South China is 4500-5000 yuan / ton.

The price of raw material market is stable this week. The main price of raw material liquid wax is 5800-6300 yuan / ton, stable shipment. The price of raw material liquid chlorine in some regions has been lowered, and the market in most regions is stable and the price is firm. The purchasing intention of the downstream is weak.

3、 Future forecast

Chlorinated paraffin analysts believe that the current chlorinated paraffin raw material market volatility, mainly stable operation. The downstream purchasing enthusiasm is not high, and the transaction is stable. It is expected that the chlorinated paraffin market will run smoothly in the short term.

According to the monitoring data of the business agency, the external price of ethylene has increased slightly recently. The average price of ethylene on the 21st day was 738.50 US dollars / ton, compared with 743.25 US dollars / ton in the previous trading day, up 0.20%. The current price is up 2.88% month on month, and the current price is down 16.44% year-on-year.

Recently, the overall trend of ethylene is rising slightly. Asian ethylene market prices remained stable. As of the 22nd, CFR Northeast Asia closed at $795-805 / T and CFR Southeast Asia closed at $700-710 / T. The price of European ethylene market rose. As of the 22nd, the European ethylene market price was FD, northwest Europe closed at 754-764 US dollars / ton, CIF northwest Europe closed at 695-703 US dollars / ton. The price of ethylene in the United States remained stable. As of the 22nd, the price was 335-353 US dollars / ton. Generally speaking, the ethylene market in Europe and the United States has increased steadily in recent years. The demand of the whole ethylene market is fair, and the trading atmosphere is general, and the increase is small.

International: on July 21, the price of WTI crude oil futures market in the United States rose, with the settlement price of main contracts at $41.92/barrel, up $1.00. The price of Brent crude oil futures market rose, with the settlement price of main contracts rising by 1.04 to US $44.32/barrel. The oil price hit a high of more than four months, mainly due to the obvious progress made in the US stimulus plan and the EU recovery fund. In addition, breakthroughs were also made in vaccine and the demand worries eased. Crude oil market rose, giving ethylene cost support, ethylene external market rose slightly.

The downstream styrene price fluctuated and fell. On the 22nd, the average styrene price was $5300.00/t. Generally speaking, the price still showed a small decline, and the situation of oversupply remained unchanged in the short term. In the later stage, the import volume of styrene decreased month on month, the inventory decreased, and the price rose. It can give ethylene some support.

The ethylene analyst of the chemical branch of the business agency thinks: in terms of crude oil, the oil price continues to fluctuate in a narrow range at the position of $40, and the market is in a state of anxiety. The implementation rate of production reduction in many countries exceeded 100%. This is the supply and demand side of the Lido bottom crude oil market. The formation cost of ethylene is supported, and the ethylene price is currently at a low level, so the data analysts of the business agency expect that the ethylene price will mainly rise next.

The international oil price fluctuated above $40 / barrel, and the operating rate of asphalt plant dropped slightly, which supported the asphalt market price. Recently, the domestic asphalt price has been rising steadily. According to the price monitoring data of the business agency, the asphalt price was reported at 2512 yuan / ton on July 21, 1.52% higher than that on July 13.

In terms of international crude oil, U.S. crude oil demand improved and crude oil inventory decreased significantly. While the crude oil market released good news, OPEC + relaxed production reduction as scheduled, and the overseas epidemic continued to drag down the global economy and crude oil demand prospects. International oil prices rose first and then fell, but crude oil prices fluctuated above $40 / barrel. In terms of production cost, the asphalt market price has a certain support.

At present, rainy weather in southern China limits the demand of terminal asphalt. The northeast and northwest are in the peak season of construction, and the rigid demand is relatively good. The end of Meiyu season in southern China, the peak demand season of asphalt terminal market is expected to remain, and the middle and lower reaches have a strong desire to stock up. Asphalt inventory is transferred from refinery to social inventory.

In the same period, the domestic production of asphalt was 2.78 million tons, which was the highest in domestic production in the same period. At present, the asphalt inventory of refineries has risen slightly, and some refineries have reduced the asphalt production load. The domestic asphalt operating rate this week was 68%, which was slightly down 3% compared with last week.

Business agency analysts believe that the southern region affected by rainfall, flooding, terminal asphalt demand to be restored. The demand for terminal asphalt in northern China is relatively strong, and the asphalt load of refineries is reduced. It is expected that the asphalt price will continue to rise slightly.

1、 Price trend

The composite price of potassium chloride fell slightly this week. The average price of potassium chloride mainstream comprehensive quotation this week dropped from 1850.00 yuan / ton at the beginning of the week to 1835.00 yuan / ton at the end of the week, a decrease of 0.81%, and a year-on-year decrease of 21.91% compared with the same period last year. Overall, the market of potassium chloride fell slightly this week, and the commodity index of potassium chloride on July 17 was 58.25.

2、 Market analysis

This week, the quotations of mainstream manufacturers of potassium chloride dropped slightly: the ex factory offer of Qinghai Salt Lake potassium chloride at the weekend was 1820 yuan / ton, which was temporarily stable compared with the beginning of the week; the marketing quotation of Anhui Badou potassium chloride at the weekend was 1850 yuan / ton, which was 30 yuan / ton lower than that at the beginning of the week. The actual turnover of potassium chloride market this week is not good. Overall, the main contradiction in the market is that supply exceeds demand, the trading atmosphere is cold, the downstream procurement is mainly on demand, the overall inventory is low, the purchasing market momentum is low, and the domestic potassium chloride market is stable.

3、 Future forecast

In late July, the overall trend of potassium chloride market or low consolidation. The market of potassium chloride is facing the pressure of three mountains, namely, the large stock in Hong Kong, the weak demand and the downward trend of international prices. Therefore, the main contradiction in the current market is that supply exceeds demand. Potassium chloride analysts of the business club believe that the short-term potassium chloride market is mainly low consolidation under the influence of supply and demand and raw materials.

According to the business club’s big list data, this week (7.13-17), the domestic adipic acid trend was stable, the price was basically flat in the last week, some markets rose or fell slightly. According to the data monitored by the business agency, the adipic acid in East China increased slightly by only 0.3%. The market demand is still weak, and the supply is relatively abundant. Most dealers’ quotations keep rising or falling within 100 yuan. Most manufacturers are still pessimistic about the future market and light stock operation. According to the business society monitoring, the current adipic acid market quotation range is 6600-6800 yuan / ton.

In terms of market supply, the operating rate of adipic acid manufacturers this week was flat at the beginning of the month, with more than 80% at present. The market supply performance is sufficient, and the inventory pressure of manufacturers has not improved. Dealers usually take delivery of goods normally, and centralized purchasing behavior is not in the off-season market. Some dealers purchase according to the order and light the inventory operation. Generally speaking, the pressure of enterprise inventory and market inventory is relatively large. In terms of cost, the upstream crude oil price continued to fluctuate in the range and remained relatively high. However, the performance of pure benzene was low. Since July, the price continued to consolidate at a low level, with a drop of 0.63%. As shown in the figure below, adipic acid did not bring fundamental benefits to adipic acid. The main reason is that the downstream demand has not fundamentally improved, and adipic acid is squeezed by both upstream and downstream, which leads to enterprise profits It’s going down.

Market trend of pure benzene

From the perspective of terminal demand, the downstream demand has little change compared with the beginning of July, and is still in the off-season level. The operating rate of downstream factories has not significantly increased, and the overall consumption level of plastic products has not increased significantly, which is difficult to boost the market of upstream raw materials. In addition, affected by the epidemic situation this year, the sales volume of polyurethane and other thermal insulation materials is also lower than that of the same period last year. In addition, downstream products such as PA66 did not get out of the predicament, and the prices remained low, which eventually led to the difficulty in fundamentally improving the demand for adipic acid, difficult to digest inventory, and many manufacturers’ overstocking. Dealers generally follow the market and purchase on demand. In addition, in addition to the weak domestic demand, external demand has also worsened. Especially affected by the overseas epidemic, the external demand has decreased, and the export pressure of adipic acid has continued to increase. It is not ruled out that the inventory will continue to rise in the future.

In the later stage, it seems that the cost side lacks favorable support, the supply side is loose, and the market price is squeezed by cheap goods. The downstream is affected by the weak domestic demand and the shrinking of foreign demand orders caused by the severe overseas epidemic situation. It will take time for adipic acid to get out of the trend.

1、 Price trend

According to the big data list of business associations, the average price of domestic phosphoric acid on July 14 was 4833.33 yuan / ton, down 0.69% compared with the beginning of the month, 2.36% month on month, and 1.75% higher than the same period last year.

2、 Market analysis

In July, the phosphoric acid market has not changed much, the market is stable and weak, and the raw material yellow phosphorus has recently dropped to a low level. Considering the cost, the manufacturers intend to support the price, and the market rose slightly. The phosphoric acid (thermal process) market stopped falling and turned to be stable. However, due to the reduction of electricity price in Yunnan Province, the quotation of enterprises has obviously declined. Other regions mostly wait and see, and the decline rate is not much. Wet process enterprises are small according to their own situation Down, shipment is still good. At present, the downstream demand procurement is cautious, the transaction atmosphere is becoming weak, the market is gradually entering the consumption off-season, the sales pressure of phosphoric acid enterprises is increasing, and it is difficult to improve the export in a short time. Overall, the recent market of phosphoric acid is relatively weak, and the demand is difficult to be favorable. However, with the increase of raw material yellow phosphorus, the trend of phosphoric acid is expected to rise.

According to the monitoring of the business agency, as of July 14, the average market price of 85% industrial purified water phosphoric acid was about 4800 yuan / ton, the price in Sichuan was 4500-5000 yuan / ton, the price was lower, the price in Guangxi was about 4450 yuan / ton, temporarily stable; the price in Yunnan was about 4300 yuan / ton, falling sharply; in Beijing, it was about 4900 yuan / ton; in Hubei, it was about 4600 yuan / ton The price quoted in the Soviet area is about 4500-5000 yuan / ton, and that in Tianjin is about 5200 yuan / ton. The prices in different regions are stable and small, and there is little change.

Enterprise specifications up and down from July 14 to July 1

Xingfa group: 85% 4600 yuan / ton 4800 yuan / ton – 200 yuan

Content: 85% 5200 yuan / ton 5200 yuan / ton

Hangxing Hongda content: 85% 4900 yuan / ton 4900 yuan / ton

Sichuan KANGLONG content: 85% 4600 yuan / ton 4600 yuan / ton

Wengfudazhou content: 85% 5000 yuan / ton 5100 yuan / ton – 100 yuan

Anda chemical content: 85% 4500 yuan / ton 4500 yuan / ton 0

South Yunnan industry and trade content: 85% 4300 yuan / ton 4800 yuan / ton – 500 yuan

Guangxi Mingli content: 85% 4450 yuan / ton 4450 yuan / ton 0

Xinfubei content: 85% 4450 yuan / ton 4450 yuan / ton 0

Content: 85% 4550 yuan / ton 4550 yuan / ton

Jinrihe chemical content: 85% 5000 yuan / ton 5000 yuan / ton 0

At present, some mining enterprises in Guizhou can hardly withstand the pressure of cold shipment. In order to stimulate the market, the quotation has been slightly reduced, with an adjustment range of 10-20 yuan / ton. The market situation in other regions is mainly stable. In view of the current market environment, the short-term phosphate rock market is dominated by narrow range consolidation operation, and it is still possible for some enterprises to adjust the phosphate ore quotation in order to stimulate the shock of shipment.

The price of yellow phosphorus rebounded to a certain extent, and the spot supply in the market was tight. Downstream enterprises and traders have a large amount of procurement and strong market support, while yellow phosphorus enterprises are reluctant to sell and have strong intention to stand up. At present, the market quotation in Yunnan is about 14200 yuan / ton. The mainstream quotation in Guizhou is about 14400 yuan / ton. The price of yellow phosphorus in Sichuan is about 14500-14800 yuan / ton. Due to the low price in the early stage, the downstream bottom copy procurement is relatively concentrated, and the spot supply in the market is tense, and the manufacturers intend to support the price.

3、 Future forecast

According to the phosphoric acid analysts of the chemical branch of the business society, the downstream demand for procurement is cautious, the transaction atmosphere turns weak, the overall phosphoric acid market is stable, and the prices of some enterprises are slightly reduced. Recently, the raw material yellow phosphorus has rebounded to the bottom, and the support is becoming stronger. It is expected that phosphoric acid will rise in the short term.