1、 Price trend

According to commodity data monitoring, the price of yellow phosphorus in Yunnan and Guizhou increased this month. The average price of yellow phosphorus was 32250 yuan / ton at the beginning of the month and 37666.67 yuan / ton at the end of the month. The price increased by 16.8% during the week.

2、 Market analysis

The price of Yunnan Guizhou yellow phosphorus increased this month. The overall market trading situation is acceptable. It is reported that the electricity price in Yunnan may be slightly increased by 2-3 points in March, with strong cost support. At present, there are many downstream inquiries, and the acceptance of high price yellow phosphorus is acceptable. In addition, the yellow phosphorus market is affected by the news of line failure in Yunnan recently, and the yellow phosphorus price rises one after another near the end of the month. Up to now, the mainstream quotation of yellow phosphorus in Yunnan is about 38000 yuan / ton; The mainstream quotation in Sichuan is about 38000 yuan / ton; The mainstream quotation of yellow phosphorus in Guizhou is about 37000 yuan / ton.

The phosphate ore market in the lower reaches is basically quiet, and the phosphate ore market is closed in February. The phosphate ore market in the lower reaches is basically quiet. In the late stage, the downstream demand for phosphate rock has gradually recovered, and the supply in the phosphate rock yard is still tight. On the 18th, some mining enterprises in Guizhou took the lead in raising the price of medium and high-end phosphate rock, of which the price increase of 30% phosphate rock freight plant is about 10-30 yuan / ton, and the price of 30% phosphate rock freight plant in Guizhou is about 650-700 yuan / ton, The market price of 28 grade phosphorus ore is basically the same as that before the festival, with reference to around 580-630 yuan / ton. At present, the overall high level of phosphorus ore market is dominated by good operation. Phosphorus ore analysts of business society believe that in the short term, most of the domestic phosphorus ore market will continue to operate at a high level and firmly, and more attention needs to be paid to the news changes of supply and demand.

In terms of coke, according to the data monitoring of business society, the average price of coke is 2794 yuan / ton. This month, the coke market operated strongly, and the first round of increase basically landed, with a cumulative increase of 200 yuan / ton. Northeast China took the lead in accepting this round of increase, and other regions basically landed on Friday, boosting the mentality of coking enterprises. In terms of supply, coking enterprises have started to operate slightly recently, and the shipment situation is good. At present, most coking enterprises operate with low inventory, the order situation is good, and the supply is slightly tight. In terms of demand, with the end of the Winter Olympic Games and the end of the heating season, the procurement demand of steel mills began to recover, the stock demand began to release, and the demand for coke was good.

In terms of phosphoric acid, the phosphoric acid market continued to decline in the first half of February, and began to stop falling and rise in the second half of February, rising to the level at the beginning of the month. According to the monitoring of business agency, the current quotation in Sichuan is 9500-10000 yuan / ton, that in Yunnan is about 9000-9500 yuan / ton, that in Hubei is 10500-11000 yuan / ton, that in Shandong is 10500-11500 yuan / ton, and that in Jiangsu is 9500-12000 yuan / ton. According to phosphoric acid analysts of business society, at present, the price of raw materials has risen, the cost support has been strengthened, and the downstream demand has been actively restored after the Winter Olympic Games, which is good to support the rise of phosphoric acid market. It is expected to rise steadily in the short term.

3、 Future forecast

The yellow phosphorus analyst of the chemical branch of the business agency believes that on the whole, the price of yellow phosphorus has risen sharply this month. The price of upstream phosphate rock will rise, the price of Coke will rise, and the electricity price may rise slightly in March, with strong cost support. The price of downstream phosphoric acid rebounded and rose, and the inquiry increased, mainly in need of replenishment. It is expected that the price focus of yellow phosphorus will be upward in the short term.