According to the data monitoring of business society, as of July 31, the reference average price of 30% grade phosphorus ore in the mainstream areas of China was around 550 yuan / ton. Compared with July 1 (the reference average price of phosphorus ore was 530 yuan / ton), the average price increased by 20 yuan / ton, an increase of 3.77% and a year-on-year increase of 44.74%.

In July, the spot supply in the domestic phosphorus ore market was tight, the operating rate of the phosphorus ore market in Guizhou was low, and the on-site inventory was low. In mid July, the domestic phosphorus ore market maintained a tight supply situation, and the overall market transaction focus gradually shifted upward. On the 12th, some domestic mining enterprises in Guizhou raised the price of medium and high-end grade phosphorus ore by about 20-50 yuan / ton. After adjustment, In Guizhou, the price of 30% grade phosphorus ore truck plate is around 490-510 yuan / ton, and the price of 28% grade phosphorus ore truck plate is around 440-470 yuan / ton. In Hubei, the quotation of 28% ammonium phosphate ore ship board of some mining enterprises in Hubei has been raised to 550-570 yuan / ton. In Guangxi, the price of 30% grade phosphate rock freight plant is around 480-510 yuan / ton, and the price of 28% grade phosphate rock freight plant is around 430-460 yuan / ton. As of July 31, the reference average price in the mainstream areas of 30% grade phosphorus ore in China was around 550 yuan / ton. Compared with the beginning of the month, the average price increased by 20 yuan / ton, or 3.77%.

Downstream yellow phosphorus, affected by power rationing in Yunnan in July, the price of yellow phosphorus rose sharply. The manufacturer mainly issued early orders. As of July 31, according to the monitoring data of business agency, the domestic yellow phosphorus reference price was 27666.67 yuan / ton, a monthly increase of 42.98% compared with July 1 (19350 yuan / ton).

Downstream phosphoric acid, the market price of phosphoric acid rose sharply in July, the enterprise increased by more than 1000 yuan within the month, and the market focus moved upward. In the first half of this month, the phosphoric acid market was relatively calm, the enterprises started smoothly and mostly held the early quotation. From the second half of this month, due to the impact of power restriction in Yunnan, the production of yellow phosphorus was reduced and the goods were tight, so the price once rose to 30000 yuan. The cost side made efforts to support the phosphoric acid market to rise again. The price has exceeded the 8000 yuan mark. Some enterprises closed their offers and the market quotation is chaotic. At present, there are few low-end prices in the phosphoric acid market, and the supply is tightened, and the price rises sharply, but the downstream receiving capacity is limited, and the high price transaction atmosphere is light. The enterprise still mainly sends old customers, and there are few new orders, but the shipment of wet process phosphoric acid is relatively good. From the current situation, the short-term high-level operation probability of phosphoric acid is relatively high. According to the monitoring of the business community, the quotation in Sichuan is 6750-7500 yuan / ton, that in Hebei is 7700-8100 yuan / ton, that in Hubei is 8000-8200 yuan / ton, that in Jiangsu is 7200-7800 yuan / ton, and that in Shandong is 6200-7300 yuan / ton. The price of phosphorus acid in various places has increased significantly. According to the bulk data list of business society, the average price of domestic phosphoric acid on July 27 was 6816.67 yuan / ton, an increase of about 1000 yuan over the price of 5833.33 yuan at the beginning of the month, an increase of 16.86% within the month.

Forecast and analysis of future trend of phosphate rock

At present, the supply of domestic phosphorus ore market continues to be tight, and individual mining enterprises in Guizhou have suspended quotation. Phosphorus ore analysts of business society believe that in the short term, China’s phosphorus ore market will mainly focus on high-level consolidation and operation.