1、 Price trend

According to the data monitoring of the business association, on February 17, the operation of the domestic phosphorus ore market was temporarily stable, and the comprehensive sample area quoted price. The average ex factory price of 30% grade phosphorus ore was around 403 yuan / ton, and the quotation basically remained unchanged before the festival without any fluctuation. On February 17, the phosphorus ore commodity index was 74.01, unchanged from yesterday, down 37.17% from 117.80 (2012-07-09), the highest point in the cycle, and up 44.04% from 51.38, the lowest point on December 24, 2018. (Note: cycle refers to 2011-09-01 to now)

2、 Market analysis

Product: at present, the trading of phosphorus ore market is recovering slowly, and the recovery progress of mining enterprises is still poor. Some mining enterprises still need to resume production next week. At present, under the difficulty of auto parts transportation, the market mainly supplies a small amount of goods to customers in surrounding areas, with low inventory in departments and regions, light trading atmosphere, and production recovery still needs some time. At present, the reference price of 28% ammonium phosphate ore car in Guizhou is 320 yuan / ton, the reference price of transaction is 280 yuan / ton, the reference price of 30% ammonium phosphate ore car is 330-360 yuan / ton; the reference price of 28% ammonium phosphate ore car in Yunnan is 275 yuan / ton; the reference price of 28% ammonium phosphate ore car in Hubei is 390-400 yuan / ton, the actual transaction is low, the reference price of 28% grade phosphorus ore in Liushugou is 390 yuan / ton, and the reference price of 30% grade phosphorus ore in Hubei is 390 yuan / ton The ore reference price is 440 yuan / ton.

Industry chain: the market price of yellow phosphorus, a downstream product, has been raised since last week. At present, the mainstream price of yellow phosphorus in Yunnan is about 17600 yuan / ton. The main quotation in Sichuan is about 17000 yuan / ton. The main quotation of yellow phosphorus in Guizhou is about 17000 yuan / ton. At present, the overall supply of yellow phosphorus market is still tight. From next week, downstream users will gradually resume production. Before resuming driving, they need to prepare goods in advance, and the demand for yellow phosphorus has increased.

3、 Future forecast

According to the analysis of the data analyst of the business association, with the increase of downstream product demand and the gradual recovery of phosphorus ore market, the market will be stable and strong.