1、 Price trend

According to the monitoring of bulk commodity data, as of December 7, the average price of Yunnan Guizhou yellow phosphorus was 15650 yuan / ton. Compared with the average price of 16225 yuan / ton in November 30 a week ago, the average price of Yunnan Guizhou yellow phosphorus was reduced by 575 yuan / ton, with a reduction rate of 3.54%.

2、 Market analysis

At the beginning of December, although the electricity price in December in Yunnan increased by 1-2 points compared with that in November, the increase was not large, which was difficult to support the yellow phosphorus market price. At present, the yellow phosphorus market starts at a high level, and the quotation of yellow phosphorus enterprises in the field has been adjusted. The demand of downstream phosphoric acid market is poor, and the overall market trading atmosphere is general. Up to now, the mainstream price of Yunnan yellow phosphorus is about 15800 yuan / ton. The mainstream quotation in Sichuan is about 15800 yuan / ton. The mainstream price of Guizhou yellow phosphorus is about 15500 yuan / ton. The overall market is light, mainly traders wait and see.

As for phosphate rock, up to now, the quotation of 30% grade phosphate ore car plate is 300-360 yuan / ton, and that of 28% grade phosphate ore is 280-320 yuan / ton. Among them, Xifeng phosphate ore in Guizhou mainly supplies phosphate rock with quality above 30%. At present, the phosphate mine is still in operation, and the price of 30% phosphate ore is 350 yuan / ton, and the price is stable. Guizhou Kaiyang Guanglong mining 30% grade phosphate rock freight plant quoted 320 yuan / ton, the price is stable. In Guangxi, the quotation of 28% phosphate rock pallet is 290-310 yuan / ton, and that of 30% phosphate rock is 330-350 yuan / ton.

In terms of coke, up to now, the mainstream price of Panzhihua coke (secondary metallurgical coke) is 2430 yuan / ton, which is 50 yuan / ton higher than that of the previous trading day, and 100 yuan / ton higher than that of the same period last month. Today, the coke market is relatively strong. The eighth round of increase of 50 yuan / ton is gradually landing. Today, Shandong, Hebei, Shaanxi, Henan and other places are landing, with an accumulated increase of 400 yuan / ton. Under the influence of environmental protection supervision, the operating rate in some areas of Shanxi has dropped to about 40%. In addition, the plan of de capacity in Henan and Hebei is steadily advancing, and the coke supply is slightly tight in the near future.

In terms of demand, the phosphoric acid market has been stable for the time being, with partial downward adjustment. Phosphoric acid market is cautious and wait-and-see, profit margin shipment, individual enterprises cut prices, mainstream prices are still relatively stable. At present, the downstream demand is general, the trading atmosphere is not good, the support force of superimposed cost side is declining, and the overall phosphoric acid market is weak, with downward expectations. Phosphate, phosphorus trichloride and phosphorus pentoxide are in general operation, and the quotation of each enterprise is similar to that in the early stage. The overall market demand for yellow phosphorus is poor.

3、 Future forecast

According to the yellow phosphorus analysts of chemical branch of business society, the price of yellow phosphorus market has fallen recently. At present, the yellow phosphorus market starts at a high level, the downstream demand is insufficient, and the overall yellow phosphorus market transaction is light, which is difficult to form a strong support for the market. It is expected that the price center of yellow phosphorus market will be downward in the short term.