1、 Price trend

According to the business agency data monitoring, as of August 7, the mainstream reference quotation of 30% grade phosphate ore in Guizhou was around 300-340 yuan / ton, basically no price fluctuation compared with last week. On August 6, the commodity index of ammonium sulfate was 48.26, which was the same as yesterday, decreased by 54.59% from the highest point 106.28 (2012-05-24), and increased by 31.68% from the lowest point of 36.65 on June 23, 2014. (Note: period refers to 2011-09-01 to now)

In August, the domestic phosphate rock continued to run steadily

In August, the domestic phosphate ore market continued to maintain stable operation, with little fluctuation in the market. The market trading situation was general, the inquiry was light, and the transaction of new orders was ordinary. The downstream inquiry volume was slightly reduced compared with the same period last year. Enterprises supplied more and signed orders from old customers. Some mining enterprises in Yunnan are mainly self-produced and self-use stocks, and the external supply and sales volume has decreased. Hubei Province: the phosphate ore market is in a weak position. At present, 30% raw ore ship plates are quoted at 380-400 yuan / ton, and 28% raw ore ship plates are quoted at 350-370 yuan / ton. Guizhou: the market is stable, with 30% of the raw ore plate quoted 300-340 yuan / ton, the low-end platform quoted 280 yuan / ton; 29% of the raw ore plate quoted 280-310 yuan / ton; 28% of the raw ore plate quoted 250-270 yuan / ton. The price of 29% grade phosphate ore and 30% grade phosphate ore in Guizhou kaip were 300 yuan / T and 330 yuan / T respectively. Guizhou FUWENG 28% grade phosphate ore plate quoted 260 yuan / ton.

According to national data, China’s output of phosphate ore (containing 30% P2O5) in June was 9.376 million tons, an increase of 1.27 million tons compared with that in May (8.098 million tons). At present, the total output of phosphate rock this year is 38.689 million tons, which is – 12.5% lower than that of the same period last year (48.827 million tons).

According to the business agency, the output of phosphate ore in China in 2020 is as follows:

Indicators: June 2020 may 2020 April 2020 March 2020 February 2020

The current output value of phosphate rock (converted into 30% P2O5) is 937.6 809.8 757.3 545.4—

The cumulative output value of phosphate rock (converted into 30% P2O5) is 3868.7 2740.2 1932.8 1337.0 723.7

The output of phosphate rock (containing 30% P2O5) increased by 13.6 to 8.5 7.6 – 30.3 year on year–

The cumulative production growth (%) of phosphate rock (containing 30% P2O5) was – 12.5 – 14.3 – 20.9 – 29.1 – 30.9

On the downstream side, in July, after the yellow phosphorus market continued to rise, it entered August. At present, the yellow phosphorus market remained stable and mainly operated. In the near future, the enterprises kept the orders of old customers. At present, Yunnan Net phosphorus factory acceptance transaction referred to 14900-15100 yuan / ton. The market of phosphoric acid is stable with stable price.

According to the phosphate rock analysts of the business society, the current domestic phosphate ore market demand is limited, and mining enterprises in some regions limit production to maintain stable prices. It is expected that the market will still be stable in the short term. In order to stimulate the downstream stock up, the price of phosphate rock may fluctuate slightly, and the overall market fluctuation is limited.