Zinc price rose on September 24

According to the data monitoring of business agency, the zinc price was 23088.00 yuan / ton on September 24, up 1.15% from 22826.00 yuan / ton on September 23 of the previous trading day. On September 24, the zinc market stopped falling and rebounded, and the zinc price rose sharply.

Domestic power rationing intensified

On September 23, affected by the continuous high temperature before the arrival of double typhoons, Guangdong implemented the temporary peak shifting power consumption plan again. According to the orderly power consumption plan, Shunde, Foshan, Guangdong and Jieyang have implemented “one start, one stop and six stops”; Shantou, Guangdong plans to implement the orderly power consumption measures of industrial “zero start and seven stop” + emergency peak avoidance + low-voltage three-phase industry + Commerce on the 23rd. In addition to Guangdong, Shandong, Qinghai, Ningxia, Yunnan, Guangxi, Hunan, Anhui, Sichuan, Henan, Chongqing, Inner Mongolia and other places have also successively issued power rationing or staggered peak power consumption notices. Most provinces in China have encountered power rationing. Zinc smelting, as one of the main power consuming industries, has reduced the output of zinc city.

Market Overview

Business analysts believe that: with the upgrading of power restriction, the output of zinc market is expected to decrease. In the market where there is no significant change in demand, the output of zinc ingots decreases, which increases the driving force for the rise of zinc price. It is expected that the zinc price will fluctuate and rise in the future.

Trade name: sulfur

Latest price (September 23): 1950.00 yuan / ton

Key points of analysis: according to the price monitoring of business society, the price trend of sulfur in East China was temporarily stable on the 23rd. Refineries in various regions quoted prices according to their own shipments. The mainstream price of solid sulfur in East China of Sinopec was 1900-1990 yuan / ton; Sinopec’s mainstream price of solid sulfur in North China is 1830-1890 yuan / ton; The mainstream price of sulfur and solid sulfur in Sinopec Shandong is 1950 yuan / ton. The inventory of refineries in various regions in China is low, the downstream traders purchase on demand, the enterprise shipment is relatively stable, the high sulfur price is strong, and the on-site operators are mainly wait-and-see.

Future forecast: at present, the domestic sulfur market remains stable at a high level. In terms of shipment, the refinery is mainly stable temporarily, and the downstream phosphate fertilizer market is weak, which has weak support for sulfur. It is expected that the future sulfur market will be stable temporarily, and pay attention to the market transaction.

Zinc prices fell on September 22

According to the data monitoring of business agency, the zinc price was 22964.00 yuan / ton on September 22, down 0.35% from 23044.00 yuan / ton on September 17 of the previous trading day. On September 22, the zinc price failed to continue the previous rise and stopped rising and falling.

Summary of zinc market on September 22

The processing fee of zinc concentrate stopped falling and rebounded, the production enthusiasm of zinc smelters still exists, and under the influence of environmental protection and energy consumption, the power restriction is intensified, and the output of zinc smelting is expected to decline; The national zinc has been released and stored for three times, and the short-term supply of zinc in the city has increased; Gold nine silver ten, zinc market demand is expected to pick up.

Market Overview

Business analysts believe that the zinc price failed to continue its rise on September 22 and fell on September 22. The overall demand of zinc market is stable and the supply is slightly insufficient. It is expected that the zinc price will rise slowly.

Trade name: acetic acid

Latest price (September 18): 7250.00 yuan / ton

Key points of analysis: according to the bulk data monitoring of business society, the acetic acid market was sorted upward. On September 18, the average production price of acetic acid was 7250 yuan / ton, up 2.84% from the previous working day. During the maintenance of acetic acid plants of manufacturers in North China and Northwest China, the market price kept rising, the production of limited films in Shandong and Jiangsu was reduced, the enterprise inventory was tight, the market supply was tight, and the market had been stable before. Under the condition of multi factory maintenance, traders wanted to stir up, the quotation in East and South China followed up, and the holiday came. Considering the downstream stock up, There was a strong intention to support the price on the site, and the quotation of acetic acid enterprises continued to rise.

Future forecast: the supply of acetic acid in the domestic market continues to be tight, the manufacturer’s devices have not been recovered, the market supply is insufficient, and the quotation of enterprises keeps rising. Although the downstream purchase is rational, the operator’s mentality is obvious. It is expected that the future market will be strong at a high level, and the downstream transaction will be paid more attention to.

1、 Price trend

According to the bulk data list of business society, the average price of domestic phosphoric acid on September 16 was 11400 yuan / ton, an increase of 2700 yuan compared with the price of 8700 yuan / ton at the beginning of the week, an increase of 31.03% during the week and 136.68% compared with the same period last year.

2、 Market analysis

The phosphoric acid market continued to rise this week, with an increase of more than 30% within the week, and the price quickly rose to a high level. It is reported that the voltage load of raw yellow phosphorus enterprises is limited, the production capacity is reduced, and the spot tension is intensified. In addition, the relevant notice on energy consumption dual control issued by the national development and Reform Commission recently has boosted the price of raw yellow phosphorus, which has soared, and the highest price has reached 60000 yuan / ton, and one product is difficult to find. The phosphoric acid market is closely followed by the rise due to the strong support of cost. One price a day, and now the quotation of enterprises is basically more than 10000 yuan, The highest price is 18000 yuan / ton, rising to a new height, and the industry has a strong bullish mentality. At present, raw material goods are tight and the price is high, so that phosphoric acid manufacturers have to reduce production and stop production. The tight supply situation in the field continues. Phosphoric acid enterprises suspend quotation more. Watch the price trend of raw materials and hear about the purchase and sale or the need for auction. We can think of the tight supply. Therefore, the short-term phosphoric acid price is easy to rise but difficult to fall. According to the monitoring of the business community, the quotation in Jiangsu is 18000 yuan / ton, that in Hubei is 15000 yuan / ton, that in Guangzhou is about 14000 yuan / ton, that in Sichuan is 10900-18000 yuan / ton, that in Beijing is 9000 yuan / ton, and that in Fujian is 10800 yuan / ton. The price of phosphoric acid in various places has increased significantly.

Yellow phosphorus, the market price of yellow phosphorus rose this week, yellow phosphorus enterprises limited voltage load, reduced production capacity and intensified spot tension. The price of upstream phosphorus ore and coke increased, and the price of downstream phosphoric acid increased all the way. The downstream began to purchase yellow phosphorus at a high price. The acceptance of high price yellow phosphorus was high. On the whole, the market confidence was good and the upstream and downstream support was strong. It is expected that the market price of yellow phosphorus will continue to rise in the short term.

For phosphate rock, on September 16, the reference price of phosphate rock was 643.33, up 10.92% compared with September 1 (580.00). This year, the market demand for ammonium phosphate continued to improve, giving some support to the demand for phosphate rock. The supply of phosphate rock is still tight in the short term. Therefore, the phosphate rock analysts of business society believe that China’s phosphate rock market will mainly focus on high-level consolidation in the short term.

Ammonium phosphate, the current market situation of Monoammonium is poor. Although the support of raw materials is good, the terminal demand is weak and there is still inventory. The price of monoammonium phosphate is expected to operate weakly and stably in the short term. At present, the external demand for diammonium is acceptable and the domestic market is weak. It is expected that diammonium phosphate will mainly operate stably in the short term.

3、 Future forecast

According to the phosphoric acid analyst of the chemical branch of business society, the raw material price is high at present, the phosphoric acid enterprises have low operation due to the cost, the inventory is not under pressure, and the tight supply situation is difficult to recover in the short term. It is expected that the phosphoric acid price is still the main actor above, and we need to pay close attention to the trend of raw material price.