China Business Intelligence Network News: From January to February 2024, the domestic phosphate rock market as a whole showed a trend of rising first and then declining; yellow phosphorus prices rose, and the overall yellow phosphorus market trading situation was acceptable; phosphoric acid prices fell first and then rose.
1. Monthly data of phosphorus chemical industry
(1) Market data of upstream materials of phosphorus chemical industry from January to February
1. Phosphate rock
Domestic phosphate rock market from January to February: From January to February, the domestic phosphate rock market as a whole showed a trend of first rising and then declining. Among them, in January, the domestic phosphate rock market as a whole showed a trend of first rising and then stabilizing, and the average reference price of 30% grade phosphate rock was around 1056 yuan/ton. In February, the domestic phosphate rock market as a whole showed a slight decline, and the average reference price of 30% grade phosphate rock was around 1052 yuan/ton, compared with February 1, the basic price was reduced by 4 yuan/ton, a decrease of 0.38%.
Data source: China National Chemical Information Center, compiled by China Business Industry Research Institute
2. Yellow phosphorus
From January to February, the domestic yellow phosphorus market: the price of yellow phosphorus market rose, and the overall yellow phosphorus market trading situation was acceptable. In January, the price of yellow phosphorus was raised, the average price of yellow phosphorus at the beginning of the month was 22962.67 yuan/ton, and the average price at the end of the month was 23929.33 yuan/ton, and the price was increased by 4.21% in the month. In February, the market price of yellow phosphorus rose, the average price of yellow phosphorus at the beginning of the month was 23929.33 yuan/ton, and the average price at the end of the month was 24326.67 yuan/ton, and the price was increased by 1.66% in the month.
Data source: China National Chemical Information Center, compiled by China Business Industry Research Institute
3. Phosphoric acid
Domestic phosphoric acid market from January to February: In January, the price of phosphoric acid market fell first and then rose, and the domestic phosphoric acid price was 6456 yuan/ton. In terms of thermal phosphoric acid, the average reference price of 85% thermal phosphoric acid in China was 6580 yuan/ton on January 1, and the average reference price of 85% thermal phosphoric acid in China was 6430 yuan/ton on January 29, down 2.28%;
In February, the market price of phosphoric acid fluctuated and rose, and the domestic price of phosphoric acid was 6442 yuan/ton. In terms of thermal phosphoric acid, the average reference price of 85% thermal phosphoric acid in China was 6430 yuan/ton on February 1, and the average reference price of 85% thermal phosphoric acid in China was 6540 yuan/ton on February 27, an increase of 1.71%;
(2) Output data of phosphorus chemical products from January to February
1. Phosphate fertilizer
Phosphate fertilizer is the largest terminal demand in the downstream of phosphorus chemical industry, and the demand is maintained at a stable level of rigid demand.
Domestic phosphate fertilizer production data from January to February: From January to February, the domestic monoammonium phosphate output was about 1.6328 million tons, of which the domestic monoammonium phosphate output in January was about 878,100 tons, down 11.33% month-on-month and 10.73% year-on-year, and the domestic monoammonium phosphate output in February was about 754,700 tons, down 14.05% month-on-month and 16.66% year-on-year.
From January to February, the domestic diammonium phosphate output was about 2.34 million tons, of which the domestic diammonium phosphate monthly output in January was about 1.19 million tons, up 4.94% month-on-month and 16.67% year-on-year, and the domestic diammonium phosphate monthly output in February was about 1.15 million tons, down 3.36% month-on-month and up 6.48% year-on-year.
Data source: China Agricultural Materials Circulation Association, China Business Industry Research Institute
2. Phosphorus-containing pesticides
Domestic phosphorus-containing pesticide price data from January to February: in January, the price of glyphosate was about 25,900 yuan/ton, down 0.7% year-on-year, and the weighted average transaction price decreased by 3.4% month-on-month and 46.88% year-on-year; in February, the price of glyphosate was about 25,700 yuan/ton, and the weighted average transaction price increased by 4.69% month-on-month and decreased by 39.23% year-on-year.
3. Phosphorus-based new energy materials
With the improvement of technology and the improvement of energy density, the strong growth of the demand for lithium iron phosphate batteries with higher safety and longer cycle life has driven the price of lithium iron phosphate to rise, and at the same time, it has also led to a surge in the demand for upstream raw materials, especially the demand for phosphate rock in the field of new energy.
From January to February, the output data of domestic phosphorus-based new energy materials: in January, lithium iron phosphate materials did not enter the off-season with the lithium battery market, the top five orders came from different sources, and each base increased or decreased from each other, and the waist manufacturers started steadily, and the total output of the country increased, with an output of 125,700 tons, an increase of 8.08% from the previous month. In February, the output of lithium iron phosphate declined, but it still increased year-on-year, reaching 80,600 tons, down 19% month-on-month and 13% year-on-year, and in terms of iron phosphate, the output of iron phosphate in February was 59,600 tons, down 21% month-on-month and 14% year-on-year.
4. Lithium iron phosphate battery
In terms of batteries, from January to February, the cumulative output of lithium iron phosphate batteries was 71GWh, accounting for 65.3% of the total output, a year-on-year increase of 24.8%, and the cumulative installed volume was 30.7GWh, accounting for 61.1% of the total installed volume, a cumulative year-on-year increase of 18.6%.
Among them, in January, the output of lithium iron phosphate batteries was 42.4GWh, accounting for 65.0% of the total output, a year-on-year increase of 60.7%, a month-on-month decrease of 19.2%, the loading volume was 19.7GWh, accounting for 60.9% of the total loading, a year-on-year increase of 84.2%, a month-on-month decrease of 37.1%, in February, the output of lithium iron phosphate batteries was 28.6GWh, accounting for 65.7% of the total output, a year-on-year decrease of 6.2%, a month-on-month decrease of 32.4%, and the loading volume was 11.0GWh, accounting for 61.3% of the total loading volume , down 27.5% year-on-year and 44.1% month-on-month.
Data source: China Automotive Power Battery Industry Innovation Alliance and China Commercial Industry Research Institute
(3) Export data of phosphorus chemical products from January to February
Domestic phosphate fertilizer exports from January to February: From January to February, the cumulative export volume of domestic monoammonium phosphate was 90,000 tons, with a cumulative amount of 495 million yuan. Among them, the domestic export volume of monoammonium phosphate in January was 80,000 tons, and the export volume in February was 10,000 tons.
From January to February, the cumulative export volume of domestic diammonium phosphate was 120,000 tons, with a cumulative amount of 424 million yuan. Thereinto. In January, the domestic diammonium phosphate export volume was 110,000 tons, and the export volume in February was 10,000 tons.
Data source: General Administration of Customs of China and China Commercial Industry Research Institute
For more information, please refer to the "Research Report on Market Prospects and Investment Opportunities of China's Phosphorus Chemical Industry" released by the China Commercial Industry Research Institute, and the China Commercial Industry Research Institute also provides industrial big data, industrial intelligence, industry research reports, industry white papers, industry status certificates, feasibility study reports, industrial planning, industrial chain investment map, industrial investment guidelines, industrial chain investment investigation & promotion meeting, "15th Five-Year Plan" and other consulting services.