Hydral calcium market in May, as in the weather at this time, a wave of heat over a wave, the recent manufacturers' quotations have been continuously raised, this week's Sichuan manufacturers' quotations have been raised to 1950-2000 yuan / ton, Yunnan manufacturers' quotations have been raised to 1850-1900 yuan / ton, compared with March, the last two months of the increase in the range of about 200 yuan per ton. Recently, the profit of breeding is sluggish, the price of pigs has fallen below 10 yuan, and most of the meat and poultry are in the loss zone, and the demand side is not good. However, this year, the pig inventory maintained a recovery momentum, the supply of factories in Yunnan area for maintenance, the price of raw material sulfuric acid and phosphate ore rose continuously, the supply was tight, the cost side was supported, and the hydrocalcium market rose with strength.
Raw material prices have risen continuously
Since the middle of December 2020, mining enterprises in Hubei, Sichuan and other places have stopped mining, and the market has digested the previous inventory. Hubei region is the main production area, phosphate ore production accounts for 40%-45% of the total domestic output, and enterprises in the province have basically stopped mining from December 2020 to March this year. After the Qingming Festival, Guizhou, Guangxi, Hebei and other production areas have significantly increased the ex-factory price of phosphate ore. At present, the price of phosphate ore has risen to 500 yuan / ton, running at a high level. Recently, Hubei and Sichuan enterprises have resumed mining, but the progress of re-mining is slow, the market inventory is low, and the foreign epidemic is raging, the sea freight is high, which is not conducive to the production of foreign production enterprises, the import volume is limited, and the domestic phosphate ore market in the first half of the year may still maintain a tight supply situation.
At present, the price of sulfuric acid has risen to the highest in the past 5 years, the market quotation is nearly 600 yuan / ton, the sulfur price is high, supporting the cost of sulfuric acid, the spring fertilizer period, the demand for acid in downstream enterprises increases, and the supply contraction is affected by maintenance, including the rotational maintenance of Jinchuan sulfuric acid plant, resulting in tight sulfuric acid supply in Sichuan, and the high level of sulfuric acid market in Yunnan due to tight supply of factory maintenance.
The supply of hydrocalcium in the market is tight
In April, the number of breeding sows increased by 1.1% month-on-month, continuous growth, the sluggish breeding profits are not conducive to pig replenishment, but in the environment of continuous recovery of production capacity, there is room for upward mobility in feed production in May and June, and the recent hydral calcium manufacturers signed a good order, while the raw material price is high, the maintenance period is coming, the factory operating rate is low, the supply is tight, supported by favorable factors, and the calcium phosphate market is stable and strong.