<h2 class="newsinfo_title">磷酸:9月第三周国内磷酸市场分析评述 12.09.24</h2> <p class="divH10"></p> <div class="divH20"> <ul class="newsinfo_tips fl"> <li>2012-9-24 9:04:04</li> <li>来源:中商网撰写</li> <li>作者:石化编辑</li> </ul> <!--ul class="newsinfo_tips fr"> <li>字号:</li> <li><span class="pt5"><img src="/ContentImage/ReleFiles/2011/20111213/images/btn_05.jpg" /></span></li> <li><span class="pt5"><img src="/ContentImage/ReleFiles/2011/20111213/images/btn_06.jpg" /></span></li> </ul--> </div> <div class="divH10"></div> <div class="divH25"> <ul class="newsinfo_tips02 fl cGray01"> <li><span class="newsinfo_ico"><img src="/ContentImage/ReleFiles/2011/20111213/images/ico_01.gif" /></span><a href="#">投稿</a></li> <li><span class="newsinfo_ico"><img src="/ContentImage/ReleFiles/2011/20111213/images/ico_02.gif" /></span><a href="#">打印</a></li> <li><span class="newsinfo_ico"><img src="/ContentImage/ReleFiles/2011/20111213/images/ico_03.gif" /></span><a href="#">收藏</a></li> <!-- Baidu Button BEGIN --> <div id="bdshare" class="bdshare_t bds_tools get-codes-bdshare"> <span class="bds_more">分享到:</span> <a class="bds_qzone"></a> <a class="bds_tsina"></a> <a class="bds_tqq"></a> <a class="bds_renren"></a> </div> <script type="text/javascript" id="bdshare_js" data="type=tools&uid=684790" ></script> <script type="text/javascript" id="bdshell_js"></script> <script type="text/javascript"> document.getElementById("bdshell_js").src = "http://bdimg.share.baidu.com/static/js/shell_v2.js?cdnversion=" + new Date().getHours(); </script> <!-- Baidu Button END --> </ul> </div> <div class="divH20"></div> <div class="newsinfo_introduceBox"> <table cellpadding="0" cellspacing="0" class="newsinfo_introduce"> <tr> <td> <table cellpadding="0" cellspacing="0" class="newsinfo_introduce_tab"> <tr> <td width="25" align="center"><img src="/ContentImage/ReleFiles/2011/20111213/images/ico_09.gif" /></td> <td width="60"><b>导读:</b></td> <td>磷酸 国内磷酸 磷酸市场</td> </tr> <tr> <td width="25" align="center"><img src="/ContentImage/ReleFiles/2011/20111213/images/ico_11.gif" /></td> <td width="60"><b>关键字:</b></td> <td>磷酸 国内磷酸 磷酸市场</td> </tr> </table> </td> </tr> </table> </div> <div class="divH20"></div> <div class="over_x"><p class="MsoNormal" style="margin: 0cm 0cm 0pt; text-indent: 21pt"><b style="mso-bidi-font-weight: normal"><span style="color: black; font-family: 宋体; mso-font-kerning: 0pt">本周(<span lang="EN-US">09.14-09.21</span>)</span></b><span style="color: black; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: ??; mso-hansi-font-family: ??">磷酸价格稳中上调为主,西南地区工业净水磷酸全面上调,工业净水磷酸出厂报价</span><span lang="EN-US" style="color: black; font-family: ??; mso-bidi-font-size: 10.5pt"><font face="Times New Roman">4600-4800</font></span><span style="color: black; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: ??; mso-hansi-font-family: ??">元</span><span lang="EN-US" style="color: black; font-family: ??; mso-bidi-font-size: 10.5pt"><font face="Times New Roman">/</font></span><span style="color: black; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: ??; mso-hansi-font-family: ??">吨,四川省内销售低迷外发运输紧张,贵州和云南大多发往广州地区为主,磷酸盐下游市场低迷,下游钾盐市场较好,但钾盐由于成本价格过高导致企业多为恼火。目前西南三省开工率仅四成,库存量消耗缓慢,主要销往广州地区,贸易商受资金影响囤货较少。各地贸易商等待国庆十八大会新的政策利好经济,西南地区磺磷价格上调导致磷酸企业囤货较少所以产量较为紧张,接单方面也要考虑后期电价是否调整而定。山东、河南、江苏、湖北、上海等重点地区的价格随着市场价格上调</span><span lang="EN-US" style="color: black; font-family: ??; mso-bidi-font-size: 10.5pt"><font face="Times New Roman">100-200</font></span><span style="color: black; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: ??; mso-hansi-font-family: ??">元</span><span lang="EN-US" style="color: black; font-family: ??; mso-bidi-font-size: 10.5pt"><font face="Times New Roman">/</font></span><span style="color: black; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: ??; mso-hansi-font-family: ??">吨后成交状况略微让人担心,虽然受原料价格影响导致报价偏高,但随着气温逐渐转凉,磷化液和电镀用户开始减少,部分地区成交价格私下都在调整。</span><span lang="EN-US" style="color: black; font-family: ??; mso-bidi-font-size: 10.5pt"><o:p></o:p></span></p> <p class="MsoNormal" style="margin: 0cm 0cm 0pt; text-indent: 21pt"><span style="color: black; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt">国内各磷酸主流产区价格如下:<span lang="EN-US"><o:p></o:p></span></span></p> <p class="MsoNormal" style="margin: 0cm 0cm 0pt; text-indent: 21pt"><span style="color: black; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt">西南地区:<span lang="EN-US">85%</span>工业磷酸价格小幅上涨,<span lang="EN-US">85%</span>工业磷酸净水出厂报价<span lang="EN-US">4500-4800</span>元<span lang="EN-US">/</span>吨,</span><span style="color: black; font-family: 宋体; mso-bidi-font-size: 10.5pt">走货缓慢省内自耗为主,下游少量采购无法拉动市场的真正提升,贵州限电加之云南和四川的运输困难造成价格持续上涨,大多厂家销售情况都紧张,所以未来市场价格能否上涨主要看云南限电情况和市场的需求。整体西南市场库存<span lang="EN-US">22</span>多万吨库存,目前以应用磷酸盐生产和出口为主。今年下游磷酸盐市场更加难过,企业们竞争激烈,看来应该借前车之鉴避免以后的热销产品再出现恶性竞争被原料上涨,下游观望的态势夹在中间。本周前期订单完成较好,贵州地区由于化肥今年市场行情低迷,所以净化酸库存量充裕,工业净水出厂报价<span lang="EN-US">4500-4600</span>元<span lang="EN-US">/</span>吨,外发到江苏,上海,广州,广西地区。食品酸出口价格稳定在<span lang="EN-US">$850-880/</span>吨,国际磷酸价格跟国内市场一样上涨。</span><span lang="EN-US" style="color: black; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt"> <o:p></o:p></span></p> <p class="MsoNormal" style="margin: 0cm 0cm 0pt; text-indent: 21pt"><span style="color: black; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt">华中地区:<span lang="EN-US">85%</span>工业磷酸净水出厂报价<span lang="EN-US">4700-5200</span>元<span lang="EN-US">/</span>吨,</span><span style="color: black; font-family: 宋体; mso-bidi-font-size: 10.5pt">生产企业接单情况相对低迷,受江浙需求影响,下游生产企业有停车观望为主,部分磷酸企业自用生产磷酸盐,但磷酸盐市场也不堪入目,销售着实让企业头疼。湖北地区价格略低,由于运输问题部份江,浙,沪的贸易商都在销售湖北酸,但少量的采购支撑不了市场后期价格,只有原料价格和真正需求的上涨才会推助成交价格落实。湖北省内食品酸净水成交价<span lang="EN-US">4900-5200</span>元<span lang="EN-US">/</span>吨。河南地区工业磷酸出厂价格<span lang="EN-US">4900-5200</span>元<span lang="EN-US">/</span>吨,无票实际成交有<span lang="EN-US">4700</span>元<span lang="EN-US">/</span>吨,针对于东北,河北,山东市场,下游厂家开工率低,焦磷酸钠,五钠,六偏库存量小。</span><span lang="EN-US" style="color: black; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt"><o:p></o:p></span></p> <p class="MsoNormal" style="margin: 0cm 0cm 0pt; text-indent: 21pt"><span style="color: black; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt">华南地区:<span lang="EN-US">85%</span>工业磷酸净水出厂报价<span lang="EN-US">4800-5300</span>元<span lang="EN-US">/</span>吨,</span><span style="color: black; font-family: 宋体; mso-bidi-font-size: 10.5pt">下游采购客户低迷,库存量大,主要采购地区以珠江三角洲地区电镀企业为主,广州省内贸易商库存压力大。广西地区以出口食品酸为主,成交价格在<span lang="EN-US">$850-880/</span>吨居多,近期外贸市场好转,省内食品酸净水出厂报价<span lang="EN-US">4800-5200</span>元<span lang="EN-US">/</span>吨,榨糖季节即将来临,未来糖厂将是内需市场价格上涨的动力,但今年糖厂库存压力大,糖出现滞销下调局面,所以食品酸内销市场最好还是看食品磷酸盐,添加剂市场。广州地区贸易商大多以工业包装磷酸为主,包装出厂价格<span lang="EN-US">5700-5900</span>元<span lang="EN-US">/</span>吨为主,食品酸磺埔港<span lang="EN-US">FOB$860-890/</span>吨,走货一般,省内主销云贵酸供应电镀企业。</span><span lang="EN-US" style="color: black; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt"><o:p></o:p></span></p> <p class="MsoNormal" style="margin: 0cm 0cm 0pt; text-indent: 21pt"><span style="color: black; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt">华东地区:</span><span lang="EN-US" style="color: black; font-family: 宋体; mso-bidi-font-size: 10.5pt">85%</span><span style="color: black; font-family: 宋体; mso-bidi-font-size: 10.5pt">工业磷酸净水出厂报价<span lang="EN-US">4700-5200</span>元<span lang="EN-US">/</span>吨,下游市场相对较好,市场货源充足,下游贸易商采购低迷,由于华中酸价格滞涨导致华东地区价格上涨动力不足,本地大企业也报稳来争取订单量。江浙地区的限电以及原料价格促涨的高价磷酸让下游客户却不买账,观望或少量采购等待节后的市场。目前亚磷酸和三化,草柑膦企业的开工情况也不是甚好,近期江苏地区亚磷酸走货也下降,市场价格高报低开,上海港<span lang="EN-US">7400-7600</span>元<span lang="EN-US">/</span>吨,五氧化二磷出厂报价<span lang="EN-US">10200</span>元<span lang="EN-US">/</span>吨,市场开工率<span lang="EN-US">2-3</span>成。<span lang="EN-US"><o:p></o:p></span></span></p> <p class="MsoNormal" style="margin: 0cm 0cm 0pt; text-indent: 21pt"><span style="color: black; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt">华北地区:<span lang="EN-US">85%</span>工业磷酸净水出厂报价<span lang="EN-US">5000-5200</span>元<span lang="EN-US">/</span>吨。个别企业停产检修,前期库存较多,低端成交有<span lang="EN-US">100</span>元<span lang="EN-US">/</span>吨的调整幅度,省内下游采购观望居多,大多企业资金链紧张以及面对高位价格担心膨胀,外省工业包装到站价格<span lang="EN-US">5700-5800</span>元<span lang="EN-US">/</span>吨,近期到站量较少,港口磷酸盐库存较多,食品酸<span lang="EN-US">FOB</span>天津港<span lang="EN-US">$870-900/</span>吨。<span lang="EN-US"><o:p></o:p></span></span></p> <p><span style="font-size: 10.5pt; color: black; font-family: 宋体; mso-bidi-font-family: 'Times New Roman'; mso-ansi-language: EN-US; mso-fareast-language: ZH-CN; mso-bidi-language: AR-SA">后市分析:<span style="mso-font-kerning: 1.0pt">预计国庆期间价格将继续稳中上扬,部分企业会利用此机会把价格上调上去,这样国庆以后跳水也会有个时间差,但下滑价格不会明显,高报低开,因为企业会借原料价格和电价来说事,这样等西南三省枯水期来临,高端报价将会落实。<span lang="EN-US">10</span>月是每年最好的一个月,巨大的经济危机是否过去,是否让这次价格的速涨变成泡沫,那么就要看节后有何政策因素支撑。<span lang="EN-US">QE3</span>出台以后货币汇率反击战可以看出,从经济危机以来我国一直站在拉动外需的焦点国,中国的企业将面临巨大的压力,所以我们现在要清醒的认识市场的整体发展方向,</span></span><span style="font-size: 10.5pt; font-family: 宋体; mso-bidi-font-family: 'Times New Roman'; mso-font-kerning: 1.0pt; mso-ansi-language: EN-US; mso-fareast-language: ZH-CN; mso-bidi-language: AR-SA">西方国家以全球经济失衡对我施加压力,迫使我国少生产、少积累、减外需,其目的在于要中国承担更多国际责任,掩盖其超发美元,转嫁通胀成本的意图,所以从总体上看中国未来出口的下行压力依然很大。(<span style="color: red">今年越南由于电原因磺磷停产量减少,目前显示已经有很多欧美客户转向中国采购磺磷,预计<span lang="EN-US">11</span>月<span lang="EN-US">-12</span>月开始国内磺磷去库存将好转哈,价格会上升落实。</span>)</span></p> <p> </p> </div> <div class="divH20"></div> <div class="pT25 t-r f14 cGray01">(责任编辑:01080)</div> <div class="divH20"></div>