At the beginning of last month, CCTV exposed the pollution problem of phosphorus chemical industry, which led to a sharp rise in yellow phosphorus and led to a rise in organic phosphorus, becoming a rare rising category in the off-season market.However, in the off-season, the market starts to repair, and the price tends to be rational. The inventory and production conditions determine the game results of upstream and downstream, and the market is in a wait-and-see mood.Glyphosate active ingredient rose sharply this week, but the price of insecticide and fungicide active ingredient products was depressed, the demand of seasonal products decreased in the off-season, and also fell from the high, and the overall index was back.

Yellow phosphorus price jumped 2200 yuan/ton

On July 3, "focus interview" exposed the pollution problem of yellow phosphorus by "fixing the chronic disease is difficult to fix". The xiaobian predicted that the price of yellow phosphorus would fluctuate significantly, and the arrival of the environmental protection group would make the supply of goods very tight.As of press time, most of the factories in production still do not offer prices, and the quotation of some suppliers is increased to 20,000-21000 yuan/ton for reference.From the specific performance of the price, the majority of enterprises are still unable to quote, on the one hand, the main supply of early orders, spot less, in short supply;On the other hand, the existence of individual factories to sell, sealed to rise.From the actual information of a small number of transactions, the price between 17,500 yuan and 19,500 yuan/ton there are a small number of goods transactions, among which, the lower price is based on early order or old customer orders, the source of goods is difficult to find, the high-end price to new order a small number of goods.

As the electricity consumption per ton of yellow phosphorus is about 15,000 degrees, the electricity price has a great impact on the cost of yellow phosphorus, and the supply of yellow phosphorus presents a seasonal cycle.Southwest region is given priority to with water and electricity, six to nine months in the same period, lower cost of hydropower, enterprise production and starts to increase, seasonal increase, yellow phosphorus supply boiler stop before prices continue to fall, so companies and downstream inventory is low, region of guizhou yellow phosphorus enterprises is expected to boiler stop time in about 30 to 50 days, mabian region in sichuan and production time to be determined, source supply is tight, may occur late market prices are expected to continue to rise.

Herbicide

Although the supply of selective herbicide varieties is tight, there is basically no demand at the end of the season, and the market enters the low season.Affected by the sharp rise of yellow phosphorus, glyphosate active compound increased sharply this week, which led to the rise of the index. The price index of the herbicide active compound of China agricultural lihua was released on July 14, 2019, which was 100.70 points, up 3.02% compared with the previous month.

Compared with last year

Rising: phenyloxoxanone active ingredient, oxoxanone active ingredient, dimethyl tetrachloride sodium salt, fluramine active ingredient, refined quinulin active ingredient, isooctyl chlorofluoropyloxide active ingredient, oxoxanone active ingredient, oxoxanone active ingredient, oxoxanone active ingredient, niacinon active ingredient, ethoxyflurane active ingredient

Flat: enhedyl mother drug, atrazine net wettable powder,Glyphosate and so on

Other herbicides fell

From last week

Decline: 2, 4-d active compound, atrazine active compound, etc

The other herbicides were mainly stable