Hauv 2023, lub khw muag khoom daj phosphorus hauv tsev tau poob ua ntej thiab tom qab ntawd tau nce, thiab tus nqi muag khoom yog qhov siab tshaj plaws hauv tsib lub xyoos dhau los, nrog tus nqi nruab nrab ntawm 25,158 yuan / ton txij Lub Ib Hlis mus txog Lub Cuaj Hli, nqis 25.31% piv nrog xyoo tas los. (33,682 yuan/ton); Qhov qis tshaj plaws ntawm lub xyoo yog 18,500 yuan / tuj nyob rau nruab nrab lub Tsib Hlis, thiab qhov siab tshaj plaws yog 31,500 yuan / ton thaum lub Ib Hlis.

Los ntawm Lub Ib Hlis Ntuj mus rau Lub Cuaj Hli, tus nqi lag luam ntawm daj phosphorus yog tsav los ntawm kev hloov pauv tas li ntawm tus nqi logic thiab cov khoom siv thiab kev xav tau. Piv nrog rau tib lub sijhawm xyoo 2022, tus nqi thiab kev xav tau ntawm cov phosphorus daj yog ob qho tib si tsis zoo thiab tsis zoo, tus nqi ntawm cov phosphorus daj tau poob, thiab cov nyiaj tau los tau txo qis heev. Tshwj xeeb, tus nqi ntawm daj phosphorus nyob rau hauv thawj ib nrab ntawm lub xyoo los ntawm Lub ib hlis ntuj mus rau nruab nrab-Lub Tsib Hlis feem ntau poob; Nyob rau hauv thawj ib nrab ntawm lub xyoo, lub domestic kev lag luam muaj kev nyuaj siab, ib co downstream tuam txhab uas muag muaj siab inventory, cov lag luam yog bearish, lub siab nyiam rau daj phosphorus procurement tsis siab, thiab cov rov qab ntawm daj phosphorus lag luam yog ho sai dua li rov qab. kev thov, muaj ib lub xeev ntawm oversupply, daj phosphorus manufacturers nyob rau hauv siab, thiab kev lag luam cov khoom muag yog maj mam nce. Superimposed raw khoom phosphate ore, coke, graphite electrodes thiab lwm yam nqi poob, nkag mus rau lub sij hawm ntub dej tom qab hluav taws xob tus nqi txiav, tus nqi ntawm tus nqi tsis zoo sib tham, uas ua rau cov daj phosphorus tus nqi tsom mus txuas ntxiv mus, kev lag luam cov nyiaj tau los txo qis. . Thaum kawg ntawm lub Tsib Hlis, tus nqi poob qis thiab pib maj mam rov qab los, feem ntau vim tias tus nqi ntawm cov phosphorus daj txuas ntxiv poob qis, qee cov lag luam raug nqi upside down, xaiv kom tsis txhob ntau lawm thiab txo cov khoom, cov phosphorus daj tau txo qis. , tsav tsheb cov khoom lag luam noj cov khoom lag luam daj phosphorus, thiab cov lag luam nce kev ntseeg siab ntawm tus nqi. Tus nqi sab kuj tau poob qis thiab ruaj khov, qee cov khoom siv raw muaj qhov sib txawv, tus nqi sab nraud tau nce kev txhawb nqa, qee qhov kev thov txawv teb chaws xws li glyphosate tau nce, cov nyiaj tau los ntawm cov lag luam loj, qhov pib load yog siab. , thiab qhov kev thov rau cov khoom lag luam daj phosphorus ruaj khov, ua rau cov khoom lag luam daj phosphorus nyob rau hauv lub xeev nruj ntawm cov khoom, thiab tus nqi tau tig mus ntxiv. Nrog rau kev nce qib ntawm cov lag luam, cov khoom muag daj phosphorus tseem nce ntxiv, cov khoom lag luam daj phosphorus tam sim no txaus, qhov kev xav tau qis qis qis, oversupply ua rau cov nqi siab yog qhov nyuaj rau kev tswj hwm, nws yog qhov nyuaj kom nce siab hauv lub sijhawm luv.

Cov laj thawj tseem ceeb ntawm kev lag luam daj phosphorus thaum Lub Ib Hlis Ntuj txog Lub Cuaj Hli yog: kev ua si nquag ntawm cov dej ntws thiab cov dej ntws los ntawm qhov tsis txaus ntawm cov khoom siv thiab kev xav tau, nce nqi ntawm cov khoom siv raw, thiab cov kev hloov hauv txoj cai.

Nws cia siab tias tus nqi ntawm cov khoom lag luam daj phosphorus nyob rau lub quarter thib plaub yuav hloov pauv mus ntxiv, thiab thaum Lub Kaum Hli, cov tuam txhab phosphorus daj yuav tos thiab pom kev lag luam, tab sis qhov kev thov tsis muaj zog, lossis tseem muaj peev xwm poob qis. Kev faib hluav taws xob tom ntej hauv Yunnan tseem xav tias yuav nce ntxiv, thiab cov nqi hluav taws xob hauv lub caij qhuav yuav nce, thiab tus nqi yuav txhawb nqa cov khoom lag luam daj phosphorus. Cov kev xav tau txuas ntxiv tsis muaj zog, thiab cov khoom lag luam hauv qab phosphoric acid, phosphorus trichloride thiab glyphosate yog txias, thiab tsis muaj kev txhawb nqa zoo rau kev thov.