<h1>氢钙5月评:本月DCP市场价格上涨</h1> <div class="v2_comtent_info01"> <span>2021-5-31 16:33:21</span>来源:<span>中商网撰写</span>作者:<span>刘冰</span> </div> <div class="v2_comtent_info02"><a title="投稿" class="v2_content_ico01">投稿</a><a title="打印" class="v2_content_ico02">打印</a><a title="收藏" class="v2_content_ico03">收藏</a> <!-- Baidu Button BEGIN --> <div class="bdsharebuttonbox"> <a class="bds_more" data-cmd="more">分享到:</a> <a title="分享到QQ空间" class="bds_qzone" href="#" data-cmd="qzone"></a> <a title="分享到新浪微博" class="bds_tsina" href="#" data-cmd="tsina"></a> <a title="分享到腾讯微博" class="bds_tqq" href="#" data-cmd="tqq"></a> <a title="分享到微信" class="bds_weixin" href="#" data-cmd="weixin"></a> <a title="分享到人人网" class="bds_renren" href="#" data-cmd="renren"></a></div> </div> <script>window._bd_share_config={"common":{"bdSnsKey":{},"bdText":"","bdMini":"2","bdMiniList":false,"bdPic":"","bdStyle":"0","bdSize":"16"},"share":{}};with(document)0[(getElementsByTagName('head')[0]||body).appendChild(createElement('script')).src='http://bdimg.share.baidu.com/static/api/js/share.js?v=89860593.js?cdnversion='+~(-new Date()/36e5)];</script> <!-- Baidu Button END --> <div class="v2_comtent_info03"> <ul> <li><b class="v2_content_ico04">导读:</b></li> <li>本月DCP市场价格上涨</li> </ul> <ul> <li><b class="v2_content_ico05">关键字:</b></li> <li>氢钙 市场 评述</li> </ul> <div class="clear_hu"></div> </div> <div class="over_x"><p>中 商 网 讯</p> <p> </p> <p style="line-height: 150%; text-indent: 24.1pt"><span style="line-height: 150%; color: #191919; font-size: 10.5pt; mso-bidi-font-family: Arial"><font face="宋体"><span lang="EN-US"><o:p></o:p></span></font></span></p> <p> </p> <p style="line-height: 150%; text-indent: 21pt; mso-char-indent-count: 2.0"><span style="line-height: 150%; font-size: 10.5pt"><font face="宋体">本月<span lang="EN-US">DCP</span><b>市场</b>价格上涨。价格上涨原因分析:第一,原料硫酸价格上涨,且供应紧缺<span lang="EN-US">;</span>第二,市场产能、产量不足,部分企业装置持续低负荷生产,交货紧张。本月<span lang="EN-US">DCP</span>市场行情运行呈现出如下特征:第一,原料价格持续上涨,<span lang="EN-US">DCP</span>企业生产成本压力较大<span lang="EN-US">;</span>第二,因硫酸紧缺以及云南地区<span lang="EN-US">“</span>限电<span lang="EN-US">”</span>政策影响,云南主产区多数企业装置开工受限,部分暂停生产,部分持续低负荷生产,产能产量不足,企业发运前期预收订单为主,交货较为紧张<span lang="EN-US">;</span>第三,原料成本高支撑,加之场内供应量有限,磷酸<b>氢钙</b>市场价格不断上行,据跟踪统计,本月云南主产区<span lang="EN-US">DCP</span>涨幅约<span lang="EN-US">200-250</span>元<span lang="EN-US">/</span>吨,四川产区涨幅约<span lang="EN-US">400</span>元<span lang="EN-US">/</span>吨,湖北地区涨幅约<span lang="EN-US">350</span>元<span lang="EN-US">/</span>吨<span lang="EN-US">;</span>第四,<span lang="EN-US">DCP</span>市场价格上涨至高位运行,场内交投较为谨慎,一方面,<span lang="EN-US">DCP</span>企业因生产成本较高,签单谨慎,另一方面,下游对于市场高价拿货谨慎。<span lang="EN-US"><o:p></o:p></span></font></span></p> <p style="line-height: 150%; text-indent: 21pt; mso-char-indent-count: 2.0"><span style="line-height: 150%; font-size: 10.5pt"><font face="宋体">价格方面:本月国内<span lang="EN-US">17%</span>粉状饲料级磷酸氢钙市场均价在<span lang="EN-US">1906</span>元<span lang="EN-US">/</span>吨,环比上涨<span lang="EN-US">8.60%</span>。云南主产区涨幅约<span lang="EN-US">200-250</span>元<span lang="EN-US">/</span>吨,四川产区涨幅约<span lang="EN-US">400</span>元<span lang="EN-US">/</span>吨,湖北地区涨幅约<span lang="EN-US">350</span>元<span lang="EN-US">/</span>吨。截止目前,云南主产区因硫酸货紧价高,多数企业持续停签停报,个别参考出厂报价上涨至<span lang="EN-US">2050-2100</span>元<span lang="EN-US">/</span>吨。四川产区主流出厂报价上涨至<span lang="EN-US">2300</span>元<span lang="EN-US">/</span>吨左右,主流成交价格至<span lang="EN-US">2200</span>元<span lang="EN-US">/</span>吨左右,湖北地区主流出厂报价上涨至<span lang="EN-US">2200</span>元<span lang="EN-US">/</span>吨左右,主流成交价格至<span lang="EN-US">2200</span>元<span lang="EN-US">/</span>吨左右。贵州地区参考出厂报价至<span lang="EN-US">2100</span>元<span lang="EN-US">/</span>吨,赤峰川联参考出厂报价至<span lang="EN-US">2100</span>元<span lang="EN-US">/</span>吨。价格上涨原因分析:第一,原料硫酸价格不断上涨,企业生产成本持续加压<span lang="EN-US">;</span>第二,硫酸供应紧缺及云南地区<span lang="EN-US">“</span>限电<span lang="EN-US">”</span>政策影响,<span lang="EN-US">DCP</span>市场产能产量开工不足,企业交货紧张<span lang="EN-US">;</span>第三,贸易商出货表现较好,市场货源流通加速。<span lang="EN-US"><o:p></o:p></span></font></span></p> <p style="line-height: 150%; text-indent: 21pt; mso-char-indent-count: 2.0"><span style="line-height: 150%; font-size: 10.5pt"><font face="宋体">供应方面:本月国内<span lang="EN-US">DCP</span>产量预计<span lang="EN-US">17.73</span>万吨,较上月产量增加,开工率同步提升,但<span lang="EN-US">DCP</span>整体市场产能产量开工依然表现不足。本月<span lang="EN-US">DCP</span>市场整体开工率约<span lang="EN-US">39.22%</span>,多数企业装置并未开满,部分装置持续低负荷运行或暂停生产。分析原因:第一,原料硫酸紧缺<span lang="EN-US">;</span>第二,云南地区<span lang="EN-US">“</span>限电<span lang="EN-US">”</span>政策影响<span lang="EN-US">;</span>第三,环保因素。截止目前,场内装置停车企业有:富民世翔、云南新龙、昆明云盘山、四川盘龙、绵竹三佳、四川汉源、湖北楚襄、贵州利丰达。云南立隆、四川金鸿、山东利丰达装置持续处于停车状态。<span lang="EN-US"><o:p></o:p></span></font></span></p> <p style="line-height: 150%; text-indent: 21pt; mso-char-indent-count: 2.0"><span style="line-height: 150%; font-size: 10.5pt"><font face="宋体">需求方面:本月<span lang="EN-US">DCP</span>市场价格不断上涨,下游采购较为谨慎,按需拿货为主,对于前期已签订单接货积极性较高。<span lang="EN-US"><o:p></o:p></span></font></span></p> <p style="line-height: 150%; text-indent: 21pt; mso-char-indent-count: 2.0"><span style="line-height: 150%; font-size: 10.5pt"><font face="宋体">成本方面:本月云南地区<span lang="EN-US">98%</span>硫酸接货价格上涨约<span lang="EN-US">70</span>元<span lang="EN-US">/</span>吨,四川地区<span lang="EN-US">98%</span>硫酸接货价格上涨约<span lang="EN-US">105</span>元<span lang="EN-US">/</span>吨,截止目前,云南地区<span lang="EN-US">98%</span>硫酸接货价格上涨至<span lang="EN-US">600</span>元<span lang="EN-US">/</span>吨左右,四川地区<span lang="EN-US">98%</span>硫酸主流到厂价上涨至<span lang="EN-US">540-650</span>元<span lang="EN-US">/</span>吨。理论上,目前云南地区企业生产成本约在<span lang="EN-US">1920</span>元<span lang="EN-US">/</span>吨,四川地区企业生产成本约在<span lang="EN-US">2014</span>元<span lang="EN-US">/</span>吨。<span lang="EN-US"><o:p></o:p></span></font></span></p> <p style="line-height: 150%; text-indent: 21pt; mso-char-indent-count: 2.0"><span style="line-height: 150%; font-size: 10.5pt"><font face="宋体">利润方面:本月<span lang="EN-US">DCP</span>市场成本与价格同向增长,但盈利情况依然表现不佳。每次价格上涨之后,短时市场高价新单成交量并不多,企业多以执行前期订单为主,而随着原料持续上涨,在生产成本不断加压下,企业执行前期订单基本毫无利润可言甚至出现亏损情况。理论上,目前云南主产区生产毛利润约<span lang="EN-US">30</span>元<span lang="EN-US">/</span>吨,四川地区生产毛利润约<span lang="EN-US">186</span>元<span lang="EN-US">/</span>吨。<span lang="EN-US"><o:p></o:p></span></font></span></p> <p style="line-height: 150%; text-indent: 21pt; mso-char-indent-count: 2.0"><span style="line-height: 150%; font-size: 10.5pt"><font face="宋体">后市预测:预计短期内原料硫酸依然货紧价高,成本面高支持下,加之产能产量有限,磷酸氢钙市场价格行情仍有上行可能。具体行情走势仍需关注后期原料硫酸价格及场内供应情况。<span lang="EN-US"><o:p></o:p></span></font></span></p> <p> </p> <p>(关键字:氢钙 市场 评述)</p></div> <div class="v2_comtent_info04">(责任编辑:01180)</div>