Mysteel Weekly Report Ferrophosphorus manufacturers price game The iron and lithium market is weak a

Mondo Finance Updated on 2024-01-30

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This week, the ammonium market maintained a tidying operation. Downstream procurement and on-demand procurement, upstream and downstream game stalemate, supported by upstream costs, the ammonium market is deadlocked, on the whole, the ammonium market has no good signal;The iron phosphate market is running weakly, affected by cost pressure, the current market game is strong, manufacturers are under pressure, and some ferrophosphate manufacturers have adjusted prices appropriately in the near future, and the downstream demand is weak, and the willingness to receive orders is weakIron-lithium ** fell in a narrow range. At this stage, iron-lithium manufacturers produce on demand according to the order situation, mainly supply contract customers, the market remains low, and some iron-lithium manufacturers suspend external productionThe upstream lithium carbonate is operating under pressure, the cost side support is insufficient, and the lithium iron phosphate will maintain a weak operation in the short term, and the first benefit is not obvious.

Note: Acceptance of industrial-grade monoammonium phosphate** to the factory tax included as a reference (yuan ton);Iron phosphate** acceptance to the factory tax included as a reference (yuan tons);Lithium iron phosphate power type** acceptance to the factory tax included as a reference (yuan tons);Lithium iron phosphate energy storage type ** acceptance to the factory tax included as a reference (yuan ton).

Hot Spots

1.Pay attention to the demand for lithium iron phosphate in the energy storage and power markets.

2.Pay attention to the fluctuation of lithium iron phosphate processing fees and raw material lithium carbonate.

2.1**Analysis

This week, the lithium iron phosphate market is mainly weak. On the raw material side, lithium salt** continued its downward trend, and lithium carbonate** decreased slightly compared with beforeIron-lithium manufacturers mainly reduce production, produce on demand depending on the order situation, mainly supply contract customers, and some iron-lithium manufacturers suspend external productionThe upstream lithium carbonate is under pressure, the price is still low, the cost side support is insufficient, the purchase sentiment is weak, and the lithium iron phosphate will maintain a weak operation in the short term.

2.2.2 iron phosphate

This week, the iron phosphate market is running weakly, the current iron lithium manufacturers and ferrophosphorus manufacturers are more intense, the market is scattered, the market is less single, the recent head battery companies are bidding to compress processing costs, some ferrophosphorus manufacturers are affected by appropriate price adjustments, and the downstream demand is weak and the willingness to receive orders is weak, and it is expected that the ferrophosphorus market will run weakly in the short term.

part.3. Cost and profit analysis

According to the current lithium carbonate market, the theoretical liquid phase processing cost is about 4166755 yuan ton, the profit is about 533245 yuan ton;The cost of solid-phase processing is about 4445305 yuan ton, the profit is about 254695 yuan ton.

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