The domestic brown fused alumina market remained stable this month.As of press time,the average price of the brown fused alumina section of the dumping furnace in Henan is 4650 yuan/ton,the average price of the brown fused alumina section of the dumping furnace in Shanxi is 4650 yuan/ton,and the brown fused alumina section of the dumping furnace in Guizhou is 4650 yuan/ton.The average price of sand is 4550 yuan/ton(the above is the ex-factory price including tax).
It is understood that most of the smelting enterprises in Dengfeng,Yichuan and Sanmenxia in Henan Province are still shutting down production and proceeding cautiously.On the one hand,they are worried that there is insufficient market demand and inventory will be backlogged after they are put into production.On the other hand,brown fused alumina smelting costs are relatively high and the raw material market There is still a downside risk.From the perspective of the market in Guizhou and Shanxi,the production enterprises are operating better than in Henan,but the production capacity has not yet been fully released.From the demand point of view,although the current demand for brown fused alumina market has increased,it has not yet reached the level of the same period last year.Due to the constraints of foreign markets,the demand has increased slowly.In the short term,the domestic brown fused alumina market has a high probability of maintaining stable operation at a low level.
This month,the Shanxi bauxite market was operating steadily and weakly.Taking 75 bauxite as an example,the price was reduced by 50-100 yuan/ton from the previous month,a decrease of about 5%.As of press time,75 bauxite blocks will leave the factory.950-1200 yuan/ton,low-grade bauxite supply is sufficient,inventory is high,market inquiries are few,and transactions are light(the above are ex-factory prices without tax).
Recently,the supply of bauxite mines in Xiaoyi and Yangquan areas in Shanxi is still in short supply,and the shortage of high-grade raw ore resources has become more obvious,which has made the price of high-grade bauxite strong and the transaction is good.In terms of demand,the overall market demand was weak year-on-year,purchase price reductions were common,high-grade bauxite prices rose insufficiently,profitability of production enterprises narrowed,and production pace of enterprises was slow.It is expected that the price of high-grade bauxite in Shanxi bauxite market may remain stable at a high level in the short term,while the price of low-grade bauxite will be weak and stable.
This month,the white corundum market trend is strong.Taking Shandong white corundum segment sand as an example,it has been increased by 2.38%from June.As of press time,domestic white corundum segment sand is 4,300 yuan/ton.(The above is the ex-factory price including tax).
The trend of industrial alumina in July was strong.Take Shandong industrial alumina as an example.As of press time,the price of industrial alumina in Shandong increased by 7.08%month-on-month.With the consumption of raw material inventories in various enterprises,the continuous high price of raw materials gradually transmitted to the purchasing terminal.As the production cost increases,the price of white corundum rises accordingly.However,due to the foreseeable rise of alumina in the early stage,some companies have already reserved raw materials in advance,so the growth rate of white corundum is different.In addition,the downstream market demand is relatively empty.It is expected that the white corundum market may stabilize and operate.
This month,the domestic silicon carbide market has been weakly revised down.Take the 98 raw blocks in Ningxia as an example,the year-on-year decrease is 15.79%and the month-on-month decrease is 1.75%.As of press time,the mainstream price of Ningxia 98 silicon carbide block market is 5600 yuan/ton.Tax price).
In July,the capacity utilization rate of silicon carbide companies was around 50%,and downstream demand fell by nearly 60%year-on-year.The situation of oversupply in the market is still severe.In the buyer’s market,low-price competition is fierce,although the current price has hit However,due to the diversity of raw materials,the quality of silicon carbide is uneven,and corporate quotations are chaotic,which may lower the mainstream price of silicon carbide,so there is still a risk that silicon carbide prices will fall.