A few days ago, Yunnan Phosphate Group announced to increase the price of phosphate ore products in 2011, with a price increase of 50-60 yuan/ton, of which the provincial price of 29% grade was raised from 230 yuan/ton to 280 yuan/ton, an increase of 22% ; The price of car plates outside the province is 370-380 yuan/ton.

Chang Yizhi, a researcher in the chemical industry of CIC Consulting, believes that the recent increase in the price of domestic phosphate rock products is mainly due to factors such as increased production costs and tight supply. Chang Yizhi pointed out that at present, phosphate rock resource taxes have been raised in some provinces and cities in my country, and due to the oil shortage since October last year, the National Development and Reform Commission has raised the prices of gasoline and diesel, which has increased the mining and transportation of phosphate rock. cost. Therefore, increasing cost pressures have caused phosphate rock producers to increase the price of phosphate rock products. According to relevant data, various provinces in my country have gradually increased the phosphate rock resource tax from the previous 15 yuan/ton to 40-60 yuan/ton.

Chang Yizhi also pointed out that the decrease in the market supply of phosphate ore is also one of the factors contributing to the recent increase in domestic phosphate ore prices. At present, due to climatic factors, the mining and transportation of phosphate ore in Guizhou is greatly restricted; mines in Hubei will also stop mining in mid-January due to transportation issues. In addition, some small and medium-sized phosphate ore companies have small inventories, which makes the domestic market supply of phosphate ore limited, thereby supporting the upward price of phosphate ore.

China Investment Consulting Research Director Zhang Yanlin pointed out that from a short-term perspective, the upward trend of my country's phosphate rock prices is relatively obvious. However, in the medium and long term, as about 80% of the consumption demand of phosphate rock comes from the phosphate fertilizer market, my country's phosphate fertilizer industry has shown a state of overcapacity, and the future output of phosphate fertilizer will not increase too much; and at present, my country's low- and medium-grade phosphate rock Major breakthroughs have been made in resource utilization related technologies; coupled with the recent discovery of super-large high-grade phosphate ore, it is expected that further increases in domestic phosphate ore prices will be suppressed in the later period.

According to the 2010-2015 China Phosphate Fertilizer Industry Investment Analysis and Forecast Report released by China Investment Consultants, the current overcapacity situation in my country's phosphate fertilizer industry is relatively serious. In 2009, the monthly output of phosphate fertilizer in my country was as high as over 1 million tons. At present, my country's phosphate fertilizer production capacity has reached 20 million tons, and the domestic market demand is about 12 million tons, and the plant operating rate can be maintained at about 50% to meet market demand.