Addition of tariff on phosphate ore will promote the promotion of phosphorus products

For the country began to impose a tariff of 100% on exports of phosphorus products, industry sources said that the state introduced a high tariff policy, the main purpose is to prevent the price of phosphate rock rose to transfer to phosphate fertilizer, and then transferred to agricultural products. In addition, the policy also intends to control the export of phosphorus ore primary products and lead the phosphorus products to deep processing.
As this taxation is only aimed at phosphate rock and primary phosphorus products, it also confirms the above-mentioned claims of the industry.
At present, 80% of China's phosphate ore is used for the production of phosphate fertilizer. In the middle of April, the country imposed a special export tariff of 100% on phosphate fertilizers and other fertilizer products, which limited the export of phosphate fertilizers. The price of phosphate ore is unlikely to shift upwards through the use of phosphate fertilizers, limiting phosphorus. Ore prices rose.
At present, the profits of phosphorus products mainly come from the increase in the price of phosphate rock. The staff of Xingfa Group stated that 'relying on phosphorus ore to make money can only be a specific stage. In the long run, companies must rely on products to increase their added value. . He said that companies are expanding from the production of industrial phosphates to pharmaceutical phosphates.
About 20% of the domestic phosphate rock is used for the production of yellow phosphorus, which in turn produces phosphates. The phosphates are numerous and are classified into different grades depending on the use. Xiao Hui, an analyst at Union Securities Chemical Industry, said that at present, China is a major exporter of phosphate, and its export volume accounts for 30% of the world's demand. However, phosphate production in China is still at a relatively low level, and phosphate prices vary widely among different levels, for example, The industrial-grade phosphate price is 5,000 yuan per ton, and the electronic-grade price reaches 8,000 to 9,000 yuan per ton.
However, in view of the short-term increase in the domestic supply of phosphate rock will make the price down, Xiaohui analysis, Sichuan phosphate rock resources affected by the Wenchuan earthquake, the impact of the Jinhe, Qingping and Shifang three major phosphorus mine production More than 95% of the province's total production, of which Qingping mine has collapsed, Sichuan phosphate ore production accounts for 11.3% of the country, will form a certain gap in demand, will form a support for the price of phosphate rock.
Some analysts believe that the high tariff imposed on phosphate rock is also a continuation of China's long-term policy to limit the export of phosphate ore. China's export of phosphate rock has decreased from 4.9 million tons in 2001 to less than 1 million tons in 2007. .
* ST Malong told reporters yesterday that the company has only a small amount of yellow phosphorus exports. Xingfa Group also stated that the company exports phosphoric acid and phosphate, and there is no export of phosphorus products that involve taxation.
At present, the Xingfa Group's phosphate ore is 350 yuan per ton, and India's CIF price has reached US$250 per ton. If this price is added, plus the special tariff of 100%, the export of phosphate ore is still profitable, but because of local governments The restrictions on the circulation of phosphate rock have always been relatively low. All the above-mentioned companies have stated that they have no plans to export phosphate rock.
The relevant person in charge of Yuntianhua International stated that at present, they are also very concerned about the occurrence of phosphate ore. He believes that if the phosphate rock production in Sichuan can be quickly restored, the market for phosphorus products should be stable. 'If all the production stops for a long time, the impact will be difficult to estimate. '
Yuntianhua International is the holding company under the Yuntianhua Group. Its main product is phosphorus compound fertilizer. As the prices of raw materials such as sulphur, phosphate rock, raw coal and coke continue to increase, the price of domestic fertilizers has more than doubled from last year to the present. Although the state has introduced a policy to limit fertilizer prices to 4,100 yuan per ton, the price of raw materials Without any restrictions, it has been rising. At present, phosphorus and compound fertilizers are basically sold at a price lower than the cost. 'If you sell one ton, you lose one ton, and if you continue to do so, you will need to reduce production. '
In the international market, although the price of phosphorus compound fertilizer is more than twice that of the domestic market, after the export tariff of 100% was imposed on the price, the export road was blocked again. Yuntianhua International has suffered heavy losses in the near future. 'Since the export tax rate for phosphorus and compound fertilizers has become 135%, exports have lost more than domestic sales. '
As China’s share in the international phosphate and compound fertilizer market exceeds 20%, China will stop exporting, and the international market price will surely soar. Even so, domestic producers of phosphorus and compound fertilizers faced high export tariffs and could only relinquish their demand for an international market. However, if the domestic price limit continues, the company's internal potential can not offset the cost, many companies will not be able to choose to cut production, which will further exacerbate the shortage of domestic phosphorus and compound fertilizer.

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