Market Review on Refractory Materials in April

         Zhongsen Editor          2017-04-28

 In April, refractory material market is still not calm, the Liaoning area of environmental supervision into the white hot stage, a serious shortage of supply production enterprises, magnesia price confusion, silicon carbide by the impact of raw material prices, rising prices of alumina due to the sluggish downstream demand price continues to decline. China refractory window network released April price index (RMPI): 138.63 points, an increase of 6.83%, year-on-year growth:: 17.71%. Details are as follows:

Bauxite: At the beginning of April, Xiaoyi area 80 kiln bauxite mainstream price 850-1000 yuan / ton, 85 alumina rotary kiln 1300-1400 yuan / ton, 88 alumina rotary kiln 1450-1550 yuan / ton, price stability (factory not included). Recently there is news that the environmental supervision team stationed in Shanxi, production enterprises in Xiaoyi operating rate decreased again, gradually increases with the degree of environmental supervision, the current local bauxite inventory slightly nervous, among which round kiln bauxite is more obvious. Henan area 70 shaft kiln block mainstream price 470-550 yuan / ton, 75 shaft kiln block of 590-670 yuan / ton, 80 shaft kiln block of 900-1050 yuan / ton, 85 kiln bauxite block 1250-1350 yuan / ton, price stability (factory not included). This month in Henan bauxite production enterprises operating rate is low, the shortage of raw materials and environmental factors such as bauxite in Henan market is more intense, coupled with the recent local logistics transportation costs increased and transportation vehicles lack of resources, the company's transportation costs rose significantly. Affected by many factors currently bauxite prices soared, but Li gathered in Henan and to improve the degree of concentration of bauxite, bauxite in Henan compared with Shanxi bauxite has obvious geographical advantages, Henan bauxite Qulibihai, improve the production safety for the whole industry chain, industry concentration increased to a new level.

Guizhou bauxite 85 rotary kiln block material price of 1450-1800 yuan / ton, 80 rotary kiln block material 1250-1500 yuan / ton, the price of 88 yuan in 1700-2100 yuan / ton (excluding tax). At present, the overall market price of bauxite has been 100-150 yuan / ton rise and the price of the situation is more confusing, procurement enterprises need to understand the situation of enterprises to do the procurement plan.

In April, the domestic 85 tunnel kiln are bauxite grain material mainstream price is 2150-2300 yuan / ton, compared with last month rose 50 yuan / ton; 88 tunnel kiln are bauxite grain material mainstream price is 2420-2550 yuan / ton, compared with last month rose 50 yuan / ton (excluding tax factory). This month of bauxite market shortage continues, with the country for mineral control more and more strictly, are a class of bauxite bauxite including mineral products are scarce resources, compared to the first quarter of this year through the relationship between the price and the supply and demand with the same period in 2016, can be found to be quite different from earlier this is. The elimination of backward production capacity and supply side reforms close relationship. The enterprise should consider the influence of market demand and product quality, timely adjust production plan but also on the quality of products are good, let the whole industry bauxite market recognition and reputation promotion. At present, the average price of alumina rose, in line with market expectations, how to ensure adequate supply of goods is the key to win the market.

General electric melting magnesia: April, 96 fused magnesia prices for 1700-2000 yuan / ton, 96.5 fused magnesia prices for 2200-2550 yuan / ton, 97 fused magnesia prices for 2600-2900 yuan / ton; 97 two calcium sand 2700-2950 yuan / ton, the price rose more powerful, manufacturers offer confusion. Small series of recent survey of magnesia enterprises in Liaoning, fused magnesia orders have been discharged to two months later. The supplier said, "the environmental protection team has arrived in Liaoning, and the time for the exploitation of the magnesium ore is not long enough. Don't ask the price". Under the influence of such a large environment, the procurement of raw materials in order to continue to prepare for the long file stationed in Liaoning, opened a buy buy buy mode. However, the actual inventory of magnesite has gone from bad to worse, even if the production of magnesia enterprises, because there is no raw material can only suspend production maintenance, waiting for the government's new directive. Fused magnesia prices began to more speculation higher, a price one day, on the It is often seen. suppliers. Xiao Bian believes that due to the current market situation is not clear, do not advocate wantonly stockpile, recommend rational purchase, wait for the market to improve magnesia. The network predicts that the latter part of the fused magnesia prices to rise mainly.

Sintered magnesite: In April, the price of burned magnesia is 1000-1200 yuan / ton, the price of 1500-1650 is 96 yuan per ton, the price of high purity magnesia is 1700-1900 yuan / ton, and the price of high purity magnesia is 2300-2450 yuan / ton. The price compared with the previous month beginning only medium grade magnesite increase 100 yuan, with the end of the month than did not change. April 15th, the environmental protection group settled in Liaoning began, sintered magnesia enterprises all discontinued. In this context, manufacturers not only to stop production to deal with the inspection, more is to start the installation and improvement of environmental protection facilities. The government shut down businesses collapse accelerated pollution control at the same time, to reach the furnace debugging production standards, manufacturers can always fill in the magnesia unsealing approval form, by the Municipal Environmental Protection Bureau and local government preliminary approval, the approval of the municipal government. To resume production, to serve the economic development. Currently in the middle of the magnesium industry, high purity 5 kilns have been restored to debug production.

We predicts that the latter will not be sintered magnesia prices will rise sharply, will tend to stabilize.

Silicon carbide: April, Ningxia silicon carbide market price increases. At present, 98 pieces of black silicon carbide material quoted in the mainstream 5700-5800 yuan / ton, 97 pieces of black silicon carbide material quoted in the mainstream 5600-5700 yuan / ton, 90 pieces of black silicon carbide material quoted in the mainstream 4000-4100 yuan / ton, compared with last month, up 200-300 yuan / ton. Silicon carbide deoxidizer SiC > 70%, size: 0-10mm factory tax price in 2800-3100 yuan / ton, compared with the previous month increased 300 - 400 yuan / ton.

This month, the main reason for the price of silicon carbide is a substantial increase in the price of raw coal. It is understood that the price of anthracite smelting silicon carbide in May last year, about 560 yuan / ton, and now the price is about 1310/ tons. On the other hand is due to the more stringent environmental protection, oil coke as raw material for the production of silicon carbide because of high sulfur emissions are not allowed to produce. Currently, the operating rate of silicon carbide enterprises is relatively low, some enterprises in the inventory before consumption, as well as a small part of the enterprise production of graphite carburizing agent and other products. With the end of the first quarter, the two quarter began, the downstream market demand has increased, the overall inventory of silicon carbide slightly nervous.

Flake graphite: In April, the Northeast mainstream manufacturers offer as follows: -193 graphite mainstream price 2800-3000 yuan / ton, -194 graphite mainstream tax price in 3000-3200 yuan / ton, -195 graphite mainstream tax price in 3200-3400 yuan / ton. Prices compared with the previous month was essentially flat. After the transition period in March, the Northeast manufacturers have come out from the winter production gradually began to produce. In the winter season has not been the price of graphite manufacturers to increase the price of graphite is a smooth operation of the price. Because the enterprise starts to increase the market stock inevitably, the supplier intense competitive pressure will escalate. Xiao Bian think companies can change their thinking, because our country has canceled the graphite 20% of export tariffs, manufacturers can consider foreign markets as a new way of marketing.

Brown Fused Alumina: at present Henan area Al2O3 more than 95% dumping furnace sand market price in 3800-4000 yuan / ton; Guizhou area Al2O3 more than 95% dumping furnace sand market price in 3600-3800 yuan / ton. The overall market operation smoothly. The investigation of the Guizhou area 17 dumping furnace and the furnace of the 6 units, there are currently in the production of the state and the state of the production of the furnace, and the furnace is located in the normal state of the production of 14 units of the furnace, the furnace is located in the normal state of production, and the overall operating rate is about 86.96% for each of the 3 furnaces.

Raw materials: according to the network survey at the beginning of April, Yangquan area 80-88 bauxite is still rising. 85 iron kiln bauxite 1300-1400 yuan / ton, the price over the same period last month rose 50 yuan / ton, 85 round kiln bauxite 1400-1500 yuan / ton, the price over the same period last month rose 50 yuan / ton, 88 round kiln bauxite 1650-1750 yuan / ton, the price over the same period last month rose 75 yuan / ton. It is understood that more than 85 of the quality of bauxite is relatively scarce, part of the company said the supply of brown corundum. Due to the downstream demand for brown corundum is relatively stable, the market price is difficult to change in the short term.

White Fused Alumina: April, Henan area is more than 99% Al2O3 white fused alumina refractory grades mainstream price 4600-4800 yuan / ton, fine powder mainstream price 4800-5000 yuan / ton, down 200 yuan / ton last month. The price of white fused alumina is mainly affected by raw materials. At present, the Henan market industrial alumina quotations maintained at 2700-2800 yuan / ton, compared to early last month and prices down 300 yuan / ton; Shandong market industrial alumina quotations maintained at 2670-2700 yuan / ton price and last month compared to early down 300-400 yuan / ton.

Due to fluctuations in the price of raw materials alumina, white corundum enterprises are mostly in accordance with the order of production. Analysis of the industry as a result of industrial alumina is still in a downward trend in the short term, the price will be weak white corundum.

Alumina: April domestic industrial alumina prices slashed. At present, the Henan market industrial alumina quotations maintained at 2700-2800 yuan / ton, compared to early last month and prices down 300 yuan / ton; Shandong market industrial alumina quotations maintained at 2670-2700 yuan / ton price and last month compared to early down 300-400 yuan / ton. Australia aluminum mainstream quote for 2850-3050 yuan / ton, the price is relatively stable. Since the beginning of March the price of alumina industry began to decline, the main reason for the above environmental rectification of aluminium electrolysis for limiting the production of 30%, alumina demand weakened, most of electrolytic aluminum plant belong to the state, enterprises in order to return the funds to each other to keep the prices down. Due to the imbalance between the output of industrial alumina and the imbalance of market demand. Compared with the domestic alumina Macao aluminum is mainly because the Australian carefree and content, aluminum imports less, while domestic enterprises such as sintered corundum demand is relatively stable. It is understood that in 2017 (ninth session) International Conference on aluminum industry participants on the recent industrial alumina bearish market, some industry insiders believe that by the end of April to the beginning of the May industrial alumina prices probably fell to 2300-2400 yuan / ton. It appears that the short term industrial alumina market sentiment will continue dignified, worrying.

At the end of this month the domestic alumina prices continue to fall, as of now, the market mainstream transaction price fell to 2550-2620 yuan / ton, compared with the first month down 100-200 yuan / ton. This month, the main reason for the rapid decline in the price of domestic alumina industry lies in the difference in the level of regional inventory, aluminum prices are expected to show mediocre and buy up do not buy or emotional agitation. After the Spring Festival, the domestic alumina production enterprises profit margins continue to be squeezed, with the rapid decline in the price of alumina, positive willingness to ship the alumina seller continued to be in a weak position.