In June, the domestic bulk raw material market was mixed. Among them, white corundum, brown corundum and fused magnesia all declined to a certain extent, and bauxite increased slightly under the support of cost.
This month, the overall operation of industrial alumina was stable, new production capacity was continuously released, and market supply increased. Raw materials have limited support for the white corundum market. White corundum enterprises are sluggish in their shipments, supply and demand are out of balance, and low market prices are frequent, driving the mainstream price of white corundum to decline.
Under the dual influence of sluggish demand and the impact of white corundum, most products with a particle size of 0-1mm and 200 mesh have been replaced by white corundum and sintered corundum. This month, the price difference between brown corundum and white corundum has reached 500-800 Yuan/ton varies. The price of light-fired bauxite, the raw material of brown corundum, remains high. At present, the ex-factory price of light-fired bauxite above 85% is around 2,000 yuan/ton excluding tax, and the supply of high-grade bauxite is tight, and the cost pressure of brown corundum remains unabated.
In June, magnesia enterprises started normal operation, production increased, market transportation gradually returned to normal, magnesia market supply increased, and competition intensified. Under this background, buyers' enthusiasm for purchasing decreased, and the price of fused magnesia fell. , there was a drop of about 200 yuan / ton, and the focus of the sintered magnesia market began to move down.
Projects such as bauxite mine rectification, industrial standardized management, and bauxite raw mine billing have a long way to go and need to be continued. The high-grade bauxite in the market is even more tense. The market price of bauxite in 88 shaft kiln and inverted flame kiln has reached about 2,600 yuan/ton, and the supply of goods is particularly tight.
The price of silicon carbide market has stabilized after rising. After the use of blue carbon and anthracite in Gansu, the cost has increased; in Ningxia, the cost is high, and sellers and sellers in the silicon carbide market are constantly fighting.
In June, the market price of flake graphite was relatively stable, but the quotations of some companies increased, mainly due to the demand in the field of downstream anode materials, and the demand for flake graphite in the field of refractory materials was general, and the price has not been adjusted yet.
Looking at the market trend of bulk refractory raw materials this month, the products whose prices have fallen are mainly due to the weak support of downstream demand.
In June, under the strong impetus of various central and local policies to stabilize growth, the domestic economy showed a slow recovery trend, but due to the limitation of the transmission of the industrial chain, the demand for the refractory industry recovered slowly. With the implementation of economic recovery policies in various places, it is believed that the demand for the refractory material industry may increase to a certain extent in the second half of the year.
