In November, the benchmark price of corundum continued to rise, while the prices of individual grades of bauxite, high-purity magnesia sand, and fused magnesia sand increased. Meanwhile, the market prices of silicon carbide and flake graphite remained stable.
【Corundum】: Affected by the continued surge in industrial alumina prices, the benchmark prices of white corundum and sintered corundum have been raised again. Due to the difficulty in purchasing raw materials and environmental factors, white corundum and sintered corundum companies have been forced to stop or semi-stop production.
Driven by the price increase of white corundum and sintered corundum, the price per ton of brown corundum has been raised again. With the price increase and the increase in user demand for brown corundum, the production capacity of brown corundum enterprises has been released, and the operating rate has risen to about 50%.
The sharp rise in industrial alumina prices has caused poor operation of related industrial chains, which has attracted the attention of relevant departments. It is expected that the industrial alumina market will return to rationality.
【Flake graphite】Due to the cold weather and weak demand, to avoid increasing inventory, some flake graphite enterprises have stopped production for maintenance, and large enterprises are producing normally due to cost advantages. As the supply decreases, the price of flake graphite may gradually stabilize.
【Magnesium sand】The magnesia sand market is divided. The benchmark price of fused magnesia per ton generally increased, the unit price per ton of high-purity magnesia increased, and the price of dead-burned magnesia and mid-grade magnesia was temporarily stable.
Under the dual influence of magnesite and electricity prices, the cost of fused magnesia sand has increased significantly, and the quotations have generally increased. Due to the increase in the number of suspended enterprises, the inventory of enterprises is different, and the prices are uneven.
Driven by the higher prices of light-burned magnesia powder and fused magnesia sand, and the long-term low price of sintered magnesia sand, the unit price per ton has increased, which is the same as the price of mid-range magnesia sand. The prices of heavy-burned magnesia sand and mid-range magnesia sand remain stable and strong for the time being.
【Bauxite】Bauxite is still in short supply, and the price per ton of some scarce grades of bauxite has been raised. Affected by the shortage of ore and the arrival of the heating season, the release rate of bauxite production capacity will be further reduced.
【Silicon carbide】The silicon carbide market is weakly stable. Domestic and foreign demand for silicon carbide both declined, and the price of silicon carbide has continued to fall, resulting in a continuous compression of profit margins and a weak willingness of enterprises to accept orders. To better meet market needs, some silicon carbide block smelting plants in Gansu are equipped with segment sand and fine powder processing production lines.
Driven by the skyrocketing price of industrial alumina, the prices of white corundum and sintered corundum have also risen sharply, and the prices of fused magnesia and bauxite have risen slightly. The increase in raw material costs has further narrowed the profit margins of refractory companies.