Sodium phosphite

Phosphoric Trisodium Commercial Market Dynamics Intelligence Analysis

I. Recent Price Trends
- Benchmark Price Trend: According to Shengyisi data, the benchmark price of phosphoric trisodium remained stable at RMB 3,112.50 per ton from July 1 to July 7, 2026, unchanged from late June, and positioned within the mid-to-high range for the year (annual high: RMB 3,250/ton; annual low: RMB 2,810/ton).
- Enterprise Quotation Divergence:
- Low-Price Segment: Qingdao Chengxin Hongfeng Chemical Co., Ltd. (Shandong) quoted RMB 1,500/ton (domestically produced, delivery in Weifang/Qingdao); Henan Hengyi Environmental Protection Technology Co., Ltd. quoted RMB 1,850/ton (delivery in Zhengzhou); Wuhan Hengjiu Chemical Co., Ltd. quoted RMB 2,150/bag (98% industrial dried grade, delivery in Hubei).
- Mid-Price Segment: Shandong Langcheng Chemical Co., Ltd. quoted RMB 3,100/bag (delivery in Jinan); Anhui Haozhan Environmental Protection Technology Co., Ltd. quoted RMB 2,400/ton (delivery in Hefei); Shanghai Shijian Industrial Co., Ltd. quoted RMB 2,900/ton (delivery in Shanghai).
- High-Price Segment: Suzhou Shangma Chemical Technology Co., Ltd. and Chizhou Xinyu Chemical Technology Co., Ltd. quoted RMB 3,800/ton (delivery in Jiangsu/Anhui); Hubei Qiangxing Chemical Co., Ltd. quoted RMB 3,500/ton (delivery in Wuhan); Shandong Dingxin Biotechnology Co., Ltd. quoted RMB 3,500/ton (delivery in Linyi).

II. Market Driving Factor Analysis
1. Cost Support:
- Primary raw materials—phosphoric acid and sodium hydroxide—are experiencing upward pricing pressure: phosphoric acid prices are rising due to tightened phosphate rock supply, while sodium hydroxide prices fluctuate with chlor-alkali industry operating rates—both contributing to downstream cost pressures.
- Stricter environmental regulations have led to production curtailments among small- and medium-sized enterprises (SMEs), resulting in constrained supply and supporting price stability.

2. Demand Structure:
- Industrial Applications: Stable demand from water treatment (e.g., boiler cleaning, water softening), electroplating, and textile/dyeing sectors accounts for over 60% of total consumption.
- Food & Pharmaceutical Applications: As a food quality improver and pharmaceutical intermediate, demand is growing at ~5% annually but represents less than 20% of total demand.
- Emerging Applications: Growing demand from new-energy battery materials and electronic chemicals reflects promising high-end application potential, though current share remains relatively low.

3. Regional Disparities:
- Production Concentration: Hubei (200,000 tons/year), Jiangsu (160,000 tons/year), and Sichuan (100,000 tons/year) are the top three producing provinces; inter-regional logistics cost variations contribute significantly to price divergence.
- Price Competition: Some enterprises in Shandong and Henan leverage economies of scale to reduce costs and compete aggressively on price.

III. Price Volatility Logic
- Short-Term Stability: The flat benchmark price in July reflects balanced supply and demand; quotation differences across enterprises stem primarily from brand reputation, product purity, and logistics costs associated with delivery locations.
- Historical Comparison: The average annual price rose from RMB 3,800/ton (2020) to RMB 4,250/ton (2024); the current 2026 price (RMB 2,903.78/ton) is below the historical average yet remains in the mid-to-high range, indicating partial market absorption of upstream cost increases.

IV. Future Trend Outlook
1. Price Forecast:
- Short Term (1–3 months): Benchmark price expected to remain steady in the RMB 3,100–3,150/ton range; quotation divergence will persist, with low-priced products likely employing promotional strategies to capture market share.
- Medium Term (6–12 months): If phosphate rock prices continue rising, cost-driven price increases become increasingly probable, targeting RMB 3,200–3,300/ton.
- Long Term (1–3 years): With a global CAGR of 3.3%, domestic demand—driven by environmental policy enforcement—is projected to gradually lift the price center to above RMB 3,500/ton.

2. Supply-Demand Evolution:
- Supply Side: Environmental production restrictions accelerate SME exits, enhancing industry concentration and strengthening pricing power of leading enterprises.
- Demand Side: Growth in water treatment and new-energy applications is expected to offset volatility in traditional sectors, sustaining overall demand growth at over 5% annually.

3. Risk Factors:
- Significant volatility in raw material prices;
- Environmental regulatory tightening exceeding expectations;
- International trade frictions impeding export performance.