Dichlorophenylphosphine

# Recent Commodity Market Intelligence on Phenylphosphorus Dichloride

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## I. Market Price Dynamics

1. **Quotation Monitoring Over the Past Month**

Based on continuous tracking data from 100ppi.com (Business Society), from mid-October 2026 to early November 2026, commodity quotations for phenylphosphorus dichloride have maintained a daily update frequency. Specific quotation details are as follows:

| Time Period | Quotation Status | Remarks |
|--------|----------|------|
| 2026-10-08 to 2026-10-30 | Daily enterprise quotation updates | 100ppi.com benchmark price model continuously operational |
| 2026-11-02 to 2026-11-06 | Daily enterprise quotation updates | Includes special quotation on November 6 |
| 2026-11-09 | Benchmark price release | 100ppi.com report dated November 9 |

> **Note**: The 100ppi.com page indicates that enterprise quotations for phenylphosphorus dichloride have been continuously updated over the past month. However, specific transaction price values are not fully disclosed on the public page; precise benchmark prices require logging into the 100ppi.com platform.

2. **Related Product Price Reference – Diphenyl Phosphoryl Chloride**

As a homologous phosphorus chloride, the recent one-week quotations for diphenyl phosphoryl chloride can serve as a horizontal reference:

| Date | Enterprise | Origin | Quotation (CNY/ton) | Specification |
|------|------|------|--------------|------|
| 2026-11-11 | Suzhou Senfida Chemical | Suzhou, Jiangsu | 42,000 | Domestic |
| 2026-11-11 | Shandong Jiaming Chemical | Shandong | 23,500 | Purity ≥99% |
| 2026-11-11 | Shandong Junfeng New Materials | Jinan, Shandong | 23,500 | Purity ≥99% |
| 2026-11-10 | Anhui Lichuang | Anhui | 40,500 | Content ≥99% (GC) |
| 2026-11-09 | Shandong Jiaming Chemical | Shandong | 23,500 | Purity ≥99% |

The price range for diphenyl phosphoryl chloride is 23,500–42,000 CNY/ton. The significant price gap reflects differences in regional and brand premiums. As an upstream monomer, phenylphosphorus dichloride is typically priced lower than diphenyl phosphoryl chloride.

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## II. Supply and Demand Fundamentals Analysis

1. **Supply Side**

- **Capacity Landscape**: China is the world's largest producer and exporter of phenylphosphorus dichloride. Major production enterprises include Shandong Dongke Chemical, Shandong Hongchuan Chemical, Shandong Kaiyue Chemical, Dezhou Changxing Chemical, and Zhejiang Yangfan New Materials.
- **Raw Material Costs**: Core upstream raw materials include benzene, phosphorus (yellow phosphorus/phosphate rock), and chlorine gas. In Q4 2026, yellow phosphorus prices have remained at high levels due to environmental production restrictions, while the chlor-alkali industry maintains stable operating rates, providing strong cost support from the raw material end.
- **Environmental Constraints**: Environmental policies in 2026 continue to tighten, with some small and medium-sized production capacities facing pressure to halt operations for rectification, indicating a clear trend of supply-side contraction.

2. **Demand Side**

- **Pesticide Sector**: As an intermediate for organophosphorus insecticides and fungicides, the baseline demand remains stable. Growth in global pesticide markets, particularly in emerging markets in Southeast Asia and Africa, is driving demand.
- **Pharmaceutical Sector**: Used as a synthesis intermediate for antiviral and anticancer drugs, demand for high-purity products (≥99%) is steadily increasing.
- **Flame Retardants/Electronic Materials**: Emerging application areas are expanding, but the volume is still small, providing limited overall demand pull.
- **Export Market**: Primary export destinations include Europe, Southeast Asia, and South America. The rise of trade protectionism introduces certain uncertainties.

3. **Market Size**

According to research data from Hengzhou Chengsi:
- The global market size for phenylphosphorus dichloride in 2024 was approximately **350 million CNY**.
- It is projected to approach **460 million CNY** by 2031.
- The CAGR for 2025–2031 is approximately **3.9%**, classifying it as a steadily growing product.

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## III. Industry Policies and Risk Factors

| Dimension | Specific Situation |
|------|----------|
| Environmental Policy | Normalized environmental inspections in the phosphorus chemical industry, with stricter discharge standards for wastewater and exhaust gas, increasing compliance costs |
| Safety Production | Involves hazardous chemicals such as chlorine gas and phosphorus, with continuously upgraded safety supervision |
| Trade Environment | Rising international trade protectionism, with some regions imposing additional tariffs on Chinese phosphorus chemical products |
| Technological Iteration | Green synthesis processes (e.g., catalytic chlorination replacing traditional processes) have become the direction for industry upgrades |

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## IV. Analytical Assessment

1. **Price Trend Assessment**: Quotations for phenylphosphorus dichloride have been continuously updated over the past month without significant fluctuations, indicating the market is in a phase of **narrow-range consolidation**. High-level yellow phosphorus provides bottom support for costs, but the lack of significant volume in downstream demand limits upside price space.

2. **Supply-Demand Structure**: The supply side is constrained by environmental production limits, while the demand side is supported by rigid pesticide demand and slow growth in high-end pharmaceutical demand, resulting in an overall **tight supply-demand balance**.

3. **Regional Differentiation**: The Shandong region is the main production area, with lower quotations (referencing Shandong diphenyl phosphoryl chloride quotations of 23,500 CNY/ton). Brand premiums are evident in Jiangsu, Anhui, and other regions (40,500–42,000 CNY/ton).

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## V. Forecasts and Recommendations

| Time Dimension | Forecast |
|----------|------|
| **Short-term (1–3 months)** | Prices are expected to remain in a range-bound oscillation. Increased environmental production limits in winter may further tighten the supply side, potentially leading to a slight upward price probe |
| **Medium-term (3–6 months)** | The recovery of pesticide demand during the 2027 spring planting season will drive phased demand volume, combined with raw material cost support, potentially shifting the price center upward by 5%–10% |
| **Long-term (6–12 months)** | Acceleration of the industry's green transformation will expand premiums for high-purity products, gradually clearing low-end capacity and increasing market concentration |

**Operational Recommendations**:
- **Buyers**: It is advisable to stock up moderately at lower price points currently, paying attention to the supply tightening window during the December–January environmental production limit peak.
- **Traders**: Focus on arbitrage opportunities in the price gap between Shandong production area goods and East China brand goods, while noting compliance costs for hazardous chemical transportation.
- **Producers**: Accelerate green process upgrades and increase the proportion of high-purity products to capture higher profit margins.