1、原鹽市場一周綜述

本(ben)本(ben)周(zhou)（2018.8.10-8.16）中(zhong)國原鹽(yan)市場整(zheng)體(ti)走(zou)勢(shi)穩(wen)(wen)定(ding)(ding)，繼上(shang)周(zhou)山東(dong)地區(qu)(qu)(qu)海鹽(yan)價(jia)(jia)(jia)格適當回(hui)調(diao)后，部分鹽(yan)廠高位報價(jia)(jia)(jia)回(hui)落，整(zheng)體(ti)走(zou)勢(shi)維穩(wen)(wen)。下半(ban)年看(kan)，陜西榆林(lin)、河南平頂山地區(qu)(qu)(qu)新(xin)增產能釋放，加(jia)上(shang)之上(shang)半(ban)年寧晉地區(qu)(qu)(qu)60萬噸新(xin)裝置(zhi)的(de)正(zheng)常生產，井礦鹽(yan)的(de)總(zong)供應量(liang)不(bu)斷升溫。本(ben)周(zhou)江蘇井神(shen)、中(zhong)鹽(yan)金壇鹽(yan)業(ye)輪(lun)流檢(jian)修有(you)序安排，持續到9月份結束，華東(dong)地區(qu)(qu)(qu)井礦鹽(yan)價(jia)(jia)(jia)格大(da)穩(wen)(wen)小(xiao)動。湖鹽(yan)市場供求關(guan)系(xi)穩(wen)(wen)定(ding)(ding)，價(jia)(jia)(jia)格以穩(wen)(wen)為主(zhu)。

2、地區市場價格分析

1、進口鹽價格：印度一級品CIF價格：30-35美元/噸，部分大單執行價格略優惠；澳鹽CIF價格：38-45美元/噸。
2、達標海鹽含稅出廠價格：河北185-200元/噸，山東165-175元/噸；遼寧220元/噸。

3、井(jing)礦鹽（散(san)濕鹽）含稅出廠價格：華東260-300元(yuan)/噸(dun)，山東185-190元(yuan)/噸(dun)；河南(nan)230-245元(yuan)/噸(dun)；湖北250-270元(yuan)/噸(dun)；湖南(nan)280-300元(yuan)/噸(dun)；陜甘280-290元(yuan)/噸(dun)；川渝260-270元(yuan)/噸(dun)；云南(nan)340-365元(yuan)/噸(dun)。

4、青海(hai)湖鹽(yan)(yan)含(han)稅出廠價(jia)格(ge)在50-80元(yuan)/噸(dun)（散鹽(yan)(yan)），根據運距(ju)、品(pin)質，青海(hai)地(di)區湖鹽(yan)(yan)出廠價(jia)格(ge)差(cha)別較大；內(nei)蒙古(gu)地(di)區湖鹽(yan)(yan)含(han)稅出廠價(jia)格(ge)多穩定(ding)在160-170元(yuan)/噸(dun)（散鹽(yan)(yan)），部分鹽(yan)(yan)廠優勢鹽(yan)(yan)含(han)稅出廠價(jia)格(ge)穩定(ding)在220-230元(yuan)/噸(dun)（散鹽(yan)(yan)）。

5、下游采(cai)購價格：

a、華東兩堿(jian)的采(cai)購價(jia)(jia)格(ge)(ge)(ge)穩定：江(jiang)西省(sheng)內大工(gong)業(ye)用(yong)鹽(yan)(yan)(yan)(yan)出(chu)廠價(jia)(jia)格(ge)(ge)(ge)在290-310元/噸(dun)(dun)（散(san)裝(zhuang)，濕(shi)鹽(yan)(yan)(yan)(yan)），兩堿(jian)用(yong)鹽(yan)(yan)(yan)(yan)到(dao)家(jia)價(jia)(jia)格(ge)(ge)(ge)集(ji)中在350-370元/噸(dun)(dun)（散(san)裝(zhuang)，濕(shi)鹽(yan)(yan)(yan)(yan)）；江(jiang)蘇大工(gong)業(ye)用(yong)井礦(kuang)(kuang)鹽(yan)(yan)(yan)(yan)含稅(shui)出(chu)廠價(jia)(jia)格(ge)(ge)(ge)在270-280元/噸(dun)(dun)（散(san)鹽(yan)(yan)(yan)(yan)，濕(shi)鹽(yan)(yan)(yan)(yan)），小工(gong)業(ye)用(yong)鹽(yan)(yan)(yan)(yan)的含稅(shui)出(chu)廠價(jia)(jia)格(ge)(ge)(ge)在320-340元/噸(dun)(dun)（50kg袋裝(zhuang)、干鹽(yan)(yan)(yan)(yan)）；安(an)徽省(sheng)大工(gong)業(ye)用(yong)井礦(kuang)(kuang)鹽(yan)(yan)(yan)(yan)出(chu)廠價(jia)(jia)格(ge)(ge)(ge)在290-310元/噸(dun)(dun)（散(san)裝(zhuang)，濕(shi)鹽(yan)(yan)(yan)(yan)），兩堿(jian)用(yong)鹽(yan)(yan)(yan)(yan)到(dao)家(jia)價(jia)(jia)格(ge)(ge)(ge)集(ji)中在340-355元/噸(dun)(dun)（散(san)裝(zhuang)，濕(shi)鹽(yan)(yan)(yan)(yan)），省(sheng)外江(jiang)蘇地區(qu)井礦(kuang)(kuang)鹽(yan)(yan)(yan)(yan)送到(dao)安(an)徽下游的價(jia)(jia)格(ge)(ge)(ge)在335-345元/噸(dun)(dun)（散(san)裝(zhuang)，濕(shi)鹽(yan)(yan)(yan)(yan)）；浙江(jiang)地區(qu)大工(gong)業(ye)用(yong)鹽(yan)(yan)(yan)(yan)的到(dao)家(jia)價(jia)(jia)格(ge)(ge)(ge)多(duo)在320-340元/噸(dun)(dun)（含稅(shui)、濕(shi)鹽(yan)(yan)(yan)(yan)、散(san)鹽(yan)(yan)(yan)(yan)）。

 b、華中兩堿(jian)的采購價(jia)格(ge)穩定：河南省大(da)工(gong)(gong)業用(yong)井礦鹽(yan)(yan)(yan)含(han)稅出(chu)廠(chang)價(jia)格(ge)235-255元(yuan)(yuan)(yuan)/噸(dun)（散(san)裝(zhuang)、濕鹽(yan)(yan)(yan)），小(xiao)工(gong)(gong)業鹽(yan)(yan)(yan)含(han)稅出(chu)廠(chang)價(jia)格(ge)280-290元(yuan)(yuan)(yuan)/噸(dun)（50kg袋(dai)裝(zhuang)、干鹽(yan)(yan)(yan)）；湖(hu)南大(da)工(gong)(gong)業用(yong)井礦鹽(yan)(yan)(yan)主流出(chu)廠(chang)價(jia)格(ge)275-310元(yuan)(yuan)(yuan)/噸(dun)（散(san)裝(zhuang)、濕鹽(yan)(yan)(yan)），小(xiao)工(gong)(gong)業用(yong)鹽(yan)(yan)(yan)含(han)稅出(chu)廠(chang)價(jia)格(ge)330-350元(yuan)(yuan)(yuan)/噸(dun)（50kg袋(dai)裝(zhuang)、干鹽(yan)(yan)(yan)）；湖(hu)北地區大(da)工(gong)(gong)業用(yong)井礦鹽(yan)(yan)(yan)出(chu)廠(chang)含(han)稅價(jia)格(ge)260-275元(yuan)(yuan)(yuan)/噸(dun)（散(san)裝(zhuang)，干鹽(yan)(yan)(yan)），部分工(gong)(gong)業用(yong)鹽(yan)(yan)(yan)出(chu)廠(chang)含(han)稅價(jia)格(ge)在290-295元(yuan)(yuan)(yuan)/噸(dun)（噸(dun)袋(dai)裝(zhuang)，干鹽(yan)(yan)(yan)），小(xiao)工(gong)(gong)業鹽(yan)(yan)(yan)出(chu)廠(chang)含(han)稅價(jia)格(ge)報300元(yuan)(yuan)(yuan)/噸(dun)（50kg包裝(zhuang)、干鹽(yan)(yan)(yan)）；

 c、其他地(di)區(qu)兩堿的采(cai)購價(jia)格(ge)穩定：四川(chuan)省大(da)(da)工(gong)(gong)業用(yong)(yong)井(jing)礦(kuang)鹽(yan)(yan)(yan)(yan)(yan)(yan)含(han)稅出(chu)廠價(jia)格(ge)在260-270元(yuan)(yuan)(yuan)/噸(dun)（散(san)(san)(san)鹽(yan)(yan)(yan)(yan)(yan)(yan)、濕(shi)鹽(yan)(yan)(yan)(yan)(yan)(yan)），小工(gong)(gong)業用(yong)(yong)鹽(yan)(yan)(yan)(yan)(yan)(yan)含(han)稅出(chu)廠價(jia)格(ge)300-310元(yuan)(yuan)(yuan)/噸(dun)（噸(dun)袋裝，干鹽(yan)(yan)(yan)(yan)(yan)(yan)）；重慶地(di)區(qu)大(da)(da)工(gong)(gong)業用(yong)(yong)井(jing)礦(kuang)鹽(yan)(yan)(yan)(yan)(yan)(yan)含(han)稅出(chu)廠價(jia)格(ge)在260-270元(yuan)(yuan)(yuan)/噸(dun)（散(san)(san)(san)鹽(yan)(yan)(yan)(yan)(yan)(yan)、濕(shi)鹽(yan)(yan)(yan)(yan)(yan)(yan)）；福建地(di)區(qu)大(da)(da)工(gong)(gong)業用(yong)(yong)井(jing)礦(kuang)鹽(yan)(yan)(yan)(yan)(yan)(yan)的到家(jia)價(jia)格(ge)集中(zhong)在460-470元(yuan)(yuan)(yuan)/噸(dun)（散(san)(san)(san)鹽(yan)(yan)(yan)(yan)(yan)(yan)、濕(shi)鹽(yan)(yan)(yan)(yan)(yan)(yan)）；廣西(xi)當(dang)地(di)大(da)(da)工(gong)(gong)業用(yong)(yong)鹽(yan)(yan)(yan)(yan)(yan)(yan)的到家(jia)價(jia)格(ge)集中(zhong)在460元(yuan)(yuan)(yuan)/噸(dun)（散(san)(san)(san)鹽(yan)(yan)(yan)(yan)(yan)(yan)、濕(shi)鹽(yan)(yan)(yan)(yan)(yan)(yan)）附近；山西(xi)地(di)區(qu)大(da)(da)工(gong)(gong)業用(yong)(yong)鹽(yan)(yan)(yan)(yan)(yan)(yan)的到家(jia)價(jia)格(ge)多(duo)在370-380元(yuan)(yuan)(yuan)/噸(dun)（散(san)(san)(san)鹽(yan)(yan)(yan)(yan)(yan)(yan)、濕(shi)鹽(yan)(yan)(yan)(yan)(yan)(yan)）。

3、后市價格預測

1、兩堿(jian)行(xing)業開(kai)(kai)工(gong)(gong)負荷穩定，燒堿(jian)行(xing)業開(kai)(kai)工(gong)(gong)率維(wei)持(chi)在83%；純堿(jian)行(xing)業開(kai)(kai)工(gong)(gong)率維(wei)持(chi)80%左右。兩堿(jian)用鹽方面以穩為主。

2、其(qi)他行(xing)業用鹽處于淡(dan)季，食(shi)用鹽于8月末9月份開(kai)始轉入(ru)旺季，下周需求以穩為主。

后(hou)市(shi)預測(ce)，供需關系暫無較大(da)變化，下(xia)周原鹽價(jia)格以(yi)穩運行為主，局部地區靈活調整。