January 12th News: From January to September 2025, the production of yellow phosphorus reached 741,500 tons, with an estimated annual output of around 950,000 tons. During the "14th Five-Year Plan" period, China's yellow phosphorus production is expected to be controlled at approximately 4 million tons.

Chempricehub's analysis of yellow phosphorus assigns a bearish score of -1. The article indicates that yellow phosphorus production from January to September 2025 was 741,500 tons, with an estimated annual output of around 950,000 tons, suggesting a continued increase in supply. At the same time, the target of controlling production at approximately 4 million tons during the "14th Five-Year Plan" period reflects the industry's overall supply management goals. The growth in supply, in the absence of significant demand improvement, may exacerbate the market's oversupply situation, exerting downward pressure on spot prices. Therefore, a generally bearish rating is assigned.