Source:China Fertilizer Network Author:Ning Mei Time:2013-12-09 Read:620second
Domestic urea market is still no significant improvement in overall demand , but the Northeast region downstream fertilizer enterprise market after another slow start , factory price will very strong .
Proposal focuses on regional market prices of structured , and because of lack of gas supply first urea led to a significant reduction in the actual production of gas from urea , urea supply pressure for a certain relief.
We continue to be optimistic benefit of air pollution control environmental concept stock . State environmental regulators are expected to continue stringent standards for environmental management related to heavy polluting industries will be at the end of the introduction and implementation of policies floor will bring investment opportunities related stocks . Among them, we are more optimistic about benefit of air pollution control exhaust emissions of Sichuan Meifeng tighter , and also benefit from the upgrading of air pollution control more shares the sea of oil and Qi Xiang Tenda . With pyridine antidumping final. Pyridine market prices also rebounded , we are optimistic about the integration of the advantages of having a production capacity of the red sun , while concerned about the benefit of paraquat earnings improvement SANONDA A.
Although the overall decline in the growth rate of investment in infrastructure , mining decline , but the ammonium nitrate prices declined significantly enhance civil explosive industry profitability, the industry boom is still high. We recommend to benefit from the integration of blasting huge blast , but caution is recommended to benefit from mergers and acquisitions and high growth in infrastructure in Western Elegance Group .