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The first round opportunity of impending light storage of urea
Source:China fertilizer   Time:2014-11-21   Read:638second  
In recent years the urea short storage experience, most can be summarized as suffer unspeakably. Light storage business confidence again and again defeated by reality, state subsidies and even difficult to offset the storage losses. Therefore, seize the hunters procurement opportunities has gradually become a hot topic in recent years industry. However, in the urea market status of the excess supply, price is often a variety of interference factors. So every short storage period, the majority of downstream manufacturers to maintain a wait-and-see attitude, waiting for the good market clear before to "grab" goods. This "grab" it does not matter, elevation is short storage period is the spring ploughing season shipping price, profit space is lost. An objective view of the current domestic urea market, low social inventory, see the Chinese New Year is approaching, the phrase "goods hands, hearts do not panic" saying also remind dealers stock, at least they should take less. Nevertheless, I believe everyone of urea prices at this time concerns. In fact, I think in December next year or even the market environment, in late November should be the first round short storage time. The reasons are as follows: to clear two cost of supporting factors and a speculation factors after entering December, the cost of support from the coal resources tax and VAT implementation of urea released. Before my analysis has been mentioned, the coal resources tax due to the existence of local differences, about will increase the price of 20-40 million tons of coal; urea cancel preferential VAT will increase their costs 20-30 yuan / ton. If the accumulated, most enterprises urea production cost per ton price may increase 40-70 yuan, which is the so-called two the cost of support surface. Speculation also obviously, foreign media reported last week in India will be held in early 12 launch another intention 1000000 tons purchase quantity bidding. Affected by this, since the weekend warmer urea set in Hong Kong market has a very good description of it all. It is because of port operation alleviated part of Dachang domestic pressure, this can make the offer stable kicked upstairs. In fact, Shanxi individual urea plant since the price has fallen below 1400 yuan / ton, the actual Hebei, Henan factory price has been close to 1400 yuan / ton. Believe that once a late positive to clear, urea prices will also be strong, short storage business will lose the first time hunters.
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