First half of fertilizer demand has not yet ended, urea fell, ammonium chloride is about to fall, ammonium sulfate prices are falling, urea should and a two wave of rising prices. However, at present, for the time being vulnerable stalemate (Shandong Liang he issued priced approaching mid February in the low-end price), ammonium sulfate nor by a common cards, spring season not flourishing, prices rose up yo very frequent, and the magnitude is very small, in the end is what reason?
First look at the price difference between the north and south, spring continue to crack down on black rare earth mining behavior, dealers for rare earth mining and procurement operation of ammonium sulfate has been very cautious, big enterprises of a sulphuric acid ammonium in Guangdong Province by the end of March on the occasion of the ex factory price of only 500 yuan / ton, by the end of April or even slightly lower than 400 yuan / ton, with 1 month 900 yuan / tons more than 44 different. Under normal circumstances, North and South ammonium sulfate price differentials are usually in the 50-100 yuan / ton, this spring in the North South differences in 50 yuan / ton or less and no difference indeed illogical, such as up to now South ammonium sulfate mainstream ex factory price in the 500-600 yuan / ton, mainstream northern factory in 480-580 / tons, the key is rare good very little, exports of general, caprolactam manufacturer in the north to domestic distribution amount increased.
Second look at the history of today, January 2015 the large enterprises of Guangdong ammonium sulfate ex factory price from 520 yuan / ton rose to 8.3 yuan / ton, southern ammonium sulfate mainstream factory from $550-550 / tons all the way up to 670-700 yuan / tons, but from January to May this year, the Guangdong enterprises ex factory price from 940 yuan / ton gradually decline to 380 yuan / tons, factory south mainstream of ammonium sulfate from 660 680 yuan / ton gradually decline to 520-600 yuan / tons, it is still rare earth support size caused by the difference. Look at the northern market, taking Hebei as an example, the month of 2015 1-5 ammonium sulfate mainstream ex factory price from 490 yuan / ton gradually rose to 630 yuan / ton, rise significantly, low price of 440 yuan / ton, but this year 1-5 month Hebei mainstream from 520 yuan / 560 yuan / ton up to mid January tons then, a small drop of small fluctuations rose 530 yuan / ton, only high-end, low price of 460 yuan / ton, although this year the coking enterprises underemployment support Hebei area ammonium sulfate low-end price slightly higher than in 2015, but the spring is not busy season, the price of ammonium sulfate or very small, erratic is indeed a priority among priorities we should pay attention to, the reason is that the export market in general, such as China's exports a large company anti-dumping sanctions, operating less than the same period last year, other international sourcing competitiveness, China's other export distributors cautious , by-product ammonium sulfate of caprolactam domestic replenishment quantity increased, its second compound fertilizer enterprises market is not ideal, urea, ammonium chloride price competitive, compound fertilizer enterprises for the procurement of ammonium sulfate as the first two.
In the face of unconventional ammonium sulfate Market, manufacturers should we do?
In recent years, urea overcapacity, ammonium chloride off-season duration unusual long, more dealers are willing to do business with ammonium sulfate, ammonium sulfate particles used for extrusion of rice and other crops or export or direct supply of domestic lysine chemical plant or export it, what is more time for other purposes in widening of ammonium sulfate, sulfuric acid the ammonium occupation of funds is relatively small, short operating period (general price period of 3-4 weeks), the risk is relatively small and other advantages to win the majority of dealers love, we believe that manufacturers can continue to use the production and export of coking enterprises limited and rare earth factors such as occasional opportunity to profit, but more and more people begin to participate in this industry, exports difficult to have a big market, but the operating cycle may be short, the majority of the industry is too much, the proper operation is appropriate.