To mid April, a new single ammonium market decline, slow, low frequency, the current Hubei 55% powdery ammonium factory acceptance in 1650-1700 yuan (ton price, the same below), Sichuan 55% powder ammonium as low as 1570 yuan low-end factory; Yunnan 58% powder ammonium factory has been low-end as low as 1650 yuan. In addition to the part can be guaranteed to the end of May or at the end of June.
Light of the market such as water, part of Hubei enterprises to enter the annual maintenance period ahead of time, some manufacturers open mode rotation device maintenance, individual manufacturers and part of the small factory is in production, production time not determined, there are also business plan in May to enter the maintenance period. The prevention and control of atmospheric pollution in 2017 Tianjin and surrounding areas to strengthen the inspectors and the the Yellow River River sewage treatment effect, Henan ammonium production enterprises in Guizhou and Sichuan; in 2017 15, the provincial environmental protection inspectors list, Sichuan province environmental protection department has taken the lead in Shifang phosphate chemical enterprises stop production remediation, Sichuan map companies are ready to stop production, limited production; from Guizhou enterprises to understand has received a notice that the Central Environmental Protection Inspectorate will be stationed in the company in 20, with the advance of time, environmental inspection in Southwest China is a prelude.
Following the end of November last year, Hubei environmental protection inspection of ammonium companies, the main producing areas of ammonium will usher in an environmental inspection. This can make the map actually make a difference? Consider the following points.
First, the environmental protection inspection start and stop time, inspection. According to the arrangement of a new round of the 2017 Central Environmental Protection Inspector will be the fastest in the second half of this month to start, the deadline has not yet been determined, such as at least 3 months to calculate the time longer, although May is normal maintenance period and annual ammonium enterprise, but if the time longer, enterprises will bear great pressure; plus check the larger drop starts, ammonium enterprise long-term limit production shutdown. In terms of supply of ammonium, the supply is reduced, the price of ammonium is expected to rise. On the contrary, the inspection time is not long, just in the year of the annual plan of the enterprise overhaul, and if the inspection is not large, the overall rate of change in the overall rate of ammonium, then a short period of ammonium prices will not improve.
Two, domestic demand. At this stage is a low demand for ammonium, coupled with the purchase of raw materials in the first batch of ammonium fertilizer consumption slow, a new procurement of ammonium is not much, only appropriate replenishment based. Compound fertilizer enterprises are having a difficult time this year, especially the Northeast sales situation is not ideal, reduce the amount of chemical fertilizer than in previous years around in varying degrees, leading to low food prices coupled with the change of planting structure, sales pressure of compound fertilizer enterprises increased attention to the raw material ammonium degree is not high, this month should be the main the consumption of inventory, is expected next month will be improved, but should not be a sharp increase in demand.
Three, and finally consider the number of their own inventory. It is understood that, Hubei, Sichuan and other places of their own ammonium inventory has reached tens of thousands of tons, to consider the degree of consumption during the inspection, combined with the above considerations. The supply has decreased, plus ammonium inventory, and the downstream demand is also not improved, the supply is still far greater than demand, prices are also difficult to turn the map.
As can be seen, ammonium market is still not optimistic, although the environmental protection examination will bring a ammonium decreased operating rate, but the demand will not see a good, although ammonium has stabilized, but it is difficult now as last year, Hubei environmental protection inspection period of soaring prices in may.