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Urea: supply and demand troops are divided into two channels.
Time:2018-04-27   Read:640second  

In the spring market, fertilizer companies try their best to fight, fancy tricks and fight bravely, but they will inevitably fall off. At present, the domestic urea market is in jeopardy, most of the market is still digesting the price of price rising, which is stable. For example, traders in the Shanxi Gansu Ningxia market show that the downstream demand is close to the tail, the sales of corn in May are limited and not concentrated, the remaining prophase urea source is enough to support the late consumption, and the wholesale price is temporarily stable. In a factory in Shaanxi, because of the accident, the supply of goods is tense and the surrounding prices are rising, but the price of urea in Shandong and Henan has fallen in the dark at this time, such as the 1980 yuan (ton price and the same) of the Shandong Linyi compound fertilizer plant fell to 1950 yuan, and the urea plant and wholesale prices in other regions have different degrees of adjustment. Whole.

Because of the pace of environmental inspection, the demand of the compound fertilizer enterprise is light and prudent, the summer corn manure is scattered and not concentrated, and the urea supply and demand soldiers are divided into two routes to avoid the loss in the next market. Next, the focus of the fluctuation of urea price is still to see supply and demand, that is, the market of combined production of liquid ammonia, the maintenance and demand of urea enterprises.

On the one hand, the operating rate of urea enterprises is facing adjustment, but they are different from each other. One is undeniable environmental normalization inspection, or short term maintenance of temporary malfunction of some urea plants; two is the short term methanol and liquid ammonia Market, especially in North China and East China market, the price of liquid ammonia is more, the price is down, and some manufacturers may tilt the raw production to urea under the pressure of some manufacturers; in addition, it will be along with it. A small number of urea manufacturers in the local market may be overhauled by a small number of urea plants in the local market. Again, a factory accident in Shaanxi has been stopped at the beginning of this week, and the local source may be tight.

On the other hand, the demand for urea fell flat. First of all, the "double-edged sword" is a fair balance, the urea and the downstream enterprises are all restricted; secondly, the agricultural needs are gradually finished, and the manufacturers in the spring Market stumble to the end. Most dealers believe that the prices are still unfist and the price rises only for nearly half a month.  The source of the early reserve of the medium - sized agricultural dealers can be used for the following corn fertilizer, and the later supplement will be followed with the use. The wait-and-see attitude aggravates the degree of the upper and lower deadlock. The demand for the industrial compound fertilizer enterprises was not well followed up. The high nitrogen fertilizer market, which was previously considered as a high profile, was lost again. Although the southern part of central China and East China were in progress, it was not hot, and the manufacturers all over the world received feedback that this year's sales were inferior to the same period in the past year, and the preferential margin of about 30-100 yuan was not surprising. This is also basically the end of this dispute, dealer reserve has two attitudes, one is with the use of follow, two is the early reserve to support the late demand, then sporadic replenishment, the sales of compound fertilizer enterprises are badly hit, the purchase mentality of raw materials have been a certain blow, the progress has been postponed; for example, have to reiterate the example of Shandong side. Yi Fu Hefei plant's conflicting views on high priced urea suggest that there may be room for further downfall. Finally, export, in March, China's urea export volume of about 100 thousand tons, a significant reduction in the last year, it should be taken into consideration that domestic high price urea will inevitably lead to difficulties in export, some port urea may have the risk of reflux, and then take advantage of the domestic urea market.

In a comprehensive view, whether the supply, the demand or the change of some external factors, the current trend of urea can be said to be a whole body, and these potential factors are likely to remove the "Mask" that urea manufacturers continue to push up will. The step is the camp.

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