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In the middle of last June, the compound fertilizer market was rather cold, the business was not warm, but the urea was quite different from it. In mid June, the price continued to rise, and the price continued to rise. The two market was compared to the ice and fire. This year, when the summer fertilizer demand was cleared, the market of ice and fire was again in the same way. Come out, why is this market again this year?
First, the demand for fertilizer in summer has ended and the compound fertilizer has entered the off-season. In mid June, the work of corn preparation in central and southern parts of the Central Plains entered the end. Most of the compound fertilizer enterprises were slow to carry goods, and the start-up rate of enterprises was decreasing. As of now, the construction rate of large compound fertilizer enterprises was reduced to about 45%. On the one hand, the market demand is decreasing continuously. In the first half of the year, the pressure of the compound fertilizer enterprises is more pressure. According to it, the sales volume of most enterprises is less than that in the past. On the other hand, the cost of the raw material is increasing. At the same time, the price of the enterprise is getting worse. The profit of the compound fertilizer enterprise is continuously squeezed and the cost of urea is raised. In spite of the demand, most compound fertilizer enterprises still maintain a stable price, rather than a strong clear inventory policy. Even the local area of Hebei, Henan, is relatively slow in preparation, and a short and small concentration of centralized purchasing has appeared in the near future. However, the overall demand for the summer season fertilizer is gradually coming to an end. Partial price declines are also reflected.
Second, the urea market continues to improve, which is in sharp contrast to the compound fertilizer market. The market market in Northeast China has already been finished early, but the demand space in the later period will not be too big, but since summer, there is no rain in the northeast and the Central Plains, most of the slopes can not be irrigated by water, in some areas corn has been planted, but due to the drought in the sky, the progress of the recovery is delayed. The drought is serious in the region, the growing trend of the corn is poor, the demand for the recovery of the market will be forced to increase. At the same time, with the arrival of the recent summit and the world environmental protection day, the strength of environmental protection is increasing again. The rate of construction of urea enterprises is going down continuously, the price of urea has risen all the way, and the rate of urea market rises again in the month of 5-6, now Shandong is two The factory quotes for small granule urea have risen by 1970-2020 yuan / ton, compared with the same period last year, rising by 400 yuan / ton. The increase in demand and the reduction in the operating rate of enterprises will help boost the market of urea. The urea universe is expected to last until the end of June.
In the end, in the face of the burning of the urea market, the compound fertilizer enterprise can only be seen in the envy. After all, the summer fertilizer demand is close to the end, the corn fertilizer can take up to a week or so. Then the enterprise will begin to prepare for the autumn fertilizer production, but in the near future, more than the price of urea has risen, and the main source of fertilizer demand in the late autumn is the main source. Phosphate fertilizer, and the domestic Saline Lake potash fertilizer agent price is the object of close attention, if the stock market overall recovery, then the price of compound fertilizer in the fall will be maintained at a higher position, we will wait and see.
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