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Get a better understanding of the rising fertilizer.
Time:2018-06-19   Read:656second  

Time and again, there is no turning around, no fertilizer season is off season all the year round, there is no peak season. The same is true for the same ammonium, the next season is the upcoming autumn demand season. Although the time for fertilizer use in autumn is still earlier, compound fertilizer enterprises will naturally purchase nitrogen, phosphorus and potassium raw materials on schedule.

At present, Hubei big factory 55% powdery monoammonium main stream quotation is stable at 2150 yuan (ton price, the same below), the actual acceptance of the factory is near 2100-2150 yuan; the Sichuan big factory 55% ammonium phosphate factory quotation is 2080-2150 yuan; the price of Henan 55% powder ammonium factory is about 2150 yuan. The company has limited orders, and some factories have suspended their orders.

Recently, I interviewed the experienced professionals in the chemical fertilizer industry. They believed that ammonium is stable at present and there will be a trend of slow rise later. The main reasons are as follows:

First of all, autumn is the home of high phosphate fertilizer, and the demand for rigidity is greater. There will still be some time for autumn fertilizer production. How much will the compound fertilizer enterprises prepare for the autumn fertilizer production? Hefei is in the empty period of summer fertilizer to autumn fertilizer demand. The demand for compound fertilizer is not ideal in the weak season. In addition, because of the shortage of the compound fertilizer enterprise as a whole, the large enterprises in some areas even stop production. It is expected that by the end of June or early July, the overall start rate of the compound fertilizer enterprises will gradually rise, and the production will work. The preparation of the raw materials will be on the agenda. Some large compound fertilizer enterprises are expected to move in late 6 and begin to purchase the raw material in advance, and hear that the compound mast plant has begun to buy and purchase an ammonium. At the same time, it has been heard that the one ammonium inquiry in Northeast China is increasing.

Secondly, the resumption of production enterprises is slow. The central government's environmental supervision over Hubei has been over half a month. The start rate of the one ammonium enterprise has been gradually recovering, but the rate of recovery has been slow. Some small factories which have recently stopped production have just resumed production. In the near future, environmental protection "look back", the original production and sales situation of Henan monammonium enterprises encountered a crisis of production, only some of the enterprises will resume production in the near future, other enterprises are expected to return to production at the end of June or even in July. Anhui Dachang is still in rotation maintenance, the time of resumption of production has not yet been determined.

Once again, the pressure of the ammonium enterprises is not high, and a small amount of goods are mainly released. In the near future, Hubei monoammonium enterprises have not much or basically completed the order to be issued. Some big factories are optimistic about the latter. In the case of relatively little pressure on the stock, the company has a limited number of orders and individual suspending orders. Yunnan, Guizhou and other places in the first phase of the ammonia plant orders more, it is learned that the recent suspension of orders is mainly, the main hair pre orders. Sichuan Dachang has strong inventory capability, and the intention is not to take orders.

Finally, the cost of raw materials is still high. As we all know, the transport of liquid ammonia and sulphuric acid in some areas under environmental pressure is blocked and the supply is also reduced, so the price is at a high level; the price of sulphur in the port is still relatively high, although the price of sulphur in the port is still relatively high; in recent years, the supply of phosphorus ore in Hubei and other places is short, the price has not changed obviously, there is a possibility of rising.

To sum up, the above points only stated the good factor of mono ammonium, and the later one will recover to a relatively high level after all, and the purchase volume of one ammonium will be retained under the condition that the downstream compound fertilizer enterprise's own sale is not ideal. It is possible, but it is expected to be slow.

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