Since the middle of last week, a number of compound fertilizer production enterprises have reacted to the recent improvement in merchandising, while dealers have also indicated that there are more intentions to stock up and pick up in the near future. In the market, the trading atmosphere has been gradually warming.

On the one hand, urea rebound has obvious support for market mentality. Urea prices rebounded at low levels last week due to limited electricity and a decline in the start-up rate. Small particles from Shandong were manufactured at 1,860-1,900 yuan per ton. Although the increase is not very big, but at least indicates that the price can not fall, but also once again verify the bottom of this round of urea, which is operating compound fertilizer market for people, is a great psychological comfort or support, relatively can be "relieved" to stock, pick up. In addition, phosphorus and potassium fertilizers are strong, ammonium chloride supply is tight, raw material costs are rising, and the market cost of compound fertilizer is not reduced.

On the other hand, the main businesses have increased their price intentions and some prices have been raised. In order to pre-receive, the price of the enterprise is lower obviously, but with the increase of cost pressure and advance of pre-receive, the price of the second round of pre-receive is increased obviously; at the same time, with the expiration of some preferential policies, the preferential policies are reduced or cancelled as scheduled, and the small increase of the real price is also promoted. This means that the later the stock, the higher the price.  Especially for distributors who have already paid in advance but delayed delivery, with the rise of enterprise prices or the cancellation of preferential treatment, the fear of rising prices has increased gradually; after all, the price of early explosives, special products is low, the quantity is limited. In addition, with the second round of enterprise receipts policy, price clear, increased the enthusiasm of dealers to enter the market, for the market to lay the foundation for goods.

Third. Shorten the time of preparation, and wait for no season. From late September, the terminal fertilizer will be started in some areas, and due to many factors in the early period, the reseller's stock and delivery volume are less than previous years; now to mid-August, the secondary outlet market in some areas has started, the agent's enthusiasm for picking up and replenishing of course increased, the season does not wait for people.  Similarly, due to the normalization of environmental protection this year, it is difficult for enterprises to fully release the plant capacity, distributors have a lot of batch operation plan, so as to avoid later centralized shipment, the source of goods can not keep up.

Fourth, Sino US trade and market speculation has increased. In the early ten days, with the approval of the State Council, the State Council Tariff Commission decided to impose tariffs of 25%, 20%, 10% and 5% on 5207 items of goods originating in the United States of America. Fertilizer is the object of the proposed tariff increase. Although in the short term, the impact on the fertilizer industry is not great, but the continued depreciation of the RMB is conducive to exports, is conducive to the increase of fertilizer exports in China; at the same time, with the increase of import costs, high-end products are expected to increase domestication, thus increasing the market hype factors.

_At present, the stable and positive atmosphere in the compound fertilizer market is increasing little by little. In the market volume of goods, delivery to the good atmosphere will continue.