Recently affected by typhoon, the northern region has also been a certain "care", Jilin and other places by typhoon "Suli" and "West Malun" weakened after the combined impact of high-altitude vortex, August 23, early in the morning, Jilin from southeast to northwest rain. In some areas of Southeast China, more than 3,500 people were relocated because of the heavy rainfall, and the disaster situation in Shandong and other places was more serious. However, the urea market has also encountered a cold wind recently. Although some factory quotations have not declined too much for the time being, and the quotations have risen to varying degrees in many places per week, there are few high-end quotations in the market, or there is a big difference between the quotations and the high-end quotations. In Shandong market, for example, the local urea mainstream ex-factory quotations were 1930-1930. 1950 yuan (tonnage, the same below), the price increase suddenly stopped, and in recent two days, some urea enterprises have begun to decline in quotations, urea prices were called off for the following reasons:

First of all, downstream market demand is limited or even reduced. The autumn market is the main battlefield of high-phosphorus fertilizers. The demand of urea in agricultural market has been over since August. The quantity of urea purchased by distributors is relatively small. In the early stage of compound fertilizer enterprises, a certain amount of urea has been purchased at low prices, and the volume of high-end prices is relatively small. Fat factory said there is no short-term shortage of signs, but the recent urea quotation is obviously high, coupled with the compound fertilizer quotation did not rise synchronously, under the restriction of low profit, compound fertilizer re-procurement possibility is relatively low, temporarily wait-and-see attitude; on the other hand, after a new round of environmental supervision, Shandong part The plywood plant has been shut down, and the market demand for urea has been slightly reduced recently.

Second, the recent operating rate of urea has gone up. As most of the urea plants have been repaired, the supply of urea has increased in the near future. According to the statistics of China Chemical Fertilizer Network, the start-up rate of urea enterprises in China has risen slightly to 57.44% by Saturday, and the daily output of urea in China is more than 140,000 tons. The demand for urea in the lower reaches of the country is more urgent in the near future. After the resumption of production, supply will continue to rise in the short term, but as mentioned earlier, market demand is limited, some urea enterprises to reduce their own supply pressure, urea overall quotation may have further downward space.

Finally, the market quotation is slightly "puffy". It is understood that most urea enterprises are still in the hands of tens of thousands of tons of orders in the near future, due to the shortage of spot market supply, some urea enterprises quoted a rise again and again, but the actual transaction price has not been raised synchronously, Linyi, Shandong Province, for example, in the last two weeks, the highest warehouse price in 2020 yuan, equivalent to the mainstream urea in Shandong and other places. The factory ex factory price is only 1930-1940 yuan.