With the end of the National Day holiday, a new round of fertilizer market is on its way again. Throughout the recent market situation, the price increase has become the main theme, since August, the prices of nitrogen, phosphorus and potassium have gradually increased, but during the festival urea prices soared, environmental protection inspection, high natural gas prices, plus India's bid to reappear favorable, pushing the mainstream urea factory price in Shandong Province to 2180-2190 yuan (tons) Price, the same below), rose more than 100 yuan before the holiday.

The continued warming of raw material market also led to the high price of compound fertilizer. At this stage, the autumn fertilizer market around the country began to sweep the tail, downstream replenishment demand is still acceptable, compound fertilizer enterprises intentionally raise quotations, but the grass-roots level of acceptance is limited, only a small increase in some enterprises, it is expected that the price of compound fertilizer at the end of the period will be difficult to move. . Compared with other fertilizer market fluctuations, water-soluble fertilizer market is relatively quiet, although in the off-season demand, but the enterprise said that due to the impact of the environment warming, plans to raise the price in the near future.

First, raw materials. In addition to the rise in urea prices, the price of phosphate fertilizer and potash fertilizer has also increased. According to China Fertilizer Network, up to now, 55% of the main factory price of powdered monoammonium in Hubei Province is about 2300-2350 yuan, the supply of phosphate rock is tight, the price of port sulfur is rising, the price of Monoammonium is expected to rise in the short term; in potassium chloride, 60% of the port price of red powder is about 2300-2350 yuan, the port arrival volume during the festival period is not the same. Many importers offer limited benefits. With the soaring urea prices, the above raw material prices have gradually risen, and the overall fertilizer market has a warm atmosphere. Although the profit margin of water-soluble fertilizer products is relatively large, it is reasonable to adjust the price properly in the face of the rising tide.

Secondly, the demand side. Entering the autumn and winter season, it also entered the demand season for water-soluble fertilizers. Winter temperature in northern China is low, outdoor is not conducive to crop growth, greenhouse planting is more common, there is a certain amount of water-soluble fertilizer demand space. The southeast coastal area has a humid winter climate and a wide planting area of cash crops, so it is also necessary to apply water-soluble fertilizer. In order to compensate for the losses, the amount of water-soluble fertilizer will be increased in the lower reaches of the river or in autumn and winter, and the planting area of cash crops in some areas has been increased year by year under the policy guidance in recent years. The market share of fertilizer is gradually expanding.

Finally, the supply side. Near the middle of October, the northern heating area is about to open plugs and send heat, the ecological environment is particularly important to maintain, environmental protection situation is grim again, chemical industry production links are facing a test; in addition, recently heard that local natural gas tension again, and prices show an upward trend, enterprise production costs increase. We must reduce the operating rate appropriately. A series of factors such as environmental protection and gas restriction restrict the start-up of fertilizer enterprises. After several rounds of environmental inspection, some water-soluble fertilizer enterprises have been shut down or rectified completely. The overall production capacity has declined. The peak demand season is approaching, and the shortage of supply forces fertilizer prices or will continue to rise.

To sum up, the soaring price of raw materials, seasonal demand and upstream supply constraints have contributed to the price of manure products, water-soluble fertilizer prices have become inevitable, will also have a place in the price hike ride, but the specific extent still needs to pay attention to the development of the above factors, it is expected that the end of this month will gradually become clear.