Urea has a daily output of over 140,000 tons. What's worse?
Time：2019-02-13 Read：581second
On the eighth day of the first lunar month, with the official end of the Spring Festival holiday, the fertilizer market is also recovering. Before the festival, the overall demand is limited. In addition to the nitrogen fertilizer that has received much attention, the market trend of phosphorus and potassium fertilizer is relatively stable. At the moment when the market is about to start, the companies and distributors are ready to go. After the raw material market becomes clearer, the basic wind direction of the spring market can be roughly determined.
In the near future, the urea market is considered to be weak and stable. After the holiday, the transaction price of the mainstream is slightly lower than before. In the case of the immediate release of industrial and agricultural demand, it seems that the good urea market will encounter a bumpy situation, and the gas head device will gradually resume production. The operating rate has increased. According to Zhongfei.com, as of now, the operating rate of the urea industry in the country is about 57%, and the total daily output is more than 140,000 tons. As a result, the recovery of the urea market is bad, and the price adjustment is expected in the short term. Space will be more limited.
In other respects, the market for phosphorus and potassium fertilizers is mainly light, and the festive atmosphere of monoammonium has not completely subsided. Due to the impact of logistics and transportation and the start of compound fertilizer enterprises, the overall demand for monoammonium is insufficient, and new corporate orders are scarce. Production. In order to digest inventories, the short-term mono-ammonium market is weak and stable; the potassium chloride market is also similar to the atmosphere, the terminal fertilizer has not yet started, the compound fertilizer enterprises consume the previous inventory, and the border trade price increases the price of potassium chloride. To inhibition.
In the context of collective weakness in raw materials, the finished fertilizer is also deadlocked. After the holiday, the compound fertilizer market is gradually being established. There is no obvious adjustment in the quotation of enterprises. The pre-interest interest policy has been cancelled. Some enterprises have a single negotiation. There is no clear quotation. Once the raw materials market has not improved, then the local The price of compound fertilizer is likely to fall back to varying degrees, but the volume of stocks before and after the festival is very limited, and the release of surplus demand will alleviate the fall in the price of compound fertilizer. Before the holiday, the overall operating rate of compound fertilizer enterprises dropped to about 33%. Most enterprises have stopped production and limited production, mainly due to the pressure of enterprise inventory and parking during the Spring Festival holiday. With the beginning of the post-holiday market, the enterprise has planned or started. Restoring production, overall, the post-holiday compound fertilizer market atmosphere will be stronger than before the holiday.
The fertilizer market has a sluggish environment. The water-soluble fertilizer market in winter has been slightly inferior to that in previous years. In some regions, enterprises are not warm and the market is low. First, the price level of agricultural products is low, and the grassroots planting enthusiasm is not high. Second, the market competition pressure is too large, the brand The advantage is weakened. Different from other fertilizers, the price of water-soluble fertilizer is relatively stable, but fluctuations in raw materials will also affect its transaction price and preferential strength; the construction is relatively stable, affected by environmental inspections, and only in some areas is not well produced; in addition, during the Spring Festival holiday The logistics delivery is not smooth, and some enterprises have to limit orders and reduce the load. After the holiday, it will still be in the relatively high season of water-soluble fertilizer demand, and water-soluble fertilizer has successfully entered the traditional fertilizer market by virtue of its own advantages.
In summary, the current fertilizer market has a lot of negative factors, but the short-term improvement is not big, but after all, the spring ploughing season is about to come, and the downstream fertilizer demand will eventually be released. Moreover, the stocking volume is obviously less than before the festival. Therefore, in the long run, the fertilizer market is optimistic. Mainly.
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