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After entering April, the trend of urea price rise has stopped slightly. Prices of individual urea enterprises have begun to decrease in the early period of Qingming Festival. Although the publicity is to ensure normal delivery during the festival, it is only to cover up a "shade cloth" for price reduction. At this stage, the main urea factory quotes 2050-2080 yuan (ton price, the same below), Linyi compound fertilizer enterprise. The price of urea receipt is between 2090 and 2110 yuan, and the mainstream quotation of large granular urea in Shanxi maintains around 2060 yuan. Because most of the factories in Northeast China are waiting to be issued more. Even though the number of new orders is small, the difference between the price and quotation is not big. With the urea price increasing and the downstream market gradually picking up, the urea rising trend slows down, and the market once sent urea. Su is about to fall in price, but the grassroots level in Northeast China has not entered the peak season of fertilizer use. Local upstream and downstream are relatively concerned about when urea prices will be adjusted. The industry said that it is expected that urea prices will be adjusted as early as after the Qingming Festival and at the latest around mid-April, mainly reflected in the following aspects:
Firstly, there are not many enterprises actually waiting for development. Although some enterprises can execute pending orders in the middle of this month, most enterprises can not sign the orders after the execution of the orders, and some enterprises have relatively few pending orders, so the price reduction may be carried out as early as before the Qingming Dynasty.
Secondly, the start-up rate began to rise. Most gas-head urea enterprises have resumed production recently. According to the statistics of China Chemical Fertilizer Network, the actual daily output of urea in the earlier period is slightly higher than 140,000 tons. With the resumption of production, the actual output of urea in the present stage has reached more than 150,000 tons, and some enterprises that have stopped production and limited production have plans to resume increment in the near future. The quantity of supply in the later period will gradually increase, and the pressure of supply will increase. The current export price is not suitable for domestic enterprises to export in large quantities. There is a possibility that the price will decline.
Finally, the domestic market demand decreases in the late period. According to the demand of urea market, the demand of urea for high nitrogen fertilizer in summer is more, but the current stage is still in a period of green and yellow, and the downstream compound fertilizer market has purchased a certain amount of raw material urea ahead of time. The possibility of taking large quantities of urea again in a short time is relatively low, and the demand is slightly insufficient.
In summary, the urea market demand has decreased slightly in the near future and the downstream purchasing progress has been delayed, but at least in the short term urea enterprise quotation remains stable, on the one hand, it is to be supported, on the other hand, it is also to support the agent's recent sales, so it is not appropriate to have a large amount of urea reserve in the near future, and then plan after the market tends to stabilize.
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