The domestic urea market after the printing of the bid is "the sound of wind and rain", pending or China's urea in the tender winning number, according to some industry insiders, the winning number or 500,000 tons, or in 800,000 tons, may also be able to "sprint" to 1 million tons; in any case, the domestic urea enterprise price is small. Overall, the price of compound fertilizer enterprises increased slightly. For example, the price of urea in Linyi region was 1970 yuan/ton, and the price of urea in some grass-roots markets also declined slightly. All kinds of signs indicate that urea prices are weak. Some traders said that it is really easy to operate urea "panic short of breath".

_Let's first look at the specific performance of the domestic urea market. Prices have been slightly consolidated, urea prices in Shandong and other places have risen slightly, and urea prices in Inner Mongolia have fallen sharply. It is speculated that it may be for the purpose of achieving the price linked with "export". According to feedback, the ex-factory price of the source of supply and export is about 1610-1630 yuan/ton. The factory said that due to the high start-up, limited demand, high price transactions are not ideal; finally, the trader's response to urea is very rational, with the use of random, no high expectations for labeling, of course, there is no great disappointment, and the trend of urea is also a rational view. Nevertheless, the lack of urea price rise is due to weak domestic demand or the existence of variables in the support of the label. Whose fault is it?

On the one hand, it depends on the start-up of urea, which is difficult to support under high-level operation. According to the statistics of China Chemical Fertilizer Network, up to now, the overall industry start-up rate of urea enterprises is about 61.64%, and the total daily output is about 155,000 tons. Although some areas are in the stage of environmental protection inspection, there are also restrictions on safety inspection, some urea enterprises are affected, but in the end, a few enterprises are understarted; and Anhui, Inner Mongolia and other places. A few overhauled urea enterprises will resume production soon, when the start-up rate will rise one after another; the price of liquid ammonia in some markets has rebounded, the range is obvious for the time being, which is a certain support for urea, but after all, from the point of view of high temperature and safe storage in summer, some enterprises may focus more on urea production, so urea production It is difficult to reduce the quantity for a long time.

On the other hand, domestic demand is weak and the pace of digestion is slow. At the end of summer fertilizer market in China, there are only scattered replenishment orders. Some enterprises in Southwest China have indicated that due to the impact of drought and flood disasters, some of them are replanting crops with shorter period, so they still have fertilizer, which is good support. However, in most areas, urea demand is weak, especially at the end of the month, the supply of urea after the end of the market in Xinjiang is large. Quantity export, near the impact on the surrounding market; and the Northeast market winter storage too early. In industry, the start-up rate of compound fertilizer enterprises is low, the progress of fertilizer production in autumn is slow, the price and policy are mostly unclear. Under the influence of environmental protection inspection, raw materials can not be stacked in the open air, so the purchasing quantity of urea by compound fertilizer enterprises is limited, and plywood enterprises are forced to limit their production under the restriction of environmental protection inspection. Big agribusiness merchants are more on-demand, and part of the pre-reserve inventory, indicating that autumn fertilizer can be replenished in an appropriate amount, autumn fertilizer market is difficult to support significantly.

_Finally, the consideration of India's bidding is given. As mentioned above, in order to occupy the export advantage, China can only reduce its price, and from the quotation level of each factory, there is still a decline of about 50-100 yuan/ton, but the unresolved proportion of urea in China, while considering the urea and storage in Jigang, the support for domestic urea market is limited. 。

In addition, low-cost nitrogen fertilizers such as ammonium chloride and ammonium sulfate are substituted for urea. Traders say that urea operation is risky and profitable, and some large agricultural merchants even have stocks purchased at the high-price stage in the early stage. Rather than worrying about taking big risks, it is better to choose small nitrogen fertilizer with less investment and considerable profits at present. Some compound fertilizer enterprises also choose low nitrogen fertilizer instead of part of urea to reduce cost and expenditure.

_Generally speaking, domestic urea enterprises start construction at a relatively high level, while the demand performance of industry and agriculture is not good, and there are still variables in the export news. However, the driving force is too little only supported by the rising price of liquid ammonia. Whoever's fault, it is expected that this urea will not improve significantly and the price will only be adjusted slightly.