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Happy National Day seven days, Feicheng is also happy! Unfortunately, happiness is pure holiday happiness, not emotional happiness. If you have to say "happy", then all kinds of bitter laughter are left.
Nitrogen fertilizer - laughing and crying, or suffering!
In seven days, the main urea ex-factory quotation in Shandong, Lianghe and other places dropped 20-50 yuan (ton price, the same below). The urea acceptance price of compound fertilizer enterprises in Linyi area only refers to 1780-1810 yuan. Although the local price rebounded today, the expectation of future market mainly bearish has not changed. After the Eleventh anniversary, which is the greater impact of the rise in downstream plant start-up rate and urea plant start-up rate? Although India has issued new tenders, how much support can upside-down exports give to the domestic market? Which comes first in terms of demand and inventory pressure under worsening winter storage performance? Although there is no definite empty answer, after all, there is no bottom in my heart.
Not only urea, but also ammonium chloride, which had been hot for a long time in the early period, was weak and quite serious; ammonium sulfate, which was always relatively strong by export, also showed a partial decline; and ammonium carbonate, which was "unknown", was also unavoidable. Although the overall nitrogen fertilizer market has fluctuated, it has generally appeared a situation of first rising and then falling. Whether it will rise again in the later period is uncertain. In fact, it is still relatively uncomfortable, especially for traders who have stockpiled at high prices.
Phosphate Fertilizer - How does it feel to laugh? Have forgotten!
North China is in the stage of fertilizer use at the grass-roots level, and diammonium is being settled one after another. 64% of diammonium in Hubei is settled at 2300-2350 yuan, while 2400-2450 yuan is pre-harvested at the early stage, which is not all. According to the downstream reflection, sub-perfect "pseudo" high content diammonium is not uncommon in the market, which greatly lowers the market circulation price and makes the sales of diammonium manufacturers worse. At the same time, because the export price is too low and the export enthusiasm of diammonium enterprises is poor, after the end of autumn or will directly shift the focus to the winter storage market, but at present the downstream acceptance of the Northeast market seems to be worse. The light market of ammonium monoammonium is also continuing. The quotation of 55% ammonium monoammonium powder in southwest China has dropped to 1800 yuan, and the transaction is still open. It is reported that the low-end acceptance of 55% ammonium monoammonium powder in Hubei is 1850 yuan, which can guarantee the bottom for about 3 months. In fact, many ammonium phosphate enterprises are not only difficult to sell, but also difficult to quote. The pressure is relatively greatest among all kinds of fertilizers. The price has not risen for a long time, and the taste of "laughter" has long been forgotten.
Potassium fertilizer - crying secretly and laughing forcefully!
The prices of potassium chloride and potassium sulphate have not changed much before and after the festival. The manufacturers really let themselves go completely, which shows that the market is cold. In particular, the price of potassium chloride seems to be strong, but the transaction is limited. Under the trend of huge stock in Hong Kong, sluggish demand, poor international market and declining price, the whole market seems to be waiting for it to fall below 2200 yuan, and then... Then you may continue to wait for a lower price. This is the frustration of the potash fertilizer market, dare not drop! Specific potassium fertilizer market, tomorrow in Zhongfei will have a special manuscript, please look forward to.
Compound Fertilizer - Why do you all cry and make me laugh?
(N tons of bitter water from the manufacturer are omitted here)
What kind of market is the fertilizer market this year? Feicheng is crazy this year. Unfortunately, in addition to the lack of demand, the price reduction is uninterrupted, but it's still not good. There are some brave wrist breakers who have left this industry one after another, but can't everyone stop doing it? As long as we do, the worse the market, the more we need to keep up, and not only understand the price fluctuations, but also understand the policy orientation and market trends. As long as you are willing to do it, there will always be a way!
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