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The wind downstream of urea general printing mark should only be regarded as a "sidewind"
Time:2019-10-18   Read:761second  

At that time, the Indian standard was just completed. Up to now, India has won the bid for nearly 1 million tons of urea, and China's supply may account for 300000 tons, including transferred urea. The result is not satisfactory. In the past, the domestic urea market fluctuated slightly with each printing, but now it is the same. The hype is as good as ever. At present, local market prices are still falling. The factory starts to pick up one after another. Large and medium-sized farmers are pessimistic about the later trend of urea. Some say that the market still presents an awkward situation of "sell as you give money". Wholesale prices are falling, orders are still light, and even many markets have prices.

It seems that the factories are used to blowing the wind of printing standard, considering the actual demand of industry and agriculture in the off-season. It is clear that the downstream is speculation, so they should only listen to the wind. In the current industrial and agricultural off-season, factories and traders are cautious, playing the initiative in pricing; the slow start of light storage and terminal wait-and-see procurement only on demand make it difficult for high-speed urea enterprises to survive in the market with low environment.

the main quotation of urea in Hebei Province is about 1740-1790 yuan / ton, the reference price of transaction is about 1710-1770 yuan / ton, and the wholesale price of basic level in Jiangsu Province is about 178

 It is understood that up to now, India has won nearly 1 million tons of bids, and 300000 tons may come from China. On the surface, the number is considerable, but compared with 51.74% of the domestic construction, the daily output is about 145200 tons, which actually has a limited boost; on the other hand, the lowest price of the east coast comes from Samsung 270.27 CFR / ton, and the lowest price of the West Coast comes from dreymoor269.89 CFR / ton, referring to the exchange rate. After the profit, freight and port miscellaneous to each port are removed, or only the urea in Shanxi and Inner Mongolia is within the export reference source. For example, the current ex factory quotation of urea in Inner Mongolia is about 1520-1560 yuan / ton. If the export is considered, the price can only be 1500 yuan / ton or less. This wind will blow soon.

The contradiction between supply and demand is obvious, so it is difficult for enterprises to ease the pressure of shipping. No matter considering the reduction of heating natural gas supply in winter or the environmental protection and production restriction all the time, it is a normal situation for chemical fertilizer and chemical enterprises. For example, the staggered peak production of urea enterprises in Jincheng District of Shanxi Province has not caused a big stir recently. Moreover, some urea Enterprises have shifted their production focus to liquid ammonia, even a few enterprises have stopped urea to produce liquid ammonia, but even though In this way, the effect is very little. Moreover, the price of liquid ammonia in many places is falling, which is not a long-term plan. In the future, there is no urea enterprise saying that there will be a parking plan. On the contrary, some enterprises say that new urea enterprises in Jiangxi area may be put into production before the end of the year. The weak demand leads to the downward pressure on prices. From the communication between domestic agricultural material dealers and dealers, we can see that they are not interested in light storage. They all think that not storing or collecting at the same time is to make money. The habit of using fertilizer and the low price of agricultural products lead to the low enthusiasm for fertilizer preparation. The low level of compound fertilizer industry focuses on the phosphorus and compound fertilizer conference. The policy is not clear, and the light storage is to start. In terms of plywood plant, due to the poor real estate industry, the inventory is relatively high. At the same time, under the pressure of environmental protection, the start-up of plywood plant is limited, and the purchase of raw urea is less.

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