At the beginning of the Spring Festival, the domestic fertilizer market gradually subsided. Urea is the most eye-catching one, and the price rise and fall. At present, it is only limited to trifling. This is not the case. After only maintaining the price rise for a week, some of them began to fall. In the situation that the southwest urea enterprises have resumed production in succession, the high-level construction has led to the continued falling of their prices. As for urea, it is true Is to say "rat" you play more. Of course, the change of urea not only has an impact on the cost of downstream enterprises, but also has an obvious impact on ammonium chloride.

First of all, see how the urea market plays. On the one hand, there is no doubt that the start-up of urea enterprises will continue to pick up. The gas head urea enterprises in Southwest China have been ignited one after another, and the products will soon be produced. On the other hand, some long-term shutdown urea enterprises in Henan and Anhui will resume production. In addition, with the Spring Festival approaching, the liquid ammonia related to production will also exert pressure on urea, which is inconvenient for storage, transportation and use As the start-up of ammonia enterprises decreases, some enterprises will shift their production focus to urea. The closer the Spring Festival is, the higher the start-up of urea will be. On the other hand, the demand for urea is showing a weak trend. In the off-season of agriculture, the purchasing of the terminal market is cautious, and the large-scale agricultural enterprises are also cautious to follow the use and purchase, especially considering the transportation and inventory, the purchasing volume should be limited; the demand for industrial power plants is fair, but there are too many plywood factories to shut down, and some small and medium-sized compound fertilizer enterprises are also shutting down in succession, and other compound fertilizer enterprises say There will be a parking plan. According to the statistics of zhongfei.com, the industry operating rate of Hefei enterprises is about 41.42%. If it continues to decrease, the amount of raw materials will be reduced again. From the perspective of supply and demand, although urea enterprises have sufficient Spring Festival bills to be issued, the support is slightly "weak". However, the atmosphere before the Spring Festival still needs to be played up, with the trend of weakening in stability and small consolidation.

 As mentioned above, the gas head urea in Southwest China has been ignited and resumed production in succession, and a few maintenance enterprises or gas head enterprises in other regions have also resumed production plans in the short term or after the Spring Festival. The price does not exclude the risk of small drop. Only when the transportation is restored and the downstream production is restored can the situation be improved. That is to say, the situation of the ammonium chloride enterprises is bad first and then good; moreover, the commencement of the ammonium chloride enterprises is difficult to be significantly reduced, At present, only a few manufacturers, such as a factory in Hubei Province, have plans to reduce the load. At the same time, some manufacturers have slightly reduced the load due to the device. The production of other enterprises can reach more than 80% level. According to the statistics of China fertilizer network, up to now, the overall industrial operation rate of the combined alkali enterprises is about 79.55%. If there is a reduction in the later period, there is not much room. The demand for ammonium chloride should be a decreasing trend, which is more at present NaCI enterprises say that they are implementing the order to be issued, but the new order transaction is slow and the volume is limited. Especially in some areas, the automobile transportation is basically stagnant. Compound fertilizer enterprises and extruded granular ammonium chloride enterprises also have the possibility of reducing the start-up or shutdown. The environmental protection and safety inspection has not been loosened, which has a significant impact on downstream enterprises, and the purchase of raw materials and fertilizers has a decreasing trend.
To sum up, the urea market is facing a situation in which the start-up is picking up, the demand is decreasing, and there is a limited waiting for development. The negative situation is gradually obvious, and the market tends to be strong and weak. I'm afraid that the price adjustment trick staged many times will continue. The impact on ammonium chloride is negative, and ammonium chloride itself is also a little bearish due to the high difficulty of commencement and the gentle decrease of demand. However, before the Spring Festival, ammonium chloride enterprises have the support of orders to be issued, and the adjustment of the industry's mentality is expected to be dominated by stable operation of the market in recent period, which requires careful operation.