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At the end of March, the demand for compound fertilizer in spring has basically entered a period of completion. The demand for corn fertilizer in Northeast, North China, northwest and other regions started after the middle of April, while the supply of most dealers has been reserved and sold, and there is not much space for the remaining purchase demand in the later period. Then, what can we expect from the market of compound fertilizer in the later period?
First of all, the downstream demand space has been more than half, the short-term market has no major waves. According to the survey of China fertilizer network, at present, the demand of northeast and North China is more than half (except for the parts of northeast and Inner Mongolia), and less than half a month, grass-roots fertilizer use is about to start, most dealers' fertilizer sales have entered the late stage, and the economic crop fertilizer use in southern China is mostly purchased on demand, so the market of compound fertilizer will keep relatively stable in the short term, after all, the supply is still in place On the way, enterprises still have orders to be issued that are not satisfied. It's a better way to maintain stability at this time.
Secondly, the price of raw materials fell, and the new orders were rarely traded after the rise of compound fertilizer. As we all know, during the epidemic period, after the Spring Festival, the price of compound fertilizer increased step by step, with an increase of about 50-100 yuan / ton, and the increase of some low-end quotations increased even more, while the ex factory quotation of 45 sulfur based general-purpose fertilizer rose all the way to more than 2300 yuan / ton, but the grassroots did not pay for the price after the increase. Now the market wholesale price of 45 sulfur based general-purpose fertilizer is about 2500 yuan / ton, and the market wholesale price is about 2500 yuan / ton There is no price increase, so it is difficult for enterprises to accept the new price. In particular, the prices of urea and monoammonium have dropped significantly in recent years. Now, the ex factory price of small particles in Shandong Province has dropped to about 1720-1760 yuan / ton, which is 50-80 yuan / ton lower than that in the earlier stage. Therefore, there are fewer new orders after the rise of compound fertilizer.
Again, where will the summer fat market go? This year, the centralized start-up of compound fertilizer demand is quite obvious. The demand of all parts of the country broke out at the same time, coupled with the shortage of raw materials, resulting in a temporary price rise. However, in the later part of the region, the rice fertilizer demand can only be started after May, and there are still two months to go. Is there still room for the expected price rise of compound fertilizer demand in Hefei in summer? According to the current trend of raw material market, it is not likely that the price of summer fertilizer will go up. Especially for many years, compound fertilizer began to be sold at a large amount of low prices from May to June, so there is a special market in the special period of this year, and it is difficult to see the market that may rise and fall again after everything goes into normalization in the later period.
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