Since the return of the National Day holiday, the urea market has paid more attention to the relevant news of India's bidding. In addition, Shanxi's urea enterprises have carried out differentiated production restriction due to the impact of environmental protection. On the surface, Indian bidding has been started, and domestic supply has decreased, and the overall urea price has shown signs of rising. However, after a week, the bidding volume and the lowest CIF price of India are basically the same It has been confirmed in succession that although urea in some regions has increased, the price is not only small, and the transaction situation after the price increase is not very good, and even some enterprises' urea price is still declining, and the market is in a deadlock. At present, the mainstream factory quotation of urea in

Shandong Province is 1640-1680 yuan (ton price, the same below), and the receiving price of compound fertilizer enterprises in Linyi is 1690-1700 yuan, The main factory quotation of urea in Hebei Province is 1670-1720 yuan, that of Henan Province is 1660-1670 yuan, and the transaction reference is 1610-1640 yuan. The main factory quotation of urea in Shanxi Province is 1600 yuan, and the large granule is 1640 yuan. The fire transport company receives the order appropriately. Some industries say that the urea still has upward trend in the later stage, but it is necessary to ensure that the export of urea from China exceeds 500000 tons, and the first-class printing is needed The overall rising space of urea is limited. It is clear that the current good still exists. Why is the rise of urea hindered? The main reasons are as follows:

First, domestic demand is not performing well. On the eve of the national day, in order to ensure that the inventory pressure during the festival is at a low level, most urea enterprises have a relatively large number of transactions at low prices. Recently, low-cost goods are still in the market link, and the demand for autumn agricultural market in the near future has gradually ended, and the autumn fertilizer production of compound fertilizer has also entered the finishing stage, while the winter storage link has not yet started, and the downstream market is still in a wait-and-see state After the national day, the start-up of the plate plant recovered slightly, but the demand share was relatively small, and the short-term consumption of urea was relatively small. Therefore, even if the current situation of urea was favorable, the price rise was more difficult.

Secondly, although printing marks are good, they are difficult to export. According to international news, from October to the end of this year, India's urea demand gap is still 4 million tons. However, the overall price of the external market is relatively low, and the international market competition has increased. It is reported that the lowest conversion price of external market is only about 260 US dollars, and the port stock of domestic northern ports is about 400000 tons at present. Just looking at the demand of India this time, the actual demand is relatively small On the other hand, the port fire transport is still in the state of limited loading recently. Although the automobile transportation can be supplied appropriately, it is a drop in the bucket for the export orders with tens of thousands of tons. From the recent epidemic prevention and control situation and food transportation, considering the uncertainty of the epidemic situation, the later port loading restriction will become a kind of normalization. Suppose that even if the demand for printing labels is large, China will be in a state of normalization Medium scalar is large, but moving goods is not too optimistic. At that time, the supply pressure will be too high, and the price is afraid to decline.

To sum up, although the market is mixed with good and bad, some enterprises have entered the maintenance period recently. At present, the operating rate of urea in China is only around 150000 tons, and the supply pressure is reduced compared with the previous period. At this stage, the industry is waiting for the final medium scalar of this printing, hoping to boost the domestic market through a large number of bidding. However, if India continues to bid in the later stage, it is expected that the increase of urea this time should not be It's going to be too high.