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With the arrival of bidding quantity in India, the factors that can increase the price of domestic urea have finally come to the surface. According to the monitoring of China chemical fertilizer network, only a few urea enterprises have risen this weekend. At present, the mainstream ex factory quotation of urea in Shandong is 1640-1680 yuan (ton price, the same below), the receiving price of compound fertilizer enterprises in Linyi is 1690-1700 yuan, and that of Hebei is 1670 -The main factory quotation of urea in Henan Province is 1670 yuan, the transaction reference is 1610-1640 yuan, and the main factory quotation of urea in Shanxi Province is 1600 yuan and 1640 yuan respectively. Although the prices of ammonium phosphate and potassium fertilizer have remained high recently, the pace of price increase in the urea market has been bumpy. After the national day, although there are many advantages, the overall price of urea is difficult to rise significantly. The maximum increase is only between 30 and 40 yuan, and even the price of some urea plants has declined to a certain extent The main reasons are as follows:
First of all, the flow direction still exists, but the transportation is blocked. According to the reality of international news, the total medium scalar of India this time is 2.094 million tons, which is more than the expected purchase volume of 1.5-1.8 million tons. According to this quantity, the international urea trade volume in the first ten days of November in the world can be basically locked in, while the domestic bid winning quantity should not be a small number. Seeing here, the domestic urea should show signs of substantial increase, but this year is relatively special and affected by the epidemic situation At present, loading and unloading of most ports in the north of China have encountered great problems. At present, some ports are still in the process of loading and unloading. Although a certain number of trucks are transported to the port, they are troubled by the cost problem, and many places have entered the autumn harvest stage recently. The number of vehicles transporting grain has also begun to increase. It is not clear when the port loading restriction will be lifted, and the possibility of limited loading will still be limited in the later stage, and the inventory of enterprises can not be consumed, The seemingly good factors can not be effectively released, urea price is difficult to rise, but after all, there is such a good, so it is more difficult to fall.
Second, the enterprise limited production, but there are also re production devices. Since September 30, Shanxi Jincheng announced the specific production limit date of the enterprise. According to statistics, as of March 31, next year, affected by the environmental protection, the urea production in Jincheng area has reduced or reached 1 million tons, and the market supply pressure has also slightly eased. However, some domestic plants have resumed production this year, and some urea enterprises also have new devices and some gas heads The enterprise has no maintenance plan this year, and the overall supply pressure in the market is greater than that in the same period of last year. At present, the urea market is in a wait-and-see stage. Although the inventory carried forward by Northeast China and other places is relatively small, it also carried out a wave of appropriate procurement as early as the fourth consecutive bid of India. Taking the above factors into consideration, it is difficult for urea to increase significantly in the short term due to the influence of demand.
To sum up, the recent urea market deadlock, negative factors still exist, but there are also some positive situation, it is expected that the overall price of urea will only rise slightly in the near future, and there should be no sign of big rise before the next printing of labels or before the lifting of port loading restrictions.
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